2026-06-02T10:00:48-07:00 2025-12-31 823042390 McKenzie Duncan Johns CPAs LLC 290 SW Hill Road McMinnville OR 97128 990PF 2025-01-01 470932189 Hillside Foundation HILL 9712612162 900 NW Hill Road McMinnville OR 97128 Jim Givens President 2026-06-02 true Casey Duncan P01894439 5034343121 2025 2025-03-06 01:10:19Z X 1727000 X 52733 X 56331 56331 56331 142859 306182 142859 1828 253751 199190 56331 975 1538 908 11801 15222 0 0 125478 125478 140700 0 125478 113051 199190 56331 178504 146472 146472 96183 102980 104954 262131 361917 878852 586512 625012 596722 800 800 1123330 1236381 1727000 0 X 1123330 1234553 1828 1123330 1236381 1123330 1236381 1123330 113051 1236381 1236381 10 Alphabet Inc. P 2014-04-17 2025-11-24 3173 273 2900 2900 1145.266 DFA Emerging Market P 2024-01-01 2025-02-19 34317 28753 5564 5564 5 Eversource Energy P 2010-10-28 2025-10-20 364 156 208 208 2 Factset Research Systems P 2010-10-28 2025-10-20 577 176 401 401 5 Home Depot P 1988-09-02 2025-03-27 1816 4 1812 1812 130 IShares Core S&P 500 ETF IVV146 P 2005-09-01 2025-01-15 77417 15961 61456 61456 5586.616 Vanguard Total Intnl Stock Index P 2024-01-01 2025-02-19 188518 118000 70518 70518 142859 2769 2769 2769 X 46 2815 0 false false false false false false false true true OR true true true false false true N/A Leila MacDonald 9713001552 1023 NW Cascade Way McMinnville OR 97128 false false false false false false false false false false false false false false false false false false false false false false Terry Olson 867 NW Meadowood Circle McMinnville OR 97128 Secretary 2.00 0 Gary Rueter 11950 NW Fox Ridge Road McMinnville OR 97128 Vice President 2.00 0 Jim Givens 775 NW Meadowood Circle McMinnville OR 97128 President 10.00 0 Leila MacDonald 1023 NW Cascade Way McMinnville OR 97128 Treasurer 10.00 0 NONE NONE Scholarship grants to Chemeketa College, George Fox University and Linfield College for students in training as nurses. 0 Grants to Yamhill Community Action Partnership Give a Little Foundation Willamette Valley Cancer Foundation 1571032 0 0 1571032 0 1571032 23565 1547467 77373 X 125478 125478 X 56331 48186 43944 36425 184886 47881 40958 37352 30961 157152 125478 67198 75350 69850 337876 125478 67198 75350 69850 337876 1236381 1604832 1472086 1325264 5638563 1236381 1604832 1472086 1325264 5638563 0 X Chemeketa Community College PO Box 14007 Salem OR 97309 PC College Scholarships 24000 George Fox University 414 N Meridian Street Newberg OR 97132 PC College Scholarships 20000 Linfield College 900 SE Baker Street McMinnville OR 97128 PC College Scholarships 20000 Willamette Valley Cancer Center 2700 Stratus Ave Suite A McMinnville OR 97128 PC Financial assistance for cancer patients and families 10000 Yamhill Community Action Partnershi PO Box 621 McMinnville OR 97128 PC Capital improvements and food and financial assistance to elderly residents in Yamhill County: staff training. 6000 Give a Little Foundation PO Box 232 McMinnville OR 97128 PC Support 16000 Hillside Scholarships 300 Hillside Park Way McMinnville OR 97128 NC Resident Assistance 25278 Lions Club Medical Equipment Progra 500 NW Hill Road McMinnville OR 97128 PC Support 3000 Hillside Music 900 NW Hill Rd McMinnville OR 97128 NC Music Appreciation Support 1200 125478 56331 142859 Restricted donor income 1828 201018 201018 false false false false false false false false false false Tax preparation 975 0 0 0 Vanguard Inflation Protected Securities 9299 8857 Vanguard Interm Trm Invest GR Admiral 195000 176381 Vanguard Short-term Infl Prot Sec Admira 60000 61462 Pimco Income Fund Institutional Fund 39006 36913 Blackrock Multi-Asset Income Instl. 80207 75487 Vanguard Total Interntl Bond Index Adm 40000 35495 Vanguard Short Term Invmt Grade Adm 201500 202127 IShares TR S&P Index Fund 81419 486307 Vanguard Small Cap. Index Trust 56498 127631 Fidelity Internatl Index Fund 224000 264914 102980 104954 Miscellaneous 800 800 Activity Fees 80 Bank Fees 60 Headwater Fees 9657 Headwater Transaction Costs 122 Insurance - General 275 Insurance D&O 1346 Resident Tech Class 261 Restricted donor income 1828 Rich Patricia Gleitsmann 900 NW Hill Rd McMinnville OR 97128 Jim Eileen Givens 775 NW Meadowood Circle McMinnville OR 97128 Barbara Baker 900 NW Hill Rd McMinnville OR 97128 Jan Linda Wepster 900 NW Hill Rd McMinnville OR 97128 Ralph Janet Litchfield 879 NW Meadowood Circle McMinnville OR 97128 Federal tax 952 Foreign Taxes paid 274 Oregon Corporate Fee 50 Oregon Taxes CT-12 262