2024-05-14T16:27:39-07:00 2023-12-31 823042390 McKenzie Duncan Johns CPAs LLC 290 SW Hill Road McMinnville OR 97128 990PF 2023-01-01 470932189 Hillside Foundation HILL 9712612162 900 NW Hill Road McMinnville OR 97128 Jim Givens President 2024-05-14 true Jim Givens 999009999 true Michael G McKenzie P00011525 5034343121 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1472085 X 54762 X 43944 43944 43944 21611 64102 21611 120317 65555 43944 500 1880 1158 10350 1000 13888 0 1000 74350 74350 88238 0 75350 32079 65555 43944 146650 104707 104707 116051 116994 288815 269498 707489 618164 595452 542895 800 800 1053629 1085708 1472085 0 X 1053629 1085708 1053629 1085708 1053629 1085708 1053629 32079 1085708 1085708 2 Automatic Data Processing P 2010-10-28 2023-09-12 495 78 417 417 2022.245 BlackRock Multi Asset P 2018-09-27 2023-01-13 20000 22712 -2712 -2712 20 Bristol-Myers Squibbco P 2008-10-08 2023-11-30 981 382 599 599 368.460 DFA Emerging Market P 2006-05-09 2023-01-13 9970 9251 719 719 82. IShares Core S&P 500 ETF IVV146 P 2005-09-01 2023-01-13 32656 10068 22588 22588 21611 911 911 911 X 53 964 0 false false false false false false false true true OR true true true false false true N/A Fred Koudele 9717065115 1098 Hillside Parkway McMinnville OR 97128 false false false false false false false false false false false false false false false false false false false false false false Judy Meyers 738 Meadowood Circle McMinnville OR 97128 Secretary 2.00 0 Gary Rueter 11950 NW Fox Ridge Road McMinnville OR 97128 Vice President 4.00 0 Jim Givens 775 NW Meadowood Circle McMinnville OR 97128 President 4.00 0 Fred Koudele 1098 Hillside Parkway McMinnville OR 97128 Treasurer 5.00 0 NONE NONE Scholarship grants to Chemeketa College, George Fox University and Linfield College for students in training as nurses. 39000 Grants to Yamhill Community Action Partnership 6000 Give a Little Foundation 16000 Willamette Valley Cancer Foundation 11000 1361089 0 0 1361089 0 1361089 20416 1340673 67034 X 75350 75350 X 43944 36425 38684 21256 140309 37352 30961 32881 18068 119262 75350 69850 83200 85419 313819 75350 69850 83200 85419 313819 1472086 1325264 1559645 1409657 5766652 1472086 1325264 1559645 1409657 5766652 0 X Chemeketa Community College PO Box 14007 Salem OR 97309 501(c)(3) College Scholarships 15000 George Fox University 414 N Meridian Street Newberg OR 97132 501(c)(3) College Scholarships 11000 Linfield College 900 SE Baker Street McMinnville OR 97128 501(c)(3) College Scholarships 12000 Willamette Valley Cancer Center 2700 Stratus Ave Suite A McMinnville OR 97128 501(c)(3) Financial assistance for cancer patients and families 11000 Yamhill County Action Partnership PO Box 621 McMinnville OR 97128 501(c)(3) Capital improvements and food and financial assistance to elderly residents in Yamhill County: staff training. 6000 Give a Little Foundation PO Box 232 McMinnville OR 97128 501(c)(3) Support 16000 Hillside Scholarships 300 Hillside Park Way McMinnville OR 97128 501(c)(3) Resident Assistance 2350 Linfield College - Endowment Schol 900 SE BakerSt McMinnville OR 97128 501(c)3 College Scholarship 1000 74350 43944 21611 Non-dividend distribution 65555 65555 3411 The interest and dividend income derived from checking accounts and investment portfolio made it possible to fulfill the charitable purposes identified in the Foundations's articles of incorporation including scholarship grants to institutions for students in training as nurses, assistance to cancer patients and their families (through the Willamette Valley Cancer Center Foundation), capital improvements for Yamhill County Action Partnership (YCAP) enabling it to serve the community with its Food Bank and other services to elderly persons who need financial assistance. false false false false false false false false false false Tax preparation 500 0 0 0 Vanguard Total Bond Market Signal 148940 142066 Vanguard Inflation Protected Securities 9299 8880 Vanguard Interm Trm Invest GR Admiral 155000 131101 Vanguard Short-term Infl Prot Sec Admira 60000 59008 Pimco Income Fund Institutional Fund 39006 35671 Blackrock Multi-Asset Income Instl. 80207 71345 Vanguard Total Interntl Bond Index Adm 40000 36155 Vanguard Short Term Invmt Grade Adm 63000 58669 IShares TR S&P Index Fund 104747 429867 DFA Emerging Markets 28753 31529 Vanguard Total Intl. Stock Index Fund 118000 173911 Vanguard Small Cap. Index Trust 17998 72182 116051 116994 Miscellaneous 800 800 Activity Fees 130 Headwater Fees 7758 Headwater Transaction Costs 31 Insurance - General 250 Insurance D&O 1181 Resident Tech Class 1000 1000 Ralph Janet Litchfield 879 NW Meadowood Circle McMinnville OR 97128 Federal tax 1030 Foreign Taxes paid 495 Oregon Corporate Fee 100 Oregon Taxes CT-12 255