2024-10-10T11:22:56-05:00 2023-12-31 261283091 STRADA TAX & CONSULTING 1510 NE VILLAGE STREET FAIRVIEW OR 97024 990PF 2023-01-01 931306729 THE SHAPIRA FOUNDATION SHAP 5033493520 16869 SW 65TH AVE 505 LAKE OSWEGO OR 970357865 ELIJAHU SHAPIRA TRUSTEE 5037582398 2024-10-10 1 0 MARK WEAVER CPA P01541363 5036675355 2024-10-01 2023 2024-10-15 13:58:12Z X 1294927 X 1645 X 24097 24097 51912 691220 51912 77654 76009 0 0 0 67 0 0 4300 0 0 3350 3350 0 396 0 0 75 0 1226 0 0 41426 0 0 50840 3350 0 46000 46000 96840 3350 46000 -19186 72659 44578 55441 55441 21083 45832 45832 550 875 875 0 271341 275363 374549 103378 105110 389333 334115 812306 5981 5981 75 0 0 830168 810982 1294927 0 0 X 830168 810982 0 0 0 0 830168 810982 830168 810982 830168 -19186 0 810982 0 810982 AMAZON COM INC 2023-05-22 2023-12-05 8032 8048 -16 -16 AMAZON COM INC 2023-09-12 2023-12-05 2008 1977 31 31 BANK MONTREAL MED 2023-01-27 2023-12-05 12577 12442 135 135 CITIGROUP INC 2022-06-23 2023-05-17 20000 19896 104 104 DEERE JOHN CAP CORP 2023-09-12 2023-12-05 12101 11940 161 161 L3HARRIS TECHNOLOGIES INC 2023-10-24 2023-12-05 11667 11226 441 441 LEGG MASON 2022-09-22 2023-01-20 10022 9691 331 331 LEGG MASON 2022-09-22 2023-03-13 40658 41506 -848 -848 MCDONALDS CORP 2023-01-27 2023-12-05 19151 19345 -194 -194 ROYAL BK CDA 2023-05-19 2023-12-05 4128 4132 -4 -4 SAN DIEGO GAS & ELEC 2023-10-24 2023-12-05 12044 11583 461 461 T-MOBILE USA 2023-12-05 2023-12-05 11969 11976 -7 -7 VANGUARD TREASURY MONEY MARKET FUND 2023-03-14 2023-04-24 40595 40595 0 0 ALLSTATE CORP 2022-06-23 2023-12-05 18288 18086 202 202 ALLSTATE CORP 2022-07-07 2023-12-05 1829 1806 23 23 ALTRIA GROUP 2019-03-21 2023-12-05 24908 25026 -118 -118 AMERIPRISE FINL 2015-10-16 2023-10-16 25000 25000 0 0 BANK OF NOVA SCOTIA 2021-01-15 2023-12-05 3761 4034 -273 -273 BANK OF NOVA SCOTIA 2022-03-28 2023-12-05 3761 3768 -7 -7 BANK OF NOVA SCOTIA 2022-04-22 2023-12-05 1881 1854 27 27 BANK OF NOVA SCOTIA 2022-06-23 2023-12-05 3761 3705 56 56 BROADCOM CORP 2022-10-17 2023-12-05 13532 12868 664 664 BROADCOM CORP 2022-11-30 2023-12-05 5800 5643 157 157 CIGNA CORP 2022-06-23 2023-12-05 19701 19028 673 673 CATERPILLAR FINL 2022-06-23 2023-12-05 18000 18000 0 0 CATERPILLAR FINL SVCS 2022-09-30 2023-11-24 19309 19012 297 297 CROWN CASTLE INTL 2022-09-07 2023-12-05 11481 11591 -110 -110 ENTERGY LA LLC 2022-06-23 2023-12-05 19258 18875 383 383 EXXON MOBIL 2021-10-20 2023-12-05 6823 7163 -340 -340 GENERAL DYNAMICS CORP 2022-06-23 2023-12-05 18640 18868 -228 -228 GOLDMAN SACHS GROUP 2019-03-21 2023-01-23 25000 25000 0 0 HEWLETT PACKARD ENTERPRISE 2021-11-10 2023-12-05 9923 10584 -661 -661 INTEL CORP 2022-05-18 2023-12-05 9778 10017 -239 -239 ISHARES 2020-11-09 2023-05-04 45928 39588 6340 6340 ISHARES 2018-12-06 2023-01-19 5027 3869 1158 1158 MIZUHO FINANCIAL GROUP 2021-04-13 2023-09-08 12000 12008 -8 -8 MORGAN STANLEY 2021-11-10 2023-12-05 11673 11873 -200 -200 PIONER NAT RES 2022-06-23 2023-12-05 20255 19704 551 551 PUBLIC SVC ENTERPRISE 2020-06-01 2023-12-05 10826 11095 -269 -269 TOYOTA MTR CR 2022-02-16 2023-12-05 7423 7592 -169 -169 UNITEDHEALTH GROUP 2022-07-06 2023-12-05 9183 9158 25 25 UNITEDHEALTH GROUP 2022-11-30 2023-12-05 5510 5387 123 123 VANGUARD SCOTTSDALE FDS 2020-06-16 2023-03-23 36898 31470 5428 5428 WESTERN UNION CO 2020-09-14 2023-12-05 10634 11171 -537 -537 ISHARES 2008-11-13 2023-01-19 14812 2640 12172 12172 ISHARES 2008-11-13 2023-01-20 10136 1784 8352 8352 ISHARES 2008-11-13 2023-01-19 15431 4657 10774 10774 ISHARES 2008-11-13 2023-01-20 10098 3027 7071 7071 51912 1010 0 1010 0 1010 0 0 1034 0 1034 26 2 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SHAPIRAFOUNDATION.ORG CATHY THOMPSON 5037582398 16869 65TH AVENUE 505 LAKE OSWEGO OR 970357865 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE L SHAPIRA 16869 65TH AVENUE 505 LAKE OSWEGO OR 970357865 TRUSTEE 2.00 0 0 0 ELIJAHU SHAPIRA 16869 65TH AVENUE 505 LAKE OSWEGO OR 970357865 TRUSTEE 2.00 0 0 0 ROBERT C THOMPSON 16869 65TH AVENUE 505 LAKE OSWEGO OR 970357865 EXECUTIVE DIRECTOR 10.00 0 0 0 NONE 0 NONE 0 HUG PATROL IS A DIRECT CHARITABLE ACTIVITY OF THE SHAPIRA FOUNDATION. WE DONATE NEW STUFFED ANIMALS TO POLICE AND FIRE DEPARTMENTS AND MEDICAL ORGANIZATIONS FOR POLICE OFFICERS, FIREFIGHTERS, AND MEDICAL PERSONNEL TO GIVE TO CHILDREN IN CRISIS. THE GOAL OF HUG PATROL IS TO PROVIDE EMERGENCY RESPONDERS THROUGHOUT THE NATION WITH A SUPPLY OF NEW, UNUSED STUFFED ANIMALS TO HELP EASE THE PAIN AND FEAR OF CHILDREN IN TRAUMATIZING SITUATIONS. THROUGH DECEMBER 2022, WE HAVE PURCHASED 4,329 STUFFED ANIMALS. DISTRIBUTIONS STARTED IN 2015, AND WE WERE ABLE TO DISTRIBUTE 3,664 STUFFED ANIMALS FROM 2015 THROUGH 2022. DONATIONS FROM THE PUBLIC OR OTHER ORGANIZATIONS ARE WELCOME. WE PURCHASE HIGHEST QUALITY, NEW STUFFED ANIMALS FOR THIS PROGRAM. WE WILL WORK DIRECTLY WITH FIRE, POLICE AND MEDICAL ORGANIZATIONS TO FULFILL THEIR NEEDS REGARDING SIZE AND PACKAGING FOR STUFFED ANIMALS. 0 0 1123229 114065 0 1237294 0 0 1237294 18559 1218735 60937 60937 1010 1010 59927 0 59927 0 59927 46000 0 46000 59927 0 0 7940 7940 46000 0 0 0 46000 0 7940 7940 0 0 0 0 0 5987 0 0 0 ELIJAHU SHAPIRA ROBERT THOMPSON 16869 65TH AVENUE 505 LAKE OSWEGO OR 970357865 5037582398 ROBBT@SHAPIRAFOUNDATION.ORG SEND 1-2 PAGE LETTER DESCRIBING YOUR ORGANIZATION AND ITS EXPERIENCE IN THE FIELD, WHAT YOU PROPOSE TO DO, WHY THE PROJECT IS NEEDED, WHO WILL BE SERVED, IN WHAT GEOGRAPHIC AREAS, HOW PROJECT OR PROGRAM RELATES TO OUR AREAS OF EMPHASIS, AMOUNT OF GRANT REQUEST, HOW FUNDS WOULD BE USED, AND AMOUNT OF TOTAL PROJECT OR PROGRAM BUDGET. WE WILL EVALUATE, INFORM YOU WHETHER OR NOT YOUR PROJECT OR PROGRAM APPEARS TO MEET OUR GUIDELINES OR INTERESTS, AND MAY INVITE YOU TO SUBMIT A FULL GRANT APPLICATION. INFORMATION MAY BE OBTAINED AT WWW.SHAPIRAFOUNDATION.ORG. NO DEADLINE GRANTS WILL NOT BE MADE TO INDIVIDUALS, ATHLETIC TEAMS, EVENTS, DEBT REDUCTION DRIVES, POLITICAL ORGANIZATIONS, OR FOR BENEFIT TICKETS, RELIGIOUS PURPOSES, OR LOBBYING ACTIVITIES. CHP 11-99 FOUNDATION 3188 AIRWAY AVE C COSTA MESA CA 92626 N/A PC TO PROVIDE SCHOLARSHIPS TO CHILDREN OF CHP EMPLOYEES AND SUPPORT FOR FAMILIES OF FALLEN OFFICERS 5000 COMMUNITY DEVELOPMENT PROJECTS INC DBA PROJECT MERCY 12648 CHERRYWOOD STREET POWAY CA 92064 N/A PC TO BUILD HOME FOR IMPOVERISHED FAMILY 6000 DOUGY CENTER PO BOX 86852 PORTLAND OR 97286 N/A PC PROVIDE FUNDS TO A SUPPORT CENTER FOR CHILDREN, TEENS, AND FAMILIES WHO ARE GRIEVING FOR A FAMILY MEMBER WHO HAS ADVANCED SERIOUS ILLNESS LIKE ALS 5000 KINDRED PARTNERS 18645 SW FARMINGTON RD PMB 114 ALOHA OR 97007 N/A PC SAFE HOUSING FOR CHILDREN FACING FAMILY SUBSTANCE ABUSE & HOUSING INSTABILITY 6000 MAKE-A-WISH FOUNDATION OF OREGON INC 5901 S MACADAM AVE SUITE 200 PORTLAND OR 97212 N/A PC TO FUND GRANTING WISHES OF CHILDREN WITH CRITICAL ILLNESSES IN OREGON AND CLARK COUNTY, WASHINGTON. 4000 MT HOOD KIWANIS CAMP 10725 SW BARBUR BLVD SUITE 50 PORTLAND OR 97219 N/A PC TO PROVIDE EQUITABLE ACCESS TO PROGRAMMING FOR INDIVIDUALS WITH DEVELOMENTAL DISABILITIES IN THE COMMUNITY 5000 WHEEL TO WALK FOUNDATION PO BOX 20146 PORTLAND OR 97294 N/A PC TO PURCHASE MEDICAL AND ADAPTIVE EQUIPMENT FOR CHILDREN WITH DISABILITIES. 7500 PLAY IT FORWARD 15655 NW PERIMETER DR BEAVERTON OR 97006 N/A PC PROVIDE FREE MUSICAL LESSONS TO ELEMENTARY SCHOOL STUDENTS & PURCHASE INSTRUMENTS 2500 PORTLAND BACKPACK 6600 NE 78TH CT PORTLAND OR 97218 N/A PC PROVIDE LUNCHES TO ELEMENTARY SCHOOL STUDENTS 5000 46000 0 14 24097 18 51912 0 76009 0 76009 0 0 0 0 0 0 0 0 0 0 PREPARATION OF 990-PF, CA RRF-1, AND CA FORM 199 4300 0 0 COMPUTER 2005-03-01 1715 1715 200DB 5.000000000000 0 0 HP COMPUTER 2007-06-15 1620 1620 200DB 5.000000000000 0 0 PRINTER 2011-07-20 350 350 200DB 5.000000000000 0 0 HP COMPUTER 2014-09-13 990 990 200DB 5.000000000000 0 0 HP ENVY COMPUTER 2018-01-16 1306 1231 200DB 5.000000000000 75 0 BANK OF NOVA SCOTIA B C SR NT ISIN 1.3% 5524 5686 ROYAL BK CDA GLOBAL MEDIUM TERM SR KT NTS 6194 6290 SHELL INTERNATIONAL FINANCE BV NOTE 5859 5883 BANK AMER CORP MEDIUM TERN SR NT SER N-FIXED 3.974% 5585 5685 BOEING CO SR NT 2.196% 5625 5671 BRISTOL MYERS SQUIBB CO SR NT 3.400% 5620 5697 CITIGROUP INC 3.887% FIXED RATE/FLOATING RATE NOTES DUE 5740 5807 GOLDMAN SACHS GROUP INC FIXED/FLTG HYBRID NOTES 4.223% 5700 5810 HONEYWELL INTL INC SR NT 5.000% 6101 6285 MORGAN STANLEY SR NT FIXED/FLTG 5.123% 9903 10054 NEXTERA ENERGY CAP HLDGS INC 1.875% 6352 6441 ORACLE CORP SR NT 4.900% 5827 5982 QUALCOMM INC 4.250% 5824 5964 STATE STR CORP SR NT FIXED/FLTG 5.684% 6093 6208 STRYKER CORP FXD RT SR NT 3.650% 5739 5807 T-MOBILE USA INC SR NT 2.625% 5660 5707 WELLS FARGO & CO MEDIUM TERM SR NTS 5.574% 6032 6133 271341 275363 0 0 INVESCO QQQ TR UNIT SER 1 AT COST 59528 92961 ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF AT COST 46955 66950 ISHARES TR RUSSELL 1000 VALUE AT COST 38141 146907 ISHARE TR S&P 100 ETF AT COST 46140 55177 ISHARES TR S&P 500 GROWTH INDX AT COST 31544 243850 ISHARES TR S&P MIDCAP 400 GROWTH AT COST 4195 30658 ISHARES TR S & P MIDCAP 400 VALUE AT COST 3262 18931 ISHARES TR S & P SMALLCAP 600 GROWTH AT COST 4411 31285 JP MORGAN EXCHANGE TRADED FD TRUS QUALITY FACTOR ETF AT COST 52720 65377 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF AT COST 47219 60210 COMPUTER 1715 1715 0 0 HP COMPUTER 1620 1620 0 0 PRINTER 350 350 0 0 HP COMPUTER 990 990 0 0 HP ENVY COMPUTER 1306 1306 0 0 LEGAL FEES 67 0 0 INSURANCE 104 0 0 PROGRAM DIRECTOR/BOOKKEEPING/ADMIN EXP 9108 0 0 SHIPPING AND PO BOX RENTAL 6174 0 0 SUPPLIES 22588 0 0 WEBSITES 933 0 0 BANK FEES 2519 0 0 INVESTMENT MANAGEMENT FEES 3350 3350 0 CA REGISTRATION AND RENEWAL 25 0 0 EXCISE TAXES ON INVESTMENT INCOME 256 0 0 FOREIGN TAXES PAID ON DIVIDENDS 115 0 0