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
KONZEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2155 112TH AVE NE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, WA98004
A Employer identification number

85-3910161
B Telephone number (see instructions)

(425) 998-9960
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$18,857,892J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 57,818 57,818  
4 Dividends and interest from securities... 584,273 404,942  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,086
b Gross sales price for all assets on line 6a 5,035,187
7 Capital gain net income (from Part IV, line 2)... 344,695
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 858,177 807,455  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,326 3,663   3,663
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,800 5,900   5,900
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
87,923 87,923   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,936 2,446   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,145 1,145   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,130 101,077   9,563
25 Contributions, gifts, grants paid....... 990,000 990,000
26 Total expenses and disbursements. Add lines 24 and 25 1,105,130 101,077   999,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -246,953
b Net investment income (if negative, enter -0-) 706,378
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 306,742 35,108 35,108
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,545,829 Click to see attachment
List of Attached Documents:
// Content
10,862,666 		12,170,349
c Investments—corporate bonds (attach schedule)....... 5,747,799 Click to see attachment
List of Attached Documents:
// Content
3,390,661 		3,409,648
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).......... 3,307,282 Click to see attachment
List of Attached Documents:
// Content
3,372,264 		3,242,787
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) 17,907,652 17,660,699 18,857,892
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,907,652 17,660,699
29 Total net assets or fund balances (see instructions)..... 17,907,652 17,660,699
30 Total liabilities and net assets/fund balances (see instructions). 17,907,652 17,660,699
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
17,907,652
2
Enter amount from Part I, line 27a .....................
2
-246,953
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,660,699
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
17,660,699
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 452 SHRS ACTIVISION BLIZZARD: ATVI   2022-01-12 2023-01-05
b 659 SHRS PAYPAL HOLDINGS INCORPOR: PYPL   2022-04-19 2023-01-05
c 354 SHRS BOEING CO: BA   2022-05-19 2023-01-12
d 1703 SHRS ACTIVISION BLIZZARD: ATVI   2021-11-03 2023-01-05
e 9935 SHRS ANTERO MIDSTREAM CORP: AM   2020-12-24 2023-01-05
3423 SHRS ANTERO MIDSTREAM CORP: AM   2020-12-24 2023-01-06
651 SHRS ALPHABET IN CLASS C: GOOG   2022-10-18 2023-02-14
1045 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-29 2023-03-02
552 SHRS NOVARTIS AG 1 ADR REPS: NVS   2022-08-31 2023-05-03
77 SHRS BROADCOM INC: AVGO   2022-01-11 2023-05-03
605 SHRS BOEING CO: BA   2022-05-19 2023-05-25
70 SHRS AMAZON.COM INC: AMZN   2021-07-31 2023-06-08
133 SHRS APPLE INC: APPL   2020-12-24 2023-06-08
559 SHRS BERKSHIRE HATHAWAY CLASS B: BRKB   2022-01-11 2023-06-08
396 SHRS MICROSOFT CORP: MSFT   2020-12-24 2023-06-08
1376 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-24 2023-07-21
1564 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-24 2023-07-24
433 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-24 2023-07-25
6023 SHRS AMERN EAGLE OUTFITERS: AEO   2023-05-25 2023-08-23
1729 SHRS RAYONIER ADVANCED MA: RYAM   2022-01-11 2023-07-28
256 SHRS PIONEER NATURAL RES: PXD   2022-12-12 2023-10-13
248 SHRS PIONEER NATURAL RES: PXD   2022-08-11 2023-10-12
1147 SHRS ACTIVISION BLIZZARD MANDATORY MERGER EFF:10/16/2: ATVI   2022-01-13 2023-10-13
3080 SHRS NEXTERA ENERGY INC: NEE   2022-08-31 2023-11-30
3040 SHRS INTEL CORP: INTC   2023-01-05 2023-03-07
5987 SHRS INTEL CORP: INTC   2022-11-01 2023-03-07
2155 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-29 2023-03-03
1544 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-24 2023-03-03
718 SHRS NOVARTIS AG 1 ADR REPS: NVS   2022-01-11 2023-05-03
1988 SHRS NOVARTIS AG 1 ADR REPS: NVS   2020-12-24 2023-05-03
798.37 SHRS GOLDMAN SACHS GQG PTNRS INTL OPPS   2021-10-14 2023-05-31
10793.12 SHRS GOLDMAN SACHS GQG PTNRS INTL OPPS   2020-12-24 2023-05-31
8 SHRS BROADCOM INC: AVGO   2022-01-11 2023-06-27
89 SHRS BROADCOM INC: AVGO   2021-10-13 2023-06-27
66 SHRS EATON CORP PLC F: ETN   2022-01-11 2023-06-27
214 SHRS EATON CORP PLC F: ETN   2020-12-24 2023-06-27
402 SHRS ACTIVISION BLIZZARD: ATVI   2022-01-13 2023-07-14
605 SHRS ACTIVISION BLIZZARD: ATVI   2022-01-12 2023-07-14
943 SHRS RAYONIER ADVANCED MA: RYAM   2022-01-11 2023-07-26
787 SHRS RAYONIER ADVANCED MA: RYAM   2020-12-24 2023-07-26
222 SHRS AMERN EAGLE OUTFITERS: AEO   2023-05-25 2023-08-22
2071 SHRS AMERN EAGLE OUTFITERS: AEO   2023-05-26 2023-08-22
835 SHRS AMERN EAGLE OUTFITERS: AEO   2023-08-07 2023-08-22
150 SHRS ACCENTURE PLC FCLASS A: ACN   2022-01-11 2023-10-03
77 SHRS ACCENTURE PLC FCLASS A: ACN   2020-12-24 2023-10-03
334 SHRS PRIONEER NATURAL RES: PXD   2022-09-27 2023-10-13
127 SHRS PRIONEER NATURAL RES: PXD   2022-08-11 2023-10-13
742 SHRS DROPBOX INC CLASS A: DBX   2023-08-07 2023-11-07
2199 SHRS DROPBOX INC CLASS A: DBX   2023-03-13 2023-11-07
3207 SHRS DROPBOX INC CLASS A: DBX   2023-02-24 2023-11-07
861 SHRS DROPBOX INC CLASS A: DBX   2023-02-27 2023-11-07
747 SHRS NEXTERA ENERGY INC: NEE   2023-10-05 2023-11-30
561 SHRS NEXTERA ENERGY INC: NEE   2023-05-03 2023-11-30
151 SHRS JM SMUCKER CO: SJM   2022-01-11 2023-11-30
1717 SHRS JM SMUCKER CO: SJM   2020-12-24 2023-11-30
125000 PAR US TREASUR NT 2.5% 5/24UST NOTE DUE 5/15/24: 912828WJ5   2022-06-03 2023-01-23
65000 PAR US TREASUR NT 2.5% 5/24UST NOTE DUE 5/15/24: 912828WJ5   2022-06-03 2023-03-14
45000 PAR US TREASUR NT 0.5% 3/25UST NOTE DUE 3/31/25: 912828ZF0   2022-06-09 2023-03-15
35000 PAR US TREASUR NT 2.5% 5/24UST NOTE DUE 5/15/24: 912828WJ5   2022-06-03 2023-03-15
77000 PAR US TREASUR NT 2.75% 2/28UST NOTE DUE 2/15/24: 9128283W8   2023-01-26 2023-03-22
86000 PAR GOLDMAN SACHS INT VAR 27 10/21/27: 38141GYM0   2023-03-15 2023-04-17
76000 PAR JPMORGAN CHASE 3.375%23 DUE 5/1/23: 46625HJJ0   2022-06-03 2023-05-01
76000 PAR CITIGROUP INC 3.5%23 DUE 5/15/23: 172967GT2   2022-06-03 2023-05-15
76000 PAR MORGAN STANLEY 4.1%23 DUE 5/22/23: 61747YDU6   2022-06-03 2023-05-22
76000 PAR THE WALT DISNEY 1.75% DUE 1/13/26: 254687FV3   2022-06-03 2023-05-23
76000 PAR MITSUBISHI UF J3.761%XXX**MATURED**:606822BA1   2022-06-03 2023-07-26
214000 PAR FEDERAL NTNL MO 2.625%24 DUE 9/6/24: 3135G0ZR7   2022-06-09 2023-09-27
4000 PAR US TREASUR NT 0.5% 3/25UST NOTE DUE 3/31/24: 912828ZF0   2023-09-08 2023-09-29
10000 PAR AMERICAN EXPRESS 5.85%27 DUE 11/5/27: 025816DB2   2023-03-14 2023-10-06
11000 PAR BANK OF AMERICA 4.183%27 DUE 11/25/27: 06051GGC7   2023-05-23 2023-10-06
14000 PAR CITIGROUP INC 3.7%26 DUE 1/12/26: 172967KG5   2023-05-16 2023-10-06
15000 PAR DUE JPMORGAN CHASE&VAR25 DUE 12/15/25: 46647PDM5   2023-05-01 2023-10-06
18000 PAR DUE MORGAN STANLEY 3.875%26 DUE 1/27/26: 61746BDZ6   2023-05-22 2023-10-06
14000 PAR US BANCORP VAR29 DUE 2/1/29: 91159HJK7   2023-03-22 2023-10-06
7000 PAR APPLE INC. 1.125%25 DUE 5/11/25: 037833DT4   2022-06-03 2023-10-06
17000 PAR AT&T INC. 0.9%24 DUE 3/25/24: 00206RMJ8   2022-06-03 2023-10-06
18000 PAR BANK OF MONTREAL 3.3% 24F 2/5/24: 06367WHH9   2022-06-03 2023-10-06
16000 PAR COMCAST CORP 3.95%25 DUE 10/15/25: 20030NCS8   2022-06-03 2023-10-06
18000 PAR EL PASO PIPELINE 4.3%24 DUE5/1/24: 28370TAG4   2022-06-03 2023-10-06
30000 PAR NEW YORK NY 1396%27GO UTX DUE 8/1/27XTRO TAXBL: 64966QZY9   2022-06-08 2023-10-06
75000 PAR US TREASU NT 0.375% 11/25UST NOTE DUE 11/30/25: 9128CBH3   2022-06-06 2023-10-06
100000 PAR US TREAU NT 0.375% 11/25UST NOTE DUE 11/30/25: 9128CAZ4   2022-06-03 2023-10-06
75000 PAR US TREASU NT 1.625% 5/26UST NOTE DUE 5/15/26: 912828XB1   2022-06-03 2023-10-06
100000 PAR US TREASU NT 2.125% 5/25UST NOTE DUE 5/15/25: 912828XB1   2022-06-03 2023-10-06
100000 PAR US TREASU NT 0.5% 3/25UST NOTE DUE 3/31/25: 912828ZF0   2022-06-09 2012-10-06
75000 PAR US TREASUR NT 0.5%5/27UST NOTE DUE 5/31/27: 912828ZS2   2022-06-03 2023-10-06
18000 PAR WELLS FARGO & CO 3.75%24 DUE 1/24/24: 95000U2C6   2022-06-03 2023-10-06
74000 PAR US TREASU NT 2.2125% 5/25UST NOTE DUE 5/15/25: 912828XB1   2022-06-03 2023-12-20
(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 34,832   29,096 5,736
b 50,461   68,508 -18,047
c 75,885   45,299 30,586
d 131,236   113,314 17,922
e 106,716   83,000 23,716
37,759   28,597 9,162
61,232   66,073 -4,841
8,824   6,612 2,212
57,526   44,492 13,034
47,442   48,036 -594
121,183   77,418 43,765
8,739   11,672 -2,933
23,871   17,555 6,316
187,540   177,717 9,823
129,075     129,075
7,040   8,643 -1,603
7,804   9,824 -2,020
2,174   2,720 -546
93,822   63,822 30,000
8,030   10,751 -2,721
62,750   55,479 7,271
59,847   57,002 2,845
108,965   73,745 35,220
179,784   262,307 -82,523
77,773   83,961 -6,188
153,167   170,570 -17,403
18,109   13,636 4,473
12,975   9,698 3,277
74,826   64,425 10,401
207,178   176,097 31,081
13,932   15,309 -1,377
188,340   206,962 -18,622
6,726   4,991 1,735
74,832   43,108 31,724
13,008   11,028 1,980
42,178   24,942 17,236
36,554   25,846 10,708
55,012   38,945 16,067
4,628   5,864 -1,236
3,862   4,943 -1,081
3,422   2,352 1,070
31,920   22,012 9,908
12,870   12,596 274
45,933   56,220 -10,287
23,579   19,980 3,599
81,869   69,428 12,441
31,130   29,190 1,940
19,289   21,006 -1,717
57,166   42,068 15,098
83,370   65,778 17,592
22,383   17,769 4,614
43,603   36,424 7,179
32,746   42,867 -10,121
16,523   21,310 -4,787
187,878   198,169 -10,291
121,655   124,730 -3,075
63,363   64,860 -1,497
42,041   42,041 0
34,286   34,924 -638
73,412   74,008 -596
76,653   75,460 1,193
76,000   76,000 0
76,000   76,000 0
76,000   76,000 0
70,753   71,994 -1,241
76,000   76,000 0
208,368   212,934 -4,566
3,713   3,725 -12
10,007   10,401 -394
10,122   10,541 -419
13,277   13,625 -348
14,864   15,055 -191
17,137   17,576 -439
12,943   13,672 -729
6,538   6,644 -106
16,584   16,584 0
17,798   18,013 -215
15,493   16,177 -684
17,797   18,089 -292
25,697   26,782 -1,085
67,523   68,191 -668
90,630   91,624 -994
68,994   71,366 -2,372
95,290   97,975 -2,685
93,278   93,321 -43
64,274   66,465 -2,191
17,860   18,037 -177
71,519   72,502 -983
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       5,736
b       -18,047
c       30,586
d       17,922
e       23,716
      9,162
      -4,841
      2,212
      13,034
      -594
      43,765
      -2,933
      6,316
      9,823
      129,075
      -1,603
      -2,020
      -546
      30,000
      -2,721
      7,271
      2,845
      35,220
      -82,523
      -6,188
      -17,403
      4,473
      3,277
      10,401
      31,081
      -1,377
      -18,622
      1,735
      31,724
      1,980
      17,236
      10,708
      16,067
      -1,236
      -1,081
      1,070
      9,908
      274
      -10,287
      3,599
      12,441
      1,940
      -1,717
      15,098
      17,592
      4,614
      7,179
      -10,121
      -4,787
      -10,291
      -3,075
      -1,497
      0
      -638
      -596
      1,193
      0
      0
      0
      -1,241
      0
      -4,566
      -12
      -394
      -419
      -348
      -191
      -439
      -729
      -106
      0
      -215
      -684
      -292
      -1,085
      -668
      -994
      -2,372
      -2,685
      -43
      -2,191
      -177
      -983
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 2 344,695
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 9,819
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 9,819
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 9,819
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 572
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 10,609
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,609 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE TSCHETTER GROUP Telephone no.right arrow (425) 998-9960

Located atright arrow2155 112TH AVE NEBELLEVUEWA ZIP+4right arrow98004
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
NEIL KONZEN DIRECTOR
1.00 		0 0 0
3252 HUNTS POINT ROAD
HUNTS POINT,WA98004
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,542,866
b
Average of monthly cash balances.......................
1b
126,316
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,669,182
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
18,669,182
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
280,038
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,389,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
919,457
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
919,457
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,819
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,819
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
909,638
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
909,638
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
909,638
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
999,563
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
999,563
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 7 909,638
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......  
b From 2019......  
c From 2020...... 2
d From 2021...... 39,843
e From 2022...... 148,379
f Total of lines 3a through e ........ 188,224
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 999,563
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..... 909,638
e Remaining amount distributed out of corpus 89,925
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 5 278,149
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		278,149
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 2
c Excess from 2021.... 39,843
d Excess from 2022.... 148,379
e Excess from 2023.... 89,925
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).)
NEIL KONZEN
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

ACLU

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHARITY OPERATING 25,000

CONGREGATIONS FOR THE HOMELESS

515 116TH AVE NE STE 150
BELLEVUE,WA98004 		NONE PUBLIC CHARITY OPERATING 25,000

INTERNATIONAL RELIEF TEAMS

3545 CAMINO DEL RIO S STE A
SAN DIEGO,CA92108 		NONE PUBLIC CHARITY OPERATING 25,000

SOLID GROUND WASHINGTON

1501 N 45TH ST
SEATTLE,WA98103 		NONE PUBLIC CHARITY OPERATING 25,000

PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO

1117 TIETON DR
YAKIMA,WA98902 		NONE PUBLIC CHARITY OPERATING 25,000

THE DAVID SHELDRICK WILDLIFE TRUST USA INC

25283 CABOT ROAD STE 101
LAGUNA HILLS,CA92653 		NONE PUBLIC CHARITY OPERATING 25,000

WASHINGTON TRAILS ASSOCIATION

705 2ND AVE SUITE 300
SEATTLE,WA98104 		NONE PUBLIC CHARITY OPERATING 25,000

NATIONAL HUMANE SOCIETY

40 E MAIN STREET 364
NEWARK,DE19711 		NONE PUBLIC CHARITY OPERATING 25,000

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 25,000

THE NATURE CONSERVANCY

74 WALL STREET
SEATTLE,WA98121 		NONE PUBLIC CHARITY OPERATING 50,000

WORLD VISION FOUNDATION

PO BOX 9716
FEDERAL WAY,WA98063 		NONE PUBLIC CHARITY OPERATING 25,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		NONE PUBLIC CHARITY OPERATING 75,000

PRO PUBLICA

155 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		NONE PUBLIC CHARITY OPERATING 25,000

WSCADV

107 SPRING STREET
SEATTLE,WA98104 		NONE PUBLIC CHARITY OPERATING 25,000

WASHINGTON ENVIRONMENTAL COUNCIL

1402 3RD AVENUE SUITE 1400
SEATTLE,WA98101 		NONE PUBLIC CHARITY OPERATING 25,000

SEATTLE FOUNDATION

1601 FIFTH AVENUE
SEATTLE,WA98101 		NONE PUBLIC CHARITY OPERATING 25,000

MARY'S PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111 		NONE PUBLIC CHARITY OPERATING 25,000

NATIONAL COLLEGE ATTAINMENT NETWORK

800 17TH ST NW 630
WASHINGTON,DC20006 		NONE PUBLIC CHARITY OPERATING 25,000

ALASKA WILDERNESS LEAGUE

122 C ST NW STE 650
WASHINGTON,DC20001 		NONE PUBLIC CHARITY OPERATING 25,000

NATIONAL DOMESTIC VIOLENCE HOTLINE

PO BOX 90249
AUSTIN,TX78709 		NONE PUBLIC CHARITY OPERATING 25,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY OPERATING 25,000

LIFE FLIGHT NETWORK FOUNDATION

22285 YELLOW GATE LN NE STE 102
AURORA,OR97002 		NONE PUBLIC CHARITY OPERATING 10,000

AMERICAN FORESTS

1220 L STREET NW SUITE 750
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 25,000

THE AMERICAN CHESTNUT FOUNDATION

50 N MERRIMON AVE STE 115
ASHEVILLE,NC28804 		NONE PUBLIC CHARITY OPERATING 10,000

MAKE-A-WISH ALASKA & WA

811 1ST AVE 620
SEATTLE,WA98104 		NONE PUBLIC CHARITY OPERATING 25,000

CARE USA

151 ELLIS STREET NE
ATLANTA,GA30303 		NONE PUBLIC CHARITY OPERATING 50,000

MOTORCYCLE MISSIONS

654 CO RD 234
GEORGETOWN,TX78633 		NONE PUBLIC CHARITY OPERATING 10,000

DIAN FOSSEY GORILLA FUND

800 CHEROKEE AVE SE
ATLANTA,GA30315 		NONE PUBLIC CHARITY OPERATING 25,000

EVERGREEN GOODWILL OF NORTHWEST WASHINGTON

700 DEARBORN PLACE S
SEATTLE,WA98144 		NONE PUBLIC CHARITY OPERATING 20,000

THE CLEAR FUND - GIVE WELL ORG MAXIMUM IMPACT

1714 FRANKLIN STREET 100335
OAKLAND,CA94612 		NONE PUBLIC CHARITY OPERATING 25,000

AMERICAN RED CROSS

1900 25TH AVE S
SEATTLE,WA98144 		NONE PUBLIC CHARITY OPERATING 75,000

CHILDRENS' HOSPITAL GUILD

PO BOX 5371 S-200
SEATTLE,WA98145 		NONE PUBLIC CHARITY OPERATING 25,000

AFFILIATED TRIBES

6636 NE SANDY BLVD
PORTLAND,OR97213 		NONE PUBLIC CHARITY OPERATING 15,000

AGRICULTURE & FOOD SYSTEMS INSTITUTE

1010 VERMONT AVENUE NW SUITE 202
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 20,000

BECAUSE PEOPLE MATTER

PO BOX 2383
BEND,OR97709 		NONE PUBLIC CHARITY OPERATING 10,000

EASTSIDE FRIENDS OF SENIORS

818 SE 8TH ST
SAMMAMISH,WA98074 		NONE PUBLIC CHARITY OPERATING 5,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PUBLIC CHARITY OPERATING 20,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PUBLIC CHARITY OPERATING 10,000

LIBERTY UKRAINE

6205 TOSCANA AVE
AUSTIN,TX78724 		NONE PUBLIC CHARITY OPERATING 10,000
Total .................................right arrow 3a 990,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 57,818  
4 Dividends and interest from securities ....     14 584,273  
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 ............ 		    18 216,086  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 858,177 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
858,177
(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.
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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:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACOUNTING FEES 11,800 5,900   5,900

TY 2023 InvestmentsCorpBondsSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB BOND FUNDS 3,390,661 3,409,648

TY 2023 InvestmentsCorpStockSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB MUTUAL FUNDS 372,391 384,716
CHARLES SCHWAB EXCHANGE TRADED FUNDS 210,841 228,951
CHARLES SCHWAB EQUITIES 10,279,434 11,556,682

TY 2023 InvestmentsOtherSchedule2
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CHARLES SCHWAB OTHER ASSETS AT COST 3,372,264 3,242,787

TY 2023 LegalFeesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,326 3,663   3,663


TY 2023 OtherExpensesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE 1,145 1,145   0


TY 2023 OtherProfessionalFeesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 87,923 87,923   0


TY 2023 SubstantialContributorsSch
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Name Address
NEIL KONZEN 3252 HUNTS POINT ROAD
HUNTS POINT,WA98004


TY 2023 TaxesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2,446 2,446   0
FEDERAL INCOME TAX PAID 4,490 0   0