2024-05-10T16:26:48-05:00 2023-12-31 943108253 NOVOGRADAC & COMPANY LLP 1300 114TH AVE SE SUITE 240 BELLEVUE WA 98004 990PF 2023-01-01 527240932 THE MIAILOVICH FAMILY FOUNDATION MIAI 4258271109 218 MAIN STREET RMSTE 467 KIRKLAND WA 98033 RICHARD MIAILOVICH DIRECTOR 4258271109 2024-05-10 1 RICHARD MIAILOVICH 999009999 0 RICHARD CASH P01044579 4254535783 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 179492 X X 18 18 3629 3629 28186 181819 28186 31833 31833 0 0 0 950 950 0 1694 1694 0 229 229 0 384 384 0 3257 3257 0 26250 26250 29507 3257 26250 2326 28576 7495 22405 22405 41072 70225 157087 41701 0 0 90268 92630 179492 0 0 X 90268 92630 90268 92630 90268 92630 90268 2326 36 92630 0 92630 FIRST TRUST BIOTEC 2023-02-09 2023-07-28 8461 8865 -404 -404 ISHARES MSCI P 2023-03-27 2023-04-21 933 42123 -41190 -41190 NEUBERGER BERMAN P 2023-01-03 2023-02-02 203 199 4 4 SELECT SECTOR SPDR P 2023-02-09 2023-11-08 11562 12264 -702 -702 ALLSPRING P 2023-02-02 2023-07-25 25000 25000 0 0 ISHARES MSCI P 2005-12-28 2023-04-21 6845 923 5922 5922 ISHARES S&P SMALL CAP 600 P 2006-03-31 2023-02-02 3921 1164 2757 2757 NEUBERGER BERMAN P 2018-01-19 2023-02-02 2906 2729 177 177 BOSTON PARTNERS P 2013-07-30 2023-02-02 2432 2343 89 89 SPDR S&P 500 P 2002-05-13 2023-02-02 70519 18545 51974 51974 SPDR S&P 400 P 2002-02-13 2023-11-08 9807 2041 7766 7766 VANGUARD INTERMEDIATE P 2013-01-29 2023-02-02 11935 13460 -1525 -1525 VANGUARD SHORT TERM P 2013-01-29 2023-02-02 20145 21367 -1222 -1222 VANGUARD INDEX P 2009-06-30 2023-07-28 7150 2610 4540 4540 28186 397 0 397 0 397 0 0 0 0 0 0 397 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 N/A ORGANIZATION 4258271109 218 MAIN STREET 467 KIRKLAND WA 98033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD MIAILOVICH 218 MAIN ST467 KIRKLAND WA 98033 DIRECTOR 0.00 0 0 0 PATRICIA MIAILOVICH 218 MAIN ST467 KIRKLAND WA 98033 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 156866 14950 2646 174462 0 0 174462 2617 171845 8592 8592 397 397 8195 0 8195 0 8195 26250 0 26250 8195 0 0 10285 8283 9646 12527 13559 54300 26250 0 0 0 8195 18055 0 0 72355 0 0 0 0 0 0 10285 62070 8283 9646 12527 13559 18055 RICHARD AND PATRICIA MIAILOVICH 218 MAIN STREET 467 KIRKLAND WA 98033 4258271109 NOT SPECIFIC NONE NONE BISHOP BLANCHET HIGH SCHOOL 8200 WALLINGFORD AVE N SEATTLE WA 98103 PUBLIC GENERAL SUPPORT 1000 CHILDHAVEN 316 BROADWAY SEATTLE WA 98122 PUBLIC GENERAL SUPPORT 1000 EWTN 5817 OLD LEEDS ROAD IRONDALE AL 35210 PUBLIC GENERAL SUPPORT 1000 GONZAGA UNIVERSITY 500 EAST BOONE SPOKANE WA 99258 PUBLIC GENERAL SUPPORT 1500 HEALING THE CULTURE PO BOX 82842 KENMORE WA 98028 PUBLIC GENERAL SUPPORT 2500 HOLY FAMILY PARISH SCHOOL 7045 120TH AVENUE NE KIRKLAND WA 98033 PUBLIC SCHOOL 5000 KIRKLAND PERFORMANCE CENTER 350 KIRKLAND AVNEUE KIRKLAND WA 98033 PUBLIC GENERAL SUPPORT 3750 OAK PARK-RIVER FOREST FOUNDATION 1049 LAKE STREET SUITE 204 OAK PARK IL 60301 PUBLIC GENERAL SUPPORT 1000 PRIESTS FOR LIFE PO BOX 236695 COCOA FL 32923 PUBLIC GENERAL SUPPORT 1000 SACRED HEART RADIO PO BOX 2482 KIRKLAND WA 98083 PUBLIC GENERAL SUPPORT 2000 SIGMA CHI FOUNDATION 1714 HINMAN AVENUE EVANSTON IL 60201 PUBLIC GENERAL SUPPORT 1000 SACRED HEART RADIO PO BOX 2482 KIRKLAND WA 98083 PUBLIC GENERAL SUPPORT 2000 STUDENTS FOR LIFE 4755 JEFFERSON DAVIS HWY FREDERICKSBURG VA 22408 PUBLIC GENERAL SUPPORT 1000 UNIVERSITY DISTRICT FOOD BANK 5017 ROOSEVELT WAY NE SEATTLE WA 98105 PUBLIC GERERAL SUPPORT 1000 UNIVERSITY OF SOUTHERN CALIFORNIA LOS ANGELES LOS ANGELES CA 90089 PUBLIC GENERAL SUPPORT 1500 26250 0 14 18 14 3629 14 28186 0 3647 28186 31833 8 SALE OF INVESTED ASSETS TO GENERATE CASH FOR CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 950 950 0 ISHARES MSCI EAFE 8940 16577 ISHARES RUSSELL 1000 GROWTH 1140 6670 ISHARES TR RUSSELL MIDCAP GROWTH 1171 3656 SPDR S&P 500 2512 10932 MICROSOFT 3214 9401 ALPS TR 10763 21260 AMAZON 8525 15194 ENERGY SELECT SECTOR SPDR 2724 4192 INVESCO QQQ TR 11593 24571 ISHARES PHLX SEMICONDUCTOR 7916 20163 SELECT SECTOR SPDR COMMUNICATION 6937 14532 TESLA 4790 9939 POSTAGE BOX 384 384 0 NON-INCOME DISTRIBUTION 36 WELLS FARGO 1694 1694 0 FOREIGN TAX 31 31 0 TAX ON INVESTMENT INCOME 173 173 0 STATE LICENSE 25 25 0