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
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$98,401,583J 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) 80,000,346
2 Check right arrow.............
3 Interest on savings and temporary cash investments 62,557 62,557  
4 Dividends and interest from securities... 2,610,424 2,215,883  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,765,198
b Gross sales price for all assets on line 6a 74,929,886
7 Capital gain net income (from Part IV, line 2)... 60,172,112
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........ 84,438,525 62,450,552  
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
40,730 20,365   20,365
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,280 6,640   6,640
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
360,577 360,577   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,212 2,212   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
15 15   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 437,814 389,809   27,005
25 Contributions, gifts, grants paid....... 4,545,842 4,545,842
26 Total expenses and disbursements. Add lines 24 and 25 4,983,656 389,809   4,572,847
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 79,454,869
b Net investment income (if negative, enter -0-) 62,060,743
c Adjusted net income (if negative, enter -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............. 35,108 829,471 829,471
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)....... 10,862,666 Click to see attachment
List of Attached Documents:
// Content
46,928,280 		48,411,554
c Investments—corporate bonds (attach schedule)....... 3,390,661 Click to see attachment
List of Attached Documents:
// Content
38,892,408 		38,932,155
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).......... 3,372,264 Click to see attachment
List of Attached Documents:
// Content
10,349,708 		10,112,702
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
115,701 		Click to see attachment
List of Attached Documents:
// Content
115,701
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,660,699 97,115,568 98,401,583
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 17,660,699 97,115,568
29 Total net assets or fund balances (see instructions)..... 17,660,699 97,115,568
30 Total liabilities and net assets/fund balances (see instructions). 17,660,699 97,115,568
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
17,660,699
2
Enter amount from Part I, line 27a .....................
2
79,454,869
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
97,115,568
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
97,115,568
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 2078 SHS PAYPAL HOLDINGS INCORPOR: PYPL   2023-06-07 2024-01-17
b 981 SHS PAYPAL HOLDINGS INCORPOR: PYPL   2023-06-09 2024-01-17
c 367 SHS PAYPAL HOLDINGS INCORPOR: PYPL   2023-08-16 2024-01-17
d 59 SHS BROADCOM INC: AVGO   2022-08-31 2024-01-03
e 147 SHS EATON CORP PLC F: ETN   2020-12-24 2024-01-03
326 SHS OLD REPUBLIC INTL CO: ORI   2020-12-30 2024-01-03
874 SHS OLD REPUBLIC INTL CO: ORI   2022-01-11 2024-01-03
406 SHS QUALCOMM INC: QCOM   2022-07-28 2024-01-03
374 SHS ACCENTURE PLC FCLASS A: ACN   2020-12-24 2024-01-29
1547 SHS CIENA CORP: CIEN   2023-06-21 2024-02-05
176 SHS CIENA CORP: CIEN   2023-06-22 2024-02-06
1135 SHS INMODE LTD F: INMD   2023-02-24 2024-02-12
1199 SHS INMODE LTD F: INMD   2023-03-15 2024-02-12
205 SHS INMODE LTD F: INMD   2023-05-31 2024-02-12
1773 SHS INMODE LTD F: INMD   2023-10-05 2024-02-12
345 SHS ABBVIE INC: ABBV   2023-05-03 2024-02-26
306 SHS AMERN TOWER CORP REIT: AMT   2022-04-06 2024-02-26
165 SHS AMERN TOWER CORP REIT: AMT   2022-04-11 2024-02-26
155 SHS AMERN TOWER CORP REIT: AMT   2022-04-12 2024-02-26
410 SHS AMERN TOWER CORP REIT: AMT   2022-08-31 2024-02-26
172 SHS AMERN TOWER CORP REIT: AMT   2022-12-02 2024-02-26
199 SHS AMERN TOWER CORP REIT: AMT   2023-05-03 2024-02-26
137 SHS AMERN TOWER CORP REIT: AMT   2023-06-27 2024-02-26
1333 SHS EATON CORP PLC F: ETN   2020-12-24 2024-02-26
20975 SHS NEW YORK CMNTY BANCO: NYCB   2024-02-01 2024-03-05
6631 SHS NEW YORK CMNTY BANCO: NYCB   2024-02-05 2024-03-05
5360 SHS NEW YORK CMNTY BANCO: NYCB   2024-02-09 2024-03-05
7127 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-03-19
19869 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-03-19
2334 SHS MICROSOFT CORP: MSFT   2020-12-24 2024-03-19
13742 SHS MICROSOFT CORP: MSFT   2020-12-24 2024-03-19
7082 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-03-20
862 SHS WALT DISNEY CO: DIS   2023-03-07 2024-03-20
331 SHS WALT DISNEY CO: DIS   2023-03-15 2024-03-20
1737 SHS BAKER HUGHES CO CLASS A: BKR   2023-11-07 2024-04-08
3564 SHS FORD MOTOR CO: F   2023-08-16 2024-04-08
6674 SHS FORD MOTOR CO: F   2022-07-13 2024-04-08
2972 SHS FORD MOTOR CO: F   2022-07-14 2024-04-08
4078 SHS FORD MOTOR CO: F   2022-09-16 2024-04-08
4102 SHS FORD MOTOR CO: F   2022-12-22 2024-04-08
682 SHS COTERRA ENERGY INC: CTRA   2023-01-05 2024-04-08
9118 SHS RANGER ENERGY SERVICES ICLASS A: RNGR   2024-04-10 2024-05-07
1057 SHS BAKER HUGHES CO CLASS A: BKR   2023-11-07 2024-05-08
1546 SHS BAKER HUGHES CO CLASS A: BKR   2023-11-16 2024-05-08
1030 SHS BAKER HUGHES CO CLASS A: BKR   2023-12-06 2024-05-08
1191 SHS BAKER HUGHES CO CLASS A: BKR   2024-01-17 2024-05-08
2674 SHS BAKER HUGHES CO CLASS A: BKR   2024-04-10 2024-05-08
450 SHS WALT DISNEY CO: DIS   2023-05-31 2024-05-09
622 SHS WALT DISNEY CO: DIS   2023-08-01 2024-05-09
729 SHS WALT DISNEY CO: DIS   2023-08-25 2024-05-09
1012 SHS WALT DISNEY CO: DIS   2024-04-10 2024-05-09
91 SHS WALT DISNEY CO: DIS   2023-03-15 2024-05-09
2061 SHS ALASKA AIR GROUP INC: ALK   2024-04-10 2024-05-14
4879 SHS VANECK VIETNAM ETF: VNM   2024-04-10 2024-05-14
10539 SHS VANECK VIETNAM ETF: VNM   2023-05-31 2024-05-15
1828 SHS VANECK VIETNAM ETF: VNM   2024-04-10 2024-05-15
11811 SHS INFINERA CORP: INFN   2024-04-10 2024-05-17
791 SHS TEXAS INSTRUMENTS: TXN   2024-01-29 2024-05-21
203 SHS TEXAS INSTRUMENTS: TXN   2024-02-05 2024-05-21
526 SHS TEXAS INSTRUMENTS: TXN   2024-04-10 2024-05-21
6845 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-06-12
0.7 SHS VICARIOUS SURGICAL INC CLASS A RBOT   2021-11-18 2024-06-14
5323 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-06-20
22437 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-06-21
791 SHS ALBERMARLE CORP: ALB   2024-04-10 2024-07-09
2672 SHS ALASKA AIR GROUP INC: ALK   2023-10-03 2024-07-23
1703 SHS ALASKA AIR GROUP INC: ALK   2023-10-19 2024-07-23
1471 SHS ALASKA AIR GROUP INC: ALK   2024-01-17 2024-07-23
1004 SHS ALASKA AIR GROUP INC: ALK   2024-04-10 2024-07-23
48373 SHS INFINERA CORP: INFN   2024-07-10 2024-07-23
577 SHS SOUTHERN CO: SO   2024-01-03 2024-07-24
2343 SHS PPG INDUSTRIES INC: PPG   2024-02-26 2024-07-25
63 SHS PPG INDUSTRIES INC: PPG   2024-04-10 2024-07-25
946 SHS CHART INDUSTRIES INC: GTLS   2024-05-08 2024-07-30
48373 SHS INFINERA CORP: INFN   2024-04-10 2024-07-30
2782 SHS INFINERA CORP: INFN   2024-07-10 2024-07-30
12278 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-06-28
9805 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-07-01
8591 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-07-05
483 SHS BROADCOM INC: AVGO   2022-08-31 2024-07-25
113 SHS QUALCOMM INC: QCOM   2022-07-28 2024-07-26
134 SHS QUALCOMM INC: QCOM   2022-07-29 2024-07-26
800 SHS KELLANOVA: K   2024-01-03 2024-08-05
539 SHS KELLANOVA: K   2024-07-26 2024-08-05
1132 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-04-01 2024-08-23
408 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-04-10 2024-08-23
1817 SHS ALIBABA GROUP HLDG LTD: BABA   2024-04-10 2024-08-26
2017 SHS ALIBABA GROUP HLDG LTD: BABA   2024-07-10 2024-08-26
1543 SHS ALIBABA GROUP HLDG LTD: BABA   2024-08-05 2024-08-26
972 SHS ENPHASE ENERGY: ENPH   2024-04-10 2024-09-03
1075 SHS ENPHASE ENERGY: ENPH   2024-07-10 2024-09-03
792 SHS ENPHASE ENERGY: ENPH   2024-08-05 2024-09-03
7280 SHS JANUS INTERNTNL GROUP IN: JBI   2024-07-09 2024-09-03
8212 SHS JANUS INTERNTNL GROUP IN: JBI   2024-07-10 2024-09-03
6240 SHS JANUS INTERNTNL GROUP IN: JBI   2024-08-05 2024-09-03
575 SHS INMODE LTD F: INMD   2023-10-04 2024-09-10
842 SHS INMODE LTD F: INMD   2025-10-05 2024-09-10
89 SHS INMODE LTD F: INMD   2023-10-11 2024-09-10
3814 SHS INMODE LTD F: INMD   2023-10-11 2024-09-11
45 SHS INMODE LTD F: INMD   2023-10-12 2024-09-11
2883 SHS INMODE LTD F: INMD   2023-02-08 2024-09-13
1237 SHS INMODE LTD F: INMD   2023-10-12 2024-09-13
1525 SHS INMODE LTD F: INMD   2023-10-12 2024-09-16
638 SHS INMODE LTD F: INMD   2024-04-04 2024-09-16
390 SHS AMAZON.COM INC: AMZN   2024-04-10 2024-10-02
73 SHS BERKSHIRE HATHAWAY CLASS B: BRKB   2020-12-24 2024-10-02
166 SHS BERKSHIRE HATHAWAY CLASS B: BRKB   2022-01-11 2024-10-02
1350 SHS CIENA CORP: CIEN   2023-06-21 2024-10-02
369 SHS MICROSOFT CORP: MSFT   2024-04-10 2024-10-02
1596 SHS KULICKE & SOFFA INDS INC: KLIC   2024-04-18 2024-10-09
1374 SHS KULICKE & SOFFA INDS INC: KLIC   2024-04-18 2024-10-10
185 SHS KULICKE & SOFFA INDS INC: KLIC   2024-04-19 2024-10-10
424 SHS KULICKE & SOFFA INDS INC: KLIC   2024-04-19 2024-10-11
533 SHS KULICKE & SOFFA INDS INC: KLIC   2024-05-31 2024-10-11
914 SHS KULICKE & SOFFA INDS INC: KLIC   2024-09-10 2024-10-11
105 SHS KULICKE & SOFFA INDS INC: KLIC   2024-09-11 2024-10-11
5802 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-10-15
163 SHS MICROSOFT CORP: MSFT   2024-04-10 2024-10-15
2860 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-10-30
1564 SHS ALIBABA GROUP HLDG LTD: BABA   2024-10-11 2024-11-04
666 SHS CHART INDS INC: GTLS   2024-05-08 2024-11-01
107 SHS CHART INDS INC: GTLS   2024-06-04 2024-11-01
397 SHS CHART INDS INC: GTLS   2024-06-04 2024-11-04
16804 SHS JANUS INTERNTNL GROUP IN: JBI   2024-10-11 2024-11-04
4822 SHS OCCIDENTAL PETE CORP: OXY   2024-09-03 2024-11-04
3112 SHS OCCIDENTAL PETE CORP: OXY   2024-10-28 2024-11-04
4586 SHS COTERRA ENERGY INC: CTRA   2023-01-05 2024-11-08
1270 SHS COTERRA ENERGY INC: CTRA   2023-05-31 2024-11-08
3229 SHS COTERRA ENERGY INC: CTRA   2024-04-10 2024-11-08
5157 SHS COTERRA ENERGY INC: CTRA   2024-08-27 2024-11-08
2726 SHS COTERRA ENERGY INC: CTRA   2024-09-03 2024-11-08
163 SHS CUMMINS INC: CMI   2022-08-31 2024-11-21
533 SHS TARGET CORP CLASS EQUITY: TGT   2021-03-03 2024-11-21
153 SHS TARGET CORP CLASS EQUITY: TGT   2021-03-03 2024-11-21
21 SHS TARGET CORP CLASS EQUITY: TGT   2022-01-11 2024-11-21
985 SHS TARGET CORP CLASS EQUITY: TGT   2022-05-19 2024-11-21
476 SHS TARGET CORP CLASS EQUITY: TGT   2023-06-27 2024-11-21
62 SHS TARGET CORP CLASS EQUITY: TGT   2024-04-10 2024-11-21
439 SHS TARGET CORP CLASS EQUITY: TGT   2024-08-06 2024-11-21
185 SHS CHART INDS INC: GTLS   2024-06-04 2024-11-25
176 SHS CHART INDS INC: GTLS   2024-06-27 2024-11-25
434 SHS CHART INDS INC: GTLS   2024-07-09 2024-11-25
4345 SHS GENMAB AS FSPONSORED ADR: GMAB   2024-05-07 2024-11-25
1415 SHS GENMAB AS FSPONSORED ADR: GMAB   2024-05-08 2024-11-25
17494 SHS AVEPOINT INC CLASS A: AVPT   2024-07-23 2024-12-02
6928 SHS AVEPOINT INC CLASS A: AVPT   2024-08-05 2024-12-02
2777 SHS MICROSOFT CORP: MSFT   1995-02-14 2024-12-12
421 SHS CIENA CORP: CIEN   2023-06-21 2024-12-16
766 SHS CIENA CORP: CIEN   2023-07-14 2024-12-16
808 SHS BROADCOM INC: AVGO   2022-08-31 2024-12-18
4140 SHS KELLANOVA: K   2023-11-30 2024-12-18
544 SHS KELLANOVA: K   2023-12-01 2024-12-18
146 SHS KELLANOVA: K   2024-04-10 2024-12-18
89 SHS KELLANOVA: K   2024-07-26 2024-12-18
11315 SHS SCHWAB US DIVIDEND EQUITY ETF: SCHD   2024-11-21 2024-12-23
58000 PAR WELLS FARGO & CO 3.75XXX**MATURED**: 95000U2C6   2022-06-03 2024-01-24
21000 PAR US TREASURY **MATURED**: 912797JB4   2023-12-21 2024-01-30
58000 PAR AMERICAN EXPRESS 5.85%27 11/05/27: 025816DB2   2023-03-14 2024-02-05
58000 PAR BANK OF MONTREAL 3.3% XXX**MATURED**: 06367WHH9   2022-06-03 2024-02-05
59000 PAR AT&T INC. 0.9XXX**MATURED**: 00206RMJ8   2022-06-03 2024-03-25
3000 PAR US TREASUR NT 0.5% 3/25UST NOTE DUE 03/31/25: 912828ZF0   2022-06-09 2024-03-28
58000 PAR EL PASO PIPELINE 4.3XXX**MATURED**: 28370TAG4   2022-06-03 2024-05-01
125000 PAR US TREASU NT 0.375%01/26UST NOTE DUE 01/31/26: 9128CBH3   2022-06-06 2024-06-17
51000 PAR US TREASU NT 2.125%05/25UST NOTE DUE 05/15/25: 912828XB1   2022-06-03 2024-06-17
67000 PAR THE CHARLES SCHWAB 2%28 03/20/28: 808513BP9   2024-02-05 2024-09-16
63000 PAR US TREASUR NT 0.5% 3/25UST NOTE DUE 03/31/25: 912828ZF0   2022-06-09 2024-09-16
63000 PAR US TREASUR NT 0.5% 3/25UST NOTE DUE 03/31/25: 912828ZF0   2023-09-08 2024-09-16
103000 PAR US TREASU NT 0.375% 11/25UST NOTE DUE 11/30/25: 9128CAZ4   2022-06-03 2024-11-01
58000 PAR DUE JPMORGAN CHASE&VAR25**CALLED**: 46647PDM5   2023-05-01 2024-12-16
85000 PAR US TREASURY **MATURED**: 912797GP6   2024-02-06 2024-02-29
3000 PAR US TREASURY **MATURED**: 912797HS9   2024-05-02 2024-05-30
17222 SHS MICROSOFT CORP; MSFT   1995-02-14 2024-06-20
814 SHS CIENA CORP: CIEN   2023-07-14 2024-12-31
77 SHS CIENA CORP: CIEN   2024-03-15 2024-12-31
196 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-04-10 2024-12-31
571 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-04-18 2024-12-31
521 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-05-28 2024-12-31
1384 SHS UNITED PARCEL SRVC CLASS B: UPS   2024-07-23 2024-12-31
223 SHS CHART INDS INC: GTLS   2024-07-09 2024-12-31
354 SHS CHART INDS INC: GTLS   2024-08-02 2024-12-31
CAPITAL GAINS 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 120,622   133,276 -12,654
b 56,944   61,763 -4,819
c 21,303   21,791 -488
d 62,483   29,379 33,104
e 34,269   17,133 17,136
9,593   6,354 3,239
25,720   22,321 3,399
55,869   59,522 -3,653
138,778   97,045 41,733
85,338   64,742 20,596
9,848   7,366 2,482
29,914   39,641 -9,727
31,601   37,018 -5,417
5,403   6,479 -1,076
46,729   49,755 -3,026
61,842   51,815 10,027
57,377   81,730 -24,353
30,939   43,540 -12,601
29,064   39,971 -10,907
76,878   104,268 -27,390
32,251   37,773 -5,522
37,314   39,202 -1,888
25,689   25,781 -92
381,171   155,361 225,810
66,696   123,897 -57,201
21,085   37,711 -16,626
17,044   23,112 -6,068
2,995,749   27,439 2,968,310
8,295,593   76,496 8,219,097
974,479     974,479
5,737,483   3,045,227 2,692,256
3,010,497   27,266 2,983,231
99,985   86,171 13,814
38,394   30,424 7,970
59,601   59,268 333
47,933   42,499 5,434
89,761   76,160 13,601
39,971   33,342 6,629
54,846   59,476 -4,630
55,169   45,780 9,389
19,268   16,120 3,148
90,473   107,361 -16,888
33,827   36,066 -2,239
49,476   51,487 -2,011
32,963   32,848 115
38,115   36,750 1,365
85,575   91,076 -5,501
47,551   39,510 8,041
65,727   55,585 10,142
75,977   59,761 16,216
106,938   118,465 -11,527
9,616   8,364 1,252
90,331   86,270 4,061
61,406   64,647 -3,241
134,489   131,291 3,198
23,327   24,221 -894
62,018   60,420 1,598
156,092   130,184 25,908
40,059   32,251 7,808
103,798   88,768 15,030
3,014,382   26,353 2,988,029
6   271 -265
2,366,663   20,494 2,346,169
10,071,851   86,382 9,985,469
72,349   101,212 -28,863
102,130   95,592 6,538
65,093   55,004 10,089
56,225   49,663 6,562
38,375   42,026 -3,651
287,412   292,903 -5,491
47,500   41,527 5,973
296,849   332,881 -36,032
7,982   8,711 -729
151,420   147,780 3,640
270,857   233,133 37,724
16,534   16,845 -311
5,568,440   47,270 5,521,170
4,435,756   37,749 4,398,007
4,007,107   33,075 3,974,032
73,862   24,051 49,811
20,226   16,567 3,659
23,985   19,228 4,757
57,660   46,107 11,553
38,848   30,940 7,908
144,997   167,173 -22,176
52,260   59,996 -7,736
148,070   134,930 13,140
164,369   152,908 11,461
125,741   118,726 7,015
110,463   115,644 -5,181
122,168   113,158 9,010
90,007   83,160 6,847
77,061   88,743 -11,682
86,927   101,674 -14,747
66,053   83,647 -17,594
9,816   16,054 -6,238
14,374   23,629 -9,255
1,519   2,469 -950
65,043   105,812 -40,769
767   1,011 -244
49,106   104,360 -55,254
21,070   27,792 -6,722
25,968   34,262 -8,294
10,863   12,712 -1,849
72,002   72,329 -327
33,236   16,417 16,819
75,577   52,775 22,802
88,584   56,498 32,086
154,044   155,666 -1,622
71,036   73,468 -2,432
60,085   63,248 -3,163
8,090   8,469 -379
18,999   19,411 -412
23,883   23,803 80
40,956   35,160 5,796
4,705   4,047 658
2,440,896   22,338 2,418,558
68,574   68,763 -189
1,247,342   11,011 1,236,331
154,225   170,851 -16,626
86,841   104,040 -17,199
13,952   15,647 -1,695
55,427   58,053 -2,626
119,433   172,133 -52,700
241,045   268,465 -27,420
155,564   158,183 -2,619
111,714   108,394 3,320
30,937   29,454 1,483
78,658   90,848 -12,190
125,624   124,127 1,497
66,405   65,163 1,242
60,280   35,146 25,134
64,430   92,614 -28,184
18,494   26,583 -8,089
2,539   4,785 -2,246
119,070   149,976 -30,906
57,540   63,527 -5,987
7,495   10,617 -3,122
53,068   59,368 -6,300
35,273   27,052 8,221
33,557   24,399 9,158
82,748   59,600 23,148
90,276   126,587 -36,311
29,399   40,937 -11,538
310,244   192,320 117,924
122,864   68,149 54,715
1,256,644   10,691 1,245,953
38,083   17,619 20,464
69,291   31,782 37,509
185,238   40,234 145,004
333,185   216,275 116,910
43,781   28,441 15,340
11,750   8,307 3,443
7,162   5,109 2,053
307,883   328,300 -20,417
58,000   58,000 0
21,000   21,000 0
60,032   60,155 -123
58,000   58,000 0
59,000   59,000 0
2,855   2,855 0
58,000   58,000 0
116,308   116,308 0
49,630   49,967 -337
62,462   60,806 1,656
34,267   34,267 0
27,414   27,319 95
98,708   98,708 0
58,000   58,101 -101
85,000   85,000 0
3,000   3,000 0
7,657,087   66,305 7,590,782
69,060   33,773 35,287
6,532   3,831 2,701
24,613   28,822 -4,209
71,704   81,320 -9,616
65,425   71,202 -5,777
173,797   177,602 -3,805
42,990   30,624 12,366
68,244   44,267 23,977
34,225     34,225
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       -12,654
b       -4,819
c       -488
d       33,104
e       17,136
      3,239
      3,399
      -3,653
      41,733
      20,596
      2,482
      -9,727
      -5,417
      -1,076
      -3,026
      10,027
      -24,353
      -12,601
      -10,907
      -27,390
      -5,522
      -1,888
      -92
      225,810
      -57,201
      -16,626
      -6,068
      2,968,310
      8,219,097
      974,479
      2,692,256
      2,983,231
      13,814
      7,970
      333
      5,434
      13,601
      6,629
      -4,630
      9,389
      3,148
      -16,888
      -2,239
      -2,011
      115
      1,365
      -5,501
      8,041
      10,142
      16,216
      -11,527
      1,252
      4,061
      -3,241
      3,198
      -894
      1,598
      25,908
      7,808
      15,030
      2,988,029
      -265
      2,346,169
      9,985,469
      -28,863
      6,538
      10,089
      6,562
      -3,651
      -5,491
      5,973
      -36,032
      -729
      3,640
      37,724
      -311
      5,521,170
      4,398,007
      3,974,032
      49,811
      3,659
      4,757
      11,553
      7,908
      -22,176
      -7,736
      13,140
      11,461
      7,015
      -5,181
      9,010
      6,847
      -11,682
      -14,747
      -17,594
      -6,238
      -9,255
      -950
      -40,769
      -244
      -55,254
      -6,722
      -8,294
      -1,849
      -327
      16,819
      22,802
      32,086
      -1,622
      -2,432
      -3,163
      -379
      -412
      80
      5,796
      658
      2,418,558
      -189
      1,236,331
      -16,626
      -17,199
      -1,695
      -2,626
      -52,700
      -27,420
      -2,619
      3,320
      1,483
      -12,190
      1,497
      1,242
      25,134
      -28,184
      -8,089
      -2,246
      -30,906
      -5,987
      -3,122
      -6,300
      8,221
      9,158
      23,148
      -36,311
      -11,538
      117,924
      54,715
      1,245,953
      20,464
      37,509
      145,004
      116,910
      15,340
      3,443
      2,053
      -20,417
      0
      0
      -123
      0
      0
      0
      0
      0
      -337
      1,656
      0
      95
      0
      -101
      0
      0
      7,590,782
      35,287
      2,701
      -4,209
      -9,616
      -5,777
      -3,805
      12,366
      23,977
      34,225
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 60,172,112
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) 1 862,644
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........................... 3 862,644
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- ..... 5 862,644
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,609
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,300,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,310,609
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 10 447,965
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow447,965 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$ 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 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. 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 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
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 (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 arrow0
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
70,365,902
b
Average of monthly cash balances.......................
1b
934,703
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
71,300,605
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
71,300,605
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,069,509
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
70,231,096
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,511,555
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
3,511,555
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
862,644
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
862,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,648,911
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,648,911
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
2,648,911
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
4,572,847
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
4,572,847
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 2,648,911
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......  
b From 2020...... 2
c From 2021...... 39,843
d From 2022...... 148,379
e From 2023...... 89,925
f Total of lines 3a through e ........ 278,149
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,572,847
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..... 2,648,911
e Remaining amount distributed out of corpus 1,923,936
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 2,202,085
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,202,085
10 Analysis of line 9:
a Excess from 2020.... 2
b Excess from 2021.... 39,843
c Excess from 2022.... 148,379
d Excess from 2023.... 89,925
e Excess from 2024.... 1,923,936
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).)
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 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

ACCESS FUND

PO BOX 17010
BOULDER,CO80308 		NONE PUBLIC CHARITY OPERATING 50,000

AGROS INERNATIONAL

4719 16TH AVE NE
SEATTLE,WA98105 		NONE PUBLIC CHARITY OPERATING 300,000

ALASKA WILDERNESS LEAGUE

122 C ST NW STE 650
WASHINGTON,DC20001 		NONE PUBLIC CHARITY OPERATING 50,000

ALL KIDS NEED MUSIC

PO BOX 568
KEANSBURG,NJ07734 		NONE PUBLIC CHARITY OPERATING 10,000

AMERICAN FORESTS

1220 L STREET NW SUITE 750
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 100,000

AMERICAN HUMANE

1400 16TH ST NW SUITE 360
WASHINGTON,DC20036 		NONE PUBLIC CHARITY OPERATING 25,000

AMERICAN RIVERS

1101 14TH ST NW SUITE 1400
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 30,000

AMERICAN VINEYARD FOUNDATION

PO BOX 5779
NAPA,CA94581 		NONE PUBLIC CHARITY OPERATING 50,000

BRIDGE RECEIVING CENTER

PO BOX 2930
WOODINVILLE,WA98072 		NONE PUBLIC CHARITY OPERATING 50,000

CHIMPANZEE SANCTUARY NORTHWEST

PO BOX 952
CLE ELUM,WA98922 		NONE PUBLIC CHARITY OPERATING 75,000

CHISPA PROJECT

10556 COMBIE RD SUITE 6643
AUBURN,CA95602 		NONE PUBLIC CHARITY OPERATING 11,000

CONSERVATION INTERNATIONAL

PO BOX 418608
BOSTON,MA02241 		NONE PUBLIC CHARITY OPERATING 25,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY OPERATING 100,000

EASTSIDE FRIENDS OF SENIORS

1121 228TH AVE SE
SAMMAMISH,WA98075 		NONE PUBLIC CHARITY OPERATING 28,890

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108 		NONE PUBLIC CHARITY OPERATING 100,000

GOOD FOOD INSTITUTE

PO BOX 96503 PMB 42019
WASHINGTON,DC200906503 		NONE PUBLIC CHARITY OPERATING 20,000

HOMAGE SENIOR SERVICES

5026 196TH ST SW
LYNNWOOD,WA98036 		NONE PUBLIC CHARITY OPERATING 50,000

HONNOLD FOUNDATION

159 W BROADWAY STE 200
SALT LAKE CITY,UT84101 		NONE PUBLIC CHARITY OPERATING 55,000

HUNGRY FOR MUSIC

24065 SENEDO ROAD
WOODSTOCK,VA22664 		NONE PUBLIC CHARITY OPERATING 25,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PUBLIC CHARITY OPERATING 54,600

LAHAI HEALTH

19820 SCRIBER LAKE RD
LYNNWOOD,WA98036 		NONE PUBLIC CHARITY OPERATING 630,241

LEMAY AMERICAS CAR MUSEUM

2702 E D ST
TACOMA,WA98421 		NONE PUBLIC CHARITY OPERATING 9,600

MARY'S PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111 		NONE PUBLIC CHARITY OPERATING 100,000

MISSION FLIGHT

4233 SANTA ANITA AVE STE 2
EL MONTE,CA91731 		NONE PUBLIC CHARITY OPERATING 48,000

MOTORCYCLE MISSIONS

654 CO RD 234
GEORGETOWN,TX78633 		NONE PUBLIC CHARITY OPERATING 25,000

MOUNTAIN TO SOUND GREENWAY

2701 1ST AVE STE 240
SEATTLE,WA98121 		NONE PUBLIC CHARITY OPERATING 50,000

MUSIC WILL

440 N BARRANCA AVE 1753
COVINA,CA91723 		NONE PUBLIC CHARITY OPERATING 25,000

NATIONAL DOMESTIC VIOLENCE HOTLINE

PO BOX 90249
AUSTIN,TX78709 		NONE PUBLIC CHARITY OPERATING 75,000

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PUBLIC CHARITY OPERATING 50,000

NEW STORY

245 N HIGHLAND AVE 230-610
ATLANTA,GA30307 		NONE PUBLIC CHARITY OPERATING 100,000

NORTHWEST FAMILY LIFE

12360 LAKE CITY WAY NE SUITE 420
SEATTLE,WA98125 		NONE PUBLIC CHARITY OPERATING 50,000

PLANT WITH PURPOSE

5075 SHOREHAM PLACE SUITE 420
SAN DIEGO,CA92122 		NONE PUBLIC CHARITY OPERATING 156,445

PORCHLIGHT

13668 SE EASTGATE WAY
BELLEVUE,WA98005 		NONE PUBLIC CHARITY OPERATING 160,000

PUGET SOUND WILDCARE

28727 216TH AVE SE
KENT,WA98042 		NONE PUBLIC CHARITY OPERATING 25,000

PURPOSITY

193 BLUE HERON BLF
DAWSONVILLE,GA30534 		NONE PUBLIC CHARITY OPERATING 50,000

RACING FOR KIDS

PO BOX 36461
GROSSE POINT FARMS,MI48236 		NONE PUBLIC CHARITY OPERATING 50,000

RAVEN ROCK RANCH

20503 NE 122ND STREET
REDMOND,WA98053 		NONE PUBLIC CHARITY OPERATING 25,000

SEATTLE CHILDRENS' HOSPITAL GUILD

PO BOX 5371 S-200
SEATTLE,WA98145 		NONE PUBLIC CHARITY OPERATING 100,000

SEATTLE UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA98111 		NONE PUBLIC CHARITY OPERATING 650,000

SEATTLE VETERINARY OUTREACH

PO BOX 33156
SEATTLE,WA98133 		NONE PUBLIC CHARITY OPERATING 63,000

SOLID GROUND WASHINGTON

1501 N 45TH ST
SEATTLE,WA98103 		NONE PUBLIC CHARITY OPERATING 125,000

STREET BUSINESS SCHOOL

PO BOX 20848
BOULDER,CO80308 		NONE PUBLIC CHARITY OPERATING 50,000

THE DAVID SHELDRICK WILDLIFE TRUST USA INC

25283 CABOT ROAD STE 101
LAGUNA HILLS,CA92653 		NONE PUBLIC CHARITY OPERATING 100,000

THE NATURE CONSERVANCY

74 WALL STREET
SEATTLE,WA98121 		NONE PUBLIC CHARITY OPERATING 100,000

TROUT UNLIMITED

1700 N PO BOX 98166
WASHINGTON,DC20090 		NONE PUBLIC CHARITY OPERATING 75,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		NONE PUBLIC CHARITY OPERATING 100,000

WA STATE PARKS FOUNDATION

1752 NW MARKET STREET 744
SEATTLE,WA98107 		NONE PUBLIC CHARITY OPERATING 80,000

WASHINGTON TRAILS ASSOCIATION

705 2ND AVE SUITE 300
SEATTLE,WA98104 		NONE PUBLIC CHARITY OPERATING 100,000

WORLD VISION FOUNDATION

PO BOX 9716
FEDERAL WAY,WA98063 		NONE PUBLIC CHARITY OPERATING 164,066
Total .................................right arrow 3a 4,545,842
bApproved for future payment
Total ................................. right arrow 3b 0
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 62,557  
4 Dividends and interest from securities ....     14 2,610,424  
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 1,765,198  
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 4,438,179 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,438,179
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
KONZEN FAMILY FOUNDATION
 
Employer identification number

85-3910161
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
KONZEN FAMILY FOUNDATION
  		Employer identification number
85-3910161
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
NEIL KONZEN
3252 HUNTS POINT RD
 
HUNTS POINT, WA98004

$ 80,000,346


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
KONZEN FAMILY FOUNDATION
  		Employer identification number

85-3910161
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 71,887 SHARES OF MICROSOFT CORPORATION STOCK $ 29,999,883 2024-03-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 112,023 SHARES OF MICROSOFT CORPORATION STOCK $ 50,000,346 2024-06-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
KONZEN FAMILY FOUNDATION
  		Employer identification number

85-3910161
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACOUNTING FEES 13,280 6,640   6,640

TY 2024 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 38,892,408 38,932,155

TY 2024 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 1,634,078 1,593,624
CHARLES SCHWAB EXCHANGE TRADED FUNDS 629,620 609,971
CHARLES SCHWAB EQUITIES 44,664,582 46,207,959

TY 2024 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 10,349,708 10,112,702

TY 2024 LegalFeesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 40,730 20,365   20,365


TY 2024 OtherAssetsSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS AND GAIN RECIEVABLE 0 115,701 115,701


TY 2024 OtherExpensesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 15 15   0


TY 2024 OtherProfessionalFeesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 360,577 360,577   0


TY 2024 SubstantialContributorsSch
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Name Address
NEIL KONZEN 3252 HUNTS POINT ROAD
HUNTS POINT,WA98004


TY 2024 TaxesSchedule
Name:
KONZEN FAMILY FOUNDATION
EIN:
85-3910161
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2,212 2,212   0
FEDERAL INCOME TAX PAID 21,000 0   0