2025-08-19T14:26:37-07:00 2024-12-31 452478969 FAIRWOOD FINANCIAL SERVICES 14410 SE Petrovitsky Rd Ste 208 Renton WA 98058 990PF 2024-01-01 205041933 Pinnacle Printing Foundation dba Walkley Foundation PINN 4257859529 13613 SE 188th Street Renton WA 98058 Christi M Walkley Chairman 2025-08-19 true true David A Williams CPA CFP P00008029 4252281475 2024 2025-03-06 01:10:19Z X 641843 X X 4376 4376 4376 14978 14978 14978 2183 234600 2183 2183 58 58 58 21595 21595 21595 436 240 196 6515 4063 2452 6951 4303 196 2452 30610 30610 37561 4303 196 33062 -15966 17292 21399 29734 16231 15931 501094 85164 85164 100963 514670 540688 60 631791 616065 641843 240 240 X 631791 615825 631791 615825 631791 616065 631791 -15966 615825 615825 Merrill -02150 Net Short-Term Cap Gains-Covered Trans P 2024-01-01 2024-12-31 234495 232312 2183 2183 Merrill -02150 Net Short-Term Cap Gains-Noncovered Tr P 2024-07-03 2024-07-03 105 105 2183 2183 240 240 240 300 300 60 60 false false false false false false false false true WA true false false false false true N/A Christi Walkley 4257859529 13613 SE 188th Street Renton WA 980588043 false false false false false false false false false false false false false false false false false false false false false false Christi M Walkley 13613 SE 188th Street Renton WA 98058 Chairman 2.00 0 Meredith E Carbonaro 25929 SE 41st Court Issaquah WA 98029 Director 1.00 0 NONE NONE Veteran Organizations that focus on rehabilitating active & retired Veterans. The organizations who received donations included Hope for Heroes, Brigadoon Service Dogs, and JBLM Army Fisher House. 15000 Community Support. The organizations who received donations included Pediatric Interim Care , Union Gospel Mission, Kidvantage, Kent Youth & Family Services, Fairwood Lions Club, and Bellevue Kiwanis. 16610 0 0 0 0 0 0 0 0 0 240 240 240 240 0 33062 33062 0 761 1797 2558 33062 0 33062 35620 0 35620 761 1797 33062 X Brigadoon Service Dogs PO Box 28536 Bellingham WA 98228 none PC Support assistance to veterans 2000 Fairwood Lions Club c/o Ray Peters 17620 162nd Place SE Renton WA 98058 none PC Assist in community support 2000 Union Gospel PO Box 202 Seattle WA 98111 none PC Assist in community support 2500 JBLM Army Fisher House 90700 Gardner Loop Rd Tacoma WA 98431 none PC Support assistance to veterans 4000 Kidvantage was Eastside Baby Corner PO Box 712 Issaquah WA 98027 none PC Assist in community support 2444 Pediatric Interim Center 328 4th Ave S Kent WA 98032 none PC Assist with community support 3000 Kent Youth Family Services KYFS 232 2nd Ave S 201 Kent WA 98032 none PC Assist with community support 2000 Hope for Heroes 14528 Avis Lane SE Yelm WA 98597 none PC Support assistance to veterans 9000 Bellevue Kiwanis c/o Jim Rosewald 8637 SE 76th Place Mercer Island WA 98040 none PC Assist in community support 1500 Uplift 2515 Western Ave Seattle WA 98121 none PC Assist in Community Support 1000 Challenger Elementary School 25200 SE Klahanie Blvd Sammamish WA 98029 none PC Assist in Community Support 166 Renton Senior Activity Center 211 Burnett Ave N Renton WA 98057 none PC Assist in Community Support 500 Olivia Lynn Truscott c/o B J Truscott 327 Lombard Lane Wenatchee WA 98801 none I Assist in Community Support 500 30610 4376 14978 58 2183 19412 2183 21595 false false false false false false false false false false Merrill Lynch 8QL-02150 (see schedule) AT COST 514670 540688 2023 Tax Prep Fee Paid in 2024 1872 1872 Miscellaneous Expenses 560 560 Portfolio/investment management fees 4063 4063 WA Secretary of State - Annual Corp Fee 20 20 Other Investment Income 58 58 58 2024 1.39% Excise Tax Payable 240 1.39% Excise Tax on Investment Income 240 240 Foreign Tax Paid (-2150 1099-DIV bx 7) 196 196