2025-07-24T15:22:53-07:00 2025-05-31 823988198 Watershed Tax Advisors LLC 5520 S Macadam Ave Suite 255 Portland OR 97239 990PF 2024-06-01 931247948 Harold & Margaret Taylor Foundation HARO 5032274588 5520 S Macadam Avenue 255 Portland OR 97239 William Taylor President 2025-07-21 true true Sharon A McKelvey P01500025 5032274588 2024 2025-03-06 01:10:19Z X 4001359 X X 7057 7057 62731 62731 159845 1492783 159845 229633 229633 3100 1550 3439 516 27289 27216 33828 29282 0 181250 181250 215078 29282 181250 14555 200351 123852 163192 163192 3539922 3515137 3838167 3663774 3678329 4001359 0 X 3663774 3678329 3663774 3678329 3663774 3678329 3663774 14555 3678329 3678329 Capital Gain Dividends P 2023-01-01 2024-12-31 153696 153696 153696 Publicly Traded Securities P 2023-01-01 2024-12-31 1339087 1332938 6149 6149 159845 2785 2785 2785 X 106 2891 0 false false false false false false false true true OR true false false false false true N/A Sharon A McKelvey CPA 5032274588 5520 S Macadam Ave 255 Portland OR 97239 false false false false false false false false false false false false false false false false false false false false false false William Taylor 16396 SE 232nd Drive Boring OR 97089 President 0.50 0 Katherine Taylor 16396 SE 232nd Drive Boring OR 97089 Director 0.50 0 Jeff Mengis 1 SW Columbia St Ste 780 Portland OR 97258 Director 0.50 0 NONE NONE 3684210 168550 0 3852760 0 3852760 57791 3794969 189748 189748 2785 2785 186963 186963 186963 181250 181250 186963 175465 181250 175465 0 5785 181178 William H Taylor 16396 SE 232nd Drive Boring OR 97089 5036586288 No Specific Form - Include all relevant information None None University of Oregon Foundation PO Box 3346 Eugene OR 97403 To support University Athletic's 10000 Feral Cat Coalition of Oregon PO Box 82734 Portland OR 97282 Suport Organization to help control feral cat population 5000 Rex Putnam High School 4950 SE Roethe Rd Milwaukie OR 97267 Support high school athletics 10000 Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97238 Care & placement of stray animals 51500 Hilaires Wild Game Dinner 801 NE 21st Portland OR 97232 Fundraiser to support underpriviledged children 1000 Park Academy 1915 South Shore Blvd Lake Oswego OR 97034 Support school for dyslexia children 50000 Sunshine Division Portland Police B 687 N Thompson Street Portland OR 97227 Emergency food & clothing relief 1000 Samaritan's Purse PO Box 3000 Boone NC 28607 Provides spiritual & physical aid to hurting people - Ukranian War Relief 10000 Crooked River Roundup Foundation PO Box 1052 Prineville OR 97754 Scholarships for education in ranching, farming & animal welfare 1250 Dufur School 802 NE 5th Street Dufur OR 97021 Support public school new program teaching children trades 10000 Shriners Children's Portland 3101 SW Sam Jackson Park Road Portland OR 97239 Support children's hospital - research & treatment 5000 Oregon Health Science University 3181 SW Sam Jackson Park Rd Portland OR 97239 To support education in health & science innovation for improving health & well-being 1000 Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 To honor military & first responders 10000 American Military Encouragement Net 15997 SE Tong Rd Damascus OR 97089 To support active service men and women, veterans & their families as needed 500 Hopscotch Foundation 2730 SE Knapp St Portland OR 97202 To provide healthy, nutritious snacks to students in low-income communities 15000 181250 14 7057 14 62731 18 159845 229633 229633 false false false false false false false false false false Accounting (CPA) Fees 3100 1550 0 0 Delaware Group Equity FDS II-Value Fd Brown Advisory Fds Small Cap Growth 81521 77084 Harbor Fd Small Cap Value Fd 147576 186274 Harbor Fd Cap Appreciation Fd 296102 365256 John Hancock Funds III Disciplined Value 270996 309721 Nuveen Mun Trust Inter Duration Mun Bd F 203651 192621 Allspring Emerging Markets Equity Fd 142742 162596 T Rowe Price Tax Free Short Int Fd 119581 113798 T Rowe Price Summit Mun Fds Inc T Rowe Price Summit Mun Fds 120035 108694 T Rowe Price Mid-Cap Growth Fund 162272 177007 Invesco Developing Mkts Fd Class Y 144823 155897 Jensen Quality Growth Fd Class 1 T Rowe Price Intl FD Overseas 285923 346120 NYLI Mackay High Yield Municipal Bd 175591 151619 Fidelity 500 Index 494320 623459 Fidelity International Index Fd 173631 196355 Diamond Hill Fds 428427 415300 Allspring Municipal Bond Fd 267946 256366 Brokerage & Mgmt fees - Wells Fargo 27216 27216 Office & Postage 73 Federal Excise Tax on Investment Income 2814 State of Oregon fee on Net Assets 516 516 Underpayment Penalty - IRS 109