2025-11-05T16:42:04-05:00 2024-12-31 930819646 JONES & ROTH PC 6723 NE BENNETT ST STE 220 HILLSBORO OR 97124 990PF 2024-01-01 680517512 LEUPOLD & STEVENS FOUNDATION LEUP 5034220177 PO BOX 688 BEAVERTON OR 97075 ALEXANDRA BURTON TREASURER 5034220177 2025-10-27 true false JAMIE L ZOLEZZI P00912784 5036480521 2025-10-27 2024 2025-03-06 01:10:19Z X 2868512 X 285000 23 23 51827 51827 143901 143901 143901 480751 195751 8000 4000 4000 506 8506 4000 4000 423820 423820 432326 4000 427820 48425 191751 195676 48370 48370 751 754 754 1437113 1596263 2110911 739752 776330 708477 2373292 2421717 2868512 0 X 2373292 2421717 2373292 2421717 2373292 2421717 2373292 48425 2421717 2421717 SCHWAB - ST CAP GAIN DISTRIBUTION P 7392 7392 7392 SCHWAB - LT CAP GAIN DISTRIBUTION P 136509 136509 136509 143901 7392 2665 2665 2665 X 149 2814 false false false false false false false true true true false false false false true HTTPS://WWW.LEUPOLD.COM ALEXANDRA BURTON 5034220177 PO BOX 688 BEAVERTON OR 97075 false false false false false false false false false false false false false false false false false false false false AMY VAN DITTI PO BOX 688 BEAVERTON OR 97075 SECRETERY 000.00 0 0 0 MICHAEL SLACK PO BOX 688 BEAVERTON OR 97075 PRESIDENT 000.00 0 0 0 ALEXANDRA BURTON PO BOX 688 BEAVERTON OR 97075 TREASURER 000.00 0 0 0 NONE NONE N/A 2594002 235449 0 2829451 2829451 42442 2787009 139350 139350 2665 2665 136685 136685 136685 427820 427820 136685 273260 273260 427820 136685 291135 564395 0 564395 273260 291135 X AUDUBON SOCIETY OF PORTLAND 5151 NW CORNELL RD PORTLAND OR 97210 NA PC EDUCATION 11854 BOYS & GIRLS CLUB - CORVALLIS 1112 NW CIRCLE BLVD CORVALLIS OR 97330 NA PC EDUCATION 12104 CENTER OF DESIGN FOR AN AGING SOCIE 3933 NE ROYAL CT PORTLAND OR 97232 NA PC EDUCATION 6000 CENTRAL CITY CONCERN (CCC) 232 NW 6TH PORTLAND OR 97209 NA PC HEALTH & HUMAN SERVICES 8530 DESCHUTES LAND TRUST 210 NW IRVING AVE BEND OR 97701 NA PC ENVIRONMENTAL 8425 DUCKS UNLIMITED - PORTLAND PROJECTS 4529 NE BROADWAY PORTLAND OR 97213 NA PC ENVIRONMENTAL 17100 DUCKS UNLIMITED - PORTLAND PROJECTS 4529 NE BROADWAY PORTLAND OR 97213 NA PC ENVIRONMENTAL 5000 ELITE SPORTS ACADEMY 569 SE VALERIA VIEW DR PORTLAND OR 97225 NA PC HEALTH & HUMAN SERVICES 14500 ELITE SPORTS ACADEMY 569 SE VALERIA VIEW DR PORTLAND OR 97225 NA PC HEALTH & HUMAN SERVICES 89500 FRIENDS OF METOLIUS PO BOX 101 CAMP SHERMAN OR 97730 NA PC ENVIRONMENTAL 11100 FRIENDS OF PORTLAND MEMORY GARDEN 10401 SE BUSH PORTLAND OR 97266 NA PC HEALTH & HUMAN SERVICES 4560 FRIENDS OF TREES 3117 NE MLK BLVD PORTLAND OR 97212 NA PC ENVIRONMENTAL 7500 FRIENDS OF TYRON CREEK STATE PARK TYRON CREEK STATE PARK PORTLAND OR 97219 NA PC ENVIRONMENTAL 7175 HARNEY COUNTY ARTS IN EDUCATION FOU 842 EAST MADISON PORTLAND OR 97220 NA PC ARTS & CULTURE 8126 HIGH DESERT PARTNERSHIP 242 NW 20 SOUTH PORTLAND OR 97220 NA PC ENVIRONMENTAL 10250 HOLLA 14513 SE STARK ST PORTLAND OR 97233 NA PC EDUCATION 16354 NORTH COAST LAND CONSERVANCY 32825 RIPPET RD SEASIDE OR 97138 NA PC ENVIRONMENTAL 11175 NORTHEAST COMMUNITY CENTER 11630 SE 38TH AVE PORTLAND OR 97232 NA PC HEALTH & HUMAN SERVICES 10500 NORTHWEST FAMILY SERVICES 6200 SE KING RD PORTLAND OR 97222 NA PC HEALTH & HUMAN SERVICES 13250 OMSI 1945 SE WATER AVE PORTLAND OR 97218 NA PC EDUCATION 15770 OPAL CREEK ANCIENT FOREST CENTER 721 NW 9TH AVE PORTLAND OR 97209 NA PC ENVIRONMENTAL 5675 OREGON BALLET THEATER 1818 SE 6TH AVE PORTLAND OR 97217 NA PC ARTS & CULTURE 8272 OREGON DESERT LAND TRUST 2843 NW LOLO DR BEND OR 97703 NA PC ENVIRONMENTAL 15000 OREGON ENVIRONMENTAL COUNCIL 222 NW DAVIS PORTLAND OR 97209 NA PC ENVIRONMENTAL 5000 OREGON HUNTERS ASSOCIATION 301 CRATER LAKE STE C MEDFORD OR 97504 NA PC EDUCATION 16500 OREGON PUBLIC BROADCASTING 7140 SW MACADAM AVE PORTLAND OR 97218 NA PC ARTS & CULTURE 8252 OSU CENTER FOR FAMILY ENTERPRISE 201 BEXELL HALL CORVALLIS OR 97331 NA PC EDUCATION 4250 PATH HOME (PORTLAND HOMELESS FAM) 6220 SE 92ND PORTLAND OR 97266 NA PC HEALTH & HUMAN SERVICES 18500 PORTLAND CENTER STAGE 128 NW 11TH AVE PORTLAND OR 97209 NA PC ARTS & CULTURE 9502 PORTLAND YOUTH PHILHARMONIC 520 SE 6TH AVE PORTLAND OR 97204 NA PC ARTS & CULTURE 17856 RETURNING VETERANS PROJECT 833 SW MAIN PORTLAND OR 97214 NA PC HEALTH & HUMAN SERVICES 16730 WHEEL TO WALK PO BOX 20146 PORTLAND OR 97294 NA PC HEALTH & HUMAN SERVICES 9510 423820 14 23 14 51827 14 143901 195751 195751 false false false false false false false false false false X X 1 LEUPOLD & STEVENS INC 14400 NW GREENBRIER PARKWAY BEAVERTON OR 97006 285000 X EATONVANCE TTL RETURN BOND A (EBABX) 423167 380417 THOMPSON BOND (THOPX) 353163 328060 DODGE & COX STOCK I (DODGX) 594793 938990 SCHWAB SELECT LARGE CAP (LGILX) 1001470 1171921 EXPENSES INSURANCE CT-12 FEE ANNUAL REPORT 350 CHECKS 156 OCF - FOUNDATION GOVERNANCE 8000 4000 4000