2024-10-30T19:52:07-05:00 2023-12-31 475623328 D WITTMERS CPA PLLC 3781 ROSEDALE STREET SUITE 101 GIG HARBOR WA 98335 990PF 2023-01-01 943027892 THE BAKER FOUNDATION BAKE 2533837055 110 S 9TH STREET SUITE 300 TACOMA WA 98402 ROBERT W BETHKE EXECUTIVE DIRECTOR 2533837055 2024-10-30 1 0 DEBORAH WITTMERS P00048218 2535146773 2024-10-30 X 2023 2024-10-15 13:58:12Z X 7914521 X X 15655 15655 300656 300656 -55812 465780 0 3079 1644 263578 317955 62690 12538 50152 55406 27703 27703 4011 1287 2724 6400 0 6400 58828 58828 0 19896 11238 8658 24792 12396 12396 16018 7270 8748 248041 131260 116781 265000 265000 513041 131260 381781 -249463 186695 1313217 338958 338958 0 963867 973911 5166371 4929927 6506516 88463 88354 88354 5001 6782 6782 6573052 6327888 7914521 74665 77127 74665 77127 X 0 0 0 0 6498387 6250761 6498387 6250761 6573052 6327888 6498387 -249463 1837 6250761 0 6250761 VANGUARD ENERGY INV P 13570 19185 -5615 -5615 VANGUARD ENERGY INV P 104594 170791 -66197 -66197 US BANK SHORT TERM P 20418 20911 -493 -493 US BANK LONG TERM P 318256 310705 7551 7551 GAIN ON LIQUIDATION OF MARATHON EUROPEAN P 8942 8942 8942 -55812 2595 0 2595 0 2595 4000 0 0 0 4000 X 0 1405 1405 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 0 N/A SYDNEY PARKER 2533837055 110 S 9TH STREET SUITE 300 TACOMA WA 98402 0 0 0 1 1 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT W BETHKE 110 S 9TH STREET SUITE 300 TACOMA WA 98402 EXECUTIVE DIR 30.00 0 0 0 MELISSA NELSON 110 S 9TH STREET SUITE 300 TACOMA WA 98402 DIRECTOR 0.12 0 0 0 JAY PRINCE 110 S 9TH STREET SUITE 300 TACOMA WA 98402 DIRECTOR 0.12 0 0 0 DEBRA PRINCE 110 S 9TH STREET SUITE 300 TACOMA WA 98402 DIRECTOR 0.12 0 0 0 NONE 0 NONE 0 0 7224379 458325 0 7682704 0 0 7682704 115241 7567463 378373 378373 2595 2595 375778 0 375778 0 375778 381781 0 381781 375778 386457 0 0 381781 381781 0 0 0 0 0 0 0 0 0 0 4676 375778 0 0 0 ROBERT W BETHKE MELISSA NELSON JAY PRINCE DEBRA PRINCE SYDNEY PARKER 1201 PACIFIC AVENUE SUITE 1475 TACOMA WA 98402 2533837055 ON AN APPLICATION FORM PROVIDED BY THE FOUNDATION. INCLUDE A) COPY OF 501(C)(3) LETTER, B) CURRENT FINANCIAL STATEMENT OR BUDGET, C) LIST OF BOARD MEMBERS, AND D) RESUME OF DIRECTOR. NO 501(C)(3) ORGANIZATIONS DEDICATED PRIMARILY TO THE YOUTH OF PIERCE COUNTY, WASHINGTON, SPECIFICALLY ADDRESSING THE AREAS OF EDUCATION, FINE ARTS AND HEALTH CARE. ARTS FIRST 5435 S BELL TACOMA WA 98418 NONE 501(C)(3) OUTREACH 2500 ARTSFUND 10 HARRISON ST STE 200 SEATTLE WA 98109 NONE 501(C)(3) PIERCE COUNTY CONTRIBUTION 500 BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 1501 PACIFIC AVE STE 301 TACOMA WA 98402 NONE 501(C)(3) DBM MEMORIAL GOLF TOURNAMENT/PROJECT LEARN 7500 CENTRUM FOUNDATION 223 BATTERY WA PORT TOWNSEND WA 98368 NONE 501(C)(3) WORKSHOPS IN THE ARTS 10000 CHILDREN'S THERAPY 10811 SE KENT-KANGLEY ROAD KENT WA 98030 NONE 501(C)(3) HEALTHCARE 5000 CROHN'S & COLITIS FOUNDATION 9 LAKE BELLEVUE DRIVE SUITE 203 BELLEVUE WA 98005 NONE 501(C)(3) EDUCATIONAL 7500 DIABETES ASSOCIATION OF PIERCE COUNTY 1516 S 11TH STREET TACOMA WA 98405 NONE 501(C)(3) EDUCATION 5000 FIRST TEE 7108 LAKEWOOD DR W TACOMA WA 98407 NONE 501(C)(3) EDUCATIONAL 5000 FOSS WATERWAY 705 DOCK STREET TACOMA WA 98402 NONE 501(C)(3) OUTREACH 20000 FRIENDS OF THE CHILDREN 7302 S PARK AVENUE TACOMA WA 98408 NONE 501(C)(3) OUTREACH 5000 GIG HARBOR HIGH SCHOOL PO BOX 2674 GIG HARBOR WA 98335 NONE 501(C)(3) SCHOLARSHIPS 8000 GIRL SCOUTS OF WESTERN WASHINGTON 5849 TACOMA MALL BLVD TACOMA WA 98409 NONE 501(C)(3) EDUCATION 5000 GREENTRIKE 936 BROADWAY TACOMA WA 98402 NONE 501(C)(3) PLAY TO LEARN 7500 HENRY FOSS HIGH SCHOOL 2112 S TYLER TACOMA WA 98405 NONE 501(C)(3) SCHOLARSHIPS 8000 HILLTOP ARTISTS IN RESIDENCE PO BOX 6829 TACOMA WA 98417 NONE 501(C)(3) ALTERNATIVE GLASS ARTS 5000 HUMANITIES WASHINGTON 130 NICKERSON ST SEATTLE WA 98109 NONE 501(C)(3) OUTREACH 5000 JOB CARR MUSEUM 2350 NORTH 30TH STREET TACOMA WA 98403 NONE 501(C)(3) SCHOOL OUTREACH 5000 JUNIOR ACHIEVEMENT 1610 PERIMETER RD AUBURN WA 98001 NONE 501(C)(3) EDUCATIONAL 5000 LINDQUIST DENTAL 130 131ST ST S TACOMA WA 98444 NONE 501(C)(3) OUTREACH 10000 MARY BRIDGE CHILDRENS HOSPITAL PO BOX 5296 TACOMA WA 98415 NONE 501(C)(3) TREE SPONSORSHIP BRIDGES 11500 MAUI STRONG 444 HANA HWY SUITE 201 KAHULUI HI 96732 NONE 501(C)(3) OUTREACH 20000 MOUNT TAHOMA HIGH SCHOOL 6229 SOUTH TYLER STREET TACOMA WA 98409 NONE 501(C)(3) SCHOLARSHIPS 8000 MUSEUM OF GLASS 18001 DOCK STREET TACOMA WA 98402 NONE 501(C)(3) OUTREACH 7500 NORTHWEST FURNITURE BANK 117 PUYALLUP AVENUE TACOMA WA 98421 NONE 501(C)(3) OUTREACH 10000 PACIFIC SCIENCE CENTER 200 SECOND AVE N SEATTLE WA 98109 NONE 501(C)(3) EDUCATIONAL 7500 PARTNERS FOR PARKS 1401 MARVIN RD NE LACEY WA 98516 NONE 501(C)(3) OUTREACH 25000 PENINSULA HIGH SCHOOL PO BOX 283 WAUNA WA 98395 NONE 501(C)(3) SCHOLARSHIPS 8000 REACH MINISTRIES 309 S G STREET SUITE 3 TACOMA WA 98405 NONE 501(C)(3) OUTREACH 5000 SILAS HIGH SCHOOL 1202 NORTH ORCHARD STREET TACOMA WA 98406 NONE 501(C)(3) SCHOLARSHIPS 8000 STADIUM HIGH SCHOOL 111 N E ST TACOMA WA 98403 NONE 501(C)(3) SCHOLARSHIPS 8000 SUNSHINE PHYSICALLY 342 WOODHAVEN CT GOLD BAR WA 98251 NONE 501(C)(3) EDUCATIONAL 2500 TACOMA ART MUSEUM 1701 PACIFIC AVE TACOMA WA 98402 NONE 501(C)(3) EDUCATIONAL 5000 TACOMA ARTS LIVE 901 BROADWAY SUITE 700 TACOMA WA 98402 NONE 501(C)(3) EDUCATIONAL 5000 TACOMA SYMPHONY ORCHESTRA 901 BROADWAY TACOMA WA 98402 NONE 501(C)(3) SIMPLY SYMPHONIC 7500 265000 0 14 15655 14 300656 523000 14 3079 18 -55812 0 263578 0 263578 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6400 0 6400 VANGUARD CAPITAL OPPORTUNITY 292653 563077 VANGUARD WINDSOR II 540817 812402 PIMCO HI YIELD FD 14773 17188 HARBOR CAP APP FUND 48182 123528 VANGUARD TOTAL INTL STK INDEX FD 68822 88972 SPDR S&P 500 ETF TR TR UNIT 92634 427779 T ROWE GROWTH STOCK FUND 60950 132257 DODGE & COX INCOME FUND 185922 174468 NUVEEN REAL ESTATE SECURITIES FUND 50130 41783 DODGE & COX INTL STOCK FUND 78506 150096 HARTFORD SCHRODER EMERGING MARKET EQUITY FUND 55993 67622 AMG RIVER ROAD 259762 230325 T ROWE PRICE EQUITY INCM 543675 726327 VANGUARD ENERGY FUND 135796 128750 ISHARES S&P GLBL ETF 199956 408075 PAYDEN EMERGING MARKETS BOND FUND 11687 8810 RIVERPARK LARGE GROWTH 193335 220215 PIMCO INCOME FUND INST 120225 106842 ISHARES TR CORE US 44083 39700 PRUDENTIAL TOTAL RETURN 291537 243933 BLACKROCK STRATEGIC INCOME OPPORTUNITES 60672 57672 UNDISCOVERED MANAGERS BEHAVIORAL 38973 51131 AQR STYLE PREMIA ALTERNATIVE 39921 30981 ALPHASIMPLEX MANAGED FUTURES 54565 46991 VANGUARD 500 INDEX FD 65181 109495 VANGUARD GROWTH & INCOME FD 148003 170418 PIMCO RAE FUNDAMENTAL US FD 106031 131374 VICTORY SYCAMORE ESTABLISHED VALUE FD 33549 42547 DOUBLELINE CORE FIXED 189282 160989 MFS INTERNATIONAL GROWTH 87009 95754 DELAWARE SMALL CAP 75407 85127 DODGE & COX INTL FUND 75257 95587 DFA LARGE CAP INTERNATIONAL 76539 80739 BLACKROCK EVENT DRIVEN EQUITY FUND 32988 34526 VANGUARD CORE BOND ADMIRAL 136589 122358 CREDIT SUISS FLOATING RATE 51376 49661 VANGUARD HIGH YIELD CORP 18922 17342 LAZARD EMERGING MARKETS 13113 17222 ISHARES TR RUSSELL 2000 3845 16057 VANGUARD HIGH DIVIDEND YIELD FDS 31329 44652 VANGUARD INDEX FD SM CAP 20784 35994 VANGUARD FTSE DEVELOPED MARKETS 42244 50295 VANGUARD FTSE EMERGING MARKETS INDEX 15709 14385 OWL ROCK CAPITAL 99719 107748 EMERALD GROWTH INST 53319 58772 ISHARES RUSSELL MIDCAP 22864 23319 AHL MANAGED FUTURES 47299 43231 963867 973911 0 0 MARATHON DISTRESSED CREDIT FUND LP AT COST 88354 88354 DIVIDEND/INTEREST INC RECEIVABLE 5001 6782 6782 TELEPHONE 3807 1904 1903 DUES/LICENSES 500 0 500 EQUIPMENT RENTAL 94 47 47 OFFICE EXPENSE 6917 3459 3458 MISCELLANEOUS EXPENSE 2259 1130 1129 LIABILITY INSURANCE 977 0 977 BANK CHARGES 4 0 4 UTILITIES 1002 501 501 POSTAGE AND DELIVERY 458 229 229 NONDIVIDEND DISTRIBUTION 1435 0 1435 MARATHON DISTRESSED CREDIT FUND LP 2280 2280 2280 MARATHON DISTRESSED CREDIT FUND LP 22 22 22 MARATHON EUROPEAN CREDIT OPPORTUNITY FUND II, LP -636 -636 -636 MARATHON EUROPEAN CREDIT OPPORTUNITY FUND II, LP -22 -22 -22 TAXABLE/BOOK INCOME DIFFERENCE 1837 PAYROLL TAXES PAYABLE 66110 71496 ACCOUNT PAYABLE 8555 5631 INVESTMENT FEES 58828 58828 0 0 0 0 FOREIGN TAX ON INVESTMENTS 1425 1425 0 PAYROLL TAXES 17316 8658 8658 NET INVESTMENT TAX 1155 1155 0