2026-03-05T01:17:12-06:00 2025-06-30 930928924 PERKINS & COMPANY PC 1211 SW 5TH AVE SUITE 1000 PORTLAND OR 972043710 990PF 2024-07-01 461292383 ORCASONG INSTITUTE ORCA 9712383001 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 DAVID DOTLICH PRESIDENT 9712383001 2026-02-25 1 1 ROSS LOCKWOOD P01374434 5032210336 2026-02-25 2024 2025-03-06 01:10:19Z X 634175 X X 31 31 31 15178 15178 15178 51471 426810 52889 0 66680 68098 15209 0 0 0 0 7300 2433 2433 4867 4513 4513 4513 0 500 0 0 0 38327 0 0 38327 50640 6946 6946 43194 90750 90750 141390 6946 6946 133944 -74710 61152 8263 14596 37716 37716 37092 7125 7125 325521 297863 297863 18279 18985 18985 309888 272486 272486 705376 634175 634175 0 0 X 0 0 0 0 705376 634175 705376 634175 705376 634175 705376 -74710 3509 634175 0 634175 PUBLICLY TRADED SECURITIES P 299269 243936 55333 55333 PUBLICLY TRADED SECURITIES P 127541 129985 -2444 -2444 52889 -2444 850 0 850 0 850 606 0 0 0 606 0 244 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 1 0 0 0 1 N/A BRENDA HEMINGWAY 9712383001 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID L DOTLICH 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 PRESIDENT/CHAIR/DIRECTOR 1.00 0 0 0 NEAL DOUGLAS ELWOOD 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 DIRECTOR 1.00 0 0 0 BRENDA HEMINGWAY 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 DIRECTOR 1.00 0 0 0 KATHERINE KNECHT 1221 SW 10TH AVE SUITE 1607 PORTLAND OR 97205 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 DURING THE YEAR ENDED JUNE 30, 2025, THE FOUNDATION PERFORMED STRATEGIC PLANNING FOR FUTURE PROGRAMS TO ADDRESS CLIMATE AND PLANETARY CHANGES, AND PROMOTE HUMAN WELFARE. THIS INCLUDED MEETINGS WITH LOCAL NONPROFITS TO INVESTIGATE THE NEEDS OF THE LOCAL COMMUNITY AS WELL AS CONSULTATIONS FOR ADVICE ON THE CLIMATE ISSUES OF MILLENNIALS AND GEN X-ERS TO UNDERSTAND HOW THE FOUNDATION CAN BEST REACH THEM. 33000 0 645914 38937 0 684851 0 0 684851 10273 674578 33729 X 133944 0 133944 2011-07-28 X 8263 8157 5227 10243 31890 7024 6933 4443 8707 27107 133944 131917 116863 72306 455030 90750 85179 71000 25000 271929 43194 46738 45863 47306 183101 0 0 22486 23123 25659 31529 102797 0 0 0 0 DAVID L DOTLICH NEAL DOUGLAS ELWOOD X CALIFORNIA LODGE NO 1 INDEPENDENT ORDER OF ODD FELLOWS PO BOX 5566 SOUTH SAN FRANSCISCO CA 94080 N/A NC GENERAL OPERATING SUPPORT 250 COACHELLA VALLEY REPERTORY 68510 E PALM CANYON DR CATHEDRAL CITY CA 92234 N/A PC GENERAL OPERATING SUPPORT 10000 THE LGBTQ COMMUNITY CENTER OF THE DESERT 1301 N PALM CANYON DRIVE PALM SPRINGS CA 92262 N/A PC GENERAL OPERATING SUPPORT 10000 ORCAS ANIMAL PROTECTION SOCIETY 84A HOPE LANE EASTSOUND WA 98245 N/A PC GENERAL OPERATING SUPPORT 1000 ORCAS ISLAND CHAMBER MUSIC FESTIVAL PO BOX 646 EASTSOUND WA 98245 N/A PC GENERAL OPERATING SUPPORT 17000 ORCAS ISLAND FILM FESTIVAL PO BOX 1843 EASTSOUND WA 98245 N/A PC GENERAL OPERATING SUPPORT 12500 PALM SPRINGS INTERNATIONAL PIANO COMPETITION 1276 N PALM CANYON SUITE 210 PALM SPRINGS CA 92262 N/A PC 2025 INTERNATIONAL PIANO COMPETITION & SCHOOL CONCERTS 10000 PALM SPRINGS SUNUP ROTARY FOUNDATION PO BOX 558 PALM SPRINGS CA 92262 N/A PC GENERAL OPERATING SUPPORT 10000 SAGE PO BOX 22876 NEW YORK NY 10087 N/A PC GENERAL OPERATING SUPPORT 20000 90750 0 14 31 14 15178 18 51471 0 66680 0 66680 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7300 2433 2433 4867 STARBUCKS CORP 2.55% 30 9065 9065 THE GOLDMAN SACHS (FIXED INCOME) 9920 9920 ABBVIE INC 6497 6497 ALPHABET INC 17623 17623 AMAZON.COM INC 12066 12066 AMERICAN ELEC PWR CO INC 3113 3113 AMERICAN INTL GROUP INC 3852 3852 AMGEN INC 6422 6422 APPLE INC 15183 15183 AUTOMATIC DATA PROCESSING 6476 6476 AVERY DENNISON CORP 2632 2632 BROADCOM INC 12404 12404 BROWN & BROWN INC 3880 3880 CENCORA INC 5997 5997 CHEVRON CORP 6444 6444 CISCO SYSTEMS INC 4510 4510 CROWDSTRIKE HOLDINGS INC 6112 6112 ENTERGY CORP 6234 6234 HOME DEPOT INC 3666 3666 JPMORGAN CHASE & CO 11596 11596 MERCK & CO INC 3166 3166 META PLATFORMS INC 6643 6643 MICRON TECHNOLOGY INC 3081 3081 MICROSOFT CORP 29845 29845 MOTOROLA SOLUTIONS INC 4205 4205 NIKE INC 4262 4262 NVIDIA CORP 26068 26068 PARKER-HANNIFIN CORP 9080 9080 PHILIP MORRIS INTL INC 7285 7285 PROCTER & GAMBLE CO 6373 6373 STATE STREET CORP 9039 9039 STRYKER CORP 7121 7121 TJX COS INC 6175 6175 T-MOBILE US INC 5957 5957 UBER TECHNOLOGIES INC 6998 6998 VERALTO CORP 5552 5552 VISA INC 8876 8876 WALMART INC 7822 7822 WELLS FARGO & CO 5608 5608 AVALONBAY COMMUNITIES INC FMV 2035 2035 ISHARES CORE US BOND ETF FMV 161696 161696 ISHARES MSCI ACWI EX US ETF FMV 45096 45096 JPMORGAN US SMALL CAP FUND FMV 19536 19536 VARIANT ALTERNATIVE INCOME FUND FMV 7460 7460 VERSUS CAPITAL REAL ASSETS FUND FMV 21629 21629 VERSUS CAPITAL REAL ESTATE FUND FMV 15034 15034 CONSULTING FEES 33000 0 0 33000 INSURANCE 4735 0 0 4735 OREGON CHARITABLE RENEWAL 121 0 0 121 OTHER BUSINESS REGISTRATION 471 0 0 471 UNREALIZED GAIN/LOSS ON INVESTMENTS 3509 INVESTMENT MANAGEMENT FEES 4513 4513 4513 0 FEDERAL EXCISE TAX 500 0 0 0