2026-03-21T10:14:26-05:00 2025-08-31 582487348 APRIO ADVISORY GROUP LLC 5885 MEADOWS RD 200 LAKE OSWEGO OR 97035 990PF 2024-09-01 931191224 THE NICOLI FOUNDATION NICO 5036926080 2820 DELLWOOD DR LAKE OSWEGO OR 97034 DANIEL P NICOLI PRESIDENT 5036926080 2026-03-21 1 1 MATTHEW J MATTECHECK CPA P01268191 5036974118 2026-03-21 2024 2025-03-06 01:10:19Z X X 1942889 X 537088 487 487 33504 33504 70781 319069 70781 193424 0 193424 835284 104772 193424 0 0 0 0 5975 0 0 0 236199 20260 193424 22515 1065 0 0 523 3568 0 0 3568 147673 0 0 145939 394480 20260 193424 172545 58168 58168 452648 20260 193424 230713 382636 84512 0 239097 103513 103513 5099 8705 5099 5099 1250757 1834277 1834277 34903 34903 1498559 1942889 1942889 475 0 475 0 X 1498084 1942889 1498084 1942889 1498559 1942889 1498084 382636 62169 1942889 0 1942889 PUBLICLY TRADED SECURITIES 237450 237295 155 155 PUBLICLY TRADED SECURITIES 11305 10993 312 312 CAPITAL GAINS DIVIDENDS P 70314 70314 70314 70781 1175 0 1175 0 1175 0 0 2000 0 2000 43 782 782 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 1 0 0 1 N/A RACHEL HARRIS 5036926080 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID P NICOLI DECEASED 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 PRES/SEC 2.00 0 0 0 STEPHANIE NANNA 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 VP 1.00 0 0 0 KRISTA BRITTON 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 DIRECTOR 1.00 0 0 0 DAVID NICOLI JR 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 DIRECTOR 1.00 0 0 0 DANIEL NICOLI 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 DIRECTOR 1.00 0 0 0 NONE 0 MURCO PRODUCTIONS LLC 22415 SW MARTINAZZI AVE TUALATIN OR 97062 EVENT PLANNING AND PRODUCTION 100400 0 THE FOUNDATION OPERATES THE TIGARD FESTIVAL OF BALLOONS, A FAMILY ORIENTED COMMUNITY FESTIVAL STRUCTURED TO PROVIDE FUNDRAISING OPPORTUNITIES FOR LOCAL NON-PROFIT ORGANIZATIONS WHILE CELEBRATING THE CITY OF TIGARD COMMUNITY. 365970 THE FOUNDATION SUPPORTS TIGARD HIGH SCHOOL ATHLETICS THROUGH THE PURCHASE OF ATHLETIC EQUIPMENT, TRAVEL REIMBURSEMENT AND FUNDRAISING EVENTS. 0 0 1564061 181060 0 1745121 0 0 1745121 26177 1718944 85947 85947 1175 1175 84772 0 84772 0 84772 230713 0 230713 84772 55829 0 0 230713 55829 0 0 84772 90112 0 0 90112 0 0 0 0 0 0 0 90112 90112 DAVID P NICOLI DECEASED DANIEL P NICOLI 22804 SW FOREST CREEK DR UNIT 102 SHERWOOD OR 97140 5036926080 REQUIRED FORM: VERIFY 501(C)(3) STATUS, INTENDED USE AND AMOUNT REQUESTED. NONE. CULTURAL/RECREATIONAL ACTIVITIES SERVICING TIGARD AND GREATER WASHINGTON COUNTY, OREGON. BETHLEHEM HOUSE OF BREAD 9055 SW LOCUST ST TIGARD OR 97223 PC GENERAL SUPPORT 109 MOUNTAIN WAVE EMERGENCY COMMUNICATIONS INC 10117 SE SUNNYSIDE RD F-547 CLACKAMAS OR 97015 PC GENERAL SUPPORT 1500 THE FOUNDATION FOR TIGARD-TUALATIN SCHOOLS 6960 SW SANDBURG ROAD TIGARD OR 97223 PC GENERAL SUPPORT 2957 TIGARD BOOSTERS CLUB INC 9000 SW DURHAM RD TIGARD OR 97224 PC GENERAL SUPPORT 5202 TIGARD CERT INC 16200 SW PACIFIC HWY STE H106 TIGARD OR 97224 PC GENERAL SUPPORT 2000 TIGARD HIGH BAND BOOSTERS PO BOX 230349 TIGARD OR 97281 PC TO SUPPORT THS BAND. 5042 TIGARD SAFE GRADS 9000 SW DURHAM RD TIGARD OR 97224 PC GENERAL SUPPORT 1557 TUALATIN HIGH SCHOOL ATHLETIC BOOSTER CLUB PO BOX 1671 TUALATIN OR 97062 PC GENERAL SUPPORT 127 CHEHALEM VALLEY BMX PO BOX 245 NEWBERG OR 97132 PC GENERAL SUPPORT 32000 ROTARY CLUB OF TIGARD FOUNDATION 12360 SW JAMES STREET TIGARD OR 97223 PC GENERAL SUPPORT 5000 FRIENDS OF TIGARD FOOTBALL 15532 SW PACIFIC HIGHWAY 303 TIGARD OR 97224 PC GENERAL SUPPOR 2674 58168 0 TIGARD FESTIVAL OF BALLOONS 193424 14 487 14 33504 18 70781 0 104772 193424 298196 1A THE FOUNDATION GENERATES REVENUE BY OPERATING THE TIGARD FESTIVAL OF BALLOONS. 0 0 0 0 0 0 0 0 0 0 X X 1 CITY OF TIGARD 13125 SW HALL BLVD TIGARD OR 97223 23000 X 2 STICKMEN BREWING 19475 SW 118TH AVE 1 TUALATIN OR 97062 5360 X 3 JAMES R NICOLI REVOCABLE LIVING TRUST PO BOX 2401 LAKE OSWEGO OR 97035 498328 X 3 VARIOUS SHARES OF APPRECIATED STOCK 498328 2025-01-21 ACCOUNTING FEES 5975 0 0 0 WELLS FARGO 834625 834625 WELLS FARGO 999652 999652 INSURANCE 17893 0 0 16159 FESTIVAL ADMISSION COSTS 68423 0 0 68423 ADVERTISING 12145 0 0 12145 OFFICE EXPENSES 5503 0 0 5503 OTHER EXPENSES 43709 0 0 43709 TIGARD FESTIVAL OF BALLOONS 193424 193424 UNREALIZED GAIN ON SECURITIES 59726 ADJUSTMENT FOR COST BASIS OF DISPOSED DONATED STOCK 2443 OTHER LIABILITIES 475 0 FESTIVAL FEES: CLEAN UP 1500 0 0 1500 FESTIVAL FEES: ELECTRICAL 24965 0 22213 2752 FESTIVAL FEES: EVENT PLANNING 115400 0 115400 0 FESTIVAL FEES: EVENT STAFF 13445 0 13445 0 FESTIVAL FEES: EVENT STAFF MANAGERS 5500 0 5500 0 FESTIVAL FEES: FIRST AID 2300 0 2300 0 FESTIVAL FEES: MUSIC 24105 0 24105 0 FESTIVAL FEES: SECURITY 10461 0 10461 0 INVESTMENT FEES 20260 20260 0 0 GRAPHIC DESIGN 4250 0 0 4250 OPERATIONS 14013 0 0 14013 JAMES R NICOLI REVOCABLE LIVING TRUST PO BOX 2401 LAKE OSWEGO OR 97035 STATE OF OREGON CT-12 FEES 450 0 0 0 OTHER TAXES AND LICENSES 615 0 0 523