2024-10-28T10:15:22-05:00 2023-12-31 911741928 VON HARTEN & COMPANY INC PS 2101 4TH AVENUE SUITE 930 SEATTLE WA 98121 990PF 2023-01-01 931277040 MARLENE K SAPINSLEY PRIVATE FOUNDATION MARL 5039369424 1475 CHANDLER ROAD LAKE OSWEGO OR 97034 LISI MCCARTHY PRESIDENT AND TREASURER 5039369424 2024-10-22 1 1 ELIZABETH C HEDLUND CPA P00173862 2064439017 2024-10-22 2023 2024-10-15 13:58:12Z X 623540 X X 957 957 15984 15984 -4367 84369 0 12574 16941 0 0 0 3750 2813 937 202 202 0 2506 2373 133 6458 5388 1070 33357 33357 39815 5388 34427 -27241 11553 5656 7166 7166 31444 42452 42452 24607 48075 48693 565919 502183 524574 146 655 655 627772 600531 623540 0 0 X 627772 600531 0 0 0 0 627772 600531 627772 600531 627772 -27241 0 600531 0 600531 PUBLICLY TRADED SECURITIES 84369 88736 -4367 -4367 -4367 161 0 161 0 161 1052 0 0 0 1052 0 891 891 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A - NONE THE FOUNDATION 5039369424 1475 CHANDLER ROAD LAKE OSWEGO OR 97034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISI MCCARTHY 1475 CHANDLER ROAD LAKE OSWEGO OR 97034 DIRECTOR, PRESIDENT AND TREASURER 1.00 0 0 0 ED SAPINSLEY C/O LISI MCCARTHY 1475 CHANDLER ROAD LAKE OSWEGO OR 97034 DIRECTOR 0.10 0 0 0 BETH DANA C/O LISI MCCARTHY 1475 CHANDLER ROAD LAKE OSWEGO OR 97034 DIRECTOR, VICE PRESIDENT AND SECRETARY 0.10 0 0 0 NONE 0 NONE 0 0 567878 27894 655 596427 0 0 596427 8946 587481 29374 29374 161 161 29213 0 29213 0 29213 34427 0 34427 29213 30454 0 0 34427 30454 0 0 3973 0 0 0 0 0 0 0 0 25240 0 0 0 X ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 N/A - NONE PC GENERAL SUPPORT 1000 BLANCHET HOUSE 310 NW GLISAN STREET PORTLAND OR 97209 N/A - NONE PC GENERAL SSUPPORT 2000 CASCADIA BEHAVIORAL HEALTHCARE PO BOX 8459 PORTLAND OR 97207 N/A - NONE PC GENERAL SUPPORT 1000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A - NONE PC GENERAL SUPPORT 2000 EARTHJUSTICE 50 CALIFORNIA STREET 500 SAN FRANCISCO CA 94111 N/A - NONE PC GENERAL SUPPORT 2000 ENVIRONMENTAL WORKING GROUP 1436 U STREET NW 100 WASHINGTON DC 20009 N/A - NONE PC GENERAL SUPPORT 2000 EQUAL JUSTICE INSTITUTE 122 COMMERCE STREET MONTGOMERY AL 36104 N/A - NONE PC GENERAL SUPPORT 2000 EUGENE MASONIC CEMETERY ASSOCIATION PO BOX 5934 EUGENE OR 97405 N/A - NONE PC GENERAL SUPPORT 2357 FOOD & WATER WATCH 1616 P STREET NW 300 WASHINGTON DC 20036 N/A - NONE PC GENERAL SUPPORT 2000 HYGIENE 4 ALL 1327 SE TACOMA STREET PORTLAND OR 97202 N/A - NONE PC GENERAL SUPPORT 1000 MADRE 121 W 27TH STREET 301 NEW YORK NY 10001 N/A - NONE PC GENERAL SUPPORT 2000 MEMPHIS CHILD ADVOCACY CENTER 1085 POPLAR AVENUE MEMPHIS TN 38105 N/A - NONE PC GENERAL SUPPORT 1000 MENTAL HEALTH AMERICA 500 MONTGOMERY STREET 820 ALEXANDRIA VA 22314 N/A - NONE PC GENERAL SUPPORT 1000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH STREET NEW YORK NY 10011 N/A - NONE PC GENERAL SUPPORT 2000 NORTH BY NORTHEAST COMMUNITY HEALTH CENTER 714 NE ALBERTA STREET PORTLAND OR 97211 N/A - NONE PC GENERAL SUPPORT 1000 OREGON ENVIRONMENTAL COUNCIL 222 NW DAVIS STREET 309 PORTLAND OR 97209 N/A - NONE PC GENERAL SUPPORT 3000 PLANET PROTECTORS 14 W GUTIERREZ STREET SANTA BARBARA CA 93101 N/A - NONE PC GENERAL SUPPORT 1000 PROJECT DRAWDOWN 3450 SACRAMENTO STREET 506 SAN FRANCISCO CA 94118 N/A - NONE PC GENERAL SUPPORT 1000 THE ASHER HOUSE PO BOX 2159 ESTACADA OR 97023 N/A - NONE PC GENERAL SUPPORT 1000 THE SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A - NONE PC GENERAL SUPPORT 2000 VIOLENCE POLICY CENTER 805 15TH STREET NW 601 WASHINGTON DC 20005 N/A - NONE PC GENERAL SUPPORT 1000 33357 0 14 957 14 15984 18 -4367 0 12574 0 12574 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEES 3750 2813 937 48075 48693 0 0 BAIRD INTERMEDIATE BOND FUND AT COST 145989 128893 DOUBLELINE TOTAL RETURN BOND FUND AT COST 51684 42656 INVESCO S&P 500 EQUAL WEIGHT ETF AT COST 43666 55703 ISHARES CORE S&P 500 ETF AT COST 110793 143767 ISHARES CORE S&P MID-CAP ETF AT COST 19148 23003 ISHARES CORE S&P SMALL-CAP ETF AT COST 18037 21001 SPDR BLOOMBERG INVT GRADE FLT RATE ETF AT COST 30046 29978 VANGUARD FTSE DEV MKTS ETF AT COST 54185 56187 VANGUARD FTSE EMERGING MKTS ETF AT COST 28635 23386 INCOME REPORTED ON TAX RETURN NOT YET RECEIVED 146 655 655 INVESTMENT AGENCY FEES 2373 2373 0 STATE REGISTRATION FEES 133 0 133 FOREIGN TAX PAID 202 202 0