2024-05-14T13:48:31-07:00 2023-12-31 930864120 Kenneth H Osterman EA #82246 LTC #1700 8810 SW Scoffins Street Tigard OR 97223 990PF 2023-01-01 931161002 MARGARET THIELE PETTI FOUNDATION MARG 5036392200 PO BOX 23999 TIGARD OR 97281 KELLY BAKER President 2024-05-14 true KELLY BAKER 999009999 true KENNETH OSTERMAN EA P00049821 5036392200 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1488996 X X 35491 35491 35491 28791 121157 28791 64282 64282 35491 1385 293 1385 9814 9814 9814 11199 10107 11199 0 85000 85000 96199 10107 11199 85000 -31917 54175 24292 19223 7873 7818 818296 797729 1481178 837519 805602 1488996 0 X 837519 805602 837519 805602 837519 805602 837519 -31917 805602 805602 250 SH MEDTRONIC P 2022-04-12 2023-01-05 20137 27621 -7484 -7484 25 SH CHUBB P 2018-08-01 2023-08-02 5163 3469 1694 1694 10 SH AMGEN P 2013-02-12 2023-03-29 2395 852 1543 1543 100 SH APPLE P 2016-07-11 2023-08-02 19283 2431 16852 16852 75 SH CANADIAN PAC P 2015-06-22 2023-01-23 5795 2522 3273 3273 75 SH CATERPILLAR P 2009-08-06 2023-01-23 20687 3541 17146 17146 50 SH FIRST REPUBLIC BK P 2013-02-12 2023-05-08 149 15930 -15781 -15781 65 SH PEPSICO P 2015-05-26 2023-01-23 11846 6299 5547 5547 225 SH 3M CO P 2023-01-23 2023-05-18 22131 17767 4364 4364 625 SH VF CORP P 2010-10-01 2023-04-10 13571 11934 1637 1637 28791 -3120 753 753 753 X 42 795 0 false false false false false false false true true OR true false false false false true N/A KELLY BAKER 5037683152 7568 SW 90TH PLACE PORTLAND OR 97223 false false false false false false false false false false false false false false false false false false false false false false KELLY BAKER 7568 SW 90TH PLACE PORTLAND OR 97223 PRESIDENT 20.00 0 TATIANA T RUDE 500 SMITH DRIVE WOODBURN OR 97071 Director 1.00 0 DIANA L WARDELL 13921 PORTLAND ROAD NE WOODBURN OR 97071 Secretary 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 753 753 753 753 0 85000 85000 0 217824 109538 118068 89125 97599 632154 85000 0 85000 717154 0 217824 499330 109538 118068 89125 97599 85000 X KELLY BAKER 7568 SW 90TH PLACE PORTLAND OR 97223 5037683152 NONE REQUIRED FOR CONSIDERATION NONE NONE BONNIE HAYES ANIMAL SHELTER 1901 SE 24TH AVENUE HILLSBORO OR 97123 NONE GENERAL FUND 9500 NATIONAL GUIDE DOG ASSOC 200 EAST WELLS STREET BALTIMORE MD 21230 NONE GENERAL FUND 9500 FOREVER HOME PET RESCUE 27305-S W LIVE OAK ROAD 1305 CASTAIC CA 91384 NONE GENERAL FUND 9500 HOPE EQUESTRIAN CENTER 716 RILEY ROAD EAGLE POINT OR 97524 NONE GENERAL FUND 9500 OREGON DOG RESCUE 6700 SW NYBERG STREET TUALATIN OR 97062 NONE GENERAL FUND 9500 SPEAK UP FOR HORSES INC PO BOX 434 FALMOUTH KY 41040 NONE GENERAL FUND 9500 LINN COUNTY ANIMAL RESCUE PO BOX 2669 LEBANON OR 97355 NONE GENERAL FUND 9500 DREAM CHASER HORSE RESCUE 6340 KINCHELOE DRIVE FALCON MO 65470 NONE GENERAL FUND 9500 MEALS ON WHEELS 10245 SW PARK WAY PORTLAND OR 97225 NONE GENERAL FUND 9000 85000 35491 28791 64282 64282 3 THE MARGARET THIELE PETTI FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY, MEDICAL AND EDUCATIONAL PURPOSES. A REVIEW OF THE FOUNDATION'S GRANTS FOR THE CURRENT YEAR WERE MADE IN ACCORDANCE WITH THOSE OBJECTIVES. false false false false false false false false false false 135 SH BOEING COMPANY 8014 35189 200 SH CATERPILLAR INC 9443 59134 400 SH EXXON MOBIL CORP 15829 39992 200 SH FEDEX CORP DELAWARE 18573 50594 375 SH SAP AG 14318 57971 600 SH SIEMENS AG 33350 56124 625 SH V F CORPORATION 225 SH 3M COMPANY 750 SH ISHARES HIGH DIV EQ FUND 44273 76493 235 SH AMGEN 20029 67685 425 SH FIRST REP BK 1000 SH INTEL 21475 50250 400 SH JPMORGAN 18212 68040 200 SH ISHARES CORE MID CAP 21043 49245 1675 SH ISHARES INTL SELECT 59097 46883 250 SH TARGET CORP 15514 35605 300 SH PEPSICO INC 29071 50952 800 SH PFIZER INC 24433 23032 450 SH QUALCOMM 30468 65083 350 SH IBM 32458 57243 300 SH APPLE INC 7294 57759 1000 SH GENERAL MOTORS 33818 35920 300 SH CHUBB LTD 38161 62150 1000 SH BANK OF AMERICA 25510 33670 200 SH CHEVRON 14826 29832 100 SH LINDE 24214 41071 700 SH ISHARES TR CORE 49605 55430 350 SH GENERAL ELECTRIC 28115 44670 450 SH MERCK 34355 49059 725 SH CANADIAN PAC 24380 57652 250 SH MEDTRONICS 300 SH STARBUCKS 22989 28803 180 SH ABBOTT LABS 19890 19813 125 SH ALPHABET INC 12655 17461 475 SH DELL TECHNOLOGIES 22019 36338 175 SH GE HEALTHCARE 11473 13531 575 SH PARAMOUNT 12825 8504 INVESTMENT MGMNT FEES - A/C #677 9614 9614 9614 OREGON FILING FEE 200 200 200 2022 FED TAX 755 755 2022 OREGON TAX 337 337 FOREIGN INC TAX-1ST REPUBLIC #677 293 293 293