2026-03-16T15:16:50-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2025-01-01 320185357 KMR GROUP FOUNDATION KMRG 3608820756 PO BOX 821930 VANCOUVER WA 986825505 KATHRYN JONES EXECUTIVE DIRECTOR 3608820756 2026-03-12 1 MAGGIE ELLIOTT P01790721 5032421447 2026-03-12 2025 2025-03-06 01:10:19Z X 41254920 X 4764123 1274592 1274592 4379771 17208141 4379771 9624 0 10428110 5654363 80000 0 80000 494507 0 512670 43225 0 44181 12315 6158 6157 53383 6213 47170 20096 32 0 101952 0 101952 76 0 76 39719 0 39719 845273 12403 831925 71836 71836 917109 12403 903761 9511001 5641960 74554 127983 127983 11531912 29637728 29637728 2084 2560 2560 997480 0 0 22489240 11486649 11486649 35095270 41254920 41254920 40999 5766 40999 5766 X 35054271 41249154 35054271 41249154 35095270 41254920 35054271 9511001 0 44565272 3316118 41249154 PUBLICLY TRADED SECURITIES 16913027 12828370 4084657 4084657 CAPITAL GAINS DIVIDENDS P 295114 295114 295114 4379771 78423 0 78423 0 78423 16000 0 0 0 16000 X 2861 65284 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.KMRGRP.COM MARTIN RIFKIN 3608820756 9604 NE 126TH AVE 2330 VANCOUVER WA 98682 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN JONES PO BOX 821930 VANCOUVER WA 98682 PRESIDENT & TREASURER 10.00 0 0 0 MARTIN RIFKIN PO BOX 821930 VANCOUVER WA 98682 VICE PRESIDENT & SECRETARY 10.00 0 0 0 DANIEL GERBER PO BOX 821930 VANCOUVER WA 98682 DIRECTOR 11.00 40000 0 0 MELISSA PEDRAZA PO BOX 821930 VANCOUVER WA 98682 DIRECTOR 11.00 20000 0 0 CLAIRE RIFKIN PO BOX 821930 VANCOUVER WA 98682 DIRECTOR 10.00 10000 0 0 ELAURA RIFKIN PO BOX 821930 VANCOUVER WA 98682 DIRECTOR 10.00 10000 0 0 A KNIGHT PO BOX 821930 VANCOUVER WA 98682 COMMUNITY RELATIONS 40.00 102492 13553 360 M DOWNEY PO BOX 821930 VANCOUVER WA 98682 DIGITAL DIRECTOR 40.00 112000 3360 0 S OLSON PO BOX 821930 VANCOUVER WA 98682 GRAPHIC DESIGNER 40.00 77594 10199 0 J BLACK PO BOX 821930 VANCOUVER WA 98682 ACCOUNTANT 40.00 64659 1940 0 F GAMBLE PO BOX 821930 VANCOUVER WA 98682 ADMINISTRATIVE COORD 40.00 48414 8360 0 0 SUCCOR GLOBAL LLC 6566 SE LAKE RD SUITE A MILWAUKIE OR 97222 PROTECTIVE SECURITY 69323 0 0 8554001 28051438 0 36605439 0 0 36605439 549082 36056357 1802818 1802818 78423 78423 1724395 0 1724395 0 1724395 903761 0 903761 1724395 0 0 1122724 1140676 303529 2566929 903761 0 0 0 903761 0 820634 820634 1746295 0 0 0 0 0 0 0 1746295 302090 1140676 303529 KATHRYN JONES MARTIN RIFKIN MARTIN RIFKIN PO BOX 821930 VANCOUVER WA 98682 3608594070 THE FOUNDATION RELIES UPON SELECTED EDUCATIONAL INSTITUTIONS TO PUBLICIZE, SOLICIT, AND ANNOUNCE THE FOUNDATIONS PROGRAM. NONE MUST BE OUT OF HIGH SCHOOL FOR AT LEAST TWELVE MONTHS AND HAVE FINANCIAL NEED. CHABAD JEWISH CENTER OF HENDERSON 524 CARNEGIE ST HENDERSON NV 89052 PC COMMUNITY FELLOWSHIP 1000 CLARK COLLEGE 1933 FORT VANCOUVER WAY VANCOUVER WA 98663 GOV SCHOLARSHIPS AND EDUCATION 14000 CONCORDIA UNIVERSITY ST PAUL 1282 CONCORDIA AVE ST PAUL MN 55104 PC SCHOLARSHIPS AND EDUCATION 24000 FLORIDA CHI ALUMNI ASSOCIATION OF SIGMA ALPHA EPSILON IN TAMPA BAY 10016 BROMPTON DR SUITE 106 TAMPA FL 33626 PC SCHOLARSHIPS AND EDUCATION 1000 HILLEL INTERNATIONAL 800 8TH STREET NW WASHINGTON DC 20001 PC SCHOLARSHIPS AND EDUCATION 1000 IDENTITY CLARK COUNTY 900 WASHINGTON ST SUITE 1040 VANCOUVER WA 98660 PC COMMUNITY FELLOWSHIP 1000 KIWANIS CLUB OF KAHULUI PO BOX 517 KAHULUI HI 96733 PC CHILDREN & YOUTH 1000 MT HOOD COMMUNITY COLLEGE 26000 SE STARK ST GRESHAM OR 97030 GOV SCHOLARSHIPS AND EDUCATION 2333 NORTH COUNTY FOOD BANK PO BOX 2106 BATTLE GROUND WA 98604 PC FOOD & SHELTER 1631 PORTLAND STATE UNIVERSITY PO BOX 908 PORTLAND OR 97207 GOV SCHOLARSHIPS AND EDUCATION 2333 ST ANDREW LUTHERAN CHURCH 5607 N GHER RD VANCOUVER WA 98662 PC COMMUNITY FELLOWSHIP 6117 ST VINCENT DE PAUL 2456 NE STAPLETON RD VANCOUVER WA 98661 PC COMMUNITY FELLOWSHIP 14088 UNIVERSITY OF WASHINGTON 407 GERBERDING HALL SEATTLE WA 98195 GOV SCHOLARSHIPS AND EDUCATION 2334 71836 0 14 1274592 18 4379771 RETURN OF CAPITAL (NON-TAXABLE) 01 9624 0 5663987 0 5663987 0 0 0 0 0 0 0 0 0 0 X X 1 KEEN MANAGED RESERVE TRUST 9604 NE 126TH AVE 2330 VANCOUVER WA 98682 4764123 X X 1 PUBLICLY TRADED SECURITIES 355518 2025-08-21 1 PUBLICLY TRADED SECURITIES 2408605 2025-08-22 ACCOUNTING FEES 12315 6158 6157 VANGUARD INDEX FUNDS S&P 500 ETF 8012670 8012670 NEOS S&P 500 HIGH INCOME ETF 1008082 1008082 VANGUARD DIVIDEND GROWTH INVESTOR CL 2465897 2465897 UNREALIZED LOSS ON INVESTMENTS 3316118 VOLUNTEER APPRECIATION 859 0 859 DUES & SUBSCRIPTIONS 13106 0 13106 OFFICE EXPENSES 8749 0 8749 ADVERTISING 1109 0 1109 INSURANCE 14886 0 14886 LICENSES & FEES 120 0 120 SPONSORSHIP 890 0 890 RETURN OF CAPITAL (NON-TAXABLE) 9624 9624 INVESTMENT MANAGEMENT FEES 6213 6213 0 INFORMATION TECHNOLOGY 43279 0 43279 OTHER PROFESSIONAL FEES 3891 0 3891 FOREIGN TAXES 36 32 0 EXCISE TAXES 20060 0 0