2026-03-29T14:32:57-05:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2024-01-01 237109040 HELEN JOHN FOUNDATION HELE 5035156503 444 RIDGEWAY RD LAKE OSWEGO OR 97034 MOLLY BUTLER PRESIDENT 5035156503 2026-03-29 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z X X 936591 X X 1886 1886 16597 16597 115532 230045 115532 134015 134015 0 0 0 1706 853 853 300 150 150 880 440 440 990 0 990 1984 1984 0 5860 3427 2433 28000 28000 33860 3427 30433 100155 130588 6511 35444 35444 367836 296247 417728 32018 35549 33991 62259 197462 194428 21534 21534 255000 490158 586236 936591 0 0 X 0 0 0 0 490158 586236 490158 586236 490158 586236 490158 100155 0 590313 4077 586236 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 230042 114513 115529 115529 CAPITAL GAIN DISTRIBUTION 2023-01-01 2024-12-31 3 3 3 115532 1815 0 1815 0 1815 0 0 0 0 0 37 1852 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A KAYE CONDON 5035156503 444 RIDGEWAY RD LAKE OSWEGO OR 97034 0 0 0 0 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 MARY E BUTLER N 18135 RIMROCK ROAD HAYDEN LAKE ID 83835 PRESIDENT 0.50 0 0 0 ELIZABETH PURSLEY 117 LOCUST STREET BOISE ID 83702 SECRETARY 0.50 0 0 0 PKAYE CONDON 444 RIDGEWAY ROAD LAKE OSWEGO OR 97034 PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 640122 16133 255000 911255 0 0 911255 13669 897586 44879 44879 1815 1815 43064 0 43064 0 43064 30433 0 30433 43064 41094 0 0 30433 30433 0 0 0 0 0 0 0 0 0 0 10661 43064 0 0 0 X ALS ASSOCIATION OF OR AND SW WASHINGTON 825 NE MULTNOMAH ST SUITE 940 PORTLAND OR 97232 PUBLIC CHARITY SUPPORT PEOPLE LIVING WITH ALS, THEIR FAMILIES, AND CAREGIVERS LIVING IN THE STATE OF OREGON AND THE SIX COUNTIES OF SOUTHWEST WASHINGTON 10000 GONZAGA UNIVERSITY 502 E BOONE AVE SPOKANE WA 99258 PUBLIC CHARITY SCHOOL SPONSORSHIP 2800 HOLY FAMILY CATHOLIC SCHOOL 3005 W KATHLEEN AVE COEUR DALENE ID 83815 PUBLIC CHARITY SCHOOL SPONSORSHIP 1000 HOLY FAMILY CATHOLIC SCHOOL 3005 W KATHLEEN AVE COEUR DALENE ID 83815 PUBLIC CHARITY SCHOOL SPONSORSHIP 2800 OREGON HUMANE SOCIETY 1067 NE COLUMBIA BLVD PORTLAND OR 97211 PUBLIC CHARITY SUPPORT TO RESCUE, HEAL AND ADOPT PETS 2000 ST ANDREW NATIVITY SCHOOL 4425 NE 9TH AVE PORTLAND OR 97211 PUBLIC CHARITY SCHOOL SPONSORSHIP 2800 ST PIUS CATHOLIC CHURCH 625 E HAYCROFT COEUR DALENE ID 83815 PUBLIC CHARITY CHURCH CONTRIBUTION 2800 THE JESUITS 3215 SE 45TH PORTLAND OR 97206 PUBLIC CHARITY CHURCH CONTRIBUTION 2800 PORTLAND DACHSHUND RESCUE PO BOX 96294 PORTLAND OR 97296 PUBLIC CHARITY SUPPORT TO RESCUE AND REHOME DACHSUNDS 1000 28000 0 14 1886 14 16597 18 115532 0 134015 0 134015 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 300 150 150 ISHARES 1-5 YEAR INV GRADE CORP BOND 4995 4963 ISHARES CORE US 9972 8237 JANUS HENDERSON AAA CLO EXCHANGE-TRADED FUND JAAAA 20582 20791 WARNER BROTHERS DISCOVER 3728 1152 UNITI GROUP INC 12087 1876 LUMEN TECHNOLOGIES 15874 2177 ISHARES MSCI EMERGING MKTS 9461 9577 AT & T 12216 10315 ISHARES RUSSELL 2000 5037 11269 ISHARES RUSSELL MIDCAP 4663 11315 EVERUS CONSTR GROUP INC 5091 12295 MDU RESOURCES GRP 5993 13515 VERIZON COMMUNICATION 15966 14556 ALLIANT ENERGY CORP 7964 18097 KNIFE RIV CORP 4869 19007 PUB SVC ENTERPRISE GP 7976 20109 ISHARES MSCI EAFE INDEX FUND 18144 21851 WEC ENERGY 15908 29717 ISHARES CORE S&P 500 ETF 22902 31789 INVESCO S&P 500 EQUAL WEIGHT 26407 33469 ENTERGY CORP 15888 35787 ISHARES MSCI 27899 37931 VANGUARD S/T INVESTMENT 42250 40871 SEMPRA ENERGY 15924 41053 REAL ESTATE SELECT SCTR AT COST 2179 2034 KEYBANK DEPOSIT AT COST 6748 6748 VANGUARD REAL ESTATE ETF AT COST 6740 7483 AVANTIS INTERNATIONAL AT COST 7986 7810 ISHARES CORE MSCI AT COST 13980 13421 AVANTIS US SMALL CAP AT COST 16426 15734 SPDR PORTFOLIO S&P 400 AT COST 17988 17446 VANGUARD TOTAL BOND AT COST 29462 29124 VANGUARD FTSE DEVELOPED AT COST 30954 30031 SPDR PORTFOLIO S&P 500 AT COST 64999 64597 LEGAL FEES 1706 853 853 TIMBER PROPERTY 21534 21534 255000 UNREALIZED LOSS 4077 MANAGEMENT FEES 1984 1984 0 ENGINEERING FEES 880 440 440 PROPERTY TAX 990 0 990