2025-11-13T15:47:31-06:00 2024-12-31 930796258 RICHARD B SOLOMON CPA PC 888 SW FIFTH AVENUE SUITE 850 PORTLAND OR 972042054 990PF 2024-01-01 136088182 THE LAZAR FOUNDATION LAZA 5037848332 PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 97759 WILLIAM B LAZAR PRESIDENT 5037848332 2025-11-04 1 0 RICHARD B SOLOMON CPA P00011770 5032289800 2024 2025-03-06 01:10:19Z X 23939567 X X 40784 40784 432375 432375 101027 2040674 101027 -356845 -356845 217341 217341 111021 0 111021 32625 24469 8156 116000 34800 81200 33334 21500 2054 1500 0 1500 4376 0 4376 185542 173806 11740 484398 254575 220047 913006 913006 1397404 254575 1133053 -1180063 0 6488 9956 9956 1297313 1402748 1402748 57242 148749 57242 57242 9294872 8680170 14765108 6596910 6014153 7704513 17344332 16164269 23939567 0 0 X 0 0 0 0 17344332 16164269 17344332 16164269 17344332 16164269 17344332 -1180063 0 16164269 0 16164269 MORGAN STANLEY P 31061 48635 -17574 -17574 PUBLICLY TRADED SECURITIES, SENTINEL TRUST CO P 20000 20195 -195 -195 PUBLICLY TRADED SECURITIES, SENTINEL TRUST CO P 587686 636762 -49076 -49076 PUBLICLY TRADED SECURITIES, SENTINEL TRUST CO P 804318 746160 58158 58158 PUBLICLY TRADED SECURITIES, SENTINEL TRUST CO P 596589 651417 -54828 -54828 FROM K-1, SENTINEL PRIVATE INVESTMENT PROXY FUND P 35249 35249 FROM K-1, SENTINEL PRIVATE INVESTMENT PROXY FUND P -9190 -9190 FROM K-1, SENTINEL PRIVATE INVESTMENT PROXY FUND P 7804 7804 FROM K-1, SENTINEL PRIVATE EQUITY XIV FUND P 5237 5237 FROM K-1, SENTINEL PRIVATE EQUITY XIV FUND P 145888 145888 FROM K-1, SENTINEL PRIVATE EQUITY XV FUND P 385 385 FROM K-1, SENTINEL PRIVATE EQUITY XV FUND P 27094 27094 FROM K-1, SENTINEL PRIVATE EQUITY XVI FUND P 3537 3537 FROM K-1, SENTINEL PRIVATE EQUITY XVI FUND P 3424 3424 FROM K-1, SENTINEL PRIVATE EQUITY XVII FUND P 210 210 FROM K-1, ASPEN YO P -14 -14 FROM K-1, ASPEN YO P -1474 -1474 HOLT OPPORTUNITY IDF, ADDL GAIN P 4398 4398 STYX INTERNATIONAL LTD, ADDL GAIN P 1020 1020 PORTFOLIO ADV SECONDARY (OFFSHORE), ADDL GAIN P 4959 4959 PORTFOLIO ADV PRIV EQ FD V (OFFSHORE), ADDL GAIN P 5837 5837 PUBLICLY TRADED SECURITIES, SENTINEL TRUST CO, WASH SALE ADJ P -1083 -1083 SENTINEL PRIVATE EQUITY FUND XIV QSB STOCK 1202 EXCLUTION P 18084 18084 SENTINEL PRIVATE EQUITY FUND XV QSB STOCK 1202 EXCLUTION P 925 925 EQUILIBRIUM CAPITAL MANAGEMENT INC, LOSS ON EXCHANGE P -88768 -88768 CAPITAL GAINS DIVIDENDS P 1020 1020 1020 101027 0 0 0 0 0 10653 0 10000 0 20653 0 20653 20653 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OR 1 0 0 0 0 1 LAZARFOUNDATION.ORG THE FOUNDATION 5037848332 PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 97759 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM B LAZAR AND FNDT MGMT GRP PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 PRESIDENT 40.00 116000 0 0 JEANNE L MORENCY PO BOX 2050 MIDDLEBURG VA 22117 SECRETARY 2.00 0 0 0 MATTHEW M MORENCY PO BOX 2050 MIDDLEBURG VA 22117 TRUSTEE 2.00 0 0 0 JACK H LAZAR PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 TRUSTEE 2.00 0 0 0 RITA E MORENCY PO BOX 2050 MIDDLEBURG VA 22117 TRUSTEE 2.00 0 0 0 REBECCA E LAZAR PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 TRUSTEE 2.00 0 0 0 LOUIS COOPER LAZAR PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 TRUSTEE 2.00 0 0 0 NONE 0 ACKERMAN-MUNSON STRATEGIES PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 CHARITABLE ADVISOR 111021 0 0 12184518 1390735 10570002 24145255 0 0 24145255 362179 23783076 1189154 1189154 0 1189154 0 1189154 0 1189154 1133053 0 1133053 1189154 0 0 9917 22557 32474 1133053 0 0 0 1133053 0 32474 32474 0 0 0 0 0 23627 0 0 0 WILLIAM B LAZAR PO BOX 8000 PMB 8083 BLACK BUTTE RANCH OR 977598000 5037848332 INFO@LAZARFOUNDATION.ORG SEE ORGANIZATION'S WEBSITE. GRANT APPLICATIONS ARE DUE NO LATER THEN APRIL 1 OR OCTOBER 1. OR OCTOBER 1. THE LAZAR FOUNDATION IS DEDICATED TO FUNDING INNOVATIVE AND STRATEGIC PROJECTS THAT PROTECT THE ENVIRONMENT IN THE PACIFIC NORTHWEST. ALL APPLICATIONS MUST BE SUBMITTED BY EMAIL. 1000 FRIENDS OF OREGON PO BOX 40367 PORTLAND OR 97240 PC WILDFIRE PROGRAM 15000 350PDX 3625 N MISSISSIPPI AVE PORTLAND OR 97227 PC FOREST CLIMATE PROGRAM 15000 ADVOCATES FOR THE WEST 1320 W FRANKLIN ST BOISE ID 83702 PC SAGEBRUSH SEA PROGRAM 25000 AMERICAN FORESTS 1220 L ST NW 750 WASHINGTON DC 20005 PC NORTH AMERICAN FOREST CONGRESS 10000 BARK 351 NE 18TH AVE PORTLAND OR 97232 PC FOREST DEFENSE 10000 BEYOND TOXICS 120 SHELTON MCMURPHEY BLVD 280 EUGENE OR 97401 PC FOREST PROGRAM 15000 BIODIVERSITY FOUNDERS GROUP PO BOX 29361 SAN FRANCISCO CA 94129 PC MEMBERSHIP SUPPORT 5000 BIRD ALLIANCE OF OREGON 5151 NW CORNELL RD PORTLAND OR 97210 PC OREGON OCEAN PROGRAM 40000 CASCADE HEAD BIOSPHERE COLLABORATIVE 801 SW HWY 101 SUITE A LINCOLN CITY OR 97367 PC COMMUNITY SCIENCE 15000 CASCADIA WILDLANDS PO BOX 10455 EUGENE OR 97440 PC OREGON FOREST DEFENSE 35000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET NEW YORK NY 10038 PC U.S. PROGRAM 35000 CENTRAL OREGON LAND WATCH 2843 NORTHWEST LOLO DRIVE SUITE 200 BEND OR 97703 PC LAND USE PROGRAM 50000 COAST RANGE ASSOCIATION PO BOX 2250 CORVALLIS OR 97339 PC U.S. PROGRAM 15000 CRAG LAW CENTER 3141 E BURNSIDE ST PORTLAND OR 97214 PC FOREST PROTECTION PROGRAM 20000 DISCOVER YOUR NORTHWEST 164 S JACKSON ST SEATTLE SEATTLE WA 98104 PC FRIENDS OF OTTER ROCK 20000 FIREFIGHTERS UNITED FOR SAFETY ETHICS AND ECOLOGY 2852 WILLAMETTE ST 125 EUGENE OR 97405 PC GENERAL SUPPORT 10000 FRIENDS OF THE OWYHEE 992 W IDAHO AVE ONTARIO OR 97914 PC GENERAL SUPPORT 35000 GO ALLIANCE 3141 E BURNSIDE STREET PORTLAND OR 97214 PC FOREST PROTECTION PROGRAM 30000 GOOSE CREEK ASSOCIATION PO BOX 1178 MIDDLEBURG VA 20118 PC GENERAL SUPPORT 2500 IPAS PO BOX 9990 CHAPEL HILL NC 27515 PC GENERAL SUPPORT 15000 KLAMATH-SISKIYOU WILDLANDS CENTER 562 A ST ASHLAND OR 97520 PC FOREST WATCH PROGRAM 35000 NORTH COAST LAND CONSERVANCY 2609 N ROOSEVELT DR SEASIDE OR 97138 PC OCEAN PROTECTION 20000 OREGON AGRICULTURAL TRUST 1050 SUNNYVIEW RD NE 7359 SALEM OR 97303 PC ENHANCING WORKING LANDS 25000 OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST PORTLAND OR 97205 PC OREGON OCEANS FUND 10000 OREGON DESERT LAND TRUST 2843 NW LOLO DR 200 BEND OR 97703 PC GENERAL SUPPORT 25000 OREGON LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 321 SW 4TH AVE 600 PORTLAND OR 97204 PC GENERAL SUPPORT 15000 OREGON NATURAL DESERT ASSOCIATION 50 SW BOND STREET SUITE 4 BEND OR 97702 PC OREGON DESERT CONSERVATION 40000 OREGON SHORES CONSERVATION COALITION PO BOX 5626 COOS BAY OR 97420 PC OREGON OCEAN PROGRAM 30000 OREGON WILD 5825 NORTH GREELEY PORTLAND OR 97217 PC OREGON PRIVATE FOREST PROGRAM 30000 OREGON WILD 5825 NORTH GREELEY PORTLAND OR 97217 PC SOCIAL MEDIA ADVOCACY 15000 PIEDMONT ENVIRONMENTAL COUNCIL 45 HORNER STREET WARRENTON VA 20186 PC VIRGINA LAND PRESERVATION 45000 SEVEN CAPES BIRD ALLIANCE PO BOX 38 LINCOLN CITY OR 97367 PC COASTAL HABITAT CONSERVATION 25000 SILVIX RESOURCES 4107 NE COUCH ST PORTLAND OR 97232 PC FOREST DEFENSE 10000 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET SUITE 400 CHARLOTTESVILLE VA 22902 PC VIRGINIA PROGRAM 45000 SURFRIDER FOUNDATION 942 CALLE NEGOCIO SUITE 350 SAN CLEMENTE CA 92673 PC OREGON OCEAN PROGRAM 20000 SUSTAINABLE NORTHWEST 233 SW NAITO PARKWAY SUITE 200 PORTLAND OR 97204 PC SUPPORTING TRIBES 25000 WATERWATCH OF OREGON 213 SW ASH ST 208 PORTLAND OR 97204 PC GENERAL SUPPORT 20000 WILD SALMON CENTER 721 NW NINTH AVE SUITE 300 PORTLAND OR 97209 PC FOREST PROGRAM 50000 WINDY HILL FOUNDATION 2 W WASHINGTON ST MIDDLEBURG VA 20118 PC GENERAL SUPPORT 10000 X FLOW-THROUGH FROM ASPEN YO LLC K-1 13190 SW 68TH PARKWAY SUITE 110 TIGARD OR 97223 PC GENERAL SUPPORT 434 X FLOW-THROUGH FROM SENTINEL PRIVATE EQUITY XIV FUND LLC K-1 2001 KIRBY DRIVE SUITE 1200 HOUSTON TX 77019 PC GENERAL SUPPORT 12 X FLOW-THROUGH FROM SENTINEL PRIVATE EQUITY XV FUND LLC K-1 2001 KIRBY DRIVE SUITE 1200 HOUSTON TX 77019 PC GENERAL SUPPORT 27 X FLOW-THROUGH FROM SENTINEL PRIVATE EQUITY XVI FUND LLC K-1 2001 KIRBY DRIVE SUITE 1200 HOUSTON TX 77019 PC GENERAL SUPPORT 24 X FLOW-THROUGH FROM SENTINEL PRIVATE EQUITY XVII FUND LLC K-1 2001 KIRBY DRIVE SUITE 1200 HOUSTON TX 77019 PC GENERAL SUPPORT 9 913006 0 14 40784 14 432375 14 60894 18 40133 STATEMENT 3, COLUMN A -170590 -186255 -109696 327037 0 217341 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32625 24469 8156 CORPORATE STOCK 7609059 13666674 MUTUAL FUNDS 1071111 1098434 INVESTMENT PORTFOLIOS, LIMITED PARTNERSHIPS AT COST 6014153 7704513 INVESTMENT AND ADVISORY FEES 173802 173806 0 DUES AND SUBSCRIPTIONS 1079 0 1079 OFFICE SUPPLIES AND MISC EXPENSES 2631 0 2631 GRANT MANAGEMENT 8030 0 8030 ORDINARY INCOME (LOSS) FROM PASSTHROUGH ENTITIES -201663 -201663 -201663 OTHER PASSTHOUGH ENTITY INCOME 4652 4652 4652 SECTION 1231 GAIN FROM PASSTHROUGH ENTITIES -17327 -17327 -17327 PASSTHROUGH ENTITY EXPENSES -135692 -135692 -135692 OTHER PARNERSHIP PORTFOLIO INCOME/LOSS -6815 -6815 -6815 STATEMENT 3, COLUMN A 0 -356845 FOUNDATION MANAGEMENT GROUP CONSULTING FEES 116000 34800 81200 FOREIGN TAXES AND FEES 21500 21500 0 FEDERAL EXCISE TAXES 9780 0 0 OREGON FORM CT-12F FILING FEE 2054 0 2054