2025-09-03T18:24:21-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990PF 2024-01-01 931269424 ANNA MAY FAMILY FOUNDATION ANNA 5418571040 1314-B CENTER DRIVE BOX 264 MEDFORD OR 97501 AMY BELKIN EXECUTIVE DIRECTOR 5416019915 2025-09-03 1 1 APRIL STITH P01245039 5418571040 2025-09-03 2024 2025-03-06 01:10:19Z X 3080675 X X 5 5 84417 84417 203099 803921 203099 287521 287521 61606 30803 30803 6601 3301 3300 11650 5825 5825 13163 13163 0 2049 2049 0 13127 0 12377 108196 55141 52305 126500 126500 234696 55141 178805 52825 232380 51186 110962 110962 6397 3573 3573 2808383 2803262 2966140 2865966 2917797 3080675 0 0 X 0 0 0 0 2865966 2917797 2865966 2917797 2865966 2917797 2865966 52825 5 2918796 999 2917797 PUBLICLY TRADED SECURITIES 796523 600822 195701 195701 CAPITAL GAINS DIVIDENDS P 7398 7398 7398 203099 3230 0 3230 0 3230 5851 0 0 0 5851 X 0 2621 2621 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A AMY BELKIN EXECUTIVE DIRECTOR 5418571040 1314-B CENTER DRIVE BOX 264 MEDFORD OR 97501 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMY BELKIN 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 EXECUTIVE DIRECTOR & SECRETARY 20.00 61606 0 0 BELLE SHEPHERD 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 PRESIDENT 0.50 0 0 0 CHARLEY BOLEN 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 VICE-PRESIDENT 0.50 0 0 0 APRIL STITH 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 TREASURER 0.50 0 0 0 JULIE BARRY 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 DIRECTOR 0.50 0 0 0 WILL BRAKE 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 DIRECTOR 0.50 0 0 0 POLLY WILLIAMS 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 DIRECTOR 0.50 0 0 0 AARON HOEFLING 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 DIRECTOR 0.50 0 0 0 NANCY MCKINNIS 1314-B CENTER DRIVE NO 264 MEDFORD OR 97501 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2955406 132878 0 3088284 0 0 3088284 46324 3041960 152098 152098 3230 3230 148868 0 148868 0 148868 178805 0 178805 148868 0 0 19554 45904 65458 178805 0 0 0 148868 29937 0 0 95395 0 0 0 0 0 0 0 95395 19554 45904 29937 AMY BELKIN 1314-B CENTER DRIVE BOX 264 MEDFORD OR 97501 5416019915 WRITTEN NONE DISTRIBUTIONS WILL BE MADE WHICH PRIMARILY BENEFIT OR HAVE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES WITHIN JACKSON, JOSEPHINE AND KLAMATH COUNTIES OF OREGON. SECONDARY CONSIDERATION WILL BE GIVEN TO THOSE THAT BENEFIT OR HAVE CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES WITHIN CURRY, LAKE, DOUGLAS, DESCHUTES AND COOS COUNTIES OF OREGON. ACCESS P O BOX 4666 MEDFORD OR 97501 PC FOOD DISTIBUTION TO THOSE IN NEED 2500 ALS ASSOCIATION OREGON AND SW WASHINGTON CHAPTER 700 NE MULTNOMAH ST 210 PORTLAND OR 97232 PC ALS FAMILY SUPPORT PROGRAM 2500 BOYS & GIRLS CLUB 203 S E 9TH STREET GRANTS PASS OR 97540 PC TRIPLE PLAY PROGRAM 3000 CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97504 PC 2024 MARY CURTIS AWARD 1000 CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97504 PC CREATING OPPORTUNITIES TO SERVE: VOLUNTEER RECRUITMENT AND BACKGROUND CHECKS 4500 COLLEGE DREAMS INC DBA PROJECT YOUTH PO BOX 1407 GRANTS PASS OR 97528 PC PROGRAM SUPPLIES 4000 COMMUNITY VOLUNTEER NETWORK 1 W MAIN ST STE 303 MEDFORD OR 97501 PC FOSTER GRANDPARENT PROGRAM OF SOUTHERN OREGON 3500 COMPASS HOUSE INC 332 W 6TH ST MEDFORD OR 97501 PC EMPLOYMENT PROGRAM 3500 GIRLS ON THE RUN OF GREATER OREGON 2337 NW YORK STREET SUITE 202E PORTLAND OR 97210 PC PROGRAM SUPPLIES 2500 HIV ALLIANCE 1195A CITY VIEW STREET EUGENE OR 97402 PC PROGRAM SUPPLIES 3000 HOPE EQUESTRIAN PO BOX 396 EAGLE POINT OR 97524 PC ADOPT A RIDER FUND 4500 JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM 2305 ASHLAND STREET C-418 ASHLAND OR 97520 PC SEXUAL ASSAULT ACUTE RESPONSE PROGRAM 8000 JACKSONVILLE COMMUNITY CENTER PO BOX 1435 JACKSONVILLE OR 97530 PC SCHOLARSHIP PROGRAM FUNDS 2000 KINDRED MATTERS PO BOX 466 SALEM OR 97308 PC SCHOLARSHIP FUNDS TO FOSTER FAMILIES IN JACKSON COUNTY. 2500 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97501 PC RESIDENT ESSENTIAL NEEDS FUNDS 1500 MEDFORD SCHOOL DISTRICT 549C 500 MONROE MEDFORD OR 97501 GOV EMERGENCY FUNDS FOR BASIC NEEDS/EMERGENCY GRANT 10000 MT ASHLAND ASSOCIATION PO BOX 220 ASHLAND OR 97520 PC PROGRAM SUPPLIES 5000 NATIONAL INVENTORS HALL OF FAME 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 PC SCHOLARSHIP PROGRAM FUNDS 2000 NEUROTHERAPEUTIC PEDIATRIC THERAPIES 113 N ELM STREET CANBY OR 97013 PC TRAINING SUPPORT 1500 OREGON CENTER FOR CREATIVE LEARNING 413 W MAIN ST MEDFORD OR 97501 PC MUSEUM GRANT 1500 REACH OUT AND READ NORTHWEST PO BOX 14461 PORTLAND OR 97293 PC PROGRAM SUPPLIES 2000 ROGUE COMMUNITY HEALTH 19 MYRTLE STREET MEDFORD OR 97504 PC EMERGENCY PRESCRIPTION MEDICATION ASSISTANCE/EMERGENCY GRANT 5000 ROGUE GALLERY & ART CENTER 40 SO BARTLETT MEDFORD OR 97501 PC ELEMENTARY SCHOOL ARTS OUTREACH PROGRAM 3000 ROGUE VALLEY COUNCIL OF GOVERNMENT 155 N 1ST STR CENTRAL POINT OR 97502 PC EMERGENCY FUND/EMERGENCY GRANT 5000 ROGUE VALLEY FAMILY YMCA 522 WEST SIXTH STREET MEDFORD OR 97501 PC FINANCIAL ASSISTANCE FOR CHILD CARE PROJECT 2500 ROGUE VALLEY MENTORING 2931 S PACIFIC HWY MEDFORD OR 97501 PC MENTORING SERVICES TO HELP STUDENTS IN AFTERMATH OF THE ALMEDA WILDFIRE 4000 ROGUE VALLEY SMART 670 SUPERIOR CT STE 108 MEDFORD OR 97504 PC RV SMART READING PROGRAM FOR CHILDREN IN ELEMENTARY SCHOOL 5000 ROGUE VALLEY SYMPHONY ASSOCIATION 1875 HWY 99N STE 7 ASHLAND OR 97520 PC LINK UP MUSIC INSTRUCTION PROGRAM IN THE SCHOOLS 1500 ROOTS AND WINGS CHILD DEVELOPMENT 3703 INTERNATIONAL WAY STE B MEDFORD OR 97504 PC EQUAL ACCESS FOR EARLY CHILDHOOD EDUCATION 2000 SALVATION ARMY 304 BEATTY MEDFORD OR 97501 PC HOPE HOUSE TRANSITIONAL SHELTER FOR HOMELESS MEN, WOMEN, CHILDREN (IN FAMILIES) 2000 SCIENCEWORKS HANDS-ON MUSEUM 1500 E MAIN ST ASHLAND OR 97520 PC RURAL OUTREACH 2000 ST VINCENT DE PAUL SOCIETY 2424 NORTH PACIFIC HWY MEDFORD OR 97501 PC EMERGENCY FUND/EMERGENCY GRANT 5000 TALENT MAKER CITY PO BOX 164 TALENT OR 97540 PC PROGRAM SUPPLIES 3000 THE CREST 658 SHALE CITY RD ASHLAND OR 97520 PC PROGRAM SUPPLIES 4500 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE ST MEDFORD OR 97504 PC BIG IDEA NEXT: FOCUSING ON STUDENTS WHO ARE NOT GOING TO GRADUATE 4500 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE ST MEDFORD OR 97504 PC EMERGENCY GRANT 5000 USTA PACIFIC NORTHWEST 9746 SW NIMBUS AVE BEAVERTON OR 97008 PC SCHOLARSHIP PROGAM FUNDS 2000 126500 0 14 5 14 84417 18 203099 0 287521 0 287521 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11650 5825 5825 AIR PROD & CHEMICAL INC 4233 5221 ALPHABET INC LC C 3250 7998 ALTRIA GROUP INC 2393 2876 APPLE INC 2058 7763 BERKSHIRE HATHAWAY INC NEW 2989 7252 BLACKROCK INC 3400 6151 BRUKER CORP 3099 3107 CHEVRON CORP 3029 2607 CHUBB LTD CHF 3248 3316 CHURCH & DWIGHT CO INC 2552 3037 DODGE & COX INCOME FUND CLASS I 468661 444523 DODGE & COX INTERNATIONAL STOCK FUND CLASS I 256863 238373 DODGE & COX STOCK FUND CLASS I 104908 110370 FEDEX CORP 2183 3376 FISERV INC 2744 5136 HOME DEPOT INC 2085 3890 JOHNSON & JOHNSON COM 2067 2025 JOHN HANCOCK INTL GROWTH 265136 253305 LOWES COMPANIES INC 626 2221 MARTIN MARIETTA MATERIALS INC 1699 3099 NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 2629 2288 NEWMARKET CORP 2493 3170 NORFOLK STHN CORP 3162 4459 O REILLY AUTOMOTIVE INC 1385 2372 OLD DOMINION FREIGHT LINES INC 1546 2117 PIMCO INCOME FUND CLASS I 286543 269559 PIMCO SHORT ASSET INVESTMENT FUND CLASS INST 142578 144009 PROGRESSIVE CORP OHIO 1313 5751 REPUBLIC SERVICES INC 2672 3621 SCHWAB CHARLES CORP NEW 2067 3775 STARBUCKS CORP 2983 2920 TE CONNECTIVITY PLC 3138 3002 TEXAS INSTRUMENTS 2406 3563 VANGUARD HIGH YIELD CORP FUND ADMIRAL 128612 121083 VANGUARD S&P 500 ETF 385450 497321 VANGUARD MID-CAP VALUE INDEX ADM 109292 121629 VANGUARD RUSSELL 1000 GROWTH ETF 214145 240276 VANGUARD SMALL CAP INDEX FUND ADMIRAL 77026 120935 VANGUARD INTERNATIONAL VALUE FUND 246525 245385 VISA INC CL A 1556 4741 FEDERATED HERMES GOVERNMENT GOVERNMENT OBLIGATIONS FUND 48518 48518 WASH SALE LOSSES DISALLOWED 999 OFFICE EXPENSE 3433 0 3433 OREGON ANNUAL FILING FEES 437 0 437 BANK SERVICE CHARGE 7 0 7 INSURANCE EXPENSE 750 0 0 GRANTMAKING PLATFORM CONTRACT 8500 0 8500 FEDERAL INCOME TAXES 5 ADVISORY FEES 13163 13163 0 FOREIGN TAX 2049 2049 0