2026-08-31T16:06:05-05:00 2025-12-31 910189318 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2025-01-01 931160719 KOHNSTAMM FAMILY FOUNDATION C/O BAKER TILLY ADVISORY GROUP LP KOHN 5032421447 805 S BROADWAY 1400 PORTLAND OR 97205 KEVIN KOHNSTAMM TREASURER 5032421447 2026-08-28 1 MAGGIE ELLIOTT P01790721 5032421447 2026-08-28 2025 X 3406843 X X 33 33 65703 66637 206947 423723 206955 272683 273625 0 0 0 11000 5500 5500 12867 12867 0 6458 787 0 522 0 473 30847 19154 5973 172140 171890 202987 19154 177863 69696 254471 20997 5895 5895 23425 4061 4061 1286834 1390996 3396887 1331256 1400952 3406843 0 0 X 8288 8288 0 0 1322968 1392664 1331256 1400952 1331256 1400952 1331256 69696 0 1400952 0 1400952 PUBLICLY TRADED SECURITIES 405386 216768 188618 188618 CAPITAL GAINS DIVIDENDS P 18337 18337 18337 206955 3537 0 3537 0 3537 4160 0 500 0 4660 X 0 1123 1123 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A BAKER TILLY ADVISORY GROUP LP 5032421447 805 SW BROADWAY SUITE 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SUPPORT 250 AMERICAN CANCER SOCIETY PO BOX 105457 ATLANTA GA 30348 PC GENERAL SUPPORT 500 AMERICAN CIVIL LIBERTIES UNION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 PC GENERAL SUPPORT 250 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC HEART DISEASE RESEARCH 250 AMERICAN IMMIGRATION COUNCIL 1331 G ST NW SUITE 200 WASHINGTON DC 20005 PC GENERAL SUPPORT 10000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC TO HELP AMERICAN INDIAN STUDENTS PURSUE A COLLEGE EDUCATION AND IMPROVE THEIR FUTURE 500 AMERICAN KIDNEY FUND 11921 ROCKVILLE PIKE SUITE 300 ROCKVILLE MD 20852 PC GENERAL SUPPORT 750 AMERICAN LUNG ASSOCIATION 55 W WACKER DR SUITE 1150 CHICAGO IL 60601 PC LUNG DISEASE RESEARCH 250 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 PC HUMAN RIGHTS ACTIVIST ORGANIZATION 250 AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK NY 10001 PC HUMAN RIGHTS ACTIVIST ORGANIZATION 250 ASSISTANCE LEAGUE 4000 SW 117TH AVE BEAVERTON OR 97005 PC NO FOOLING FUNDRAISER 1150 AUTISM SPEAKS PO BOX 37148 BOONE IA 50037 PC GENERAL SUPPORT 250 BIG BROTHER BIG SISTER COLUMBIA NORTHWEST 6443 SW BEAVERTON HILLSDALE HWY SUITE 200 PORTLAND OR 97221 PC GENERAL SUPPORT 2500 BIRD ALLIANCE OF OREGON 5151 NW CORNELL RD PORTLAND OR 97210 PC GENERAL SUPPORT 250 BLUE SKY 122 NW 8TH AVE PORTLAND OR 97209 PC GENERAL SUPPORT 250 BUSTIN BARRIERS 2814 SE 25TH AVE PORTLAND OR 97202 PC GENERAL SUPPORT 250 CARING BRIDGE 2750 BLUE WATER RD SUITE 275 EAGAN MN 55121 PC POWERING FREE, PRIVATE SITES FOR ANYONE, ANYWHERE ON THEIR HEALTH JOURNEY 100 CASA FOR CHILDREN INC 1401 NE 68TH AVE PORTLAND OR 97213 PC TO ADVOCATE FOR THE BEST INTERESTS OF CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED 250 CENTER FOR REPRODUCTIVE RIGHTS 125 MAIDEN LN 9TH FLOOR NEW YORK NY 10038 PC GENERAL SUPPORT 500 CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1250 I ST NW SUITE 500 WASHINGTON DC 20005 PC TO SUPPORT CSPI 250 CHILDREN'S CANCER ASSOCIATION 1200 NW NAITO PKWY SUITE 140 PORTLAND OR 97209 PC GENERAL SUPPORT 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GENERAL SUPPORT 250 FRIENDS OF THE SMITHSONIAN PO BOX 37012 MRC 712 WASHINGTON DC 20013 PC GENERAL SUPPORT 250 FRIENDS OF TIMBERLINE 5331 S MACADAM SUITE 258 PORTLAND OR 97239 PC GENERAL SUPPORT 1000 FRIENDS OF TREES 3117 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 PC TO PLANT AND CARE FOR TREES AND NATIVE SHRUBS 250 FRIENDS OF TRYON CREEK STATE PARK 11321 SW TERWILLIGER BLVD PORTLAND OR 97219 PC CONSERVE AND ENHANCE THE NATURAL RESOURCES 500 GREATER HELLS CANYON COUNCIL PO BOX 2768 LA GRANDE OR 97850 PC GENERAL SUPPORT 250 HARLEM LACROSSE 8 WEST 126TH ST 3RD FLOOR NEW YORK NY 10027 PC GENERAL SUPPORT 250 HELPING HANDS PO BOX 413 SEASIDE OR 97138 PC TO PROVIDE A SUSTAINABLE LIFE THROUGH RESOURCES, RECOVERY AND REENTRY FOR THE HOMELESS 1000 HOYT ARBORETUM FRIENDS 4000 SW FAIRVIEW BLVD PORTLAND OR 97221 PC SUPPORTING CONSERVATION, EDUCATION, AND RECREATION PROGRAMS AT HOYT ARBORETUM 500 HUMAN RIGHTS WATCH 350 FIFTH AVE 34TH FLOOR NEW YORK NY 10118 PC GENERAL SUPPORT 250 INTERNATIONAL MEDICAL CORPS 12400 WILSHIRE BLVD SUITE 1500 LOS ANGELES CA 90025 PC GENERAL SUPPORT 250 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST NEW YORK NY 10168 PC TO HELP THOSE WHOSE LIVES ARE SHATTERED BY CONFLICT TO SURVIVE AND GAIN CONTROL OF THEIR FUTURE 500 JANUS YOUTH PROGRAMS INC 707 NE COUCH ST PORTLAND OR 97232 PC TO CHANGE LIVES AND BUILD FUTURES FOR CHILDREN, YOUTH, AND FAMILIES 1000 KENYA KEYS PO BOX 2348 LAKE OSWEGO OR 97035 PC EDUCATIONAL OPPORTUNITIES TO THOSE WHO HAVE NONE 7500 LEAGUE OF WOMEN VOTERS OF PORTLAND EDUCATION FUND INC PO BOX 3491 PORTLAND OR 97208 PC GENERAL SUPPORT 250 LIFE EXPANDING ADVENTURE PROGRAM 620 SW 5TH AVE SUITE 900 PORTLAND OR 97204 PC GENERAL SUPPORT 250 LITERARY ARTS VIA BARCLAY 716 SE GRAND AVE PRTLAND OR 97214 PC GENERAL SUPPORT 10000 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 PC GENERAL SUPPORT 500 MEALS ON WHEELS 7710 SW 31ST AVE PORTLAND OR 97219 PC TO ENSURE NO SENIOR WILL GO HUNGRY 1500 MENTAL HEALTH & 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97214 PC GENERAL SUPPORT 250 OREGON PUBLIC BROADCASTING 7140 SW MACADAM AVE PORTLAND OR 97219 PC ENABLES OPB TO BRING RADIO, TELEVISION, AND ONLINE INFORMATION TO MORE THAN 1.5 MILLION PEOPLE EACH WEEK 15240 OREGON WILD 5825 N GREELEY AVE PORTLAND OR 97217 PC PROTECTING OREGON'S WILD LANDS, WILDLIFE, AND WATER 500 OREGON ZOO FOUNDATION 4001 SW CANYON RD PORTLAND OR 97221 PC TO SECURE FINANCIAL SUPPORT FOR CONSERVATION, EDUCATION AND ANIMAL WELFARE 250 OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 PC GENERAL SUPPORT 250 OXFAM 77 N WASHINGTON ST SUITE 500 BOSTON MA 02114 PC GENERAL SUPPORT 500 PACIFIC CREST TRAIL ASSOCIATION 2150 RIVER PLAZA DR SUITE 155 SACRAMENTO CA 95833 PC GENERAL SUPPORT 100 PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON MA 02199 PC GENERAL SUPPORT 250 PLAYWRITE PO BOX 13420 PORTLAND OR 97213 PC TO PROVIDE YOUNG PEOPLE A SAFE SPACE TO EXPLORE THEIR VOICE, STORIES THROUGH ART 250 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 PC TO PROVIDE ACCESS TO ART WITH LASTING VALUE FOR EDUCATION AND ENRICHMENT OF COMMUNITY 250 PORTLAND CENTER STAGE 128 NW 11TH AVE PORTLAND OR 97209 PC GENERAL SUPPORT 200 PORTLAND PLAYHOUSE 602 NE PRESCOTT ST PORTLAND OR 97211 PC GENERAL SUPPORT 100 PORTLAND RESCUE MISSION PO BOX 3713 PORTLAND OR 97208 PC GENERAL SUPPORT 500 PROJECT HOPE 1220 19TH ST NW SUITE 800 WASHINGTON DC 20036 PC GENERAL SUPPORT 250 RAPHAEL HOUSE 2057 NW OVERTON ST PORTLAND OR 97209 PC PROVIDES FOOD/CLOTHING TO THE NEEDY 250 REPRODUCTIVE FREEDOM FOR ALL 1725 I ST NW SUITE 900 WASHINGTON DC 20006 PC GENERAL SUPPORT 500 SAVE THE CHILDREN 501 KINGS HWY EAST SUITE 400 FAIRFIELD CT 06825 PC TO PROVIDE LIFESAVING RELIEF TO CHILDREN 250 SHRINERS CHILDRENS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 PC TO IMPACT THE LIVES OF CHILDREN 250 SIERRA CLUB 2101 WEBSTER ST SUITE 1300 OAKLAND CA 94612 SO I GENERAL SUPPORT 250 SMART READING 101 SW MARKET ST PORTLAND OR 97201 PC PROVIDE A CHILD BORN WITH A CLEFT THE SAME OPPORTUNITIES IN LIFE 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TX 75380 PC GENERAL SUPPORT 500 THE WILDERNESS SOCIETY 1615 M ST NW SUITE 200 WASHINGTON DC 20036 PC PROTECTING NATURAL AREAS AND FEDERAL PUBLIC LANDS 500 TOGETHER WE ARE GREATER THAN 401 NE 19TH AVE SUITE 200 PORTLAND OR 97211 PC GENERAL SUPPORT 250 TRUST WOMEN FOUNDATION PO BOX 3222 WICHITA KS 67201 PC GENERAL SUPPORT 250 TUALATIN FOOD PANTRY PO BOX 248 TUALATIN OR 97062 PC GENERAL SUPPORT 7500 UNION GOSPEL MISSION 3 NW THIRD AVE PORTLAND OR 97209 PC TO PROVIDE MEALS, CARE AND RECOVERY TO HOMELESS AND HURTING NEIGHBORS 25000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 PC GENERAL SUPPORT 250 UNITED NEGRO COLLEGE FUND 1805 7TH ST NW WASHINGTON DC 20001 PC GENERAL SUPPORT 500 USA FOR UNFPA 605 THIRD AVE 4TH FLOOR NEW YORK NY 10158 PC GENERAL SUPPORT 250 USA FOR UNHCR 1310 L ST NW SUITE 450 WASHINGTON DC 20005 PC TO AID AND PROTECT REFUGEES, FORCIBLY DISPLACED COMMUNITIES, AND STATELESS PEOPLE 750 VISITATION MONASTERY OF MINNEAPOLIS 1615 FREMONT AVE N MINNEAPOLIS MN 55411 PC GENERAL SUPPORT 500 WATER 1ST INTERNATIONAL 1904 3RD AVE SUITE 1012 SEATTLE WA 98101 PC TO SUPPORT WATER 1ST INTERNATIONAL 250 WATERORG 40 WORTH ST SUITE 330 NEW YORK NY 10013 PC TO FUND WATER PROJECTS 500 WILD RIVERS LAND TRUST PO BOS 1158 PORT ORFORD OR 97465 PC ENVIRONMENTAL CONSERVATION 250 WILD SALMON CENTER 721 NW 9TH AVE SUITE 300 PORTLAND OR 97209 PC TO CONSERVE WILD SALMON AND STEELHEAD STRONGHOLDS ACROSS THE PACIFIC RIM 500 WILDERNESS SOCIETY 620 SW 5TH AVE SUITE 900 PORTLAND OR 97204 PC GENERAL SUPPORT 500 WOMEN FOR WOMEN INTERNATIONAL 2000 M ST NW SUITE 750-A WASHINGTON DC 20036 PC GENERAL SUPPORT 500 WOMEN'S REFUGEE COMMISSION 15 WEST 37TH ST 9TH FLOOR NEW YORK NY 10018 PC TO PROTECT THE LIVES AND RIGHTS OF PEOPLE DISPLACED BY CONFLICT AND CRISIS 250 WORLD VISION PO BOX 70102 TACOMA WA 98481 PC TO PROVIDE ESSENTIAL CARE, ENCOURAGEMENT, AND HOPE TO HURTING CHILDREN AND FAMILIES 250 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 PC TO SUPPOR THE WORLD WILDLIFE FUND 500 YOUTH MUSIC PROJECT 2015 8TH AVE WEST LINN OR 97068 PC GENERAL SUPPORT 250 172140 0 14 33 14 65703 18 206947 0 272683 0 272683 1 0 0 0 0 0 0 0 0 1a(1) 250 SIERRA CLUB CHARITABLE GRANT INADVERTENTLY PAID TO A 501(C)(4) ORGANIZATION. 0 ACCOUNTING FEES 11000 5500 5500 ADOBE INC 19785 73148 ALPHABET INC 25640 301248 APPLE INC 21228 160398 CALAMOS GROWTH FUND & INCOME FUND CLASS I 112350 193950 CALVERT FD INCOME FD CL I 258795 275150 CALVERT INTERNATIONAL RESPONSIBLE INDEX FUND CLASS I 117537 161331 CISCO SYSTEMS INC 27000 98213 COHEN & STEERS PREFERRED SEC & INC FUND I 75732 84700 COLUMBIA SELIGMAN TECHNOLOGY & INFORMATION FUND I 36156 98863 COSTCO WHOLESALE CORP 6290 73299 ISHARES ESG AWARE MSCI USA SMA ETF 92443 117939 ISHARES INC ISHARES ESG AWARE MSCI EM ETF 83522 104506 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 49469 51729 JOHNSON & JOHNSON 10487 98301 MICROSOFT CORP 16917 237458 NVIDIA CORP 7896 373000 ORACLE CORP 20432 153784 PEPSICO INC 21237 71760 PRAXIS 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