2026-04-08T13:17:14-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990PF 2025-01-01 943210510 THE WELTY FOUNDATION INC WELT 5097470145 111 E 17TH AVE SPOKANE WA 99203 CHRISTINE SCHNUG SECRETARY/TREASURER 5097470145 2026-04-06 1 EMINA O CRESSWELL P01217304 5097472600 2026-04-06 2025 2025-03-06 01:10:19Z X 1130222 X X 26995 26995 33563 254298 33563 31 31 60589 60589 0 0 0 1319 0 1319 4500 1125 3375 9756 9756 0 15575 10881 4694 54300 54300 69875 10881 58994 -9286 49708 102 102 72700 34307 34307 0 85318 86404 275756 266508 589933 481627 421895 419476 830083 808130 1130222 0 0 X 100 100 985 985 828998 807545 830083 808130 830083 808130 830083 -9286 0 820797 12667 808130 PUBLICLY TRADED SECURITIES 254298 220735 33563 33563 33563 691 0 691 0 691 1865 0 0 0 1865 0 1174 1174 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A CHRISTINE SCHNUG 5097470145 111 E 17TH AVE SPOKANE WA 99203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BERDINE S BENDER MD 111 E 17TH AVE SPOKANE WA 99203 DIRECTOR/PRESIDENT 1.00 0 0 0 ROBERT D WIGERT MD 111 E 17TH AVE SPOKANE WA 99203 DIRECTOR/VP 1.00 0 0 0 CHRISTINE S SCHNUG 111 E 17TH AVE SPOKANE WA 99203 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1044164 55417 0 1099581 0 0 1099581 16494 1083087 54154 54154 691 691 53463 0 53463 0 53463 58994 0 58994 53463 0 0 4890 5800 10778 4835 5555 31858 58994 0 0 0 53463 5531 0 0 37389 0 0 0 0 0 0 4890 32499 5800 10778 4835 5555 5531 CHRISTINE SCHNUG 111 E 17TH AVE SPOKANE WA 99203 5097470145 NONE WITHIN THE CALENDAR YEAR QUALIFYING LITERARY AND ARTS ORGANIZATIONS BOYS AND GIRLS CLUB OF SPOKANE COUNTY 544 E PROVIDENCE SPOKANE WA 99207 PC PROVIDE RESOURCES FOR FOSTERING EDUCATION 2500 EASTERN WASHINGTON UNIVERSITY 102 HARGREAVES HALL CHENEY WA 99004 GOV PROVIDE RESOURCES FOR FOSTERING EDUCATION 5000 SPOKANE AREA YOUTH CHOIRS 411 S WASHINGTON ST SPOKANE WA 99204 PC PROVIDE RESOURCES FOR FOSTERING MUSIC 5000 SPOKANE PUBLIC SCHOOLS 200 N BERNARD ST SPOKANE WA 99201 GOV PROVIDE RESOURCES FOR FOSTERING EDUCATION 18000 SPOKANE SYMPHONY SOCIETY 818 W RIVERSIDE AVE SPOKANE WA 99201 PC PROVIDE RESOURCES FOR FOSTERING MUSIC 5800 SPOKANE YOUTH SYMPHONY PO BOX 9547 SPOKANE WA 99209 PC PROVIDE RESOURCES FOR FOSTERING MUSIC 10000 THE SALVATION ARMY 2020 N DIVISION ST SPOKANE WA 99207 PC PROVIDE RESOURCES FOR FOSTERING EDUCATION 5000 WEST CENTRAL COMMUNITY DEVELOPMENT ASSOCIATION 1603 N BELT ST SPOKANE WA 99205 PC PROVIDE RESOURCES FOR FOSTERING THE ARTS 3000 54300 0 14 26995 14 31 18 33563 0 60589 0 60589 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4500 1125 3375 ALPHABET INC 20247 20074 AMAZONCOM, INC 19325 19354 APPLE INC 15120 15165 BROADCOM INC 15155 15466 CISCO SYSTEMS I 9940 10255 ELI LILLY AND CO 20031 20103 HONEYWELL INTERNATIONAL 13983 14840 LOWE'S COMPANIES 21737 19918 MORGAN STANLEY 26160 24875 NEXTERA ENERGY C 25844 25745 PEPSICO INC 25908 24691 PROLOGIS INC 25020 24463 RTX CORP 14949 15053 THE CHARLES SCHWAB 24151 24861 THE PROCTOR & GAMBLE 23079 24706 THE WALT DISNEY 20494 19988 THERMO FISHER SCIENTIFIC 8904 9492 T-MOBILE USA I 15016 15457 UNION PACIFIC CO 27237 24940 UNITEDHEALTH GR 23281 24842 WALMART INC 16400 14935 WASTE MANAGEMENT 9914 10253 ALPHABET INC CAP STK CL A 1763 19406 ALPHABET INC CAP STK CL A 1298 4707 AMAZON 2834 16388 AMERICAN TOWER CORP NEW 1085 1931 AMPHENOL CORP NEW 1970 2162 APPLE INC 2581 27730 APPLIED MATERIALS 1724 3855 BANK OF AMERICA 3331 6490 BERKSHIRE HATHAWAY 3015 10053 BOOKING HOLDINGS INC 1283 5355 BOSTON SCIENTIFIC CORP 1384 1716 BROADCOM INC 9234 12114 CATERPILLAR INC 2444 6302 CHEVRON CORPORATION 1415 2439 CHUBB LTD F 3256 4994 CINTAS CORP 1848 1693 CISCO SYSTEMS INC 2990 5315 COGNIZANT TECH SOLUTION 1787 2407 COSTAR GROUP INC 1676 2690 COSTCO WHOLESALE CO 1338 9486 CROWN HOLDINGS INC 2372 2883 DANAHER CORP 1055 3434 EATON CORP PLC 2294 2230 ECOLAB INC 1163 2625 EOG RESOURCES INC 3327 3675 EXXON MOBIL CORP 2246 2286 GE AEROSPACE 2083 3696 GE HEALTHCARE TECHNOLOGI 1920 1804 GUIDEWIRE SOFTWARE INC 1306 1206 HOME DEPOT LNC 1008 3785 HONEYWELL INTL INC 1743 3121 IBM CORP 1736 2073 INTUITIVE SURGICAL INC 3174 3965 ISHARES MSCI EAFE ETF 38768 63956 J P MORGAN CHASE & CO 2392 12889 JOHNSON & JOHNSON 1839 3311 JPM BETABULD DV ASIA 5093 5349 KKR & CO INC 1504 2550 L3HARRIS TECHNOLOGIES INC 1715 2349 LAM RESEARCH CORP 240 4280 LENNAR CORP 2511 1850 LILLY ELI & CO 756 10747 LINDE PLC 3298 5117 MARSH & MC LENNAN CO 1305 3710 MARVELL TECHNOLOGY INC 1118 2209 MCDONALDS CORP 1130 2139 MCKESSON CORP 2417 4101 MEDTRONIC PLC 2544 3842 MERCK & CO INC 2911 2526 META PLATFORMS INC 2149 11882 METALIFE INC 1873 1737 MICROSOFT CORP 2570 27566 MONDELEZ INTL 2515 3230 MORGAN STANLEY 1714 8166 NETFLIX INC 2697 2813 NEXTERA ENERGY INC 828 2730 NISOURCE INC 3507 4677 NVIDIA CORP 1199 36368 O REILLY AUTOMOTIVE 2586 4104 ORACLE CORP 1339 3898 PALO ALTO NETWORKS 858 4237 PARKER HANNIFIN CORP 2778 4395 PROCTER & GAMBLE CO 4619 5589 PROLOGIS INC 1931 4723 PUBLIC SVC ENTERPRISE GR 2580 2248 S&P GLOBAL INC 973 1045 SALESFORCE COM 944 3444 SERVICE NOW INC 1499 6128 SHERWIN WILLIAMS 925 2268 SOLSTICE ADVANCED MATLS 108 194 STRYKER CORP 648 1757 SYNOPSYS INC 1602 2349 TD SYNNEX CORP 1063 1202 TESLA INC 2300 4497 TEXAS INSTRS INC 2049 1735 THE CIGNA GROUP 1893 1651 THE COCA COLA CO 3894 4544 THERMO FISHER SCNTFC 606 2318 TJX COS INC NEW 2481 3379 T-MOBILE US INC 1183 1015 TRIMBLE INC 1927 2037 UBER TECHNOLOGIES INC 2357 2288 UNION PACIFIC CORP 1751 4395 UNITED RENTAL INC 1588 2428 VALERO ENERGY CORP 1613 4884 VANGUARD FTSE DEVELOPED 20885 34858 VANGUARD FTSE EMERGING 27564 36718 VERTIV HLDGS CO 1426 2430 VISA INC 2060 8768 WALMART INC 2402 8022 WALT DISNEY CO 1800 2275 85318 86404 0 0 LEGAL CONSULTING FEES 1319 0 1319 RETURN OF CAPITAL NET ASSET ADJUSTMENT 12667 OTHER INCOME 31 31 31 INVESTMENT MANAGEMENT AND CUSTODIAL FEES 9756 9756 0