2025-09-18T10:09:41-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990PF 2024-01-01 912033075 REAL PROGRESS FOUNDATION REAL 2067281050 568 1ST AVE S STE 600 SEATTLE WA 98104 BEN KLASKY INTERIM EXECUTIVE DIRECTOR 2066792956 2025-09-15 1 1 PAMELA ALEXANDERSON P01218925 5058787200 2025-09-11 2024 2025-03-06 01:10:19Z X X X 13814297 X 1667532 411479 411479 607033 9121534 607033 2686044 1018512 101850 1019 100832 179847 1798 176391 77265 773 76493 50903 0 50903 32441 24331 8110 142779 65620 77159 9591 119 0 11368 0 11368 15554 299 15255 621598 93959 516511 193420 193420 815018 93959 709931 1871026 924553 772583 1125777 1125777 552864 577430 577430 9622926 5477072 5477072 229561 162532 162532 0 6471486 6471486 16612 0 0 11194546 13814297 13814297 1657 0 1657 X 11194546 13812640 11194546 13812640 11194546 13814297 11194546 1871026 747068 13812640 0 13812640 PUBLICLY TRADED SECURITIES P 8924059 8514501 409558 409558 CAPITAL GAIN DISTRIBUTIONS P 196742 196742 196742 CLASS ACTION PROCEEDS P 733 733 733 607033 12851 0 12851 0 12851 2637 0 18000 0 20637 X 67 7719 7719 0 0 0 0 0 0 0 0 1 0 0 1 1 WA 1 0 0 0 0 1 N/A MELESSA ROGERS 2067281050 568 1ST AVE S STE 600 SEATTLE WA 98104 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D GLASER 568 1ST AVE S STE 600 SEATTLE WA 98104 TRUSTEE 2.00 0 0 0 MICHAEL PARHAM 568 1ST AVE S STE 600 SEATTLE WA 98104 TREASURER 2.00 0 0 0 MARTIN COLLIER 568 1ST AVE S STE 600 SEATTLE WA 98104 EXECUTIVE DIRECTOR 40.00 101850 25325 729 DREW MARKHAM 568 1ST AVE S STE 600 SEATTLE WA 98104 SECRETARY/DIRECTOR (THRU 1/4/24) 1.00 0 0 0 CARY BAKER 568 1ST AVE S STE 600 SEATTLE WA 98104 TREASURER/DIRECTOR (THRU 1/4/24) 1.00 0 0 0 MARJORIE THOMAS 568 1ST AVE S STE 600 SEATTLE WA 98104 DIRECTOR (THRU 1/4/24) 1.00 0 0 0 SARAH MYHRE 1501 1ST AVENUE SOUTH 600 SEATTLE WA 98134 PROGRAM DIRECTOR 40.00 105900 29093 726 MELESSA ROGERS 1501 1ST AVENUE SOUTH 600 SEATTLE WA 98134 OPERATIONS MANAGER 40.00 53817 22847 729 0 SEISMIC PHILANTHROPY 291 EAKIN DR BAINBRIDGE ISLAND WA 98110 CONSULTING 63333 0 0 12122172 972791 0 13094963 0 0 13094963 196424 12898539 644927 644927 12851 12851 632076 0 632076 0 632076 709931 0 709931 632076 0 0 698187 1832569 2530756 709931 0 0 0 632076 77855 0 0 2608611 0 0 0 0 0 0 698187 1910424 1832569 77855 X AMERICAN RED CROSS POB 37839 BOONE IA 50037 PC GENERAL SUPPORT 2000 BLACK MEN VOTE 4410 MASSACHUSETTS AVE NW WASHINGTON DC 20016 PC GENERAL SUPPORT 100000 CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 PC GENERAL SUPPORT 10000 CROHN'S AND COLITIS FOUNDATION OF AMERICA 1640 S SEPULVEDA BLVD SUITE 214 LOS ANGELES CA 90025 PC GENERAL SUPPORT 10000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 PC GENERAL SUPPORT 240 DEMOCRACY NOW PRODUCTIONS 207 WEST 25TH ST 11TH FLOOR NEW YORK NY 100017161 PC GENERAL SUPPORT 50000 EVERGREEN LEATHER EVENTS 13036 SE KENT KANGLEY RD 114 KENT WA 980307965 PC GENERAL SUPPORT 2545 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N J5-200 SEATTLE WA 981091024 PC GENERAL SUPPORT 500 FRIENDS OF KEXP 472 1ST AVE N SEATTLE WA 98109 PC GENERAL SUPPORT 210 GLOBAL GIVING 1 THOMAS CIRCLE NW SUITE 800 WASHINGTON DC 20005 PC GENERAL SUPPORT 1000 LAO WOMEN ASSOCIATION PO BOX 78509 SEATTLE WA 98178 PC GENERAL SUPPORT 25 MEMORIAL SLOAN KETTERING CANCER CENTER P O BOX 27106 GIFT ADMINISTRATION NEW YORK NY 10087 PC GENERAL SUPPORT 500 NORTHWEST HARVEST POB 12272 SEATTLE WA 98102 PC GENERAL SUPPORT 300 PRESIDENT & FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVENUE 5TH FL CAMBRIDGE MA 021385369 PC GENERAL SUPPORT 2000 PROVIDENCE HOSPICE OF SEATTLE 2811 S 102ND ST SUITE 220 TUKWILA WA 98168 PC GENERAL SUPPORT 250 SAIBABA SEATTLE 10710 240TH AVE NE REDMOND WA 98053 PC GENERAL SUPPORT 500 SOS CHILDREN'S VILLAGE 1620 I ST NW SUITE 220 WASHINGTON DC 20006 PC GENERAL SUPPORT 1500 WASHINGTON INNOCENCE PROJECT POB 85869 SEATTLE WA 98145 PC GENERAL SUPPORT 10000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC GENERAL SUPPORT 50 WORLD IDENTITY NETWORK 4710 ELM ST APT E406 BETHESDA MD 20814 PC GENERAL SUPPORT 500 WORLD VISION POB 9716 FEDERAL WAY WA 98063 PC GENERAL SUPPORT 500 YOUNG MEN'S CHRISTIAN ASSOCIATION PO BOX 2336 MONTGOMERY AL 36102 PC GENERAL SUPPORT 800 193420 0 14 411479 18 607033 0 1018512 0 1018512 0 0 0 0 0 0 0 0 0 0 X X 1 GLASER PROGRESS FOUNDATION 108 S WASHINGTON ST STE 400 SEATTLE WA 98104 1667532 X X 1 SECURITIES 1655046 2024-07-31 ACCOUNTING FEES 32441 24331 8110 BANK NEW YORK MELLON CORP SER J MTN 4987 4987 WELLS FARGO &CO MTN 3992 3992 AMERICAN EXPRESS CO NOTE 6074 6074 JPMORGAN CHASE &CO NOTE 12483 12483 GOLDMAN SACHS GROUP INC NOTE 9456 9456 PNC FINL SVCS GROUP INC NOTE 4121 4121 FISERV INC NOTE 4063 4063 RADIAN GROUP INC NOTE 4105 4105 ENACT HLDGS INC NOTE 4076 4076 BANK AMERICA CORP MTN 5445 5445 ESSENT GROUP LTD NOTE 4084 4084 US BANCORP MTN 3025 3025 PNC FINL SVCS GROUP INC NOTE 4056 4056 CHUBB INA HLDGS INC NOTE 6645 6645 GENERAL MTRS FINL CO INC NOTE 3040 3040 TANGER PPTYS LTD PARTNERSHIP NOTE 5061 5061 BANK AMERICA CORP MTN 5906 5906 KIMBERLY-CLARK CORP NOTE 3891 3891 AMGEN INC NOTE 3970 3970 WELLS FARGO &CO SER U MTN 2630 2630 AIR PRODUCTS AND CHEMICALS INC NOTE 4904 4904 INGERSOLL RAND INC NOTE 3070 3070 BORGWARNER INC NOTE 3937 3937 US BANCORP MTN 3025 3025 ABBVIE INC NOTE 7184 7184 AT&T INC NOTE 2825 2825 CONSOLIDATED EDISON CO N Y INC 7847 7847 PEPSICO INC NOTE 7857 7857 AMGEN INC NOTE 3851 3851 UNITED PARCEL SVCS INC NOTE 6415 6415 PFIZER INVT ENTERPRISES NOTE 6554 6554 OWENS CORNING NEW NOTE 3953 3953 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 1224737 1224737 VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 322759 322759 ABBOTT LABORATORIES 26920 26920 ABBVIE INC COM USD 45314 45314 ABRDN TOTAL DYNAMIC DIVIDEND FUND COM SH BEN INT NPV 93045 93045 AFFIRM HLDGS INC COM CL A 1218000 1218000 ALPHABET INC CAP STK CL A 46757 46757 AMAZON.COM INC 101358 101358 AMERICAN ELEC PWR CO INC COM 22135 22135 AMERICAN EXPRESS CO COM USD0.20 37396 37396 ANALOG DEVICES INC COM 25283 25283 APPLE INC 97163 97163 AT&T INC COM USD1 24409 24409 AUTOMATIC DATA PROCESSING INC COM 31322 31322 BANK AMERICA CORP COM 44565 44565 BROADCOM INC COM 82303 82303 CINTAS CORP 24665 24665 CISCO SYSTEMS INC 32323 32323 CME GROUP INC COM 22526 22526 COCA-COLA CO 19612 19612 COMCAST CORP 22480 22480 COSTCO WHOLESALE CORP COM 30237 30237 DISNEY WALT CO COM 24386 24386 ECOLAB INC 26478 26478 ELI LILLY &CO COM 30880 30880 GOLDMAN SACHS GROUP INC COM 24050 24050 HOME DEPOT INC 54459 54459 HONEYWELL INTERNATIONAL INC COM 37272 37272 INTERNATIONAL BUS MACH CORP COM 60673 60673 JOHNSON &JOHNSON COM 45266 45266 JPMORGAN CHASE &CO. COM 107150 107150 MARSH &MCLENNAN COMPANIES INC COM 39296 39296 MCDONALD S CORP 30728 30728 META PLATFORMS INC CLASS A COMMON STOCK 81386 81386 MICROSOFT CORP 131930 131930 MORGAN STANLEY COM 23384 23384 NETFLIX INC 31196 31196 NEXTERA ENERGY INC COM 19715 19715 NVIDIA CORPORATION COM 147048 147048 PARKER-HANNIFIN CORP COM 25441 25441 PEPSICO INC 22049 22049 PNC FINANCIAL SERVICES GROUP COM 27963 27963 PROCTER AND GAMBLE CO COM 52642 52642 PRUDENTIAL FINANCIAL INC 19557 19557 ROYCE SMALL CAP TRUST INC COM 100370 100370 SALESFORCE INC COM 96287 96287 SOUTHERN CO 23544 23544 T-MOBILE US INC COM 19645 19645 TEXAS INSTRUMENTS INC COM 20251 20251 TJX COMPANIES INC 23196 23196 UNION PAC CORP COM 27821 27821 UNITEDHEALTH GROUP INC 48057 48057 VIRTUS DIVIDEND INTEREST &PR COM 92697 92697 VIRTUS EQUITY &CONV INCM FD COM 108151 108151 VISA INC 27495 27495 WALMART INC COM 66949 66949 WASTE MANAGEMENT INC 24618 24618 WELLS FARGO CO NEW COM 28658 28658 ZILLOW GROUP INC CL C CAP STK 111075 111075 577430 577430 0 0 BROWN ADVISORY SUSTAINABLE BD INSTL FMV 1473561 1473561 FIDELITY ADVISOR ENVIRONMENTAL BD Z FMV 1382492 1382492 ADVISORS DISCIPLINED TR UNIT 2183 FMV 46657 46657 ADVISORS DISCIPLINED TR UNIT 2245 FMV 118919 118919 FT UNIT 10807 FMV 48998 48998 BOSTON TRUST WALDEN SMALL CAP FUND FMV 467440 467440 BROWN ADVISORY SUSTAIN GROWTH INST FMV 620890 620890 FID US SUSTAINBLTY INDEX FUND FMV 776960 776960 HARDING LOEVNER INTL EQUITY PORT INSTL FMV 911103 911103 PIONEER FUND CLASS Y FMV 624466 624466 LEGAL FEES 50903 0 50903 DIVIDENDS AND INTEREST RECEIVABLE 16612 COMPUTER EQUIPMENT 895 0 895 TELEPHONE AND INTERNET 2482 0 2482 LICENSES AND PERMITS 122 0 122 OFFICE SUPPLIES 1282 0 1282 WEBSITE 196 0 196 BANK SERVICE CHARGES 299 299 0 POSTAGE & SHIPPING 214 0 214 COMPUTER SUPPORT 5548 0 5548 DUES AND SUBSCRIPTIONS 4516 0 4516 UNREALIZED GAIN ON INVESTMENTS 747068 FOUNDATION MANAGEMENT FEES 73440 734 72706 INVESTMENT MANAGEMENT FEES 64886 64886 0 ADMINISTRATIVE FEES 4453 0 4453 FOREIGN TAXES 119 119 0 FEDERAL TAXES 4369 0 0 PAYROLL TAXES 5103 0 0