2024-09-09T12:16:14-07:00 2024-05-31 823988198 Watershed Tax Advisors LLC 5520 S Macadam AveSuite 255 Portland OR 97239 990PF 2023-06-01 931247948 Harold & Margaret Taylor Foundation HARO 5032274588 5520 S Macadam Avenue 255 Portland OR 97239 William Taylor President 2024-09-06 true true Sharon A McKelvey P01500025 5032274588 2023 2024-08-08 14:25:15Z X 3926641 X X 3269 3269 57070 57070 170665 457996 170665 231004 231004 1208 604 3100 1550 2689 514 26029 25913 33026 28581 0 173750 173750 206776 28581 173750 24228 202423 124061 123852 123852 3515485 3539922 3802789 3639546 3663774 3926641 0 X 3639546 3663774 3639546 3663774 3639546 3663774 3639546 24228 3663774 3663774 Capital Gain Dividends P 2023-01-01 2023-12-31 90635 90635 90635 Publicly Traded Securities P 2023-01-01 2023-12-31 367361 287331 80030 80030 170665 2814 2814 2814 X 109 2923 0 false false false false false false false true true OR true false false false false true N/A Sharon A McKelvey CPA 5032274588 5520 S Macadam Ave 255 Portland OR 97239 false false false false false false false false false false false false false false false false false false false false false false William Taylor 16396 SE 232nd Drive Boring OR 97089 President 0.50 0 Katherine Taylor 16396 SE 232nd Drive Boring OR 97089 Director 0.50 0 Jeff Mengis 1 SW Columbia St Ste 780 Portland OR 97258 Director 0.50 0 NONE NONE 3512335 176051 0 3688386 0 3688386 55326 3633060 181653 181653 2814 2814 178839 178839 178839 173750 173750 178839 170376 173750 170376 0 3374 175465 William H Taylor 16396 SE 232nd Drive Boring OR 97089 5036586288 No Specific Form - Include all relevant information None None University of Oregon Foundation PO Box 3346 Eugene OR 97403 To support University Athletic's 10000 University of Oregon Foundation PO Box 3346 Eugene OR 97403 Support State University - Higher Education 25000 Estacada School District PO Box 519 Estacada OR 97023 Suppport public high schools - college scholarship fund 10000 Feral Cat Coalition of Oregon PO Box 82734 Portland OR 97282 Suport Organization to help control feral cat population 5000 Rex Putnam High School 4950 SE Roethe Rd Milwaukie OR 97267 Support high school athletics 10000 Pil Hall of Fame 9355 SW Camille Terrace Portland OR 97223 Scholarship fund for Portland high school athletes 10000 Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97238 Care & placement of stray animals 50000 North Clackamas School District 12400 SE Freeman Way Milwaukie OR 97222 Support public high schools - college scholarship fund 10000 South Wasco School District 1 PO Box 346 Maupin OR 97036 Support public high schools - college scholarship fund 10000 Hilaires Wild Game Dinner 801 NE 21st Portland OR 97232 Fundraiser to support underpriviledged children 1000 Oregon State University Foundation 850 SW 35th Street Corvallis OR 97333 Support State University - higher education 10000 Crooked River Roundup Foundation PO Box 1052 Prineville OR 97754 Scholarships for education in ranching, farming & animal welfare 1250 Dufur School 802 NE 5th Street Dufur OR 97021 Support public school new program teaching children trades 10000 Union Gospel Mission 3 NW Third Ave Portland OR 97209 Shelter, food & services for the homeless & hurting 500 Providence Milwaukie Foundation 10150 SE 32nd Ave Milwaukie OR 97222 Provide health & wellness for the poor & vulnerable 500 Boring Oregon Foundation PO Box 1448 Boring OR 97009 To establish a community center in the Boring area 500 Imbler Education Foundation PO Box 95 Imbler OR 97841 Support high school athletics & general community 10000 173750 14 3269 14 57070 18 170665 231004 231004 false false false false false false false false false false Accounting (CPA) Fees 3100 1550 0 0 Delaware Group Equity FDS II-Value Fd 504213 461544 Brown Advisory Fds Small Cap Growth 133396 150640 Harbor Fd Small Cap Value Fd 169707 230882 Harbor Fd Cap Appreciation Fd 255025 308699 John Hancock Funds III Disciplined Value 140051 192833 Nuveen Mun Trust Inter Duration Mun Bd F 201535 192511 Allspring Emerging Markets Equity Fd 144515 149551 T Rowe Price Tax Free Short Int Fd 164723 154966 T Rowe Price Summit Mun Fds Inc 84706 77086 T Rowe Price Summit Mun Inter Fds 290463 269327 T Rowe Price Mid-Cap Growth Fund 162272 189518 Invesco Developing Mkts Fd Class Y 143976 151404 Jensen Quality Growth Fd Class 1 352236 383232 T Rowe Price Intl FD Overseas 277300 309627 Mainstay Mackay High Yield Municipal Bd 173433 153877 Fidelity 500 Index 192800 271813 Fidelity International Index Fd 149571 155279 Legal Fees - Bittner & Hahs PC 1208 604 0 0 Brokerage & Mgmt fees - Wells Fargo 25913 25913 Corporate License 50 Office & Postage 66 Federal Excise Tax on Investment Income 2085 State of Oregon fee on Net Assets 514 514 Underpayment Penalty - IRS 90