JAMES F AND MARION L MILLER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES F AND MARION L MILLER FOUNDATION (EIN 03-0373895)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349105348
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T16:48:24-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930900579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1121 SW SALMON ST STE 1100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030373895EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES F & MARION L MILLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5035463191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11905 SE 10TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARRIE HOOPSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5035463191PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANG AHNPreparerPersonNm
PTINP00540880PTIN
Phone5032270581PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$214,237,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$201,532InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$201,532InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,624,810DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,624,810DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,702,259NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,018,161GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,702,259CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,528,601TotalRevAndExpnssAmt
Total Net Invst Incm$14,528,601TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$506,759CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,338CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$481,421CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$523,514OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$26,176OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$497,338OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$143,746PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,187PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$136,559PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,305LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,653LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,652LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,286,242OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,286,242OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$178,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$5,507DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$174,756OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,738OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$166,018OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$37,053TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,865TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$34,188TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$209,442OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,327OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$207,115OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,098,324TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,375,526TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,539,291TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,156,009ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,156,009ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,254,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,375,526TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,695,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,725,732ExcessRevenueOverExpensesAmt
Net Investment Income$13,153,075NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,818,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,069,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,069,087SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$14,576PrepaidExpensesBOYAmt
Prepaid Expenses EOY$14,576PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$14,576PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$10,802,662USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,775,829USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,888,959USGovtObligationsEOYFMVAmt
Corporate Stock BOY$122,220,255CorporateStockBOYAmt
Corporate Stock EOY$122,680,299CorporateStockEOYAmt
Corporate Stock EOYFMV$171,311,969CorporateStockEOYFMVAmt
Other Investments BOY$18,348,084OtherInvestmentsBOYAmt
Other Investments EOY$19,129,270OtherInvestmentsEOYAmt
Other Investments EOYFMV$26,945,998OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$69,861LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$62,741LandBldgEquipAccumDeprecAmt
Land BOY$12,627LandBOYAmt
Land EOY$7,120LandEOYAmt
Land EOYFMV$7,120LandEOYFMVAmt
Total Assets BOY$162,216,699TotalAssetsBOYAmt
Total Assets EOY$157,676,181TotalAssetsEOYAmt
Total Assets EOYFMV$214,237,709TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$4,540,518RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$162,216,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,676,181TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$162,216,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$157,676,181TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$162,216,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,725,732ExcessRevenueOverExpensesAmt
Other Increases$185,214OtherIncreasesAmt
Subtotal$157,676,181SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$157,676,181TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2022-01-012023-12-31$29,645,008$19,333,166$10,311,842$10,311,842
PUBLICLY TRADED SECURITIES2023-01-012023-12-31$5,369,613$4,982,736$386,877$386,877
CAPITAL GAIN DISTRIBUTIONS2022-01-012023-12-31$3,540$3,540$3,540
FieldValueIRS element (for citing)
Capital Gain Net Income$10,702,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$182,828InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$182,828SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$182,828TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$203,702EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$203,702TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$20,874OverpaymentAmt
Applied To ES Tax$20,874AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MILLERFOUND.ORGWebsiteAddressTxt
Individual With BooksSUBASHINI GANESAN-FORBESIndividualWithBooksNm
Phone5035463191PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11905 SE 10TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97214ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES H PUTNEY
1905 SE 10TH AVEPORTLANDOR97214CHAIRMAN OF THE BOARD5.00$61,510$0$0
PETER KOEHLER
1905 SE 10TH AVEPORTLANDOR97214PRESIDENT5.00$35,000$0$0
WILLIAM SWINDELLS
1905 SE 10TH AVEPORTLANDOR97214TREASURER5.00$35,000$0$0
SUBASHINI GANESAN-FORBES
1905 SE 10TH AVEPORTLANDOR97214SECRTARY5.00$35,000$0$0
KALI LADD THORNE
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR5.00$35,000$0$0
DONALD L GROTTING
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR5.00$35,000$0$0
GIYEN KIM
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR5.00$35,000$0$0
JOHN TAPOGNA
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR5.00$35,000$0$0
MARTHA RICHARDS
1905 SE 10TH AVEPORTLANDOR97214EXECUTIVE DIRECTOR40.00$25,815$2,581$0
CAROLYN HOOPS
1905 SE 10TH AVEPORTLANDOR97214EXECUTIVE DIRECTOR40.00$226,151$7,212$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
PATRICIA M REYNOLDS
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR OF PROGRAMS40.00$143,847$22,226$0
JENNIFER ALLEN
1905 SE 10TH AVEPORTLANDOR97214PROGRAM OFFICER40.00$124,573$24,718$0
ALMA LLAMAS
1905 SE 10TH AVEPORTLANDOR97214FINANCE MANAGER40.00$94,518$21,861$0
LACEY MATNEY
1905 SE 10TH AVEPORTLANDOR97214GRANTS MANAGER40.00$92,858$17,246$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$201,321,770AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,882,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$209,204,575TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$209,204,575AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,138,069CashDeemedCharitableAmt
Net Vl Noncharitable Assets$206,066,506NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,303,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,303,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$182,828TaxBasedOnInvestmentIncomeAmt
Total Tax$182,828TotalTaxAmt
Distributable Before Adj$10,120,497DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,120,497DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,120,497DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,695,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,695,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,120,497DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,527,058ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,577ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,600,291ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,226,178ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,061,080ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,708,184TotalExcessDistributionCyovAmt
Qualifying Distributions$17,695,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,120,497AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,574,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,282,987TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,527,058ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,755,929ExcessDistriCyovToNextYrAmt
Excess From Year4$293,577ExcessFromYear4Amt
Excess From Year3$5,600,291ExcessFromYear3Amt
Excess From Year2$2,226,178ExcessFromYear2Amt
Excess From Year1$1,061,080ExcessFromYear1Amt
Excess From Current Year$7,574,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCARRIE HOOPS EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11905 SE 10TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97214ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5035463191RecipientPhoneNum
Recipient Email AddressINFO@MILLERFOUND.ORGRecipientEmailAddressTxt
Form And Info And MaterialsPLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLYFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION DEADLINES ARE POSTED PERIODICALLY AT WWW.MILLERFOUND.ORGSubmissionDeadlinesTxt
Restrictions On AwardsTHE MILLER FOUNDATION MAKES RESPONSIVE GRANTS TO REQUESTS FROM ORGANIZATIONS BASED IN OREGON WHOSE PRIMARY FOCUS IS IN THE ARTS OR EDUCATION. FOR MORE INFORMATION, PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (231 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
#INSTABALLET
174 EAST 16TH AVE STE 141EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR INTERACTIVE DANCE COMPANY$4,200
21TEN THEATRE DBA SHOEBOX THEATRE
2110 SE 10TH AVEPORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT GRANT FOR SMALL THEATRE PRODUCTIONS AND ACTING CLASSES$2,500
45TH PARALLEL
PO BOX 12273PORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR CHAMBER MUSIC PERFORMANCES$11,600
ADELANTE MUJERES
2030 MAIN ST SUITE AFOREST GROVEOR97116N/APCTWO YEAR PROJECT SUPPORT FOR YOUTH DEVELOPMENT PROGRAM FOR LATINA STUDENTS IN WA COUNTY$100,000
AFRICAN YOUTH AND COMMUNITY ORGANIZATION (AYCO)
2110 SE 82ND AVEPORTLANDOR97216N/APCTWO YEAR PROJECT SUPPORT FOR CULTURALLY SPECIFIC MENTORING$50,000
ALBERTA ABBEY FOUNDATION
126 NE ALBERTA ST STE 205PORTLANDOR97211N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS PROGRAMMING, PERFORMANCES, AND STUDIO SPACE$15,600
ALL CLASSICAL PUBLIC MEDIA INC
211 SE CARUTHERS ST STE 200PORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR CLASSICAL RADIO STATION AND PROGRAMMING$60,000
ALL HANDS RAISED
2069 NE HOYT STREETPORTLANDOR97232N/APCTWO YEAR OPERATING SUPPORT FOR EDUCATION SYSTEMS CHANGE ORGANIZATION IMPROVING THE EDUCATIONAL OUTCOMES FOR K-12 STUDENTS IN MULTNOMAH COUNTY$75,000
ANIMA MUNDI PRODUCTIONS
PO BOX 1323PHOENIXOR97535N/APCONE YEAR OPERATING SUPPORT FOR ASHLAND CONCERT SERIES FOR COMPOSERS AND PERFORMERS OF NEW MUSIC$14,400
APANO COMMUNITIES UNITED FUND
8188 SE DIVISION STPORTLANDOR97206N/APCTWO YEAR PROJECT SUPPORT GRANT FOR ARTIST IN RESIDENCE PROGRAM AND ARTS FESTIVAL$25,000
ART CENTER EAST
PO BOX 541LA GRANDEOR97850N/APCTWO YEAR OPERATING SUPPORT FOR ARTS PROGRAMS AND INFRASTRUCTURE FOR RURAL ARTISTS$16,000
ART PRESENCE INC
PO BOX 1925JACKSONVILLEOR97530N/APCONE YEAR OPERATING SUPPORT FOR ART GALLERY AND ARTIST STUDIO SPACE IN RURAL OREGON$2,400
ARTICHOKE COMMUNITY MUSIC
2007 SE POWELL BOULEVARDPORTLANDOR97202N/APCFOR CAPACITY-BUILDING THROUGH A MATCHING GRANT; ADAPTED DUE TO COVID-19 TO BE GENERAL OPERATING SUPPORT.$5,000
ARTIST MENTORSHIP PROGRAM
6028 SE 91STPORTLANDOR97266N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS AND MUSIC MENTORSHIP PROGRAMMING FOR HOUSELESS YOUTH IN PORTLAND$5,500
ARTISTS REPERTORY THEATRE
ART AT THE ARMORY 128 NW 11TH AVEPORTLANDOR97209N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR PORTLAND THEATRE.$90,000
ARTMAX ACADEMY
PO BOX 2222BEAVERTONOR97075N/APCONE YEAR OPERATING SUPPORT FOR CULTURALLY SPECIFIC ARTS EDUCATION$4,300
ARTS FOR LEARNING NORTHWEST
1220 SW MORRISON ST SUITE 1000PORTLANDOR97205N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR TEACHING ARTIST TRAINING AND IN-SCHOOL ARTS EDUCATION PROGRAMMING$75,000
ASHLAND CHILDREN'S THEATRE
240 VAN NESS AVEASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR CHILDREN'S THEATER ORGANIZATION$3,000
ASHLAND NEW PLAYS FESTIVAL
258 A STREET SUITE 1 130ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT GRANT FOR PLAYWRIGHTS DEVELOPING NEW WORK AND PUBLIC READINGS$5,900
ASTORIA ARTS AND MOVEMENT CENTER
342 10TH STASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT FOR ARTS AND MOVEMENT CENTER IN ASTORIA$2,900
ASTORIA VISUAL ARTS
PO BOX 1004 1000 DUANE STREETASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT FOR A VISUAL ARTS HUB$4,500
BAG AND BAGGAGE PRODUCTIONS
350 E MAIN STREETHILLSBOROOR97123N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$35,000
BALLET FANTASTIQUE
960 OAK STREETEUGENEOR97401N/APCTHREE YEAR CAPACITY BUILDING SUPPORT FOR INVENTIVE DANCE THEATRE$15,000
BEAT CHILDREN'S THEATRE
PO BOX 6361BENDOR97708N/APCONE YEAR OPERATING SUPPORT FOR CHILDREN'S THEATRE IN BEND$7,000
BEAVERTON SYMPHONY ORCHESTRA
PO BOX 1057BEAVERTONOR97005N/APCONE YEAR GENERAL OPERATING SUPPORT GRANT FOR PROFESSIONAL ORCHESTRA AND COMMUNITY PERFORMANCES$4,100
BENDFILM
1000 NW WALL STREET SUITE 240BENDOR97703N/APCTWO YEAR OPERATING SUPPORT FOR FILM FESTIVAL YEAR ROUND PROGRAMMING$15,000
BLUE SKY GALLERY - OREGON CENTER FOR THE PHOTOGRAPHIC ARTS
122 NW 8TH AVEPORTLANDOR97209N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY PHOTOGRAPHY GALLERY$15,400
BLUEPRINT ENSEMBLE ARTS AND THEATRE INITIATIVE
PO BOX 219233PORTLANDOR97225N/APCONE YEAR OPERATING SUPPORT FOR VOCAL EDUCATION AND PERFORMANCE$3,900
BODYVOX
1201 NW 17THPORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT FOR DANCE EDUCATION AND PERFORMANCE COMPANY$50,000
BRIDGING VOICES
PO BOX 86033PORTLANDOR97286N/APCONE YEAR OPERATING SUPPORT GRANT FOR YOUNG ADULT CHORUS FOR LGBTQ+ AND COMMUNITY$3,100
BRITT MUSIC & ARTS FESTIVAL
PO BOX 1124MEDFORDOR97501N/APCFOR GENERAL OPERATING SUPPORT$90,000
BROADWAY ROSE THEATRE
PO BOX 231004TIGARDOR97281N/APCFOR GENERAL OPERATING SUPPORT$70,000
BUILDING HEALTHY FAMILIES
207 NE PARK STREETENTERPRISEOR97828N/APCONE YEAR OPERATING SUPPORT FOR MENTORING, SOCIAL-EMOTIONAL LEARNING, AND EDUCATION SUPPORT PROGRAMS FOR STUDENTS IN WALLOWA COUNTY$20,000
CALDERA
224 NW 13TH AVE SUITE 304PORTLANDOR97209N/APCONE YEAR PROJECT SUPPORT FOR YOUTH ARTS MENTORING PROGRAM IN PORTLAND AND CENTRAL OREGON$25,000
CAMP FIRE COLUMBIA
1411 SW MORRISON ST 300PORTLANDOR97205N/APCTWO YEAR PROJECT SUPPORT FOR IN-SCHOOL YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM$30,000
CAPPELLA ROMANA
1201 SW 12TH AVE STE 415PORTLANDOR92705N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL CHAMBER CHOIR$36,000
CASCADES THEATRICAL COMPANY
148 NW GREENWOOD AVEBENDOR97701N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE PRODUCTIONS AND YOUTH THEATRE EDUCATION IN CENTRAL OREGON$13,200
CENTRO CULTURAL OF WASHINGTON COUNTY
PO BOX 708 1110 NORTH ADAIR STREETCORNELIUSOR97113N/APCTWO YEAR PROJECT SUPPORT FOR ARTIST RESIDENCY PROGRAM FOR LATINX ARTISTS IN WASHINGTON COUNTY$25,000
CENTRO LATINO AMERICANO
944 W 5TH AVEEUGENEOR97402N/APCTHREE YEAR PROJECT SUPPORT GRANT FOR K-8 ELEMENTARY LITERACY PROGRAM FOR LATINO CHILDREN$35,000
CHEHALEM CULTURAL CENTER
415 E SHERIDANNEWBERGOR97132N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR ARTS PROGRAMMING IN RURAL YAMHILL COUNTY$30,000
CHILDREN'S INSTITUTE
1500 SW 1ST AVE SUITE 750PORTLANDOR97201N/APCFIVE YEAR PROJECT SUPPORT FOR EARLY CHILDHOOD ADVOCACY PROGRAM THROUGH MILLER EARLY CHILDHOOD INITIATIVE$750,000
CHILDREN'S INSTITUTE
1500 SW 1ST AVE SUITE 750PORTLANDOR97201N/APCPARTNERSHIP; ONE YEAR PROJECT SUPPORT FOR EARLY CHILDHOOD EQUITY COLLABORATIVE PROVIDING OREGON EARLY CHILDHOOD FIELD WITH TECHNICAL ASSISTANCE$100,000
CHILDREN'S INSTITUTE
1500 SW 1ST AVE SUITE 750PORTLANDOR97201N/APCFIVE YEAR PROJECT SUPPORT FOR EARLY CHILDHOOD ADVOCACY PROGRAM THROUGH MILLER EARLY CHILDHOOD INITIATIVE$750,000
CITY OF PORTLAND
OMF/ BUREAU OF REVENUE ANDPORTLANDOR97204N/AGOVERNMENTTWO YEAR PROJECT SUPPORT GRANT FOR PUBLIC/PRIVATE PARTNERSHIP TO DEVELOP CITY ARTS AND CULTURE PLAN$50,000FINANCIAL SERVICES - GRANT MANAGEME
CIVICS LEARNING PROJECT
1300 SW 6TH AVENUE SUITE 190PORTLANDOR97201N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR STATEWIDE CIVICS STUDIES PROGRAM$50,000
COASTER THEATRE PLAYHOUSE
PO BOX 643 108 N HEMLOCKCANNON BEACHOR97110N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY THEATRE$6,700
COHO PRODUCTIONS
2257 NW RALEIGH STREETPORTLANDOR97210N/APCTWO YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE COMPANY AND ARTIST LED CO-PRODUCTIONS$21,400
COLLABORATIVE THEATRE PROJECT INC
555 MEDFORD CENTERMEDFORDOR97504N/APCONE YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE ENSEMBLE$15,200
COLLEGE POSSIBLE
532 SE GRAND AVENUEPORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR COLLEGE ACCESS AND SUCCESS PROGRAM FOR URBAN AND RURAL LOW-INCOME STUDENTS$75,000
COLUMBIA GORGE ORCHESTRA ASSOCIATION
PO BOX 1019HOOD RIVEROR97031N/APCONE YEAR OPERATING SUPPORT FOR REGIONAL PERFORMING ARTS ENSEMBLES IN THE COLUMBIA RIVER GORGE AREA$8,800
COLUMBIA RIVER MARITIME MUSEUM
1792 MARINE DRIVEASTORIAOR97103N/APCONE YEAR PROJECT SUPPORT FOR EDUCATION PROGRAM INCORPORATING HISTORY, SCIENCE, CULTURE AND ART FOR K-12 STUDENTS$10,000
COMMUNITY CENTER FOR THE PERFORMING ARTS WOW HALL
291 W 8TH AVENUEEUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR A COMMUNITY CENTER FOR THE PERFORMING ARTS$24,000
COMUNIDAD Y HERENCIA CULTURAL
485 WINSTON PLACESPRINGFIELDOR97477N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS PROGRAMMING SUPPORTING & LED BY TRADITIONAL LATINX ARTISTS IN COMMUNITY$7,100
CONVERGE 45
PO BOX 28209PORTLANDOR972098097N/APCONE YEAR OPERATING SUPPORT FOR CONTEMPORARY ARTS PROGRAMMING AND COMMUNITY ENGAGEMENT$10,200
CORVALLIS ARTS CENTER INC DBA THE ARTS CENTER
700 SW MADISONCORVALLISOR97333N/APCTWO YEAR OPERATING SUPPORT FOR ARTISTS, ARTS LEARNING, ARTS EXHIBITIONS AND CULTURAL EVENTS$26,900
COTTAGE THEATRE
700 VILLAGE DRIVECOTTAGE GROVEOR97424N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY AND YOUTH PROGRAMMING$20,200
CRATERIAN PERFORMANCES
23 S CENTRAL AVEMEDFORDOR97501N/APCTHREE YEAR OPERATING SUPPORT FOR MULTI PURPOSE PERFORMANCE VENUE$60,000
CRAVE THEATRE COMPANY
PO BOX 42184PORTLANDOR97242N/APCONE YEAR OPERATING SUPPORT GRANT FOR THEATRE COMPANY AND INCLUSIVE ARTIST-IN-RESIDENCY PROGRAM$3,800
CROOK COUNTY LIBRARY
175 NW MEADOW LAKES DRPRINEVILLEOR977541465N/APCONE YEAR OPERATING SUPPORT FOR MUSICAL PROGRAMMING IN RURAL OREGON$2,500
CROSSROADS CARNEGIE ART CENTER
2020 AUBURN AVEBAKER CITYOR97814N/APCTHREE YEAR PROJECT SUPPORT FOR PUBLIC/PRIVATE PARTNERSHIP FOR ARTS PROGRAMMING AT NATIONAL HISTORIC OREGON TRAIL INTERPRETIVE CENTER IN RURAL BAKER COUNTY$100,000
CROW'S SHADOW INSTITUTE OF THE ARTS
48004 ST ANDREWS RDPENDLETONOR97801N/APCTWO YEAR OPERATING SUPPORT FOR ARTISTS-IN-RESIDENCE, PRINTMAKING EDUCATION, AND INDIGENOUS ARTS$33,300
CULTURAL ADVOCACY COALITION FOUNDATION
PO BOX 9160PORTLANDOR97207N/APCONE YEAR OPERATING SUPPORT FOR THE CHARITABLE ACTIVITIES OF THE CULTURAL ADVOCACY COALITION OF OREGON TO BENEFIT ARTS AND CULTURE IN THE STATE$9,200
DANCE WIRE
3121 S MOODY AVE STE 155 BOX 8PORTLANDOR97239N/APCTWO YEAR OPERATING SUPPORT GRANT FOR DANCE SERVICE ORGANIZATION$7,400
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
4300 NE KILLINGSWORTH STREETPORTLANDOR97218N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR COLLEGE-PREPARATORY SCHOOL SERVING UNDERPRIVILEGED STUDENTS AND STUDENTS OF COLOR$100,000
DISORIENT ASIAN AMERICAN FILM FESTIVAL OF OREGON
1711 WILLAMETTE STREET SUITE 301 30EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR ASIAN AMERICAN INDEPENDENT FILM FESTIVAL$3,400
EAST CREEK ART - SPONSORED BY OREGON POTTERS ASSOCIATION
12251 SW EAST CREEK ROADWILLAMINAOR97396N/APCONE YEAR PROJECT SUPPORT FOR WORKSHOPS AND DEMONSTRATIONS LED BY BIPOC CERAMIC ARTISTS$6,900
EASTERN OREGON REGIONAL THEATRE INC
2101 MAIN ST SUITE 113BAKER CITYOR97814N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE ORGANIZATION IN RURAL OREGON$3,600
EASTERN OREGON REGIONAL THEATRE INC
2101 MAIN ST SUITE 113BAKER CITYOR97814N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE ORGANIZATION IN RURAL OREGON$3,600
ECHO THEATER COMPANY
1515 SE 37TH AVEPORTLANDOR97214N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR AERIAL ARTS, YOUTH ARTISTIC PROGRAMMING, AND ENSEMBLE THEATER$30,000
ECHO THEATER COMPANY
1515 SE 37TH AVEPORTLANDOR97214N/APCONE YEAR PROJECT SUPPORT FOR ACQUISITION OF PROGRAMMING FROM CIRCUS PROJECT$25,000
ELEVATE OREGON
12215 NE MARX STPORTLANDOR972301040N/APCONE YEAR OPERATING SUPPORT FOR IN-SCHOOL MENTORING PROGRAM FOR GRADES 3-12$50,000
EMPOWERED MOVEMENT AERIAL
202 CASCADE AVENUE STE FHOOD RIVEROR97031N/APCONE YEAR OF OPERATING SUPPORT FOR YOUTH AERIAL ARTS CLASSES AND PERFORMANCES$5,500
EN TAIKO
4949 NE 16TH AVE APT APORTLANDOR972115081N/APCONE YEAR OPERATING SUPPORT GRANT FOR YOUTH JAPANESE TAIKO DRUMMING EDUCATIONAL AND PERFORMANCES$4,700
EUGENE BALLET COMPANY
174 EAST 16TH AVEEUGENEOR97401N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL BALLET COMPANY AND BALLET SCHOOL$88,000
EUGENE CONCERT CHOIR
174 E 16TH AVE STE135EUGENEOR97401N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR CHORAL ORGANIZATION SUPPORTING CHORUS, CHAMBER CHOIR, AND ORCHESTRA GROUPS$20,000
EUGENE GAY MEN'S CHORUS
PO BOX 51446EUGENEOR97405N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY CHORAL GROUP$2,700
EUGENE OPERA
174 E 16TH AVE SUITE 131EUGENEOR97401N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL OPERA ORGANIZATION$30,000
EUGENE SYMPHONY
115 WEST 8TH AVENUE SUITE 115EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR PROFESSIONAL ORCHESTRA$83,000
EXPERIENCE THEATRE PROJECT
6107 SW MURRAY BLVD 320BEAVERTONOR97008N/APCONE YEAR OPERATING SUPPORT FOR IMMERSIVE THEATRE$4,700
FACT OREGON
2475 SE LADD AVE ST 430PORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR EDUCATION PROGRAMS SUPPORTING STUDENTS AND FAMILIES AFFECTED BY SPECIAL NEEDS AND DISABILITIES$45,500
FIVE OAKS MUSEUM
3300 NW 185TH AVE STE 260PORTLANDOR97229N/APCONE YEAR OPERATING SUPPORT FOR ARTS-INTEGRATED CULTURAL MUSEUM$26,000
FOUNDATIONS FOR A BETTER OREGON
123 NE 3RD AVE SUITE 208PORTLANDOR97232N/APCINSTALLMENT GRANT FOR 3 YEAR SUPPORT OF OPERATIONS FOR LEARNING CONTINUUM AND COMMUNITY-CENTERED DATA INITIATIVE$200,000
FOUR RIVERS CULTURAL CENTER
676 SW 5TH AVENUEONTARIOOR97914N/APCONE YEAR PROJECT SUPPORT FOR DINOSAURS IN MOTION EXHIBITION IN EASTERN OREGON$15,000
FRIENDS OF CHAMBER MUSIC
211 SE CARUTHERS ST SUITE 202PORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR CHAMBER MUSIC ORGANIZATION$41,000
FRIENDS OF THE CHILDREN CENTRAL OREGON
PO BOX 6028BENDOR97708N/APCTWO YEAR PROJECT SUPPORT FOR MENTORING PROGRAM TO IMPROVE ACADEMIC AND LITERACY SKILLS IN CENTRAL OREGON$25,000
FUSE THEATRE ENSEMBLE
8605 SE ELLIS STPORTLANDOR97266N/APCONE YEAR OPERATING SUPPORT FOR MULTI-DISCIPLINARY PERFORMANCE-BASED ENSEMBLE AND POLITICALLY MOTIVATED THEATRE$7,400
GENERATIONS THEATER COMPANY
PO BOX 204JUNCTION CITYOR97448N/APCONE YEAR OPERATING SUPPORT FOR VOLUNTEER MUSICAL THEATER COMPANY IN RURAL OREGON$1,900
GRANTS PASS MUSEUM OF ART
PO BOX 966GRANTS PASSOR97528N/APCONE YEAR OPERATING SUPPORT FOR ART MUSEUM IN SOUTHERN OREGON$10,700
GREATER THAN
2916 NE ALBERTA STREET SUITE DPORTLANDOR97211N/APCTWO YEAR PROJECT SUPPORT FOR ON CAMPUS WRAPAROUND SERVICES AND RESOURCE NAVIGATION FOR LINGUISTICALLY DIVERSE FAMILIES$50,000
HAND2MOUTH THEATRE
3121 SOUTH MOODY AVE STE 105PORTLANDOR97239N/APCTWO YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE ENSEMBLE$20,800
HIGH DESERT CHAMBER MUSIC
PO BOX 1272BENDOR97709N/APCTWO YEAR OPERATING SUPPORT FOR CHAMBER MUSIC ORGANIZATION IN CENTRAL OREGON$6,900
HIGH DESERT MUSEUM
59800 S HWY 97BENDOR97702N/APCTHREE YEAR OPERATING SUPPORT FOR K-12 EDUCATION PROGRAMMING ABOUT THE NATURAL WORLD AND CULTURAL HISTORY OF THE HIGH DESERT$75,000
HOLLA SCHOOL
14513 SE STARK STPORTLANDOR97233N/APCTWO YEAR PROJECT SUPPORT FOR SCHOOL SERVING YOUTH OF COLOR THROUGH CULTURALLY RESPONSIVE RELATIONSHIPS$50,000
INDEPENDENT PUBLISHING RESOURCE CENTER
318 SE MAIN ST SUITE 155PORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT FOR PRINTMAKING AND LITERARY PROGRAM$12,300
INLAND NORTHWEST MUSICIANS
PO BOX 7039HERMISTONOR97838N/APCONE YEAR OPERATING SUPPORT SUPPORT FOR COMMUNITY ORCHESTRA & CHORALE IN RURAL OREGON$5,400
JOSEPHINE COUNTY FOUNDATION
PO BOX 673MURPHYOR97533N/APCTWO YEAR PROJECT SUPPORT FOR RURAL MENTORING PROGRAM FOCUSED ON IMPROVING GRADUATION RATES$35,500
KAIROSPDX
PO BOX 12190PORTLANDOR97212N/APCTWO YEAR GENERAL OPERATING SUPPORT GRANT FOR CHARTER SCHOOL DEDICATED TO ELIMINATING RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS FOR HISTORICALLY UNDERSERVED CHILDREN$125,000
KIDS UNLIMITED OF OREGON
821 NORTH RIVERSIDEMEDFORDOR97501N/APCTWO YEAR GENERAL OPERATING GRANT FOR IN-SCHOOL YOUTH DEVELOPMENT PROGRAM IN SOUTHERN OREGON$150,000
LAKEWOOD CENTER FOR THE ARTS
368 S STATE STREETLAKE OSWEGOOR97034N/APCONE YEAR OPERATING SUPPORT FOR REGIONAL THEATRE AND ARTS HUB$55,000
LES SHAKESPEARE - SPONSORED BY BLACK UNITED FUND
C/O BLACK UNITED FUND 2828 NEPORTLANDOR97211N/APCONE YEAR OPERATING SUPPORT FOR THEATRE PRODUCTION$2,100ALBERTA ST
LIBERTY RESTORATION INC
1203 COMMERCIAL STASTORIAOR97103N/APCTWO YEAR PROJECT GRANT TO SUPPORT PERFORMING ARTS AND YOUTH THEATRE ACADEMY ON THE NORTH OREGON COAST$15,750
LINCOLN CITY CULTURAL CENTER
540 NE HIGHWAY 101 PO BOX 752LINCOLN CITYOR97367N/APCTWO YEAR PROJECT SUPPORT FOR YOUTH ARTS EDUCATION AT VISUAL AND PERFORMING ARTS CENTER IN RURAL OREGON$20,700
LITTLE THEATRE ON THE BAY
PO BOX 404NORTH BENDOR97459N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY PERFORMING ARTS ORGANIZATION IN RURAL OREGON$6,700
LIVE WIRE RADIO INC
1631 NE BROADWAY ST 539PORTLANDOR97232N/APCFOR GENERAL OPERATING SUPPORT$25,000
MASLOW PROJECT
PO BOX 999MEDFORDOR97501N/APCTWO YEAR PROJECT SUPPORT FOR A SCHOOL-BASED PROGRAM PROVIDING EDUCATIONAL SUPPORTS FOR HOMELESS YOUTH$30,000
MCMINNVILLE FILM FESTIVAL FOUNDATION
PO BOX 536MCMINNVILLEOR97128N/APCONE YEAR OPERATING SUPPORT FOR INDEPENDENT SHORT FILM FESTIVAL$3,500
MIRACLE THEATRE GROUP
425 SE 6TH AVEPORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR LATINO THEATRE, CULTURE, AND ARTS EDUCATION EXPERIENCES$35,100
MT SCOTT LEARNING CENTERS
6148 SE HOLGATE BLVDPORTLANDOR97206N/APCTWO-YEAR CAPACITY BUILDING SUPPORT FOR A PART TIME DEVELOPMENT DIRECTOR AND MATCHING GRANT FOR NEW AND INCREASED INDIVIDUAL GIFTS$7,307
MUSEUM AT WARM SPRINGS
PO BOX 909WARM SPRINGSOR97761N/APCTHREE YEAR OPERATING SUPPORT FOR MUSEUM PRESERVING THE TRADITIONS, CULTURAL AND ARTISTIC HERITAGE OF THE CONFEDERATED TRIBES OF WARM SPRINGS, AND OTHER INDIGENOUS PEOPLES$43,310
MUSIC EDUCATION & PERFORMING ARTISTS ASSOCIATION (MEPAA)
35 E 40TH AVEEUGENEOR97405N/APCONE YEAR OPERATING SUPPORT FOR INTERDISCIPLINARY ARTS EDUCATION PROGRAM$11,100
MUSIC WORKSHOP
4804 SW SCHOLLS FERRY RDPORTLANDOR97225N/APCTWO YEAR PROJECT SUPPORT GRANT FOR STATEWIDE MUSIC EDUCATION PROGRAM PRESENTING CULTURE SERIES: MUSIC FROM THE CONTINENT OF ASIA$20,000
NATIVE ARTS AND CULTURES FOUNDATION INC
ATTN DEVELOPMENT PO BOX 14460PORTLANDOR97293N/APCTHREE YEAR OPERATING SUPPORT FOR PROGRAMMING OF THE CENTER FOR NATIVE ARTS AND CULTURES SUPPORTING NATIVE ARTISTS$60,000
NEW MOON PRODUCTIONS THEATRE COMPANY
PO BOX 820165 1104 N WATTS STREETPORTLANDOR972821165N/APCONE YEAR OPERATING SUPPORT GRANT FOR DRAMA LITERACY PROGRAM$1,900
NEWPORT SYMPHONY ORCHESTRA
PO BOX 1617NEWPORTOR97365N/APCONE YEAR OPERATING SUPPORT FOR PROFESSIONAL SYMPHONY ORCHESTRA IN RURAL OREGON$18,700
NORTH POLE STUDIO
2615 NW 29TH AVE SUITE 8PORTLANDOR97210N/APCONE YEAR OPERATING SUPPORT FOR ACCESSIBLE ARTS PROGRAMMING FOR ARTISTS WITH AUTISM, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES$10,000
OK YOU INC
2000 NE 42ND AVE 103PORTLANDOR97213N/APCONE YEAR OPERATING SUPPORT FOR YOUTH ARTS EDUCATION$11,100
OPEN SCHOOL INC
16570 SE OAK STPORTLANDOR97233N/APCTWO YEAR PROJECT SUPPORT FOR LEARNING AND FACILITATION ROLE AT ALTERNATIVE SCHOOL$75,000
ORCHESTRA NEXT
174 EAST 16TH AVENUE SUITE 142EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT GRANT FOR TRAINING ORCHESTRA$7,000
OREGON ARTS WATCH
3519 NE 15TH AVE 259PORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR OREGON ARTS AND CULTURE MEDIA GROUP$10,400
OREGON BALLET THEATRE
720 S BANCROFT STPORTLANDOR97239N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL BALLET COMPANY AND SCHOOL$400,000
OREGON BALLET THEATRE
720 S BANCROFT STPORTLANDOR97239N/APCGENERAL OPERATING SUPPORT FOR ARTS ORGANIZATION$150,000
OREGON CENTER FOR CONTEMPORARY ART
8371 N INTERSTATE AVENUEPORTLANDOR97217N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY ART GALLERY$25,000
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE MARINE EDUCATION PROGRAM$50,000
OREGON COAST COUNCIL FOR THE ARTS
PO BOX 1315 777 W OLIVE STNEWPORTOR97365N/APCTWO YEAR OPERATING SUPPORT FOR ARTS COUNCIL, PROGRAMMING, AND VENUES ON THE OREGON COAST$33,875
OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION
PO BOX 2405NEWPORTOR97365N/APCONE YEAR OPERATING SUPPORT FOR ORCHESTRA PROGRAM FOR HIGH SCHOOL STUDENTS IN RURAL OREGON$4,800
OREGON COMMUNITY FOUNDATION
1221 SW YAMHILL SUITE 100PORTLANDOR97205N/APCPARTNERSHIP; ONE YEAR PROJECT SUPPORT FOR BUILD INITIATIVE PROVIDING OREGON EARLY CHILDHOOD FIELD WITH POLICY AND STRATEGY SUPPORT$20,000
OREGON COMMUNITY FOUNDATION
1221 SW YAMHILL SUITE 100PORTLANDOR97205N/APCPARTNERSHIP; THREE YEAR COLLABORATIVE GRANT FOR STATEWIDE NETWORK INFLUENCING EDUCATIONAL SYSTEM FOR BLACK STUDENT SUCCESS$100,000
OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION
724 NW DAVIS STREETPORTLANDOR97209N/APCTHREE YEAR OPERATING SUPPORT FOR ART EXHIBIT PROGRAMMING IN JEWISH CULTURAL CENTER$30,000
OREGON MOZART PLAYERS
174 E 16TH AVE SUITE 142EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR CHAMBER ORCHESTRA$10,400
OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI)
1945 SE WATER AVEPORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE EDUCATION PROGRAMMING$125,000
OREGON PUBLIC BROADCASTING
7140 S MACADAM AVEPORTLANDOR97219N/APCTWO YEAR PROJECT SUPPORT FOR ARTS AND CULTURE PROGRAMMING IN PUBLIC BROADCASTING$250,000
OREGON REPERTORY SINGERS
605 PORTLAND AVENUE 445GLADSTONEOR97027N/APCTHREE YEAR OPERATING SUPPORT FOR ADULT AND YOUTH CHORAL ARTS ORGANIZATION$26,000
OREGON SHAKESPEARE FESTIVAL
POST OFFICE BOX 158ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR LARGE-SCALE REPERTORY THEATRE COMPANY$500,000
OREGON SHAKESPEARE FESTIVAL
POST OFFICE BOX 158ASHLANDOR97520N/APCONE YEAR PROJECT SUPPORT FOR LARGE-SCALE REPERTORY THEATRE COMPANY$2,000,000
OREGON SYMPHONY
851 SW 6TH AVE STE 385PORTLANDOR97204N/APCGENERAL OPERATING SUPPORT FOR ARTS ORGANIZATION$500,000
OREGON SYMPHONY
851 SW 6TH AVE STE 385PORTLANDOR97204N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL ORCHESTRA$1,166,667
OUR CHILDREN OREGON
PO BOX 14694PORTLANDOR97293N/APCONE YEAR PROJECT SUPPORT FOR STATEWIDE, MULTI-SECTOR LITERACY TASK FORCE$50,000
OUTSIDE THE FRAME
800 NW 6TH AVE 335PORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT FOR FILMMAKING PROGRAM FOR UNHOUSED AND MARGINALIZED YOUTH$40,000
PACIFIC YOUTH CHOIR
1000 SW BROADWAY SUITE 1290PORTLANDOR97205N/APCTWO YEAR OPERATING SUPPORT GRANT FOR YOUTH CHORAL PROGRAM$14,300
PAINTED SKY CENTER FOR THE ARTS
116 NW BRIDGE ST 9JOHN DAYOR97845N/APCONE YEAR GENERAL OPERATING SUPPORT GRANT FOR COMMUNITY ARTS CENTER AND ARTS EDUCATION PROGRAMMING IN GRANT COUNTY$14,100
PASSINART A THEATRE COMPANY
825 NE 20TH STREET STE DPORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT FOR AFRICAN AMERICAN PRODUCING THEATRE COMPANY$40,000
PATRICIA RESER CENTER FOR THE ARTS
12625 SW CRESCENT STBEAVERTONOR97005N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR MULTIDISCIPLINARY PERFORMING AND VISUAL ARTS CENTER$50,000
PDX JAZZ
2839 SW 2ND AVE SUITE BPORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR JAZZ PERFORMANCE AND ARTS EDUCATION PROGRAMMING$75,000
PEACE IN SCHOOLS
959 SE DIVISION SUITE 325PORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT FOR IN-SCHOOL MINDFULNESS EDUCATION PROGRAM$30,000
PERFORMANCE WORKS NW
4625 SE 67TH AVEPORTLANDOR97206N/APCONE YEAR OPERATING SUPPORT FOR CONTEMPORARY PERFORMANCE, VENUE, AND ARTISTS RESIDENCIES$3,800
PHAME
1631 NE BROADWAY 134PORTLANDOR97232N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND PERFORMANCE PROGRAM FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES$30,000
PLAYA
47531 HIGHWAY 31SUMMER LAKEOR97640N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTIST RESIDENCIES AND PUBLIC PROGRAMS$16,300
PLAYWRITE
PO BOX 13420PORTLANDOR97213N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION PROGRAM PROVIDING STUDENTS WITH PLAYWRITING/PERFORMING WORKSHOPS$16,200
POLARIS DANCE THEATRE
1826 NW 18TH AVEPORTLANDOR97209N/APCONE YEAR GENERAL OPERATING SUPPORT GRANT FOR PROFESSIONAL DANCE ORGANIZATION PROVIDING INCLUSIVE COMMUNITY DANCE CLASSES$20,500
PORTLAND ACTORS CONSERVATORY
128 NW 11TH AVEPORTLANDOR97209N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR ACTORS TRAINING PROGRAM$30,000
PORTLAND ART MUSEUM
1219 SW PARK AVENUEPORTLANDOR97205N/APCGENERAL OPERATING SUPPORT FOR ARTS ORGANIZATION$250,000
PORTLAND ART MUSEUM
1219 SW PARK AVENUEPORTLANDOR97205N/APCTHREE YEAR OPERATING SUPPORT FOR ART MUSEUM$1,250,000
PORTLAND BAROQUE ORCHESTRA
610 SW BROADWAY STE 605PORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR BAROQUE AND EARLY CLASSICAL MUSIC ORCHESTRA$50,000
PORTLAND CENTER STAGE
128 NW ELEVENTH AVEPORTLANDOR972094160N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY$500,000
PORTLAND CENTER STAGE
128 NW ELEVENTH AVEPORTLANDOR972094160N/APCGENERAL OPERATING SUPPORT FOR ARTS ORGANIZATION$250,000
PORTLAND CHAMBER ORCHESTRA
PO BOX 9024PORTLANDOR97207N/APCONE YEAR OPERATING SUPPORT GRANT FOR PROFESSIONAL CHAMBER ORCHESTRA PERFORMANCES$5,300
PORTLAND CHINATOWN MUSEUM
127 NW 3RD AVE MAILING ADDRESSPORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT GRANT FOR CONTEMPORARY ASIAN AMERICAN ART EXHIBITIONS AND PROGRAMS$19,700POBOX 2925 PORTLAND OR 97208
PORTLAND COLUMBIA SYMPHONY
PO BOX 6559PORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT GRANT FOR PROFESSIONAL SYMPHONY ORCHESTRA$19,300
PORTLAND JAZZ COMPOSERS ENSEMBLE
6723 SE 16TH AVE 82752PORTLANDOR972029998N/APCONE YEAR OPERATING SUPPORT GRANT FOR CONCERT SERIES & COMPOSERS$4,300
PORTLAND LESBIAN CHOIR
10350 N VANCOUVER WAY 5198PORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT GRANT FOR LESBIAN CHORAL GROUP FOR LGBTQ+ AND COMMUNITY$5,700
PORTLAND OPERA
211 SE CARUTHERS STREETPORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR OPERA COMPANY$600,000
PORTLAND OPERA
211 SE CARUTHERS STREETPORTLANDOR97214N/APCGENERAL OPERATING SUPPORT FOR ARTS ORGANIZATION$250,000
PORTLAND PLAYHOUSE
602 NE PRESCOTT STPORTLANDOR97211N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL REPERTORY THEATRE$78,000
PORTLAND RADIO PROJECT
3121 S MOODY AVE 110PORTLANDOR97239N/APCONE YEAR GENERAL OPERATING SUPPORT GRANT FOR A NON-PROFIT RADIO STATION WITH AN ARTS FOCUS$7,200
PORTLAND REVELS
128 NW 11TH AVEPORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT GRANT FOR PERFORMING ARTS, STORYTELLING, ADULT CHORUS AND CHILDREN'S CHORUS$15,700
PORTLAND SUMMERFEST
PO BOX 4084PORTLANDOR97208N/APCTWO YEAR OPERATING SUPPORT FOR ONGOING OPERA EDUCATION PROGRAM AND FREE OUTDOOR OPERA PERFORMANCES$4,400
PORTLAND SYMPHONIC GIRLCHOIR
15749 NW CLUBHOUSE DRIVEPORTLANDOR97229N/APCONE YEAR OPERATING SUPPORT FOR TREBLE CHOIR ORGANIZATION AND YOUTH PROGRAMMING$8,200
PORTLAND YOUTH PHILHARMONIC
9320 SW BARBUR BLVD SUITE 140PORTLANDOR97219N/APCTHREE YEAR OPERATING SUPPORT FOR YOUTH ORCHESTRA$60,000
PROFILE THEATRE
PO BOX 14845PORTLANDOR97293N/APCFOR GENERAL OPERATING SUPPORT$32,000
PROJECT YOUTH
789 NE 7TH STGRANTS PASSOR97526N/APCTWO YEAR OPERATING SUPPORT FOR EDUCATIONAL SUPPORTS FOR STUDENTS IN SOUTHERN OREGON$125,000
QDOC FILM FESTIVAL - SPONSORED BY HOLLYWOOD THEATRE
PO BOX 19905PORTLANDOR97280N/APCONE YEAR PROJECT SUPPORT GRANT FOR FILM FESTIVAL OF LGBTQ+ DOCUMENTARIES$2,500
RAINBOW DANCE THEATRE - SPONSORED BY WOU FOUNDATION
345 N MONMOUTH AVEMONMOUTHOR97361N/APCONE YEAR OPERATING SUPPORT FOR TOURING DANCE COMPANY AND YOUTH DANCE EDUCATION$16,800
RASIKA
3355 NW LINMERE DRPORTLANDOR97229N/APCONE YEAR OPERATING SUPPORT FOR OUTREACH EVENTS AND PERFORMANCES OF MASTER ARTISTS FROM INDIA$7,500
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97232N/APCTWO YEAR GENERAL OPERATING SUPPORT GRANT FOR READING INTERVENTION PROGRAM SERVING LOW INCOME AND STUDENTS OF COLOR$50,000
REAP
10808 NE HALSEY STREETPORTLANDOR97220N/APCTWO YEAR OPERATING SUPPORT FOR YEAR-ROUND MULTICULTURAL YOUTH LEADERSHIP PROGRAM$150,000
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVE SUITE 101PORTLANDOR97209N/APCCAPACITY-BUILDING SUPPORT FOR CULTURAL LEADERSHIP PROGRAM$25,000
RISKREWARD
PO BOX 14128PORTLANDOR97293N/APCONE YEAR OPERATING SUPPORT FOR PERFORMING ARTS ORGANIZATION CREATING NEW WORKS$6,100
RIVERBEND LIVE
PO BOX 2438WINSTONOR97496N/APCONE YEAR OPERATING SUPPORT FOR YOUTH THEATRE EDUCATION AND SUMMER CONCERT SERIES IN RURAL OREGON$5,700
RIVERSTARS - ILLINOIS VALLEY COMMUNITY DEVELOPMENT ORGANIZATION
PO BOX 1824CAVE JUNCTIONOR97523N/APCONE YEAR OPERATING SUPPORT FOR YOUTH DANCE AND THEATRE CLASSES, AND PERFORMANCES IN RURAL OREGON$5,100
ROGUE GALLERY AND ART CENTER
40 S BARTLETT STMEDFORDOR97501N/APCONE YEAR OPERATING SUPPORT GRANT FOR EXHIBITS AND ART CLASSES IN SOUTHERN OREGON$13,400
ROGUE THEATER COMPANY - SPONSORED BY NAAME
500 IOWA STASHLANDOR97520N/APCONE YEAR PROJECT SUPPORT GRANT FOR THEATRE COMPANY$10,300
ROGUE VALLEY MENTORING
2931 S PACIFIC HWYMEDFORDOR97501N/APCONE YEAR OPERATING SUPPORT FOR YOUTH MENTORING PROGRAM IN RURAL SOUTHERN OREGON$40,000
ROGUE VALLEY SYMPHONY
33 N FIRST STREET SUITE 1ASHLANDOR97520N/APCTHREE YEAR OPERATING SUPPORT FOR ORCHESTRA IN SOUTHERN OREGON$47,000
ROGUE VALLEY WIND ENSEMBLE DBA ROGUE VALLEY SYMPHONIC BAND
720 GROVER STASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR SYMPHONIC BAND IN SOUTHERN OREGON$2,800
ROSS RAGLAND THEATER
200 N 7TH STREETKLAMATH FALLSOR97601N/APCTHREE YEAR OPERATING SUPPORT FOR THEATER AND CULTURAL CENTER IN SOUTHERN OREGON$40,000
SALEM ART ASSOCIATION
600 MISSION STREET SESALEMOR97302N/APCFOR GENERAL OPERATING SUPPORT$42,000
SALEMKEIZER COALITION FOR EQUALITY
3850 PORTLAND ROAD NE SUITE 260SALEMOR97301N/APCTWO YEAR PROJECT SUPPORT FOR FOR PARENT-LED READING INTERVENTION AND CULTURALLY SPECIFIC SUPPORT PROGRAM FOR LATINX FAMILIES$40,000
SCALEHOUSE
PO BOX 1604BENDOR97709N/APCONE YEAR OPERATING SUPPORT FOR ARTS PROGRAMMING, STUDIO SPACE AND RESIDENCIES$9,300
SERENDIPITY CENTER INC
PO BOX 33350PORTLANDOR97292N/APCONE YEAR OPERATING SUPPORT FOR ALTERNATIVE SCHOOL SERVING STUDENTS WITH SPECIAL NEEDS$30,000
SHADOW PROJECT
2154 NE BROADWAY 130PORTLANDOR97323N/APCTHREE YEAR OPERATING SUPPORT FOR STATEWIDE SUPPORT PROGRAM FOR K-8 STUDENTS WITH LEARNING CHALLENGES$30,000
SHAKING THE TREE THEATRE
823 SE GRANT STPORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT GRANT FOR THEATRE COMPANY$22,600
SHAUN KEYLOCK COMPANY
5511 N ALBINA AVE STE 6PORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT GRANT FOR CONTEMPORARY DANCE COMPANY$6,600
SIGNAL FIRE
PO BOX 12103PORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR ARTIST RESIDENCIES AND RETREATS IN RURAL OREGON$2,100
SILETZ BAY MUSIC FESTIVAL
PO BOX 1041LINCOLN CITYOR97367N/APCONE YEAR OPERATING SUPPORT FOR SUMMER MUSIC FESTIVAL IN RURAL OREGON$6,600
SISKIYOU SINGERS INC
PO BOX 145ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR AUDITIONED COMMUNITY CHORUS IN SOUTHERN OREGON$2,100
SITKA CENTER FOR ART AND ECOLOGY
SITKA CENTER FOR ART ECOLOGY 56605OTISOR97368N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR ORGANIZATION PROVIDING ARTIST WORKSHOPS AND RESIDENCIES, EXHIBITIONS, AND ECOLOGIST RESIDENCIES$50,000SITKA DRIVE
SMART READING
101 SW MARKET STREETPORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE READING PROGRAM$100,000
SOUTHERN OREGON GUILD
PO BOX 1596CAVE JUNCTIONOR97523N/APCONE YEAR OPERATING SUPPORT FOR GALLERY, ART CENTER, AND MEMBERSHIP ORGANIZATION FOR RURAL ARTISTS$5,500
SOUTHERN OREGON REPERTORY SINGERS
PO BOX 1091ASHLANDOR97520N/APCTWO YEAR OPERATING SUPPORT FOR ADULT CHORAL ENSEMBLE IN SOUTHERN OREGON$13,000
ST ANDREW NATIVITY SCHOOL
4925 NE 9TH AVEPORTLANDOR97211N/APCTWO YEAR GENERAL OPERATING SUPPORT GRANT FOR MIDDLE SCHOOL SUPPORTING LOW INCOME STUDENTS WITH CULTURALLY RESPONSIVE SUPPORTS$75,000
STAGES PERFORMING ARTS YOUTH ACADEMY
22115 NW IMBRIE ST 237HILLSBOROOR97124N/APCONE YEAR OPERATING SUPPORT FOR YEAR-ROUND YOUTH THEATRE PROGRAMMING$6,300
STAND FOR CHILDREN LEADERSHIP CENTER
2121 SW BROADWAY SUITE 130PORTLANDOR97201N/APCONE YEAR OPERATING SUPPORT FOR SYSTEM-LEVEL EDUCATIONAL REFORMS IN OREGON$100,000
SUNRIVER MUSIC FESTIVAL
PO BOX 4308 57100 BEAVER DRIVE BLDGSUNRIVEROR97707N/APCONE YEAR OPERATING SUPPORT FOR CLASSICAL MUSIC FESTIVAL$18,50013
SUNRIVER STARS COMMUNITY THEATER
POB 3712SUNRIVEROR97707N/APCONE YEAR OPERATING SUPPORT FOR YOUTH AND COMMUNITY THEATER$2,300
TAKOHACHI
2619 SE 63RD AVEPORTLANDOR97206N/APCONE YEAR OPERATING SUPPORT GRANT FOR TRADITIONAL JAPANESE MUSIC AND DANCE PROGRAMMING$3,500
TEACHING PRESCHOOL PARTNERS
PO BOX 12082PORTLANDOR97212N/APCTHREE YEAR GENERAL OPERATING GRANT FOR PROFESSIONAL DEVELOPMENT, MENTORING SERVICES AND TOOLS TO PRE-K TO 2ND GRADE EDUCATORS$100,000
TEN FIFTEEN PRODUCTIONS
1015 COMMERCIAL STREETASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT GRANT FOR THEATRE PRODUCTIONS AND COMMUNITY PERFORMANCE SPACE IN ASTORIA$3,000
THE ARTBACK
PO BOX 4ESTACADAOR97023N/APCONE YEAR OPERATING SUPPORT GRANT FOR A COMMUNITY COLLECTIVE, PUBLIC VISUAL ARTS PROJECT BY PROFESSIONAL AND YOUNG ARTISTS$1,700
THE DALLES ART ASSOCIATION
PO BOX 1026THE DALLESOR97058N/APCONE YEAR OPERATING SUPPORT FOR GALLERY, EXHIBITIONS AND YOUTH ARTS EDUCATION PROGRAMMING$9,800
THE JOHN G SHEDD INSTITUTE FOR THE ARTS
PO BOX 1497EUGENEOR97440N/APCTHREE YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND PERFORMANCE CENTER$90,000
THE OLD CHURCH
1422 SW 11TH AVENUEPORTLANDOR97201N/APCONE YEAR OPERATING SUPPORT FOR PERFORMING ARTS HUB AND PROGRAMS$50,000
THE OREGON CHORALE
PO BOX 1182HILLSBOROOR971231182N/APCONE YEAR OPERATING SUPPORT FOR SYMPHONIC CHOIR AND INTERNSHIP PROGRAM FOR HIGH SCHOOL MUSICIANS$2,800
THE RED DOOR PROJECT
6344 N CURTIS AVENUEPORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY FOCUSED ON EVOLVING LAW ENFORCEMENT, THE JUDICIARY, AND THE COMMUNITY$60,000
THEATRE 33 - IN RESIDENCE AT WILLAMETTE UNIVERSITY
900 STATE STREET ATTN ADVANCEMENTSALEMOR97301N/APCONE YEAR OPERATING SUPPORT FOR THEATRE ORGANIZATION SUPPORTING PLAYWRIGHTS GENERATING NEW WORK$4,900
THIRD ANGLE NEW MUSIC ENSEMBLE
PO BOX 28225PORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY MUSIC ORGANIZATION AND PERFORMANCES$25,400
THIRD RAIL REPERTORY THEATRE
PO BOX 96063PORTLANDOR97296N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$25,100
TOWER THEATRE FOUNDATION
PO BOX 1378BENDOR97709N/APCTWO YEAR GENERAL OPERATING SUPPORT FOR PERFORMING ARTS ORGANIZATION AND THEATRE IN CENTRAL OREGON$40,000
TRIANGLE PRODUCTIONS
1785 NE SANDY BLVD MB 2PORTLANDOR97232N/APCFOR GENERAL OPERATING SUPPORT$20,000
UMPQUA ACTORS COMMUNITY THEATRE
PO BOX 839ROSEBURGOR97470N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY THEATRE AND YOUTH THEATRE PROGRAMS IN DOUGLAS COUNTY$7,300
UNITED WAY OF LANE COUNTY
3171 GATEWAY LOOPSPRINGFIELDOR97477N/APCTHREE YEAR GRANT TO SUPPORT LITERACY PROGRAM FOR LANE COUNTY 3RD GRADERS$50,000
VIBE OF PORTLAND
PO BOX 83627PORTLANDOR97283N/APCONE YEAR OPERATING SUPPORT GRANT FOR VISUAL ART AND MUSIC EDUCATIONAL ORGANIZATION$14,200
WATER IN THE DESERT
55 NE FARRAGUT ST 9PORTLANDOR97203N/APCONE YEAR OPERATING SUPPORT FOR EXPERIMENTAL ARTS AND PERFORMANCE SPACE$4,200
WELLSPRINGS FRIENDS SCHOOL
3590 WEST 18TH AVENUEEUGENEOR97402N/APCONE YEAR OPERATING SUPPORT FOR ALTERNATIVE HIGH SCHOOL SERVING YOUTH FROM NINE SCHOOL DISTRICTS IN LANE COUNTY$40,000
WHITE BIRD
900 SW 5TH AVENUE SUITE 100PORTLANDOR97204N/APCTHREE YEAR OPERATING SUPPORT FOR CONTEMPORARY DANCE PERFORMANCES$65,000
WHITESIDE THEATRE FOUNDATION
PO BOX 1105CORVALLISOR97339N/APCONE YEAR OPERATING SUPPORT GRANT FOR COMMUNITY AND ARTS VENUE$9,800
WILLAMETTE LIGHT BRIGADE
PO BOX 14157PORTLANDOR97293N/APCTWO YEAR OPERATING SUPPORT FOR PORTLAND WINTER LIGHT FESTIVAL$22,200
WILLAMETTE VALLEY SYMPHONY
PO BOX 433ALBANYOR973210124N/APCONE YEAR OPERATING SUPPORT FOR VOLUNTEER SYMPHONIC ORCHESTRA$1,300
WISDOM OF THE ELDERS INC
3917 NE SHAVER STPORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR MULTIMEDIA PROGRAMS AND INDIGENOUS ARCHIVES INITIATIVE$32,000
WRITE AROUND PORTLAND
133 SW 2ND AVE 304PORTLANDOR97204N/APCTWO YEAR OPERATING SUPPORT GRANT FOR COMMUNITY-BASED WRITING WORKSHOPS AND LITERARY EVENTS$26,200
XCAPE DANCE COMPANY
245 VAN BUREN STEUGENEOR97405N/APCONE YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND PERFORMING FOR THE BIPOC YOUTH COMMUNITY$2,400
YAMHILL ENRICHMENT SOCIETY (YES)
638 NE 5TH STREETMCMINNVILLEOR97128N/APCTWO YEAR PROJECT SUPPORT FOR TEACHING ARTISTS AT LITERACY AND MUSIC ENRICHMENT PROGRAM IN YAMHILL COUNTY$33,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,156,009TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$201,532ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,624,810ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,702,259ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,528,601ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,528,601TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$18,000Amt
Net Investment Income$9,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (445 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANCED DRAINAGE SYSTEMS INCCOM$33,597$42,192
ADVANTEST CORPORATION AMERICAN DEPOSITARY SHARES$338,208$294,937
ALBEMARLE CORPORATION$677,307$473,316
AMAZON.COM$205,069$300,841
AMERICAN WTK WKS CO INC$25,692$26,398
AMN HEATHCARE SVCS INC$37,549$32,124
ABB LTD$198,982$491,885
ABBOTT LABORATORIES$227,127$1,100,700
ABSCI CORPORATION$565,984$294,000
ACCENTURE PLC IRELAND$339,780$657,956
ADOBE INC$75,970$332,903
ADYEN N V$608,826$534,553
AERCAP HOLDINGS NV$456,249$629,639
AFLAC INC$17,873$28,545
AIR PRODUCTS & CHEMICALS INC$660,185$771,568
ALASKA AIR GROUP INC$42,418$42,664
ALBANY INTERNATIONAL CORP$90,695$149,589
ALCON INC$133,442$190,300
ALERUS FINANCIAL CORPORATION$21,199$21,203
ALIBABA GROUP HOLDING LTD$3,208,353$1,162,650
ALLEGION PUBLIC LIMITED$63,945$74,494
ALLSTATE CORP$73,395$143,480
ALPHABET INC$1,667,443$4,593,197
ALTRIA GROUP INC$729,429$606,189
AMALGAMATED FINANCIAL CORP$67,879$81,494
AMERICAN ELECTRIC POWER COMPANY INC COMMON STOCK$63,994$58,803
AMERICAN AIRLINES GROUP INC$855,210$687,000
AMERIPRISE FINL INC$174,667$438,324
AMETEK INC NEW$71,473$122,843
AMGEN INC$1,041,362$1,963,432
ANSYS INC$94,981$272,160
AON PLC$356,243$444,097
APPLE INC$749,027$4,927,805
ARGENX SE AMERICAN DEPOSITARY SHARES$213,215$269,344
ARISTA NETWORKS INC$245,966$640,587
ARMSTRONG WORLD INDUSTRIES INC$197,567$429,068
ASGN INCORPORATED$20,692$25,197
ASML HOLDING N V$136,219$584,342
ASSURANT INC$95,876$165,457
ASTRAZENECA PLC$386,345$389,014
AT&T INC$2,306,363$1,678,000
ATLAS COPCO AB$133,300$326,579
ATLASSIAN CORPORATION PLC$706,090$638,416
ATMOS ENERGY CORP$199,834$205,143
AUTODESK INC$163,749$223,271
AUTOZONE INC$56,091$108,596
AUTOZONE INC$87,192$168,065
AVANTOR INC$78,377$72,988
AVERY DENNISON CORP$47,234$55,594
AXALTA COATING SYSTEMS LTD$36,932$43,346
AXALTA COATING SYSTEMS LTD$374,344$415,453
BAKER HUGHES COMPANY$126,999$191,237
BANK OF AMERICA CORP$1,449,752$1,683,500
BERKLEY W R CORPORATION$109,905$329,343
BERKSHIRE HATHAWAY INC DEL$825,820$2,124,267
BIOGEN INC$223,955$215,297
BIOMARIN PHARMACEUTICAL INC$202,216$209,328
BLACKROCK INC$788,209$1,331,352
BLACKSTONE INC COMMON STOCK$192,429$214,054
BOOKING HOLDINGS INC$367,345$542,725
BRISTOL MYERS SQUIBB CO$1,118,150$1,026,200
BROADRIDGE FINANCIAL SOLUTIONS$393,934$922,789
BROOKFIELD CORP$257,256$411,591
BROWN & BROWN INC$99,575$435,620
BUILDERS FIRSTSOURCE INC$12,081$32,553
BWX TECHNOLOGIES INC$41,646$56,473
CABLE ONE INC$663,843$391,283
CADENCE DESIGN SYSTEMS INC$163,795$291,164
CANNAE HOLDINGS INC$307,842$142,462
CAPITAL ONE FINANCIAL CORP$173,110$223,035
CARMAX INC$745,550$962,396
CARRIER GLOBAL CORPORATION$121,598$176,946
CENTENE CORP DEL$45,042$45,491
CENTERPOINT ENERGY INC$79,157$100,281
CHAMPIONX CORPORATION$92,973$145,875
CHARLES SCHWAB CORP NEW$646,800$1,065,850
CHECK POINT SOFTWARE$72,808$83,882
CHEMOURS COMPANY (THE)$719,500$946,200
CHENIERE ENERGY INC$221,382$365,319
CHEVRON CORPORATION$890,843$871,542
CHUBB LTD$119,270$168,370
CHURCH & DWIGHT CO INC$614,388$659,083
CHURCHILL DOWNS INC$327,336$684,500
CIENA CORPORATION$39,818$81,243
CISCO SYSTEMS INC$357,494$651,102
CITIGROUP INC$1,395,126$1,543,200
CIVEO CORP CDA$26,784$30,071
COCA COLA EUROPACIFIC$24,921$32,502
COCA COLA COMPANY (THE)$145,194$197,357
COGNIZANT TECHNOLOGY SOLUTIONS CORP$61,927$61,859
COLUMBIA SPORTSWEAR CO$105,666$111,356
COMMERCE BANCSHARES INC$91,281$102,120
CONOCOPHILLIPS$205,624$580,350
CONSTELLATION BRANDS INC$160,003$162,214
CORNING INC$485,200$1,218,000
CORTEVA INC$45,553$47,728
CORTEVA INC$154,251$247,986
COSTCO WHOLESALE CORP-NEW$84,579$324,759
COTERRA ENERGY INC$133,733$189,384
CTS CORP$140,968$175,572
CULLEN FROST BANKERS INC$107,874$137,348
CURTISS WRIGHT CORP$105,073$224,795
CVS HEALTH CORPORATION$147,195$180,029
DANAHER CORPORATION$65,922$209,131
DARDEN RESTAURANTS INC$21,440$37,789
DATADOG INC$327,412$354,308
DECKERS OUTDOOR CORPORATION$79,012$801,448
DELTA AIR LINES INC DEL$808,271$804,600
DEVON ENERGY CORPORATION NEW$35,470$36,738
DIAGEO PLC-SPONSORED ADR$193,121$258,838
DIAMONDBACK ENERGY INC$20,703$35,513
DIME CMNTY BANCSHARES INC$86,217$67,756
DISCOVER FINANCIAL SERVICES$75,383$96,439
DOLLAR TREE INC$198,443$325,152
DOVER CORPORATION$73,993$104,898
DOW INC$725,988$1,096,800
DTE ENERGY CO$78,206$81,151
DUN & BRADSTREET HOLDINGS INC$406,523$235,404
DUPONT DE NEMOURS INC$55,775$74,314
DUPONT DE NEMOURS INC$639,674$925,160
EAGLE MATERIALS INC$109,118$243,814
EAST WEST BANCORP INC$44,039$50,077
EASTERN BANKSHARES INC$169,144$146,317
EATON CORPORATION PLC$16,040$28,176
EATON CORPORATION PLC$144,272$237,208
ECOLAB INC$207,382$192,003
ELI LILLY & CO$399,218$1,976,682
EMBRAER S A$150,135$232,655
EMERSON ELECTRIC CO$174,205$192,713
ENTEGRIS INC$211,722$647,627
ENTERGY CORP NEW$60,898$62,940
EPAM SYSTEMS INC$367,738$243,224
ETSY INC$353,673$211,784
EVEREST RE GROUP LTD$25,163$36,419
EVOLUTION AB$526,191$423,006
EXPEDIA GROUP INC$59,480$79,690
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$57,430$78,228
EXPERIAN PLC$198,605$415,986
FEDERAL SIGNAL CORP$73,842$198,373
FEDEX CORP$497,527$750,815
FERGUSON PLC$53,118$85,337
FERGUSON PLC$341,542$467,229
FERRARI N V$338,052$678,891
FIFTH THIRD BANCORP$85,446$116,197
FIRST BANCORP N C$80,040$59,734
FIRST NATIONAL BANK ALASKA$310,965$795,560
FIRSTENERGY CORP$186,850$206,616
FISERV INC$660,860$806,339
FLEX LTD$30,533$47,061
FMC CORP NEW$38,759$29,697
FORD MOTOR CO$787,898$853,300
FREEPORT MCMORAN INC$687,500$821,090
FRONTDOOR INC$31,019$42,722
GARMIN LTD COMMON STOCK$40,979$48,845
GEN DIGITAL INC$78,465$81,194
GENERAL DYNAMICS CORP$240,495$374,444
GENERAL ELECTRIC COMPANY$1,087,784$1,914,450
GENERAL MOTORS COMPANY$1,295,214$1,796,000
GLOBAL PAYMENTS INC$24,932$24,765
GLOBE LIFE INC$34,318$44,793
GOLDMAN SACHS GROUP INC$82,661$158,166
GRACO INC$150,626$498,870
HALLIBURTON COMPANY$65,465$93,990
HANOVER INSURANCE GROUP (THE)$87,147$108,064
HANOVER INSURANCE GROUP INC (THE)$329,045$330,505
HASBRO INC$172,348$141,130
HENRY JACK & ASSOCIATES INC$360,672$385,811
HEXCEL CORP NEW$22,505$35,105
HOME DEPOT INC$496,695$993,905
HONEYWELL INTL INC$433,403$437,664
HOWMET AEROSPACE INC$43,093$112,948
HP INC$379,000$300,900
HUNTINGTON BANCSHARES INC$86,517$91,838
ICICI BANK LTD$345,249$368,233
ICON PLC$68,013$96,244
ICON PLC$420,049$656,722
IMAX CORP$171,804$132,552
INGEVITY CORPORATION$206,576$129,524
INTERNATIONAL BUSINESS MACHINES CORP$1,284,680$1,635,500
INTERNATIONAL MONEY EXPRESS INC$91,965$85,069
INTERNATIONAL PAPER CO$153,628$117,307
ITT INC$22,557$35,319
JOHNSON & JOHNSON$977,600$1,053,136
JPMORGAN CHASE & CO$640,321$1,948,496
KADANT INC$22,824$133,708
KEURIG DR PEPPER INC$394,323$375,783
KINDER MORGAN INC$166,964$204,448
KONINKLIJKE PHILIPS N V$177,922$242,492
LA Z BOY INC$119,322$130,401
LAMB WESTON HOLDINGS INC$275,912$629,949
LANCASTER COLONY CORP$329,920$438,105
LANDSTAR SYSTEMS INC$47,653$61,387
LEIDOS HOLDINGS INC$18,671$20,457
LENNAR CORP CL A$87,356$306,575
LKQ CORPORATION$52,828$52,808
LOCKHEED MARTIN CORP$380,194$399,304
LOWES COMPANIES INC$508,304$1,217,348
LUMEN TECHNOLOGIES INC$728,000$109,800
LVMH MOET HENNESSY LOUIS$99,382$383,307
MARKEL CORP HOLDING CO$141,817$285,400
MARRIOTT INTERNATIONAL$33,090$53,671
MARTIN MARIETTA MATERIALS INC$687,088$1,749,178
MASCO CORP$63,300$91,428
MASTERCARD INCORPORATED$161,992$477,265
MATTHEWS INTL FDS PAC TIGER FD INSTL CL$5,075,547$2,510,820
MBIA INC$56,863$105,931
MCKESSON CORP$46,473$173,618
MEDTRONIC PLC$325,402$297,804
MERCK & CO INC$189,075$205,067
MERCK & CO INC$673,104$1,635,300
METHANEX CORP$149,112$188,730
MGIC INVESTMENT CORP$82,944$128,105
MICROCHIP TECHNOLOGY INC$99,134$287,855
MICRON TECHNOLOGY INC$711,000$1,706,800
MICROSOFT CORP$947,904$4,992,307
MONARCH CASINO & RESORT INC$97,746$95,911
MONGODB INC$267,849$305,411
MORNINGSTAR INC$98,345$401,881
MOTOROLA SOLUTIONS INC$232,049$367,568
MUELLER WATER PRODUCTS INC$122,854$150,264
MURPHY USA INC$381,013$599,377
NESTLE SA-SPONSORED ADR$717,501$1,036,448
NETAPP INC$23,779$29,710
NEWMARKET CORPORATION$774,391$1,301,805
NEWMONT CORPORATION$200,728$189,566
NEXSTAR MEDIA GROUP INC$68,873$157,691
NORDSON CORP$155,104$310,124
NORFOLK SOUTHERN CORP$78,957$75,169
NORFOLK SOUTHERN CORP$235,011$701,103
NOVARTIS AG$302,140$504,850
NOVO NORDISK A/S-ADR$433,112$807,945
NVENT ELECTRIC PLC$32,179$54,363
NVR INC$30,638$49,003
NXP SEMICONDUCTORS N V$30,073$40,194
NXP SEMICONDUCTORS N V$161,750$439,378
O REILLY AUTOMOTIVE INC$182,958$695,459
OCEANEERING INTERNATIONAL INC$70,134$146,066
OLD DOMINION FREIGHT LINES INC$408,644$710,543
ONTO INNOVATION INC$44,508$175,529
ORACLE CORPORATION$157,466$340,750
ORGANON & CO$836,154$432,600
OSHKOSH CORPORATION$144,068$139,198
OTIS WORLDWIDE CORPORATION$38,975$49,209
PACIFIC PREMIER BANCORP INC$168,543$158,300
PARKER HANNIFIN CORP$66,467$142,356
PARKER HANNIFIN CORP$115,442$335,850
PATTERSON COMPANIES INC$165,447$160,970
PAYPAL HOLDINGS INC$185,737$144,928
PC CONNECTION INC$52,199$78,972
PEAPACK-GLADSTONE FINANCIAL CORPORATION$49,965$54,183
PERRIGO COMPANY PLC$290,739$199,806
PETROLEO BRASILEIRO SA$704,093$958,200
PFIZER INC$1,596,817$2,177,589
PHILLIPS 66$47,491$90,535
PNC FINANCIAL SVCS GROUP INC$133,232$167,393
PORTLAND GENERAL ELECTRIC CO$100,567$105,013
POST HOLDINGS INC$232,718$374,167
PPG INDUSTRIES INC$54,983$70,438
PROCTER & GAMBLE CO$279,146$327,370
PROGRESSIVE CORP-OHIO$491,051$1,549,476
QORVO INC$49,059$43,580
QUALCOMM INC$129,539$223,887
QUALCOMM INC$450,777$622,632
QUEST DIAGNOSTICS INC$95,896$126,160
RENAISSANCERE HOLDINGS LTD$13,739$16,660
RESIDEO TECHNOLOGIES INC$42,669$29,340
REX AMERICAN RESOURCES CORPORATION$61,603$112,811
REYNOLDS CONSUMER PRODUCTS INC$285,229$250,659
ROBERT HALF INTERNATIONAL INC$46,630$60,401
ROSS STORES INC$59,082$81,650
ROYAL CARIBBEAN GROUP$249,775$384,585
RPM INTERNATIONAL INC$154,866$221,474
S&P GLOBAL INC$486,866$703,951
SALESFORCE.COM INC$182,960$236,826
SANOFI ADR$837,585$912,794
SAP SE$169,814$224,928
SCHNEIDER ELECTRIC SE$243,233$311,248
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION$34,042$47,490
SERVICENOW INC$140,092$311,562
SHELL PLC$683,415$1,316,000
SHERWIN WILLIAMS CO$265,989$285,700
SLM CORPORATION$22,010$28,164
SONY GROUP CORPORATION$134,465$215,609
SOUTHERN CO$137,797$154,264
SPDR SER TR$634,954$446,450
STAR GROUP L P$28,415$33,921
STARBUCKS CORP$1,405,087$1,637,835
STERIS PLC$212,582$397,049
STRYKER CORP$281,867$750,447
SYSCO CORP$182,200$157,449
TAKE TWO INTERACTIVE SOFTWARE INC$43,068$56,976
TE CONNECTIVITY LTD$52,786$73,060
TECK RESOURCES LIMITED$276,799$845,400
TEMPUR SEALY INTERNATIONAL INC$44,245$74,467
TEXAS INSTRUMENTS INCORPORATED$898,884$1,108,672
TEXTRON INC$59,307$103,340
THE BANCORP INC$130,030$188,366
THE TRAVELERS COMPANIES INC$415,285$1,946,046
THERMO FISHER SCIENTIFIC INC$257,927$624,740
THERMON GROUP HOLDINGS INC$64,823$112,269
THOMSON REUTERS CORP$163,967$205,732
TJX COMPANIES INC NEW$176,431$455,354
TOTALENERGIES SE$935,399$1,347,600
TRANSUNION$39,921$36,348
TREEHOUSE FOODS INC$148,501$152,660
TREX COMPANY INC$343,090$567,857
UBER TECHNOLOGIES INC$461,666$666,680
UMB FINANCIAL CORP$90,826$92,741
UNIFIRST CORP-MASS$223,917$229,003
UNITED AIRLINES HOLDINGS INC$871,187$825,200
UNITEDHEALTH GROUP INC$205,522$267,973
US BANCORP DEL$740,396$918,878
US FOODS HOLDING CORP$57,168$73,519
VALE S A$257,000$317,200
VERISIGN INC$254,628$230,675
VERISK ANALYTICS INC$193,666$368,800
VERIZON COMMUNICATIONS$2,926,283$2,464,449
VERTEX PHARMACEUTICALS INC$365,314$600,570
VIATRIS INC$1,193,448$892,468
VIRTUS INVESTMENT PARTNERS INC$24,822$74,220
VISA INC$342,202$1,344,968
VISTA OUTDOOR INC$111,398$135,519
VODAFONE GROUP PLC$872,973$522,000
VOYA FINANCIAL INC$16,349$19,116
WALGREEN BOOTS ALLIANCE INC$846,673$522,200
WALMART INC$140,207$217,557
WALT DISNEY CO$208,281$168,842
WARNER BROS DISCOVERY INC$229,765$186,109
WASTE CONNECTIONS INC$313,022$339,440
WESTERN DIGITAL CORP$649,923$785,550
WHIRLPOOL CORP$52,053$41,767
WHITE MOUNTAINS INSURANCE GROUP LTD$200,351$540,299
WIDEOPENWEST INC$162,459$33,550
WSFS FINANCIAL CORP$138,111$121,301
WYNDHAM HOTELS & RESORTS INC$32,236$45,271
XCEL ENERGY INC COMMON STOCK$207,960$184,801
XY LEM INC$151,949$208,936
ZIMMER BIOMET HOLDINGS INC$52,282$49,532
ZOOM VIDEO COMMUNICATIONS INC$1,226,142$719,100
APELLIS$116,429$106,311
ARCH CAPITAL GROUP LTD$330,372$373,430
ARES MANAGEMENT CORPORATION$45,012$69,093
ASML INTERNATIONAL N V$286,613$444,897
ASSURED GUARANTY LTD$117,614$149,136
ATKORE INC COMMON STOCK$42,343$44,480
BAE SYSTEMS PLC$427,620$463,937
BALL CORP$31,254$31,636
BEL FUSE INC-CL A$1,848$2,133
BOYD GAMING CORP$42,856$41,636
BRISTOW GROUP INC$70,263$73,021
CANADIAN NATURAL RESOURCES$278,212$286,519
CANDIAN PAC KANS CITY LTD$381,861$770,993
CASELLA WASTE SYSTEM$294,224$301,417
CDW CORPORATION$25,826$33,416
CENCORA INC COMMON STOCK$64,242$99,199
CF INDUSTRIES HOLDINGS INC$47,200$50,642
CHARLES RIVER LABORATORIES INTERNATIONAL$367,579$436,631
CHORD ENERGY CORPORATION COMMON STOCK$32,695$32,415
CITIGROUP$219,674$234,052
COMPASS GROUP PLC AMERICAN DEPOSITARY RECEIPTS$291,722$286,893
CONSTELLATION BRANDS INC CL A$43,091$43,999
COSTAR GROUP$238,059$292,232
CRANE NXT CO COMMON STOCK$90,973$116,925
CROWN HOLDINGS INC$23,440$24,404
DECKERS OUTDOOR$203,609$376,326
DELL TECHNOLOGIES INC CLASS C$58,868$94,019
DIAGEO PLC- SPONSORED ADR$192,148$196,641
FIRST AMERICAN FINANCIAL CORPORATION$55,740$64,891
FORTIVE CORPORATION COMMON STOCK$35,311$36,815
FORTREA HOLDINGS INC COMMON STOCK$27,535$28,234
GALLAGHER ARTHR J & CO$37,050$45,426
GATES INDUSTRIAL CORPORATION$234,729$197,891
GENTEX CORP$44,235$55,881
GODADDY$247,781$326,017
GSK PLC AMERICAN DEPOSITARY SHARES$1,099,500$1,111,800
H& R BLOCK$25,263$33,907
HARLEY DAVIDSON INC$40,087$50,250
HENRY SCHEIN INC$30,504$35,129
HERSHEY COMPANY$406,946$407,931
HOLOGIC INC$167,481$169,694
INTERPUBLIC GROUP OF COS INC$43,527$42,399
JACOBS SOLUTIONS INC COMMON STOCK$40,121$41,147
KENVUE INC COMMON STOCK$32,178$26,353
KEYSIGHT TECHNOLOGIES INC$411,128$459,770
KLA CORPORATION$302,508$463,877
L3 HARRIS TECHNOLOGIES INC COMMON STOCK$44,147$48,443
LEAR CORPORATION$36,897$39,256
LEONARDO DRS INC COMMON STOCK$71,770$108,897
LINDE PLC$300,373$376,621
LOREAL CO-ADR$354,046$384,512
LPL FINANCIAL HOLDINGS INC$56,901$64,872
MARKEL GROUP INC$33,229$34,078
MERCADOLIBRE INC$543,666$609,758
MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS$186,812$178,985
MICROCHIP TECHNOLOGY INC$30,912$41,483
MITSUBISHI UFJ FINANCIAL GROUP INC$83,920$141,815
MODINE MANUFACTURING CO$137,042$315,813
MOLINA HEALTHCARE INC$156,588$201,250
MONRO INC$34,461$37,643
NCR ATLEOS CORPORATION COMMON STOCK$108,488$126,138
NCR VOYIX CORPORATION COMMON STOCK$107,524$120,873
NEWMONT CORPORATION COMMON STOCK$577,934$620,850
OGE ENERGY CORP$35,172$36,292
OLIN CORPORATION$43,906$46,505
ORION S A COMMON SHARES$125,698$142,061
OTIS WORLDWIDE CORPORATION$177,577$189,766
OXFORD INDUSTRIES INC$37,422$34,700
PACKING CORP AMER$38,435$44,800
PEOPLES BANCORP INC$54,597$67,756
PHILLIPS 66 COM$42,494$44,868
POLARIS INC COMMON STOCK$39,370$31,179
RALPH LAUREN CORPORATION CL A$38,081$47,586
RANGE RESOURCES CORP$54,505$53,118
RB GLOBAL INC COM$47,795$55,652
REPUBLIC SERVICES INC$644,525$725,934
ROCKET COMPANIES INC$26,438$37,170
RTX CORPORATION$112,747$178,040
SAFRAB SA$430,966$421,038
SANDOZ GROUP AG$16,666$32,151
SEACOAST BANKING CORPORATION OF FLORDIA$32,301$36,486
SHUTTLERSTOCK INC$80,623$80,869
SIGNET JEWELERS LIMITED$184,845$274,264
SITIO ROYALTIES CORP CLASS A$40,163$39,661
SYNCHRONY FINANCIAL COM$26,916$29,712
SYSCO CORP$190,192$197,085
TECK RESOURCES LIMTED$36,012$37,071
TELEDYNE TECHNOLOGIES INC$90,678$91,489
TERADYNE INC COMMON SOCK$79,319$89,963
TEVA PHARMACEUTICAL INDUSTRIES LIMITED$400,998$417,600
TIDEWATER INC COMMON STOCK$35,167$35,694
UBS GROUP$332,072$334,956
VAIL RESORTS INC$344,759$297,577
VERALTO CORPORATON$14,373$30,436
VONTIER COPROTATION$380,313$407,068
WATER CORP$344,690$430,633
WEATHERFROD INTERNATIONAL PLC ORDINARY SHARES$33,745$51,556
WHITE MOUNTAINS INSURANCE GROUP LTD$77,952$75,251
ZEBRA TECHNOLOGIES CORP$350,439$319,523
ZEBRA TECHNOLOGIES CORP- CL A$73,556$82,815
EBAY INC$32,021$32,366
ENDAVA PLC AMERICAN DEPOSITARY SHARES$320,666$445,691
ENPRO INC COMMON STOCK$130,162$160,659
EQT CORPORATION$33,873$31,624
EQUIFAX INC$32,348$44,512
EVERCORE INC CLASS A COMMON STOCK$40,331$60,039

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,775,829USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,888,959USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (32 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN HOMES 4 RENTAT COST$33,793$41,965
ATLAS PARTNERS HOLDINGS IIAT COST$4,205,641$5,754,886
BMO GLOBAL ASSET MGMTAT COST$3,387,146$3,622,464
CROWN CASTLE INTERNATIONAL CORPAT COST$185,760$135,349
CTO REALTY GROWTH INCAT COST$23,141$20,328
EASTGROUP PROPERTIES INCAT COST$31,242$57,815
EQUITY RESIDENTIALAT COST$47,987$42,995
EQUITY LIFESTYLE PROPERTIES INCAT COST$181,903$216,487
ESSENTIAL PROPERTIES REALTY TRUST INCAT COST$69,123$130,458
ESSEX PROPERTY TRUST INCAT COST$50,507$47,109
FIRST INDUSTRIAL REALTY TRUST INCAT COST$100,184$308,910
FUSE VENTURE PARTNERS ALPHA IAT COST$2,198,100$2,241,660
FUSE VENTURE PARTNERS ALPHA IIAT COST$355,067$345,792
GETTY REALTY CORPAT COST$72,450$84,504
GLOBAL MEDICAL REIT INCAT COST$72,374$55,389
INDUSTRY VENTURES PARTNERSHIPAT COST$2,624,646$4,914,909
LADDER CAPITAL CORPAT COST$135,636$147,731
LAMAR ADVERTISING COMPANYAT COST$54,091$76,947
NEW MOUNTAIN PARTNERS IV LPAT COST$720,532$1,317,150
NEW MOUNTAIN PARTNERS V LPAT COST$3,144,788$5,972,293
REALTY INCOME CORPAT COST$173,608$174,844
REGENCY CENTERS CORPORATIONAT COST$78,352$78,792
VENTAS INCAT COST$118,816$117,124
WELLTOWER INCAT COST$31,166$44,003
EASTGROUPS PROPERTIES INCAT COST$35,855$39,094
INVITATION HOMES INC COMMON STOCKAT COST$29,389$30,221
ISHARES TRUSTAT COST$285,447$285,368
REXFORD INDUSTRIAL REALTY INCAT COST$40,976$44,207
SIMON PROPERTY GROUP INCAT COST$77,177$91,718
VICI PROPERTIES INC OCMMON STOCKAT COST$58,003$58,340
EQUITY COMMONWEALTH COM SH BEN INTAT COST$136,370$125,299
OREGON VENTURE FUND XVAT COST$370,000$321,847

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$15,305LegalFeesAmt
Net Investment Income$7,653NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,652DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$60,286$0$60,286
FILING FEES$2,400$0$2,400
OFFICE SUPPLIES$5,728$0$5,728
PAYROLL SERVICE$13,509$0$13,509
PROGRAM EDUCATION$30,291$0$30,291
WEBSITE FEES AND TECH SUPPORT$44,104$0$44,104
INSURANCE$11,633$2,327$9,306
POSTAGE AND DELIVERY$1,205$0$1,205
TELEPHONE$5,977$0$5,977
OTHER INITIATIVES$14,282$0$14,282
LARGE ARTS INITIATIVE$9,150$0$9,150
STATE REGISTRATION$150$0$150
UTILITIES AND PROPERTY TAX$4,293$0$4,293
OFFICE EXPENSE$6,434$0$6,434

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$185,214Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$1,111,739$1,111,739$0
OTHER PROFESSIONAL FEES$174,503$174,503$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNET INVESTMENT INCOME TAXCategoryTxt
Amt$178,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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