Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WIANCKO CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1700 7TH AVE 1600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98101
A Employer identification number

83-0291490
B Telephone number (see instructions)

(206) 682-9200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,880,844
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 117,192 117,192  
4 Dividends and interest from securities... 743,561 743,561  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 901,697
b Gross sales price for all assets on line 6a 4,629,185
7 Capital gain net income (from Part IV, line 2)... 901,697
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 398,352 398,352  
12 Total. Add lines 1 through 11........ 2,160,802 2,160,802  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,000 0   5,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,042 0   1,042
b Accounting fees (attach schedule)....... 116,541 46,371   70,170
c Other professional fees (attach schedule).... 400,396 327,396   73,000
17 Interest............... 615,110 615,110   0
18 Taxes (attach schedule) (see instructions)... 17,305 17,305   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,148 2,148   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,855 7,855   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,165,397 1,016,185   149,212
25 Contributions, gifts, grants paid....... 1,675,000 1,675,000
26 Total expenses and disbursements. Add lines 24 and 25 2,840,397 1,016,185   1,824,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -679,595
b Net investment income (if negative, enter -0-) 1,144,617
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 997,691 925,174 925,174
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,325,503 Click to see attachment
List of Attached Documents:
// Content
9,516,982
14,397,686
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,159,004 Click to see attachment
List of Attached Documents:
// Content
23,557,984
23,557,984
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,482,198 34,000,140 38,880,844
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 32,482,198 34,000,140
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 32,482,198 34,000,140
30 Total liabilities and net assets/fund balances (see instructions). 32,482,198 34,000,140
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
32,482,198
2
Enter amount from Part I, line 27a .....................
2
-679,595
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,197,537
4
Add lines 1, 2, and 3 ..........................
4
34,000,140
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,000,140
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a ABBVIE INC COM   2022-01-28 2023-11-08
b ABBVIE INC COM   2022-03-17 2023-01-13
c ABBVIE INC COM   2022-05-23 2023-01-20
d ABBVIE INC COM   2022-05-23 2023-01-27
e ABBVIE INC COM   2022-05-23 2023-01-31
ABBVIE INC COM   2022-03-08 2023-01-31
ABBVIE INC COM   2022-03-08 2023-02-07
ABBVIE INC COM   2022-03-17 2023-01-20
ABBVIE INC COM   2022-02-18 2023-03-06
ABBVIE INC COM   2022-02-09 2023-03-06
ABBVIE INC COM   2022-02-09 2023-03-24
ABBVIE INC COM   2022-01-28 2023-05-19
ABBVIE INC COM   2022-01-28 2023-06-26
ABBVIE INC COM   2022-01-28 2023-07-27
ABBVIE INC COM   2022-02-18 2023-02-21
ACTIVISION BLIZZARD INC   2023-03-13 2023-09-14
ACTIVISION BLIZZARD INC   2023-03-10 2023-09-14
ACTIVISION BLIZZARD INC   2023-03-09 2023-09-14
ACTIVISION BLIZZARD INC   2023-05-01 2023-09-20
ACTIVISION BLIZZARD INC   2023-03-13 2023-09-20
ACTIVISION BLIZZARD INC   2023-03-13 2023-09-15
ADOBE INC   2023-02-10 2023-05-01
ADOBE INC   2023-02-02 2023-03-06
ADOBE INC   2023-01-31 2023-04-10
ADOBE INC   2023-01-09 2023-05-01
ADOBE INC   2023-02-03 2023-05-01
ADOBE INC   2023-02-02 2023-05-01
ADOBE INC   2023-02-10 2023-05-10
ADOBE INC   2023-01-31 2023-05-10
ADOBE INC   2023-07-13 2023-10-11
ADVANCED MICRO DEVICES   2021-10-05 2023-01-13
ADVANCED MICRO DEVICES   2021-07-27 2023-01-13
ADVANCED MICRO DEVICES   2021-04-26 2023-01-13
ADVANCED MICRO DEVICES   2021-10-23 2023-02-17
ADVANCED MICRO DEVICES   2021-08-14 2023-02-17
ADVANCED MICRO DEVICES   2021-05-14 2023-02-17
ADVANCED MICRO DEVICES   2023-02-03 2023-02-17
ADVANCED MICRO DEVICES   2023-02-03 2023-02-17
ADVANCED MICRO DEVICES   2023-02-03 2023-02-17
ADVANCED MICRO DEVICES   2021-08-11 2023-02-23
ADVANCED MICRO DEVICES   2021-05-11 2023-02-23
ADVANCED MICRO DEVICES   2021-05-14 2023-02-23
ADVANCED MICRO DEVICES   2021-04-26 2023-02-23
ADVANCED MICRO DEVICES   2023-01-31 2023-02-23
ADVANCED MICRO DEVICES   2021-04-26 2023-04-28
ADVANCED MICRO DEVICES   2021-04-26 2023-05-01
ADVANCED MICRO DEVICES   2021-04-26 2023-06-22
ADVANCED MICRO DEVICES   2023-07-24 2023-12-20
ADVANCED MICRO DEVICES   2021-10-20 2023-02-23
AIR PROD & CHEM INC   2016-10-31 2023-10-02
AIRBNB INC CL A   2023-03-06 2023-05-08
AIRBNB INC CL A   2023-02-21 2023-05-08
AIRBNB INC CL A   2023-02-03 2023-05-12
AIRBNB INC CL A   2023-03-06 2023-05-12
ALIGN TECHNOLOGY   2023-01-27 2023-12-01
ALIGN TECHNOLOGY   2023-01-27 2023-10-27
ALIGN TECHNOLOGY   2023-02-14 2023-10-27
ALIGN TECHNOLOGY   2023-02-27 2023-10-27
ALIGN TECHNOLOGY   2023-03-06 2023-10-27
ALIGN TECHNOLOGY   2023-03-15 2023-10-27
ALIGN TECHNOLOGY   2023-04-06 2023-10-27
ALIGN TECHNOLOGY   2023-07-14 2023-10-27
ALIGN TECHNOLOGY   2023-03-06 2023-05-19
ALLEGIANT TRAVEL CO   2017-08-18 2023-08-18
ALPHABET INC CL C   2021-04-26 2023-03-23
ALPHABET INC CL C   2021-04-26 2023-03-06
ALPHABET INC CL C   2021-04-15 2023-03-06
ALPHABET INC CL C   2021-04-26 2023-01-31
ALPHABET INC CL C   2021-04-26 2023-03-24
ALPHABET INC CL C   2021-04-26 2023-01-27
ALPHABET INC CL C   2021-05-03 2023-01-27
ALPHABET INC CL C   2021-04-26 2023-01-13
ALPHABET INC CL C   2021-04-26 2023-05-01
ALPHABET INC CL C   2021-04-26 2023-01-31
ALPHABET INC CL C   2021-05-06 2023-06-12
ALPHABET INC CL C   2021-04-26 2023-05-01
ALPHABET INC CL C   2021-04-26 2023-11-29
ALPHABET INC CL C   2021-05-17 2023-07-27
ALPHABET INC CL C   2023-06-23 2023-07-27
ALPHABET INC CL C   2021-04-26 2023-10-25
ALPHABET INC CL C   2023-09-15 2023-10-25
ALPHABET INC CL C   2023-08-14 2023-10-25
ALPHABET INC CL C   2023-06-23 2023-10-25
ALPHABET INC CL C   2021-04-26 2023-11-10
ALPHABET INC CL C   2021-04-26 2023-12-01
ALPHABET INC CL C   2021-04-26 2023-12-04
ALPHABET INC CL C   2021-04-26 2023-06-12
AMAZON COM INC   2022-10-07 2023-04-06
AMAZON COM INC   2022-10-19 2023-04-06
AMAZON COM INC   2022-10-13 2023-06-22
AMAZON COM INC   2022-10-19 2023-04-10
AMAZON COM INC   2022-09-30 2023-03-24
AMAZON COM INC   2022-10-19 2023-04-27
AMAZON COM INC   2023-09-11 2023-10-26
AMAZON COM INC   2022-10-13 2023-05-19
AMAZON COM INC   2022-10-12 2023-05-19
AMAZON COM INC   2023-01-31 2023-06-22
AMAZON COM INC   2022-10-06 2023-03-24
AMAZON COM INC   2022-10-12 2023-04-27
AMAZON COM INC   2022-10-06 2023-03-06
AMGEN INC   2022-12-09 2023-02-22
AMGEN INC   2022-12-07 2023-01-31
AMGEN INC   2022-10-19 2023-02-22
AMGEN INC   2022-12-07 2023-01-27
AMGEN INC   2022-12-09 2023-01-31
AMGEN INC   2022-10-19 2023-03-06
AMGEN INC   2022-04-27 2023-03-06
AMGEN INC   2022-03-03 2023-03-27
AMGEN INC   2022-05-11 2023-03-27
AMGEN INC   2022-05-09 2023-03-27
AMGEN INC   2022-03-03 2023-03-31
AMGEN INC   2022-03-03 2023-04-12
AMGEN INC   2022-03-03 2023-05-01
AMPHENOL CORP NEW CL A   2022-02-09 2023-03-06
AMPHENOL CORP NEW CL A   2022-03-08 2023-04-10
AMPHENOL CORP NEW CL A   2022-02-09 2023-01-31
AMPHENOL CORP NEW CL A   2022-03-08 2023-06-22
AMPHENOL CORP NEW CL A   2021-04-26 2023-06-22
AMPHENOL CORP NEW CL A   2022-02-09 2023-04-10
ANSYS INC   2018-07-31 2023-01-06
APPLE INC   2023-05-16 2023-07-31
APPLE INC   2021-12-14 2023-01-13
APPLE INC   2021-12-14 2023-01-20
APPLE INC   2021-10-29 2023-01-20
APPLE INC   2021-10-29 2023-01-27
APPLE INC   2021-10-29 2023-01-31
APPLE INC   2022-10-19 2023-01-31
APPLE INC   2021-04-26 2023-03-06
APPLE INC   2022-10-19 2023-03-06
APPLE INC   2023-05-16 2023-06-16
APPLE INC   2021-04-26 2023-08-07
APPLE INC   2023-05-16 2023-06-22
APPLE INC   2020-02-27 2023-08-07
APPLE INC   2019-12-19 2023-08-07
APPLE INC   2019-11-13 2023-08-07
APPLE INC   2017-08-14 2023-08-07
APPLE INC   2023-05-16 2023-08-07
APPLE INC   2023-04-27 2023-08-07
APPLE INC   2023-04-20 2023-08-07
APPLE INC   2023-04-06 2023-08-07
APPLE INC   2023-04-06 2023-08-07
APPLE INC   2023-03-31 2023-08-07
APPLE INC   2020-03-10 2023-08-07
ARES MANAGEMENT CORP CL A   2023-02-03 2023-06-09
ARES MANAGEMENT CORP CL A   2021-08-31 2023-06-09
ARES MANAGEMENT CORP CL A   2023-02-03 2023-03-07
ASML HOLDING NV NY REG NEW   2020-11-05 2023-01-27
ASML HOLDING NV NY REG NEW   2023-03-06 2023-07-07
ASML HOLDING NV NY REG NEW   2020-11-05 2023-11-28
ASML HOLDING NV NY REG NEW   2023-03-06 2023-11-09
ASML HOLDING NV NY REG NEW   2020-11-05 2023-11-09
ATLANTA BRAVES HLDG INC SER C   2016-10-31 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2016-10-31 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2017-08-14 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2018-01-11 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2018-05-11 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2022-06-24 2023-08-02
ATLANTA BRAVES HLDG INC SER C   2016-10-31 2023-07-20
ATLANTA BRAVES HLDG INC SER C   2016-10-31 2023-07-20
AUTODESK INC DELAWARE   2021-05-05 2023-01-06
AUTODESK INC DELAWARE   2021-05-21 2023-01-06
AUTODESK INC DELAWARE   2016-10-31 2023-01-06
AUTODESK INC DELAWARE   2016-10-31 2023-09-22
AUTOMATIC DATA PROCESSING INC   2022-09-26 2023-02-03
AUTOMATIC DATA PROCESSING INC   2022-09-28 2023-02-03
AUTOMATIC DATA PROCESSING INC   2022-10-13 2023-02-03
AUTOMATIC DATA PROCESSING INC   2022-08-12 2023-01-31
AUTOMATIC DATA PROCESSING INC   2022-10-06 2023-01-31
AUTOMATIC DATA PROCESSING INC   2022-08-12 2023-01-27
AUTOMATIC DATA PROCESSING INC   2022-11-04 2023-01-27
AUTOMATIC DATA PROCESSING INC   2022-12-02 2023-01-17
AUTOMATIC DATA PROCESSING INC   2022-12-02 2023-01-17
AUTOZONE INC   2021-11-09 2023-01-13
AUTOZONE INC   2021-11-09 2023-01-31
AUTOZONE INC   2021-11-09 2023-02-24
AUTOZONE INC   2021-11-09 2023-05-19
AUTOZONE INC   2021-11-09 2023-06-06
AUTOZONE INC   2021-11-09 2023-10-11
AUTOZONE INC   2021-11-09 2023-11-16
AUTOZONE INC   2021-11-09 2023-06-01
AVID BIOSERVICES INC   2022-02-23 2023-10-30
AVID BIOSERVICES INC   2022-03-14 2023-12-04
AVID BIOSERVICES INC   2022-10-24 2023-12-04
AVID BIOSERVICES INC   2022-02-22 2023-11-30
AVID BIOSERVICES INC   2022-03-14 2023-11-30
AVID BIOSERVICES INC   2023-03-24 2023-10-30
AVID BIOSERVICES INC   2022-02-22 2023-10-30
AXOS FINL INC   2017-08-18 2023-03-14
AXOS FINL INC   2023-03-08 2023-03-14
AZENTA INC   2020-12-31 2023-06-16
AZENTA INC   2021-01-28 2023-06-16
AZENTA INC   2021-06-18 2023-06-16
BANK OF CHINA NEW 4900 23OC27   2023-04-13 2023-10-27
BANKUNITED INC   2021-04-26 2023-10-06
BIOLIFE SOLUTIONS INC   2021-01-20 2023-10-25
BIOLIFE SOLUTIONS INC   2021-02-16 2023-10-25
BIOLIFE SOLUTIONS INC   2021-08-18 2023-10-25
BLACKSTONE INC   2021-04-26 2023-12-20
BLACKSTONE INC   2023-01-27 2023-05-19
BLACKSTONE INC   2023-02-07 2023-05-19
BLACKSTONE INC   2023-02-07 2023-03-06
BLKKT ELCE FTA19   2018-12-21 2023-09-05
BLKKT ELCE FTA19   2018-11-16 2023-09-05
BLKKT ELCE FTA19   2018-04-02 2023-09-05
BLKKT ELCE FTA19   2016-10-31 2023-09-05
BLKKT ELCE FTA19   2017-08-14 2023-09-05
BLKKT ELCE FTA19   2018-03-16 2023-09-05
BLOCK INC CL A   2023-01-27 2023-04-26
BLOCK INC CL A   2023-01-20 2023-08-22
BLOCK INC CL A   2023-01-31 2023-08-22
BLOCK INC CL A   2023-03-06 2023-08-22
BLOCK INC CL A   2023-01-27 2023-04-27
BLOCK INC CL A   2023-03-06 2023-04-27
BROOKFIELD CORP CL A   2022-10-26 2023-12-21
BROOKFIELD CORP CL A   2022-05-16 2023-12-21
BROOKFIELD CORP CL A   2022-09-07 2023-12-21
CAPITAL ONE FINANCIAL CORP   2023-01-27 2023-05-02
CAPITAL ONE FINANCIAL CORP   2023-02-07 2023-05-02
CAPITAL ONE FINANCIAL CORP   2021-07-23 2023-05-02
CAPITAL ONE FINANCIAL CORP   2021-07-23 2023-04-27
CAPITAL ONE FINANCIAL CORP   2021-06-26 2023-04-27
CAPITAL ONE FINANCIAL CORP   2021-07-23 2023-03-06
CARDIOVASCULAR SYSTEMS INC   2021-11-22 2023-04-13
CARDIOVASCULAR SYSTEMS INC   2021-11-18 2023-04-13
CARDIOVASCULAR SYSTEMS INC   2021-08-02 2023-04-13
CARDIOVASCULAR SYSTEMS INC   2021-11-09 2023-04-13
CELSIUS HOLDINGS INC   2023-11-02 2023-11-15
CHARLES SCHWAB NEW   2023-01-20 2023-03-14
CHARLES SCHWAB NEW   2022-11-23 2023-01-13
CHARLES SCHWAB NEW   2022-03-03 2023-01-13
CHARLES SCHWAB NEW   2022-03-08 2023-01-27
CHARLES SCHWAB NEW   2022-03-01 2023-03-06
CHARLES SCHWAB NEW   2022-03-08 2023-03-06
CHARLES SCHWAB NEW   2022-11-23 2023-03-06
CHARLES SCHWAB NEW   2023-01-18 2023-03-14
CHARLES SCHWAB NEW   2022-11-28 2023-03-14
CHARLES SCHWAB NEW   2022-11-23 2023-03-14
CHARLES SCHWAB NEW   2021-04-26 2023-06-26
CHARLES SCHWAB NEW   2021-04-26 2023-05-12
CHARLES SCHWAB NEW   2021-04-26 2023-05-08
CHARLES SCHWAB NEW   2021-04-26 2023-03-14
CHARLES SCHWAB NEW   2021-04-26 2023-03-23
CHARLES SCHWAB NEW   2022-11-11 2023-03-14
CHARLES SCHWAB NEW   2021-04-26 2023-03-24
CHENIERE ENERGY INC   2022-11-04 2023-05-19
CHENIERE ENERGY INC   2022-10-24 2023-05-19
CHENIERE ENERGY INC   2022-11-04 2023-01-31
CHENIERE ENERGY INC   2022-11-08 2023-05-19
CHICOS FAS INC   2021-07-02 2023-10-06
CHIPOTLE MEXICAN GRILL INC COM   2023-05-08 2023-07-07
CINCINNATI FINANCIAL OHIO   2021-04-26 2023-09-26
CLEAN HARBORS   2021-04-26 2023-03-07
CLEAN HARBORS   2021-04-26 2023-03-06
COCA COLA CO   2022-02-23 2023-01-20
COCA COLA CO   2022-03-04 2023-01-13
COCA COLA CO   2022-08-05 2023-01-13
COCA COLA CO   2022-08-11 2023-01-13
COCA COLA CO   2022-02-03 2023-01-20
COCA COLA CO   2022-05-13 2023-01-13
COCA COLA CO   2022-02-03 2023-01-31
COCA COLA CO   2022-02-23 2023-01-13
COCA COLA CO   2022-01-31 2023-02-07
COCA COLA CO   2022-01-31 2023-02-14
COCA COLA CO   2022-01-31 2023-01-31
COCA COLA CO   2022-01-31 2023-02-17
COCA COLA CO   2022-01-31 2023-02-21
COCA COLA CO   2022-03-08 2023-02-21
COCA COLA CO   2022-03-08 2023-03-06
COGNIZANT TECH SOLUTIONS CL A   2022-04-27 2023-04-27
COGNIZANT TECH SOLUTIONS CL A   2022-03-21 2023-01-27
COGNIZANT TECH SOLUTIONS CL A   2022-03-16 2023-07-07
COGNIZANT TECH SOLUTIONS CL A   2022-03-21 2023-07-07
COMERICA INC   2021-04-26 2023-10-06
COMMERCE BANCSHARES   2021-04-26 2023-12-01
CONOCOPHILLIPS   2022-05-18 2023-04-10
CONOCOPHILLIPS   2023-01-18 2023-01-31
CONOCOPHILLIPS   2023-01-18 2023-03-06
CONOCOPHILLIPS   2023-01-18 2023-03-31
CONOCOPHILLIPS   2022-05-26 2023-03-31
CONOCOPHILLIPS   2023-01-18 2023-01-27
CONOCOPHILLIPS   2022-05-23 2023-04-10
CONOCOPHILLIPS   2022-05-18 2023-04-12
CONOCOPHILLIPS   2022-05-23 2023-03-31
CONOCOPHILLIPS   2022-04-14 2023-04-17
CONOCOPHILLIPS   2022-04-14 2023-04-20
CONOCOPHILLIPS   2022-04-14 2023-05-03
CONOCOPHILLIPS   2022-05-12 2023-05-23
CONOCOPHILLIPS   2022-05-09 2023-05-23
CONOCOPHILLIPS   2022-04-14 2023-05-23
CONOCOPHILLIPS   2022-05-09 2023-12-20
CONOCOPHILLIPS   2022-05-02 2023-12-20
CONOCOPHILLIPS   2022-05-05 2023-04-12
COPART INC   2021-11-19 2023-10-24
COPART INC   2022-02-02 2023-10-24
COPART INC   2021-10-26 2023-07-10
COPART INC   2021-11-19 2023-07-10
COPART INC   2021-10-26 2023-06-21
CREDIT ACCEPTANCE CORP.   2020-04-24 2023-02-03
CREDIT ACCEPTANCE CORP.   2020-04-08 2023-02-03
CREDIT ACCEPTANCE CORP.   2020-03-19 2023-02-03
CREDIT ACCEPTANCE CORP.   2020-03-31 2023-02-03
CVS HEALTH CORP COM   2022-01-28 2023-04-06
CVS HEALTH CORP COM   2022-01-28 2023-03-31
CVS HEALTH CORP COM   2022-05-05 2023-03-06
CVS HEALTH CORP COM   2022-01-28 2023-03-06
CVS HEALTH CORP COM   2022-03-08 2023-02-24
CVS HEALTH CORP COM   2022-04-08 2023-02-24
CVS HEALTH CORP COM   2022-08-11 2023-02-24
CVS HEALTH CORP COM   2022-01-28 2023-02-24
CVS HEALTH CORP COM   2022-04-08 2023-01-31
CVS HEALTH CORP COM   2022-01-28 2023-01-13
DEERE & CO   2021-04-26 2023-02-17
DEERE & CO   2021-04-26 2023-02-10
DEERE & CO   2021-04-26 2023-03-24
DEERE & CO   2022-12-09 2023-01-27
DEERE & CO   2022-12-09 2023-01-13
DEERE & CO   2021-04-26 2023-01-31
DEERE & CO   2022-10-24 2023-04-10
DEERE & CO   2022-10-24 2023-03-27
DEERE & CO   2021-04-26 2023-04-27
DEERE & CO   2021-04-26 2023-05-05
DEERE & CO   2021-04-26 2023-05-19
DEERE & CO   2021-04-26 2023-05-19
DEERE & CO   2021-04-26 2023-07-07
DEERE & CO   2021-04-26 2023-08-21
DEERE & CO   2021-04-26 2023-04-24
DEXCOM INC   2021-04-26 2023-09-12
DEXCOM INC   2023-02-23 2023-09-12
DEXCOM INC   2023-02-23 2023-08-21
DEXCOM INC   2023-04-25 2023-08-21
DEXCOM INC   2023-04-26 2023-08-21
DEXCOM INC   2021-04-26 2023-01-31
DIEBOLD NXDF INC   2021-04-26 2023-02-15
DOLLAR GEN CORP NEW COM   2021-08-16 2023-09-12
DOLLAR GEN CORP NEW COM   2021-08-27 2023-09-12
DOLLAR GEN CORP NEW COM   2021-07-26 2023-09-12
DOLLAR GEN CORP NEW COM   2021-06-16 2023-09-12
DOLLAR GEN CORP NEW COM   2021-02-16 2023-09-12
DOLLAR GEN CORP NEW COM   2021-05-21 2023-09-12
DOLLAR GEN CORP NEW COM   2016-10-31 2023-09-12
DOLLAR GEN CORP NEW COM   2022-12-09 2023-09-12
DOLLAR GEN CORP NEW COM   2021-06-01 2023-09-12
ELI LILLY & CO   2022-10-05 2023-02-03
ELI LILLY & CO   2022-12-07 2023-01-17
ELI LILLY & CO   2022-12-01 2023-01-17
ELI LILLY & CO   2022-12-07 2023-01-27
ELI LILLY & CO   2022-12-02 2023-01-27
ELI LILLY & CO   2022-11-29 2023-01-27
ELI LILLY & CO   2022-11-29 2023-01-31
ELI LILLY & CO   2022-10-19 2023-02-03
ELI LILLY & CO   2022-10-06 2023-02-03
ELI LILLY & CO   2022-10-05 2023-02-07
ELI LILLY & CO   2022-03-29 2023-02-21
ELI LILLY & CO   2022-04-14 2023-02-13
ELI LILLY & CO   2022-04-14 2023-02-14
ELI LILLY & CO   2022-04-06 2023-02-14
ELI LILLY & CO   2022-04-28 2023-02-17
ELI LILLY & CO   2022-04-06 2023-02-17
ELI LILLY & CO   2022-04-28 2023-02-21
ELI LILLY & CO   2022-03-29 2023-03-06
ELI LILLY & CO   2022-03-16 2023-03-06
ELI LILLY & CO   2022-04-14 2023-02-07
ENPHASE ENERGY   2022-02-09 2023-04-06
EQUIFAX INC   2021-11-19 2023-07-07
EQUIFAX INC   2021-12-03 2023-08-22
EQUIFAX INC   2021-11-19 2023-01-31
EQUIFAX INC   2021-11-19 2023-08-22
EQUIFAX INC   2023-02-14 2023-08-22
EQUIFAX INC   2022-03-04 2023-08-22
ESAB CORPORATION   2016-10-31 2023-07-27
ESTEE LAUDER CO INC CL A   2021-04-26 2023-10-30
ESTEE LAUDER CO INC CL A   2023-04-12 2023-10-30
ETSY INC COM   2023-01-11 2023-05-08
ETSY INC COM   2023-01-13 2023-05-08
ETSY INC COM   2023-01-17 2023-05-08
ETSY INC COM   2023-02-27 2023-05-08
ETSY INC COM   2023-01-11 2023-04-27
ETSY INC COM   2023-01-31 2023-04-27
EVO PMTS INC CL A   2019-11-14 2023-02-01
EVO PMTS INC CL A   2019-10-14 2023-02-01
EVO PMTS INC CL A   2019-09-27 2023-02-01
EVO PMTS INC CL A   2019-11-14 2023-02-22
EVO PMTS INC CL A   2019-12-13 2023-02-22
EVO PMTS INC CL A   2020-05-20 2023-03-03
EVO PMTS INC CL A   2020-05-20 2023-02-22
EVOQUA WATER TECHNOLOGIES CORP   2022-01-27 2023-05-12
EVOQUA WATER TECHNOLOGIES CORP   2022-04-28 2023-05-12
EVOQUA WATER TECHNOLOGIES CORP   2022-01-27 2023-05-18
EVOQUA WATER TECHNOLOGIES CORP   2022-05-06 2023-05-12
EVOQUA WATER TECHNOLOGIES CORP   2022-05-20 2023-05-22
EVOQUA WATER TECHNOLOGIES CORP   2021-03-16 2023-05-22
EVOQUA WATER TECHNOLOGIES CORP   2021-03-16 2023-05-23
EVOQUA WATER TECHNOLOGIES CORP   2021-03-16 2023-05-18
EXACT SCIENCES CORP   2021-05-22 2023-05-01
EXACT SCIENCES CORP   2021-04-26 2023-05-01
EXACT SCIENCES CORP   2021-04-26 2023-05-01
EXACT SCIENCES CORP   2021-04-26 2023-05-01
EXACT SCIENCES CORP   2023-03-06 2023-05-01
EXACT SCIENCES CORP   2021-04-01 2023-11-13
EXACT SCIENCES CORP   2021-06-06 2023-11-13
EXACT SCIENCES CORP   2021-05-11 2023-11-13
EXACT SCIENCES CORP   2021-05-10 2023-11-13
EXACT SCIENCES CORP   2023-07-27 2023-11-13
EXACT SCIENCES CORP   2023-01-20 2023-05-01
FAIR ISAAC & CO INC   2017-08-18 2023-12-19
FAIR ISAAC & CO INC   2017-08-18 2023-12-15
FAIR ISAAC & CO INC   2017-08-18 2023-12-07
FAIR ISAAC & CO INC   2017-08-18 2023-12-04
FAIR ISAAC & CO INC   2017-08-18 2023-09-21
FAIR ISAAC & CO INC   2017-08-18 2023-09-13
FAIR ISAAC & CO INC   2017-08-18 2023-08-16
FAIR ISAAC & CO INC   2017-08-18 2023-06-15
FAIR ISAAC & CO INC   2017-08-18 2023-04-26
FIDELITY NATIONAL FINANCIAL IN   2016-10-31 2023-07-10
FIDELITY NATIONAL FINANCIAL IN   2016-10-31 2023-06-21
FIRST REPUBLIC BANK/CA   2022-04-06 2023-03-07
FIRST REPUBLIC BANK/CA   2022-06-07 2023-03-07
FIRST REPUBLIC BANK/CA   2018-04-18 2023-03-13
FIRST REPUBLIC BANK/CA   2023-02-03 2023-03-07
FIRST REPUBLIC BANK/CA   2018-02-21 2023-03-13
FIRST REPUBLIC BANK/CA   2023-02-03 2023-03-13
FIRST REPUBLIC BANK/CA   2022-12-05 2023-03-13
FIRST REPUBLIC BANK/CA   2018-04-02 2023-03-13
FIRST SOLAR INC COM   2023-05-12 2023-10-09
FIRST SOLAR INC COM   2023-05-12 2023-10-11
FIRST SOLAR INC COM   2023-05-12 2023-06-22
FIRST SOLAR INC COM   2023-04-19 2023-10-11
FIRST SOLAR INC COM   2023-05-12 2023-10-04
FIRST SOLAR INC COM   2023-04-24 2023-11-09
FIRST SOLAR INC COM   2023-04-19 2023-11-09
FIRST SOLAR INC COM   2023-04-24 2023-12-20
FIRST SOLAR INC COM   2023-04-19 2023-10-30
FIRST SOLAR INC COM   2023-04-06 2023-12-20
FREEPORT-MCMORAN CL-B   2022-04-21 2023-01-13
FREEPORT-MCMORAN CL-B   2022-03-16 2023-01-13
FREEPORT-MCMORAN CL-B   2022-03-21 2023-01-27
FREEPORT-MCMORAN CL-B   2022-04-21 2023-01-27
FREEPORT-MCMORAN CL-B   2022-05-09 2023-03-06
FREEPORT-MCMORAN CL-B   2022-03-25 2023-03-06
FREEPORT-MCMORAN CL-B   2022-04-21 2023-03-06
FREEPORT-MCMORAN CL-B   2022-04-19 2023-04-10
FREEPORT-MCMORAN CL-B   2023-01-31 2023-04-10
FREEPORT-MCMORAN CL-B   2022-04-01 2023-05-03
FREEPORT-MCMORAN CL-B   2022-04-26 2023-04-10
FREEPORT-MCMORAN CL-B   2022-04-21 2023-01-13
FREEPORT-MCMORAN CL-B   2022-03-05 2023-05-03
FREEPORT-MCMORAN CL-B   2021-04-26 2023-05-03
FREEPORT-MCMORAN CL-B   2023-02-14 2023-05-03
FREEPORT-MCMORAN CL-B   2023-01-31 2023-05-03
FREEPORT-MCMORAN CL-B   2021-04-26 2023-06-15
FREEPORT-MCMORAN CL-B   2021-04-26 2023-07-25
FREEPORT-MCMORAN CL-B   2021-04-26 2023-08-21
FREEPORT-MCMORAN CL-B   2022-05-09 2023-04-10
GCI LIBERTY INC CL A   2016-10-31 2023-07-10
GOLDMAN SACHS 4850 23OC19   2023-04-13 2023-10-19
GUIDEWIRE SOFTWARE INC   2022-07-15 2023-04-28
GUIDEWIRE SOFTWARE INC   2018-10-12 2023-04-28
GUIDEWIRE SOFTWARE INC   2018-10-12 2023-03-24
GUIDEWIRE SOFTWARE INC   2019-02-01 2023-03-24
HAEMONETICS CORP   2021-08-13 2023-01-27
HAEMONETICS CORP   2021-11-09 2023-01-27
HCA HEALTHCARE INC   2021-04-26 2023-01-27
HCA HEALTHCARE INC   2022-11-23 2023-01-27
HCA HEALTHCARE INC   2021-04-26 2023-04-10
HCA HEALTHCARE INC   2021-04-26 2023-05-19
HCA HEALTHCARE INC   2021-04-26 2023-03-06
HCA HEALTHCARE INC   2021-04-26 2023-11-13
HCA HEALTHCARE INC   2021-04-26 2023-11-28
HCA HEALTHCARE INC   2021-04-26 2023-12-11
HCA HEALTHCARE INC   2021-04-26 2023-10-11
HOWARD HUGHES HOLDINGS INC   2016-10-31 2023-10-24
HOWARD HUGHES HOLDINGS INC   2016-10-31 2023-10-17
HOWARD HUGHES HOLDINGS INC   2018-11-16 2023-10-17
HUBSPOT INC.   2023-02-21 2023-06-22
HUNTINGTON BANCSHARES   2021-04-26 2023-10-06
IDEXX LABS   2022-10-18 2023-01-20
IDEXX LABS   2022-08-31 2023-01-06
IDEXX LABS   2022-09-07 2023-01-06
INTL BUSINESS MACHINES CORP   2022-12-07 2023-01-20
INTL BUSINESS MACHINES CORP   2022-12-20 2023-01-20
INTL BUSINESS MACHINES CORP   2022-11-02 2023-01-20
INTL BUSINESS MACHINES CORP   2022-11-23 2023-01-20
INTL BUSINESS MACHINES CORP   2022-10-20 2023-01-31
INTL BUSINESS MACHINES CORP   2022-06-17 2023-01-31
INTL BUSINESS MACHINES CORP   2022-06-08 2023-01-20
INTL BUSINESS MACHINES CORP   2022-07-19 2023-01-31
INTUIT INC   2021-09-29 2023-10-11
INTUIT INC   2021-09-29 2023-06-22
INTUIT INC   2021-10-19 2023-04-10
INTUIT INC   2021-09-25 2023-04-10
INTUIT INC   2021-10-19 2023-03-06
INTUIT INC   2022-02-03 2023-01-27
INTUITIVE SURGICAL INC   2023-05-01 2023-08-21
INTUITIVE SURGICAL INC   2021-04-26 2023-01-31
INTUITIVE SURGICAL INC   2023-05-01 2023-05-30
INTUITIVE SURGICAL INC   2023-07-06 2023-08-09
INTUITIVE SURGICAL INC   2023-07-06 2023-08-21
INTUITIVE SURGICAL INC   2023-05-01 2023-10-11
INTUITIVE SURGICAL INC   2021-04-26 2023-10-27
INTUITIVE SURGICAL INC   2023-05-01 2023-10-27
INTUITIVE SURGICAL INC   2023-04-19 2023-10-27
INTUITIVE SURGICAL INC   2021-04-26 2023-12-11
KBR INC   2023-04-20 2023-06-01
KBR INC   2021-04-26 2023-06-01
KENNEDY-WILSON HLDGS INC COM   2020-03-31 2023-05-05
KENNEDY-WILSON HLDGS INC COM   2020-09-22 2023-05-05
KENNEDY-WILSON HLDGS INC COM   2018-11-16 2023-04-28
KENNEDY-WILSON HLDGS INC COM   2020-09-22 2023-04-28
KENNEDY-WILSON HLDGS INC COM   2018-11-16 2023-01-20
KINSALE CAP GROUP INC   2018-04-23 2023-08-17
KINSALE CAP GROUP INC   2018-04-23 2023-04-26
KINSALE CAP GROUP INC   2018-04-23 2023-09-21
KINSALE CAP GROUP INC   2018-04-23 2023-10-11
KINSALE CAP GROUP INC   2018-04-23 2023-09-08
KKR & CO INC CL A   2022-09-26 2023-06-09
KKR & CO INC CL A   2019-11-04 2023-06-09
KKR & CO INC CL A   2019-11-25 2023-06-09
KKR & CO INC CL A   2022-09-26 2023-05-16
KKR & CO INC CL A   2023-03-07 2023-05-16
KKR & CO INC CL A   2022-04-26 2023-05-16
LAM RESEARCH CORPORATION   2021-06-09 2023-05-19
LAM RESEARCH CORPORATION   2021-04-26 2023-01-31
LAM RESEARCH CORPORATION   2021-04-26 2023-01-31
LENNAR CORPORATION   2021-04-26 2023-03-13
LENNAR CORPORATION   2021-04-26 2023-03-09
LIBERTY BROADBAND CORP S-A   2016-10-31 2023-01-06
LIBERTY BROADBAND CORP S-C   2016-10-31 2023-05-16
LIBERTY MEDIA COR SER A LBTY L   2016-10-31 2023-08-18
LIBERTY MEDIA COR SER A LBTY L   2016-10-31 2023-08-04
LIBERTY MEDIA COR SER C LBRT L   2016-10-31 2023-08-18
LIBERTY MEDIA COR SER C LBRT L   2017-08-14 2023-08-18
LIBERTY MEDIA COR SER C LBRT L   2018-01-11 2023-08-18
LIBERTY MEDIA COR SER C LBRT L   2018-05-11 2023-08-18
LIBERTY MEDIA COR SER C LBRT L   2022-06-24 2023-08-18
LIBERTY MEDIA COR SER C LBRT L   2016-10-31 2023-08-04
LOWES COMPANIES INC   2022-02-22 2023-01-27
LOWES COMPANIES INC   2022-02-01 2023-01-31
LOWES COMPANIES INC   2022-02-01 2023-03-06
LOWES COMPANIES INC   2022-02-01 2023-04-10
LOWES COMPANIES INC   2021-04-26 2023-12-11
LOWES COMPANIES INC   2021-04-26 2023-05-19
LOWES COMPANIES INC   2021-04-26 2023-06-22
LOWES COMPANIES INC   2021-04-26 2023-10-11
LOWES COMPANIES INC   2022-02-01 2023-05-19
MACOM TECHNOLOGY SOLU HLDS   2021-04-26 2023-11-27
MACOM TECHNOLOGY SOLU HLDS   2021-04-26 2023-09-12
MARRIOTT INTL INC NEW CL A   2022-04-14 2023-01-31
MARRIOTT INTL INC NEW CL A   2022-05-07 2023-04-10
MARRIOTT INTL INC NEW CL A   2022-04-14 2023-04-10
MARRIOTT INTL INC NEW CL A   2022-04-14 2023-05-19
MARRIOTT INTL INC NEW CL A   2022-04-14 2023-07-06
MASIMO CORPORATION   2017-08-18 2023-09-29
MASIMO CORPORATION   2017-08-18 2023-08-16
MASTERCARD INC CL A   2023-01-12 2023-01-31
MASTERCARD INC CL A   2023-01-12 2023-03-06
MASTERCARD INC CL A   2023-01-01 2023-04-10
MASTERCARD INC CL A   2023-01-12 2023-04-10
MASTERCARD INC CL A   2023-09-07 2023-12-20
MASTERCARD INC CL A   2023-02-03 2023-07-06
MASTERCARD INC CL A   2023-01-12 2023-07-06
MASTERCARD INC CL A   2023-01-23 2023-07-06
MATCH GROUP INC   2023-01-31 2023-04-18
MCKESSON CORP   2021-04-26 2023-02-23
MCKESSON CORP   2021-04-26 2023-01-13
MCKESSON CORP   2021-04-26 2023-01-27
MCKESSON CORP   2021-04-26 2023-01-31
MCKESSON CORP   2021-04-26 2023-03-06
MCKESSON CORP   2023-08-21 2023-11-16
MCKESSON CORP   2021-04-26 2023-05-19
MCKESSON CORP   2021-04-26 2023-11-16
MCKESSON CORP   2023-10-12 2023-11-16
MCKESSON CORP   2021-04-26 2023-04-10
MERCADOLIBRE INC   2023-03-06 2023-10-11
META PLATFORMS INC CL A   2023-07-13 2023-10-26
META PLATFORMS INC CL A   2023-03-27 2023-04-27
MICROSOFT CORP   2021-11-11 2023-04-27
MICROSOFT CORP   2021-11-11 2023-04-27
MICROSOFT CORP   2019-11-05 2023-02-16
MICROSOFT CORP   2021-04-26 2023-02-16
MICROSOFT CORP   2021-10-28 2023-01-27
MICROSOFT CORP   2021-10-28 2023-01-31
MICROSOFT CORP   2022-02-03 2023-01-13
MICROSOFT CORP   2021-11-10 2023-04-27
MICROSOFT CORP   2021-10-28 2023-01-13
MICROSOFT CORP   2021-11-14 2023-04-27
MICROSOFT CORP   2021-10-28 2023-01-31
MICROSOFT CORP   2021-10-15 2023-06-16
MICROSOFT CORP   2023-05-16 2023-10-11
MICROSOFT CORP   2021-10-19 2023-10-11
MICROSOFT CORP   2021-10-19 2023-07-31
MICROSOFT CORP   2021-10-19 2023-06-22
MICROSOFT CORP   2021-10-25 2023-06-16
MICROSOFT CORP   2021-10-18 2023-06-22
MICROSOFT CORP   2021-10-18 2023-06-16
MICROSOFT CORP   2021-10-14 2023-06-16
MICROSOFT CORP   2021-10-28 2023-06-22
MONGODB INC CL A   2021-09-13 2023-05-01
MONSTER BEVERAGE CORP NEW COM   2023-04-27 2023-11-16
MONSTER BEVERAGE CORP NEW COM   2022-11-23 2023-03-06
MONSTER BEVERAGE CORP NEW COM   2022-11-07 2023-04-10
MONSTER BEVERAGE CORP NEW COM   2022-07-29 2023-04-10
MONSTER BEVERAGE CORP NEW COM   2023-05-08 2023-06-06
MONSTER BEVERAGE CORP NEW COM   2023-06-26 2023-11-09
MONSTER BEVERAGE CORP NEW COM   2023-05-08 2023-11-09
MONSTER BEVERAGE CORP NEW COM   2023-08-21 2023-11-17
MONSTER BEVERAGE CORP NEW COM   2022-11-23 2023-01-31
MONSTER BEVERAGE CORP NEW COM   2023-04-27 2023-11-17
MONSTER BEVERAGE CORP NEW COM   2022-11-07 2023-11-20
MONSTER BEVERAGE CORP NEW COM   2023-04-27 2023-11-20
MONSTER BEVERAGE CORP NEW COM   2022-11-07 2023-11-28
MONSTER BEVERAGE CORP NEW COM   2022-10-06 2023-11-28
MONSTER BEVERAGE CORP NEW COM   2022-10-06 2023-12-04
MONSTER BEVERAGE CORP NEW COM   2022-09-30 2023-12-04
MONSTER BEVERAGE CORP NEW COM   2020-03-13 2023-12-04
MONSTER BEVERAGE CORP NEW COM   2023-06-26 2023-11-17
MOODYS CORP   2022-05-27 2023-07-10
MOODYS CORP   2022-05-09 2023-07-10
MOODYS CORP   2022-04-26 2023-07-10
MOODYS CORP   2022-03-31 2023-07-10
MOODYS CORP   2022-05-09 2023-08-02
MOODYS CORP   2023-03-07 2023-08-02
MOODYS CORP   2022-06-24 2023-08-02
MOODYS CORP   2022-09-07 2023-08-04
MOODYS CORP   2022-09-26 2023-08-18
MOODYS CORP   2022-09-07 2023-08-18
MOODYS CORP   2022-09-26 2023-10-24
MOODYS CORP   2022-10-18 2023-11-06
MOODYS CORP   2022-09-26 2023-11-06
MOODYS CORP   2023-03-07 2023-08-04
MORGAN STANLEY   2021-04-26 2023-01-13
MORGAN STANLEY   2023-03-06 2023-04-10
MORGAN STANLEY   2021-04-26 2023-05-05
MORGAN STANLEY   2023-03-06 2023-05-05
MORGAN STANLEY   2023-01-27 2023-05-05
MORGAN STANLEY   2021-04-26 2023-05-12
MORGAN STANLEY   2021-04-26 2023-07-07
MORGAN STANLEY   2021-04-26 2023-07-07
MORGAN STANLEY   2021-04-26 2023-11-28
MORGAN STANLEY   2023-01-18 2023-05-05
MS PLUS ICLN 23MY03   2021-04-30 2023-05-03
MSCI INC COM   2021-04-26 2023-04-27
MSCI INC COM   2023-01-17 2023-04-27
MSCI INC COM   2023-03-06 2023-04-27
NETFLIX INC   2023-06-12 2023-07-17
NETFLIX INC   2023-02-06 2023-04-03
NETFLIX INC   2023-08-07 2023-10-11
NEW RELIC INC.   2022-12-07 2023-10-05
NEW RELIC INC.   2021-04-26 2023-10-05
NEW RELIC INC.   2021-08-19 2023-10-05
NEW RELIC INC.   2022-05-16 2023-10-05
NVIDIA CORPORATION   2021-10-05 2023-01-13
NVIDIA CORPORATION   2021-10-23 2023-04-03
NVIDIA CORPORATION   2021-10-05 2023-06-22
NVIDIA CORPORATION   2021-10-05 2023-07-31
NVIDIA CORPORATION   2023-05-09 2023-08-10
NVIDIA CORPORATION   2022-05-27 2023-09-11
NVIDIA CORPORATION   2022-05-27 2023-10-11
NVIDIA CORPORATION   2021-10-05 2023-08-10
ON SEMICONDUCTOR CORP   2023-10-16 2023-12-20
ONTO INNOVATION INC   2021-10-01 2023-09-13
ORACLE CORP   2022-01-24 2023-05-01
ORACLE CORP   2021-07-14 2023-01-27
ORACLE CORP   2022-01-24 2023-01-31
ORACLE CORP   2023-03-06 2023-04-03
ORACLE CORP   2023-03-06 2023-05-01
ORACLE CORP   2022-01-24 2023-01-27
ORACLE CORP   2022-01-24 2023-06-22
ORACLE CORP   2021-05-19 2023-06-22
ORACLE CORP   2023-11-01 2023-12-14
ORACLE CORP   2023-10-24 2023-12-14
ORACLE CORP   2023-10-04 2023-12-14
ORACLE CORP   2022-01-24 2023-05-19
PACIFIC PREMIER BANCORP INC   2017-08-18 2023-03-16
PACIFIC PREMIER BANCORP INC   2017-10-27 2023-03-16
PACIFIC PREMIER BANCORP INC   2018-12-13 2023-03-16
PAYPAL HLDGS INC COM   2021-04-26 2023-03-09
PAYPAL HLDGS INC COM   2021-04-26 2023-03-10
PAYPAL HLDGS INC COM   2021-04-26 2023-03-13
PAYPAL HLDGS INC COM   2023-02-03 2023-03-06
PAYPAL HLDGS INC COM   2023-02-03 2023-04-27
PAYPAL HLDGS INC COM   2023-02-03 2023-05-12
PAYPAL HLDGS INC COM   2023-02-03 2023-04-26
PHILLIPS 66 COM   2020-12-22 2023-12-08
PHILLIPS 66 COM   2020-12-22 2023-12-11
PHILLIPS 66 COM   2021-04-26 2023-12-12
PHILLIPS 66 COM   2021-04-26 2023-12-11
PHILLIPS 66 COM   2021-04-26 2023-12-14
PHILLIPS 66 COM   2021-09-13 2023-12-15
PHILLIPS 66 COM   2021-04-26 2023-12-15
PHILLIPS 66 COM   2021-04-26 2023-12-13
Q2 HOLDINGS INC   2018-05-04 2023-03-14
Q2 HOLDINGS INC   2018-05-16 2023-03-14
Q2 HOLDINGS INC   2018-08-17 2023-03-14
Q2 HOLDINGS INC   2021-09-30 2023-03-14
RAMBUS INC (DEL)   2021-04-26 2023-01-23
RAMBUS INC (DEL)   2021-04-26 2023-01-19
RAMBUS INC (DEL)   2021-04-26 2023-01-23
RAMBUS INC (DEL)   2021-04-26 2023-02-15
RAMBUS INC (DEL)   2021-04-26 2023-04-18
RAMBUS INC (DEL)   2021-04-26 2023-05-10
RAMBUS INC (DEL)   2021-04-26 2023-11-03
RAMBUS INC (DEL)   2021-04-26 2023-11-09
RAMBUS INC (DEL)   2021-04-26 2023-11-27
RAMBUS INC (DEL)   2021-04-26 2023-04-20
REGENERON PHARMACEUTICALS INC   2022-09-12 2023-01-31
REGENERON PHARMACEUTICALS INC   2022-09-12 2023-01-13
REGENERON PHARMACEUTICALS INC   2022-09-12 2023-03-06
REGENERON PHARMACEUTICALS INC   2022-03-15 2023-03-24
REGENERON PHARMACEUTICALS INC   2023-04-10 2023-06-22
REGENERON PHARMACEUTICALS INC   2023-08-21 2023-10-11
REGENERON PHARMACEUTICALS INC   2023-08-21 2023-11-13
REGENERON PHARMACEUTICALS INC   2023-04-29 2023-11-13
REGENERON PHARMACEUTICALS INC   2022-03-29 2023-06-22
ROCKWELL AUTOMATION INC   2023-02-07 2023-03-27
ROCKWELL AUTOMATION INC   2023-02-07 2023-03-06
ROCKWELL AUTOMATION INC   2023-01-12 2023-03-27
ROCKWELL AUTOMATION INC   2023-01-12 2023-11-27
ROCKWELL AUTOMATION INC   2021-04-26 2023-11-27
ROCKWELL AUTOMATION INC   2021-04-26 2023-06-22
SALESFORCE INC   2023-05-30 2023-10-11
SALESFORCE INC   2022-06-09 2023-11-22
SALESFORCE INC   2023-06-12 2023-11-08
SALESFORCE INC   2023-06-12 2023-11-08
SALESFORCE INC   2022-06-09 2023-11-08
SALESFORCE INC   2023-06-12 2023-10-11
SAREPTA THERAPEUTICS INC   2023-03-06 2023-07-07
SAREPTA THERAPEUTICS INC   2023-03-06 2023-11-01
SCHLUMBERGER LTD   2017-05-15 2023-09-11
SCHLUMBERGER LTD   2000-12-28 2023-09-11
SCHLUMBERGER LTD   2000-12-28 2023-11-20
SCHLUMBERGER LTD   2000-12-28 2023-11-20
SCHLUMBERGER LTD   2017-05-15 2023-09-12
SEAGEN INC   2021-04-26 2023-10-27
SEAGEN INC   2021-04-26 2023-06-26
SEAGEN INC   2022-06-17 2023-06-26
SEAGEN INC   2021-04-26 2023-05-19
SEAGEN INC   2022-06-17 2023-01-27
SEMTECH CORP   2021-09-07 2023-04-04
SEMTECH CORP   2021-10-01 2023-04-04
SEMTECH CORP   2022-01-14 2023-04-04
SHERWIN WILLIAMS COMPANY OHIO   2021-04-26 2023-01-27
SHERWIN WILLIAMS COMPANY OHIO   2021-04-26 2023-05-12
SHERWIN WILLIAMS COMPANY OHIO   2023-10-02 2023-12-21
SHERWIN WILLIAMS COMPANY OHIO   2021-04-26 2023-10-30
SHOPIFY INC   2023-07-13 2023-10-11
SHOPIFY INC   2023-01-31 2023-05-01
SHOPIFY INC   2023-02-03 2023-05-01
SHOPIFY INC   2023-02-06 2023-05-01
SNAP INC. CL A   2023-01-31 2023-04-26
SPIRIT AEROSYSTEMS HLD CLA A   2021-04-26 2023-02-09
SPIRIT AEROSYSTEMS HLD CLA A   2021-04-26 2023-02-08
STARBUCKS CORP WASHINGTON   2023-04-21 2023-11-09
SUMMIT MATLS INC CL A   2018-09-20 2023-01-06
SUMMIT MATLS INC CL A   2018-10-05 2023-01-06
SUNSTONE HOTEL INVESTORS INC   2021-12-09 2023-01-06
SUNSTONE HOTEL INVESTORS INC   2021-12-08 2023-01-06
SVB FINANCIAL GROUP   2022-10-24 2023-03-28
SVB FINANCIAL GROUP   2021-04-26 2023-03-28
SVB FNCL GRP   2021-04-26 2023-03-09
SVB FNCL GRP   2021-07-09 2023-03-09
SVB FNCL GRP   2021-07-09 2023-03-06
SVB FNCL GRP   2022-02-09 2023-01-27
SVB FNCL GRP   2021-07-09 2023-01-27
SYNOPSYS INC   2021-04-26 2023-06-22
SYNOPSYS INC   2021-04-26 2023-04-10
SYNOPSYS INC   2021-04-26 2023-03-06
SYNOPSYS INC   2021-04-26 2023-01-31
SYNOPSYS INC   2021-04-26 2023-01-13
TAPESTRY INC   2021-04-26 2023-03-06
TAPESTRY INC   2021-04-26 2023-05-19
TAPESTRY INC   2021-07-27 2023-08-10
TAPESTRY INC   2023-01-17 2023-08-10
TAPESTRY INC   2021-04-26 2023-06-26
TAPESTRY INC   2021-04-26 2023-08-10
TARGET CORPORATION   2023-01-13 2023-08-21
TARGET CORPORATION   2023-02-07 2023-08-21
TARGET CORPORATION   2022-04-14 2023-08-21
TARGET CORPORATION   2022-04-14 2023-05-12
TARGET CORPORATION   2022-04-14 2023-04-27
TARGET CORPORATION   2022-04-14 2023-04-18
TARGET CORPORATION   2022-04-14 2023-04-10
TECHTARGET INC   2022-05-19 2023-03-08
TECHTARGET INC   2022-05-18 2023-06-23
TECHTARGET INC   2022-01-19 2023-06-23
TECHTARGET INC   2022-05-19 2023-06-23
TEMPUR-PEDIC INT'L INC   2021-04-26 2023-02-01
TESLA INC   2021-04-26 2023-06-22
TESLA INC   2022-05-26 2023-05-19
TESLA INC   2022-05-26 2023-04-26
TESLA INC   2022-05-26 2023-04-25
TESLA INC   2022-05-26 2023-03-24
TEXAS INSTRUMENTS   2018-02-21 2023-05-01
TEXAS INSTRUMENTS   2018-02-21 2023-04-28
TEXAS INSTRUMENTS   2018-02-21 2023-03-06
TEXAS INSTRUMENTS   2018-02-21 2023-01-13
THERMO FISHER SCIENTIFIC   2018-02-21 2023-01-31
THERMO FISHER SCIENTIFIC   2018-02-21 2023-11-28
TRADE DESK INC CLASS A   2022-10-24 2023-05-01
TRADE DESK INC CLASS A   2023-02-21 2023-05-01
TRANE TECHNOLOGIES PLC   2023-01-11 2023-05-19
TRANE TECHNOLOGIES PLC   2021-09-01 2023-05-19
TRANE TECHNOLOGIES PLC   2021-07-08 2023-03-06
TRANE TECHNOLOGIES PLC   2021-08-12 2023-03-06
TRANE TECHNOLOGIES PLC   2021-07-28 2023-01-31
TRANE TECHNOLOGIES PLC   2021-09-01 2023-01-31
TRANSDIGM GROUP INC   2022-10-26 2023-02-03
TRANSDIGM GROUP INC   2022-05-09 2023-03-07
TRANSDIGM GROUP INC   2020-04-24 2023-05-16
TRANSDIGM GROUP INC   2022-05-09 2023-05-16
TRANSDIGM GROUP INC   2016-10-31 2023-07-27
TRANSDIGM GROUP INC   2016-10-31 2023-12-21
TRANSDIGM GROUP INC   2020-04-24 2023-06-21
TRANSDIGM GROUP INC   2016-10-31 2023-12-04
TRANSUNION   2017-10-12 2023-11-06
TRANSUNION   2017-10-26 2023-11-06
TRANSUNION   2017-11-17 2023-11-06
TRANSUNION   2017-11-22 2023-11-06
UBER TECHNOLOGIES INC   2023-02-14 2023-04-10
UBER TECHNOLOGIES INC   2023-02-14 2023-04-27
UBER TECHNOLOGIES INC   2023-03-06 2023-05-19
UBER TECHNOLOGIES INC   2023-03-06 2023-04-27
UBER TECHNOLOGIES INC   2023-06-12 2023-07-17
UBER TECHNOLOGIES INC   2023-06-12 2023-12-20
UBER TECHNOLOGIES INC   2023-06-05 2023-12-20
UBER TECHNOLOGIES INC   2023-02-07 2023-05-19
UNITED PARCEL SER INC CL-B   2022-04-25 2023-06-26
UNITED PARCEL SER INC CL-B   2022-02-18 2023-05-12
UNITED PARCEL SER INC CL-B   2022-03-29 2023-05-12
UNITED PARCEL SER INC CL-B   2022-02-02 2023-05-03
UNITED PARCEL SER INC CL-B   2022-03-29 2023-03-06
UNITED PARCEL SER INC CL-B   2022-02-02 2023-01-31
UNITED PARCEL SER INC CL-B   2022-02-02 2023-01-13
UNITED PARCEL SER INC CL-B   2022-02-18 2023-06-26
UNITEDHEALTH GP INC   2022-07-29 2023-01-17
UNITEDHEALTH GP INC   2022-11-08 2023-01-13
UNITEDHEALTH GP INC   2022-11-08 2023-01-17
UNITEDHEALTH GP INC   2022-08-11 2023-01-17
UNITEDHEALTH GP INC   2022-10-06 2023-02-03
UNITEDHEALTH GP INC   2022-09-28 2023-02-03
UNITEDHEALTH GP INC   2022-08-05 2023-02-03
UNITEDHEALTH GP INC   2022-06-23 2023-02-03
UNITEDHEALTH GP INC   2022-06-21 2023-02-03
UNITEDHEALTH GP INC   2022-07-27 2023-01-31
VALMONT INDUSTRIES   2021-04-26 2023-11-08
VALMONT INDUSTRIES   2021-04-26 2023-07-10
VERISIGN INC   2020-11-02 2023-06-09
VERISIGN INC   2022-05-09 2023-06-09
VERISK ANALYTICS INC COM   2016-10-31 2023-02-03
VERISK ANALYTICS INC COM   2022-02-04 2023-01-13
VERISK ANALYTICS INC COM   2021-05-12 2023-02-06
VERISK ANALYTICS INC COM   2016-10-31 2023-03-07
VERISK ANALYTICS INC COM   2022-02-04 2023-02-06
WIX COM LTD   2018-12-21 2023-08-04
WIX COM LTD   2018-10-12 2023-07-10
WIX COM LTD   2018-12-21 2023-07-10
WIX COM LTD   2018-10-12 2023-05-16
WIX COM LTD   2018-10-12 2023-02-17
WIX COM LTD   2019-03-04 2023-02-17
WIX COM LTD   2020-04-08 2023-02-17
WIX COM LTD   2020-04-08 2023-01-06
WIX COM LTD   2021-05-21 2023-01-06
WIX COM LTD   2021-07-02 2023-01-06
WIX COM LTD   2021-10-26 2023-01-06
WIX COM LTD   2021-12-28 2023-01-06
WFLP - LONG TERM CAPITAL GAINS FROM K1   2023-01-01 2023-12-31
WFLP - SHORT TERM CAPITAL GAINS FROM K1   2023-01-01 2023-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,250   5,997 253
b 1,065   1,106 -41
c 147   151 -4
d 1,758   1,807 -49
e 290   301 -11
869   886 -17
1,445   1,477 -32
1,327   1,422 -95
623   576 47
623   573 50
932   860 72
1,156   1,091 65
6,241   6,302 -61
1,619   1,479 140
2,125   2,017 108
4,892   4,154 738
4,338   3,664 674
4,523   3,859 664
1,201   1,008 193
4,343   3,683 660
3,875   3,292 583
750   737 13
696   696 0
748   733 15
750   835 -85
1,125   1,153 -28
375   397 -22
350   368 -18
1,632   1,712 -80
1,195   1,126 69
210   210 0
140   140 0
489   489 0
238   238 0
159   159 0
317   317 0
79   79 0
635   635 0
1,746   1,913 -167
157   194 -37
313   372 -59
235   267 -32
1,409   1,536 -127
78   91 -13
1,134   1,109 25
3,058   2,901 157
1,029   783 246
1,443   1,146 297
235   329 -94
10,796   5,213 5,583
377   384 -7
879   901 -22
348   388 -40
419   512 -93
1,194   1,420 -226
115   161 -46
566   973 -407
566   930 -364
594   1,103 -509
755   1,264 -509
189   324 -135
577   1,133 -556
540   649 -109
2,820   3,565 -745
3,293   3,618 -325
572   700 -128
858   1,089 -231
492   492 0
952   1,050 -98
301   301 0
902   902 0
825   825 0
434   434 0
886   886 0
493   493 0
1,519   1,519 0
1,501   1,284 217
527   500 27
923   855 68
2,783   2,567 216
3,036   3,307 -271
1,771   1,819 -48
379   367 12
2,890   2,567 323
3,327   2,918 409
2,079   1,867 212
493   467 26
1,526   1,716 -190
305   342 -37
877   777 100
1,300   1,483 -183
1,560   1,836 -276
1,188   1,255 -67
2,790   3,298 -508
1,177   1,110 67
235   225 10
125   102 23
1,072   1,330 -258
648   674 -26
1,242   1,572 -330
475   562 -87
250   285 -35
713   754 -41
1,527   1,710 -183
500   562 -62
940   1,005 -65
1,409   1,497 -88
712   701 11
1,898   1,930 -32
237   242 -5
966   934 32
2,254   2,103 151
1,913   1,869 44
398   402 -4
541   509 32
470   482 -12
81   73 8
892   759 133
309   321 -12
1,887   1,359 528
3,922   3,453 469
4,625   6,049 -1,424
1,513   1,901 -388
3,163   3,442 -279
3,321   3,442 -121
716   748 -32
1,146   1,143 3
464   403 61
1,702   1,572 130
2,964   2,763 201
2,876   2,150 726
3,306   3,108 198
7,191   2,803 4,388
4,674   1,819 2,855
2,876   1,054 1,822
1,977   440 1,537
4,674   4,489 185
5,393   5,042 351
2,337   2,158 179
2,337   2,142 195
1,798   1,624 174
4,314   3,928 386
7,191   2,776 4,415
92   84 8
824   672 152
1,401   1,443 -42
1,344   794 550
1,470   1,328 142
1,042   608 434
577   564 13
1,574   968 606
20   9 11
161   63 98
138   67 71
37   18 19
69   30 39
9   8 1
3   1 2
17   8 9
183   296 -113
183   281 -98
1,834   726 1,108
5,326   1,886 3,440
2,010   2,065 -55
670   696 -26
893   911 -18
3,583   4,102 -519
1,120   1,197 -77
222   256 -34
888   1,078 -190
965   1,064 -99
965   965 0
2,348   1,862 486
2,430   1,862 568
5,088   3,724 1,364
2,971   2,089 882
1,092   873 219
1,589   1,160 429
1,573   1,104 469
1,702   1,330 372
631   2,020 -1,389
312   1,228 -916
547   1,724 -1,177
610   2,389 -1,779
207   787 -580
557   1,562 -1,005
148   474 -326
4,590   3,319 1,271
477   591 -114
552   835 -283
2,025   3,429 -1,404
184   366 -182
250,000   250,000 0
2,891   6,055 -3,164
794   3,363 -2,569
201   933 -732
603   2,813 -2,210
1,529   995 534
652   733 -81
334   382 -48
365   384 -19
3,414   2,022 1,392
3,642   2,362 1,280
4,704   2,907 1,797
18,191   5,972 12,219
93   40 53
5,235   3,361 1,874
917   1,237 -320
1,740   2,285 -545
1,010   1,470 -460
168   246 -78
547   742 -195
668   903 -235
559   452 107
1,677   1,602 75
1,876   1,798 78
1,595   2,112 -517
354   475 -121
354   648 -294
1,250   2,107 -857
288   513 -225
330   330 0
858   1,028 -170
559   671 -112
1,876   3,650 -1,774
479   683 -204
47   51 -4
291   384 -93
82   82 0
981   981 0
706   706 0
695   898 -203
232   304 -72
386   409 -23
524   731 -207
58   81 -23
233   327 -94
3,008   3,815 -807
1,156   1,613 -457
1,602   2,171 -569
233   271 -38
3,429   4,342 -913
349   468 -119
2,231   2,850 -619
425   536 -111
142   181 -39
148   148 0
686   849 -163
3,885   3,430 455
972   947 25
20,451   21,432 -981
2,299   1,511 788
2,700   1,777 923
2,029   2,101 -72
798   811 -13
1,474   1,514 -40
668   703 -35
537   555 -18
789   848 -59
1,761   1,787 -26
553   556 -3
2,759   2,793 -34
1,434   1,457 -23
3,400   3,400 0
952   972 -20
1,198   1,214 -16
120   118 2
3,175   3,135 40
1,535   2,172 -637
841   1,191 -350
199   274 -75
780   1,100 -320
2,660   4,747 -2,087
46   57 -11
108   105 3
597   601 -4
752   841 -89
496   601 -105
694   801 -107
625   601 24
968   976 -8
1,625   1,582 43
794   873 -79
1,174   1,117 57
2,676   2,641 35
966   1,016 -50
735   688 47
241   223 18
420   406 14
1,258   1,041 217
247   198 49
433   414 19
3,275   2,834 441
620   455 165
905   771 134
1,176   996 180
2,314   2,005 309
3,170   1,561 1,609
4,227   2,235 1,992
4,755   2,598 2,157
1,057   548 509
3,359   4,644 -1,285
1,786   2,592 -806
1,152   1,378 -226
247   324 -77
1,116   1,344 -228
172   214 -42
944   1,157 -213
515   648 -133
706   856 -150
798   972 -174
2,505   2,286 219
1,242   1,143 99
1,544   1,524 20
841   877 -36
866   877 -11
836   762 74
746   768 -22
779   768 11
745   762 -17
2,279   2,286 -7
2,060   2,165 -105
1,221   1,203 18
1,092   1,038 54
630   611 19
1,549   1,524 25
2,815   2,812 3
646   681 -35
85   88 -3
633   747 -114
739   868 -129
530   521 9
1,916   9,251 -7,335
373   667 -294
373   683 -310
622   1,151 -529
622   1,060 -438
498   804 -306
1,867   3,075 -1,208
5,353   2,971 2,382
498   990 -492
3,237   5,261 -2,024
331   329 2
362   371 -9
1,085   1,121 -36
345   371 -26
690   735 -45
345   364 -19
2,386   2,546 -160
1,657   1,662 -5
663   668 -5
670   658 12
656   576 80
695   607 88
350   303 47
1,401   1,209 192
1,290   1,190 100
1,290   1,209 81
656   595 61
1,906   1,729 177
318   277 41
1,340   1,213 127
1,905   1,631 274
974   1,250 -276
382   565 -183
438   438 0
891   1,345 -454
191   213 -22
382   453 -71
1,940   1,194 746
1,264   3,147 -1,883
379   744 -365
1,373   2,019 -646
641   938 -297
641   942 -301
824   1,106 -282
603   808 -205
704   959 -255
1,084   882 202
847   705 142
5,962   4,882 1,080
1,049   854 195
1,488   1,173 315
4,869   3,033 1,836
2,165   1,348 817
940   725 215
2,078   1,786 292
1,379   1,069 310
3,216   2,580 636
2,133   1,533 600
2,298   1,247 1,051
3,021   1,607 1,414
5,812   3,177 2,635
63   63 0
289   289 0
693   693 0
593   593 0
819   898 -79
650   1,555 -905
59   143 -84
271   712 -441
556   1,476 -920
816   1,340 -524
630   630 0
4,791   577 4,214
8,898   1,097 7,801
4,273   532 3,741
2,680   325 2,355
3,173   491 2,682
2,464   382 2,082
5,521   895 4,626
4,306   746 3,560
3,553   693 2,860
1,741   1,352 389
904   731 173
468   631 -163
819   1,069 -250
442   2,001 -1,559
2,458   3,040 -582
603   2,890 -2,287
261   1,882 -1,621
161   955 -794
583   2,623 -2,040
1,025   1,606 -581
936   1,385 -449
1,010   1,254 -244
36   51 -15
2,474   3,710 -1,236
772   1,214 -442
114   188 -74
534   655 -121
963   1,508 -545
765   915 -150
402   402 0
179   179 0
181   181 0
362   360 2
172   172 0
172   172 0
215   215 0
160   178 -18
160   178 -18
182   224 -42
360   400 -40
315   315 0
146   179 -33
1,495   1,591 -96
109   129 -20
510   622 -112
3,853   3,725 128
1,684   1,513 171
1,783   1,785 -2
120   134 -14
183     183
250,000   250,000 0
687   638 49
1,526   1,768 -242
684   795 -111
912   1,063 -151
2,653   1,918 735
342   230 112
1,034   799 235
776   708 68
810   599 211
973   687 286
999   799 200
2,982   2,590 392
2,672   2,152 520
1,119   866 253
837   691 146
1,134   1,843 -709
559   867 -308
979   1,533 -554
1,236   949 287
4,018   6,152 -2,134
979   690 289
2,117   1,735 382
2,541   2,074 467
846   884 -38
1,409   1,410 -1
2,396   2,334 62
987   1,047 -60
2,017   1,926 91
538   544 -6
2,960   2,952 8
1,479   1,429 50
1,086   1,111 -25
1,264   1,548 -284
438   570 -132
438   569 -131
412   412 0
824   824 0
919   984 -65
487   578 -91
650   640 10
945   1,023 -78
255   295 -40
943   1,017 -74
1,773   1,971 -198
349   410 -61
520   601 -81
1,129   1,044 85
1,779   1,715 64
2,194   1,499 695
621   466 155
325   271 54
284   263 21
234   172 62
632   596 36
2,287   323 1,964
2,983   485 2,498
2,057   269 1,788
3,310   407 2,903
2,890   377 2,513
1,539   1,234 305
3,187   1,683 1,504
659   353 306
338   309 29
1,496   1,741 -245
1,979   2,088 -109
1,002   1,072 -70
486   638 -152
1,458   1,458 0
2,183   2,280 -97
2,095   2,176 -81
2,600   2,002 598
2,312   2,065 247
33   14 19
20   8 12
185   69 116
173   81 92
46   21 25
86   36 50
11   10 1
17   6 11
1,009   1,212 -203
611   711 -100
1,014   1,185 -171
990   1,185 -195
5,319   5,078 241
154   148 6
976   911 65
1,087   1,068 19
829   948 -119
4,890   3,645 1,245
2,195   1,760 435
685   685 0
654   725 -71
163   180 -17
881   881 0
1,014   1,021 -7
2,040   1,977 63
5,219   4,120 1,099
371   371 0
365   378 -13
359   359 0
359   359 0
1,183   1,154 29
391   395 -4
327   316 11
391   397 -6
1,166   1,766 -600
2,510   1,347 1,163
2,290   1,155 1,135
767   385 382
1,507   770 737
2,746   1,539 1,207
658   617 41
1,338   646 692
410   175 235
1,438   1,462 -24
736   385 351
1,270   1,289 -19
2,027   2,205 -178
960   820 140
1,215   1,215 0
304   304 0
796   434 362
3,978   3,919 59
1,984   1,984 0
1,219   1,219 0
946   1,227 -281
607   607 0
2,839   3,882 -1,043
2,430   2,430 0
488   488 0
1,386   1,342 44
2,966   2,808 158
1,648   1,541 107
4,041   3,699 342
1,336   1,233 103
346   337 9
2,004   1,983 21
693   661 32
693   669 24
334   324 10
1,361   2,879 -1,518
1,221   1,215 6
412   416 -4
52   49 3
829   795 34
762   761 1
1,375   1,450 -75
55   59 -4
435   461 -26
411   416 -5
263   265 -2
1,480   1,326 154
164   165 -1
549   491 58
988   832 156
110   92 18
882   711 171
1,078   587 491
272   290 -18
1,030   917 113
931   781 150
1,030   957 73
1,030   1,029 1
99   82 17
362   309 53
692   545 147
372   318 54
38   29 9
619   548 71
1,869   1,545 324
1,356   1,008 348
915   694 221
999   873 126
797   735 62
921   1,089 -168
506   490 16
759   891 -132
759   866 -107
1,064   1,062 2
83   82 1
918   898 20
997   1,062 -65
591   679 -88
181,016   200,000 -18,984
1,394   1,468 -74
465   506 -41
929   1,084 -155
1,729   1,631 98
1,025   1,025 0
777   918 -141
3,867   2,575 1,292
6,789   5,170 1,619
1,203   1,048 155
4,125   2,116 2,009
652   652 0
1,100   935 165
2,113   1,023 1,090
1,870   818 1,052
2,947   2,001 946
1,358   558 800
1,389   558 831
421   205 216
1,052   1,146 -94
3,547   2,035 1,512
2,379   2,000 379
269   265 4
525   480 45
1,109   1,082 27
95   90 5
1,074   960 114
122   80 42
975   629 346
1,003   1,042 -39
702   727 -25
803   847 -44
1,024   800 224
5,124   7,142 -2,018
1,275   2,036 -761
1,504   1,593 -89
1,082   3,772 -2,690
1,256   4,580 -3,324
4,679   17,242 -12,563
231   259 -28
1,409   1,640 -231
2,337   3,280 -943
927   1,122 -195
4,972   2,696 2,276
2,547   1,369 1,178
4,124   2,529 1,595
3,188   1,940 1,248
4,783   2,841 1,942
385   201 184
2,342   1,400 942
3,570   2,185 1,385
1,476   3,435 -1,959
1,523   3,683 -2,160
1,124   2,824 -1,700
328   1,123 -795
2,699   1,292 1,407
2,946   1,453 1,493
1,362   646 716
3,265   1,453 1,812
1,450   585 865
2,303   949 1,354
1,766   626 1,140
4,157   1,373 2,784
1,850   545 1,305
1,362   565 797
749   723 26
713   723 -10
1,566   1,445 121
804   667 137
780   780 0
870   882 -12
1,243   1,326 -83
691   655 36
166   147 19
837   865 -28
305   288 17
279   279 0
544   559 -15
4,357   4,293 64
1,252   1,064 188
543   577 -34
2,144   1,817 327
1,331   1,331 0
761   761 0
29   26 3
250   265 -15
908   1,302 -394
1,383   3,126 -1,743
492,494   473,315 19,179
355,362   341,523 13,839
91,624   104,048 -12,424
221,006   250,974 -29,968
357,637   354,958 2,679
2,427   1,671 756
1,768   1,323 445
593   496 97
1,117   849 268
1,118   1,324 -206
2,360   8,345 -5,985
371   1,321 -950
306   1,124 -818
1,144   1,353 -209
1,651   1,974 -323
1,004   826 178
3,221   3,710 -489
647   841 -194
1,661   1,716 -55
949   1,073 -124
807   885 -78
2,562   2,911 -349
719   942 -223
4,629   5,888 -1,259
1,529   1,606 -77
1,845   1,162 683
1,097   611 486
1,709   2,103 -394
1,308   1,607 -299
1   472 -471
3   3,430 -3,427
1,384   7,432 -6,048
213   1,150 -937
286   575 -289
294   641 -347
294   575 -281
1,173   711 462
745   511 234
367   256 111
705   511 194
996   767 229
308   321 -13
1,030   1,101 -71
1,554   1,843 -289
380   478 -98
978   1,039 -61
1,255   1,668 -413
895   1,153 -258
767   1,042 -275
933   1,731 -798
1,053   1,591 -538
1,404   2,136 -732
1,298   1,898 -600
1,157   1,661 -504
1,627   2,918 -1,291
2,796   5,843 -3,047
942   2,525 -1,583
94   204 -110
6,170   5,715 455
920   902 18
1,976   2,596 -620
782   1,163 -381
480   698 -218
767   930 -163
4,340   2,743 1,597
1,668   1,055 613
526   316 210
710   422 288
1,127   427 700
2,424   1,067 1,357
566   503 63
2,077   1,874 203
353   366 -13
698   791 -93
196   204 -8
196   202 -6
177   177 0
177   177 0
2,829   2,234 595
3,821   2,720 1,101
3,241   1,239 2,002
810   544 266
2,681   707 1,974
2,966   707 2,259
2,523   929 1,594
3,853   943 2,910
5,255   5,218 37
1,001   1,020 -19
3,754   4,135 -381
2,052   2,268 -216
922   1,053 -131
1,465   1,720 -255
314   279 35
807   943 -136
1,092   998 94
678   457 221
432   283 149
745   660 85
1,210   1,309 -99
1,594   1,994 -400
334   442 -108
2,298   3,016 -718
187   221 -34
3,280   4,176 -896
728   928 -200
1,808   2,187 -379
978   1,081 -103
972   1,102 -130
1,956   2,203 -247
978   1,073 -95
954   1,047 -93
2,384   2,570 -186
477   532 -55
954   999 -45
5,722   5,775 -53
3,974   4,271 -297
3,067   3,855 -788
4,978   4,214 764
1,329   1,148 181
443   332 111
544   246 298
916   990 -74
4,439   4,300 139
1,105   493 612
3,019   3,366 -347
830   701 129
1,982   2,504 -522
58   63 -5
2,621   3,179 -558
511   578 -67
1,022   1,299 -277
426   548 -122
220   329 -109
512   1,750 -1,238
366   1,416 -1,050
439   1,193 -754
586   1,274 -688
1,226,031     1,226,031
    345,796 -345,796
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       253
b       -41
c       -4
d       -49
e       -11
      -17
      -32
      -95
      47
      50
      72
      65
      -61
      140
      108
      738
      674
      664
      193
      660
      583
      13
      0
      15
      -85
      -28
      -22
      -18
      -80
      69
      0
      0
      0
      0
      0
      0
      0
      0
      -167
      -37
      -59
      -32
      -127
      -13
      25
      157
      246
      297
      -94
      5,583
      -7
      -22
      -40
      -93
      -226
      -46
      -407
      -364
      -509
      -509
      -135
      -556
      -109
      -745
      -325
      -128
      -231
      0
      -98
      0
      0
      0
      0
      0
      0
      0
      217
      27
      68
      216
      -271
      -48
      12
      323
      409
      212
      26
      -190
      -37
      100
      -183
      -276
      -67
      -508
      67
      10
      23
      -258
      -26
      -330
      -87
      -35
      -41
      -183
      -62
      -65
      -88
      11
      -32
      -5
      32
      151
      44
      -4
      32
      -12
      8
      133
      -12
      528
      469
      -1,424
      -388
      -279
      -121
      -32
      3
      61
      130
      201
      726
      198
      4,388
      2,855
      1,822
      1,537
      185
      351
      179
      195
      174
      386
      4,415
      8
      152
      -42
      550
      142
      434
      13
      606
      11
      98
      71
      19
      39
      1
      2
      9
      -113
      -98
      1,108
      3,440
      -55
      -26
      -18
      -519
      -77
      -34
      -190
      -99
      0
      486
      568
      1,364
      882
      219
      429
      469
      372
      -1,389
      -916
      -1,177
      -1,779
      -580
      -1,005
      -326
      1,271
      -114
      -283
      -1,404
      -182
      0
      -3,164
      -2,569
      -732
      -2,210
      534
      -81
      -48
      -19
      1,392
      1,280
      1,797
      12,219
      53
      1,874
      -320
      -545
      -460
      -78
      -195
      -235
      107
      75
      78
      -517
      -121
      -294
      -857
      -225
      0
      -170
      -112
      -1,774
      -204
      -4
      -93
      0
      0
      0
      -203
      -72
      -23
      -207
      -23
      -94
      -807
      -457
      -569
      -38
      -913
      -119
      -619
      -111
      -39
      0
      -163
      455
      25
      -981
      788
      923
      -72
      -13
      -40
      -35
      -18
      -59
      -26
      -3
      -34
      -23
      0
      -20
      -16
      2
      40
      -637
      -350
      -75
      -320
      -2,087
      -11
      3
      -4
      -89
      -105
      -107
      24
      -8
      43
      -79
      57
      35
      -50
      47
      18
      14
      217
      49
      19
      441
      165
      134
      180
      309
      1,609
      1,992
      2,157
      509
      -1,285
      -806
      -226
      -77
      -228
      -42
      -213
      -133
      -150
      -174
      219
      99
      20
      -36
      -11
      74
      -22
      11
      -17
      -7
      -105
      18
      54
      19
      25
      3
      -35
      -3
      -114
      -129
      9
      -7,335
      -294
      -310
      -529
      -438
      -306
      -1,208
      2,382
      -492
      -2,024
      2
      -9
      -36
      -26
      -45
      -19
      -160
      -5
      -5
      12
      80
      88
      47
      192
      100
      81
      61
      177
      41
      127
      274
      -276
      -183
      0
      -454
      -22
      -71
      746
      -1,883
      -365
      -646
      -297
      -301
      -282
      -205
      -255
      202
      142
      1,080
      195
      315
      1,836
      817
      215
      292
      310
      636
      600
      1,051
      1,414
      2,635
      0
      0
      0
      0
      -79
      -905
      -84
      -441
      -920
      -524
      0
      4,214
      7,801
      3,741
      2,355
      2,682
      2,082
      4,626
      3,560
      2,860
      389
      173
      -163
      -250
      -1,559
      -582
      -2,287
      -1,621
      -794
      -2,040
      -581
      -449
      -244
      -15
      -1,236
      -442
      -74
      -121
      -545
      -150
      0
      0
      0
      2
      0
      0
      0
      -18
      -18
      -42
      -40
      0
      -33
      -96
      -20
      -112
      128
      171
      -2
      -14
      183
      0
      49
      -242
      -111
      -151
      735
      112
      235
      68
      211
      286
      200
      392
      520
      253
      146
      -709
      -308
      -554
      287
      -2,134
      289
      382
      467
      -38
      -1
      62
      -60
      91
      -6
      8
      50
      -25
      -284
      -132
      -131
      0
      0
      -65
      -91
      10
      -78
      -40
      -74
      -198
      -61
      -81
      85
      64
      695
      155
      54
      21
      62
      36
      1,964
      2,498
      1,788
      2,903
      2,513
      305
      1,504
      306
      29
      -245
      -109
      -70
      -152
      0
      -97
      -81
      598
      247
      19
      12
      116
      92
      25
      50
      1
      11
      -203
      -100
      -171
      -195
      241
      6
      65
      19
      -119
      1,245
      435
      0
      -71
      -17
      0
      -7
      63
      1,099
      0
      -13
      0
      0
      29
      -4
      11
      -6
      -600
      1,163
      1,135
      382
      737
      1,207
      41
      692
      235
      -24
      351
      -19
      -178
      140
      0
      0
      362
      59
      0
      0
      -281
      0
      -1,043
      0
      0
      44
      158
      107
      342
      103
      9
      21
      32
      24
      10
      -1,518
      6
      -4
      3
      34
      1
      -75
      -4
      -26
      -5
      -2
      154
      -1
      58
      156
      18
      171
      491
      -18
      113
      150
      73
      1
      17
      53
      147
      54
      9
      71
      324
      348
      221
      126
      62
      -168
      16
      -132
      -107
      2
      1
      20
      -65
      -88
      -18,984
      -74
      -41
      -155
      98
      0
      -141
      1,292
      1,619
      155
      2,009
      0
      165
      1,090
      1,052
      946
      800
      831
      216
      -94
      1,512
      379
      4
      45
      27
      5
      114
      42
      346
      -39
      -25
      -44
      224
      -2,018
      -761
      -89
      -2,690
      -3,324
      -12,563
      -28
      -231
      -943
      -195
      2,276
      1,178
      1,595
      1,248
      1,942
      184
      942
      1,385
      -1,959
      -2,160
      -1,700
      -795
      1,407
      1,493
      716
      1,812
      865
      1,354
      1,140
      2,784
      1,305
      797
      26
      -10
      121
      137
      0
      -12
      -83
      36
      19
      -28
      17
      0
      -15
      64
      188
      -34
      327
      0
      0
      3
      -15
      -394
      -1,743
      19,179
      13,839
      -12,424
      -29,968
      2,679
      756
      445
      97
      268
      -206
      -5,985
      -950
      -818
      -209
      -323
      178
      -489
      -194
      -55
      -124
      -78
      -349
      -223
      -1,259
      -77
      683
      486
      -394
      -299
      -471
      -3,427
      -6,048
      -937
      -289
      -347
      -281
      462
      234
      111
      194
      229
      -13
      -71
      -289
      -98
      -61
      -413
      -258
      -275
      -798
      -538
      -732
      -600
      -504
      -1,291
      -3,047
      -1,583
      -110
      455
      18
      -620
      -381
      -218
      -163
      1,597
      613
      210
      288
      700
      1,357
      63
      203
      -13
      -93
      -8
      -6
      0
      0
      595
      1,101
      2,002
      266
      1,974
      2,259
      1,594
      2,910
      37
      -19
      -381
      -216
      -131
      -255
      35
      -136
      94
      221
      149
      85
      -99
      -400
      -108
      -718
      -34
      -896
      -200
      -379
      -103
      -130
      -247
      -95
      -93
      -186
      -55
      -45
      -53
      -297
      -788
      764
      181
      111
      298
      -74
      139
      612
      -347
      129
      -522
      -5
      -558
      -67
      -277
      -122
      -109
      -1,238
      -1,050
      -754
      -688
      1,226,031
      -345,796
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 901,697
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,910
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,910
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,910
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 92,881
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 92,881
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 76,971
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow76,971 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBRADLEY PARKER Telephone no.right arrow (206) 909-9182

Located atright arrow1700 7TH AVE SUITE 1600SEATTLEWA ZIP+4right arrow98101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
R DENNIS WIANCKO PRESIDENT
1.00
0 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
ANNA K WIANCKO-CHASMAN TRUSTEE
1.00
0 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
BRADLEY PARKER TREASURER
5.00
3,500 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
EMILY BONIFACE SECRETARY
5.00
1,500 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
CHRIS BONIFACE VICE PRESIDENT
1.00
0 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
ANDERS MEYER TRUSTEE
1.00
0 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
REBECCA PARKER TRUSTEE
1.00
0 0 0
1700 7TH AVE SUITE 1600
SEATTLE,WA98101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ACKERMAN-MUNSON STRATEGIES LLC CONTRIBUTION STRATEGY 61,000
20200 SE WALGREN RD
DAMASCUS,OR97089
CHANDRA EMERY LLC CONTRIBUTION STRATEGY 12,000
834 SW ST CLAIRE AVE STE 206
PORTLAND,OR97205
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,882,709
b
Average of monthly cash balances.......................
1b
834,256
c
Fair market value of all other assets (see instructions)................
1c
23,557,984
d
Total (add lines 1a, b, and c).........................
1d
38,274,949
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
38,274,949
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
574,124
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,700,825
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,885,041
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,885,041
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,910
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
50,957
c
Add lines 2a and 2b............................
2c
66,867
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,818,174
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,818,174
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,818,174
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,824,212
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,824,212
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,818,174
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 464,432
b From 2019...... 334,244
c From 2020...... 434,459
d From 2021......  
e From 2022...... 232,326
f Total of lines 3a through e ........ 1,465,461
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,824,212
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 1,818,174
e Remaining amount distributed out of corpus 6,038
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,471,499
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
464,432
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,007,067
10 Analysis of line 9:
a Excess from 2019.... 334,244
b Excess from 2020.... 434,459
c Excess from 2021....  
d Excess from 2022.... 232,326
e Excess from 2023.... 6,038
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
R DENNIS WIANCKO
ANNA K WIANCKO-CHASMAN
BRADLEY PARKER
EMILY BONIFACE
CHRIS BONIFACE
ANDERS MEYER
REBECCA PARKER
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AFRICAN WILDLIFE FOUNDATION

1400 16TH ST NW SUITE 120
WASHINGTON DC,DC20036
  PUBLIC UNRESTRICTED 50,000

ALAN GUTTMACHER INSTITUTE

1301 CONNETICUT AVENUE NW SUITE 700
WASHINGTON DC,DC20036
  PUBLIC UNRESTRICTED 100,000

ALASKA CONSERVATION FOUNDATION

430 W 7TH AVE STE 215
ANCHORAGE,AK99501
  PUBLIC UNRESTRICTED 45,000

BARK

PO BOX 12065
PORTLAND,OR97212
  PUBLIC UNRESTRICTED 10,000

BEYOND TOXICS

120 SHELTON MCMURPHEY BLVD 280
EUGENE,OR97401
  PUBLIC UNRESTRICTED 15,000

CASCADIA WILDLANDS

120 SHELTON MCMURPHEY BLVD SUITE
250
EUGENE,OR97401
  PUBLIC UNRESTRICTED 15,000

CLIMATE SOLUTIONS

1402 3RD AVE 1200
SEATTLE,WA98101
  PUBLIC UNRESTRICTED 45,000

COLUMBIA LAND TRUST

1351 OFFICERS ROW
VANCOUVER,WA98661
  PUBLIC UNRESTRICTED 30,000

COLUMBIA RIVER KEEPER

111 THIRD STREET
HOOD RIVER,OR97031
  PUBLIC UNRESTRICTED 30,000

CONSERVATION BIOLOGY INSTITUTE

136 SW WASHINGTON AVE STE 202
CORVALLIS,OR97333
  PUBLIC UNRESTRICTED 15,000

CONSERVATION INTERNATIONAL

3131 EAST MADISON ST 201
SEATTLE,WA98112
  PUBLIC UNRESTRICTED 40,000

CONSERVATION NORTHWEST

1829 10TH AVE W SUITE 3
SEATTLE,WA98119
  PUBLIC UNRESTRICTED 40,000

E LAW

1877 GRADEN AVE
EUGENE,OR97403
  PUBLIC UNRESTRICTED 30,000

EARTHCORPS

6310 NE 74TH ST STE 201E
SEATTLE,WA98115
  PUBLIC UNRESTRICTED 25,000

EARTHJUSTICE

426 17TH STREET 6TH FLOOR
OAKLAND,CA94612
  PUBLIC UNRESTRICTED 85,000

ECOFLIGHT

307 L AABC
ASPEN,CO81611
  PUBLIC UNRESTRICTED 20,000

ECOTRUST

721 NW 9TH AVENUE STE 200
PORTLAND,OR97209
  PUBLIC UNRESTRICTED 35,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE SOUTH
NEW YORK,NY10010
  PUBLIC UNRESTRICTED 65,000

ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER

1543 WAZEE STREET SUITE 410
DENVER,CO80202
  PUBLIC UNRESTRICTED 13,500

FRIENDS OF THE COLUMBIA GORGE

522 SW FIFTH AVE STE 720
PORTLAND,OR97204
  PUBLIC UNRESTRICTED 20,000

GRAND CANYON TRUST

ROUTE 4 BOX 718
FLAGSTAFF,AZ86001
  PUBLIC UNRESTRICTED 20,000

IBIS REPRODUCTIVE HEALTH

2067 MASSACHUSETTS AVE SUITE 320
CAMBRIDGE,MA02140
  PUBLIC UNRESTRICTED 25,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

1920 L ST NW STE 800
WASHINGTON DC,DC20036
  PUBLIC UNRESTRICTED 15,000

MSI UNITED STATES

PO BOX 35528
WASHINGTON DC,DC20033
  PUBLIC UNRESTRICTED 50,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011
  PUBLIC UNRESTRICTED 50,000

NORTHWEST ENERGY COALITION

811 1ST AVE SUITE 305
SEATTLE,WA98104
  PUBLIC UNRESTRICTED 40,000

OCEAN CONSERVANCY

1300 19TH ST NW 8TH FLOOR
WASHINGTON DC,DC20036
  PUBLIC UNRESTRICTED 50,000

OREGON ENVIRONMENTAL COUNCIL

222 NW DAVIS ST 309
PORTLAND,OR97209
  PUBLIC UNRESTRICTED 70,000

OREGON FOR CLIMATE ACTION

2538 NW THURMAN ST STE 305
PORTLAND,OR97210
  PUBLIC UNRESTRICTED 18,000

OREGON WILDLIFE FEDERATION

PO BOX 5878
PORTLAND,OR97228
  PUBLIC UNRESTRICTED 15,000

PACIFIC CREST SCHOOL

600 NW BRIGHT STREET
SEATTLE,WA98107
  PUBLIC UNRESTRICTED 5,000

PLANNED PARENTHOOD

1525 KIND DR
PULLMAN,WA99163
  PUBLIC UNRESTRICTED 205,000

POPULATION ACTION INTL

1300 19TH ST NW STE 200
WASHINGTON DC,DC20036
  PUBLIC UNRESTRICTED 50,000

ROCKY MOUNTAIN INSTITUTE

1820 FOLSOM ST
BOULDER,CO80302
  PUBLIC UNRESTRICTED 50,000

SIGHTLINE INSTITUTE

1402 3RD AVE SUITE 500
SEATTLE,WA98101
  PUBLIC UNRESTRICTED 35,000

STAND EARTH (FORMERLY FOREST ETHICS)

ONE HAIGHT STREET
SAN FRANCISCO,CA94102
  PUBLIC UNRESTRICTED 65,000

SUSTAINABLE NORTHWEST

233 SW NAITO PARKWAY SUITE 200
PORTLAND,OR97204
  PUBLIC UNRESTRICTED 40,000

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02238
  PUBLIC UNRESTRICTED 40,000

WASHINGTON CONSERVATION ACTION

1402 3RD AVE 1200
SEATTLE,WA98101
  PUBLIC UNRESTRICTED 15,000

WESTERN RIVERS CONSERVANCY

71 SW OAK ST STE 100
PORTLAND,OR97204
  PUBLIC UNRESTRICTED 20,000

WORLD WILDLIFE FUND

1250 24TH ST NW PO BOX 97180
WASHINGTON DC,DC20090
  PUBLIC UNRESTRICTED 68,500
Total .................................right arrow 3a 1,675,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 117,192  
4 Dividends and interest from securities ....     14 743,561  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 398,352  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 901,697  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,160,802 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,160,802
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HKP ACCOUNTING FEES 23,800 0   23,800
WIANCKO FAMILY LTD PARTNERSHIP-ACCOUNTING FEES 92,741 46,371   46,370

TY 2023 InvestmentsCorpStockSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC (AAON) 7,453 26,372
ACADIA HEALTHCARE COMPANY INC (ACHC) 19,195 24,028
ACCURAY INC (ARAY) 7,851 4,004
ADEIA INC COM (ADEA) 9,251 9,875
ADOBE INC (ADBE) 52,578 63,738
ADVANCES MICRO DEVICES (AMD) 5,952 9,895
AERCAP HOLDINGS N.V. (AER) 18,586 23,336
AGILENT TECHNOLOGIES 27,377 30,030
AGILYSYS INC (AGYS) 10,308 12,553
AIRBNB INC CL A (ABNB) 4,076 4,857
ALARM COM HLDGS INC COM (ALRM) 14,033 20,097
ALCON INC (ALC) 21,804 22,342
ALIGN TECHNOLOGY (ALGN) 2,620 2,734
ALLEGIANT TRAVEL CO (ALGT) 7,024 4,877
ALLETE INC NEW (ALE) 5,259 6,107
ALNYLAM PHARMACEUTICALS INC (ALNY) 2,690 2,488
ALPHABET INC CL C (GOOG) 31,918 41,574
AMAZON COM INC (AMZN) 51,600 77,793
AMERIPRISE FINCL INC (AMP) 23,069 35,324
AMGEN INC (AMGN) 25,781 29,090
AMNEAL PHARMACEUTICLS INC CL A (AMRX) 5,233 5,421
AMPHENOL CORP NEW CL A (APH) 7,874 11,103
ANSYS INC (ANSS) 40,579 46,812
AON PLC SHS CL-A (AON) 6,045 13,096
APPLE INC (AAPL) 16,498 58,722
ARCH CAPITAL GROUP LTD (ACGL) 10,661 30,005
ARCOSA INC (ACA) 9,513 12,231
ARES MANAGEMENT CORP CL A (ARES) 6,073 13,200
ARISTA NETWORKS INC (ANET) 7,033 8,203
ASML HOLDING NV NY REG NEW (ASML) 1,998 3,808
ATMOS ENERGY CO (ATO) 21,672 22,948
ATMOS ENERGY CP (ATO) 5,185 5,620
ATRICURE INC COM 11,214 6,674
AUTODESK INC DELAWARE (ADSK) 31,748 63,792
AUTOZONE INC (AZO) 6,479 8,995
AVANOS MEDICAL INC (AVNS) 8,531 4,710
AVERY DENNISON CORPORATION (AVY) 23,343 23,451
AXOS FINL INC (AX) 5,119 9,446
AZENTA INC (AZTA) 8,140 8,012
BABCOCK & WILCOX ENTERPRIS INC (BW) 13,537 2,285
BALCHEM CP (BCPC) 14,082 26,478
BANC OF CALIFORNIA INC COM (BANC) 3,120 2,485
BANKUNITED INC (BKU) 11,700 8,335
BARNES GROUP INCORPORATED (B) 10,379 5,645
BIOLIFE SOLUTIONS INC (BLFS) 8,114 3,461
BIO-TECHNE CORP (TECH) 6,413 18,827
BLACKBAUD INC (BLKB) 19,587 21,848
BLACKLINE INC (BL) 8,717 12,800
BLACKSTONE INC (BX) 29,260 33,810
BLOOM ENERGY CORP COM CL A (BE) 8,820 6,172
BOX,INX. CL A (BOX) 5,209 5,993
BREAD FINANCIAL HOLDINGS INC (BFH) 7,297 3,887
BRIGHT HORIZONS FAMILY SOLUT (BFAM) 11,382 13,476
BROADCOM INC (AVGO) 19,300 28,975
BROOKFIELD ASSET MGNT CL A LTD (BAM) 10,837 20,768
BROOKFIELD CORP CL A (BN) 63,843 106,679
BROOKFIELD INFRASTRUCTURE SB VTG A (BIPC) 45,121 49,039
BROOKFIELD RENEWABLE CORP CL A (BEPC) 28,119 20,786
BROWN & BROWN INC (BRO) 29,617 58,310
BROWN FORMAN CORP CL B (BF'B) 8,445 8,851
CALARES INC (CAL) 4,500 6,054
CANNAE HLDGS INC (CNNE) 3,173 3,024
CAPITAL ONE FINANCIAL CORP (COF) 30,385 28,584
CARMAX INC (KMX) 34,496 46,197
CASELLA WASTE SYS INC CL A (CWST) 18,956 19,741
CBRE GROUP INC CL A (CBRE) 19,363 41,146
CELSIUS HOLDINC INC (CELH) 7,341 7,360
CERTERA INC (CERT) 16,632 15,585
CEVA INC (CEVA) 6,037 4,406
CHARLES RIVER LABS INTL INC (CRL) 17,446 12,293
CHATHM LODGING TRUST COM (CLDT) 3,515 2,862
CHENIERE ENERGY INC (LNG) 5,288 5,320
CHILDREN'S PLACE INC (PLCE) 8,235 2,531
CHIPOTLE MEXICAN GRILL INC COM (CMG) 9,315 12,951
CIENA CORP NEW (CIEN) 24,746 21,020
CLEAN HARBORS (CLH) 6,220 12,216
CLEVELAND CLIFFS INC (CLF) 18,316 20,257
CNX RESOURC CORP (CNX) 6,107 8,740
COCA COLA CO (KO) 21,644 23,808
COGNEX CORP (CGNX) 5,219 3,590
COGNIZANT TECH SOLUTIONS CL A (CTSH) 6,036 5,429
COGNYTE SOFTWARE LTD (CGNT) 21,627 8,314
COHERENT CORP (COHR) 8,541 5,615
COMERICA (CMA) 10,061 7,925
COMMERCE BANCSHARES (CBSH) 15,282 12,124
CONDUENT INC (CNDT) 21,424 11,768
CONOCOPHILLIPS (COP) 4,431 5,559
CONSTELLATION BRANDS INC CL A (STZ) 17,370 17,648
CONSTRUCTION PARTNERS INC C-A (ROAD) 24,047 32,205
COPART INC (CPRT) 23,738 104,958
CORTEVA INC (CTVA) 31,130 30,477
COSTAR GROUP INC (CSGP) 79,994 93,070
COTERRA ENERGY INC (CTRA) 16,561 25,826
CRITEO S.A. ADR (CRTO) 34,201 22,459
CROWN CASTLE INTL CORP (CCI) 23,580 16,127
CROWN HLDGS INC (HOLDING CO)(CCK) 27,813 23,943
CULLEN FROST BANKERS INC (CFR) 17,467 16,274
CYTOSORBENTS CORP COM NEW (CTSO) 2,353 300
D R HORTON INC (DHI) 6,355 6,861
DANAHER CORPORATION (DHR) 25,393 25,679
DEERE & CO (DE) 7,166 7,930
DESCARTES SYSTEMS GROUP INC (DSGX) 10,999 28,749
DEVON ENERGY CORP NEW (DVN) 9,835 16,852
DIGI INTL INC (DGII) 10,177 8,710
DOMINOS PIZZA INC (DPZ) 32,592 44,933
DONALDSON CO INC (DCI) 8,847 12,417
DOORDASH INC CL A (DASH) 6,225 6,479
DORMAN PRODUCTS, INC (DORM) 9,387 11,677
DOUBLEVERIFY HLDGS INC (DV) 14,267 16,441
DRILL-QUIP INC (DRQ) 5,512 4,351
EATON CORP PLC SHS (ETN) 16,759 18,452
ECOLAB INC (ECL) 25,514 22,612
EDWARD LIFESCIENCES CORP (EW) 2,653 2,911
ELI LILLLY & CO (LLY) 42,644 51,084
EMCORE CORP COM NEW (EMKR) 3,609 266
ENERPAC TOOL GROUP CORP CL A (EPAC) 7,202 8,301
ENTEGRIS INC (ENTG) 2,191 2,876
ENVESTNET INC (ENV) 11,423 12,974
ENVIRI CORPORATION (NVRI) 17,192 9,135
ENVOIS CORPORATION COM (ENOV) 2,456 2,521
EPLUS INC (PLUS) 16,355 29,940
EQUITY LIFESTYLE PROPERTIES (ELS) 19,221 19,610
ESCO TECHNOLOGIES (ESE) 18,751 24,459
EXACT SCIENCES CORP (EXAS) 6,715 7,190
EXLSERVICE HLDGS INC (EXLS) 11,686 30,387
EXPONENT INC (EXPO) 14,354 31,606
FAIR ISAAC & CO INC (FICO) 3,133 26,308
FASTENAL CO (FAST) 11,156 31,867
FIRST SOLAR INC COM (FSLR) 3,331 2,838
FOX FACTORY HOLDING CORP (FOXF) 10,315 18,422
FREEPORT MCMORAN CL-B (FCX) 3,598 4,300
GARTNER INC (IT) 21,504 47,818
GENL DYNAMICS CORP (GD) 17,432 24,409
GLOBUS MEDICAL INC A (GMED) 13,644 18,545
GROCERY OUTLET HLDG CORP (GO) 9,213 8,870
HAEMONETICS CORP (HAE) 7,285 11,800
HAIN CELESTIAL GROUP (HAIN) 14,673 5,935
HCA HEALTHCARE INC (HCA) 1,802 2,443
HEALTHEQUITY INC COM (HQY) 9,147 14,188
HEICO CORP CLASS A (HEI'A) 66,450 86,176
HILTON WORLDWIDE HLDGS INC (HLT) 40,499 88,314
HONEYWELL INTERNATIONAL INC (HON) 25,926 23,488
HOWARD HUGHES CORP (HHC) 9,735 9,496
HUBSPOT, INC (HUBS) 4,508 7,285
HUNTINGTON BANCSHARES (HBAN) 8,347 7,149
HYATT HOTELS CORP COM CL A (H) 11,213 19,953
I3 VERTICALS INC COM CL A (IIIV) 11,439 9,484
IDEXX LABS (IDXX) 8,845 21,647
INDIE SEMICONDUCTOR CLASS A (INDI) 1,863 2,336
INFINERA CORP (INFN) 7,240 3,558
INNOVIZ TECHNOLOGIES LTD (INVZ) 5,362 3,200
INTEGRA LIFESCIENCES CRP NEW (IART) 4,555 4,660
INTERNATIONAL GAME TECHNOLOGY (IGT) 15,427 24,066
INTUIT INC (INTU) 10,060 12,607
INTUITIVE SURGICAL INC (ISRG) 3,346 3,904
ISHARES CORE S&P 500 ETF (IVV) 1,115,023 2,311,336
ISHARES MSCI EAFE ETF (EFA) 1,617,934 2,029,389
ISHARES RUSSELL 2000 ETF (IWM) 1,174,674 1,914,995
ISHARES RUSSELL MID-CAP ETF (IWR) 1,152,465 2,024,129
ITRON INC (ITRI) 16,813 13,592
J&J SNACK FOODS (JJSF) 15,606 20,391
JABIL CIRCUIT INC (JBL) 5,697 5,753
KBR INC (KBR) 20,114 26,985
KINSALE CAP GROUP INC (KNSL) 5,251 32,634
KKR & CO INC CL A (KKR) 30,681 93,786
KYNDRYL HOLDINGS INC (KD) 19,783 25,643
LAM RESEARCH CORPORATION (LRCX) 7,211 9,130
LEMAITRE VASCULAR INC (LMAT) 7,196 12,317
LENNAR CORPORATION (LEN) 40,281 84,506
LIBERTY MEDIA CORP SER A (FWONA) 986 2,145
LIBERTY MEDIA CORP SER C (FWONK) 11,006 22,853
LIONS GATE ENTMNT CORP CL B (LGF'B) 17,885 15,570
LIVE NATION ENTERTAINMENT INC (LYV) 27,063 45,022
LOWES COMPANIES INC (LOW) 29,393 31,721
MACOM TECHNOLOGY SOLU HLDS (MTSI) 18,351 27,141
MARKEL CORP (HOLDING CO) (MKL) 34,730 55,376
MARKFORGED HOLDING CORPORATION (MKFG) 3,346 478
MARRIOTT INTL INC NEW CL A (MAR) 11,398 14,838
MARTEN TRANSPORT LTD (MRTN) 9,266 18,316
MARTIN MARIETTA MATERIALS (MLM) 37,071 66,355
MASTERCARD INC CL A (MA) 26,602 29,170
MCKESSON CORP (MCK) 5,529 13,303
MEDTRONIC PLC SHS (MDT) 21,562 15,570
MERCADOLIBRE INC (MELI) 12,428 17,254
MERCK & CO INC NEW COM (MRK) 20,339 23,330
MERCURY SYSTEMS INC (MRCY) 8,464 5,193
MESA LABORATORIES INC (MLAB) 8,678 5,134
META PLATFORMS INC CL A (FB) 33,843 55,926
MICHELIN COMPAGNIE GENERALE DE (MGDDY) 23,885 22,196
MICROCHIP TECHNOLOGY INC (MCHP) 43,507 70,881
MICROSOFT CORP (MSFT) 82,209 178,243
MITSUBISHI UFJ FINCL GRP ADS (MUFG) 11,416 18,270
MODERNA INC (MRNA) 1,813 1,193
MOLINA HEALTHCARE INC (MOH) 13,241 18,788
MONGODB INC CL A (MDB) 3,494 4,924
MONSTER BEVERAGE NEW COM (MNST) 2,083 4,058
MOODYS CORP (MCO) 5,005 19,107
MORGAN STANLEY (MS) 4,246 4,849
MSCI INC COM (MSCI) 16,960 30,948
NEOGEN CP (NEOG) 11,453 10,276
NETFLIX INC (NFLX) 21,748 30,022
NEW JERSEY RES CP (NJR) 5,194 5,662
NLIGHT INC (LASR) 2,269 2,525
NORTHWESTERN ENERGY GROUP INC (NWE) 5,235 5,496
NOVANTA INC (NOVT) 15,839 30,651
NV5 GLOBAL INC (NVEE) 13,166 11,890
NVIDIA CORPORATION (NVDA) 17,613 54,969
OIL STATES INTL INC (OIS) 5,393 4,414
OLLIES BARGAIN OUTLET HLDG INC (OLLI) 11,586 18,365
OMNICELL INC (OMCL) 12,523 8,918
ON SEMICONDUCTOR CORP (ON) 3,682 3,559
ONESPAN INC (OSUR) 11,017 4,138
ONTO INNOVATION INC (ONTO) 18,607 41,436
OPENLINE INC (KAR) 11,881 10,841
ORA SURE TECH INC (OSUR) 6,603 5,469
ORACLE CORP (ORCL) 14,220 18,661
O'REILLY AUTOMOTIVE INC NEW (ORLY) 22,960 90,381
ORMAT TECHNOLOGIES INC (ORA) 19,307 19,705
OSHKOSH CORP (OSK) 15,692 15,069
OSI SYSTEMS INC (OSIS) 8,517 10,969
PALO ALTO NETWORKS INC (PANW) 7,625 8,166
PALOMAR HLDGS INC (PLMR) 5,839 4,329
PARKER HANNIFIN CORP (PH) 24,922 41,463
PATTERSON - UTI ENERGY INC (PTEN) 4,281 4,979
PATTERSON COMPANIES INC (PDCO) 8,864 7,682
PERFICIANT INC (PRFT) 14,097 15,073
PERIMETER SOLUTIONS SA (PRM) 8,695 3,413
PNC FINL SVCS GP (PNC) 20,958 21,060
PORTLAND GENERAL ELEC CO (POR) 5,220 5,678
PROCTER & GAMBLE (PG) 21,517 25,791
PROGRESSIVE CORP OHIO (PGR) 13,887 34,882
QUALCOMM INC (QCOM) 28,004 29,071
QUANTA SERVICES INC (PWR) 5,313 6,182
QUANTUM CORP (QMCO) 14,592 765
R P M INC (RPM) 23,377 27,796
RADWARE LTD (RDWR) 7,636 4,670
RAMBUS INC (DEL)(RMBS) 7,206 24,365
RBC BEARINGS INC (ROLL) 15,831 39,030
REGENERON PHARMACEUTICALS INC (REGN) 14,242 22,039
RESIDEO TECHNOLOGIES INC (REZI) 30,400 18,557
RIBBON COMUNICATIONS INC (RBBN) 14,775 10,057
RLJ LODGING TRUST (RLJ) 3,726 3,211
ROPER TECHNOLOGIES, INC. (ROP) 39,006 73,598
ROSS STORES INC (ROST) 4,444 8,525
SALESFORCE INC (CRM) 13,569 19,045
SBA COMMUNICATNS CORP NEW CL A (SBAC) 22,516 45,664
SEAWORLD ENTERTAINMENT INC (SEAS) 7,642 7,343
SEMTECH CORP (SMTC) 5,891 6,069
SERVICENOW INC (NOW) 8,662 9,387
SHERMAN WILLIAMS COMPANY OHIO (SHW) 9,233 11,420
SHOPIFY INC (SHOP) 11,435 16,515
SITEONE LANDSCAPE SUPPLY INC (SITE) 11,410 21,450
SONY GROUP CORPORATION ADR (SONY) 33,095 28,691
SPOTIFY TECHNOLOGY SA (SPOT) 3,578 3,918
SPS COMMERCE INC (SPSC) 13,372 20,935
SPX SURGICAL CO NEW (STAA) 9,179 11,212
STAAR SURGICAL CO NEW (STAA) 9,568 6,897
STANDARD BIOTOOLS INC (LAB) 5,978 2,782
STARBUCKS CORP WASHINGTON (SBUX) 6,260 5,643
STERICYCLE INC (SRCL) 17,140 12,142
STRATASYS LTD SHS (SSYS) 19,551 14,323
SUMMIT MATLS INC CL A (SUM) 3,677 9,038
SYNOPSYS INC (SNPS) 8,568 14,733
SYSCO CORP (SYY) 19,645 16,966
TECHNIPFMC LTD (FTI) 5,906 16,193
TELEDYNE TECH INC (TDY) 30,708 32,276
TEMPUR-PEDIC INT'L INC (TPX) 8,969 11,519
TESLA INC (TSLA) 26,314 28,078
TETRA TECHNOLOGIES INC DEL (TTI) 5,507 6,111
TEXAS CAP BNCSHS INC (TCBI) 15,839 15,382
TEXAS ROADHOUSE INC CL A (TXRH) 12,467 27,502
THE ODP CORP (ODP) 8,976 12,217
TRADE DESK INC CLASS A (TTD) 5,908 7,772
TRANE TECHNOLOGIES PLC (TT) 8,709 11,651
TRANSDIGM GROUP INC (TDG) 36,248 125,133
TREEHOUSE FOODS INC (THS) 12,640 10,818
TREX COMPANY INC (TREX) 6,931 25,334
TWIN DIC INC (TWIN) 1,842 2,020
TYLER TECHNOLOGIES INC (TYL) 46,560 57,701
U F P TECH INC REST (UFPT) 2,975 3,408
U S BANCORP COM NEW (USB) 19,688 25,665
UBER TECHNOLOGIES INC (UBER) 12,474 22,042
UNDER ARMOUR INC CLASS C (UA) 4,226 5,052
UNSYS CORPORATION (UIS) 26,405 7,194
VAIL RESORTS (MTN) 26,401 24,122
VAREX IMAGING CORP (VREX) 5,591 4,736
VARONIS SYSTEMS INC (VRNS) 2,633 6,747
VEECO INSTRUMENTS INC DEL (VECO) 18,728 25,010
VERALTO CORP (VLTO) 3,352 3,044
VERICEL CORP (VCEL) 3,665 3,597
VERINT SYSTEMS INC (VRNT) 15,946 8,812
VERISIGN INC (VRSN) 17,097 35,837
VERISK ANALYTICS INC COM (VRSK) 7,705 21,269
VIASAT INC (VSAT) 21,016 14,646
VIAVI SOLUTIONS INC COM (VIAV) 11,769 6,989
VISTRA CORP (VST) 9,253 22,226
VULCAN MATERIALS CO (VMC) 32,902 65,379
W W GRANGER INC (GWW) 5,652 6,479
WATERS CORP (WAT) 8,914 10,845
WD 40 COMPANY (WDFC) 9,132 12,369
WIX COM LTD (WIX) 12,349 20,723
WORKDAY INC CL A (WDAY) 5,544 7,797
XCEL ENERGY INC (XEL) 23,477 21,792
XPERI CORP (XPER) 13,778 7,670
XYLEM INC COM (XYL) 23,703 24,473
ZIMVIE INC (ZIMV) 2,244 4,899

TY 2023 InvestmentsOtherSchedule2
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LTD PARTNER INTEREST IN WIANCKO FAMILY LTD PARTNERSHIP FMV 23,557,984 23,557,984

TY 2023 LegalFeesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,042 0   1,042


TY 2023 OtherExpensesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 7,855 7,855   0


TY 2023 OtherIncomeSchedule2
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 398,352 398,352 398,352


TY 2023 OtherIncreasesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Description Amount
CHANGE IN FAIR MARKET VALUE OF INVESTMENTS 2,197,537


TY 2023 OtherProfessionalFeesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WFLP MORGAN STANLEY ACCOUNT FEES 122,842 122,842   0
MERRILL LYNCH & MORGAN STANLEY 39,132 39,132   0
OUTSIDE CONTRACT SERVICES 543 543   0
REIMBURSEMENT 252 252   0
WIANCKO FAMILY LTD PARTNERSHIP -PORTFOLIO DEDUCTIONS 106,927 106,927   0
WIANCKO FAMILY LTD PARTNERSHIP-OPERATING 14,518 14,518   0
WIANCKO FAMILY LTD PARTNERSHIP -OTHER DEDUCTIONS 5,206 5,206   0
CONTRIBUTION STRATEGY CONSULTING 73,000 0   73,000
WIANCKO FAMILY LTD PARTNERSHIP - INVESTMENT MANAGEMENT FEES 37,976 37,976   0


TY 2023 TaxesSchedule
Name:
WIANCKO CHARITABLE FOUNDATION INC
EIN:
83-0291490
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 17,305 17,305   0