2024-04-29T19:37:48-04:00 2023-12-31 931101239 BRUCE P FREDERICK CPA PC 1 CENTERPOINTE DRIVE STE 170 LAKE OSWEGO OR 97035 990PF 2023-01-01 943064791 LEOTTA GORDON FOUNDATION LEOT 5039369176 1740 S CAREY LANE PORTLAND OR 972197973 PAUL DUDEN TRUSTEE 5039369176 2024-04-28 true PAUL DUDEN XXX-XX-XXXX true BRUCE P FREDERICK P00160774 5032271044 2024-04-29 2023 2023-04-26 12:10:37Z X 455740 X X 14657 14657 11459 79272 11459 26116 26116 1800 1800 4287 4287 356 356 22 22 6465 6465 0 60000 60000 66465 6465 60000 -40349 19651 8677 23058 23058 412728 357998 432682 421405 381056 455740 0 X 579118 579118 -157713 -198062 421405 381056 421405 381056 421405 -40349 381056 381056 ISHARES CORE US AGGREGATE BOND ETF P 2016-10-27 2023-04-21 6451 7225 -774 -774 VANGUARD CORE BOND FUND ADMIRAL P 2022-10-19 2023-04-21 6216 5933 283 283 DIMENSIONAL ETF TRUST EMGR CRE EQT M P 2022-10-19 2023-04-21 5294 4617 677 677 VANGUARD CORE BOND FUND ADMIRAL P 2022-10-31 2023-04-21 196 188 8 8 DIMENSIONAL ETF TRUST INTL CORE EQT P 2022-10-19 2023-04-21 22068 17510 4558 4558 VANGUARD CORE BOND FUND ADMIRAL P 2022-11-30 2023-04-21 187 185 2 2 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2017-05-08 2023-03-22 5611 6415 -804 -804 VANGUARD CORE BOND FUND ADMIRAL P 2022-12-22 2023-04-21 200 198 2 2 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2018-12-18 2023-03-22 1277 1413 -136 -136 VANGUARD CORE BOND FUND ADMIRAL P 2023-01-31 2023-04-21 184 184 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2021-12-15 2023-03-22 5 7 -2 -2 VANGUARD CORE BOND FUND ADMIRAL P 2023-02-28 2023-04-21 188 184 4 4 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2021-12-15 2023-03-22 238 332 -94 -94 VANGUARD CORE BOND FUND ADMIRAL P 2023-03-31 2023-04-21 196 197 -1 -1 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2021-12-15 2023-03-22 946 1321 -375 -375 VANGUARD SCOTTSDALE FDS VANGUARD SHO P 2016-10-27 2023-04-21 2362 2490 -128 -128 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2022-12-14 2023-03-22 1 1 VANGUARD INDEX FDS VANGUARD VALUE ET P 2015-01-20 2023-04-21 5882 3485 2397 2397 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2022-12-14 2023-03-22 115 125 -10 -10 VANGUARD INDEX FDS VANGUARD GROWTH E P 2013-07-24 2023-04-21 5709 1892 3817 3817 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2022-12-14 2023-03-22 328 355 -27 -27 DIMENSIONAL ETF TRUST GLOBAL REAL ES P 2023-03-22 2023-04-21 8663 8231 432 432 DFA US LARGE CAP VALUE PRTF INSTL P 2021-12-15 2023-04-21 53 57 -4 -4 DFA US LARGE CAP VALUE PRTF INSTL P 2022-03-30 2023-04-21 158 163 -5 -5 ISHARES TR MSCI USA QLT FCT P 2022-10-19 2023-04-21 5981 5105 876 876 11459 6804 273 273 273 273 false false false false false false false true true true false false false false true NONE PAUL DUDEN 5039369176 1740 S CAREY LANE PORTLAND OR 972197973 false false false false false false false false false false false false false false false false false false false false PAUL DUDEN 1740 S CAREY LANE PORTLAND OR 972197973 TRUSTEE 1.00 0 0 0 JAMES CRUMPACKER 2107 S GREENWOOD PORTLAND OR 97219 TRUSTEE 1.00 0 0 0 NONE NONE N/A 437766 15868 0 453634 453634 6805 446829 22341 22341 273 273 22068 22068 22068 60000 60000 22068 15533 33739 49272 60000 22068 37932 87204 0 87204 15533 33739 37932 PAUL R DUDEN 1740 S CAREY LANE PORTLAND OR 97219 5039369176 PDUDEN@GMAIL.COM APPLICATIONS MAY BE MADE BY LETTER AND SHALL CONTAIN SUFFICIENT INFORMATION TO SATISFY THE STANDARDS SET FORTH IN PART XV, LINE 2(D) BELOW. APPLICATIONS ARE ACCEPTED AT ANY TIME. AWARDS SHALL BE MADE TO CHARITABLE ORGANIZATIONS (OTHER THAN NON-OPERATING PRIVATE FOUNDATIONS) OR GOVERNMENT AGENCIES PROVIDING CHARITABLE, EDUCATIONAL, OR SCIENTIFIC SERVICES FOR THE BENEFIT OF CHILDREN OR ANIMALS. MANY NATIONS ACADEMY 5135 NE COLUMBIA BLVD PORTLAND OR 97218 NONE 501(C)(3) CHILDREN 10000 PORTLAND YOUTH BUILDERS 4816 SE 92ND AVENUE PORTLAND OR 97226 NONE 501(C)(3) CHILDREN 3000 KAIROSPDX 4915 N GANTENBEIN AVE PORTLAND OR 97217 NONE 501(C)(3) CHILDREN 20000 AMERICAN FRIENDS OF SMUS PO BOX 538202 ATLANTA GA 30353 NONE 501(C)(3) CHILDREN 2000 NW ASSOCIATION FOR BLIND ATHLETES PO BOX 61489 VANCOUVER WA 98666 NONE 501(C)(3) BLIND CHILDRENS SPORTS 2000 CASCADIA WILDLANDS PO BOX 10455 EUGENE OR 97440 NONE 501(C)(3) ANIMALS 4000 CHILDREN'S CENTER 1713 PENN LANE OREGON CITY OR 97045 NONE 501(C)(3) CHILDREN 3000 FRIENDLY HOUSE 2617 NW SAVIER STREET PORTLAND OR 97210 NONE 501(C)(3) CHILDREN 3000 THE CHILDREN'S COURSE 19825 RIVER ROAD GLADSTONE OR 97027 NONE 501(C)(3) CHILDREN 2000 ST ANDREW NATIVITY SCHOOL 4925 NE 9TH AVENUE PORTLAND OR 97211 NONE 501(C)(3) CHILDREN 3000 YMCA OF MARION COUNTY 685 COURT ST NE SALEM OR 97301 NONE 501(C)(3) CHILDREN 2000 CASA 1401 NE 68TH AVE PORTLAND OR 97213 NONE 501(C)(3) CHILDREN 2000 GIRLS INC OF PACIFIC NW 4800 S MACADAM AVE 309 PORTLAND OR 97239 NONE 501(C)(3) CHILDREN 2000 YOUTH VILLAGES 5331 S MACADAM AVE 267 PORTLAND OR 97239 NONE 501(C)(3) CHILDREN 2000 60000 14 14657 18 11459 26116 26116 false false false false false false false false false false ACCOUNTANT 1800 1800 DFA GLOBAL REAL ESTATE SEC PORT DFA US SMALL CAP VALUE PRTF INST 17168 20787 DFA US LARGE CAP VALUE PRTF INST 16824 20379 DFA WORLD EX US GOVT FIXED INC 22772 24200 VANGUARD CORE BOND FUND ADM 54518 56926 DFA INTERNATIONAL CORE EQUITY 52070 68049 DFA EMERGING MRKTS CORE EQU PORTF 21472 26015 ISHARES TR MCSI USA QLT FCT 20950 28986 VANGUARD INDEX FDS GROWTH 8145 30777 VANGUARD INDEX FDS VANGUARD VALUE 21823 39318 VANGUARD SMALL-CAP INDEX 8614 10453 ISHARES CORE US AGG BOND ETF 61730 55282 ISHARES 0-5 YEAR TIPS BOND ETF 26007 26520 VANGUARD SCOTTSDALE FDS ST CORP BD 25905 24990 EXPENSES OTHER 22 22 FIDELITY XXX-XX-XXXX 4287 4287 SECTION 4940 TAX 62 62 CT-12 FEE 62 62 FOREIGN TAXES 232 232