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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SVANEE'S FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 77012
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98177
A Employer identification number

46-1169463
B Telephone number (see instructions)

(206) 949-6898
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,391,035J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,452 1,452  
4 Dividends and interest from securities... 215,488 215,234  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 550,341
b Gross sales price for all assets on line 6a 5,205,299
7 Capital gain net income (from Part IV, line 2)... 550,341
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........ 767,281 767,027  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,970 49,970   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,780 2,982   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,956 555   2,401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,756 53,507 0 3,451
25 Contributions, gifts, grants paid....... 1,898,325 1,898,325
26 Total expenses and disbursements. Add lines 24 and 25 1,965,081 53,507 0 1,901,776
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,197,800
b Net investment income (if negative, enter -0-) 713,520
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   450,743 450,743
2 Savings and temporary cash investments......... 240,787 150,798 150,798
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,908,276 Click to see attachment
List of Attached Documents:
// Content
5,571,666 		6,789,494
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,149,063 6,173,207 7,391,035
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,149,063 6,173,207
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,149,063 6,173,207
30 Total liabilities and net assets/fund balances (see instructions). 7,149,063 6,173,207
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,149,063
2
Enter amount from Part I, line 27a .....................
2
-1,197,800
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
239,688
4
Add lines 1, 2, and 3 ..........................
4
6,190,951
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,744
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,173,207
Form 990-PF (2024)
Form 990-PF (2024)
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 2186.97 GQG PART EMERG MKTS EQ-INST   2023-12-05 2024-11-06
b 19. ALLSTATE CORP COM   2022-05-12 2024-03-04
c 24. ALLSTATE CORP COM   2022-05-12 2024-05-17
d 10. ALLSTATE CORP COM   2022-05-12 2024-08-22
e 44. ALLSTATE CORP COM   2022-05-12 2024-11-06
76. ALPHABET INC   2023-09-12 2024-03-04
96. ALPHABET INC   2020-03-26 2024-05-17
202. ALPHABET INC     2024-11-06
49. AMAZON COM INC   2020-03-26 2024-03-04
62. AMAZON COM INC   2020-03-26 2024-05-17
24. AMAZON COM INC     2024-08-22
113. AMAZON COM INC     2024-11-06
2453.77 AMERICAN BEACON FRONTIER MKT INC   2024-03-04 2024-12-31
9668.07 AMERICAN BEACON FRONTIER MKT INC     2024-12-31
20. AMERICAN EXPRESS CO INC COM   2023-04-17 2024-03-04
24. AMERICAN EXPRESS CO INC COM   2023-04-17 2024-05-17
10. AMERICAN EXPRESS CO INC COM   2023-04-17 2024-08-22
44. AMERICAN EXPRESS CO INC COM   2023-04-17 2024-11-06
16. AMERICAN WATER WORKS CO INC   2023-04-17 2024-03-04
20. AMERICAN WATER WORKS CO INC   2023-04-17 2024-05-17
8. AMERICAN WATER WORKS CO INC   2023-04-17 2024-08-22
37. AMERICAN WATER WORKS CO INC   2023-04-17 2024-11-06
153. AMERICAN WATER WORKS CO INC   2023-04-17 2024-12-31
50. AMPHENOL CORP     2024-03-04
64. AMPHENOL CORP   2018-12-31 2024-05-17
672. AMPHENOL CORP     2024-08-22
268. AMPHENOL CORP   2020-03-26 2024-11-06
76. APPLE INC   2022-11-21 2024-03-04
495. APPLE INC     2024-05-17
135. APPLE INC     2024-08-22
80. APPLE INC   2014-02-04 2024-11-06
19. ARCHER DANIELS MIDLAND CO COM   2024-05-17 2024-08-22
96. ARCHER DANIELS MIDLAND CO COM   2024-05-17 2024-11-06
395. ARCHER DANIELS MIDLAND CO COM   2024-05-17 2024-12-31
4985.34 BAIRD INTERMEDIATE BOND FUND $0.246   2024-03-04 2024-12-31
134205.53 BAIRD INTERMEDIATE BOND FUND $0.246     2024-12-31
94. BANK OF AMERICA CORP   2017-06-29 2024-03-04
119. BANK OF AMERICA CORP   2017-06-29 2024-05-17
339. BANK OF AMERICA CORP     2024-11-06
43. BIOMARIN PHARMACEUTICAL INC   2021-01-08 2024-03-04
369. BIOMARIN PHARMACEUTICAL INC     2024-05-17
224. BIOMARIN PHARMACEUTICAL INC     2024-08-22
7. BROADCOM INC   2020-10-22 2024-03-04
9. BROADCOM INC   2020-10-22 2024-05-17
342. BROADCOM INC   2020-10-22 2024-08-22
201. BROADCOM INC   2020-10-22 2024-11-06
243. CAMECO CORP     2024-03-04
308. CAMECO CORP   2017-12-21 2024-05-17
118. CAMECO CORP   2017-12-21 2024-08-22
561. CAMECO CORP   2017-12-21 2024-11-06
4. COSTCO WHOLESALE CORP   2016-05-09 2024-03-04
30. COSTCO WHOLESALE CORP     2024-05-17
1. COSTCO WHOLESALE CORP   2014-01-08 2024-08-22
5. COSTCO WHOLESALE CORP   2014-01-08 2024-11-06
50. CUBESMART REIT   2023-07-10 2024-03-04
63. CUBESMART REIT   2023-07-10 2024-05-17
24. CUBESMART REIT   2023-07-10 2024-08-22
116. CUBESMART REIT   2023-07-10 2024-11-06
2298.85 DOUBLELINE TOTAL RETURN BOND FD $0.557   2024-03-04 2024-12-31
38931.93 DOUBLELINE TOTAL RETURN BOND FD $0.557     2024-12-31
36. FISERV INC COM   2023-09-12 2024-03-04
45. FISERV INC COM   2023-09-12 2024-05-17
18. FISERV INC COM   2023-09-12 2024-08-22
82. FISERV INC COM   2023-09-12 2024-11-06
120. FREEPORT-MCMORAN INC     2024-03-04
153. FREEPORT-MCMORAN INC     2024-05-17
58. FREEPORT-MCMORAN INC   2020-06-01 2024-08-22
277. FREEPORT-MCMORAN INC   2020-06-01 2024-11-06
4912.13 GMO RESOURCES FUND $0.376     2024-12-16
72. GE HEALTHCARE TECHNOLOGIES INC   2023-04-17 2024-03-04
91. GE HEALTHCARE TECHNOLOGIES INC   2023-04-17 2024-05-17
36. GE HEALTHCARE TECHNOLOGIES INC   2023-04-17 2024-08-22
166. GE HEALTHCARE TECHNOLOGIES INC   2023-04-17 2024-11-06
20. GITLAB INC   2024-05-17 2024-08-22
5272.91 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND   2021-06-30 2024-11-06
1768.69 HARDING LOEVNER INTL EQUITY PORTF   2023-02-14 2024-11-06
44. HESS CORP   2021-12-09 2024-03-04
56. HESS CORP   2021-12-09 2024-05-17
21. HESS CORP   2021-12-09 2024-08-22
217. HESS CORP   2021-12-09 2024-11-06
11. HONEYWELL INTERNATIONAL INC   2022-05-12 2024-03-04
15. HONEYWELL INTERNATIONAL INC   2022-05-12 2024-05-17
42. HONEYWELL INTERNATIONAL INC   2022-05-12 2024-11-06
162. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2021-03-19 2024-08-22
405. INVESCO S&P 500 EQUAL WEIGHT $1.61700     2024-11-06
66. INVITATION HOMES INC   2021-12-09 2024-03-04
83. INVITATION HOMES INC   2021-12-09 2024-05-17
32. INVITATION HOMES INC   2021-12-09 2024-08-22
778. INVITATION HOMES INC   2021-12-09 2024-11-06
3599. ISHARES GOLD TRUST   2000-01-01 2024-01-31
3599. ISHARES GOLD TRUST   2000-01-01 2024-02-29
5147. ISHARES GOLD TRUST   2000-01-01 2024-03-31
5147. ISHARES GOLD TRUST   2000-01-01 2024-04-30
5147. ISHARES GOLD TRUST   2000-01-01 2024-05-31
5147. ISHARES GOLD TRUST   2000-01-01 2024-06-30
5147. ISHARES GOLD TRUST   2000-01-01 2024-07-31
5147. ISHARES GOLD TRUST   2000-01-01 2024-08-31
5147. ISHARES GOLD TRUST   2000-01-01 2024-09-30
5147. ISHARES GOLD TRUST   2000-01-01 2024-10-31
5147. ISHARES GOLD TRUST   2000-01-01 2024-11-30
5147. ISHARES GOLD TRUST   2000-01-01 2024-12-31
653. ISHARES CORE S&P MID-CAP ETF $2.67500   2013-02-22 2024-03-04
25. ISHARES CORE S&P MID-CAP ETF $2.67500   2013-02-22 2024-05-17
792. ISHARES CORE S&P MID-CAP ETF $2.67500     2024-11-06
217. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND     2024-05-17
119. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2013-03-22 2024-11-06
1087. ISHARES BARCLAYS MBS BOND FUND CLOSED-END FUND   2024-03-04 2024-12-31
865. ISHARES CORE MSCI EAFE ETF $1.88200   2016-05-03 2024-11-06
21. JOHNSON & JOHNSON   2022-05-12 2024-03-04
27. JOHNSON & JOHNSON   2022-05-12 2024-05-17
11. JOHNSON & JOHNSON   2022-05-12 2024-08-22
254. JOHNSON & JOHNSON   2022-05-12 2024-11-06
3937.01 JPMORGAN STRATEGIC INC OPPORTUNITIES FD$   2024-03-04 2024-11-06
4210.59 JPMORGAN STRATEGIC INC OPPORTUNITIES FD$   2021-03-19 2024-11-06
133. KENVUE INC   2023-09-12 2024-03-04
253. KENVUE INC   2022-05-12 2024-11-06
10624.97 LAZARD GLOBAL LISTED INFRASTR PT $0.375     2024-12-16
1. ELI LILLY & CO   2024-05-17 2024-08-22
8. ELI LILLY & CO   2024-05-17 2024-11-06
10. LULULEMON ATHLETICA INC     2024-03-04
5. LULULEMON ATHLETICA INC   2023-09-12 2024-08-22
30. MICROSOFT CORP   2016-05-09 2024-03-04
21. MICROSOFT CORP   2016-05-09 2024-08-22
102. MICROSOFT CORP   2024-05-17 2024-11-06
53. MOLSON COORS BREWING CO   2022-11-21 2024-03-04
718. MOLSON COORS BREWING CO   2022-11-21 2024-05-17
105. NEWMONT MINING CORP CAP COM   2024-08-22 2024-11-06
11. NVIDIA CORP   2019-11-07 2024-03-04
15. NVIDIA CORP   2023-04-17 2024-05-17
57. NVIDIA CORP   2023-04-17 2024-08-22
269. NVIDIA CORP   2023-04-17 2024-11-06
115. PG&E CORP   2023-07-10 2024-03-04
145. PG&E CORP   2023-07-10 2024-05-17
56. PG&E CORP   2023-07-10 2024-08-22
1358. PG&E CORP     2024-11-06
10. PARKER HANNIFIN CORP COM   2019-11-07 2024-03-04
14. PARKER HANNIFIN CORP COM   2019-11-07 2024-05-17
5. PARKER HANNIFIN CORP COM   2019-11-07 2024-08-22
60. PARKER HANNIFIN CORP COM     2024-11-06
17. PEPSICO INC CAP   2022-11-21 2024-03-04
21. PEPSICO INC CAP   2022-11-21 2024-05-17
8. PEPSICO INC CAP   2022-11-21 2024-08-22
38. PEPSICO INC CAP   2022-11-21 2024-11-06
1802.66 PIMCO INCOME FUND $0.666   2024-03-04 2024-12-31
6338.31 PIMCO INCOME FUND $0.666   2021-03-19 2024-12-31
8607.29 PIMCO TRENDS MANAGED FUTURES STRATEGY FD     2024-12-16
380.14 PRINCIPAL MIDCAP FUND     2024-05-17
522.69 PRINCIPAL MIDCAP FUND   2022-11-21 2024-11-06
2342.54 RBC EMERGING MARKETS EQ-I   2023-12-05 2024-11-06
9. S&P GLOBAL INC   2022-05-12 2024-03-04
43. S&P GLOBAL INC   2022-05-12 2024-05-17
3. S&P GLOBAL INC   2022-05-12 2024-08-22
17. S&P GLOBAL INC   2023-09-12 2024-11-06
30. T-MOBILE US INC   2022-11-21 2024-03-04
37. T-MOBILE US INC   2022-11-21 2024-05-17
15. T-MOBILE US INC   2022-11-21 2024-08-22
159. T-MOBILE US INC   2022-11-21 2024-11-06
65. TRADE DESK INC   2024-08-22 2024-11-06
13. TRACTOR SUPPLY CO COM   2022-05-12 2024-03-04
18. TRACTOR SUPPLY CO COM   2022-05-12 2024-05-17
7. TRACTOR SUPPLY CO COM   2022-05-12 2024-08-22
165. TRACTOR SUPPLY CO COM   2022-05-12 2024-11-06
536.82 UNDISCOVERED MGRS BEHAVR VALUE FUND     2024-11-06
5. UNITEDHEALTH GROUP INC   2022-05-12 2024-03-04
5. UNITEDHEALTH GROUP INC   2022-05-12 2024-05-17
2. UNITEDHEALTH GROUP INC   2022-05-12 2024-08-22
10. UNITEDHEALTH GROUP INC   2022-05-12 2024-11-06
2387. VANGUARD INTERM-TERM CORP BOND CLOSED-END FUND   2022-11-21 2024-03-04
4508.6 VIRTUS SEIX FLTG RATE HIGH INCOME FUND$0   2021-03-19 2024-03-04
18. VULCAN MATERIALS CO COM   2022-11-21 2024-03-04
22. VULCAN MATERIALS CO COM   2022-11-21 2024-05-17
8. VULCAN MATERIALS CO COM   2022-11-21 2024-08-22
206. VULCAN MATERIALS CO COM   2022-11-21 2024-11-06
133. WELLS FARGO & COMPANY   2021-04-19 2024-03-04
170. WELLS FARGO & COMPANY   2021-04-19 2024-05-17
505. WELLS FARGO & COMPANY   2021-04-19 2024-08-22
222. WELLS FARGO & COMPANY   2021-04-19 2024-11-06
5. WEST PHARMACEUTICAL SERVICES INC   2021-12-09 2024-03-04
61. WEST PHARMACEUTICAL SERVICES INC     2024-05-17
71. WHEATON PRECIOUS METALS CORP   2020-08-04 2024-03-04
89. WHEATON PRECIOUS METALS CORP   2020-08-04 2024-05-17
870. WHEATON PRECIOUS METALS CORP     2024-08-22
24. XYLEM INC   2023-12-05 2024-03-04
29. XYLEM INC   2023-04-17 2024-05-17
12. XYLEM INC   2023-04-17 2024-08-22
54. XYLEM INC   2023-04-17 2024-11-06
11. ZSCALER INC   2023-12-05 2024-03-04
61. ZSCALER INC     2024-11-06
29. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-12-05 2024-03-04
37. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-12-05 2024-05-17
15. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-12-05 2024-08-22
346. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-12-05 2024-11-06
18. STERIS PLC   2023-04-17 2024-03-04
233. STERIS PLC   2023-04-17 2024-05-17
675. TRANSOCEAN LTD FGN COM   2023-09-12 2024-03-04
1897. TRANSOCEAN LTD FGN COM   2023-12-05 2024-11-06
7126. TRANSOCEAN LTD FGN COM     2024-12-31
7302. TRANSOCEAN LTD FGN COM     2024-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 38,644   34,357 4,287
b 2,938   2,396 542
c 4,075   3,027 1,048
d 1,796   1,261 535
e 8,252   5,550 2,702
10,052   10,331 -279
16,873   5,461 11,412
35,433   19,654 15,779
8,754   4,743 4,011
11,423   6,001 5,422
4,305   2,190 2,115
23,254   8,577 14,677
17,299   17,250 49
68,160   69,079 -919
4,366   3,256 1,110
5,813   3,907 1,906
2,465   1,628 837
13,044   7,163 5,881
1,920   2,393 -473
2,669   2,991 -322
1,123   1,196 -73
4,916   5,533 -617
19,049   22,879 -3,830
5,577   2,320 3,257
8,408   2,590 5,818
45,029   13,590 31,439
19,162   5,328 13,834
13,240   11,281 1,959
93,968   24,149 69,819
30,605   2,607 27,998
17,945   1,453 16,492
1,117   1,170 -53
5,056   5,912 -856
19,738   24,324 -4,586
51,199   51,000 199
1,378,291   1,510,496 -132,205
3,320   2,282 1,038
4,662   2,889 1,773
15,404   7,968 7,436
3,763   3,859 -96
28,583   32,238 -3,655
20,397   17,371 3,026
9,893   2,619 7,274
12,471   3,368 9,103
57,671   12,797 44,874
35,720   7,521 28,199
10,076   2,481 7,595
16,267   3,065 13,202
4,868   1,174 3,694
28,697   5,582 23,115
3,050   592 2,458
23,860   3,798 20,062
881   114 767
4,450   571 3,879
2,204   2,204  
2,785   2,775 10
1,199   1,057 142
5,309   5,104 205
19,931   20,000 -69
337,540   408,341 -70,801
5,367   4,383 984
6,853   5,479 1,374
3,038   2,192 846
17,310   9,984 7,326
4,572   1,438 3,134
8,273   1,628 6,645
2,503   544 1,959
12,988   2,598 10,390
93,920   131,157 -37,237
6,687   5,964 723
7,396   7,538 -142
3,035   2,982 53
14,340   13,751 589
931   1,123 -192
80,148   80,095 53
48,427   45,013 3,414
6,373   3,473 2,900
8,844   4,420 4,424
2,858   1,657 1,201
31,182   17,127 14,055
2,185   2,085 100
3,093   2,843 250
9,076   7,961 1,115
27,945   22,868 5,077
73,899   53,226 20,673
2,302   2,846 -544
2,942   3,579 -637
1,148   1,380 -232
25,662   33,545 -7,883
29   26 3
27   24 3
44   37 7
46   38 8
48   39 9
47   38 9
49   38 11
51   39 12
51   36 15
55   38 17
52   38 14
54   39 15
38,377   14,353 24,024
1,504   550 954
51,808   17,400 34,408
23,914   13,758 10,156
14,754   5,177 9,577
99,827   99,982 -155
63,606   46,674 16,932
3,333   3,713 -380
4,169   4,774 -605
1,773   1,945 -172
40,115   44,915 -4,800
45,039   45,000 39
48,169   48,506 -337
2,524   2,825 -301
5,657   5,570 87
168,724   159,419 9,305
959   770 189
6,184   6,160 24
4,535   3,998 537
1,327   1,968 -641
12,477   1,508 10,969
8,875   1,055 7,820
42,492   42,771 -279
3,292   2,892 400
40,545   39,183 1,362
4,660   5,398 -738
9,398   570 8,828
13,824   4,030 9,794
7,329   1,532 5,797
39,333   7,228 32,105
1,921   1,974 -53
2,685   2,487 198
1,043   960 83
27,746   23,269 4,477
5,402   1,999 3,403
7,612   2,799 4,813
2,935   1,000 1,935
42,473   10,405 32,068
2,809   3,133 -324
3,828   3,870 -42
1,401   1,474 -73
6,232   7,003 -771
18,964   19,000 -36
66,679   75,915 -9,236
88,827   110,005 -21,178
16,000   12,657 3,343
25,000   17,374 7,626
32,960   28,111 4,849
3,838   2,928 910
18,880   13,991 4,889
1,499   976 523
8,283   6,616 1,667
4,898   4,519 379
6,061   5,574 487
2,938   2,260 678
36,887   23,952 12,935
8,033   6,759 1,274
3,281   2,522 759
5,105   3,493 1,612
1,871   1,358 513
47,176   32,015 15,161
50,000   44,492 5,508
2,409   2,378 31
2,616   2,378 238
1,151   951 200
5,933   4,756 1,177
190,403   185,137 5,266
35,753   36,925 -1,172
4,821   3,221 1,600
5,694   3,937 1,757
1,981   1,432 549
60,082   36,868 23,214
7,507   5,891 1,616
10,380   7,529 2,851
28,160   22,367 5,793
16,280   9,833 6,447
1,797   2,182 -385
21,551   26,435 -4,884
3,033   3,954 -921
5,057   4,957 100
53,300   39,539 13,761
3,067   2,536 531
4,126   3,023 1,103
1,636   1,251 385
6,680   5,629 1,051
2,372   2,184 188
11,729   12,330 -601
2,882   2,243 639
3,508   2,861 647
1,568   1,160 408
35,664   26,756 8,908
4,196   3,370 826
54,144   43,618 10,526
3,372   5,883 -2,511
8,716   11,866 -3,150
26,149   37,671 -11,522
26,795   63,271 -36,476
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
      26,188
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       4,287
b       542
c       1,048
d       535
e       2,702
      -279
      11,412
      15,779
      4,011
      5,422
      2,115
      14,677
      49
      -919
      1,110
      1,906
      837
      5,881
      -473
      -322
      -73
      -617
      -3,830
      3,257
      5,818
      31,439
      13,834
      1,959
      69,819
      27,998
      16,492
      -53
      -856
      -4,586
      199
      -132,205
      1,038
      1,773
      7,436
      -96
      -3,655
      3,026
      7,274
      9,103
      44,874
      28,199
      7,595
      13,202
      3,694
      23,115
      2,458
      20,062
      767
      3,879
       
      10
      142
      205
      -69
      -70,801
      984
      1,374
      846
      7,326
      3,134
      6,645
      1,959
      10,390
      -37,237
      723
      -142
      53
      589
      -192
      53
      3,414
      2,900
      4,424
      1,201
      14,055
      100
      250
      1,115
      5,077
      20,673
      -544
      -637
      -232
      -7,883
      3
      3
      7
      8
      9
      9
      11
      12
      15
      17
      14
      15
      24,024
      954
      34,408
      10,156
      9,577
      -155
      16,932
      -380
      -605
      -172
      -4,800
      39
      -337
      -301
      87
      9,305
      189
      24
      537
      -641
      10,969
      7,820
      -279
      400
      1,362
      -738
      8,828
      9,794
      5,797
      32,105
      -53
      198
      83
      4,477
      3,403
      4,813
      1,935
      32,068
      -324
      -42
      -73
      -771
      -36
      -9,236
      -21,178
      3,343
      7,626
      4,849
      910
      4,889
      523
      1,667
      379
      487
      678
      12,935
      1,274
      759
      1,612
      513
      15,161
      5,508
      31
      238
      200
      1,177
      5,266
      -1,172
      1,600
      1,757
      549
      23,214
      1,616
      2,851
      5,793
      6,447
      -385
      -4,884
      -921
      100
      13,761
      531
      1,103
      385
      1,051
      188
      -601
      639
      647
      408
      8,908
      826
      10,526
      -2,511
      -3,150
      -11,522
      -36,476
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 550,341
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 9,918
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 9,918
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 9,918
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,151
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 10,151
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 10 233
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow233 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowSVANHILD S CASTNER Telephone no.right arrow (206) 949-6898

Located atright arrowPO BOX 77012SEATTLEWA ZIP+4right arrow98177
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SVANHILD S CASTNER PRESIDENT
1 		0    
PO BOX 77012
SEATTLE,WA98177
RUSSELL CASTNER VICE PRESIDENT
1 		0    
PO BOX 77012
SEATTLE,WA98177
CARI WYSZYNSKI DIRECTOR
1 		0    
PO BOX 77012
SEATTLE,WA98177
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
8,064,134
b
Average of monthly cash balances.......................
1b
359,131
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,423,265
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,423,265
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,349
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,296,916
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
414,846
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
414,846
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,918
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,918
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
404,928
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
404,928
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
404,928
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
1,901,776
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
1,901,776
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 404,928
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 660,031
b From 2020...... 522,647
c From 2021...... 319,525
d From 2022...... 686,795
e From 2023...... 387,765
f Total of lines 3a through e ........ 2,576,763
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,901,776
a Applied to 2023, 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 2024 distributable amount..... 404,928
e Remaining amount distributed out of corpus 1,496,848
5 Excess distributions carryover applied to 2024. 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 4,073,611
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		660,031
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,413,580
10 Analysis of line 9:
a Excess from 2020.... 522,647
b Excess from 2021.... 319,525
c Excess from 2022.... 686,795
d Excess from 2023.... 387,765
e Excess from 2024.... 1,496,848
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASPCA

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

SAVE A FORGOTTEN EQUINE

16509 164TH AVENUE NE
WOODINVILLE,WA98072 		NONE PC GENERAL OPERATING 125,000

SAVE-A-MUTT

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

ALLEY CAT PROJECT

P O BOX 99224
SEATTLE,WA98139 		NONE PC GENERAL SUPPORT 2,000

CENTER VALLEY ANIMAL RESCUE

11900 CENTER ROAD
QUILCENE,WA98376 		NONE PC GENERAL OPERATING 28,525

COMMUNITY CAT COALITION

P O BOX 1236
MUKILTEO,WA98275 		NONE PC GENERAL OPERATING SUPPORT 5,000

MUSTLUVBOXERS RESCUE

7528 313TH ST NW
STANWOOD,WA98292 		NONE PC GENERAL OPERATING 50,000

HUMANE SOCIETY OF US

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING 35,000

OLD DOG HAVEN

621 SR9 NE PMB A4
LAKE STEVENS,WA982588525 		NONE PC SENIOR DOG PLACEMENT 100,000

CHIMPANZEE SANCTUARY NW

PO BOX 952
CLE ELUM,WA98922 		NONE PC PROVIDE SANCTUARY FOR 20,000

GREYHOUND PETS INC

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

PAWSITIVE ALLIANCE

14150 NE 20TH ST
BELLEVUE,WA98007 		NONE PC GENERAL OPERATING SUPPORT 15,000

FORGOTTEN DOGS RESCUE

P O BOX 80054
SEATTLE,WA98018 		NONE PC GENERAL SUPPORT 2,000

SEATTLE HUMANE SOCIETY

13212 SE EASTGATE WAY
BELLEVUE,WA98005 		NONE PC GENERAL OPERATING 1,025,000

HUMANE SOCIETY OF TACOMA

2608 CENTER ST
TACOMA,WA98409 		NONE PC GENERAL OPERATING 70,000

KITSAP HUMANE SOCIETY

9167 DICKEY RD NW
SILVERDALE,WA98383 		NONE PC GENERAL OPERATING 40,000

SARVEY WILDLIFE

13106 148TH ST NE
ARLINGTON,WA98223 		NONE PC GENERAL SUPPORT 125,300

DONEY COE PET CLINIC

1919 3RD AVE
SEATTLE,WA98101 		NONE PC GENERAL OPERATING SUPPORT 5,000

HOMEWARD PET ADOPTION

13132 NE 177TH PLACE
WOODINVILLE,WA98072 		NONE PC GENERAL OPERATING 2,000

MEOW CAT RESCUE

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

PASADOS SAFE HAVEN

PO BOX 171
SULTAN,WA98294 		NONE PC GENERAL OPERATING 100,000

WASHINGTON ALASKAN MALAMUTE LEAGUE

P O BOX 75538
SEATTLE,WA98175 		NONE PC GENERAL OPERATING 2,000

SEATTLE AREA FELINE RESCUE

14717 AURORA AVE N
SHORELINE,WA98133 		NONE PC GENERAL OPERATING 20,000

PROGRESSIVE ANIMAL WELFARE SOCIETY

PO BOX 1037
LYNNWOOD,WA98046 		NONE PC GENERAL OPERATING 107,500
Total .................................right arrow 3a 1,898,325
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 1,452  
4 Dividends and interest from securities ....     14 215,488  
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 ............ 		    18 550,341  
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) ..   767,281  
13Total. Add line 12, columns (b), (d), and (e)..................
13
767,281
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2024 InvestmentsOtherSchedule2
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
023135106 AMAZON COM INC AT COST 28,523 102,236
032095101 AMPHENOL CORP AT COST 6,002 21,113
060505104 BANK OF AMERICA CORP AT COST 41,133 61,706
11135F101 BROADCOM INC AT COST 11,113 68,856
22160K105 COSTCO WHOLESALE COR AT COST 2,221 18,325
464287804 ISHARES CORE S&P SMA AT COST 35,978 98,513
46432F842 ISHARES CORE MSCI EA AT COST 168,022 227,777
67066G104 NVIDIA CORP AT COST 14,098 149,599
701094104 PARKER HANNIFIN CORP AT COST 8,866 43,250
955306105 WEST PHARMACEUTICAL      
98419M100 XYLEM INC AT COST 23,471 26,105
594918104 MICROSOFT CORP AT COST 25,524 178,295
949746101 WELLS FARGO CO AT COST 40,614 64,410
998143905 KEYBANK DEPOSIT SWEE AT COST 66,337 66,337
09061G101 BIOMARIN PHARMACEUTI      
258620103 DOUBLELINE TOTAL RET AT COST 428,341 357,471
46187W107 INVITATION HOMES INC      
02079K305 ALPHABET INC AT COST 47,939 158,633
024525719 AMERICAN BEACON FRON AT COST 86,329 85,459
46137V357 INVESCO S&P 500 EQUA AT COST 275,780 360,974
52106N459 LAZARD GLOBAL LISTED      
72201F490 PIMCO INCOME FUND $0 AT COST 94,915 85,643
91324P102 UNITEDHEALTH GROUP I AT COST 18,742 20,740
4812A4351 JPMORGAN STRATEGIC I      
74256W584 PRINCIPAL MIDCAP FUN AT COST 80,102 178,793
057071805 BAIRD INTERMEDIATE B AT COST 1,561,496 1,429,490
09260C307 BLACKROCK SYSTEMATIC AT COST 93,723 94,131
35671D857 FREEPORT-MCMORAN INC AT COST 10,511 43,640
42809H107 HESS CORP AT COST 23,344 40,568
904504842 UNDISCOVERED MGRS BE AT COST 172,446 181,159
037833100 APPLE INC AT COST 5,959 82,138
589509207 MERGER FUND $0.156 AT COST 94,543 91,723
962879102 WHEATON PRECIOUS MET      
46637K281 JPMORGAN HEDGED EQUI AT COST 89,497 120,008
13321L108 CAMECO CORP AT COST 22,510 119,122
38142V845 GOLDMAN SACHS INTL E AT COST 287,846 275,356
464285204 ISHARES GOLD TRUST AT COST 184,841 254,828
464287507 ISHARES CORE S&P MID AT COST 35,259 100,008
92837F755 VIRTUS SEIX FLTG RAT      
020002101 ALLSTATE CORP AT COST 22,955 35,088
92206C870 VANGUARD INTERM-TERM      
438516106 HONEYWELL INTERNATIO AT COST 33,967 39,531
929160109 VULCAN MATERIALS CO      
186854204 CLIFFWATER CORP LEND AT COST 148,476 148,998
872590104 T-MOBILE US INC AT COST 29,225 42,822
36256V783 GMO RESOURCES FUND $      
478160104 JOHNSON & JOHNSON      
60871R209 MOLSON COORS BREWING      
72201U455 PIMCO TRENDS MANAGED      
78409V104 S&P GLOBAL INC AT COST 23,733 34,862
892356106 TRACTOR SUPPLY CO      
713448108 PEPSICO INC AT COST 29,117 24,025
00771X419 GQG PART EMERG MKTS AT COST 150,823 158,792
025816109 AMERICAN EXPRESS CO AT COST 30,116 54,906
030420103 AMERICAN WATER WORKS      
229663109 CUBESMART AT COST 20,991 20,397
337738108 FISERV INC AT COST 41,640 70,254
36266G107 GE HEALTHCARE TECHNO AT COST 54,226 53,866
412295107 HARDING LOEVNER INTL AT COST 176,981 170,762
49177J102 KENVUE INC AT COST 68,293 68,704
550021109 LULULEMON ATHLETICA AT COST 51,710 53,537
69331C108 PG&E CORP      
74926P316 RBC EMERGING MARKETS AT COST 124,188 135,597
98980G102 ZSCALER INC AT COST 48,832 46,185
G7997R103 SEAGATE TECHNOLOGY H      
G8473T100 STERIS PLC      
H8817H100 TRANSOCEAN LTD      
16115Q308 CHART INDUSTRIES INC AT COST 54,036 63,359
268150109 DYNATRACE INC AT COST 45,139 43,480
37637K108 GITLAB INC AT COST 45,823 44,855
42250P103 HEALTHPEAK PROPERTIE AT COST 22,691 20,675
452327109 ILLUMINA INC AT COST 60,410 53,318
516544103 LANTHEUS HOLDINGS IN AT COST 40,760 40,615
532457108 LILLY ELI & CO AT COST 27,719 27,792
651639106 NEWMONT MINING CORP AT COST 52,389 37,927
88339J105 TRADE DESK INC AT COST 28,179 31,851
90384S303 ULTA BEAUTY INC AT COST 53,222 60,890

TY 2024 OtherDecreasesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 536
OUTSTANDING CKS FROM PY CLEARED 17,000
ROC ADJUSTMENT ON CY SALES 208


TY 2024 OtherExpensesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 555 555   0
POSTAGE EXPENSE 256 0   256
MISCELLANEOUS EXPENSE 2,145 0   2,145


TY 2024 OtherIncreasesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Description Amount
OUTSTANDING CHECK CY 26,230
COST ADJ ON CY UIT SALES 430
CY PENDING SALES 213,019
ROUNDING 9


TY 2024 OtherProfessionalFeesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 49,970 49,970    


TY 2024 TaxesSchedule
Name:
SVANEE'S FOUNDATION
EIN:
46-1169463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,335 2,335   0
FEDERAL ESTIMATES - PRINCIPAL 9,798 0   0
FOREIGN TAXES ON NONQUALIFIED 647 647   0