2025-07-08T13:31:53-05:00 2024-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2024-01-01 912015382 SUSKIN FOUNDATION SUSK 4258990736 20125 76TH AVE NE KENMORE WA 980282173 STEVE SUSKIN CO-TRUSTEE 4258890736 2025-07-01 1 1 SHIRLEY W HUANG CPA P01561433 4256291990 2025-06-27 2024 2025-03-06 01:10:19Z X X 16663860 X X 6886 6886 303621 303621 719909 2246644 719909 1030416 1030416 0 0 0 12185 6093 6092 81913 1797 1797 84284 42143 42141 178382 50033 50030 905000 905000 1083382 50033 955030 -52966 980383 84434 -36984 -36984 4549 15818 4549 4549 62288 0 0 10736727 10607152 15126933 1231617 1322422 1387974 0 181388 181388 12130884 12078527 16663860 0 0 X 0 0 0 0 12130884 12078527 12130884 12078527 12130884 12078527 12130884 -52966 609 12078527 0 12078527 PUBLICLY TRADED SECURITIES 316063 350639 -34576 -34576 PUBLICLY TRADED SECURITIES 1779200 1035252 743948 743948 PUBLICLY TRADED SECURITIES 844 844 0 0 PUBLICLY TRADED SECURITIES 140000 140000 0 0 CAPITAL GAINS DIVIDENDS P 10537 10537 10537 719909 13627 0 13627 0 13627 41800 0 0 0 41800 0 28173 28173 0 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 N/A STACY SUSKIN ROTTINGHAUS 4258890736 20125 76TH AVE NE KENMORE WA 98028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODY L SUSKIN 220 1ST ST APT 303 KIRKLAND WA 98033 TRUSTEE 0.00 0 0 0 STEVEN C SUSKIN 11665 HOLMES PT DR NE KIRKLAND WA 98034 TRUSTEE 0.00 0 0 0 STACY SUSKIN ROTTINGHAUS 20125 76TH AVE NE KENMORE WA 98028 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 16456625 143519 0 16600144 0 0 16600144 249002 16351142 817557 817557 13627 13627 803930 0 803930 0 803930 955030 0 955030 803930 0 0 3376 38718 260455 302549 955030 0 0 0 803930 151100 0 0 453649 0 0 0 0 0 0 0 453649 3376 38718 260455 151100 X ACKCS RESCUE TRUST PO BOX 181 CROZIER VA 23039 NONE 501(C)3 SUPPORT OPERATIONS 10000 AMERICAN RED CROSS 1900 25TH AVE S SEATTLE WA 98144 NONE 501(C)3 SUPPORT OPERATIONS 40000 BECKS PLACE PO BOX 562 MONROE WA 98272 NONE 501(C)3 SUPPORT OPERATIONS 15000 BRIGADOON SERVICE DOGS PO BOX 28536 BELLINGHAM WA 98228 NONE 501(C)3 SUPPORT OPERATIONS 10000 CHILDHAVEN 1035 SW 124TH ST SEATTLE WA 98146 NONE 501(C)3 SUPPORT OPERATIONS 15000 CHILDREN'S HOME SOCIETY OF WASHINGTON 12360 LAKE CITY WAY NE SUITE 450 SEATTLE WA 98125 NONE 501(C)3 SUPPORT OPERATIONS 25000 DANNY & RON'S RESCUE PO BOX 604 CAMDEN CAMDEN SC 29021 NONE 501(C)3 SUPPORT OPERATIONS 30000 EMERGENCY FOOD NETWORK 3318 92ND STREET SOUTH LAKEWOOD WA 98499 NONE 501(C)3 SUPPORT OPERATIONS 35000 FOOD LIFELINE 815 S 96TH ST SEATTLE WA 98108 NONE 501(C)3 SUPPORT OPERATIONS 30000 FRED HUTCHINSON CANCER RESEARCH CENTER PO BOX 19023 SEATTLE WA 98109 NONE 501(C)3 SUPPORT OPERATIONS 50000 FRIENDS OF YOUTH 13116 NE 132ND ST KIRKLAND WA 98034 NONE 501(C)3 SUPPORT OPERATIONS 10000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 NONE 501(C)3 SUPPORT OPERATIONS 15000 HABITAT FOR HUMANITY 500 NACHES AVE SW STE 200 RENTON WA 98057 NONE 501(C)3 OPERATIONS SUPPORT 45000 HOMEWARD PET ADOPTION CENTER 13132 NE 177TH PLACE WOODINVILLE WA 98072 NONE 501(C)3 SUPPORT OPERATIONS 35000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE 501(C)3 SUPPORT OPERATIONS 30000 MAUI FOOD BANK 760 KOLU ST WAILUKU HI 96793 NONE 501(C)3 SUPPORT OPERATIONS 20000 MAUI HUMANE SOCIETY PO BOX 1047 PUUNENE HI 96784 NONE 501(C)3 SUPPORT OPERATIONS 20000 MEDIC ONE FDN 11747 NE 1ST ST 300 BELLEVUE WA 98005 NONE 501(C)3 SUPPORT OPERATIONS 30000 MEOW CAT RESCUE 10600 NE 68TH SUITE F KIRKLAND WA 98033 NONE 501(C)3 SUPPORT OPERATIONS 10000 MOTLEY ZOO ANIMAL RESCUE 7345 164TH AVE NE STE 145 320 REDMOND WA 98052 NONE 501(C)3 SUPPORT OPERATIONS 15000 NO KID HUNGRY PO BOX 715475 PHILADELPHIA PA 191715475 NONE 501(C)3 SUPPORT OPERATIONS 25000 NORTH PACIFIC FOOD BANK 1899 PARK AVE RAYMOND WA 98577 NONE 501(C)3 SUPPORT OPERATIONS 20000 NORTHWEST HARVEST 711 CHERRY ST-PO BOX 12272 SEATTLE WA 98102 NONE 501(C)3 OPERATIONS SUPPORT 45000 OASIS FOR ANIMALS PO BOX 1304 LANGLEY WA 98260 NONE 501(C)3 SUPPORT OPERATIONS 10000 OLD DOG HAVEN PO BOX 1409 OAK HARBOR WA 982771409 NONE 501(C)3 SUPPORT OPERATIONS 20000 PASADOS SAFE HAVEN PO BOX 171 SULTAN WA 98294 NONE 501(C)3 SUPPORT OPERATIONS 15000 PAWS PO BOX 3771 SEATTLE WA 98124 NONE 501(C)3 SUPPORT OPERATIONS 25000 SEATTLE CHILDREN'S HOSPITAL PO BOX 5371-4800 SAND POINT WAY NE SEATTLE WA 98145 NONE 501(C)3 SUPPORT OPERATIONS 50000 SEATTLE HUMANE SOCIETY 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE 501(C)3 OPERATIONS SUPPORT 20000 SEATTLE VETERINARY OUTREACH PO BOX 33156 SEATTLE WA 98133 NONE 501(C)3 SUPPORT OPERATIONS 15000 THE SOUP LADIES PO BOX 896 BUCKLEY WA 98321 NONE 501(C)3 SUPPORT OPERATIONS 25000 TREEHOUSE FOR KIDS 2100 24TH AVE S SEATTLE WA 98144 NONE 501(C)3 SUPPORT OPERATIONS 20000 USO NORTHWEST 17801 INTERNATIONAL BLVD PMB 313 SEATTLE WA 98158 NONE 501(C)3 SUPPORT OPERATIONS 35000 WA WOMEN IN NEED 232 5TH AVE S SUITE 201 KIRKLAND WA 98033 NONE 501(C)3 SUPPORT OPERATIONS 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE 501(C)3 SUPPORT OPERATIONS 35000 CAVALIER RESCUE USA 6400 N PASEO TAMAYO TUCSON AZ 85750 NONE 501(C)3 SUPPORT OPERATIONS 10000 OLIVE CREST 2500 116TH AVE NE BELLEVUE WA 98004 NONE 501(C)3 SUPPORT OPERATIONS 15000 FRISTERS 17785 SKY PARK CIR STE E IRVINE CA 92614 NONE 501(C)3 SUPPORT OPERATIONS 20000 905000 0 14 6886 14 303621 18 719909 0 1030416 0 1030416 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12185 6093 6092 ABBOTT LABS 232676 243865 ABBVIE INC 235100 282010 ALPS ETF TRUST ALERIAN MLP ETF 179669 240800 AMAZON INC 212489 422765 AMERICAN TOWER CORP REIT 237048 214406 APPLE INC 254719 660608 BERKSHIRE HATHAWAY INC 194792 697145 COSTCO WHOLESALE CORP 282713 518609 DANAHER CORP 285535 394367 DIMENSIONAL ETF TRUST INTL CORE EQT MK 272954 289197 ENERGY SELECT SECTOR SPDR FUND 278244 315314 FIRST TRUST ENHANCED SHORT MAT FUND ETF 74548 87055 HOME DEPOT INC 177861 515801 INTERCONTINENT ALEXCHNAGE GROUP 257564 334974 INVESCO S&P 500 PURE VALUE ETF 258513 301211 ISHARES 20+ YEAR TRES BOND ETF 162512 135362 ISHARES CORE MSCI EAFE ETF 471811 483667 ISHARES CORE S&P SMALL-CAP ETF 776021 954828 ISHARES CORE S&P MID-CAP ETF 991292 1261778 ISHARES GOLD TRUST ETF 282465 371176 KEYSIGHT TECHNOLOGIES INC 242824 272910 LOCKHEED MARTIN CORP 151286 182228 MICROSOFT CORP 245446 824876 NVIDIA CORP 168935 839178 QUANTA SERVICES INC 212062 398539 SCHLUMBERGER LTD NETHERLANDS ANTILLES 283589 228085 SCHWAB US DIVID EQUITY ETF 199509 254978 THERMOFISCHER SCIENTIFIC INC 282926 272601 UNITEDHEALTH GROUP INC 283071 293905 VANECK SEMICONDUCTOR ETF 206511 311188 VANGUARD DIVID APPRECIATION 275688 350927 VANGUARD FTSE EMERGING MARKETS ETF 380176 414020 VANGUARD INTERTERM BOND ETF 271617 283003 VISA INC 282653 391574 META PLATFORMS INC 274785 346036 JP MORGAN ULTRA-SHORT INCOME 211527 210849 INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY FUND 516021 527098 JANUS HENDERSON MULTI-SECTOR INCOME FUND AT COST 232671 235807 PRINCIPAL SMALL MID CAP DIVIDEND INC FUND AT COST 306293 367325 VANGUARD HIGH YIELD CORPORATE FUND AT COST 312550 323317 VANGUARD TOTAL BOND MARKET IDX-ADM AT COST 470908 461525 MONEY MARKET FUND 0 181388 181388 LICENSES & FEES 25 13 12 INVESTMENT MANAGEMENT FEES 83415 41708 41707 INVESTMENT EXPENSES 844 422 422 PRIOR YEAR ADJUSTMENTS 609 FOREIGN TAXES PAID 3594 1797 1797 FEDERAL TAXES 78319 0 0