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
SVANEE'S FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 77012
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98177
A Employer identification number

46-1169463
B Telephone number (see instructions)

(206) 949-6898
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$8,365,533J 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 509 509  
4 Dividends and interest from securities... 203,641 203,104  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 333,506
b Gross sales price for all assets on line 6a 1,883,386
7 Capital gain net income (from Part IV, line 2)... 333,506
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 537,656 537,119  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
675 0 0 675
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,160 49,160   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,161 2,483   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,829 327   2,502
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,825 51,970 0 3,177
25 Contributions, gifts, grants paid....... 779,519 779,519
26 Total expenses and disbursements. Add lines 24 and 25 840,344 51,970 0 782,696
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -302,688
b Net investment income (if negative, enter -0-) 485,149
c Adjusted net income (if negative, enter -0-)... 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......... 204,295 240,787 240,787
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
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).......... 7,229,428 Click to see attachment
List of Attached Documents:
// Content
6,908,276 		8,124,746
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) 7,433,723 7,149,063 8,365,533
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
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...........    
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........ 7,433,723 7,149,063
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)..... 7,433,723 7,149,063
30 Total liabilities and net assets/fund balances (see instructions). 7,433,723 7,149,063
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
7,433,723
2
Enter amount from Part I, line 27a .....................
2
-302,688
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
19,306
4
Add lines 1, 2, and 3 ..........................
4
7,150,341
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,278
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,149,063
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 7. ALLSTATE CORP COM   2022-05-12 2023-02-14
b 12. ALLSTATE CORP COM   2022-05-12 2023-04-17
c 21. ALLSTATE CORP COM   2022-05-12 2023-07-10
d 1. ALLSTATE CORP COM   2022-05-12 2023-09-12
e 23. ALPHABET INC   2020-03-26 2023-02-14
39. ALPHABET INC   2020-03-26 2023-04-17
72. ALPHABET INC   2020-03-26 2023-07-10
1. ALPHABET INC   2023-09-12 2023-12-05
16. AMAZON COM INC   2020-03-26 2023-02-14
25. AMAZON COM INC   2020-03-26 2023-04-17
49. AMAZON COM INC   2020-03-26 2023-07-10
21. AMERICAN EXPRESS CO INC COM   2023-04-17 2023-07-10
1. AMERICAN EXPRESS CO INC COM   2023-04-17 2023-09-12
17. AMERICAN WATER WORKS CO INC   2023-04-17 2023-07-10
1. AMERICAN WATER WORKS CO INC   2023-04-17 2023-09-12
24. AMPHENOL CORP   2021-12-09 2023-02-14
273. AMPHENOL CORP     2023-04-17
58. AMPHENOL CORP     2023-07-10
1. AMPHENOL CORP   2020-06-17 2023-09-12
1. AMPHENOL CORP   2020-06-17 2023-12-05
27. APPLE INC   2020-03-26 2023-02-14
46. APPLE INC   2020-03-26 2023-04-17
87. APPLE INC     2023-07-10
2. APPLE INC   2016-05-09 2023-09-12
2. APPLE INC   2022-11-21 2023-12-05
34. BANK OF AMERICA CORP   2017-06-29 2023-02-14
58. BANK OF AMERICA CORP   2017-06-29 2023-04-17
106. BANK OF AMERICA CORP   2017-06-29 2023-07-10
2. BANK OF AMERICA CORP   2017-06-29 2023-09-12
2. BANK OF AMERICA CORP   2017-06-29 2023-12-05
16. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2023-02-14
27. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2023-04-17
50. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2023-07-10
1. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2023-09-12
1. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2023-12-05
3745.23 BLACKROCK FLOATING RATE INCOME PORTF     2023-02-14
4. BROADCOM INC   2020-10-22 2023-02-14
45. BROADCOM INC   2020-10-22 2023-04-17
10. BROADCOM INC   2020-10-22 2023-07-10
31. BROADCOM INC   2020-10-22 2023-09-12
127. CAMECO CORP   2020-06-01 2023-02-14
1845. CAMECO CORP     2023-04-17
276. CAMECO CORP   2020-06-17 2023-07-10
11. CAMECO CORP   2020-06-17 2023-12-05
7. CHEVRON CORP   2022-11-21 2023-02-14
13. CHEVRON CORP   2022-11-21 2023-04-17
25. CHEVRON CORP   2022-11-21 2023-07-10
1. CHEVRON CORP   2022-11-21 2023-09-12
324. CHEVRON CORP   2022-11-21 2023-12-05
2. COSTCO WHOLESALE CORP   2016-05-09 2023-02-14
2. COSTCO WHOLESALE CORP   2016-05-09 2023-04-17
5. COSTCO WHOLESALE CORP   2016-05-09 2023-07-10
4. CUMMINS INC   2020-10-22 2023-02-14
7. CUMMINS INC   2020-10-22 2023-04-17
13. CUMMINS INC   2020-10-22 2023-07-10
163. CUMMINS INC   2020-10-22 2023-09-12
4. DANAHER CORP   2020-03-26 2023-02-14
5. DANAHER CORP   2020-03-26 2023-04-17
11. DANAHER CORP   2020-03-26 2023-07-10
133. DANAHER CORP     2023-12-05
5. DOLLAR GENERAL CORP   2021-12-09 2023-02-14
199. DOLLAR GENERAL CORP     2023-04-17
14. DOMINION RES INC VA NEW   2022-05-12 2023-02-14
302. DOMINION RES INC VA NEW   2022-05-12 2023-04-17
344. DOMINION RES INC VA NEW     2023-04-17
60. FREEPORT-MCMORAN INC   2018-07-30 2023-02-14
759. FREEPORT-MCMORAN INC     2023-04-17
137. FREEPORT-MCMORAN INC   2020-08-04 2023-07-10
2. FREEPORT-MCMORAN INC   2020-08-04 2023-09-12
3. FREEPORT-MCMORAN INC   2020-08-04 2023-12-05
1564.95 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND   2021-06-30 2023-02-14
19. HESS CORP   2021-12-09 2023-02-14
132. HESS CORP     2023-04-17
50. HESS CORP   2021-12-09 2023-07-10
1. HESS CORP   2021-12-09 2023-09-12
1. HESS CORP   2021-12-09 2023-12-05
4. HOME DEPOT INC   2020-03-26 2023-02-14
6. HOME DEPOT INC   2020-03-26 2023-04-17
153. HOME DEPOT INC     2023-07-10
4. HONEYWELL INTERNATIONAL INC   2022-05-12 2023-02-14
7. HONEYWELL INTERNATIONAL INC   2022-05-12 2023-04-17
13. HONEYWELL INTERNATIONAL INC   2022-05-12 2023-07-10
1. HONEYWELL INTERNATIONAL INC   2022-05-12 2023-12-05
28. HOST HOTELS & RESORTS INC   2022-05-12 2023-02-14
47. HOST HOTELS & RESORTS INC   2022-05-12 2023-04-17
1207. HOST HOTELS & RESORTS INC   2022-05-12 2023-07-10
498. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2021-03-19 2023-12-05
12. INVITATION HOMES INC   2022-03-14 2023-02-14
22. INVITATION HOMES INC   2021-12-09 2023-02-14
55. INVITATION HOMES INC   2021-12-09 2023-04-17
458. INVITATION HOMES INC   2021-12-09 2023-07-10
1. INVITATION HOMES INC   2021-12-09 2023-09-12
2. INVITATION HOMES INC   2021-12-09 2023-12-05
2746. ISHARES GOLD TRUST   2000-01-01 2023-01-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-02-28
3599. ISHARES GOLD TRUST   2000-01-01 2023-03-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-04-30
3599. ISHARES GOLD TRUST   2000-01-01 2023-05-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-06-30
3599. ISHARES GOLD TRUST   2000-01-01 2023-07-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-08-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-09-30
3599. ISHARES GOLD TRUST   2000-01-01 2023-10-31
3599. ISHARES GOLD TRUST   2000-01-01 2023-11-30
3599. ISHARES GOLD TRUST   2000-01-01 2023-12-31
17. ISHARES CORE S&P MID-CAP ETF $2.67500   2013-02-22 2023-02-14
921. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND     2023-02-14
202. ISHARES CORE MSCI EAFE ETF $1.88200   2016-05-03 2023-02-14
395. ISHARES CORE MSCI EAFE ETF $1.88200     2023-04-17
9652.29 JOHCM INTERNATIONAL SELECT     2023-02-14
31.18 JOHCM INTERNATIONAL SELECT   2019-08-22 2023-04-17
11. JOHNSON & JOHNSON   2022-05-12 2023-02-14
18. JOHNSON & JOHNSON   2022-05-12 2023-04-17
33. JOHNSON & JOHNSON   2022-05-12 2023-07-10
62. JOHNSON & JOHNSON   2022-05-12 2023-09-12
1. JOHNSON & JOHNSON   2022-05-12 2023-12-05
.59 KENVUE INC   2022-05-12 2023-09-11
1. KENVUE INC   2023-09-12 2023-12-05
27. KRAFT HEINZ CO   2020-07-01 2023-02-14
44. KRAFT HEINZ CO     2023-04-17
83. KRAFT HEINZ CO   2020-07-01 2023-07-10
1060. KRAFT HEINZ CO     2023-09-12
12. MICROSOFT CORP   2020-03-26 2023-02-14
19. MICROSOFT CORP   2020-03-26 2023-04-17
34. MICROSOFT CORP     2023-07-10
1. MICROSOFT CORP   2016-05-09 2023-09-12
1. MICROSOFT CORP   2016-05-09 2023-12-05
16. MOLSON COORS BREWING CO   2022-11-21 2023-02-14
274. MOLSON COORS BREWING CO     2023-07-10
3. MOLSON COORS BREWING CO   2022-11-21 2023-12-05
558.35 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2023-02-14
18077.94 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2023-12-05
7. NEXTERA ENERGY INC   2018-12-31 2023-02-14
12. NEXTERA ENERGY INC   2018-12-31 2023-04-17
318. NEXTERA ENERGY INC     2023-07-10
6. NVIDIA CORP   2019-11-07 2023-02-14
26. NVIDIA CORP   2019-11-07 2023-07-10
170. NVIDIA CORP   2019-11-07 2023-09-12
1. NVIDIA CORP   2019-11-07 2023-12-05
4. PARKER HANNIFIN CORP COM   2019-11-07 2023-02-14
7. PARKER HANNIFIN CORP COM   2019-11-07 2023-04-17
12. PARKER HANNIFIN CORP COM   2019-11-07 2023-07-10
1. PARKER HANNIFIN CORP COM   2019-11-07 2023-12-05
5. PEPSICO INC CAP   2022-11-21 2023-02-14
10. PEPSICO INC CAP   2022-11-21 2023-04-17
19. PEPSICO INC CAP   2022-11-21 2023-07-10
9. RAYTHEON TECHNOLOGIES CORP   2020-06-01 2023-02-14
15. RAYTHEON TECHNOLOGIES CORP   2020-06-01 2023-04-17
29. RAYTHEON TECHNOLOGIES CORP   2020-06-01 2023-07-10
365. RAYTHEON TECHNOLOGIES CORP     2023-09-12
3. ROPER TECHNOLOGIES INC   2020-03-26 2023-02-14
90. ROPER TECHNOLOGIES INC     2023-04-17
3. S&P GLOBAL INC   2022-05-12 2023-02-14
4. S&P GLOBAL INC   2022-05-12 2023-04-17
9. S&P GLOBAL INC   2022-05-12 2023-07-10
9. T-MOBILE US INC   2022-11-21 2023-02-14
19. T-MOBILE US INC   2022-11-21 2023-04-17
34. T-MOBILE US INC   2022-11-21 2023-07-10
1. T-MOBILE US INC   2022-11-21 2023-12-05
5. TRACTOR SUPPLY CO COM   2022-05-12 2023-02-14
9. TRACTOR SUPPLY CO COM   2022-05-12 2023-04-17
16. TRACTOR SUPPLY CO COM   2022-05-12 2023-07-10
1. TRACTOR SUPPLY CO COM   2022-05-12 2023-12-05
4. UNITEDHEALTH GROUP INC   2022-03-14 2023-02-14
127. UNITEDHEALTH GROUP INC     2023-04-17
5. UNITEDHEALTH GROUP INC   2022-05-12 2023-07-10
753. VANGUARD FTSE EMERGING MKTS ETF $1.05000   2022-05-12 2023-12-05
.33 VERALTO CORP   2015-11-05 2023-10-02
44. VERALTO CORP     2023-10-06
5. VULCAN MATERIALS CO COM   2022-11-21 2023-02-14
11. VULCAN MATERIALS CO COM   2022-11-21 2023-04-17
19. VULCAN MATERIALS CO COM   2022-11-21 2023-07-10
1. VULCAN MATERIALS CO COM   2022-11-21 2023-09-12
49. WELLS FARGO & COMPANY   2021-04-19 2023-02-14
82. WELLS FARGO & COMPANY   2021-04-19 2023-04-17
151. WELLS FARGO & COMPANY   2021-04-19 2023-07-10
3. WELLS FARGO & COMPANY   2021-04-19 2023-09-12
3. WELLS FARGO & COMPANY   2021-04-19 2023-12-05
1. WEST PHARMACEUTICAL SERVICES INC   2022-03-14 2023-02-14
3. WEST PHARMACEUTICAL SERVICES INC   2021-12-09 2023-04-17
5. WEST PHARMACEUTICAL SERVICES INC   2021-12-09 2023-07-10
25. WHEATON PRECIOUS METALS CORP   2020-08-04 2023-02-14
44. WHEATON PRECIOUS METALS CORP   2020-08-04 2023-04-17
80. WHEATON PRECIOUS METALS CORP   2020-08-04 2023-07-10
2. WHEATON PRECIOUS METALS CORP   2020-08-04 2023-09-12
1. WHEATON PRECIOUS METALS CORP   2020-08-04 2023-12-05
27. WYNN RESORTS LTD   2023-04-17 2023-07-10
363. WYNN RESORTS LTD   2023-04-17 2023-12-05
24. XYLEM INC   2023-04-17 2023-07-10
2. ZOETIS INC   2018-04-27 2023-02-14
99. ZOETIS INC   2018-04-27 2023-04-17
19. STERIS PLC   2023-04-17 2023-07-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 946   883 63
b 1,369   1,514 -145
c 2,251   2,649 -398
d 110   126 -16
e 2,146   1,308 838
4,131   2,218 1,913
8,421   4,096 4,325
131   136 -5
1,576   1,549 27
2,560   2,420 140
6,226   4,743 1,483
3,571   3,419 152
159   163 -4
2,380   2,542 -162
138   150 -12
1,935   2,000 -65
21,389   22,666 -1,277
4,898   3,276 1,622
87   50 37
91   50 41
4,110   1,709 2,401
7,597   2,911 4,686
16,364   4,307 12,057
353   47 306
387   297 90
1,215   826 389
1,755   1,408 347
3,049   2,574 475
58   49 9
61   49 12
1,723   1,436 287
2,699   2,423 276
4,304   4,488 -184
92   90 2
94   90 4
35,992   38,266 -2,274
2,394   1,497 897
28,195   16,838 11,357
8,646   3,742 4,904
26,209   11,600 14,609
3,684   1,376 2,308
47,866   19,512 28,354
8,317   2,853 5,464
502   114 388
1,206   1,268 -62
2,223   2,355 -132
3,870   4,529 -659
167   181 -14
46,374   58,696 -12,322
1,001   296 705
988   296 692
2,634   740 1,894
986   892 94
1,639   1,561 78
3,271   2,899 372
38,469   36,345 2,124
1,028   553 475
1,279   691 588
2,575   1,520 1,055
29,229   12,122 17,107
1,146   1,109 37
42,447   44,131 -1,684
810   1,156 -346
17,656   24,942 -7,286
20,112   27,925 -7,813
2,553   969 1,584
31,775   10,723 21,052
5,290   1,780 3,510
80   26 54
110   39 71
20,000   23,772 -3,772
2,788   1,500 1,288
19,208   10,564 8,644
6,798   3,946 2,852
161   79 82
140   79 61
1,268   761 507
1,768   1,141 627
47,098   20,147 26,951
799   758 41
1,383   1,327 56
2,680   2,464 216
197   190 7
516   527 -11
773   885 -112
21,225   22,731 -1,506
74,373   70,299 4,074
394   476 -82
722   949 -227
1,810   2,371 -561
15,750   19,748 -3,998
34   43 -9
66   86 -20
21   19 2
25   24 1
27   25 2
28   25 3
29   26 3
28   26 2
28   26 2
28   26 2
28   27 1
28   25 3
28   25 3
29   26 3
4,508   1,868 2,640
30,461   36,445 -5,984
13,465   10,901 2,564
26,937   21,315 5,622
209,841   220,962 -11,121
684   706 -22
1,787   1,945 -158
2,982   3,183 -201
5,267   5,835 -568
10,154   10,964 -810
159   177 -18
14   13 1
20   21 -1
1,078   856 222
1,736   1,452 284
2,958   2,633 325
35,610   33,562 2,048
3,251   1,845 1,406
5,473   2,921 2,552
11,229   3,675 7,554
332   50 282
373   50 323
828   873 -45
17,982   15,443 2,539
186   164 22
10,000   10,407 -407
303,709   287,304 16,405
530   304 226
941   522 419
22,676   13,321 9,355
1,357   311 1,046
10,949   1,347 9,602
76,846   8,804 68,042
464   52 412
1,404   800 604
2,274   1,399 875
4,687   2,399 2,288
435   200 235
880   921 -41
1,843   1,843  
3,514   3,501 13
915   581 334
1,545   969 576
2,828   1,873 955
27,389   21,760 5,629
1,278   902 376
39,736   18,470 21,266
1,094   976 118
1,388   1,301 87
3,592   2,928 664
1,321   1,356 -35
2,853   2,862 -9
4,739   5,122 -383
154   151 3
1,181   970 211
2,160   1,746 414
3,496   3,104 392
207   194 13
1,971   1,979 -8
64,262   49,930 14,332
2,302   2,378 -76
30,334   30,387 -53
25   8 17
3,346   1,592 1,754
925   895 30
1,890   1,969 -79
4,149   3,400 749
216   179 37
2,373   2,170 203
3,375   3,632 -257
6,422   6,688 -266
128   133 -5
134   133 1
274   374 -100
1,086   1,309 -223
1,886   2,182 -296
1,063   1,392 -329
2,178   2,450 -272
3,330   4,455 -1,125
86   111 -25
48   56 -8
2,836   3,014 -178
29,811   40,520 -10,709
2,663   2,502 161
344   170 174
17,284   8,392 8,892
4,212   3,574 638
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
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       63
b       -145
c       -398
d       -16
e       838
      1,913
      4,325
      -5
      27
      140
      1,483
      152
      -4
      -162
      -12
      -65
      -1,277
      1,622
      37
      41
      2,401
      4,686
      12,057
      306
      90
      389
      347
      475
      9
      12
      287
      276
      -184
      2
      4
      -2,274
      897
      11,357
      4,904
      14,609
      2,308
      28,354
      5,464
      388
      -62
      -132
      -659
      -14
      -12,322
      705
      692
      1,894
      94
      78
      372
      2,124
      475
      588
      1,055
      17,107
      37
      -1,684
      -346
      -7,286
      -7,813
      1,584
      21,052
      3,510
      54
      71
      -3,772
      1,288
      8,644
      2,852
      82
      61
      507
      627
      26,951
      41
      56
      216
      7
      -11
      -112
      -1,506
      4,074
      -82
      -227
      -561
      -3,998
      -9
      -20
      2
      1
      2
      3
      3
      2
      2
      2
      1
      3
      3
      3
      2,640
      -5,984
      2,564
      5,622
      -11,121
      -22
      -158
      -201
      -568
      -810
      -18
      1
      -1
      222
      284
      325
      2,048
      1,406
      2,552
      7,554
      282
      323
      -45
      2,539
      22
      -407
      16,405
      226
      419
      9,355
      1,046
      9,602
      68,042
      412
      604
      875
      2,288
      235
      -41
       
      13
      334
      576
      955
      5,629
      376
      21,266
      118
      87
      664
      -35
      -9
      -383
      3
      211
      414
      392
      13
      -8
      14,332
      -76
      -53
      17
      1,754
      30
      -79
      749
      37
      203
      -257
      -266
      -5
      1
      -100
      -223
      -296
      -329
      -272
      -1,125
      -25
      -8
      -178
      -10,709
      161
      174
      8,892
      638
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 333,506
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 6,744
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 6,744
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 6,744
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,097
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,097
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 353
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow353 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowWA
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 arrow  
14
The books are in care ofright arrowSVANHILD S CASTNER Telephone no.right arrow (206) 949-6898

Located atright arrowPO BOX 77012SEATTLEWA ZIP+4right arrow98177
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)
 
No
(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
 
 
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
SVANHILD S CASTNER PRESIDENT
1 		0    
PO BOX 77012
SEATTLE,WA98177
RUSSELL CASTNER VICE PRESIDENT
1 		0    
PO BOX 77012
SEATTLE,WA98177
CARI WYSZYNSKI DIRECTOR
1 		0    
PO BOX 77012
SEATTLE,WA98177
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
NONE
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 arrow  
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
7,728,081
b
Average of monthly cash balances.......................
1b
427,757
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,155,838
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
8,155,838
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,338
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,033,500
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
401,675
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
401,675
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,744
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,744
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
394,931
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
394,931
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
394,931
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
782,696
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
782,696
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 7 394,931
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...... 291,607
b From 2019...... 660,031
c From 2020...... 522,647
d From 2021...... 319,525
e From 2022...... 686,795
f Total of lines 3a through e ........ 2,480,605
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 782,696
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..... 394,931
e Remaining amount distributed out of corpus 387,765
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 2,868,370
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) ... 		291,607
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,576,763
10 Analysis of line 9:
a Excess from 2019.... 660,031
b Excess from 2020.... 522,647
c Excess from 2021.... 319,525
d Excess from 2022.... 686,795
e Excess from 2023.... 387,765
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.
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

ASPCA

424 EAST 92ND STREET
NEW YORK,NY10128 		NONE PC GENERAL OPERATING 10,000

SAVE A FORGOTTEN EQUINE

16509 164TH AVENUE NE
WOODINVILLE,WA98072 		NONE PC GENERAL OPERATING 105,000

SAVE-A-MUTT

1501 PIONEER HWY UNIT 423
SILVANA,WA98287 		NONE PC GENERAL OPERATING 2,000

ALLEY CAT PROJECT

P O BOX 99224
SEATTLE,WA98139 		NONE PC GENERAL SUPPORT 2,528

CENTER VALLEY ANIMAL RESCUE

11900 CENTER ROAD
QUILCENE,WA98376 		NONE PC GENERAL OPERATING 25,240

COMMUNITY CAT COALITION

P O BOX 1236
MUKILTEO,WA98275 		NONE PC GENERAL OPERATING SUPPORT 2,528

HUMANE SOCIETY OF US

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING 25,000

OLD DOG HAVEN

621 SR9 NE PMB A4
LAKE STEVENS,WA982588525 		NONE PC SENIOR DOG PLACEMENT 8,000

CHIMPANZEE SANCTUARY NW

PO BOX 952
CLE ELUM,WA98922 		NONE PC PROVIDE SANCTUARY FOR 16,055

CHARLIE'S FOUNDATION

15127 NE 24TH STREET
REDMOND,WA98052 		NONE PC GENERAL SUPPORT 2,528

DOG GONE SEATTLE

3035 30TH AVE W
SEATTLE,WA98199 		NONE PC GENERAL OPERATING SUPPORT 2,528

RAINIER ANIMAL FUND

815 RAINIER AVE S
SEATTLE,WA98144 		NONE PC GENERAL OPERATING SUPPORT 2,000

GREYHOUND PETS INC

PO BOX 891
WOODINVILLE,WA980720891 		NONE PC RETIRED GREYHOUND PLACEMENT 2,000

SEATTLE DOG HOMELESS PROGRAM

2061 15TH AVE W
SEATTLE,WA98119 		NONE PC GENERAL OPERATING 2,528

PAWSITIVE ALLIANCE

14150 NE 20TH ST
BELLEVUE,WA98007 		NONE PC GENERAL OPERATING SUPPORT 5,000

FORGOTTEN DOGS RESCUE

P O BOX 80054
SEATTLE,WA98018 		NONE PC GENERAL SUPPORT 2,528

SEATTLE HUMANE SOCIETY

13212 SE EASTGATE WAY
BELLEVUE,WA98005 		NONE PC GENERAL OPERATING 45,000

HUMANE SOCIETY OF TACOMA

2608 CENTER ST
TACOMA,WA98409 		NONE PC GENERAL OPERATING 20,000

KITSAP HUMANE SOCIETY

9167 DICKEY RD NW
SILVERDALE,WA98383 		NONE PC GENERAL OPERATING 50,000

SARVEY WILDLIFE

13106 148TH ST NE
ARLINGTON,WA98223 		NONE PC GENERAL SUPPORT 10,000

DONEY COE PET CLINIC

1919 3RD AVE
SEATTLE,WA98101 		NONE PC GENERAL OPERATING SUPPORT 5,528

HOMEWARD PET ADOPTION

13132 NE 177TH PLACE
WOODINVILLE,WA98072 		NONE PC GENERAL OPERATING 2,528

MEOW CAT RESCUE

10600 NE 68TH ST STE F
KIRKLAND,WA98033 		NONE PC GENERAL OPERATING 5,000

PASADOS SAFE HAVEN

PO BOX 171
SULTAN,WA98294 		NONE PC GENERAL OPERATING 275,000

WASHINGTON ALASKAN MALAMUTE LEAGUE

P O BOX 75538
SEATTLE,WA98175 		NONE PC GENERAL OPERATING 1,000

SEATTLE AREA FELINE RESCUE

14717 AURORA AVE N
SHORELINE,WA98133 		NONE PC GENERAL OPERATING 60,000

PROGRESSIVE ANIMAL WELFARE SOCIETY

PO BOX 1037
LYNNWOOD,WA98046 		NONE PC GENERAL OPERATING 90,000
Total .................................right arrow 3a 779,519
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 509  
4 Dividends and interest from securities ....     14 203,641  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 333,506  
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) ..   537,656  
13Total. Add line 12, columns (b), (d), and (e)..................
13
537,656
(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:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 675     675

TY 2023 InvestmentsOtherSchedule2
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 50,033 108,485
03027X100 AMERICAN TOWER CORP      
03076C106 AMERIPRISE FINANCIAL      
032095101 AMPHENOL CORP AT COST 29,829 72,960
060505104 BANK OF AMERICA CORP AT COST 31,441 46,027
11135F101 BROADCOM INC AT COST 37,418 111,625
22160K105 COSTCO WHOLESALE COR AT COST 7,296 39,605
231021106 CUMMINS INC      
235851102 DANAHER CORP DEL      
254687106 WALT DISNEY CO      
437076102 HOME DEPOT INC      
464287804 ISHARES CORE S&P SMA AT COST 54,913 128,926
464288687 ISHARES S&P US PREFE      
46432F842 ISHARES CORE MSCI EA AT COST 214,695 288,857
57060D108 MARKETAXESS HOLDINGS      
67066G104 NVIDIA CORP AT COST 27,458 84,187
701094104 PARKER HANNIFIN CORP AT COST 25,068 72,330
742718109 PROCTER & GAMBLE CO      
955306105 WEST PHARMACEUTICAL AT COST 28,618 23,240
98419M100 XYLEM INC AT COST 35,909 39,340
19764F755 COLUMBIA MORTGAGE OP      
29788T103 E2OPEN PARENT HOLDIN      
594918104 MICROSOFT CORP AT COST 16,765 168,090
776696106 ROPER TECHNOLOGIES I      
949746101 WELLS FARGO CO AT COST 86,234 95,831
98978V103 ZOETIS INC      
998143905 KEYBANK DEPOSIT SWEE AT COST 97,674 97,674
09061G101 BIOMARIN PHARMACEUTI AT COST 53,468 61,323
169656105 CHIPOTLE MEXICAN GRI      
256677105 DOLLAR GENERAL CORP      
258620103 DOUBLELINE TOTAL RET AT COST 408,341 344,158
38246G108 GOODRX HOLDINGS INC      
46187W107 INVITATION HOMES INC AT COST 41,350 32,711
46625H100 JP MORGAN CHASE & CO      
500754106 KRAFT HEINZ CO      
02079K305 ALPHABET INC AT COST 65,960 154,637
024525719 AMERICAN BEACON FRON AT COST 69,257 66,420
46137V357 INVESCO S&P 500 EQUA AT COST 215,610 286,407
52106N459 LAZARD GLOBAL LISTED AT COST 159,419 162,349
72201F490 PIMCO INCOME FUND $0 AT COST 75,915 67,313
75513E101 RAYTHEON TECHNOLOGIE      
91324P102 UNITEDHEALTH GROUP I AT COST 29,204 33,168
4812A4351 JPMORGAN STRATEGIC I AT COST 48,506 48,085
74256W584 PRINCIPAL MIDCAP FUN AT COST 110,133 188,209
883556102 THERMO FISHER SCIENT      
057071805 BAIRD INTERMEDIATE B AT COST 1,510,496 1,385,001
09260C307 BLACKROCK SYSTEMATIC AT COST 93,734 91,708
25746U109 DOMINION ENERGY INC      
35671D857 FREEPORT-MCMORAN INC AT COST 16,719 74,668
42809H107 HESS CORP AT COST 50,021 92,695
65339F101 NEXTERA ENERGY INC      
904504842 UNDISCOVERED MGRS BE AT COST 216,938 214,627
037833100 APPLE INC AT COST 45,450 214,478
589509207 MERGER FUND $0.156 AT COST 94,543 91,940
962879102 WHEATON PRECIOUS MET AT COST 48,449 50,820
09260B747 BLACKROCK FLOATING R      
46637K281 JPMORGAN HEDGED EQUI AT COST 89,497 102,289
46653M849 JOHCM INTERNATIONAL      
641224415 NEUBERGER BERMAN EME      
13321L108 CAMECO CORP AT COST 34,812 152,919
23331A109 D R HORTON INC      
38142V845 GOLDMAN SACHS INTL E AT COST 367,942 347,055
464285204 ISHARES GOLD TRUST AT COST 122,712 140,469
464287176 ISHARES BARCLAYS TIP      
464287507 ISHARES CORE S&P MID AT COST 67,561 170,447
92837F755 VIRTUS SEIX FLTG RAT AT COST 36,925 35,753
020002101 ALLSTATE CORP AT COST 35,190 39,054
92206C870 VANGUARD INTERM-TERM AT COST 185,137 194,015
438516106 HONEYWELL INTERNATIO AT COST 31,845 35,231
929160109 VULCAN MATERIALS CO AT COST 45,459 57,661
186854204 CLIFFWATER CORP LEND AT COST 129,722 129,264
166764100 CHEVRON CORP      
872590104 T-MOBILE US INC AT COST 65,530 69,744
36256V783 GMO RESOURCES FUND $ AT COST 131,157 112,832
44107P104 HOST HOTELS & RESORT      
478160104 JOHNSON & JOHNSON AT COST 55,348 49,060
60871R209 MOLSON COORS BREWING AT COST 42,075 47,193
72201U455 PIMCO TRENDS MANAGED AT COST 110,005 92,528
922042858 VANGUARD FTSE EMERGI      
78409V104 S&P GLOBAL INC AT COST 48,245 62,554
892356106 TRACTOR SUPPLY CO AT COST 39,388 43,651
713448108 PEPSICO INC AT COST 44,596 41,101
00771X419 GQG PART EMERG MKTS AT COST 185,180 186,713
025816109 AMERICAN EXPRESS CO AT COST 46,069 53,017
030420103 AMERICAN WATER WORKS AT COST 34,992 30,886
229663109 CUBESMART AT COST 32,147 33,789
337738108 FISERV INC AT COST 63,677 69,475
36266G107 GE HEALTHCARE TECHNO AT COST 84,460 81,495
412295107 HARDING LOEVNER INTL AT COST 213,839 218,019
49177J102 KENVUE INC AT COST 41,637 41,897
550021109 LULULEMON ATHLETICA AT COST 50,790 68,513
69331C108 PG&E CORP AT COST 28,751 30,182
74926P316 RBC EMERGING MARKETS AT COST 151,511 157,824
98980G102 ZSCALER INC AT COST 33,955 37,887
G7997R103 SEAGATE TECHNOLOGY H AT COST 33,020 36,453
G8473T100 STERIS PLC AT COST 47,218 55,182
H8817H100 TRANSOCEAN LTD AT COST 81,020 62,700

TY 2023 OtherDecreasesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 278
OUTSTANDING CKS FROM PY CLEARED 1,000


TY 2023 OtherExpensesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 327 327   0
POSTAGE 248 0   248
MISC EXPENSES 2,254 0   2,254


TY 2023 OtherIncreasesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Amount
OUTSTANDING CHECK CY 19,000
COST ADJ ON CY UIT SALES 300
ROUNDING 6


TY 2023 OtherProfessionalFeesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 49,160 49,160    


TY 2023 TaxesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,921 1,921   0
FEDERAL ESTIMATES - PRINCIPAL 5,678 0   0
FOREIGN TAXES ON NONQUALIFIED 562 562   0