2023-11-06T17:22:36-06:00 2022-12-31 910189318 MOSS ADAMS LLP 635 CAMPBELL TECHNOLOGY PARKWAY CAMPBELL CA 950085071 990PF 2022-01-01 205222620 CHANGE HAPPENS FOUNDATION A DELAWARE NONPROFIT ORGANIZATION CHAN 7203464948 PO BOX 3681 URBANDALE IA 50323 KRISTIN D NONG DIRECTOR 7203464948 2023-11-06 1 KRISTIN NONG 999009999 1 PAMELA ALEXANDERSON P01218925 4085587500 2023-11-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 15588730 X X 251328 251328 389598 5415379 389598 640926 640926 221108 0 221108 145294 0 145294 57106 0 57106 3430 0 3430 25375 0 25375 166282 160282 6000 9340 5685 0 6622 0 6622 127643 104101 23542 762200 270068 488477 900000 895000 1662200 270068 1383477 -1021274 370858 297350 284091 284091 663 663 19073945 15303976 15303976 2088 2088 19371295 15588730 15588730 5000 0 5000 X 0 0 0 0 19371295 15583730 19371295 15583730 19371295 15588730 19371295 -1021274 0 18350021 2766291 15583730 PUBLICLY TRADED SECURITIES 4817389 5025781 -208392 -208392 CAPITAL GAINS DISTRIBUTIONS P 127491 127491 127491 FROM K-1'S P 135503 135503 135503 FROM K-1'S P 334996 334996 334996 389598 5155 0 5155 0 5155 4318 0 1500 0 5818 X 24 639 639 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 CHANGEHAPPENS.US KRISTIN NONG 7203464948 PO BOX 3681 URBANDALE IA 50323 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS D TROXEL 7840 SW ELLMAN LANE PORTLAND OR 97224 PRESIDENT & CEO 1.00 0 0 0 MICHAEL DOUGLAS TROXEL 7840 SW ELLMAN LANE PORTLAND OR 97224 CFO 30.00 185658 5450 0 SERGEI GEORGE TROXEL 7840 SW ELLMAN LANE PORTLAND OR 97224 SECRETARY 1.00 0 0 0 KRISTIN D NONG 7840 SW ELLMAN LANE PORTLAND OR 97224 DIRECTOR 1.00 0 0 0 RICHARD WOO 7840 SW ELLMAN LANE PORTLAND OR 97224 DIRECTOR 1.00 30000 0 0 CHRISTINA TROXEL 7840 SW ELLMAN LANE PORTLAND OR 97224 DIRECTOR OF COMMUNIC 40.00 116865 5450 0 KISA SHAPIRO 7840 SW ELLMAN LANE PORTLAND OR 97224 PROGRAM ASSOCIATE 40.00 50504 0 0 0 WELLS FARGO CLEARING SERVICES LLC 2801 MARKET STREET SAINT LOUIS MO 63103 INVESTMENT MGMT 160282 0 0 16336754 269927 663 16607344 0 0 16607344 249110 16358234 817912 817912 5155 5155 812757 0 812757 0 812757 1383477 0 1383477 812757 0 0 580560 507006 663948 612133 2363647 1383477 0 0 0 812757 570720 0 0 2934367 0 0 0 0 0 0 0 2934367 580560 507006 663948 612133 570720 MICHAEL D TROXEL PO BOX 25327 PORTLAND OR 97298 7203464948 MDT@CHANGEHAPPENS.US THERE ARE TWO STEPS WHEN APPLYING FOR A GRANT FROM THE CHANGE HAPPENS FOUNDATION. STEP ONE: LETTER OF INQUIRY THE APPLICATION PROCESS TO THE CHANGE HAPPENS FOUNDATION BEGINS WITH AN INITIAL LETTER OF INQUIRY WHICH IS REQUIRED TO DETERMINE WHETHER THE FOUNDATIONS CURRENT INTERESTS AND BUDGET ALLOW CONSIDERATION OF THE GRANTSEEKERS REQUEST. ONLINE FORM THEY ASK THAT ALL APPLICANTS COMPLETE AND SUBMIT OUR ONLINE LETTER OF INQUIRY FORM PROVIDING BASIC ORGANIZATIONAL AND PROJECT INFORMATION. THEIR WEB ADDRESS IS WWW.CHANGEHAPPENS.US DOWNLOAD AND MAIL IF YOU ARE UNABLE TO COMPLETE AND SUBMIT YOUR LETTER OF INQUIRY ONLINE, PLEASE DOWNLOAD AND MAIL THE LETTER OF INQUIRY FORM. STEP TWO: PROPOSAL IF YOUR LETTER OF INQUIRY IS ACCEPTED FOR FURTHER CONSIDERATION, YOU WILL BE ASKED TO SUBMIT A FORMAL GRANT PROPOSAL. PLEASE DO NOT SUBMIT A PROPOSAL WITHOUT AN INVITATION TO APPLY. NONE THE CHANGE HAPPENS FOUNDATION WILL CONSIDER DIRECTING RESOURCES TO ACTIVITIES OR PROGRAM-RELATED INVESTMENTS THAT ARE WITHIN THE FOUNDATIONS MISSION AND BUDGET LIMITATIONS. GRANTS FOR RELIGIOUS ACTIVITIES, GRADUATE OR UNDERGRADUATE SCHOLARSHIPS WILL NOT BE REVIEWED. ACTIVITIES SUPPORTED BY GRANTS MUST BE CHARITABLE, EDUCATIONAL, LITERARY, OR SCIENTIFIC, AS DEFINED UNDER THE APPROPRIATE PROVISIONS OF THE U.S. INTERNAL REVENUE CODE AND TREASURY REGULATIONS. THE FOUNDATION MONITORS GRANTS THROUGH REGULAR FINANCIAL AND NARRATIVE REPORTS SUBMITTED BY THE GRANTEE. 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CL A HLI FMV 20483 20483 JACK HENRY & ASSOC INC JKHY FMV 9831 9831 JOHN BEAN TECHNOLOGIES CORP JBT FMV 9133 9133 LAKELAND FINL CORP FMV 14083 14083 LANDSTAR SYSTEMS INC LSTR FMV 18245 18245 LATHAM GROUP INC FMV 2570 2570 LCI INDUSTRIES FMV 4068 4068 LESLIE'S INC LESL FMV 16618 16618 MANHATTAN ASSOCIATES INC FMV 7405 7405 NATIONAL BEVERAGE CORP FIZZ FMV 15448 15448 PRIMERICA INC PRI FMV 14891 14891 R L I CORP RLI FMV 17590 17590 RBC BEARINGS INC ROLL FMV 16957 16957 SCOTTS MIRACLE-GRO CO CLASS A FMV 8503 8503 SITEONE LANDSCAPE SUPPLY INC FMV 14548 14548 THOR INDUSTRIESTHO FMV 11852 11852 UNIFIRST CORP UNF FMV 17562 17562 WATSCO INC WSO FMV 21199 21199 WD-40 COMPANY COMMON WDFC FMV 11768 11768 AGILENT TECH INC FMV 10625 10625 AIR PRODUCTS & CHEMICALS INC FMV 4932 4932 ANSYS FMV 4349 4349 AON PLC SHS CL A FMV 5703 5703 ARCH CAP GROUP LTD FMV 10296 10296 ARES MANAGEMENT CORP FMV 3422 3422 AUTODESK INC ADSK FMV 13828 13828 BLACK KNIGHT INC FMV 11486 11486 BROOKFIELD FMV 14004 14004 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SYSTEMS PLACE FMV 26425 26425 BANKINTER SA-SPONS ADR FMV 14086 14086 CARLSBERG AS-B FMV 25628 25628 CIGNA CORP NEW FMV 13916 13916 COCA-COLA COMPANY FMV 11323 11323 DAITO TR CONSTR CO LTD FMV 12801 12801 DEVON ENERGY CORP FMV 20052 20052 DIAMONDBACK ENERGY INC FMV 24210 24210 EQUINOR ASA FMV 14324 14324 EVOLUTION AB FMV 24560 24560 FERGUSON PLC SPON ADR FMV 22855 22855 FLUTTER ADR ENTERTAINMENT PLC FMV 26606 26606 FOX CORP CL A FMV 22778 22778 GRUPO FINANCIERO BANORTE FMV 20065 20065 HOME DEPOT INC FMV 24321 24321 HUBBELL INC FMV 17132 17132 INTUIT INC FMV 17904 17904 KB FINANCIAL GROUP INC FMV 13338 13338 LAMAR ADVERTISING CO NEW FMV 8496 8496 MARFRIG GLOBAL FOODS S A FMV 2392 2392 METLIFE INC FMV 20553 20553 MICROSOFT CORP FMV 23982 23982 NETAPP INC FMV 4685 4685 PFIZER INCORPORATED FMV 13117 13117 PUBLICIS GROUP - S A FMV 35930 35930 RELIANCE STEEL & ALUMINUM CO FMV 29961 29961 SALMAR ASA ADR FMV 8789 8789 UNITEDHEALTH GROUP FMV 23858 23858 ZURN ELKAY WATER FMV 8354 8354 LEGAL FEES 3430 0 3430 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 2766291 DUES & MEMBERSHIP 10033 0 10033 INTERNET 3266 0 3266 MISCELLANEOUS 495 0 495 FILING FEES 175 0 175 OTHER DEDUCTIONS FROM K-1S 10038 10038 0 PAYROLL FEE 1433 0 1433 PENSION ADMIN FEES 704 0 704 PORTFOLIO DEDUCTIONS 94063 94063 0 POSTAGE 436 0 436 SOFTWARE 1397 0 1397 SUPPLIES 4524 0 4524 TELEPHONE 1079 0 1079 INVESTMENT MANAGEMENT FEES 160282 160282 0 CONSULTING 6000 0 6000 FOREIGN TAX 5685 5685 0 FEDERAL TAX 3655 0 0