2024-05-06T13:11:34-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990PF 2023-01-01 931280388 THE STIMSON-MILLER FOUNDATION STIM 5034781501 9400 SW BARNES ROAD 530 PORTLAND OR 97225 CAROL NORDAHL EXECUTIVE DIRECTOR 5034781501 2024-05-06 CAROL NORDAHL 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4329880 X X 91126 91126 96235 1862996 96235 50 0 187411 187361 21780 2178 19602 2059 206 1853 14328 2149 12179 31063 31063 0 8069 0 0 9357 2224 7133 86656 37820 40767 193000 193000 279656 37820 233767 -92245 149541 2632 4870 4870 42161 48362 48362 422 422 422 482217 593101 593101 2422872 2572956 2572956 332557 604746 604746 690127 489619 489619 12185 15804 15804 3985173 4329880 4329880 7850 13840 7850 13840 X 3977323 4316040 3977323 4316040 3985173 4329880 3977323 -92245 430962 4316040 0 4316040 PUBLICLY TRADED SECURITIES P 1862996 1766761 96235 96235 96235 2079 0 2079 0 2079 4050 0 0 0 4050 0 1971 1971 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.STIMSONMILLERFOUNDATION.ORG THE FOUNDATION 5034781501 9400 SW BARNES ROAD SUTIE 530 PORTLAND OR 97225 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL NORDAHL 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 EXECUTIVE DIRECTOR 6.00 21780 0 0 CLARA EVENSEN 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 PRESIDENT 4.00 0 0 0 CHALMERS MORSE JR 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 VICE PRESIDENT / SECRETARY 1.00 0 0 0 KURT RUTTUM 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 ASSISTANT SECRETARY 1.00 0 0 0 KATE FRENCH 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 ELIZABETH GRAHAM 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 KIM GRAHAM 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 PILI KAAIHUE 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 NICOLAS MEIGS 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 SARAH MEIGS 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4147087 41488 0 4188575 0 0 4188575 62829 4125746 206287 206287 2079 2079 204208 0 204208 0 204208 233767 0 233767 204208 140290 0 0 233767 140290 0 0 93477 0 0 0 0 0 0 0 0 110731 0 0 0 CAROL NORDAHL 9400 SW BARNES ROAD SUITE 530 PORTLAND OR 97225 5034781501 SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.ORG. SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.ORG. SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.ORG. BEYOND PINK SPOKANE 1801 W BROADWAY AVENUE SUITE 2 SPOKANE WA 99201 PC PROGRAM SUPPORT 10000 CENTRAL CITY CONCERN 232 NW 6TH AVENUE PORTLAND OR 97209 PC CAPITAL IMPROVEMENTS 10000 CHARITY REIMAGINED PO BOX 598 HAYDEN ID 83835 PC PROGRAM SUPPORT 10000 COLLEGE POSSIBLE 532 SE GRAND AVENUE PORTLAND OR 97214 PC PROGRAM SUPPORT 5000 COMMUNITY CANCER SERVICES 1205 US HIGHWAY 2 SUITE 101B SANDPOINT ID 83864 PC PROGRAM SUPPORT 15000 COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH STREET PORTLAND OR 97218 PC PROGRAM SUPPORT 10000 DOVELEWIS VETERINARY 1945 NW PETTYGROVE STREET PORTLAND OR 97209 PC PROGRAM SUPPORT 15000 FOOD ROOTS PO BOX 1275 TILLAMOOK OR 97141 PC PROGRAM SUPPORT 10000 KANIKSU LAND TRUST 1215 MICHIGAN STREET SUITE A SANDPOINT ID 83864 PC PROGRAM SUPPORT 15000 MT HOOD KIWANIS CAMP 10725 SW BARBUR BOULEVARD SUITE 50 PORTLAND OR 97219 PC CAPITAL IMPROVEMENTS 10000 PORTLAND YOUTHBUILDERS 4816 SE 92ND AVENUE PORTLAND OR 97266 PC PROGRAM SUPPORT 7500 REACH NORTHWEST 211 N MERIDIAN STREET SUITE 202 NEWBERG OR 97132 PC PROGRAM SUPPORT 15000 RETURNING VETERANS PROJECT PO BOX 14035 PORTLAND OR 97293 PC PROGRAM SUPPORT 5000 THRIVE INTERNATIONAL 110 E 4TH AVENUE SPOKANE WA 99202 PC PROGRAM SUPPORT 7500 TRANSITION PROJECTS 665 NW HOYT STREET PORTLAND OR 97209 PC PROGRAM SUPPORT 20000 TURNING POINT COMMUNITY SERVICE CENTER PO BOX 773 CLATSKANIE OR 97016 PC CAPITAL IMPROVEMENTS 10000 WESTERN OREGON UNIVERSITY - RAINBOW DANCE THEATRE 345 N MONMOUTH AVENUE MONMOUTH OR 97361 PC PROGRAM SUPPORT 18000 193000 0 14 91126 18 96235 OTHER INCOME 01 50 0 187411 0 187411 0 0 0 0 0 0 0 0 0 0 GARY MCGEE & CO. LLP, CPAS 14328 2149 12179 ABBVIE INC. 28584 28584 AMERICAN TOWER CORP 24964 24964 AMGEN INC. 25655 25655 BANK OF AMER CORP 24912 24912 CAPITAL ONE FINL 24564 24564 COMCAST CORP 46801 46801 GOLDMAN SACHS INT 43718 43718 JOHN DEERE CAPIT 30761 30761 JPMORGAN CHASE 47942 47942 LOWE'S COMPANIES 26704 26704 MCDONALD'S CORP 24331 24331 MORGAN STANLEY 24661 24661 ORACLE CORP 21212 21212 STARBUCKS CORP 28902 28902 THE HOME DEPOT, I 30666 30666 THE WALT DISNEY 26706 26706 UNITEDHEALTH GRP 31711 31711 VERIZON COMMUNICA 48216 48216 WELLS FARGO & CO 43736 43736 ABBOTT LABORATORIES 36323 36323 ABBVIE INC 34093 34093 AIRBUS SE F 8485 8485 ALPHABET INC. 165533 165533 AMAZON.COM INC 39504 39504 AMERICAN INTL GROUP 32520 32520 APA CORP 40903 40903 APPLE INC 196573 196573 AUTONATION INC 46556 46556 AXA SA F 5883 5883 BARCLAYS PLC F 4255 4255 BHP GROUP LTD F 6148 6148 BROADCOM INC 52464 52464 BROWN & BROWN INC 20622 20622 CANADIAN NATURAL RES F 7207 7207 CENCORA INC 22592 22592 CHEVRON CORP 32069 32069 COMCAST CORP 53059 53059 CRH PUBLIC LIMITED CO F 11066 11066 CROWDSTRIKE HLDGS INC 44681 44681 DASSAULT SYSTEM S A F 10294 10294 DBS GROUP HOLDINGS LIM F 11139 11139 ENTERGY CORP 40476 40476 FERGUSON PLC NEW F 13708 13708 FORTIVE CORP DISC 63322 63322 GE HEALTHCARE TECHNOLOGI 20103 20103 HOME DEPOT INC 41586 41586 HONEYWELL INTL INC 65010 65010 HOYA CORP F 13075 13075 ING GROEP ADR REP 1 OR F 6158 6158 JOHNSON & JOHNSON 43887 43887 JPMORGAN CHASE & CO 71442 71442 L OREAL SA F 5965 5965 LKQ CORP 26285 26285 LOCKHEED MARTING GROUP 29461 29461 MAGNA INTL INC F 10044 10044 MICROSOFT CORPORATION 225624 225624 MONSTER BEVERAGE CORPORA 25348 25348 MOTOROLA SOLUTIONS 25047 25047 NOVO-NORDISK AS VORMAL F 20690 20690 NVIDIA CORP 94092 94092 NXP SEMICONDUCTORS F 9187 9187 ORIX CORP F 12141 12141 PALO ALTO NETWORKS 56027 56027 PARKER-HANNIFIN CORP 87533 87533 PHILIP MORRIS INTL 40454 40454 PPG INDUSTRIES INC 26919 26919 PROCTER & GAMBLE 67408 67408 RECKITT BENCKISER GROU F 9343 9343 ROCHE HLDG AG F 10507 10507 RWE AG ORD F 10025 10025 SAP SE F 6957 6957 SCHLUMBERGER LTD F 19775 19775 SERVICE NOW INC 35325 35325 SHIN ETSU CHEMICAL CO F 12436 12436 SONY GROUP CORP F 11363 11363 SSE PLC F 7686 7686 STATE STREET CORP 31759 31759 STRYKER CORP 38930 38930 SUMITOMO MITSUI FINL00 F 8131 8131 TECHNIPFMC LTD F 3222 3222 THALES SA F 12701 12701 THERMO FISHER SCNTFC 45648 45648 TJX COMPANIES INC 47843 47843 TORONTO DOMINION BANK F 4523 4523 TOTALENERGIES SE F 8759 8759 UNITEDHEALTH GRP INC 44224 44224 UNIVERSAL MUSIC GROUP F 11575 11575 VISA INC 71596 71596 VOYA FINL INC 17510 17510 WAL-MART DE MEXICO S A F 13510 13510 WALMART INC 40989 40989 ZOETIS INC 25658 25658 593101 593101 0 0 AVALONBAY CMNTYS INC FMV 24339 24339 CROWN CASTLE INC FMV 14975 14975 HARDING LOEVNER INST FMV 65324 65324 ISHARES MSCI EAFE SMALL FMV 21665 21665 ISHARES MSCI EMERGING FMV 30198 30198 JPMORGAN US SMALL COMPANY FMV 111457 111457 MORRISON STREET DEBT FUND II, LP FMV 19120 19120 VERSUS CAP MULTI-MAG FMV 78947 78947 VERSUS CAPITAL REAL ASSET FMV 123594 123594 DIVIDENDS RECEIVABLE 8135 13833 13833 REFUNDABLE FEDERAL EXCISE TAXES 4050 1971 1971 OTHER EXPENSES 1721 258 1463 FOREIGN INVESTMENT FEES 1242 1242 0 CHARITY REGISTRATION FEE 548 82 466 OTHER INVESTMENT FEE 469 469 0 GRANT SOFTWARE FEES 4227 0 4227 INSURANCE 1150 173 977 OTHER INCOME 50 50 UNREALIZED GAIN ON INVESTMENTS 430962 DEFERRED FEDERAL EXCISE TAX 7850 13840 FERGUSON WELLMAN (INVEST. MGMT.) 31063 31063 0 FEDERAL EXCISE TAX 8069 0 0