2026-07-16T12:12:46-07:00 2025-12-31 851605114 BRUMFIELD FRANKS TAX ACCOUNTING 316 E McLeod Rd Bellingham WA 98226 990PF 2025-01-01 912089435 MARTIN FAMILY FOUNDATION MART 3607706991 818 H AVE ANACORTES WA 98221 ROY W MARTIN TRUSTEE 3607706991 2026-03-23 Kristi L Franks P02101579 3606471393 2026-07-16 2025 2025-03-06 01:10:19Z X 4252250 X X 417 417 417 58082 58082 58082 140926 1035694 140926 0 0 199425 199425 58499 0 1675 1675 19670 19670 3658 1930 0 40 40 25043 23315 0 348271 0 373314 23315 0 -173889 176110 58499 15407 43693 43693 77459 78227 78227 0 0 3331470 3288372 4129504 0 1544 826 826 0 31326 0 0 3457206 3411118 4252250 0 0 0 0 0 X 3457206 3411118 3457206 3411118 3457206 3411118 3457206 -173889 127801 3411118 3411118 TIAA TRUST ST STOCK SALES P 2001-01-01 2025-06-01 140376 0 135075 5301 0 0 0 5301 870673 0 759693 110980 0 0 0 110980 24645 0 0 24645 0 0 0 24645 140926 2448 0 2448 0 2448 840 0 840 840 X 0 1608 0 false false false false false false false true true true true false false false true N/A ROY W MARTIN 3609822991 818 H AVENUE ANACORTES WA 98221 false false false false false false false false false false false false false false false false false false false false ROY W MARTIN 818 H AVE ANACORTES WA 98221 TRUSTEE 0.00 0 0 0 DARLENE H MARTIN 818 H AVE ANACORTES WA 98221 TRUST 0.00 0 0 0 NONE 0 NONE 0 SUPPORT CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 X 0 0 61828 50036 111864 0 0 52554 42531 95085 265200 284000 549200 0 0 265200 284000 549200 120421 134541 254962 X ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 200096011 PC CHARITABLE 1000 AMERICAN CANCER SOCIETY PO BOX 3447 SEATTLE WA 981241475 PC CHARITABLE 1400 THE AMERICAN RED CROSS 2025 E ST NW WASHINGTON DC 20006 PC CHARITABLE 2000 ANACORTES FAMILY CENTER 1011 27TH ST ANACORTES WA 98221 PC CHARITABLE 3000 CATHOLIC COMMUNITY SERVICES 614 PETERSON RD 200 BURLINGTON WA 98233 PC CHARITABLE 24000 CATHOLIC RELIEF SERVICES PO BOX 5204 HARLAN IA 515930704 PC CHARITABLE 60000 COVENANT HOUSE 5 PENN PLAZA NEW YORK NY 10001 PC CHARITABLE 2000 COMPASS HOUSING ALLIANCE 77TH S WASHINGTON ST SEATTLE WA 98104 PC CHARITABLE 2000 CMMB 33-01 11TH ST LONG ISLAND NY 11106 PC CHARITABLE 6000 FRIENDSHIP HOUSE PO BOX 517 MOUNT VERNON WA 98273 PC CHARITABLE 10000 FRIENDS OF LIBERTY 1168 EAST 1100ST ST BROOKYLN NY 11236 PC CHARITABLE 94000 FOOD LIFELINE 815 S 96TH ST SEATTLE WA 981084934 PC CHARITABLE 2000 FINCA INTERNATIONAL 1201 15TH ST NW 8TH FLOOR WASHINGTON DC 20005 PC CHARITABLE 2000 FRANCISCAN MISSION PO BOX 130 WATERFORD WI 53185 PC CHARITABLE 10000 INTERCOMMUNITY PEACE AND JUSTICE CENTER 1216 NE 65TH ST SEATTLE WA 98115 PC CHARITABLE 2000 HABITAT FOR HUMANITY 1022 RIVERSIDE DR PO BOX 2565 MOUNT VERNON WA 98273 PC CHARITABLE 2000 HOLY CROSS MISSION CENTER PO BOX 543 NOTRE DAME IN 465560543 PC CHARITABLE 10000 KCTS THE PUBLIC NETWORK 401 MERCER ST SEATTLE WA 98109 PC CHARITABLE 1000 KNKX 885 FM 930 BROADWAY TACOMA WA 98402 PC CHARITABLE 1500 LIGHTHOUSE MISSION MINISTRIES PO BOX 548 BELLINGHAM WA 982270548 PC CHARITABLE 6000 LUTHERAN HOUR MINISTRIES 660 MASON RIDGE CENTER DR ST LOUIS MO 631418557 PC CHARITABLE 1100 LCMS WORD RELIEF 1333 SOUTH KIRKWOOD RD ST LOUIS MO 631227295 PC CHARITABLE 24500 LCMS WORLD MISSIONS 1333 SOUTH KIRKWOOD RD ST LOUIS MO 631227295 PC CHARITABLE 5000 LUTHERN MINISTRIES SEATTLE 7040 36TH AVE NE SEATTLE WA 981155998 PC CHARITABLE 4000 MAYBELLE CENTER FOR COMMUNITY 121 NW 6TH ST PORTLAND OR 97209 PC CHARITABLE 4000 MERCY HOME FOR BOYS AND GIRLS 1140 W JACKSON BLVD CHICAGO IL 60607 PC CHARITABLE 4000 MERCY CORP PO BOX 2669 PORTLAND OR 972082669 PC CHARITABLE 6000 MERCY SHIPS INTERNATIONAL PO BOX1930 GRAND VALLEY TX 757711930 PC CHARITABLE 4000 MISSIONARIES OF CHARITY 335 EAST 145TH ST BRONX NY 10451 PC CHARITABLE 4000 ST ANDRES BISSETTE CATHOLIC CHURCH 601 WEST BURNSIDE PORTLAND OR 97209 PC CHARITABLE 4000 SEATTLE GOODWILL 1765 6TH AVE S SEATTLE WA 98134 PC CHARITABLE 1000 SKAGIT VALLEY COLLEGE FOUNDATION 2405 E COLLEGE WAY MT VERNON WA 98273 PC CHARITABLE 6000 SOCIETY OF ST VINCENT DE PAUL 5950 4TH AVE S SEATTLE WA 98108 PC CHARITABLE 6000 UNICEF 125 MAIDEN LN FL11 NEW YORK NY 10038 PC CHARITABLE 4000 UNION GOSPEL MISSION PO BOX 202 SEATTLE WA 98111 PC CHARITABLE 4000 USA FOR UNHCR 1310 L ST NW WASHINGTON DC 20005 PC CHARITABLE 10000 WHITE CENTER FOOD ASSOCIATION 10829 8TH AVE SW SEATTLE WA 98146 PC CHARITABLE 5500 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 PC CHARITABLE 2000 ROTARY CLUB PO BOX 94 ANACOTES WA 98221 PC CHARITABLE 7271 348271 417 58082 58499 58499 4 SUPPORT CHARITABLE ORGANIZATIONS false false false false false false false false false false ISHARES RUSSELL MID CAP GROWTH ETF 78706 119412 ISHARES RUSSELL MID CAP VALUE ETF 200853 247543 ISHARES RUSSELL TOP 200 GROWTH ETF 342527 648317 ISHARES RUSSELL TOP 200 VALUE ETF 412458 569716 GOLDMAN SACHS INTERNATIONAL SMALL CAP 114469 137981 ISHARES CORE MSCI EAFE 473663 604481 ISHARES CORE MSCI EMERGING MARKETS 120627 157093 ISHARES JP MORGAN USD EMERGING 194738 198048 BAIRD CORE PLUS 95693 100354 DFA INFLATION PROTECTED 247529 238023 LORD ABBETT SHORT DURATION 169799 167412 VANGUARD TOTAL BOND MARKET ETF 97056 99180 ISHARES RUSSELL 2000 GROWTH ETF 94958 119191 ISHARES RUSSELL 2000 VALUE ETF 123338 134277 ISHARES SELECT US REIT ETF 93613 107824 ISHARES BROAD USD HIGH YIELD CORP BOND 243077 248041 ISHARES BROAD USD INVESTMENT GRADE CORPORATE 24563 25264 ISHARES MBS ETF 40423 41516 ISHARES US TREASURY BOND ETF 15063 15243 FIDELITY MONEY MARKET 428 428 BOEING CO 10199 29311 BRISTOL MYERS SQUIBB 10169 16182 COSTCO WHOLESALE CORP 6630 47429 GILEAD SCIENCES INC 4278 6137 TESLA INC 12792 25634 AGNC INVT CORP 56671 23745 ANNALY CAPITAL MANAGEMENT INC 4052 1722 acrrued interets firm define security (totalaccr) 826 826 BANK FEE 40 40 FIDELITY FROM 2024 ASSETS 127801 FOREIGN TAXES 1930 1930 US TREASURER 2024 1728