2025-01-31T13:24:31-06:00 2024-06-30 910615985 BANCROFT BUCKLEY JOHNSTON & SERRES LLP 1501 FOURTH AVE SUITE 2880 SEATTLE WA 981011631 990PF 2023-07-01 916060790 RACHEL ROYSTON PERMANENT SCHOLARSHIP FDN RACH 3602040068 1501 FOURTH AVE SUITE 2880 SEATTLE WA 981011631 BARBARA BROWN CHAIR, BOARD OF TRUSTEES 3602040068 2025-01-31 1 1 JOHN P JOHNSTON P00185343 2066824840 2023 2025-03-06 01:10:19Z X 1448585 X 2046 X 31664 31664 31664 66262 313207 66262 5606 99972 97926 37270 3600 0 0 3600 10833 0 0 10833 14203 14203 0 0 9921 0 0 9921 9092 0 0 9092 47649 14203 0 33446 44372 44372 92021 14203 0 77818 7951 83723 37270 10394 4527 4527 120877 46265 46265 498633 542994 707257 677098 721167 690536 1299 1299 1307002 1314953 1448585 0 0 X 1226187 1226187 0 0 80815 88766 1307002 1314953 1307002 1314953 1307002 7951 0 1314953 0 1314953 124 SHS PALO ALTO NETWORKS P 2020-08-26 2023-07-20 30925 11219 19706 19706 497 SHS ISHARES CLEAN ETF P 2022-08-05 2023-08-02 8568 11142 -2574 -2574 55 SHS MERGER INST FUND P 2022-12-22 2023-10-23 940 916 24 24 30 SHS MERGER INST FUND P 2022-12-22 2023-10-23 506 493 13 13 140 SHS CHENIERE ENERGY P 2022-01-24 2023-10-12 24300 14561 9739 9739 113 SHS SPDR ETF P 2022-03-07 2023-10-12 13002 13762 -760 -760 1772 SHS MERGER INST FUND P 2021-12-08 2023-10-23 30307 30785 -478 -478 5 SHS MERGER INST FUND P 2021-12-31 2023-10-23 82 83 -1 -1 5 SHS BROADCOM INC P 2023-06-02 2023-12-20 5587 3954 1633 1633 163 SHS FIRST EXCHANGE FUND P 2022-02-28 2023-12-01 8200 8058 142 142 134 SHS FIRST EXCHANGE FUND P 2022-02-28 2023-12-20 7213 6625 588 588 10 SHS FIRST EXCHANGE FUND P 2022-03-07 2023-12-20 538 485 53 53 235 SHS GSK PLC P 2022-06-13 2023-12-20 8523 10202 -1679 -1679 254 SHS GSK PLC P 2022-07-15 2023-12-20 9213 10613 -1400 -1400 13 SHS SALESFORCE INC P 2022-12-09 2023-12-20 3407 2865 542 542 9 SHS SALESFORCE INC P 2021-02-24 2023-12-20 2359 2144 215 215 135 SHS MARVELL TECH P 2023-05-26 2024-02-09 9309 8364 945 945 25 SHS PALO ALTO NETWORKS P 2020-08-26 2024-02-05 8596 2191 6405 6405 63 SHS PALO ALTO NETWORKS P 2021-03-10 2024-02-05 21661 7060 14601 14601 182 SHS MARVELL TECH P 2022-01-14 2024-02-09 12549 14993 -2444 -2444 107 SHS MARVELL TECH P 2022-06-30 2024-02-09 7378 4668 2710 2710 149 SHS WALT DISNEY CO P 2023-07-06 2024-03-05 16747 13216 3531 3531 37 SHS WALT DISNEY CO P 2023-10-03 2024-03-05 4158 2945 1213 1213 66 SHS PALO ALTO NETWORKS P 2021-03-10 2024-03-06 18331 7396 10935 10935 18 SHS PALO ALTO NETWORKS P 2024-08-24 2024-03-06 4999 2525 2474 2474 51 SHS CONSTELLATION BRANDS P 2023-10-03 2024-04-05 13478 12657 821 821 7 SHS LINDE PLC P 2023-02-07 2024-03-27 3260 2357 903 903 287 SHS UNILEVER PLC P 2022-06-03 2024-05-14 15497 13339 2158 2158 9 SHS MEDTRONIC PLC P 2021-11-24 2024-05-31 729 1030 -301 -301 99 SHS MEDTRONIC PLC P 2021-12-16 2024-05-31 8014 10065 -2051 -2051 32 SHS MEDTRONIC PLC P 2022-11-22 2024-05-31 2590 2488 102 102 445 SHS ISHARES CLEAN ENE P 2022-03-07 2023-08-01 8017 8864 -847 -847 225 SHS ISHARES CLEAN ENE P 2022-03-07 2023-08-02 4224 4880 -656 -656 66262 5606 X 1987-05-12 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 1 0 0 0 1 HTTP://WWW.DELTAKAPPAGAMMA.ORG/WA/RACHEL.HTML CARRIE DERR 5096330486 149 SILVER DRIVE ELECTRIC CITY WA 99123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DR CHARLENE SHEA 25204 NE 77TH AVE BATTLE GROUND WA 98604 TRUSTEE 4.00 0 0 0 SHARON WHITE 160 RIDGECREST DR TOLEDO WA 98591 TRUSTEE 4.00 0 0 0 MONIQUE HARRISON 1211 3RD AVE S SEATTLE WA 98168 STATE PRESIDENT 4.00 0 0 0 PATRICIA RUSSELL 21038 102ND AVE SE KENT WA 98031 STATE TREASURER 4.00 0 0 0 LINDA JOHNSON 6 WOODED LANE GOLDENDALE WA 98620 STATE SCHOLARSHIP CHAIR 4.00 0 0 0 CARRIE DERR 149 SILVER DR ELECTRIC CITY WA 99123 TREASURER 4.00 3600 0 0 LAURIE FISHER 32801 171ST AVE SE AUBURN WA 98092 TRUSTEE 4.00 0 0 0 BARBARA BROWN 8267 SE OFARRELL LANE PORT ORCHARD WA 98366 CHAIR/TRUSTEE 4.00 0 0 0 KATHY LUCE 19166 10TH AVE NE POULSBO WA 98370 TRUSTEE 4.00 0 0 0 NONE 0 NONE 0 THE SCHOLARSHIP IS OPEN TO WOMEN EDUCATORS WORKING ON POST BACCALAUREATE STUDIES IN THE FIELD OF EDUCATION AT A NATIONALLY OR REGIONALLY ACCREDITED COLLEGE OR UNIVERSITY, WHO ARE BONA FIDE RESIDENTS OF WASHINGTON STATE. SUCCESSFUL APPLICANTS WILL SHOW EVIDENCE OF SCHOLARSHIP, PROFESSIONAL SERVICE, POTENTIAL FOR FUTURE SERVICE IN EDUCATION AND PROMISE OF DISTINCTION. 60578 IN ORDER TO ACHIEVE ITS CORPORATE PURPOSE, THE FOUNDATION OPERATES A SCHOLARSHIP PROGRAM. AS ANOTHER ELEMENT OF ADVANCING ITS CORPORATE PURPOSE, THE FOUNDATION ALSO OPERATES CERTAIN PROGRAMS WHICH ARE NATURAL CONCOMITANTS OF THE GRANTING OF SCHOLARSHIPS. THESE PROGRAMS ARE IN THE RESOURCE COLLECTION AND THE SEMINAR PROGRAM. THESE PROGRAMS ARE NECESSARY OR CONVENIENT TO EFFECT THE BASIC PURPOSE OF THE FOUNDATION, AND SERVE MANY SUPPORTIVE FUNCTIONS. 2403 OTHER QUALIFIED DISTRIBUTIONS. 9810 0 1270437 118086 0 1388523 0 0 1388523 20828 1367695 68385 X 77818 0 77818 0 62707 2021 3341 0 66048 62707 3341 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1973-10-20 X 37270 16486 33464 70185 157405 31680 14013 28444 59657 133794 77818 34912 31754 38440 182924 0 0 0 0 0 77818 34912 31754 38440 182924 0 0 45590 41909 48025 46790 182314 0 0 0 0 X BARBARA BROWN 8267 SE OFARRELL LANE PORT ORCHARD WA 98366 3602040068 ROYSTON.BROWN.RENTON@GMAIL.COM THE APPLICATION IS AN 100% ONLINE PROCESS WHICH IS AVAILABLE FROM THE FOUNDATION'S WEBSITE AND HTTPS://DOCS.GOGGLE.COM/FORMS . OTHER REQUIRED MATERIALS INCLUDE:1)A CURRENT RESUME WHICH INCLUDES EDUCATION AND CURRENT JOB 2)THE PROPOSED COURSE OF STUDY WITH THE STATUS IN THE PROGRAM 3)A 200-300 WORD ESSAY WHICH INCLUDES 3A)YOUR CURRENT WORK WITH STUDENTS AND PLANS FOR PROFESSIONAL GROWTH, AND 3B)IDENTIFIES A MAJOR ISSUE IN EDUCATION AND STATES HOW IT CAN BE RESOLVED 4)A REFERENCE 5)FINANCES APPLICATIONS MUST BE POSTMARKED BY DECEMBER 1,2023 FOR THE 2024-2025 YEAR THE APPLICANTS SHOULD BE WOMEN EDUCATORS WORKING ON POST BACCALAURETA STUDIES IN THE FIELD OF EDUCATION AT A NATIONALLY OR REGIONAL ACCREDITED COLLEGE OR UNIVERSITY,WHO ARE BONA FIDE RESIDENTS OF WASHINGTON STATE AMY MCLAUGHLIN 1202 S IRVING PLACE KENNEWICK WA 99338 NO RELATION N/A SUPERINTENDENT CREDENTIALS & DOCTORAL PROGRAMS 1142 DEBBIE HULL 1019 CARDIGAN LP NW OLYMPIA WA 98502 NO REALTION N/A PHD SCHOOL COUNSELORADVANCED EDUCATIONAL DEGREE 1492 DORETHA FREDERICKSON 316 LOCUST STREET WALLA WALLA WA 99362 NO RELATION N/A MASTER'S DEGREE IN EDUCATION AND LAGUAGESSUPERINTENDENT CERTIFICATION 1492 ALIA ERAKY 16613 NE 26TH STREET VANCOUVER WA 98684 NO RELATION N/A ADMINISTATION CREDENTIALS 5492 KRISTYN GINTZ 803 KITT-NARCISSE RD COLVILLE WA 99114 NO RELATION N/A DOCTORAL PROGRAM-EDUCATIONAL LEADERSHIP 6492 MARY COLON 812 172ND AVE NE BELLEVUE WA 98008 NO RELATION N/A MASTER'S PROGRAM-SCHOOL COUNSELING 6492 TRICIA CORSETTI 11196 CHRISTOPHER PL NE BAINBRIDGE ISLAND WA 98110 NO RELATION N/A EDUCATIONAL LEADERSHIP DEGREE, SUPERINTENDENT CERTIFICATION 6492 ERIN MURPHY 2453 168TH PL NE MARYSVILLE WA 98271 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1142 AMBER BLON STVARTAK 366 E JEFFERSON ST JEFFERSON OH 44047 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1142 AMII THOMPSON PRATT 1223 ANANDA PL NW BAINBRIDGE ISLAND WA 98110 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1142 LESLI COLLUM 23011 NE CEDAR CREEK ROAD AMBOY WA 98601 NO RELATION N/A ED M AND ADMIN CREDENTIALSED M AND ADMIN CREDENTIALS 1142 AMANDA WARD 11300 FIELDSTONE LANE NE BAINBRIDGE ISLAND WA 98110 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 KYLIE HENDERSON 21025 7TH AVE S DES MOINES WA 98198 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 BARBARA CASEY 2108 GRANITE DR WALLA WALLA WA 99362 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 JESSICA TUFTS 141 SILVER DR ELECTRIC CITY WA 99123 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 MONIQUE HARRISON 11211 3RD AVE S SEATTLE WA 98168 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 KRISTIN RIBELIN 130 WITHERBEE RD KELSO WA 98626 NO RELATION N/A ADDITIONAL SCHOLARSHIP 1785 44372 0 14 31664 18 66262 0 97926 0 97926 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10833 0 0 10833 THE FOUNDATION IS MAKING AN ELECTION UNDER REG 53.4942(A)-3(D)(2) TO DISTRIBUTE OUT OF CORPUS AN AMOUNT SUFFICIENT TO REPAIR UNDISTRIBUTED INCOME FOR THE TAX YEAR ENDED 6/30/22. THIS AMOUNT HAS ALSO BEEN SUBJECTED IN THE PRIOR YEAR TO TAX UNDER SECTION 4942(A). ALGER SMALL CAP FOCUS FUND 36115 27464 ISHARES INC MSCI EMERG MKT 31375 29349 VANGUARD INT TERM CORP BOND 101647 90641 PGIM JENNISON EMERGING MKT 38865 30392 PGIM HIGH YIELD FUND 31499 26754 FIRST TR ETF 12609 14669 ISHARES TR TREASURY BOND 50629 49970 ISHARES TR CORE MSCI EAFE 54007 56514 PGIM ULTRA SHORT BOND ETF 25925 26242 ISHARES TR BOND 37 YEAR 59685 58081 JP MORGAN INT BOND OPP ETF 72961 72196 VANECK ETF TRUST GOLD MINER 12648 12147 VANGUARD BOND INDEX LT 36311 34934 SPDR BLMBG BARCLAYS TRS 25424 23659 GLOBAL X FDS COPPER 14591 13488 LORD ABBOTT SHORT DURATION 37207 37207 ISHARES PFD & INCOME ETF 28950 28742 ISHARES TR US AER DEF ETF 25682 31164 JP MORGAN EQUITY PREMIUM INCOME 25037 26923 AMAZON.COM 54627 78846 JP MORGAN CHASE & CO 24141 40047 MICROSOFT CORP 12682 55869 NEXTERA ENERGY INC 34639 32643 PALO ALTO NETWORKS 14730 35596 ROCKWELL AUTOMATION INC 27878 30558 SALESFORCE.COM 12627 13628 SERVICE NOW INC 23554 35400 ALASKA GROUP INC 15909 10908 ALBERMARLE CORP 24163 10889 BLACKSTONE INC 15082 18322 COSTCO CORP 12557 24650 SHELL PLC 10469 15013 CITIGROUP INC 38003 35728 LINDE PLC 10437 13603 CHUBB LIMITED 24349 33160 DEER & CO 12568 12703 BROADCOM INC 20931 40138 T MOBILE USA INC 24221 29598 AMGEN INC 27855 31557 WALT DISNEY CO 10267 12808 EMERSON ELECTRIC CO 13286 15312 KENVUE INC 13103 10181 KINDER MORGAN INC DEL 14504 14863 SCHLUMBERGER LTD 14491 13824 ZOETIS INC 14181 16122 CROWDSTRIKE HOLDINGS INC 21740 25291 OFFICE EXPENSE 6225 0 0 6225 INSURANCE 1360 0 0 1360 COLLECTION 1507 0 0 1507 INVESTMENT ADVISOR 14203 14203 0 0