2026-08-19T14:53:38-05:00 2026-05-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2026-01-01 271374636 MIZE FAMILY FOUNDATION MIZE 2066011039 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 ANNE MIZE MEMBER 2066011039 2026-06-09 1 ERIN S MORGAN P00710515 8164721122 2025 2025-03-06 01:10:19Z X X 0 X X 4239 4239 206836 1303228 211233 211075 215472 0 0 0 0 0 3613 3613 0 0 3613 3613 0 0 714000 714000 717613 3613 0 714000 -506538 211859 0 116728 496297 0 0 120360 0 0 11603 0 0 744988 0 0 0 0 X 0 0 0 0 744988 0 744988 0 744988 0 744988 -506538 0 238450 238450 0 US TREASU UST NOTE P 2026-03-12 102001 101516 485 485 ALPHABET INC P 2026-03-12 23132 3574 19558 19558 AMALGAMATED FINL CORP P 2026-03-12 14982 7043 7939 7939 AMAZON.COM INC P 2026-03-12 21304 4898 16406 16406 APPLE INC D 2026-03-12 6499 88 6411 6411 CCM COMMUNITY IMPACT BON D P 2026-03-12 40947 45502 -4555 -4555 CHURCH & DWIGHT INC P 2026-03-12 7438 2396 5042 5042 COSTCO WHSL CORP NEW P 2026-03-12 19809 2584 17225 17225 DIGITAL RLTY TR INC REIT P 2026-03-12 13671 4917 8754 8754 EBAY INC P 2026-03-12 1829 496 1333 1333 ECOLAB INC P 2026-03-12 8320 3928 4392 4392 EMERSON ELEC CO P 2026-03-12 5535 2392 3143 3143 FIRST SOLAR INC P 2026-03-12 13983 2350 11633 11633 GILEAD SCIENCES INC P 2026-03-12 7324 3604 3720 3720 GRAINGER W W INC P 2026-03-12 22147 10014 12133 12133 HOLOGIC INC P 2026-03-12 3771 2469 1302 1302 HONDA MTR LTD P 2026-03-12 3709 3782 -73 -73 ILLINOIS TOOL WKS INC P 2026-03-12 18395 9330 9065 9065 INTEL CORP P 2026-03-12 9621 10434 -813 -813 INTUIT P 2026-03-12 10984 10465 519 519 INUTITIVE SURGICAL INC P 2026-03-12 14724 9782 4942 4942 MARRIOTT INTERN P 2026-03-12 10031 10079 -48 -48 MARSH & MCLENNAN COS INC P 2026-03-12 16551 7394 9157 9157 MASTERCARD INC CLASS A P 2026-03-12 17666 15572 2094 2094 MEDTRONIC PLC P 2026-03-12 4003 3354 649 649 MICROSOFT CORP P 2026-03-12 20189 1734 18455 18455 MICROSOFT CORP P 2026-03-12 10016 10547 -531 -531 NETFLIX INC P 2026-03-12 18997 3489 15508 15508 ORACLE CORP P 2026-03-12 12143 2690 9453 9453 SPDR GOLD SHARES ETF P 2026-03-12 38022 13594 24428 24428 STARBUCKS CORP P 2026-03-12 10091 5285 4806 4806 SYSCO CORP P 2026-03-12 8853 4966 3887 3887 THERMO FISHER SCIENTIFIC P 2026-03-12 9895 5117 4778 4778 VANGUARD INFLATION-PROTECTED P 2026-03-12 61453 71571 -10118 -10118 VEEVA SYS INC CLASS A P 2026-03-12 13129 13792 -663 -663 VESTAS WIND SYS A/S P 2026-03-12 3064 2247 817 817 SCHWAB TREASURY OBLIG MO NEY INV P 2026-03-12 679000 679000 0 0 211233 485 2945 0 2945 0 2945 0 0 0 0 0 7 2952 0 0 0 0 0 0 0 0 0 0 0 1 1 1 WA 1 0 0 0 1 1 N/A ANNE B MIZE 2066011039 2212 QUEEN AVE NORTH PMB 928 SEATTLE WA 98109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE B MIZE 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 PRESIDENT 1.00 0 0 0 KATRIN WILDE 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 MESKEREM MIZE 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 GRETA ZUKAUSKAITE 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 ZENEBECH MESFIN 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 NANA SAKYIWA BROWN-WOOD 2212 QUEEN ANNE AVE NORTH PMB 928 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 314878 73382 0 388260 0 0 388260 5824 382436 7911 7911 2945 2945 4966 0 4966 0 4966 714000 0 714000 4966 0 0 260940 244182 257987 214065 190440 1167614 714000 0 0 0 4966 709034 0 0 1876648 0 0 0 0 0 0 260940 1615708 244182 257987 214065 190440 709034 ANNE B MIZE X JEFFERSON COMMUNITY FOUNDATION 2409 JEFFERSON ST SUITE A PORT TOWNSEND WA 98368 NONE PC TRANSFER OF ASSETS - FOUNDATION DISSOLVED IN 2026 714000 714000 0 14 4239 18 206836 0 211075 0 211075 1 THIS 501(C)(3) ORGANIZATION SUPPORTS VARIOUS CHARITABLE ENTITIES BY MAKING GRANTS TO OTHER 501(C)(3) ENTITIES. THE INCOME LISTED IN COLUMN (C) IS USED TO MAKE GRANTS TO OTHER 501(C)(3) ENTITIES IN SUPPORT OF THEIR ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 JEFFERSON COMMUNITY FOUNDATION 2409 JEFFERSON ST SUITE A PORT TOWNSEND WA 98368 CASH WITH FAIR MARKET VALUE OF $714,000REMAINING CASH WITH FAIR MARKET VALUE OF APPROXIMATELY $25,288 714000 THE MIZE FAMILY FOUNDATION HAS TERMINATED ITS PRIVATE FOUNDATION STATUS AS OF 3/30/2026. ALL ASSETS HAVE BEEN TRANSFERRED TO A DONOR ADVISED FUND AT THE JEFFERSON COMMUNITY FOUNDATION TO HELP FACILITATE FUTURE CHARITABLE CONTRIBUTIONS. BOOK/TAX DIFFERENCES 238450 SCHWAB INVESTMENT MANAGEMENT FEES 3613 3613 0 0