2025-06-13T12:53:11-05:00 2024-06-30 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA ST 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2023-07-01 946065150 THE DEAN WITTER FOUNDATION C/O KRAMER BLUM AND ASSOCIATES DEAN 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 DEAN WITTER III PRESIDENT 4159812966 2025-01-30 1 1 KATHLEEN BURRY P00394887 4159550355 2025-01-30 2023 2025-03-06 01:10:19Z X 9175700 X X 67068 67068 104710 104710 193679 2115252 193679 365457 365457 0 0 0 26665 13332 13333 65092 50759 14333 86 86 0 4049 0 4049 8469 0 8469 104361 64177 40184 300500 300500 404861 64177 340684 -39404 301280 296405 171963 171963 1702461 1408716 3100081 2011432 2553941 2519813 3169057 3047597 3320013 98237 55971 63830 7277592 7238188 9175700 0 0 X 9515985 9515985 0 0 -2238393 -2277797 7277592 7238188 7277592 7238188 7277592 -39404 0 7238188 0 7238188 CAPITAL GAIN DIVIDENDS-PEARL P 2023-12-31 2023-12-31 9369 9369 9369 SCHWAB-CIBC-PUBLICLY TRADED P 2023-06-30 2024-06-30 1959381 1771585 187796 187796 SCHWAB-PEARL-PUBLICLY TRADED P 2022-02-07 2024-05-08 82105 82288 -183 -183 SCHWAB-WASMER-PUBLICLY TRADED P 2022-03-07 2024-04-10 64397 67700 -3303 -3303 193679 4188 0 4188 0 4188 7161 0 0 0 7161 X 0 2973 2973 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.DEANWITTERFOUNDATION.ORG KRAMER BLUM ASSOCIATES INC 4159812966 PO BOX 6106 SAN RAFAEL CA 94903 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEAN WITTER III PO BOX 6106 SAN RAFAEL CA 94903 CFO & DIRECTOR 0.00 0 0 0 ALLISON WITTER FREY PO BOX 6106 SAN RAFAEL CA 94903 DIRECTOR 0.00 0 0 0 BROOKS WITTER PO BOX 6106 SAN RAFAEL CA 94903 PRESIDENT & DIRECTOR 0.00 0 0 0 MALCOLM G WITTER PO BOX 6106 SAN RAFAEL CA 94903 SECRETARY & DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8479260 261185 0 8740445 0 0 8740445 131107 8609338 430467 430467 4188 4188 426279 0 426279 0 426279 340684 0 340684 426279 0 0 0 340684 0 0 0 340684 0 0 0 0 0 0 0 0 85595 0 0 0 KENNETH J BLUM CO KRAMER BLUM ASSOC PO BOX 6106 SAN RAFAEL CA 94903 4159812966 SEE EXHIBIT 1 NO SEE EXHIBIT 1 BELLEVUE SCHOOLS FOUNDATION PO BOX 40644 BELLEVUE WA 98015 PC FOR THE MENTAL HEALTH EXPANSION PROGRAM 30000 CAL WOOD PO BOX 347 JAMESTOWN CO 80455 PC FOR THE LATINO FAMILY CAMP 20000 EAT HAPPY NOW 4032 92ND AVE NE YARROW POINT WA 98004 PC FOR THE FOOD INSECURITY PROGRAM 25000 FRIENDS OF KEXP 472 1ST AVE NORTH SEATTLE WA 98109 PC FOR THE YOUTH EDUCATION PROGRAMS 20000 HIVE (GRANT PAYABLE TO FISCAL AGENT OPEN COLLECTIVE FOUNDATION) PO BOX 1624 BOULDER CO 80306 PC TO PROTOTYPE AN ONLINE MAP OF THE BOULDER COUNTY CLIMATE JUSTICE LANDSCAPE 10000 NATUREBRIDGE 28 GEARY STREET SUITE 650 SAN FRANCISCO CA 94108 PC FOR SCHOLARSHIPS FOR STUDENTS AT NATUREBRIDGE'S WEST COAST CAMPUSES (MATCHING) 30000 IN HARMONY FARM PO BOX 116 EARLHAM IA 50072 PC FOR THE EDUCATION HUB 25000 PATHFINDER RANCH 35510 PATHFINDER ROAD MOUNTAIN CENTER CA 92561 PC FOR THE FAMILY OUTDOOR EDUCATION ENVIRONMENTAL LEARNING PROGRAM 5500 PACIFIC SCIENCE CENTER 200 SECOND AVE N SEATTLE WA 98109 PC FOR THE DISCOVERY CORPS PROGRAM 25000 SAN JUAN PRESERVATION TRUST PO BOX 759 FRIDAY HARBOR WA 98250 PC FOR LEARNING LANDSCAPES PROGRAM 25000 SEALIFE RESPONSE REHABILITATION & RESEARCH 2003 S 216ST STREET 98811 DES MOINES WA 98198 PC TO RESCUE AND PROTECT MARINE MAMMALS IN THE PACIFIC NORTHWEST 30000 THE THACHER SCHOOL 5025 THACHER ROAD OJAI CA 93023 PC TO ENCHANCE THE SCHOOLS WATER MANAGEMENT PROGRAM (MATCHING) 30000 WILDLANDS CONSERVANCY 39611 OAK GLEN ROAD BUILDING 2 OAK GLEN CA 92399 PC FOR THE NATURE'S NINOS PROGRAM 25000 300500 HIVE (GRANT PAYABLE TO FISCAL AGENT OPEN COLLECTIVE FOUNDATION) PO BOX 1624 BOULDER CO 80306 PC TO PROTOTYPE AN ONLINE MAP OF THE BOULDER COUNTY CLIMATE JUSTICE LANDSCAPE (MATCHING) 15000 15000 14 67068 14 104710 18 193679 0 365457 0 365457 0 0 0 0 0 0 0 0 0 0 CALEGARI & MORRIS 26665 13332 13333 SEC 53.4942(A)-3(D)(2) ELECTIONORGANIZATION HEREBY ELECTS UNDER IRC REG. SECTION 53.4942(A)-3(D)(2) TO TREAT $293,931 OF THE QUALIFYING DISTRIBUTIONS FOR 2008 AS HAVING BEEN DISTRIBUTED OUT OF CORPUS.______________________________________SIGNATURE OF OFFICER OR TRUSTEE______________________________________DATE SCHWAB-FIXED INCOME-SEE EXHIBIT 2 2553941 2519813 SCHWAB-SEE EXHIBIT 2 1408716 3100081 SCHWAB-MUTUAL FUNDS-SEE EXHIBIT 2 AT COST 3047597 3320013 SCHWAB-OTHER ASSETS - SEE EXHIBIT 2 98237 55971 63830 ATTORNEY GENERAL 75 0 75 MISCELLANEOUS CHARGES 1740 0 1740 INSURANCE 5934 0 5934 WEBSITE/VIDEO DEVELOPMENT 720 0 720 KRAMER, BLUM & ASSOC. 14333 0 14333 SCHWAB-INVESTMENT FEES 50759 50759 0 FOREIGN TAX PAID/ADR FEES 86 86 0