2024-12-11T00:59:50-06:00 2023-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990PF 2023-01-01 832480395 SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH AND EDUCATION SEML 5037099999 1776 SW MONTGOMERY DR PORTLAND OR 97201 DR HERBERT SEMLER BOARD CHAIR 5037099999 2024-12-09 1 1 CYNTHIA P BARTHOLOMEW P01313965 5032210336 2024-12-09 2023 2024-10-15 13:58:12Z X X 296252 X 26 X 14824 13813 100866 1016055 36350 115716 50163 0 0 0 3162 0 3162 1545 0 1545 3446 3446 0 5 5 0 594 0 594 8752 3451 5301 1000000 1000000 1008752 3451 1005301 -893036 46712 3815 7292 7292 273130 168482 174983 487438 41084 62636 474352 49522 51341 1238735 266380 296252 0 0 X 1238735 266380 1238735 266380 1238735 266380 1238735 -893036 0 345699 79319 266380 PUBLICLY TRADED SECURITIES P 1015787 979705 36082 36082 CAPITAL GAINS DIVIDENDS P 268 268 268 36350 649 0 649 0 649 0 0 1500 0 1500 37 814 814 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A CLAUDIA TRESENTE 5037099999 1776 SW MONTGOMERY DR PORTLAND OR 97201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERBERT J SEMLER MD 1776 SW MONTGROMERY DR PORTLAND OR 97201 BOARD CHAIR & DIRECTOR 9.00 0 0 0 ELMA O'DELL 1776 SW MONTGROMERY DR PORTLAND OR 97201 DIRECTOR 2.00 0 0 0 MARY HOUGH 1776 SW MONTGROMERY DR PORTLAND OR 97201 DIRECTOR 4.00 0 0 0 NONE 0 NONE 0 0 722744 15779 0 738523 0 0 738523 11078 727445 36372 36372 649 649 35723 0 35723 0 35723 1005301 0 1005301 35723 0 0 0 1005301 0 0 0 35723 969578 0 0 969578 0 0 0 0 0 0 0 969578 969578 X SPECIAL OLYMPICS OREGON 8313 SW CIRRUS DR BEAVERTON OR 97008 N/A PC GENERAL OPERATING SUPPORT 1000000 1000000 0 14 14824 18 100866 0 115690 0 115690 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1545 0 1545 630 UNITS NEXTEREA ENERGY CAPITAL HOLDINGS INC 5.65% (NEE.N) 15076 15435 10000 GOLDMAN SACHS 7.401% 10117 10299 14000 GS AUTO-CALLABLE TRIGGER PLUS SPX 14000 13966 10000 SIMON PROPERTY GROUP LP 10329 11641 28 SHS ELI LILLY & CO (LLY) 9088 16322 56 SHS SALESFORCE INC (CRM) 7968 14736 19 SHS COSTCO WHOLESALE CORP NEW (COST) 8861 12542 300 SHS DIGITAL REALTY TRST 5.850-K(DLR.K) 6659 7401 23 SHS PALO ALTO NETWORKS INC (PANW) 3572 6782 200 SHS ATHENE HOLDING LTD 6.375%-C (ATH.C) 4936 4853 LEGAL FEES 3162 0 3162 PRIOR PERIOD ADJUSTMENT TO BOOK BASIS OF DONATED SECURITIES-FMV AT GIFT DATE 39339 PRIOR PERIOD ADJUSTMENT FOR DISTRIBUTION CALCULATION ERROR 39980 OREGON CHARITABLE RENEWAL FEE 544 0 544 BANK FEES 50 0 50 INVESTMENT MANAGEMENT FEES 3446 3446 0 FOREIGN TAX 5 5 0