2024-08-08T18:20:15-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1000 SECOND AVE SUITE 3400 SEATTLE WA 981041022 990PF 2023-01-01 237301744 WHITAKER FOUNDATION WHIT 4253957583 PO BOX 996 SNOQUALMIE WA 98065 WILLIAM WHITAKER PRESIDENT 4253957583 2024-06-26 1 1 SHERRY J PERRAULT P00242710 2066211900 2024-06-24 2023 2024-08-08 14:25:15Z X 2585113 X 0 X 77 77 59133 59133 36336 54149 36336 95546 95546 0 0 0 7600 1520 6080 2000 0 2000 3334 1334 0 10273 0 10273 6717 0 6717 29924 2854 25070 55050 55050 84974 2854 80120 10572 92692 38117 56830 56830 291999 291999 600616 730158 739829 706723 527652 509840 1220944 1587926 1598498 2585113 0 0 X 0 0 0 0 1587926 1598498 1587926 1598498 1587926 1598498 1587926 10572 0 1598498 0 1598498 LONG TERM STOCK SALES 2003-01-01 2023-12-31 54149 17813 36336 36336 36336 1288 0 1288 0 1288 1995 0 1000 0 2995 0 1707 1707 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A WILLIAM WHITAKER 4253927583 PO BOX 996 SNOQUALMIE WA 98065 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM WHITAKER PO BOX 996 SNOQUALMIE WA 98065 PRES./VICE PRES. 4.00 0 0 0 CHERYL MATHENY PO BOX 996 SNOQUALMIE WA 98065 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 2402829 32436 0 2435265 0 0 2435265 36529 2398736 119937 119937 1288 1288 118649 0 118649 0 118649 80120 0 80120 118649 0 0 13355 28457 51544 27313 42922 163591 80120 0 0 0 80120 0 38529 38529 125062 0 0 0 0 0 0 0 125062 3283 51544 27313 42922 WILLIAM WHITAKER PO BOX 996 SNOQUALMIE WA 98065 4253927583 APPLICATION MUST BE SUBMITTED IN WRITING AND MUST INCLUDE A DESCRIPTION OF THE PROGRAM FOR WHICH AN AWARD IS REQUESTED. NONE GIFTS ARE MADE TO ORGANIZATONS EXEMPT FROM TAX UNDER IRC SEC. 501(C)3; ALSO TO STATE AND LOCAL INSTITUTIONS DESCRIBED IN IRC SEC. 170(C)1. ALZHEIMERS ASSOC OF WA 100 W HARRISON N TOWER SEATTLE WA 98119 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 AMERICAN CANCER SOCIETY PO BOX 19170 SEATTLE WA 981091170 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 AMERICAN LEPROSY MISSION 1 ALM WAY GREENVILLE SC 296013060 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 AMERICANS UNITED FOR LIFE 655 15TH ST NW STE 410 WASHINGTON DC 20005 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 AMERICARES 88 HAMILTON AVE STAMFORD CT 069023100 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 ANNUAL CATHOLIC APPEAL 197 BROADWAY NORWICH NORWICH CT 06360 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 5000 ARTHRITIS FOUNDATION 115 NE 100TH ST STE 350 SEATTLE WA 981258013 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 AVE MARIA UNIVERSITY INC 5050 AVE MARIA BLVD AVE MARIA FL 341429505 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 BILL OF RIGHTS INSTITUTE 200 N GLEBE RD STE 1050 ARLINGTON VA 222033754 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 BURN(ED) CHILDREN RECOVERY FOUNDATION PO BOX 3231 EVERETT WA 98204 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 CARMELITE INSTITUTE OF SPIRITUALITY PO BOX 1386 STANWOOD WA 982921386 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 CATHOLIC BISHOP OF N ALASKA 1312 PEGER RD FAIRBANKS AK 997095168 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 CATHOLIC LEAGUE 450 7TH AVE FLR 34 NEW YORK NY 101170001 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 CATHOLIC RELIEF SERVICES 228 W LEXINGTON SVCS BALTIMORE MD 21201 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 2000 COURT ADVOCATES FOR CHILDREN KITTITAS COUNTY 421 PEARL 208 ELLENSBURG WA 98926 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 COVENANT HOUSE - TIMES SQUARE STATION PO BOX 731 NEW YORK NY 101080900 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 EASTSIDE CATHOLIC FOUNDATION 232 228TH AVE SE SAMMAMISH WA 980747207 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 EASTSIDE FRIENDS OF SENIORS 1121 228TH AVE SE SAMMAMISH WA 98075 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 ENCOMPASS 1407 BOALCH AVE NW NORTH BEND WA 980457994 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 EVERGREEN FREEDOM FOUNDATION - BOB WILLIAMS PO BOX 552 OLYMPIA WA 98507 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 FRED HUTCHINSEN CANCER INST 1100 FAIRVIEW AVE N LY120 SEATTLE WA 981094433 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 FRIEND TO FRIEND PO BOX 98766 SEATTLE WA 981980766 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 FRIENDS OF CARPENTER MEMORIAL LIBRARY 302 PENN AVE CLE ELUM WA 98922 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 FRIENDS OF THE ORPHANS 1800 112TH AVE NE STE 308-E BELLEVUE WA 980042938 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 FRIENDS OF YOUTH PO BOX 1553 SNOQUALMIE WA 98065 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 GRETCHEN WELLER FUND PO BOX 1762 ELLENSBURG WA 989261931 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 HAITI ART - HEALING ART MISSIONS PO BOX 645 494 N GRANGER ST GRANVILLE OH 43023 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 HERITAGE FOUNDATION PO BOX 97057 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 492421298 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 HOPE HEART INSTITUTE 1380 112TH AVE NE STE 200 BELLEVUE WA 98004 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 KITTITAS CO SEARCH & RESCUE - SERGEANT FRED SLYFIELD 205 W 5TH ST ELLENSBURG WA 98926 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 KITTITAS FIRE DISTRICT 7 123 E 1ST ST CLE ELUM WA 989221101 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 LEADERSHIP INSTITUTE - STEVEN PJ WOOD BLDG 1101 NORTH HIGHLAND ST ARLINGTON VA 22201 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 LIFE ENRICHMENT OPTIONS PO BOX 117 ISSAQUAH WA 980270006 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 LIFEWIRE PO BOX 6398 BELLEVUE WA 980080398 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 MARINE TOYS FOR TOTS 8435 208TH KENT WA 98031 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 MARYKNOLL FATHERS & BROTHERS PO BOX 302 MARYKNOLL NY 105450302 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 MEADOWBROOK FARM PRESERVATION ASSOCIATION PO BOX 1462 SNOQUALMIE WA 98065 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 2000 MILLIONAIRE CLUBUPLIFT NORTHWEST 2515 WESTERN AVE SEATTLE WA 981211387 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 MISSIONARIES OF CHARITY 335 E 145TH ST BRONX NY 104515899 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 MT SI SENIOR CENTER PO BOX 806 NORTH BEND WA 980450806 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 200 NAT'L MULTIPLE SCLEROSIS SOCIETY 192 NICKERSON ST STE 100 SEATTLE WA 981091632 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 NORTHWEST KIDNEY CENTER PO BOX 3035 SEATTLE WA 981143035 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 OUR LADY SORROWS 39025 SE ALPHA ST SNOQUALMIE WA 980650909 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 20000 PARALYZED VETERANS OF AMERICA 801 18TH ST NW WASHINGTON DC 200772890 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 PROJECT RACHEL 100 23RD AVE S SEATTLE WA 981442302 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 PROVIDENCE MARIANWOOD FOUNDATION 3725 PROVIDENCE POINT DR SE ISSAQUAH WA 980297219 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 REAGAN PRESIDENTIAL FOUNDATION 40 PRESIDENTIAL DR STE 200 SIMI VALLEY CA 930650600 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 SACRED HEART SHELTER 232 WARREN AVE N SEATTLE WA 981094815 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 2000 SALESIAN MISSIONS 2 LEFEVRE LANE PO BOX 30 NEW ROCHELLE NY 10802 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 200 SISTERS OF ST JOSEPH OF PEACE 1663 KILLARNEY WAY PO WAY 248 BELLEVUE WA 980090248 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 SNOQUALMIE VALLEY HISTORICAL SOCIETY PO BOX 179 NORTH BEND WA 980450179 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 SOUTHEASTERN LEGAL FOUNDATION 2255 SEWELL MILL ROAD STE 320 MARIETTA GA 30062 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 SPECIAL OLYMPICS 1809 7TH AVE STE 1509 SEATTLE WA 98101 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 1000 ST ANTHONY'S OF PADUA 31911 EAST BLANCHE PO BOX 175 CARNATION WA 98014 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 1000 ST JAMES CATHEDRAL ESL 804 9TH AVE SEATTLE WA 981041296 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 ST JOSEPH SCHOOL PO BOX 200 ISSAQUAH WA 980270009 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 ST JUDE HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 381059959 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 ST LABRE INDIAN SCHOOL - MAJOR & PLANNED GIVING DEPT PO BOX 797 ASHLAND MT 59003 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 ST MARTIN DE PORRES SHELTER 1561 ALASKAN WAY S SEATTLE WA 981341102 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 ST MARTINS DEVELOPMENT OFFICE 5300 PACIFIC AVE SE LACEY WA 985037500 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 ST VINCENT DE PAUL SOCIETY PO BOX 909 SNOQUALMIE WA 98065 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 2000 STUDENTS FOR LIFE OF AMERICA 1000 WINCHESTER ST SUITE 301 FREDERICKSBURG VA 22401 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 US OLYMPIC COMMITTEE 28 SOUTH TEJON COLORADO SPRINGS CO 80909 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 100 USO WORLD HEADQUARTERS PO BOX 96860 WASHINGTON DC 200770001 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 VISITATION SCHOOL DEVELOPMENT 2455 VISITATION DR MENDOTA HEIGHTS MN 551201677 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 300 WASHINGTON POLICY CENTER PO BOX 3643 SEATTLE WA 981243643 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 250 WORLD WAR II MEMORIAL FUND PO BOX 96766 WASHINGTON DC 200906766 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 200 KITTITAS COUNTY SHOP WITH A COP & FIREFIGHTER 100 N PEARL ST ELLENSBURG WA 989261925 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 40 DAYS FOR LIFE 4112 EAST 29TH STREET BRYAN TX 77802 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 500 CATHOLIC COMMUNITY SERVICES 700 108TH AVE NE STE 211 BELLEVUE WA 980045134 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 1000 OUR LADY SORROWS - SLE CONVENT 39025 SE ALPHA ST SNOQUALMIE WA 980650909 NONE PC TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION 2000 55050 0 14 77 14 59133 18 36336 0 95546 0 95546 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7600 1520 6080 VANGUARD SHORT TERM BOND 400803 387704 VANGUARD TOTAL BOND MARKET 339026 319019 SCHWAB S&P 500 INDEX FD 45307 181180 SCHWAB 1000 INDEX FUND 22184 179267 VANGUARD TOTAL INTL STOCK MKT INDX FUND 224508 240169 ISHARES CORE S&P 500 - IVV AT COST 9034 21493 ISHARES TR MSCI EAFE VALUE - EFA AT COST 105824 148816 ISHARES MSCI VAL IDX FD - EFV AT COST 71921 72940 ISHARES MSCI VAL IDX FD - EFV AT COST 30771 31260 ISHARES MSCI EMRG MKT - EEM AT COST 36757 60315 ISHARES S & P MIDCAP 400 - IJJ AT COST 81209 290232 ISHARES S & P 500 VALUE - IVE AT COST 118034 382558 VANGUARD SMALL CAP - VB AT COST 56290 213330 INSURANCE 1539 0 1539 POSTAGE 359 0 359 BOOKKEEPING EXPENSE 2400 0 2400 OFFICE COMPUTER 1136 0 1136 OFFICE SUPPLIES 1263 0 1263 ANNUAL FILING FEES 20 0 20 OTHER PROFESSIONAL FEES 2000 0 2000 EXCISE TAXES 2000 0 0 FOREIGN TAXES 1334 1334 0