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
DISCUREN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BAILEY WOODRUFF 1201 THIRD AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981013099
A Employer identification number

20-2046554
B Telephone number (see instructions)

(206) 359-8229
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$89,156
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) 135,851
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,157 2,157  
4 Dividends and interest from securities... 38,159 38,159  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 985,649
b Gross sales price for all assets on line 6a 3,004,292
7 Capital gain net income (from Part IV, line 2)... 985,649
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........ 1,161,816 1,025,965  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,556 13,256   119,300
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 8,150 815 0 7,335
16a Legal fees (attach schedule)......... 25,648 2,565 0 23,083
b Accounting fees (attach schedule)....... 14,400 12,960 0 1,440
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 22,603 103   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)....... 15,360 5,947   9,413
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,717 35,646 0 160,571
25 Contributions, gifts, grants paid....... 1,727,180 1,727,180
26 Total expenses and disbursements. Add lines 24 and 25 1,945,897 35,646 0 1,887,751
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -784,081
b Net investment income (if negative, enter -0-) 990,319
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............. 9,520 86,697 86,697
2 Savings and temporary cash investments......... 96,404    
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)....... 119,768    
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).......... 645,700   0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,845
Click to see attachment
List of Attached Documents:
// Content
2,459
Click to see attachment
List of Attached Documents:
// Content
2,459
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 873,237 89,156 89,156
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........ 873,237 89,156
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)..... 873,237 89,156
30 Total liabilities and net assets/fund balances (see instructions). 873,237 89,156
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
873,237
2
Enter amount from Part I, line 27a .....................
2
-784,081
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
89,156
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
89,156
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 53. VF CORP   2019-05-28 2023-01-31
b 3358.911 DOMINI IMPACT INTL EQUITY FD CL I   2014-10-17 2023-02-14
c 321. APPLE INC   2012-12-03 2023-02-16
d 114. APPLE INC   2013-01-17 2023-02-16
e 410. APPLE INC   2013-01-17 2023-02-16
63. MICROSOFT CORP   2008-07-10 2023-02-16
83. MICROSOFT CORP   2009-10-07 2023-02-16
388. MICROSOFT CORP   2009-10-01 2023-02-16
100. AT&T INC   2005-11-02 2023-04-03
34. ABBVIE INC   2010-10-08 2023-04-03
239. ABBVIE INC   2010-10-08 2023-04-03
16. AIR PRODUCTS & CHEMICALS INC   2021-01-28 2023-04-03
54. AIR PRODUCTS & CHEMICALS INC   2009-10-01 2023-04-03
73. ALPHABET INC CL A   2021-01-28 2023-04-03
19. AMERICAN TOWER CORP   2012-05-10 2023-04-03
198. APPLE INC   2013-01-17 2023-04-03
39. BLACKROCK INC   2010-06-18 2023-04-03
7. BLACKROCK INC   2010-06-18 2023-04-03
1056.146 BROWN CAPITAL MGMT SMALL COMPANY FD   2011-01-06 2023-04-03
.001 BROWN CAPITAL MGMT SMALL COMPANY FD   2011-08-29 2023-04-03
34. CVS HEALTH CORP   2012-07-20 2023-04-03
134. CISCO SYSTEMS INC   2008-07-10 2023-04-03
129. COMCAST CORP   2010-01-21 2023-04-03
571. COMCAST CORP   2009-10-07 2023-04-03
24. DANAHER CORP   2005-11-02 2023-04-03
203. DANAHER CORP   2009-03-04 2023-04-03
93. WALT DISNEY CO   2008-07-10 2023-04-03
247. WALT DISNEY CO   2009-07-31 2023-04-03
16. ECOLAB INC   2015-03-06 2023-04-03
280. FIRST TRUST GLOBAL WIND ENERGY ETF   2014-10-21 2023-04-03
3212.653 HARDING LOEVNER INTL EQUITY PORTFOLIO   2012-04-30 2023-04-03
126. HOME DEPOT INC   2014-06-20 2023-04-03
24. HOME DEPOT INC   2014-06-20 2023-04-03
89. INTEL CORP   2009-06-26 2023-04-03
22. INTERNATIONAL BUSINESS MACHINES   1965-11-01 2023-04-03
1142. ISHARES GOLD TRUST ETF   2015-03-30 2023-04-03
412.007 JPMORGAN EMERGING MKTS EQUITY FD CL L   2017-06-06 2023-04-03
436.346 LAZARD GLOBAL INFRASTRUCTURE PORT CL I   2019-03-26 2023-04-03
3746.494 LAZARD GLOBAL INFRASTRUCTURE PORT CL I   2020-07-24 2023-04-03
922.575 MFS INTL INTRINSIC VALUE FD CL I   2014-02-24 2023-04-03
22. MARRIOTT INTERNATIONAL INC   2023-02-16 2023-04-03
46. METLIFE INC   2013-03-22 2023-04-03
72. MICROSOFT CORP   2009-10-01 2023-04-03
50. MONDELEZ INTERNATIONAL INC   2011-12-08 2023-04-03
165. ORACLE CORP   2009-10-01 2023-04-03
515. ORACLE CORP   2008-09-17 2023-04-03
60. ORACLE CORP   2005-11-02 2023-04-03
22. PNC FINANCIAL SERVICES GROUP   2012-05-18 2023-04-03
92. PAYPAL HOLDINGS INC   2013-10-30 2023-04-03
36. PEPSICO INC   2005-11-02 2023-04-03
77. PFIZER INC   2020-07-27 2023-04-03
40. PROCTER & GAMBLE CO   2005-11-02 2023-04-03
68. QUALCOMM INC   2006-07-17 2023-04-03
48. REALTY INCOME CORP   2022-07-11 2023-04-03
73. SPDR S&P BIOTECH ETF   2010-01-21 2023-04-03
592. SPDR S&P BIOTECH ETF   2009-10-07 2023-04-03
77. CHARLES SCHWAB CORP   2009-10-01 2023-04-03
81. CHARLES SCHWAB CORP   2011-12-30 2023-04-03
403. CHARLES SCHWAB CORP   2011-12-30 2023-04-03
44. UTILITIES SELECT SECTOR SPDR ETF   2009-03-20 2023-04-03
96. STARBUCKS CORP   2018-02-16 2023-04-03
95. STRYKER CORP   2009-10-01 2023-04-03
220. STRYKER CORP   2009-10-07 2023-04-03
11. STRYKER CORP   2005-11-02 2023-04-03
20. TARGET CORP   2022-07-11 2023-04-03
12. UNION PACIFIC CORP   2021-06-15 2023-04-03
17. UNITED PARCEL SERVICE INC   2008-07-10 2023-04-03
16. UNITEDHEALTH GROUP INC   2011-08-25 2023-04-03
225. UNITEDHEALTH GROUP INC   2011-08-25 2023-04-03
41. VISA INC   2015-08-27 2023-04-03
112. WELLS FARGO & CO   2021-06-15 2023-04-03
16. ACCENTURE PLC   2020-07-27 2023-04-03
36. EATON CORP PLC   2012-12-01 2023-04-03
143. EATON CORP PLC   2012-12-01 2023-04-03
26. MEDTRONIC PLC   2015-01-27 2023-04-03
10. CHUBB LIMITED   2022-07-11 2023-04-03
623.367 ARTISAN INTL SMID FD CL I   2023-04-04 2023-06-12
1416.34 JPMORGAN EMERGING MKTS EQUITY FD CL L   2017-06-06 2023-06-12
1021.359 MFS INTL INTRINSIC VALUE FD CL I   2014-02-24 2023-06-12
8. PAYPAL HOLDINGS INC   2013-10-30 2023-06-12
68.972 VANGUARD FTSE SOCIAL INDEX FD CL A   2023-04-04 2023-06-12
455.926 VANGUARD FTSE SOCIAL INDEX FD CL A   2018-01-12 2023-06-12
252. VANGUARD MID CAP ETF   2023-04-03 2023-06-12
4815.473 TIAA-CREF CORE IMPACT BOND FD CL I   2017-08-24 2023-07-05
35. SPDR S&P BIOTECH ETF   2009-10-07 2023-09-11
65. ISHARES GOLD TRUST ETF   2015-03-30 2023-09-15
173.099 LAZARD GLOBAL INFRASTRUCTURE PORT CL I   2020-07-24 2023-09-15
8372.948 PIMCO LOW DURATION ESG FD CL I   2017-08-22 2023-09-15
7063.916 TIAA-CREF CORE IMPACT BOND FD CL I   2017-08-24 2023-09-15
406.347 VANGUARD FTSE SOCIAL INDEX FD CL A   2018-01-12 2023-09-15
3440.152 VANGUARD GNMA FD CL A   2007-12-28 2023-09-15
186.105 VANGUARD GNMA FD CL A   2023-04-04 2023-09-15
94.958 PIMCO LOW DURATION ESG FD CL I   2017-08-22 2023-09-19
3698.35 PIMCO LOW DURATION ESG FD CL I   2023-04-04 2023-09-19
908.056 VANGUARD GNMA FD CL A   2023-04-04 2023-09-19
.6666 VERALTO CORP USD 0.01   2009-03-04 2023-10-10
92. AT&T INC   2005-11-02 2023-11-13
11. ABBVIE INC   2010-10-08 2023-11-13
6. AIR PRODUCTS & CHEMICALS INC   2009-10-01 2023-11-13
46. ALPHABET INC CL A   2021-01-28 2023-11-13
32. AMAZON.COM INC   2023-02-16 2023-11-13
12. AMERICAN TOWER CORP   2012-05-10 2023-11-13
36. APPLE INC   2013-01-17 2023-11-13
4. BLACKROCK INC   2010-06-18 2023-11-13
3. BROADCOM INC NPV   2023-04-03 2023-11-13
32. CVS HEALTH CORP   2012-07-20 2023-11-13
1963.786 CALVERT INTL RESPONSIBLE IDX FD CL I   2023-04-04 2023-11-13
68. CISCO SYSTEMS INC   2008-07-10 2023-11-13
39. COMCAST CORP   2009-10-07 2023-11-13
20. D R HORTON INCORPORATED   2023-09-19 2023-11-13
8. DANAHER CORP   2009-03-04 2023-11-13
18. WALT DISNEY CO   2009-07-31 2023-11-13
9. ECOLAB INC   2015-03-06 2023-11-13
297. FIRST TRUST GLOBAL WIND ENERGY ETF   2014-10-21 2023-11-13
11. HOME DEPOT INC   2014-06-20 2023-11-13
11. HONEYWELL INTL INC   2023-04-03 2023-11-13
72. INTEL CORP   2009-06-26 2023-11-13
14. INTERNATIONAL BUSINESS MACHINES   1965-11-01 2023-11-13
386. ISHARES GOLD TRUST ETF   2015-03-30 2023-11-13
.5 ISHARES GOLD TRUST ETF   2015-03-30 2023-11-13
20. ISHARES NASDAQ BIOTECH INDX   2023-09-11 2023-11-13
29. ISHARES US TECHNOLOGY ETF   2023-04-03 2023-11-13
18. JPMORGAN CHASE & CO   2023-04-03 2023-11-13
949.171 LAZARD GLOBAL INFRASTRUCTURE PORT CL I   2020-07-24 2023-11-13
5. MARRIOTT INTERNATIONAL INC   2023-02-16 2023-11-13
31. METLIFE INC   2013-03-22 2023-11-13
20. MICROSOFT CORP   2009-10-01 2023-11-13
17. MONDELEZ INTERNATIONAL INC   2011-12-08 2023-11-13
29. ORACLE CORP   2005-11-02 2023-11-13
14. PNC FINANCIAL SERVICES GROUP   2012-05-18 2023-11-13
15. PEPSICO INC   2005-11-02 2023-11-13
58. PFIZER INC   2020-07-27 2023-11-13
18. PROCTER & GAMBLE CO   2005-11-02 2023-11-13
30. QUALCOMM INC   2006-07-17 2023-11-13
9. REALTY INCOME CORP   2022-07-11 2023-11-13
34. CHARLES SCHWAB CORP   2011-12-30 2023-11-13
52. UTILITIES SELECT SECTOR SPDR ETF   2009-03-20 2023-11-13
31. STARBUCKS CORP   2018-02-16 2023-11-13
4. STRYKER CORP   2005-11-02 2023-11-13
2633.407 TIAA-CREF CORE IMPACT BOND FD CL I   2017-08-24 2023-11-13
58347.791 TIAA-CREF CORE IMPACT BOND FD CL I   2023-04-04 2023-11-13
16. TARGET CORP   2022-07-11 2023-11-13
10. UNION PACIFIC CORP   2021-06-15 2023-11-13
11. UNITED PARCEL SERVICE INC   2008-07-10 2023-11-13
5. UNITEDHEALTH GROUP INC   2011-08-25 2023-11-13
13027.891 VANGUARD GNMA FD CL A   2023-04-04 2023-11-13
2. VERALTO CORP USD 0.01   2009-03-04 2023-11-13
16. VISA INC   2015-08-27 2023-11-13
8. ACCENTURE PLC   2020-07-27 2023-11-13
17. EATON CORP PLC   2012-12-01 2023-11-13
22. MEDTRONIC PLC   2015-01-27 2023-11-13
9. CHUBB LIMITED   2022-07-11 2023-11-13
31075.511 PIMCO LOW DURATION ESG FD CL I   2023-04-04 2023-11-14
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 1,616   637 979
b 25,763   25,628 135
c 49,931   6,745 43,186
d 17,732   2,049 15,683
e 63,774   7,368 56,406
16,711   1,611 15,100
22,016   2,083 19,933
102,919   9,700 93,219
1,939   1,496 443
5,436   936 4,500
38,215   6,577 31,638
4,600   4,444 156
15,526   3,753 11,773
7,511   6,880 631
3,828   1,288 2,540
32,566   3,558 29,008
26,032   6,213 19,819
4,672   1,115 3,557
76,159   46,325 29,834
       
2,597   1,533 1,064
6,994   1,876 5,118
4,909   1,038 3,871
21,729   4,428 17,301
5,993   481 5,512
50,687   3,990 46,697
9,284   2,755 6,529
24,658   6,299 18,359
2,655   1,844 811
4,970   3,004 1,966
80,959   47,387 33,572
37,428   10,071 27,357
7,129   1,918 5,211
2,904   1,460 1,444
2,904   180 2,724
42,887   26,289 16,598
12,154   10,605 1,549
6,392   6,392  
54,886   52,781 2,105
38,388   32,807 5,581
3,614   3,943 -329
2,673   1,572 1,101
20,480   1,800 18,680
3,514   1,155 2,359
15,394   3,391 12,003
48,047   9,528 38,519
5,598   754 4,844
2,749   1,354 1,395
6,917   2,813 4,104
6,571   2,124 4,447
3,180   2,726 454
5,980   2,217 3,763
8,439   2,334 6,105
3,009   3,321 -312
5,602   1,347 4,255
45,427   10,164 35,263
3,989   1,438 2,551
4,196   915 3,281
20,875   4,551 16,324
2,970   1,120 1,850
10,036   5,455 4,581
27,307   4,238 23,069
63,236   9,784 53,452
3,162   473 2,689
3,317   2,937 380
2,381   2,681 -300
3,271   1,011 2,260
7,866   724 7,142
110,610   10,183 100,427
9,334   2,961 6,373
4,195   5,082 -887
4,569   3,579 990
6,143   1,539 4,604
24,400   5,459 18,941
2,074   1,920 154
1,967   1,936 31
10,803   10,579 224
42,363   36,457 5,906
43,346   36,320 7,026
506   245 261
2,809   2,615 194
18,565   11,540 7,025
53,693   53,038 655
42,617   49,888 -7,271
2,760   601 2,159
2,366   1,496 870
2,548   2,439 109
73,766   79,710 -5,944
61,385   73,182 -11,797
16,908   10,285 6,623
30,893   35,563 -4,670
1,671   1,759 -88
836   904 -68
32,545   33,100 -555
8,145   8,581 -436
50   5 45
1,426   1,376 50
1,524   303 1,221
1,583   417 1,166
6,073   4,335 1,738
4,564   3,188 1,376
2,210   814 1,396
6,645   647 5,998
2,648   637 2,011
2,844   1,916 928
2,165   1,442 723
51,962   52,904 -942
3,546   952 2,594
1,614   302 1,312
2,453   2,262 191
1,566   139 1,427
1,612   459 1,153
1,605   1,037 568
4,155   3,186 969
3,172   879 2,293
2,053   2,118 -65
2,749   1,181 1,568
2,063   114 1,949
14,207   8,886 5,321
19   12 7
2,294   2,556 -262
3,273   2,668 605
2,617   2,346 271
13,630   13,372 258
989   896 93
1,875   1,060 815
7,343   500 6,843
1,179   393 786
3,305   364 2,941
1,675   862 813
2,517   885 1,632
1,679   2,054 -375
2,741   998 1,743
3,704   1,030 2,674
447   623 -176
1,837   384 1,453
3,095   1,324 1,771
3,216   1,762 1,454
1,131   172 959
22,463   27,282 -4,819
497,707   531,548 -33,841
1,725   2,349 -624
2,087   2,234 -147
1,511   654 857
2,707   226 2,481
114,255   123,114 -8,859
145   14 131
3,914   1,155 2,759
2,525   1,790 735
3,778   649 3,129
1,594   1,624 -30
1,994   1,743 251
275,640   278,126 -2,486
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
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       979
b       135
c       43,186
d       15,683
e       56,406
      15,100
      19,933
      93,219
      443
      4,500
      31,638
      156
      11,773
      631
      2,540
      29,008
      19,819
      3,557
      29,834
       
      1,064
      5,118
      3,871
      17,301
      5,512
      46,697
      6,529
      18,359
      811
      1,966
      33,572
      27,357
      5,211
      1,444
      2,724
      16,598
      1,549
       
      2,105
      5,581
      -329
      1,101
      18,680
      2,359
      12,003
      38,519
      4,844
      1,395
      4,104
      4,447
      454
      3,763
      6,105
      -312
      4,255
      35,263
      2,551
      3,281
      16,324
      1,850
      4,581
      23,069
      53,452
      2,689
      380
      -300
      2,260
      7,142
      100,427
      6,373
      -887
      990
      4,604
      18,941
      154
      31
      224
      5,906
      7,026
      261
      194
      7,025
      655
      -7,271
      2,159
      870
      109
      -5,944
      -11,797
      6,623
      -4,670
      -88
      -68
      -555
      -436
      45
      50
      1,221
      1,166
      1,738
      1,376
      1,396
      5,998
      2,011
      928
      723
      -942
      2,594
      1,312
      191
      1,427
      1,153
      568
      969
      2,293
      -65
      1,568
      1,949
      5,321
      7
      -262
      605
      271
      258
      93
      815
      6,843
      786
      2,941
      813
      1,632
      -375
      1,743
      2,674
      -176
      1,453
      1,771
      1,454
      959
      -4,819
      -33,841
      -624
      -147
      857
      2,481
      -8,859
      131
      2,759
      735
      3,129
      -30
      251
      -2,486
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 985,649
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 13,765
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 13,765
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 13,765
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,341
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 21,341
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 7,576
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 7,576
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowNone
14
The books are in care ofright arrowBAILEY WOODRUFF Telephone no.right arrow (206) 359-8229

Located atright arrow1201 THIRD AVENUE SUITE 4900SEATTLEWA ZIP+4right arrow981013099
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
POLLY M OLSEN DIRECTOR
2
8,004    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
MARTHA ASHENFELTER DIRECTOR
2
8,004    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
COLONEL F BETZ PRESIDENT
0
0    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
ANTHONY J MCCORMICK VICE PRESIDENT
0
0    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
BAILEY WOODRUFF SECRETARY/TREASURER
1
0    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
CAROLINE A MAILLARD EXECUTIVE DIRECTOR
32
100,540    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
TED A MARTIN DIRECTOR
2
8,004    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
OSCAR VERDUZCO DIRECTOR
2
8,004    
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
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
1,270,883
b
Average of monthly cash balances.......................
1b
164,734
c
Fair market value of all other assets (see instructions)................
1c
2,459
d
Total (add lines 1a, b, and c).........................
1d
1,438,076
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
1,438,076
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,571
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,416,505
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
70,825
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
70,825
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,765
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,765
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
57,060
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
57,060
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
57,060
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
1,887,751
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
1,887,751
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 57,060
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...... 1,770,540
b From 2019...... 1,760,440
c From 2020...... 2,465,570
d From 2021...... 2,461,230
e From 2022...... 3,130,987
f Total of lines 3a through e ........ 11,588,767
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,887,751
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..... 57,060
e Remaining amount distributed out of corpus 1,830,691
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 13,419,458
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) ...
1,770,540
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
11,648,918
10 Analysis of line 9:
a Excess from 2019.... 1,760,440
b Excess from 2020.... 2,465,570
c Excess from 2021.... 2,461,230
d Excess from 2022.... 3,130,987
e Excess from 2023.... 1,830,691
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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BAILEY WOODRUFF
1201 THIRD AVENUE SUITE 4900
SEATTLE,WA981013099
(206) 359-8229
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORM TO BE PROVIDED BY THE FOUNDATION
cAny submission deadlines:
GRANTS SHALL NOT BE AWARDED SUBSEQUENT TO 12/31/2023 EXCEPT TO PREVIOUSLY APPROVED GRANTEES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED ONLY TO PUBLIC CHARITIES AND SCHOOL DISTRICTS FOR SPECIFIC PROJECTS LOCATED IN WASHINGTON WHICH ADDRESS THE NEEDS OF LITERACY, BASIC EDUCATION AND DROPOUT PREVENTION.
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

BOYS & GIRLS CLUB OF SNOHOMISH COUNTY

8223 BROADWAY SUITE 100
EVERETT,WA98203
NONE PC GENERAL OPERATING SUPPORT 25,000

REACH OUT & READ WASHINGTON

2400 NW 80TH STREET SUITE 315
SEATTLE,WA98117
NONE PC GENERAL OPERATING SUPPORT 27,000

CITY YEAR SEATTLE KING COUNTY

2203 23RD AVENUE S SUITE 101
SEATTLE,WA98144
NONE PC GENERAL OPERATING SUPPORT 18,000

COMMUNITIES IN SCHOOLS OF PUYALLUP

302 2ND STREET SE
PUYALLUP,WA98372
NONE PC GENERAL OPERATING SUPPORT 22,500

TIETON ARTS & HUMANITIES

PO BOX 171
TIETON,WA98947
NONE PC GENERAL OPERATING SUPPORT 13,500

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA98401
NONE PC GENERAL OPERATING SUPPORT 27,000

YOUNG WOMEN ENPOWERED

5623 RAINIER AVENUE S
SEATTLE,WA98118
NONE PC GENERAL OPERATING SUPPORT 8,500

PEACEKEEPER SOCIETY

PO BOX 10057
YAKIMA,WA98909
NONE PC GENERAL OPERATING SUPPORT 24,000

FOUNDATION FOR ACADEMIC ENDEAVORS

PO BOX 945
MOUNT VERNON,WA98273
NONE PC GENERAL OPERATING SUPPORT 305,000

INTERNATIONAL CAPOEIRA ANGOLA FOUNDATION

PO BOX 14273
SEATTLE,WA98114
NONE PC GENERAL OPERATING SUPPORT 5,000

SUMMER SEARCH

PO BOX 7731
SAN FRANCISCO,CA941207731
NONE PC GENERAL OPERATING SUPPORT 8,500

THE CAMPBELL FARM

2527 CAMPBELL ROAD
WAPATO,WA98951
NONE PC COLLEGE AND CAREER ADVISING 80,000

GLOBAL VISIONARIES

2524 16TH AVENUE S
SEATTLE,WA98144
NONE PC GENERAL OPERATING SUPPORT 8,000

READING PARTNERS

180 GRAND AVENUE SUITE 180
OAKLAND,CA94612
NONE PC GENERAL OPERATING SUPPORT 17,500

THE RURAL ALLIANCE

27232 N DALTON ROAD
DEER PARK,WA99006
NONE PC SERVICE LEARNING FOR RURAL 54,000

AFRICAN COMMUNITY HOUSING & DEVELOPMENT

16256 MILITARY ROAD S SUITE 206
SEATAC,WA98188
NONE PC EDUCATION PROGRAMS 5,000

DUNGEON BOXING CLUB

528 E EDISON AVENUE
SUNNYSIDE,WA98944
NONE PC GENERAL OPERATING SUPPORT 8,000

CHILDREN'S HOME SOCIETY OF WASHINGTON

1612 PENNY LANE
WALLA WALLA,WA99362
NONE PC VALLE LINDO HOMES EDUCATION 200,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 S 66TH STREET SUITE 101
TACOMA,WA98409
NONE PC GENERAL OPERATING SUPPORT 21,000

MOUNT ADAMS SCHOOL DISTRICT

PO BOX 578 621 SIGNAL PEAK ROAD
WHITE SWAN,WA98952
NONE GOV WHITE SWAN COMMUNITY 17,000

FIRST STEP FAMILY SUPPORT CENTER

PO BOX 249
PORT ANGELES,WA98362
NONE PC JEFFERSON COUNTY 8,000

COLUMBIA BASIN FOUNDATION

101 BASIN STREET NW
EPHRATA,WA98823
NONE PC WANAPUM HERITAGE CENTER 15,000

CHILD CARE ACTION COUNCIL

3729 GRIFFIN LANE SE
OLYMPIA,WA98501
NONE PC PARENTS AS TEACHERS OF 60,000

TOGETHER

1520-A IRVING STREET SW
TUMWATER,WA98512
NONE PC HOST HOME PROGRAM 250,000

COMMUNITIES IN SCHOOLS OF RENTON-TUKWILA

1055 S GRADY WAY
RENTON,WA98057
NONE PC GENERAL OPERATING SUPPORT 22,500

THE R MERLE PALMER MINORITY SCHOLARSHIP
FOUNDATION (DBA PALMER SCHOLARS)
PO BOX 7119
TACOMA,WA98417
NONE PC GENERAL OPERATING SUPPORT 36,000

COMMUNITIES IN SCHOOLS OF PENINSULA

PO BOX 684
VAUGHN,WA98394
NONE PC GENERAL OPERATING SUPPORT 40,000

FRIENDS OF THE CHILDREN SEATTLE

PO BOX 18886
SEATTLE,WA98118
NONE PC GENERAL OPERATING SUPPORT 60,000

CHILDREN'S READING FOUNDATION OF THE
MID-COLUMBIA
1229 W 22ND PLACE PORTABLE P4
KENNEWICK,WA98337
NONE PC GENERAL OPERATING SUPPORT 24,000

BURKE MUSEUM ASSOCIATION

UNIVERISTY OF WASHINGTON PO BOX 35
SEATTLE,WA98195
NONE PC GENERAL OPERATING SUPPORT 15,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

516 HIGH STREET
BELLINGHAM,WA982259041
NONE PC MAESTROS PARA EL PUEBLO 36,000

UNIVERSITY OF WASHINGTON FOUNDATION

UNIVERSITY OF WASHINGTON BOX 3528
SEATTLE,WA98195
NONE PC UW RIVERWAYS, RURAL AND 231,180

JUMPING MOUSE CHILDREN'S CENTER

1809 SHERIDAN STREET
PORT TOWNSEND,WA98368
NONE PC GENERAL OPERATING SUPPORT 17,000

OLIVE CREST

2500 116TH AVENUE NE SUITE 1
BELLEVUE,WA98004
NONE PC GENERAL OPERATING SUPPORT 18,000
Total .................................right arrow 3a 1,727,180
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 2,157  
4 Dividends and interest from securities ....     14 38,159  
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 ............
    18 985,649  
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) ..   1,025,965  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,025,965
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
DISCUREN FOUNDATION
 
Employer identification number

20-2046554
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DISCUREN FOUNDATION
 
Employer identification number
20-2046554
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
BLUE HERON TRUST OF 2004
1201 THIRD AVENUE SUITE 4900
 
SEATTLE, WA981013099

$ 879,239


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DISCUREN FOUNDATION
 
Employer identification number

20-2046554
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLICLY TRADED MARKETABLE SECURITIES - DETAILS AVAILABLE UPON REQUEST $ 879,239 2023-01-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DISCUREN FOUNDATION
 
Employer identification number

20-2046554
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 14,400 12,960   1,440

TY 2023 InvestmentsCorpStockSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Name of Stock End of Year Book Value End of Year Fair Market Value
UNION PACIFIC CORP    
EATON CORP PLC    
A T & T INC    
ABBVIE INC    
ALPHABET INC CL A    
AMERICAN TOWER INC    
APPLE INC    
BLACKROCK INC    
C V S HEALTH CORP    
CISCO SYSTEMS INC    
COMCAST CORP    
DANAHER CORP    
HOME DEPOT INC    
INTEL CORP    
INTERNATIONAL BUSINESS MACHINE    
METLIFE INC    
MICROSOFT CORP    
MONDELEZ INTERNATIONAL INC    
ORACLE CORP    
PEPSICO INC    
PROCTER & GAMBLE CO    
QUALCOMM INC    
SCHWAB CHARLES CORP    
STRYKER CORP    
UNITED PARCEL SERVICE INC    
UNITEDHEALTH GROUP INC    
VF CORPORATION    
P N C FINANCIAL SERVICES GROUP    
MEDTRONIC PLC    
ECOLAB INC    
PAYPAL HOLDINGS INC    
VISA INC    
DISNEY WALT CO    
WELLS FARGO & CO    
STARBUCKS CORP    
AIR PRODUCTS & CHEMICALS INC    
ACCENTURE PLC    
PFIZER INC    
CHUBB LIMITED    
TARGET CORP    
REALTY INCOME CORP    

TY 2023 InvestmentsOtherSchedule2
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PIMCO LOW DURATION ESG FUND      
TIAA-CREF IMPACT BOND FUND      
VANGUARD GNMA FUND      
BROWN CAPITAL MGMT SMALL CO FU      
DOMINI IMPACT INTL EQUITY FUND      
FIRST TRUST GLOBAL WIND ENERGY      
ISHARES GOLD TRUST      
JPMORGAN EMERGING MARKETS EQUI      
M F S INTERNATIONAL VALUE FUND      
SPDR S&P BIOTECH ETF      
SPDR UTILITIES SELECT SECTOR E      
VANGUARD FTSE SOCIAL INDEX FUN      
LAZARD GLOBAL INFRASTRUCTURE P      
HARDING LOEVNER INTL EQUITY PO      

TY 2023 LiquidationExplanationStmt
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Statement:
THE FOUNDATION HAD ADOPTED ARTICLES OF DISSOLUTION EFFECTIVE DECEMBER 31, 2023. A COPY IS ATTACHED. MOST OF THE FOUNDATION'S ASSETS HAD BEEN DISTRIBUTED TO CHARITABLE GRANTEES IN 2023. DETAILS ARE PROVIDED IN FORM 990-PF, PART XIV, LINE 3, GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR. THE FOUNDATION'S REMAINING ASSETS WILL BE DISTRIBUTED TO CHARITABLE GRANTEES IN 2024. A FINAL RETURN WILL BE FILED FOR THE YEAR 2024.


TY 2023 LegalFeesSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 25,648 2,565   23,083


TY 2023 OtherAssetsSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INCOME RECEIPT IN FOLLOWING YR 1,845 2,459 2,459


TY 2023 OtherExpensesSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT AGENCY FEES 6,541 5,887   654
PAYROLL SERVICE FEES 599 60   539
PROGRAM EXPENSES 8,220 0   8,220


TY 2023 TaxesSchedule
Name:
DISCUREN FOUNDATION
EIN:
20-2046554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAYMENTS 22,500 0   0
FOREIGN TAX PAID 103 103   0