2026-07-23T07:39:45-07:00 2025-12-31 760254608 SHELLY S DAVIS CPA PC 9700 SW CAPITOL HWY STE 130 PORTLAND OR 97219 990PF 2025-01-01 874048862 NATT MCDOUGALL FAMILY CHARITABLE TRUST NATT 5034079572 524 RIDGEWAY ROAD LAKE OSWEGO OR 97034 NATT MCDOUGALL Trustee 2026-07-23 true SHELLY S DAVIS P00527506 5032467156 2025 2025-03-06 01:10:19Z X 965252 X X 17402 17402 13424 13424 10005 85005 10005 40831 40831 2200 1100 1100 1190 595 595 4039 4039 867 392 8296 6126 1695 52375 52375 60671 6126 54070 -19840 34705 548989 305967 305967 227 111 227 227 254796 477862 507549 150000 150000 151509 953896 934056 965252 0 X 953896 934056 953896 934056 953896 934056 953896 -19840 934056 934056 75,000 SALLIE MAE BANK CD 4.9000% 12/08/25 P 2022-11-30 2025-12-08 75000 75000 Capital Gain Dividends 10005 10005 482 482 482 482 482 0 0 false false false false false false false true true OR true false false false false true N/A NATT MCDOUGALL 5034079572 524 RIDGEWAY ROAD LAKE OSWEGO OR 97034 false false false false false false false false false false false false false false false false false false false false false false NATT MCDOUGALL 524 RIDGEWAY ROAD LAKE OSWEGO OR 97034 Trustee 2.00 0 KAREN MCDOUGALL 524 RIDGEWAY ROAD LAKE OSWEGO OR 97034 Trustee 1.00 0 NONE NONE THE TRUST CARRIES OUT ITS CHARITABLE PROGRAMS THROUGH GRANTS TO OTHER ORGANIZATIONS. 0 662886 312015 0 974901 0 974901 14624 960277 48014 48014 482 482 47532 47532 47532 54070 54070 47532 4793 2726 3593 11112 54070 0 47532 6538 17650 0 17650 4793 2726 3593 6538 NATT MCDOUGALL 524 RIDGEWAY ROAD LAKE OSWEGO OR 97034 5034079572 NATTAMCDOUGALL@MSN.COM GRANT APPLICATIONNAME & ADDRESS OF ORGANIZATION & CONTACT PERSONLIST OF BOARD OF DIRECTORS501(C)(3) DOCUMENTATIONNARRATIVE PROPOSAL OF PROJECT INCLUDING DETAIL BUDGETMOST RECENT ANNUAL REPORT END OF EACH CALENDAR QUARTER NONE OUR LADY OF THE LAKE 650 A AVENUE LAKE OSWEGO OR 97034 N/A NC GENERAL SUPPORT FOR BUILDING CAMPAIGN. 10000 ST FRANCIS OF ASSISI CATHOLIC SCHOO 2450 NE 27TH STREET BEND OR 97701 N/A NC GENERAL SUPPORT GRANT FOR SCHOOL. 875 THE GROTTO SANCTUARYSORROWFUL MOTHE PO BOX 20008 PORTLAND OR 97294 N/A NC GENERAL SUPPORT FOR ELEVATOR KICK OFF. 1500 CATHOLIC CHARITIES 2740 SE POWELL BLVD PORTLAND OR 97202 N/A NC GENERAL SUPPORT GRANT. 15000 BOYS GIRLS CLUB OF HAWAII 1000 BISHOP ST STE 105 HONOLULU HI 96813 N/A NC GENERAL SUPPORT FOR WINDWARD ROOF PROJECT. 10000 SISTERS OF ST MARY'S 4440SW 148TH BEAVERTON OR 97078 N/A NC SCHOLARSHIPS. 5000 MT ANGEL ABBEY 1 ABBEY DRIVE SAINT BENEDICT OR 97373 N/A NC GENERAL SUPPORT GRANT FOR MOVING FORWARD CAMPAIGN-MT ANGEL. 10000 52375 14 17402 14 13424 18 10005 40831 40831 false false false false false false false false false false SHELLY S DAVIS CPA PC 1190 595 0 595 AMERICAN CENTY MUT FDS GROWTH 699.738 SH 41965 41711 SCHWARTS FDS AVA MARIA BOND FD 5,832.792 71291 71802 BARON SLCT FDS EMRGING MKTS FD 1,855.236 28530 35491 NOMURA SAMLL CAP CORE FUND 607.484 SH 18830 18504 DODGE & COX STOCK FUND 2,374.567 SH 40285 39394 HARBOR EMBARK COMMODITY STR 1,973.225 SH 20504 20541 NYLI MACKAY HIGH YIELD CORP 5,546.848 SH 29055 28899 VANGUARD LARGE CAP INDEX FD 529.796 SH 71400 84211 T ROWE PRICE INTL FD OVERSEAS 1,081.115 14572 17503 TOUCHSTONE MID CAP FD 332.753 SH 18814 18860 VANGUARD DEVELOPED MRKTS INDX 1,186.194 19612 23807 VANGUARD TOTAL BOND MKT 6,947.665 SH 67081 67879 VANGUARD INDEX TR MID CAP ADM 54.588 SH 17949 19617 VANGUARD SMALL-CAP INDEX FD 156.419 SH 17974 19330 SALLIE MAE BANK CD 4.900% 12/8/25 AT COST MORGAN STANLEY PVT BK CD 5.050% 11/16/26 AT COST 75000 75974 TOYOTA FINL SGS BK CD 4.250% 2/16/27 AT COST 75000 75535 STOLE RIVES 2200 1100 0 1100 INVESTMENT MANAGEMENT FEES 4039 4039 0 0 FEDERAL 475 FOREIGN TAX 247 247 OREGON FILING FEE 145 145