2025-02-03T14:07:08-06:00 2024-08-31 930418710 DELAP LLP 5885 MEADOWS ROAD NO 200 LAKE OSWEGO OR 97035 990PF 2023-09-01 931191224 THE NICOLI FOUNDATION NICO 5036926080 2355 STATE STREET 101 SALEM OR 97301 DAVID P NICOLI PRESIDENT 5036926080 2025-02-03 1 1 MATTHEW J MATTECHECK CPA P01268191 5036974118 2025-02-03 2023 2025-03-06 01:10:19Z X X 1498559 X 65106 4 4 17662 17662 56701 412725 56701 372831 0 372831 512304 74367 372831 0 0 0 0 17176 0 0 0 213274 14716 198558 0 12091 0 705 0 3216 0 3216 0 128955 0 125507 0 374712 14716 327986 0 101117 101117 475829 14716 327986 101117 36475 59651 44845 406294 239097 239097 8705 8705 8705 931812 1250757 1250757 34903 34903 1338106 1498559 1498559 0 475 0 475 X 1338106 1498084 1338106 1498084 1338106 1498559 1338106 36475 123503 1498084 0 1498084 PUBLICLY TRADED SECURITIES 2023-07-27 2024-07-26 347624 323565 24059 24059 PUBLICLY TRADED SECURITIES 2016-09-02 2024-07-26 32106 32459 -353 -353 CAPITAL GAINS DIVIDENDS P 32995 32995 32995 56701 829 0 829 0 829 716 0 600 0 1316 0 487 487 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A DAVID P NICOLI 5036926080 2355 STATE STREET STE 101 SALEM OR 97301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID P NICOLI 2355 STATE STE STE 101 SALEM OR 97301 PRES/SEC 2.00 0 0 0 STEPHANIE NANNA 2355 STATE STE STE 101 SALEM OR 97301 VP 1.00 0 0 0 KRISTA BRITTON 2355 STATE STE STE 101 SALEM OR 97301 DIRECTOR 1.00 0 0 0 DAVID NICOLI JR 2355 STATE STE STE 101 SALEM OR 97301 DIRECTOR 1.00 0 0 0 DANIEL NICOLI 2355 STATE STE STE 101 SALEM OR 97301 DIRECTOR 1.00 0 0 0 NONE 0 MURCO PRODUCTIONS LLC 22415 SW MARTINAZZI AVE TUALATIN OR 97062 EVENT PLANNING AND PRODUCTION 100400 0 THE FOUNDATION OPERATES THE TIGARD FESTIVAL OF BALLOONS, A FAMILY ORIENTED COMMUNITY FESTIVAL STRUCTURED TO PROVIDE FUNDRAISING OPPORTUNITIES FOR LOCAL NON-PROFIT ORGANIZATIONS WHILE CELEBRATING THE CITY OF TIGARD COMMUNITY. 327985 THE FOUNDATION SUPPORTS TIGARD HIGH SCHOOL ATHLETICS THROUGH THE PURCHASE OF ATHLETIC EQUIPMENT, TRAVEL REIMBURSEMENT AND FUNDRAISING EVENTS. 0 0 1161008 193337 0 1354345 0 0 1354345 20315 1334030 66702 66702 829 829 65873 0 65873 0 65873 101117 0 101117 65873 56677 2021 34396 0 101117 56677 34396 0 10044 0 0 0 0 0 0 0 0 55829 0 0 0 DAVID P NICOLI DAVID P NICOLI 2355 STATE STREET STE 101 SALEM OR 97301 5036926080 REQUIRED FORM: VERIFY 501(C)(3) STATUS, INTENDED USE AND AMOUNT REQUESTED. NONE. CULTURAL/RECREATIONAL ACTIVITIES SERVICING TIGARD AND GREATER WASHINGTON COUNTY, OREGON. BETHLEHEM HOUSE OF BREAD 9055 SW LOCUST ST TIGARD OR 97223 PC GENERAL SUPPORT 192 CUB SCOUT PACK 690 (MARY WOODWARD PSO) 12325 SW KATHERINE ST TIGARD OR 97223 PC GENERAL SUPPORT 12000 MOUNTAIN WAVE EMERGENCY COMMUNICATIONS INC 10117 SE SUNNYSIDE RD F-547 CLACKAMAS OR 97015 PC GENERAL SUPPORT 1000 THE FOUNDATION FOR TIGARD-TUALATIN SCHOOLS 6960 SW SANDBURG ROAD TIGARD OR 97223 PC GENERAL SUPPORT 462 TIGARD BOOSTERS CLUB INC 9000 SW DURHAM RD TIGARD OR 97224 PC GENERAL SUPPORT 46038 FOUNDATION OF TIGARD BREAKFAST ROTARY CLUB INC 13500 SW PACIFIC HWY ST 58-534 TIGARD OR 97223 PC GENERAL SUPPORT 25750 TIGARD CERT INC 4800 SW GRIFFITH DR STE 320 BEAVERTON OR 97005 PC GENERAL SUPPORT 1000 TIGARD HIGH BAND BOOSTERS PO BOX 230349 TIGARD OR 97281 PC TO SUPPORT THS BAND. 13252 TIGARD SAFE GRADS 9000 SW DURHAM RD TIGARD OR 97224 PC GENERAL SUPPORT 1252 TUALATIN HIGH SCHOOL ATHLETIC BOOSTER CLUB PO BOX 1671 TUALATIN OR 97062 PC GENERAL SUPPORT 171 101117 0 TIGARD FESTIVAL OF BALLOONS 372831 14 4 14 17662 18 56701 0 74367 372831 447198 1A THE FOUNDATION GENERATES REVENUE BY OPERATING THE TIGARD FESTIVAL OF BALLOONS. 0 0 0 0 0 0 0 0 0 0 X X 1 CITY OF TIGARD 13125 SW HALL BLVD TIGARD OR 97223 40500 X 2 ROGUE BREWING 2320 OSU DR NEWPORT OR 97365 7806 X PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE NICOLI FOUNDATION HEREBY ELECTS TO TREAT $34,396 OF THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM TAX YEAR 2021. WELLS FARGO 336680 336680 WELLS FARGO 914077 914077 LEGAL FEES 4576 0 0 0 ACCOUNTING FEES 12600 0 0 0 INSURANCE 18213 0 14765 0 FESTIVAL ADMISSION COSTS 62080 0 62080 0 ADVERTISING 7229 0 7229 0 OFFICE EXPENSES 7630 0 7630 0 OTHER EXPENSES 33803 0 33803 0 TIGARD FESTIVAL OF BALLOONS 372831 372831 UNREALIZED GAIN ON SECURITIES 123503 OTHER LIABILITIES 0 475 FESTIVAL FEES: CLEAN UP 1500 0 1500 0 FESTIVAL FEES: ELECTRICAL 21770 0 21770 0 FESTIVAL FEES: EVENT PLANNING 114400 0 114400 0 FESTIVAL FEES: EVENT STAFF 10860 0 10860 0 FESTIVAL FEES: EVENT STAFF MANAGERS 5500 0 5500 0 FESTIVAL FEES: FIRST AID 1900 0 1900 0 FESTIVAL FEES: MUSIC 27660 0 27660 0 FESTIVAL FEES: SECURITY 10823 0 10823 0 INVESTMENT FEES 14716 14716 0 0 GRAPHIC DESIGN 4145 0 4145 0 STATE OF OREGON CT-12 FEES 334 0 0 0 OTHER TAXES AND LICENSES 11757 0 705 0