2024-05-15T15:29:26-07:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 476261291 The Leightman Maxey Foundation LEIG 5417349322 PO Box 907 Medford OR 97501 Dee Ann Harris Trustee 2024-05-15 false Dee Ann Harris 999009999 true Erik Satow P01410341 4159830200 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 5736983 X X 951 951 150849 150849 20834 1714695 20834 172634 172634 150671 150671 8197 8197 3305 3305 55638 55138 500 603 603 2232 2232 7312 50 7262 227958 55188 172770 134643 138143 362601 55188 310913 -189967 117446 123731 52777 52777 486836 145219 145219 355500 358686 358686 4592697 5177301 5177301 3000 3000 3000 3000 5561764 5736983 5736983 28500 25000 28500 25000 X 5533264 5711983 5533264 5711983 5561764 5736983 5533264 -189967 368686 5711983 5711983 Sales of Publicly Traded Securities P 2000-01-01 2022-12-31 1714695 1693861 20834 20834 20834 1632 1632 1632 3275 3275 X 1643 1643 false false false false false false false true true OR true false false false false true www.leightmanmaxey.org Dee Ann Harris 5417349322 PO Box 907 Medford OR 97501 false false false true true false false false false false false false false false false false false false false false false false Dee Ann Harris PO Box 907 Medford OR 97501 Trustee 40.00 98711 51960 NONE Blue Rock Financial Services 16 North Riverside Suite 202 Medford OR 97501 Investment Mgmt 55138 5499822 42473 0 5542295 0 5542295 83134 5459161 272958 272958 1632 1632 271326 271326 271326 310913 310913 271326 72139 310913 72139 0 238774 32552 Dee Ann Harris PO Box 907 Medford OR 97501 5417349322 See Statement 13 See Statement 13 See Statement 13 Consumer Credit Counseling Svc of S 820 Crater Lake Avenue 202 Medford OR 97504 N/A PC General Operating 15000 Rogue Farm Corps PO Box 533 Ashland OR 97520 N/A PC Regenerative Farming Fellowship 8000 Access Inc PO Box 4666 Medford OR 97501 N/A PC Off-Site Cooking Classes 5000 Rogue Valley Farm to School PO Box 898 Ashland OR 97520 N/A PC General Operating 12500 United Way of Jackson County 60 Hawthorne Street Medford OR 97504 N/A PC Take 5 Volunteer Training 2200 Compass House 37 North Ivy Medford OR 97501 N/A PC A Holistic Approach to Employment,Education, and Wellness 12500 College Dreams Inc PO Box 1407 Grants Pass OR 97528 N/A PC BOSS - Business Opportunities forStudent Success 15000 Options for Homeless Residents - As PO Box 1133 Ashland OR 97520 N/A PC General Operating 8000 Rogue Retreat 711 East Main St 25 Medford OR 97504 N/A PC Workforce Development and through theKelly Shelter Kitchen 14943 Rogue Valley Family YMCA 522 West 6th Street Medford OR 97501 N/A PC The YMCA Nutrition Enhancement 10000 The Crest at Willow-Witt 658 Shale City Road Ashland OR 97520 N/A PC Salary Support for the EducationCoordinator - General Operating 10000 Golden Rule ReEntry 2305 Ashland St C-350 Ashland OR 97520 N/A PC General Operating 15000 A Greater Applegate 7380 Highway 238 Jacksonville OR 97530 N/A PC General Operating 5000 Talent Maker City 304 E Main St Talent OR 97540 N/A PC General Operating 5000 138143 Compass House 37 North Ivy Medford OR 97501 N/A PC A Holistic Approach to Employment,Education, and Wellness 15000 College Dreams Inc PO Box 1407 Grants Pass OR 97528 N/A PC BOSS - Business Opportunities forStudent Success 10000 25000 14 951 14 150849 14 20834 172634 172634 false false false false false false false false false false Accounting Fees 3305 0 0 3305 Dee Ann Harris Compensation as a Key Employee, not as a Board Member Wells Fargo & Co, 300 Sh 358686 358686 145219 145219 Primecap Odyssey Aggr, 10,551.892 Sh FMV 478141 478141 Wasatch Intl Growth Fd, 730.205 Sh FMV 52468 52468 Hennessy Japan Small Cap, 12,526.038 Sh FMV 205803 205803 Alps Funds, 20,806.183 Sh FMV 262158 262158 Driehaus Fds Emrg Mkt, 8,456.374 Sh FMV 160756 160756 iShares Trust US Med, 3,000 Sh FMV 102543 102543 Vanguard Lg Cap, 2,000 Sh FMV 436300 436300 Schwab Strategic Trust, 2,000 Sh FMV 152260 152260 Vanguard 500 Value Indx, 1,000 Sh FMV 167960 167960 Select Sector SPDR TR, 2,000 Sh FMV 167680 167680 Victory Port II, 2,000 Sh FMV 242791 242791 iShares Trust Tr Bd ETF, 1,000 Sh FMV 107490 107490 Vanguard Strm Infpro, 5,000 Sh FMV 189960 189960 Cash & Alternatives FMV 47186 47186 ISHARES 0 TO 3 MNTH FMV 601620 601620 ISHARES 1-3 YEAR lREASRY FMV 82040 82040 ISHARES 20 PLS YEAR FMV 197760 197760 ISHARES 7-10 YEAR FMV 96390 96390 PACER US CASH CONS 100 FMV 155970 155970 PACER US SMAll CAP CASH FMV 96060 96060 PIMCO ENHANCED SHRT FMV 99790 99790 PIMCO 25YR ZERO CUPN US FMV 383985 383985 VANGUARD GROWTH ETF FMV 310880 310880 VANGUARDVALUEETF FMV 149500 149500 ARK INNOVATION ETF FMV 157110 157110 ISHARES BROAD USD HG YLD FMV 72700 72700 Land 3000 3000 3000 Bank Fees 50 50 Bookkeeping 780 780 Insurance 1331 1331 Membership Dues 815 815 Misc. Operating Expenses 349 349 Payroll Service 1400 1400 Postage & Delivery 501 501 Resource 132 132 Sponsorship 1000 1000 Supplies 231 231 Technology 408 408 Telephone 315 315 Investment Management Fees 55138 55138 0 0 Other Professional Fees 500 0 0 500 Oregon Tax 603 603