2025-07-18T15:57:34-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 402 E YAKIMA AVENUE SUITE 110 YAKIMA WA 98901 990PF 2024-01-01 853627457 BACON LEGACY FOUNDATION BACO 5099527581 301 N 22ND AVE YAKIMA WA 98902 BRUCE D BACON PRESIDENT 5099527581 2025-07-18 1 1 CANADA BASMEH P01787482 5092487750 2025-06-23 2024 2025-03-06 01:10:19Z X 3765178 X 850398 78434 78434 194894 738801 194894 1123726 273328 0 0 0 100 0 100 5915 2958 2957 22202 22202 0 2377 2377 0 30594 27537 3057 91191 91191 121785 27537 94248 1001941 245791 23406 235666 235666 2109230 2704710 2704710 620731 824802 824802 11535 0 0 2764902 3765178 3765178 0 0 X 0 0 0 0 2764902 3765178 2764902 3765178 2764902 3765178 2764902 1001941 0 3766843 1665 3765178 PUBLICLY TRADED SECURITIES 738801 543907 194894 194894 194894 3416 0 3416 0 3416 4525 0 10000 0 14525 0 11109 6109 5000 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A BRUCE D BACON 5099527581 301 N 22ND AVE YAKIMA WA 98902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE D BACON 301 N 22ND AVE YAKIMA WA 98902 PRESIDENT 1.00 0 0 0 MATT CAUDILL 3731 PARKSHIRE DRIVE PEARLAND TX 77584 VICE PRESIDENT 1.00 0 0 0 ROSANNE E BACON 301 N 22ND AVE YAKIMA WA 98902 SECRETARY/TREASURER 1.00 0 0 0 JENNIFER J SUDBURY 907 CARRIAGE HILL DR YAKIMA WA 98908 DIRECTOR 1.00 0 0 0 THOMAS D BACON 301 N 22ND AVE YAKIMA WA 98902 DIRECTOR 1.00 0 0 0 WILLIAM F BACON 7800 WHATCOM AVE YAKIMA WA 98903 DIRECTOR 1.00 0 0 0 LAURA S CAUDILL 3731 PARKSHIRE DRIVE PEARLAND TX 77584 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2978211 51336 0 3029547 0 0 3029547 45443 2984104 149205 149205 3416 3416 145789 0 145789 0 145789 94248 0 94248 145789 91191 0 0 94248 91191 0 0 3057 0 0 0 0 0 0 0 0 142732 0 0 0 BRUCE D BACON ROSANNE E BACON X CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON 100 23RD AVE SEATTLE WA 98144 PC TO SUPPORT GENERAL PROGRAMS 2500 CENTRAL WASHINGTON MOUNTAIN RESCUE PO BOX 2663 YAKIMA WA 98907 PC TO SUPPORT GENERAL PROGRAMS 500 CONSTRUCTION FOR CHANGE PO BOX 15110 SEATTLE WA 98115 PC TO SUPPORT GENERAL PROGRAMS 5000 CORD MINISTRIES INTERNATIONAL PO BOX 620760 LITTLETON CO 80162 PC TO SUPPORT GENERAL PROGRAMS 2500 COWICHE CANYON CONSERVANCY PO BOX 877 YAKIMA WA 98907 PC TO SUPPORT GENERAL PROGRAMS 2000 FORGOTTEN ANGELS INC 3305 INDUSTRIAL DR PEARLAND TX 77581 PC TO SUPPORT GENERAL PROGRAMS 500 FRESH SPIRIT WELLNESS FOR WOMEN 5718 WESTHEIMER RD 10TH FL HOUSTON TX 77057 PC TO SUPPORT GENERAL PROGRAMS 500 GENERATING HOPE PO BOX 1562 YAKIMA WA 98907 PC TO SUPPORT GENERAL PROGRAMS 1191 GRACE OF CHRIST YAKIMA FOUNDATION 9 S 8TH AVE YAKIMA WA 98902 PC TO SUPPORT GENERAL PROGRAMS 5000 MOUNT HOPE BAPTIST CHURCH 615 SOUTH 3RD ST YAKIMA WA 98901 PC TO SUPPORT GENERAL PROGRAMS 2500 PAWS FOR REFLECTION RANCH 5431 MONTGOMERY RD MIDLOTHIAN TX 76065 PC TO SUPPORT GENERAL PROGRAMS 1000 PROJECT MERCY 7011 ARDMORE AVE FORT WAYNE IN 46809 PC TO SUPPORT GENERAL PROGRAMS 50000 RAVE FOUNDATION 1901 OAKESDALE AVE SW RENTON WA 98057 PC TO SUPPORT GENERAL PROGRAMS 1000 ROD'S HOUSE 32 N 3RD ST SUITE 235 YAKIMA WA 98901 PC TO SUPPORT GENERAL PROGRAMS 5000 SACRED ROAD MINISTRIES PO BOX 400 HARRAH WA 98933 PC TO SUPPORT GENERAL PROGRAMS 5000 THE SALVATION ARMY PO BOX 9219 SEATTLE WA 98109 PC TO SUPPORT GENERAL PROGRAMS 1000 YAKIMA YWCA 818 W YAKIMA AVENUE YAKIMA WA 98902 PC TO SUPPORT GENERAL PROGRAMS 5000 YAKIMA VALLEY - YOUNG LIFE 725 W YAKIMA AVE YAKIMA WA 98902 PC TO SUPPORT GENERAL PROGRAMS 1000 91191 0 14 78434 18 194894 0 273328 0 273328 0 0 0 0 0 0 0 0 0 0 X X 1 BRUCE D AND ROSANNE E BACON 301 N 22ND AVE YAKIMA WA 98902 650004 X X 2 GLACIER SALES INC 316 N 3RD ST YAKIMA WA 98901 200000 X 1 PUBLICLY TRADED SECURITIES 540398 2024-09-12 ACCOUNTANT FEES 5915 2958 2957 DODGE & COX INCOME FUND 369055 369055 FEDERATED HERMES TOTAL RETURN BOND 372854 372854 VANGRUARD INTERMEDIATE TREASURY A (VFIUX) 82893 82893 COHEN & STEERS GLOBAL REALTY CL I 251680 251680 VANGUARD INTL GROWTH FUND ADMIRAL 96468 96468 JPMORGAN EMERGING MKTS 175280 175280 DFA US LARGE CAP VALUE PRTF INSTL 187452 187452 DFA US CORE EQUITY II INSTL SHS 1151016 1151016 DFA INTERNATIONAL CORE EQUITY 491464 491464 DFA EMERGING MARKETS CORE EQUITY PORTFOLIO 218590 218590 MORGAN STANLEY GROWTH I 132760 132760 ATTORNEY FEES 100 0 100 UNREALIZED GAIN/LOSS ON INVESTMENTS 1665 INVESTMENT FEES 22202 22202 0 FOREIGN TAXES 2377 2377 0