2024-03-25T12:19:50-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990PF 2023-01-01 262020553 STORMS FAMILY FOUNDATION STOR 5032275174 1085 NE PURCELL BLVD 3 BEND OR 97701 ANNA STORMS INGRAM TREASURER 5032275174 2024-03-25 ANNA STORMS INGRAM 999009999 0 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 4908123 X X 117604 117604 733625 4066260 733625 851229 851229 110100 22020 88080 552 0 552 4418 0 4418 21636 21636 0 16679 1335 0 5289 0 5289 8028 344 7684 166702 45335 106023 897500 897500 1064202 45335 1003523 -212973 805894 152110 67087 67087 142106 149780 149780 394165 1350097 1366924 2232505 954306 1678150 381001 1419476 1440733 1049141 197309 205449 4351028 4138055 4908123 0 0 X 4351028 4138055 4351028 4138055 4351028 4138055 4351028 -212973 0 4138055 0 4138055 PUBLICLY TRADED SECURITIES P 4066260 3332635 733625 733625 733625 11202 0 11202 0 11202 23464 0 0 0 23464 0 12262 12262 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.STORMSFAMILYFOUNDATION.ORG ANNA STORMS INGRAM 5032275174 1085 NE PURCELL BLVD 3 BEND OR 97701 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE STORMS MILLIS 1085 NE PURCELL BLVD 3 BEND OR 97701 PRESIDENT 20.00 36000 0 840 ANNA STORMS INGRAM 1085 NE PURCELL BLVD 3 BEND OR 97701 TREASURER 20.00 36000 0 840 ROSEMARY STORMS MONTGOMERY 1085 NE PURCELL BLVD 3 BEND OR 97701 SECRETARY 10.00 36000 0 420 NONE 0 NONE 0 0 4623245 222630 0 4845875 0 0 4845875 72688 4773187 238659 238659 11202 11202 227457 0 227457 0 227457 1003523 0 1003523 227457 0 0 281017 1563201 358742 1559429 584097 4346486 1003523 0 0 0 227457 776066 0 0 5122552 0 0 0 0 0 0 281017 4841535 1563201 358742 1559429 584097 776066 STORMS FAMILY FOUNDATION 1085 NE PURCELL BLVD 3 BEND OR 97701 5032275174 APPLICATIONS ARE AVAILABLE AT THE FOUNDATION'S WEBSITE: WWW.STORMSFAMILYFOUNDATION.ORG. DETAILS ARE AVAILABLE AT WWW.STORMSFAMILYFOUNDATION.ORG. DETAILS ARE AVAILABLE AT WWW.STORMSFAMILYFOUNDATION.ORG. EUGENE FAMILY YMCA 600 EAST 24TH AVENUE EUGENE OR 97405 PC CAPITAL CAMPAIGN PAYMENT 1 OF 2 50000 OHSU FOUNDATION 3183 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 PC EXPAND & SUSTAIN PROGRAM, RELY PROGRAM, AND DEPOSIT TO DORIS & MARK STORMS ENDOWMENT 512500 PROVIDENCE PORTLAND MEDICAL FOUNDATION 540 SOUTH MAIN STREET MT ANGEL OR 97362 PC PALLIATIVE CARE PROGRAM 35000 THE SHEDD INSTITUTE 868 HIGH STREET EUGENE OR 97401 PC LIBRARY CAPITAL CAMPAIGN PAYMENT 1 OF 5 300000 897500 EUGENE FAMILY YMCA 600 EAST 24TH AVENUE EUGENE OR 97405 PC PAYMENT 2 OF 2 50000 THE SHEDD INSTITUTE 868 HIGH STREET EUGENE OR 97401 PC PAYMENTS 2 THROUGH 5 1200000 1250000 14 117604 18 733625 0 851229 0 851229 0 0 0 0 0 0 0 0 0 0 GARY MCGEE & CO. LLP 4418 0 4418 AMERICAN TOWER CORP 53796 49929 MORGAN STANLEY 75014 73983 BANK OF AMERICA 71845 73024 AMERICAN EXPRESS 76915 78150 COMCAST CORP 76027 73951 WELLS FARGO & CO. 90226 92332 STARBUCKS CORP 69727 72255 GOLDMAN SACHS INT 86946 89428 BIOGEN INC 69963 72490 THE WALT DISNEY 64065 66766 AMGEN INC. 65503 68632 LOWE'S COMPANIES 67585 70120 UNITEDHEALTH GRO 76773 79276 VERIZON COMMUNICA 93543 91610 JPMORGAN CHASE 93621 95883 INTEL CORP 79136 73288 THE HOME DEPOT 72219 74304 ABBVIE INC. 67569 71460 MCDONALDS CORP 69003 73852 ABBOTT LABORATORIES 26039 22564 ABBVIE 9444 20921 AIRBUS SE 3804 4628 ALPHABET INC 15723 112450 AMAZON.COM INC 13991 23551 AMERICAN INTL GROUP 18110 20325 APA CORP 27508 26013 APPLE INC 27871 135734 AUTONATION INC 13045 26282 AXA SA 2826 3595 BARCLAYS PLC 2341 1812 BHP GROUP LTD 3582 3416 BROADCOM INC 8319 33488 BROWN & BROWN INC 15623 17066 CANADIAN NATURAL RES 1843 3931 CENCORA INC 11468 15404 CHEVRON CORP 13764 23120 COMCAST CORP 32508 35080 CRH PUBLIC LIMITED CO F 5425 6224 CROWDSTRIKE HLDGS INC 13521 28085 DASSAULT SYSTEM 4964 5392 DBS GROUP HOLDINGS ADR 3500 6076 ENTERGY CORP 14750 25803 FERGUSON PLC NEW 3428 7530 FORTIVE CORP DISC 39619 46387 GE HEALTHCARE TECHNOLOGIES 13088 13144 HOME DEPOT INC 2369 24259 HONEYWELL INTL INC 29140 42991 HOYA CORP 3142 6849 ING GROEP ADR REP 2250 3455 JOHNSON & JOHNSON 35928 32915 JPMORGAN CHASE & CO 28059 46778 L OREAL SA 2441 3479 LKQ CORP 13224 14815 LOCKHEED MARTIN CORP 19404 20396 MAGNA INTL INC 6944 5908 MCDONALDS CORP 22313 25203 MICROSOFT CORP 18000 154176 MONSTER BEVERAGE CORP 12590 16131 MOTOROLA SOLUTIONS 12224 21916 NOVO-NORDISK AS 2630 11379 NVIDIA CORP 54484 62893 NXP SEMICONDUCTORS 2293 5742 ORIX CORP 5390 6537 PALO ALTO NETWORKS 21965 34501 PARKER-HANNIFIN CORP 30257 55284 PPG INDUSTRIES INC 17185 19442 PROCTER & GAMBLE 41724 43229 RECKITT BENCKISER GROUP 4797 4946 ROCHE HLDG LTD 3569 5435 RWE AG ORD 3554 5468 SAP SE 2395 3092 SCHLUMBERGER LTD 5601 12490 SERVICE NOW INC 18401 23314 SHIN ETSU CHEMICAL 3338 6688 SONY GROUP CORPORATION 1984 6155 SSE PLC 3460 4083 STATE STREET CORP 19019 20140 STRYKER CORP 21629 23957 SUMITOMO MITSUI FINL 4458 4453 TECHNIPFMC LTD 594 1611 THALES SA 5305 6793 THERMO FISHER SCNTFC 10224 35032 TJX COMPANIES INC 21339 30019 TORONTO DOMINION 1519 2585 TOTALENERGIES SE 3495 4717 UNITED HEALTH GRP INC 4949 27903 UNIVERSAL MUSIC GROUP 5279 6288 VISA INC 30342 49467 VOYA FINL INC 8632 10944 WAL-MART DE MEXICO SAF 6382 7177 WALMART INC 26826 32318 ZOETIS INC 7155 16776 1350097 1366924 0 0 ISHARES MSCI EAFE SMALL AT COST 10840 11761 ISHARES MSCI EMERGING AT COST 14486 16346 HARDING LOEVNER INSTL EM AT COST 32919 35624 JPMORGAN US SMALL COMPAN AT COST 51996 61148 VERSUS CAP MULTI MNGR AT COST 55786 53569 AVALONBAY CMNTYS INC AT COST 19681 17786 CROWN CASTLE INC AT COST 11601 9215 DUFFY KEKEL LLP 552 0 552 INSURANCE 4200 0 4200 MISCELLANEOUS 1632 0 1632 OREGON DEPARTMENT OF JUSTICE REGISTRATION FEE 735 0 735 MAILING 577 0 577 OFFICE SUPPLIES 440 0 440 ADR PASSTHROUGH FEES ON INVESTMENTS 344 344 0 ANNUAL REPORT FEE - OR SEC OF STATE 100 0 100 FERGUSON WELLMAN INVESTMENT FEES 21636 21636 0 FOREIGN TAX ON DIVIDENDS 1335 1335 0 IRS EXCISE TAXES 15344 0 0