2025-09-22T10:26:48-05:00 2025-06-30 832625358 TWENTY20 TAX AND CONSULTING PC 5 CENTERPOINTE DR SUITE 570 LAKE OSWEGO OR 97035 990PF 2024-07-01 931191743 WINTZ FAMILY FOUNDATION WINT 5032467464 7687 SW 40TH CT PORTLAND OR 97219 NANCY W DECHERD TREASURER 5032467464 2025-09-17 1 0 ROBERT CROW P01068454 5038212868 2025-09-17 2024 2025-03-06 01:10:19Z X 1737263 X X 35164 35164 35164 9061 89061 9061 44225 44225 35164 0 0 0 0 1240 0 0 0 726 0 0 0 50 0 0 0 2016 0 0 0 81500 81500 83516 0 0 81500 -39291 44225 35164 14424 55515 55515 103338 103338 103760 14736 14736 38628 3815 3433 2675 829934 749934 1536685 966247 926956 1737263 0 0 X 80400 80400 0 0 885847 846556 966247 926956 966247 926956 966247 -39291 0 926956 0 926956 FIRST NATL BANK OF OMAHA P 2023-02-07 2025-02-18 60000 60000 0 0 BANK OF AMERICA NA - CHARLOTTE P 2024-02-13 2025-02-21 20000 20000 0 0 CAPITAL GAINS DIVIDENDS P 9061 9061 9061 9061 0 615 0 615 0 615 0 0 0 0 0 29 644 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A ANITA W BECK 5032467464 7687 SW 40TH CT PORTLAND OR 97219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JON B DECHERD 7665 SW 40TH CT PORTLAND OR 97219 DIRECTOR 0.00 0 0 0 NANCY W DECHERD 7665 SW 40TH CT PORTLAND OR 97219 TREASURER 1.00 0 0 0 ALAN R BECK 7687 SW 40TH CT PORTLAND OR 97219 DIRECTOR 0.00 0 0 0 ANITA W BECK 7687 SW 40TH CT PORTLAND OR 97219 PRESIDENT 4.00 0 0 0 NONE 0 NONE 0 0 1676327 63882 0 1740209 0 0 1740209 26103 1714106 85705 85705 615 615 85090 0 85090 0 85090 81500 0 81500 85090 68545 0 0 81500 68545 0 0 12955 0 0 0 0 0 0 0 0 72135 0 0 0 ANITA W BECK 7687 SW 40TH CT PORTLAND OR 97219 5032467464 FORMS AVAILABLE UPON REQUEST NONE GRANTS RESTRICTED TO EDUCATIONAL AND ARTISTIC OPPORTUNITIES FOR WOMEN OF ALL AGES AND TO INDIVIDUALS DISADVANTAGED DUE TO AGE. FOCUS IN OREGON AND PORTLAND METRO AREA. ADELANTE MUJERES 1675 SE ENTERPRISE CIR HILLSBORO OR 97123 N/A NC CHICAS PROGRAM SUPPORTING LATINA STUDENTS 5000 CALDERA 224 NW 13TH AVE STE 304 PORTLAND OR 97209 N/A NC SUMMER ART CAMP FOR YOUTH 5000 CHESS FOR SUCCESS 4207 SE WOODSTOCK BLVD 271 PORTLAND OR 97206 N/A NC AFTER SCHOOL PROGRAM 6000 COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH ST PORTLAND OR 97218 N/A NC TRANSPORTATION OF HOMELESS STUDENTS 10000 GIRLS INC OF THE PNW 4800 SW MACADAM 309 PORTLAND OR 97239 N/A NC EUREKA PROGRAM STEM FOR HIGH SCHOOL GIRLS 5000 MT HOOD COMMUNITY COLLEGE FOUNDATION 26000 SE STARK STREET GRESHAM OR 97030 N/A NC TRANSITIONS / TRANSICIONES SCHOLARSHIP FUND 6000 NEIGHBORHOOD HOUSE 7780 SW CAPITOL HWY PORTLAND OR 97219 N/A NC PROGRAM FOR ELEMENTARY STUDENTS 7000 OREGON BALLET THEATER 0720 SW BANCROFT STREET PORTLAND OR 97239 N/A NC OBT MOVES. ONLINE ACCESS FOR LOCAL SCHOOL CHILDREN 4500 OREGON SYMPHONY 909 SW WASHINGTON ST PORTLAND OR 97205 N/A NC LEARNING & COMMUNITY ENGAGEMENT FOR K-12 STUDENTS 5000 PAINTED SKY CENTER FOR THE ARTS 116 NW BRIDGE ST JOHN DAY OR 97845 N/A NC YOUTH ART PROGRAMS 2500 PORTLAND COMMUNITY COLLEGE FOUNDATION SYLVANIA CAMPUS CC 114 PORTLAND OR 97219 N/A NC SCHOLARSHIPS 15000 READING RESULTS 3115 NE SANDY BLVD STE 229 PORTLAND OR 97232 N/A NC READING TUTOR AT LOCAL PUBLIC SCHOOL 7500 YOUTH 3439 NE SANDY BLVD 11 PORTLAND OR 97232 N/A NC READING TUTOR PROGRAM 3000 81500 0 14 35164 14 9061 0 44225 0 44225 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1240 0 0 0 50000 SHR GNMA REMIC MULTICLASS CMO 3433 2675 150 SHR SMUCKER 5181 14730 150 SHR PROCTOR & GAMBLE 9555 23898 52791 54394 50547 49366 2000 SHR ALPS SDOG AT COST 75505 114958 1600 SHR INVESCO WATER RES TR AT COST 26060 111856 1700 SHR ISHARES GLOBAL HEALTHCARE AT COST 91125 146353 600 SHR ISHARES GLOBAL COMM SERVICES AT COST 36396 67392 680 SHR ISHARE GLOBAL INDUSTRIES AT COST 43990 112458 2400 SHR ISHARE GLOBAL TECH AT COST 25821 221616 250 SHR VANGARD CONSUMER DISCRETIONARY AT COST 24092 90580 800 SHR VANGARD DIVIDEND APPRECIATION AT COST 56380 163736 1000 SHR WISDOMTREE INTL EQ INCOME FUND AT COST 30033 46334 3238.484 SHR CALAMOS INVT TR NEW GRWTH & INCOME FD AT COST 80703 167883 4711 FRANKLIN INVS SEC CONV SEC FD AT COST 84960 112361 2250 SHR WISDOMTREE DIV ETF AT COST 71634 71460 3000 SHR SCHWAB DIV ETF AT COST 73235 79500 30000 WELLS FARGO CD AT COST 30000 30198 CORPORATE DIVISION - ANNUAL FEE 50 0 0 0 OREGON TAX 147 0 0 0 FORM PF-990 - FEDERAL 579 0 0 0