JAMES F AND MARION L MILLER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAMES F AND MARION L MILLER FOUNDATION (EIN 03-0373895)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-22
IRS object ID
202542659349100219
Schema version
2024v5.2
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)
Return2025-09-22T16:25:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-09-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANG AHNPreparerPersonNm
PTINP00540880PTIN
Phone5032270581PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$225,507,022FMVAssetsEOYAmt
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$705,734InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$705,734InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,669,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,669,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,102,650NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$275,504,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,102,650CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,478,142TotalRevAndExpnssAmt
Total Net Invst Incm$37,478,142TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$515,378CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,769CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$489,609CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$584,702OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$29,235OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$555,467OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$154,341PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,717PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$146,624PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,157LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,078LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,079LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,493,641OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,464,741OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,900OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$578,084TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,084TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,266DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$166,600OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,330OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$158,270OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$45,785TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,892TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$42,893TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$288,759OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,392OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$286,367OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,861,963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,573,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,723,834TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,927,552ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,927,552ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,789,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,573,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,651,386TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,688,627ExcessRevenueOverExpensesAmt
Net Investment Income$35,904,279NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,069,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,841,103SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,841,103SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,569AcctRcvblAmt
Acct Rcvbl EOY$1,569AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,569AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$14,576PrepaidExpensesBOYAmt
Prepaid Expenses EOY$15,028PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$15,028PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$7,775,829USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$122,680,299CorporateStockBOYAmt
Corporate Stock EOY$145,322,417CorporateStockEOYAmt
Corporate Stock EOYFMV$187,572,658CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$661,692CorporateBondsEOYAmt
Corporate Bonds EOYFMV$659,203CorporateBondsEOYFMVAmt
Other Investments BOY$19,129,270OtherInvestmentsBOYAmt
Other Investments EOY$18,666,619OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,413,606OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$69,861LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$66,006LandBldgEquipAccumDeprecAmt
Land BOY$7,120LandBOYAmt
Land EOY$3,855LandEOYAmt
Land EOYFMV$3,855LandEOYFMVAmt
Total Assets BOY$157,676,181TotalAssetsBOYAmt
Total Assets EOY$178,512,283TotalAssetsEOYAmt
Total Assets EOYFMV$225,507,022TotalAssetsEOYFMVAmt
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-$4,540,518RetainedEarningBOYAmt
Retained Earning EOY$16,295,584RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$157,676,181TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$178,512,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,676,181TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$178,512,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,676,181TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,688,627ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$179,364,808SubtotalAmt
Other Decreases$852,525OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$178,512,283TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$3,426,693$1,933,187$1,493,506$1,493,506
PUBLICLY TRADED SECURITIES$272,075,982$240,469,158$31,606,824$31,606,824
CAPITAL GAIN DISTRIBUTION$2,320$2,320$2,320
FieldValueIRS element (for citing)
Capital Gain Net Income$33,102,650CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$499,069InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$499,069SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$499,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$564,476EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$564,476TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$65,407OverpaymentAmt
Applied To ES Tax$65,407AppliedToESTaxAmt
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLYN HOOPS
1905 SE 10TH AVEPORTLANDOR97214EXECUTIVE DIRECTOR40.00$222,574$39,054$0
CHARLES H PUTNEY
1905 SE 10TH AVEPORTLANDOR97214CHAIRMAN OF THE BOARD5.00$8,750$0$0
PETER KOEHLER
1905 SE 10TH AVEPORTLANDOR97214PRESIDENT5.00$35,000$0$0
JOHN TAPOGNA
1905 SE 10TH AVEPORTLANDOR97214TREASURER5.00$35,000$0$0
SUBASHINI GANESAN-FORBES
1905 SE 10TH AVEPORTLANDOR97214SECRETARY5.00$35,000$0$0
KALI LADD THORNE
1905 SE 10TH AVEPORTLANDOR97214DIRECTOR5.00$35,000$0$0
WILLIAM SWINDELLS
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

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$141,405$25,854$0
JENNIFER ALLEN
1905 SE 10TH AVEPORTLANDOR97214PROGRAM OFFICER40.00$138,344$26,248$0
ALMA LLAMAS
1905 SE 10TH AVEPORTLANDOR97214FINANCE MANAGER40.00$91,799$23,968$0
LACEY MATNEY
1905 SE 10TH AVEPORTLANDOR97214GRANT MANAGER40.00$102,372$9,146$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WCM INVESTMENT MGMT LLC
281 BROOKS STREETLAGUNA BEACHCA92651INVESTMENT MANAGEMENT FEES$231,766
LONDON CO LLC
1800 BAYBERRY CT SUITE 301RICHMONDVA23226INVESTMENT MANAGEMENT FEES$176,515
BROWN ADVISORY LLC
901 S BOND ST SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT FEES$80,530
LOU RADJA ENTERPRISES LLC
4130 SW 117TH AVE SUITE 463BEAVERTONOR97005DEI STRATEGIC ROADMAP & INCLUSIVE LEADERSHIP COACHING$65,000
FieldValueIRS element (for citing)
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$208,712,303AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,803,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$223,515,918TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$223,515,918AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,352,739CashDeemedCharitableAmt
Net Vl Noncharitable Assets$220,163,179NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,008,159MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,008,159MinimumInvestmentReturnAmt
Tax Based On Investment Income$499,069TaxBasedOnInvestmentIncomeAmt
Total Tax$499,069TotalTaxAmt
Distributable Before Adj$10,509,090DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,509,090DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,509,090DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,651,386ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,651,386QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,509,090DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$293,577ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,600,291ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,226,178ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,061,080ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,574,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,755,929TotalExcessDistributionCyovAmt
Qualifying Distributions$13,651,386QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,509,090AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,142,296RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$19,898,225TotalCorpusAmt
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$293,577ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,604,648ExcessDistriCyovToNextYrAmt
Excess From Year4$5,600,291ExcessFromYear4Amt
Excess From Year3$2,226,178ExcessFromYear3Amt
Excess From Year2$1,061,080ExcessFromYear2Amt
Excess From Year1$7,574,803ExcessFromYear1Amt
Excess From Current Year$3,142,296ExcessFromCurrentYearAmt

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 AddressCARRIE@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 (237 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HOLLYWOOD THEATRE
4035 NE SANDY BLVD SUITE 212PORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR FILM EDUCATION AND EXHIBITION ORGANIZATION$60,000
CENTRAL OREGON MASTERSINGERS
61156 HILMER DRIVEBENDOR97702N/APCONE YEAR OPERATING SUPPORT FOR ADULT AND YOUTH CHORAL ARTS ORGANIZATION$2,200
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
PORTLAND BAROQUE ORCHESTRA
610 SW BROADWAY STE 605PORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR BAROQUE AND EARLY CLASSICAL MUSIC ORCHESTRA$50,000
PEAR
338 NW 6TH AVENUEPORTLANDOR97209N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION FOR HOMELESS YOUTH$20,000
WILLAMETTE LIGHT BRIGADE
PO BOX 14157PORTLANDOR97293N/APCTWO YEAR OPERATING SUPPORT FOR PORTLAND WINTER LIGHT FESTIVAL$22,200
ROGUE VALLEY SYMPHONY
33 N FIRST STREET SUITE 1ASHLANDOR97520N/APCTHREE YEAR OPERATING SUPPORT FOR ORCHESTRA IN SOUTHERN OREGON$47,000
CONDUIT DANCE INC
PO BOX 86063PORTLANDOR97286N/APCONE YEAR OPERATING SUPPORT GRANT FOR CONTEMPORARY DANCE COMPANY AND ARTS SERVICE ORGANIZATION$5,500
BRIDGING VOICES
PO BOX 86033PORTLANDOR97286N/APCONE YEAR OPERATING SUPPORT GRANT FOR YOUNG ADULT CHORUS FOR LGBTQ+ AND COMMUNITY$3,700
EUGENE GAY MEN'S CHORUS
PO BOX 51446EUGENEOR97405N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY CHORAL GROUP$3,600
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$75,000
ART CENTER EAST
PO BOX 541LA GRANDEOR97850N/APCTWO YEAR OPERATING SUPPORT FOR ARTS PROGRAMS AND INFRASTRUCTURE FOR RURAL ARTISTS$16,000
BENDFILM
1000 NW WALL STREET SUITE 240BENDOR97703N/APCTWO YEAR OPERATING SUPPORT FOR FILM FESTIVAL YEAR ROUND PROGRAMMING$15,000
FOUR RIVERS CULTURAL CENTER
676 SW 5TH AVENUEONTARIOOR97914N/APCTHREE YEAR OPERATING SUPPORT FOR ARTS AND CULTURE PROGRAMMING IN RURAL OREGON$30,000
CHILDREN'S REPERTORY OF OREGON WORKSHOPS
PO BOX 184FLORENCEOR97439N/APCONE YEAR OPERATING SUPPORT FOR YOUTH PERFORMING ARTS ORGANIZATION IN RURAL OREGON$8,000
PORTLAND SYMPHONIC GIRLCHOIR
15749 NW CLUBHOUSE DRIVEPORTLANDOR97229N/APCONE YEAR OPERATING SUPPORT FOR TREBLE CHOIR ORGANIZATION AND YOUTH PROGRAMMING$7,800
OREGON CHILDREN'S THEATRE
1631 NE BROADWAY ST PMB 620PORTLANDOR97232N/APCONE YEAR OPERATING SUPPORT FOR CHILDREN'S THEATRE ORGANIZATION$90,000
WESTERN ARTS ALLIANCE
715 SW MORRISON SUITE 600PORTLANDOR97205N/APCONE YEAR PROJECT SUPPORT FOR INDIGENOUS PERFORMING ARTS FESTIVAL$25,000
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
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$75,000
EN TAIKO
4949 NE 16TH AVE APT APORTLANDOR972115081N/APCONE YEAR OPERATING SUPPORT GRANT FOR YOUTH JAPANESE TAIKO DRUMMING EDUCATIONAL AND PERFORMANCES$5,700
OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI)
1945 SE WATER AVEPORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE EDUCATION PROGRAMMING$125,000
MONTAVILLA JAZZ FESTIVAL
PO BOX 16112PORTLANDOR97292N/APCONE YEAR OPERATING SUPPORT GRANT FOR JAZZ CONCERTS, COMMUNITY EVENTS AND FESTIVAL$7,000
THIRD RAIL REPERTORY THEATRE
PO BOX 96063PORTLANDOR97296N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$25,100
BALLET FOLKLORICO RITMO ALEGRE
P O BOX 8225MEDFORDOR97501N/APCTWO YEAR OPERATING SUPPORT FOR DANCE AND CULTURAL PROGRAM FOR MEXICO'S FOLKLORIC DANCE$9,100
KIDS UNLIMITED OF OREGON
821 NORTH RIVERSIDEMEDFORDOR97501N/APCTHREE YEAR OPERATING GRANT FOR IN-SCHOOL YOUTH DEVELOPMENT PROGRAM IN SOUTHERN OREGON$150,000
STEPS FOR YOUTH
PO BOX 14101PORTLANDOR97293N/APCONE YEAR OPERATING SUPPORT GRANT FOR COMMUNITY DANCE COMPANY FOR BIPOC YOUTH$6,700
PROJECT YOUTH
789 NE 7TH STGRANTS PASSOR97526N/APCTWO YEAR OPERATING SUPPORT FOR EDUCATIONAL SUPPORTS FOR STUDENTS IN SOUTHERN OREGON$125,000
SALEM ART ASSOCIATION
600 MISSION STREET SESALEMOR97302N/APCTHREE YEAR OPERATING SUPPORT FOR COMMUNITY ARTS AND ARTS EDUCATION ORGANIZATION$45,000
FRIENDS OF THE MENTOR PROGRAM
357 N L STREETLAKEVIEWOR976301232N/APCONE YEAR OPERATING SUPPORT FOR MENTORING PROGRAM IN RURAL OREGON$15,000
OPEN SPACE - SPONSORED BY OREGON CONTEMPORARY
8371 N INTERSTATE AVEPORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT FOR DANCE EDUCATION AND PERFORMANCE COMPANY$16,000
MY VOICE MUSIC
8911 SE STARK STPORTLANDOR97216N/APCTWO YEAR OPERATING SUPPORT FOR YOUTH MUSIC EDUCATION PROGRAM$40,000
ROGUE WORLD MUSIC
2305-C ASHLAND ST 421ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT GRANT FOR PUBLIC AND YOUTH ARTS PROGRAMMING$11,800
ARTICHOKE COMMUNITY MUSIC
2007 SE POWELL BOULEVARDPORTLANDOR97202N/APCONE YEAR OPERATING SUPPORT FOR MUSIC SCHOOL, LIVE MUSIC VENUE AND PERFORMANCES$12,800
OREGON COAST SCHOOL OF ART
PO BOX 294GARDINEROR97441N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS EDUCATION IN RURAL OREGON$4,500
CULTURAL ADVOCACY COALITION FOUNDATION
PO BOX 9160PORTLANDOR97207N/APCTWO YEAR OPERATING SUPPORT FOR INCREASING SUPPORT OF ARTS AND CULTURE IN THE STATE OF OREGON THROUGH STATEWIDE CONVENINGS, ADVOCACY AND LIAISING WITH LEGISLATIVE REPRESENTATIVES$20,000
CASCADE SCHOOL OF MUSIC
510 NE 3RD STREETBENDOR97701N/APCONE YEAR OPERATING SUPPORT FOR MUSIC SCHOOL IN CENTRAL OREGON$40,000
SISKIYOU SINGERS INC
PO BOX 145ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR AUDITIONED COMMUNITY CHORUS IN SOUTHERN OREGON$2,300
BRIDGETOWN CONSERVATORY OF MT
711 SW 14TH AVENUE - THE TIFFANYPORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR YOUTH MUSICAL THEATER PROGRAM$7,800CENTER
NEW MOON PRODUCTIONS THEATRE COMPANY
PO BOX 820165 1104 N WATTS STREETPORTLANDOR972821165N/APCONE YEAR OPERATING SUPPORT GRANT FOR DRAMA LITERACY PROGRAM$1,800
PORTLAND OPERA
211 SE CARUTHERS STREETPORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR OPERA COMPANY$400,000
HIGH DESERT CHAMBER MUSIC
PO BOX 1272BENDOR97709N/APCTWO YEAR OPERATING SUPPORT FOR CHAMBER MUSIC ORGANIZATION IN CENTRAL OREGON$6,900
THE DALLES ART ASSOCIATION
PO BOX 1026THE DALLESOR97058N/APCONE YEAR OPERATING SUPPORT FOR GALLERY, EXHIBITIONS AND YOUTH ARTS EDUCATION PROGRAMMING$13,000
ASTORIA VISUAL ARTS
PO BOX 1004 1000 DUANE STREETASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT FOR A VISUAL ARTS HUB$5,300
MANY HATS COLLABORATION
9465 N TIOGA AVEPORTLANDOR97203N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY, PERFORMANCES AND WORKSHOPS$1,600
OREGON EAST SYMPHONY
PO BOX 1436PENDLETONOR97801N/APCTWO YEAR OPERATING SUPPORT GRANT FOR RURAL CLASSICAL MUSICAL EDUCATION AND PERFORMANCES$13,000
OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION
PO BOX 2405NEWPORTOR97365N/APCONE YEAR OPERATING SUPPORT FOR ORCHESTRA PROGRAM AND FESTIVAL FOR HIGH SCHOOL STUDENTS IN RURAL OREGON$4,800
LITTLE THEATRE ON THE BAY
PO BOX 404NORTH BENDOR97459N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY PERFORMING ARTS ORGANIZATION IN RURAL OREGON$10,100
PORTLAND YOUTH PHILHARMONIC
9320 SW BARBUR BLVD SUITE 140PORTLANDOR97219N/APCTHREE YEAR OPERATING SUPPORT FOR YOUTH ORCHESTRA$60,000
PORTLAND INSTITUTE FOR CONTEMPORARY ART
15 NE HANCOCKPORTLANDOR97212N/APCTHREE YEAR OPERATING SUPPORT FOR CONTEMPORARY ARTS ORGANIZATION$75,000
PORTLAND SYMPHONIC CHOIR
PO BOX 1517PORTLANDOR97207N/APCTWO YEAR OPERATING SUPPORT GRANT FOR CHORAL ARTS ORGANIZATION$7,200
LANE ARTS COUNCIL
174 EAST 16TH AVE SUITE 125EUGENEOR97401N/APCTHREE YEAR OPERATING SUPPORT FOR ARTS HUB IN LANE COUNTY$25,000
ARTS FOR LEARNING NORTHWEST
1220 SW MORRISON ST SUITE 1000PORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR TEACHING ARTIST TRAINING AND IN-SCHOOL ARTS EDUCATION PROGRAMMING$75,000
ASTORIA ARTS AND MOVEMENT CENTER
342 10TH STASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT FOR ARTS AND MOVEMENT CENTER IN ASTORIA$2,800
TRIANGLE PRODUCTIONS
1785 NE SANDY BLVD MB 2PORTLANDOR97232N/APCTWO YEAR OPERATING SUPPORT FOR THEATER COMPANY FOR LGBTQ+ AND COMMUNITY$23,300
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
KLAMATH FOLK ALLIANCE (DBA KLAMATH MUSIC)
2226 APPLEGATE AVEKLAMATH FALLSOR97601N/APCONE YEAR OPERATING SUPPORT FOR MUSIC FESTIVAL, PERFORMANCE SERIES, WORKSHOPS AND ARTS SERVICES$3,500
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
EUGENE OPERA
174 E 16TH AVE SUITE 131EUGENEOR97401N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL OPERA ORGANIZATION$30,000
#INSTABALLET
174 EAST 16TH AVE STE 141EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR INTERACTIVE DANCE COMPANY$5,500
HOFFMAN CENTER
PO BOX 678MANZANITAOR97130N/APCONE YEAR OPERATING SUPPORT FOR RURAL COMMUNITY ART CENTER IN COASTAL OREGON$9,900
FRIENDS OF THE CHILDREN CENTRAL OREGON
PO BOX 6028BENDOR97708N/APCTWO YEAR OPERATING SUPPORT FOR MENTORING PROGRAM TO IMPROVE ACADEMIC AND LITERACY SKILLS$25,000
LITERARY ARTS INC
716 SE GRAND AVEPORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR LITERARY ARTS ORGANIZATION$125,000
EXPERIENCE THEATRE PROJECT
6107 SW MURRAY BLVD 320BEAVERTONOR97008N/APCONE YEAR OPERATING SUPPORT FOR IMMERSIVE THEATRE$5,800
METROPOLITAN YOUTH SYMPHONY
4800 S MACADAM AVE SUITE 105PORTLANDOR97239N/APCONE YEAR OPERATING SUPPORT FOR YOUTH MUSIC ENSEMBLE AND MUSIC EDUCATION PROGRAM$30,000
ART PRESENCE INC
PO BOX 1925JACKSONVILLEOR97530N/APCONE YEAR OPERATING SUPPORT FOR ART GALLERY AND ARTIST STUDIO SPACE IN RURAL OREGON$2,800
GENESIS READING ACADEMY
BOX 23201 950 TYINN STEUGENEOR97402N/APCTHREE YEAR OPERATING SUPPORT TO IMPROVE ACADEMIC AND LITERACY SKILLS$10,000
OREGON HUMANITIES
610 SW ALDER ST SUITE 1111PORTLANDOR97205N/APCTHREE YEAR OPERATING SUPPORT FOR STORYTELLING, LITERARY, AND ARTS-INTEGRATED PROGRAMMING$70,000
CORVALLIS YOUTH SYMPHONY ASSOCIATION
PO BOX 857CORVALLISOR97339N/APCONE YEAR OPERATING SUPPORT FOR YOUTH SYMPHONY$14,700
PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER INC
717 N KILLINGSWORTH COURTPORTLANDOR97217N/APCTWO YEAR OPERATING SUPPORT FOR TUITION-FREE ALTERNATIVE HIGH SCHOOL COLLEGE AND CAREER PREPARATORY PROGRAM FOR LOW INCOME YOUTH$75,000
COTTAGE THEATRE
700 VILLAGE DRIVECOTTAGE GROVEOR97424N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY AND YOUTH PROGRAMMING$21,600
YAMHILL ENRICHMENT SOCIETY (YES)
638 NE 5TH STREETMCMINNVILLEOR97128N/APCTWO YEAR OPERATING SUPPORT FOR TEACHING ARTISTS AT LITERACY AND MUSIC ENRICHMENT PROGRAM$34,000
STAGES PERFORMING ARTS YOUTH ACADEMY
22115 NW IMBRIE ST 237HILLSBOROOR97124N/APCONE YEAR OPERATING SUPPORT FOR YEAR-ROUND YOUTH THEATRE PROGRAMMING$7,300
OPEN SIGNAL
2766 NE MARTIN LUTHER KING BLVDPORTLANDOR97212N/APCTHREE YEAR OPERATING SUPPORT FOR MEDIA AND FILM PRODUCTION WORKSHOPS, ARTISTS RESIDENCIES & COMMUNITY MEDIA PLATFORM$75,000
21TEN THEATRE DBA SHOEBOX THEATRE
2110 SE 10TH AVEPORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT GRANT FOR SMALL THEATRE PRODUCTIONS AND ACTING CLASSES$5,000
OREGON CENTER FOR CONTEMPORARY ART
8371 N INTERSTATE AVENUEPORTLANDOR97217N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY ART GALLERY$35,000
ADVANCE GENDER EQUITY IN THE ARTS
PO BOX 10532PORTLANDOR97296N/APCONE YEAR OPERATING SUPPORT FOR PLAYWRIGHTING RESIDENCIES$5,400
CAPACES LEADERSHIP INSTITUTE
356 YOUNG STREETWOODBURNOR97071N/APCTWO YEAR OPERATING SUPPORT FOR EDUCATION AND LEADERSHIP PROGRAM FOR HIGH SCHOOL-AGED LATINE IMMIGRANT AND INDIGENOUS YOUTH$50,000
ALBERTA ABBEY FOUNDATION
126 NE ALBERTA ST STE 205PORTLANDOR97211N/APCTWO YEAR OPERATING SUPPORT GRANT FOR ARTS PROGRAMMING, PERFORMANCES, AND STUDIO SPACE$45,000
CONFEDERATED TRIBES OF GRAND RONDE COMMUNITY OF OREGON
9615 GRAND RONDE ROADGRAND RONDEOR97347N/APCONE YEAR OPERATING SUPPORT FOR INDIGENOUS MUSEUM AND CULTURAL CENTER IN GRANDE RONDE$40,000
ROGUE GALLERY AND ART CENTER
40 S BARTLETT STMEDFORDOR97501N/APCTWO YEAR OPERATING SUPPORT GRANT FOR EXHIBITS AND ART CLASSES IN SOUTHERN OREGON$13,400
RIVERBEND LIVE
PO BOX 2438WINSTONOR97496N/APCTWO YEAR OPERATING SUPPORT FOR YOUTH THEATRE EDUCATION AND SUMMER CONCERT SERIES IN RURAL OREGON$6,700
EUGENE SYMPHONY
115 WEST 8TH AVENUE SUITE 115EUGENEOR97401N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL ORCHESTRA$83,000
SOUTHERN OREGON REPERTORY SINGERS
PO BOX 1091ASHLANDOR97520N/APCTWO YEAR OPERATING SUPPORT FOR ADULT CHORAL ENSEMBLE IN SOUTHERN OREGON$13,000
SOUTHERN OREGON GUILD
PO BOX 1596CAVE JUNCTIONOR97523N/APCONE YEAR OPERATING SUPPORT GRANT FOR VISUAL ART CENTER IN SOUTHERN OREGON$4,500
OREGON SYMPHONY
851 SW 6TH AVE STE 385PORTLANDOR97204N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL ORCHESTRA$1,166,667
PACIFIC YOUTH CHOIR
1000 SW BROADWAY SUITE 1290PORTLANDOR97205N/APCTWO YEAR OPERATING SUPPORT GRANT FOR YOUTH CHORAL PROGRAM$14,300
CIRCLE OF FRIENDS
PO BOX 1718 164 N ELM AVESISTERSOR97759N/APCONE YEAR OPERATING SUPPORT FOR YOUTH MENTORING PROGRAM SERVING RURAL K-12 STUDENTS$20,000
GATHERMAKESHELTER
PO BOX 10232PORTLANDOR97296N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS MENTORSHIP TO PEOPLE EXPERIENCING HOUSELESSNESS AND POVERTY$7,200
KLCC PUBLIC RADIO FOUNDATION
136 W 8TH AVEEUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR PUBLIC RADIO STATION COVERAGE OF REGIONAL ARTS PROGRAMS AND NEWS STORIES$25,000
JOSEPHY CENTER FOR ARTS AND CULTURE
PO BOX 949 403 N MAIN STREETJOSEPHOR97846N/APCTWO YEAR OPERATING SUPPORT GRANT FOR RURAL VISUAL AND PERFORMING ARTS EDUCATION CLASSES, EXHIBITS, AND COMMUNITY EVENTS$19,500
NEWPORT SYMPHONY ORCHESTRA
PO BOX 1617NEWPORTOR97365N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL SYMPHONY ORCHESTRA IN RURAL OREGON$18,700
METROEAST COMMUNITY MEDIA
829 NE 8TH STGRESHAMOR97030N/APCTWO YEAR OPERATING SUPPORT FOR MEDIA ARTS PROGRAMMING$50,000
PORTLAND JAPANESE GARDEN
611 SW KINGSTON AVEPORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR JAPANESE ARTS AND CULTURE PROGRAMMING$34,000
OREGON REPERTORY SINGERS
PO BOX 820057PORTLANDOR97282N/APCTHREE YEAR OPERATING SUPPORT FOR ADULT AND YOUTH CHORAL ARTS ORGANIZATION$26,000
EUGENE BALLET COMPANY
174 EAST 16TH AVEEUGENEOR97401N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL BALLET COMPANY AND BALLET SCHOOL$88,000
CHAMBER MUSIC NORTHWEST
1201 SW 12TH AVE SUITE 420PORTLANDOR97205N/APCTHREE YEAR OPERATING SUPPORT FOR SMALL ENSEMBLE CONCERTS AND CLASSICAL MUSIC EDUCATION PROGRAMMING$75,000
BOOM ARTS INC
3121 S MOODY AVE SUITE 200PORTLANDOR97239N/APCTWO YEAR OPERATING SUPPORT GRANT FOR INTERDISCIPLINARY ARTS, THEATRE AND PERFORMANCES$10,600
CASCADES THEATRICAL COMPANY
148 NW GREENWOOD AVEBENDOR97701N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE PRODUCTIONS AND YOUTH THEATRE EDUCATION IN CENTRAL OREGON$13,200
BALLET FANTASTIQUE
960 OAK STREETEUGENEOR97401N/APCTHREE YEAR OPERATING SUPPORT FOR PERFORMING ARTS, DANCE THEATRE, AND DANCE ACADEMY$40,000
MASLOW PROJECT
PO BOX 999MEDFORDOR97501N/APCTWO YEAR PROJECT SUPPORT FOR A SCHOOL-BASED PROGRAM PROVIDING EDUCATIONAL SUPPORTS FOR HOMELESS YOUTH$30,000
LATINO NETWORK
410 NE 18TH AVEPORTLANDOR97232N/APCTWO YEAR OPERATING SUPPORT FOR LATINO ARTS AND EDUCATION PROGRAMMING$100,000
TEN FIFTEEN PRODUCTIONS
1015 COMMERCIAL STREETASTORIAOR97103N/APCONE YEAR OPERATING SUPPORT GRANT FOR THEATRE PRODUCTIONS AND COMMUNITY PERFORMANCE SPACE IN RURAL OREGON$4,300
OREGON CONTEMPORARY THEATRE
174 WEST BROADWAYEUGENEOR97401N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL THEATRE COMPANY$35,000
REAP
10808 NE HALSEY STREETPORTLANDOR97220N/APCTWO YEAR OPERATING SUPPORT FOR YEAR-ROUND MULTICULTURAL YOUTH LEADERSHIP PROGRAM$150,000
BROADWAY ROSE THEATRE
PO BOX 231004TIGARDOR97281N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL MUSICAL THEATRE COMPANY$80,000
FRIENDS OF THE CHILDREN
44 NE MORRIS STPORTLANDOR97212N/APCTWO YEAR OPERATING SUPPORT FOR LONG TERM MENTORING PROGRAM$50,000
CRATERIAN PERFORMANCES
23 S CENTRAL AVEMEDFORDOR97501N/APCTHREE YEAR OPERATING SUPPORT FOR MULTI PURPOSE PERFORMANCE VENUE$60,000
PATRICIA RESER CENTER FOR THE ARTS
12625 SW CRESCENT STBEAVERTONOR97005N/APCTWO YEAR OPERATING SUPPORT FOR MULTIDISCIPLINARY PERFORMING AND VISUAL ARTS CENTER$50,000
WRITE AROUND PORTLAND
133 SW 2ND AVE 304PORTLANDOR97204N/APCTWO YEAR OPERATING SUPPORT GRANT FOR COMMUNITY-BASED WRITING WORKSHOPS AND LITERARY EVENTS$26,200
FOUR RIVERS COMMUNITY SCHOOL
2449 SW 4TH AVEONTARIOOR97914N/APCTWO YEAR OPERATING SUPPORT FOR MODEL DUAL-LANGUAGE COMMUNITY SCHOOL IN RURAL OREGON$50,000
INDEPENDENT PUBLISHING RESOURCE CENTER
318 SE MAIN ST SUITE 155PORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR PRINTMAKING AND LITERARY ARTS PROGRAM$13,900
SHADOW PROJECT
2154 NE BROADWAY 130PORTLANDOR97323N/APCTHREE YEAR OPERATING SUPPORT FOR STATEWIDE SUPPORT PROGRAM FOR K-8 STUDENTS WITH LEARNING CHALLENGES$30,000
PORTLAND EXPERIMENTAL THEATRE ENSEMBLE
4241 NE 70TH AVEPORTLANDOR97218N/APCONE YEAR OPERATING SUPPORT FOR EXPERIMENTAL THEATRE COMPANY$14,300
THE HEARTH
400 MORTON STREETASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR STORY PERFORMANCES, VISUAL STORYTELLING, & TRAINING IN THE ART OF STORYTELLING$14,000
PUSH FOLD
9508 NE GERTZ CIRPORTLANDOR97211N/APCONE YEAR OPERATING SUPPORT FOR CONTEMPORARY DANCE PRODUCTIONS AND FESTIVAL$5,700
BLUE SKY GALLERY - OREGON CENTER FOR THE PHOTOGRAPHIC ARTS
122 NW 8TH AVEPORTLANDOR97209N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY PHOTOGRAPHY GALLERY$15,400
ROSS RAGLAND THEATER
200 N 7TH STREETKLAMATH FALLSOR97601N/APCTHREE YEAR OPERATING SUPPORT FOR THEATER AND CULTURAL CENTER IN SOUTHERN OREGON$40,000
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
PORTLAND GAY MEN'S CHORUS
921 SW WASHINGTON ST STE 222PORTLANDOR97205N/APCTHREE YEAR OPERATING SUPPORT FOR QUEER COMMUNITY CHORUS$32,000
PORTLAND CHAMBER ORCHESTRA
PO BOX 9024PORTLANDOR97207N/APCONE YEAR OPERATING SUPPORT GRANT FOR PROFESSIONAL CHAMBER ORCHESTRA PERFORMANCES$5,900
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
MAXTIVITY
1604 MAIN STPHILOMATHOR97370N/APCONE YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND ARTIST-IN-RESIDENCE PROGRAMS IN RURAL OREGON$6,000
CHEHALEM CULTURAL CENTER
415 E SHERIDANNEWBERGOR97132N/APCTWO YEAR OPERATING SUPPORT FOR ARTS PROGRAMMING IN RURAL OREGON$45,000
ORCHESTRA NOVA NORTHWEST
PO BOX 6559PORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT GRANT FOR PROFESSIONAL SYMPHONY ORCHESTRA$19,300
PORTLAND PLAYHOUSE
602 NE PRESCOTT STPORTLANDOR97211N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL REPERTORY THEATRE$78,000
CHILDREN'S INSTITUTE
1500 SW 1ST AVE SUITE 750PORTLANDOR97201N/APCFIVE YEAR PROJECT SUPPORT FOR EARLY CHILDHOOD ADVOCACY PROGRAM THROUGH MILLER EARLY CHILDHOOD INITIATIVE$875,000
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
LIVE WIRE RADIO INC
1631 NE BROADWAY ST 539PORTLANDOR97232N/APCTHREE YEAR OPERATING SUPPORT FOR LIVE RADIO SHOW AND YOUTH MEDIA MENTORSHIP PROGRAM$30,000
TAMASTSLIKT CULTURAL INSTITUTE
47106 WILDHORSE BLVDPENDLETON OREGONOR97801N/APCTWO YEAR OPERATING SUPPORT FOR INDIGENOUS MUSEUM IN UMATILLA$75,000
FOUNDATIONS FOR A BETTER OREGON
123 NE 3RD AVE SUITE 208PORTLANDOR97232N/APCONE YEAR OPERATING SUPPORT FOR PHILANTHROPIC COLLABORATIVE SUPPORTING LEARNING AND ADVOCACY FOR EDUCATION SYSTEMS CHANGE$200,000
OREGON OUTREACH INC
PO BOX 265CLACKAMASOR97015N/APCONE YEAR OPERATING SUPPORT FOR HIGH SCHOOL DIPLOMA PROGRAM$10,000
PERFORMANCE WORKS NW
4625 SE 67TH AVEPORTLANDOR97206N/APCONE YEAR OPERATING SUPPORT FOR CONTEMPORARY PERFORMANCE, VENUE, AND ARTISTS RESIDENCIES$3,800
XCAPE DANCE COMPANY
625 E 43RD AVEEUGENEOR97405N/APCONE YEAR OPERATING SUPPORT FOR DANCE EDUCATION AND PERFORMANCE FOR THE BIPOC YOUTH COMMUNITY$6,400
POLARIS DANCE THEATRE
12203 SE 35TH CTPORTLANDOR97222N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL DANCE ORGANIZATION PROVIDING INCLUSIVE COMMUNITY DANCE CLASSES$17,700
ARTISTS REPERTORY THEATRE
1515 SW MORRISON STREETPORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR THEATRE COMPANY$90,000
COLUMBIA GORGE ORCHESTRA ASSOCIATION
PO BOX 1019HOOD RIVEROR97031N/APCTWO YEAR OPERATING SUPPORT GRANT FOR REGIONAL PERFORMING ARTS ENSEMBLES IN THE COLUMBIA RIVER GORGE AREA$11,700
CLACKAMAS REPERTORY THEATRE
19600 MOLALLA AVENUEOREGON CITYOR97045N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL THEATRE COMPANY$25,000
EUGENE CONCERT CHOIR
174 E 16TH AVE STE135EUGENEOR97401N/APCTWO YEAR OPERATING SUPPORT FOR CHORAL ORGANIZATION SUPPORTING CHORUS, CHAMBER CHOIR, AND ORCHESTRA GROUPS$25,000
FISHTRAP INC
PO BOX 38ENTERPRISEOR97828N/APCTHREE YEAR OPERATING SUPPORT FOR LITERARY ARTS PROGRAMMING IN RURAL OREGON$30,000
WESTSIDE COMMUNITY & YOUTH ORCHESTRA
125 S 1ST AVE 3491HILLSBOROOR97123N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY ORCHESTRA$1,000
STAND FOR CHILDREN
2121 SW BROADWAY SUITE 130PORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR SYSTEM-LEVEL EDUCATIONAL REFORMS IN OREGON$100,000
THE PORTLAND BALLET
6250 SW CAPITOL HWYPORTLANDOR97239N/APCTHREE YEAR OPERATING SUPPORT FOR YOUTH BALLET EDUCATION PROGRAM$40,000
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
SITKA CENTER FOR ART AND ECOLOGY
SITKA CENTER FOR ART ECOLOGY 56605OTISOR97368N/APCTHREE YEAR OPERATING SUPPORT FOR ARTIST WORKSHOPS, RESIDENCIES, AND EXHIBITIONS$60,000SITKA DRIVE
CYMASPACE
4207 SE WOODSTOCK BLVD 412PORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT GRANT FOR DEAF-FRIENDLY VISUAL AND MEDIA ARTS ORGANIZATION$8,200
BODYVOX
1201 NW 17THPORTLANDOR97209N/APCTHREE YEAR OPERATING SUPPORT FOR DANCE EDUCATION AND PERFORMANCE COMPANY$50,000
RISKREWARD
PO BOX 14128PORTLANDOR97293N/APCTWO YEAR OPERATING SUPPORT FOR PERFORMING ARTS ORGANIZATION CREATING NEW WORKS$5,500
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
PORTLAND JAZZ COMPOSERS ENSEMBLE
6723 SE 16TH AVE 82752PORTLANDOR972029998N/APCONE YEAR OPERATING SUPPORT FOR CONCERT SERIES & JAZZ COMPOSERS$5,500
THE IMMIGRANT STORY
1915 NE STUCKI AVENUE SUITE 308HILLSBOROOR97006N/APCONE YEAR OPERATING SUPPORT FOR LIVE AND DIGITAL IMMIGRANT STORYTELLING PROGRAM$5,100
EUGENE-SPRINGFIELD YOUTH ORCHESTRAS
PO BOX 5666EUGENEOR97405N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION PROGRAM PROVIDING YOUTH ORCHESTRA OPPORTUNITIES$18,400
FRIENDS OF THE CHILDREN OF THE KLAMATH BASIN
PO BOX 5235KLAMATH FALLSOR97601N/APCTWO YEAR OPERATING SUPPORT FOR LONG TERM MENTORING PROGRAM IN KLAMATH BASIN$48,000
PORTLAND REVELS
128 NW 11TH AVEPORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT FOR PERFORMING ARTS, STORYTELLING, ADULT CHORUS AND CHILDREN'S CHORUS$18,300
PORTLAND FESTIVAL SYMPHONY
PO BOX 585PORTLANDOR97207N/APCTWO YEAR OPERATING SUPPORT FOR PROGRAM PROVIDING FREE SUMMER CONCERTS$3,900
NORTHWEST CHILDREN'S THEATER AND SCHOOL
1000 SW BROADWAY SUITE T-100PORTLANDOR97205N/APCONE YEAR OPERATING SUPPORT FOR YOUTH THEATRE EDUCATION PROGRAM$100,000
PORTLAND PIANO INTERNATIONAL
PO BOX 6469PORTLANDOR97228N/APCTHREE YEAR OPERATING SUPPORT FOR CLASSICAL PIANO PERFORMANCES$30,000
OREGON BRAVO YOUTH ORCHESTRAS
7508 N HEREFORD AVEPORTLANDOR97203N/APCTWO YEAR OPERATING SUPPORT FOR YOUTH MUSIC EDUCATION PROGRAM IN HIGH POVERTY SCHOOLS$50,000
COHO PRODUCTIONS
2257 NW RALEIGH STREETPORTLANDOR97210N/APCTWO YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE COMPANY AND ARTIST LED CO-PRODUCTIONS$21,400
OREGON BALLET THEATRE
720 S BANCROFT STPORTLANDOR97239N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL BALLET COMPANY AND SCHOOL$300,000
ARTMAX ACADEMY
PO BOX 2222BEAVERTONOR97075N/APCONE YEAR OPERATING SUPPORT GRANT FOR YOUTH ARTS PROGRAMMING AND CLASSES LED BY PERSIAN AND PERUVIAN ARTISTS$4,600
SUNRIVER MUSIC FESTIVAL
PO BOX 4308 57100 BEAVER DRIVE BLDGSUNRIVEROR97707N/APCTWO YEAR OPERATING SUPPORT FOR CLASSICAL MUSIC FESTIVAL, COMMUNITY CONCERTS, AND MUSIC EDUCATION$20,40013
MIRACLE THEATRE GROUP
425 SE 6TH AVEPORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR LATINO THEATRE, CULTURE, AND ARTS EDUCATION EXPERIENCES$35,100
PASSINART A THEATRE COMPANY
825 NE 20TH STREET STE DPORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT FOR AFRICAN AMERICAN PRODUCING THEATRE COMPANY$40,000
YOUTH SYMPHONY OF SOUTHERN OREGON
PO BOX 4291MEDFORDOR97501N/APCTWO YEAR OPERATING SUPPORT FOR YOUTH ORCHESTRA AND YOUTH SYMPHONY IN SOUTHERN OREGON$9,600
PORTLAND ACTORS CONSERVATORY
128 NW 11TH AVEPORTLANDOR97209N/APCTWO YEAR OPERATING SUPPORT FOR ACTORS TRAINING PROGRAM$26,700
PAM CUT
1219 SW PARK AVENUEPORTLANDOR97205N/APCTWO YEAR OPERATING SUPPORT FOR FILM AND MEDIA CENTER$50,000
WORDCRAFTERS IN EUGENE
434 CHARNELTON STREET SUITE 102EUGENEOR97401N/APCONE YEAR OPERATING SUPPORT GRANT FOR LITERARY ARTS ORGANIZATION$7,400
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
INLAND NORTHWEST MUSICIANS
PO BOX 7039HERMISTONOR97838N/APCONE YEAR OPERATING SUPPORT GRANT FOR COMMUNITY ORCHESTRA & CHORALE IN RURAL OREGON$5,800
REJOICE DIASPORA DANCE THEATER
835 NE 127TH AVENUEPORTLANDOR97230N/APCONE YEAR OPERATING SUPPORT GRANT FOR COMMUNITY ENSEMBLE AND DANCE PERFORMANCES$4,500
PLAY IT FORWARD
P O BOX 25607PORTLANDOR97298N/APCTWO YEAR OPERATING SUPPORT FOR MUSIC LESSONS FOR STUDENTS IN PORTLAND AREA SCHOOLS$15,000
LAKEWOOD CENTER FOR THE ARTS
368 S STATE STREETLAKE OSWEGOOR97034N/APCONE YEAR OPERATING SUPPORT FOR REGIONAL THEATRE AND ARTS HUB$64,000
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE MARINE EDUCATION PROGRAM$50,000
MCMINNVILLE FILM FESTIVAL FOUNDATION
PO BOX 536MCMINNVILLEOR97128N/APCONE YEAR OPERATING SUPPORT FOR INDEPENDENT SHORT FILM FESTIVAL$4,000
YOUTH MUSIC PROJECT
2015 8TH AVEWEST LINNOR97068N/APCTWO YEAR OPERATING SUPPORT FOR YOUTH MUSIC EDUCATION PROGRAM$37,500
PROFILE THEATRE
PO BOX 14845PORTLANDOR97293N/APCTHREE YEAR OPERATING SUPPORT FOR THEATRE COMPANY$41,000
PHAME
1631 NE BROADWAY 134PORTLANDOR97232N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND PERFORMANCE PROGRAM FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES$30,000
ARTS AND BUSINESS ALLIANCE OF EUGENE
1401 WILLAMETTE STREETEUGENEOR97401N/APCONE YEAR OPERATING SUPPORT FOR ARTS SERVICES ORGANIZATION FOCUSING ON ADVOCACY AND SECTOR ADVANCEMENT$5,200
THIRD ANGLE NEW MUSIC ENSEMBLE
PO BOX 28225PORTLANDOR97228N/APCTWO YEAR OPERATING SUPPORT FOR CONTEMPORARY MUSIC ORGANIZATION AND PERFORMANCES$25,400
EMERALD EMPIRE ART ASSOCIATION DBA EMERALD ART CENTER
500 MAIN STSPRINGFIELDOR97477N/APCONE YEAR OPERATING SUPPORT FOR ARTS EDUCATION, ART CLASSES, WORKSHOPS, AND EXHIBITIONS$7,000
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
4300 NE KILLINGSWORTH STREETPORTLANDOR97218N/APCTWO YEAR OPERATING SUPPORT FOR COLLEGE-PREPARATORY SCHOOL SERVING UNDERPRIVILEGED STUDENTS AND STUDENTS OF COLOR$150,000
IN MULIERIBUS
PO BOX 6374PORTLANDOR97228N/APCONE YEAR OPERATING SUPPORT GRANT FOR PROFESSIONAL WOMENS VOCAL ENSEMBLE$5,600
DANCE WIRE
3121 S MOODY AVE STE 155 BOX 8PORTLANDOR97239N/APCTWO YEAR OPERATING SUPPORT GRANT FOR DANCE SERVICE ORGANIZATION$7,400
CHILDREN'S INSTITUTE
1500 SW 1ST AVE SUITE 750PORTLANDOR97201N/APCFIVE YEAR PROJECT SUPPORT FOR EARLY CHILDHOOD ADVOCACY PROGRAM THROUGH MILLER EARLY CHILDHOOD INITIATIVE$875,000
ARTS COUNCIL OF PENDLETON
214 NORTH MAINPENDLETONOR97801N/APCTWO YEAR OPERATING SUPPORT FOR ARTISTS, ARTS EDUCATION, ADVOCACY, ARTS EXHIBITIONS AND COMMUNITY EVENTS$24,200
ARTIST MENTORSHIP PROGRAM
6028 SE 91STPORTLANDOR97266N/APCONE YEAR OPERATING SUPPORT FOR ARTS AND MUSIC MENTORSHIP PROGRAMMING FOR HOUSELESS YOUTH IN PORTLAND$6,000
ROGUE VALLEY WIND ENSEMBLE DBA ROGUE VALLEY SYMPHONIC BAND
720 GROVER STASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR SYMPHONIC BAND IN SOUTHERN OREGON$2,700
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
FIVE OAKS MUSEUM
3300 NW 185TH AVE STE 260PORTLANDOR97229N/APCONE YEAR OPERATING SUPPORT FOR ARTS-INTEGRATED CULTURAL MUSEUM$20,000
UMPQUA SYMPHONY ASSOCIATION
PO BOX 241ROSEBURGOR97471N/APCTWO YEAR OPERATING SUPPORT FOR SYMPHONY AND YOUTH ORCHESTRA PROGRAMS IN RURAL OREGON$8,300
SERENDIPITY CENTER INC
PO BOX 33350PORTLANDOR97292N/APCONE YEAR OPERATING SUPPORT FOR ALTERNATIVE SCHOOL SERVING STUDENTS WITH SPECIAL NEEDS$30,000
CALDERA
224 NW 13TH AVE SUITE 304PORTLANDOR97209N/APCTHREE YEAR OPERATING SUPPORT FOR YOUTH ARTS PROGRAMS, MENTORING, AND ARTIST RESIDENCIES IN PORTLAND AND CENTRAL OREGON$50,000
IMAGO THEATRE
PO BOX 15182PORTLANDOR97293N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$23,500
ALL CLASSICAL PUBLIC MEDIA INC
222 SW COLUMBIA STREET SUITE 300PORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR CLASSICAL RADIO STATION AND PROGRAMMING$60,000
ANIMA MUNDI PRODUCTIONS
PO BOX 1323PHOENIXOR97535N/APCONE YEAR OPERATING SUPPORT FOR ASHLAND CONCERT SERIES FOR COMPOSERS AND PERFORMERS OF NEW MUSIC$15,700
SMART READING
101 SW MARKET STREETPORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR STATEWIDE READING PROGRAM$100,000
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
CAPPELLA ROMANA
1201 SW 12TH AVE STE 415PORTLANDOR92705N/APCTHREE YEAR OPERATING SUPPORT FOR PROFESSIONAL CHAMBER CHOIR$36,000
PLAYWORKS
PO BOX 15037PORTLANDOR97293N/APCTWO YEAR OPERATING SUPPORT FOR SOCIAL-EMOTIONAL LEARNING PROGRAM IN ELEMENTARY SCHOOLS$25,000
PDX JAZZ
2839 SW 2ND AVE SUITE BPORTLANDOR97201N/APCTWO YEAR OPERATING SUPPORT FOR JAZZ PERFORMANCE AND ARTS EDUCATION PROGRAMMING$75,000
TWILIGHT THEATER COMPANY
7515 N BRANDON AVENUEPORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT FOR COMMUNITY THEATER$3,500
TOWER THEATRE FOUNDATION
PO BOX 1378BENDOR97709N/APCTWO YEAR OPERATING SUPPORT FOR PERFORMING ARTS ORGANIZATION AND THEATRE IN CENTRAL OREGON$50,000
NORTHWEST THEATRE WORKSHOP
2731 NE BRYCEPORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR THEATRE ARTS COMPANY DEDICATED TO CREATING, DEVELOPING, AND PRODUCING NEW WORK$1,400
CLACKAMAS COUNTY ARTS ALLIANCE
PO BOX 2181 2051 KAEN ROADOREGON CITYOR97045N/APCONE YEAR OPERATING SUPPORT GRANT FOR ARTS HUB IN CLACKAMAS COUNTY$17,700
CORRIB THEATRE
128 NW 11TH AVEPORTLANDOR97209N/APCTWO YEAR OPERATING SUPPORT FOR PROFESSIONAL THEATRE COMPANY FOCUSED ON IRISH PEOPLE, CULTURE, AND HISTORY$7,400
PORTLAND SUMMERFEST
PO BOX 4084PORTLANDOR97208N/APCTWO YEAR OPERATING SUPPORT FOR ONGOING OPERA EDUCATION PROGRAM AND FREE OUTDOOR OPERA PERFORMANCES$4,400
ASHLAND NEW PLAYS FESTIVAL
258 A STREET SUITE 1 130ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT GRANT FOR PLAYWRIGHTS DEVELOPING NEW WORK AND PUBLIC READINGS$6,200
ALL AGES MUSIC PORTLAND DBA FRIENDS OF NOISE
4560 NE 75TH AVEPORTLANDOR97218N/APCONE YEAR OPERATING SUPPORT FOR MUSIC AND ARTS EDUCATION PROGRAMMING FOR BIPOC AND LGBTQ+ YOUTH$30,000
ELEVATE OREGON
12215 NE MARX STPORTLANDOR972301040N/APCONE YEAR OPERATING SUPPORT FOR IN-SCHOOL MENTORING PROGRAM FOR GRADES 3-12$50,000
PORTLAND ART MUSEUM
1219 SW PARK AVENUEPORTLANDOR97205N/APCTHREE YEAR OPERATING SUPPORT FOR ART MUSEUM$800,000
CASCADIA COMPOSERS
8825 NW SPRINGVILLE CTPORTLANDOR97231N/APCONE YEAR OPERATING SUPPORT FOR MEMBER-RUN ORGANIZATION FOR REGIONAL CONTEMPORARY COMPOSERS$1,400
ASHLAND CHILDREN'S THEATRE
240 VAN NESS AVEASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR CHILDREN'S THEATRE ORGANIZATION$3,400
OREGON COAST CHILDREN'S THEATRE
PO BOX 538TOLEDOOR97391N/APCTWO YEAR OPERATING SUPPORT FOR CHILDREN'S THEATRE PROGRAMMING$5,700
ETHOS MUSIC CENTER
2 N KILLINGSWORTH STPORTLANDOR97217N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION ORGANIZATION PROVIDING INDIVIDUAL MUSIC LESSONS AND SCHOLARSHIPS TO UNDER-RESOURCED YOUTH$50,000
COLLABORATIVE THEATRE PROJECT INC
555 MEDFORD CENTERMEDFORDOR97504N/APCONE YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE ENSEMBLE$15,600
THE JOHN G SHEDD INSTITUTE FOR THE ARTS
PO BOX 1497EUGENEOR97440N/APCTHREE YEAR OPERATING SUPPORT FOR ARTS EDUCATION AND PERFORMANCE CENTER$90,000
ASHLAND INDEPENDENT FILM FESTIVAL
PO BOX 218ASHLANDOR97520N/APCONE YEAR OPERATING SUPPORT FOR ANNUAL FILM FESTIVAL IN SOUTHERN OREGON$10,000
GENERATIONS THEATER COMPANY
PO BOX 204JUNCTION CITYOR97448N/APCONE YEAR OPERATING SUPPORT GRANT FOR VOLUNTEER MUSICAL THEATER COMPANY IN RURAL OREGON$1,800
FROM THE GROUND UP
2509 NE FLANDERS APT 200PORTLANDOR97232N/APCONE YEAR OPERATING SUPPORT FOR WOMEN/FEMME-FOCUSED ART INCUBATOR FOR THE CREATION OF NEW WORKS$3,700
NEW EXPRESSIVE WORKS
810 SE BELMONT SUITE 2PORTLANDOR97214N/APCONE YEAR OPERATING SUPPORT FOR DANCE ORGANIZATION PROVIDING A RESIDENCY PROGRAM, CLASSES AND PERFORMANCE SPACE$17,900
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
OUTSIDE THE FRAME
800 NW 6TH AVE 335PORTLANDOR97209N/APCONE YEAR OPERATING SUPPORT FOR FILMMAKING PROGRAM FOR UNHOUSED AND MARGINALIZED YOUTH$40,000
HAND2MOUTH THEATRE
3121 SOUTH MOODY AVE STE 105PORTLANDOR97239N/APCTWO YEAR OPERATING SUPPORT FOR COLLABORATIVE THEATRE ENSEMBLE$20,800
OREGON ARTS WATCH
3519 NE 15TH AVE 259PORTLANDOR97212N/APCONE YEAR OPERATING SUPPORT FOR OREGON ARTS AND CULTURE MEDIA GROUP$13,300
UPSTART CROW STUDIOS
855 W 1ST AVENUEEUGENEOR97402N/APCONE YEAR OPERATING SUPPORT FOR YOUTH THEATRE ARTS PROGRAMMING$14,400
SCARLET SAILS CULTURAL FOUNDATION
14960 SW RUBY STBEAVERTONOR97007N/APCONE YEAR OPERATING SUPPORT FOR SLAVIC COMMUNITY THEATRE AND DRAMA CLASSES$3,700
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97232N/APCTHREE YEAR OPERATING SUPPORT FOR LITERACY PROGRAM FOR ELEMENTARY-AGED LOW INCOME YOUTH AND YOUTH OF COLOR$50,000
BRITT MUSIC & ARTS FESTIVAL
PO BOX 1124MEDFORDOR97501N/APCTHREE YEAR OPERATING SUPPORT FOR PERFORMING ARTS VENUE AND MUSIC FESTIVAL IN SOUTHERN OREGON$130,000
THEATRE 33 - IN RESIDENCE AT WILLAMETTE UNIVERSITY
900 STATE STREET ATTN ADVANCEMENTSALEMOR97301N/APCONE YEAR OPERATING SUPPORT FOR THEATRE ORGANIZATION SUPPORTING PLAYWRIGHTS GENERATING NEW WORK$5,900
WHITE BIRD
900 SW 5TH AVENUE SUITE 100PORTLANDOR97204N/APCTHREE YEAR OPERATING SUPPORT FOR CONTEMPORARY DANCE PERFORMANCES$65,000
FRIENDS OF CHAMBER MUSIC
211 SE CARUTHERS ST SUITE 202PORTLANDOR97214N/APCTHREE YEAR OPERATING SUPPORT FOR CHAMBER MUSIC ORGANIZATION$41,000
PORTLAND LESBIAN CHOIR
10350 N VANCOUVER WAY 5198PORTLANDOR97217N/APCONE YEAR OPERATING SUPPORT FOR LESBIAN CHORAL GROUP FOR LGBTQIA2S+ AND COMMUNITY$6,000
PLAYWRITE
PO BOX 13420PORTLANDOR97213N/APCTWO YEAR OPERATING SUPPORT FOR ARTS EDUCATION PROGRAM PROVIDING STUDENTS WITH PLAYWRITING/PERFORMING WORKSHOPS$16,200
NORTHWEST DANCE PROJECT
PO BOX 42488PORTLANDOR97242N/APCTHREE YEAR OPERATING SUPPORT FOR CONTEMPORARY DANCE COMPANY AND SCHOOL$70,000
SHAKING THE TREE THEATRE
823 SE GRANT STPORTLANDOR97214N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$26,200
BAG AND BAGGAGE PRODUCTIONS
350 E MAIN STREETHILLSBOROOR97123N/APCTWO YEAR OPERATING SUPPORT FOR THEATRE COMPANY$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,927,552TotalGrantOrContriPdDurYrAmt
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$705,734ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,669,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,102,650ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,478,142ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,478,142TotalIncomeProducingActyAmt

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$25,250Amt
Net Investment Income$12,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,625DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISHARES TRUSTBondNm
EOY Book Value$661,692EOYBookValueAmt
EOYFMV$659,203EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (534 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC$483,066$623,886
ADYEN NV$310,978$369,271
AERCAP HOLDINGS$423,198$748,565
AIR PRODUCTS & CHEMICALS INC$1,518,356$1,808,110
ALASKA AIR GROUP INC$51,258$82,362
ALBANY INTERNATIONAL CORP$90,695$121,794
ALCON INC$286,481$342,616
ALLEGION PUBLIC LIMITED$122,747$130,419
ALLSTATE CORP$73,395$197,610
ALPHABET INC$1,137,777$3,382,532
ALTRIA GROUP INC$619,932$686,934
AMAZON.COM$1,173,714$1,618,879
AMERICAN ELECTRIC POWER COMPANY INC COMMON STOCK$240,508$226,148
AMERICAN WATER WORKS$343,540$323,176
AMERIPRISE FINL INC$501,595$930,155
AMETEK INC$95,739$117,890
AMGEN INC$328,042$369,327
ANSYS INC$295,579$465,515
AON PLC SHS$273,987$354,491
APPLE INC$245,374$2,351,444
ARCH CAPITAL GROUP LTD$320,379$449,837
ARGENX SE AMERICAN DEPOSITARY SHARES$213,215$435,420
ARISTA NETWORKS INC$118,733$580,504
ARMSTRONG WORLD INDUSTRIES INC$203,960$624,537
ASML HOLDING$99,387$381,194
ASSURED GUARANTY LTD$117,614$179,390
ASTRAZENECA PLC$883,581$799,606
ATLASSIAN CORPORATION$262,223$373,102
ATMOS ENERGY CORP$377,464$424,774
AUTODESK INC$369,343$380,399
AUTOZONE INC$217,659$413,058
AVANTOR INC$480,935$421,442
AVERY DENNISON$64,888$63,998
AXALTA COATING SYSTEMS LTD$379,586$423,746
BAE SYSTEMS$707,617$672,373
BAKER HUGHES COMPANY$467,096$598,687
BALL CORP$116,199$104,196
BANK OF AMERICA CORP$253,474$276,885
BEL FUSE INC-CL A$41,690$58,552
BERKLEY W R CORPORATION$109,898$408,762
BIOMARIN PHARMACEUTICAL INC$179,634$170,898
BLACKROCK INC$788,209$1,681,180
BLACKSTONE INC COMMON STOCK$309,690$411,394
BOOKING HOLDINGS INC$807,171$1,281,852
BOYD GAMING CORP$81,011$89,877
BRISTOL MYERS SQUIBB CO$161,573$169,680
BRISTOW GROUP INC$90,228$110,549
BROADRIDGE FINANCIAL SOLUTIONS$400,959$1,022,153
BROWN & BROWN INC$99,575$624,975
BUILDERS FIRSTSOURCE$278,405$226,401
CABLE ONE INC$665,272$256,019
CADENCE DESIGN SYSTEMS INC$163,795$321,192
CANADIAN NATURAL RESORUCES LTD$267,587$259,678
CANNAE$309,557$146,845
CAPITAL ONE FINANCIAL CORP$877,644$1,128,052
CARRIER GLOBAL CORPORATION$440,996$501,028
CASELLA WASTE SYSTEMS$297,182$376,366
CENCORA INC$138,326$171,880
CENTERPOINT$102,759$118,861
CF INDS HLDGS$96,918$104,602
CHAMPION HOMES$96,714$91,624
CHARLES RIVER LABORATORIES INTERNATIONAL$367,579$340,956
CHECK POINT$134,506$163,549
CHENIERE ENERGY INC$221,382$459,822
CHEVRON CORPORATION$942,903$899,167
CHORD ENERGY CORPORATION COMMON STOCK$105,737$79,038
CHUBB LIMITED$909,850$1,024,797
CHURCH AND DWIGHT CO INC$614,388$729,829
CHURCHILL$391,959$740,479
CIENA CORP$141,145$178,949
CISCO SYSTEMS INC$389,049$466,496
CITIGROUP$219,674$320,275
COCA COLA EUROPACIFIC$58,646$67,132
COCA COLA COMPANY (THE)$298,760$348,075
COGNIZANT TECH SOLUTIONS$349,402$349,972
COMMERCE BANCSHARES INC$148,898$190,519
COMPASS GROUP PLC AMERICAN DEPOSITARY RECEIPTS$273,529$330,290
CONCOCOPHILLIPS$250,547$218,174
CONSTELLATION BRANDS INC$280,298$258,791
CORTEVA INC$362,446$502,672
COSTAR GROUP$238,060$239,397
COSTCO WHOLESALE CORP-NEW$84,579$450,805
COTERRA ENERGY INC$275,585$337,664
CRANE NXT CO COMMON STOCK$83,539$111,142
CTS CORP$55,628$97,076
CULLEN FROST BANKERS INC$404,038$516,326
CURTISS WRIGHT CORP$86,951$210,083
CVS HEALTH CORP$934,990$657,863
DANAHER CORPORATION$248,549$363,607
DARDEN RESTAURANTS INC$29,555$45,739
DATADOG INC$425,876$532,122
DECKERS OUTDOOR$203,609$686,038
DELL TECHNOLOGIES INC$38,406$48,516
DIAGEO PLC- SPONSORED ADR$596,749$614,419
DIAMONDBACK ENERGY INC$104,599$112,551
DIME CMNTY BANCSHARES INC$113,474$110,277
DISCOVER FINL$44,042$66,174
DOLLAR TREE INC$509,708$497,227
DOVER CORP$79,413$94,363
DTE ENERGY CO$121,078$129,444
DUN & BRADSTREET HOLDINGS INC$406,523$250,695
DUPONT DE NEMOURS$58,880$61,534
EAGLE MATERIALS INC$100,830$270,449
EAST WEST CANCORP$57,005$75,172
EASTERN BANKSHARES INC$192,517$200,014
EATON CORPORATION PLC$82,680$189,166
EBAY INC COM$120,158$134,060
ECOLAB INC$384,137$390,846
ELI LILLY & CO$266,705$877,764
EMBRAER S A$40,061$203,024
EMERSON ELECTRIC CO$133,019$184,036
ENPRO INC COMMON STOCK$130,162$176,761
ENTEGRIS INC$220,406$542,056
ENTERGY CORPORATION$65,766$89,013
EQT CORP$90,678$108,820
EQUIFAX INC$83,305$94,804
EQUITY RESIEDENTIAL$74,026$77,931
EQUITY LIFESTYLE PPTYS INC$73,240$73,260
ESSENTIAL PROPERTIES REALTY TRUST INC$55,477$138,789
ESSEX PROPERTY TRUST$61,041$62,226
EVERCORE INC$83,355$143,030
EVEREST GROUP$443,149$400,518
EXPERIAN GROUP LTD$122,714$259,627
EXPEDITORS INTL WASH$119,055$124,616
FED EX CORP$1,145,074$1,531,279
FERGUSON PLC NEW SHS$235,464$290,035
FERGUSON PLC$32,831$34,540
FERRARI NV$254,242$608,371
FIFTH THIRD BANCORP$129,768$180,366
FIRST AMERICAN FINANCIAL$306,357$298,838
FIRST INDL RITY TR$103,554$297,722
FIRST NATIONAL BANK$297,984$893,664
FIRSTENERGY CORP$218,663$263,145
FISERV INC$1,752,853$2,458,877
FLEX LTD$99,940$156,977
FORTIVE CORP$213,934$213,150
FREEPORT MCMORAN INC$355,379$362,102
FRONTDOOR INC$55,669$90,971
GARMIN LTD$28,945$45,583
GATES INDUSTRIAL CORPORATION$234,729$303,325
GENERAL DYNAMICS CORP$388,455$511,698
GENTEX CORP CORN$63,508$64,413
GETTY REALTY CORP$53,727$69,450
GLOBAL MEDICAL REIT INC$194,336$181,198
GODADDY$247,780$606,123
GOLDMAN SACHS GROUP INC$454,370$664,239
GRACO INC$150,626$484,668
GSK PLC SPONSORED$519,328$453,188
HALLIBURTON CO$57,854$48,643
HANOVER INSURANCE GROUP (THE)$440,963$587,553
HARLEY DAVIDSON$51,050$46,129
HERSHEY COMPANY$406,946$370,538
HOLOGIC INC$167,481$171,214
HOME DEPOT INC$496,695$1,115,623
HONEYWELL INTL INC$798,356$847,539
HOWMET AEROSPACE INC$99,535$220,162
HP INC$244,727$221,884
HUNTINGTON BANCSHARES INC$112,030$146,202
ICICI BANK$273,331$367,666
INCON PLC$470,105$513,370
IMAX CORP$88,084$138,112
INGEVITY CORPORATION$209,636$124,817
INVITATION HOMES$43,347$41,401
ITT CORP NEW$34,200$49,008
JACOBS SOLUTIONS INC$43,580$49,707
JOHNSON & JOHNSON$754,801$764,172
JPMORGAN CHASE & CO$87,343$348,778
KADANT INC$17,178$123,851
KEYSIGHT TECHNOLOGIES INC$523,742$579,714
KINDER MORGAN INC$134,239$268,520
KONINKLIJKE PHILIPS N V$177,919$272,165
L3HARRIS TECHNOLOGIES INC$96,394$94,626
LA Z BOY INC$83,832$110,363
LADDER CAPITAL CORP$115,030$123,840
LAMAR ADVERTISING CO A$82,755$106,036
LAMB WESTON HOLDINGS$359,124$478,503
LANCASTER COLONY CORP$335,963$461,591
LANDSTAR SYSTEM INC$65,906$68,228
LEIDOS HOLDINGS INC$52,705$56,760
LENNAR CORP CL A$403,348$518,479
LINDE PLC SHS$295,598$377,640
LOCKHEED MARTIN CORP$380,194$428,113
LOWES COMPANIES INC$686,190$1,510,416
LPL FINANCAIL HOLDINGS$199,533$281,778
MARKEL CORP HOLDING CO$141,817$346,972
MARKEL GROUP$105,508$124,289
MARTIN MARIETTA MATERIALS INC$608,154$1,255,612
MASCO CORP$105,722$118,362
MASTERCARD INCORPORATED$161,992$589,232
MEDTRONIC PLC$383,617$351,472
MERCADOLIBRE$234,780$278,872
MERCK & CO INC$351,373$336,342
METHANEX CORP$149,112$199,011
MGIC INVESTMENT CORP$68,232$131,614
MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS$328,504$284,907
MICROCHIP TECHNOLOGY INC$995,268$866,358
MICROSOFT CORP$1,231,840$3,329,008
MITSUBISHI UFJ FINANCIAL GROUP INC$195,024$319,616
MODINE MANUFACTURING CO$47,359$232,208
MOLINA HEALTHCARE INC$215,420$207,519
MONARCH CASINO & RESORT INC$55,917$64,777
MONGODB INC$267,849$173,909
MONRO INC$76,088$65,894
MORNINGSTAR INC$98,345$472,811
MOTOROLA SOLUTIONS INC$232,049$542,658
MUELLER WATER PRODUCTS INC$56,638$99,135
MURPHY USA INC$358,278$714,492
NCR ATLEOS CORPORATION COMMON STOCK$176,296$287,336
NCR VOYIX CORPORATION COMMON STOCK$207,729$205,773
NESTLE SA$586,011$550,331
NETAPP INC$76,832$85,783
NEWMARKET CORP$749,680$1,203,053
NEWMONT CORPORATION$255,314$230,206
NEXSTAR MEDIA GROUP INC$32,114$79,143
NORDSON CORP$155,104$245,648
NORFOLK SOUTHN CORP COM$1,331,175$1,747,811
NOVARTIS$826,986$706,665
NOVO NORDISK$428,010$663,816
NVR INC$60,446$81,789
NXP SEMICONDUCTORS N V$161,750$397,617
O RILEY AUTOMOTIVE$121,918$572,741
OCEANEERING INTERNATIONAL INC$58,079$153,794
OGE ENERGY$55,802$64,515
OLD DOMINION FIGHT LINE$343,083$519,145
OLIN CORP NEW$70,214$47,523
ORACLE CORPORATION$157,466$538,580
ORION S A COMMON SHARES$232,655$159,147
OSHKOSH CORPORATION$312,619$277,509
PACIFIC PREMIER BANCORP INC$168,543$135,515
PACKAGING CORP AMERICA$97,162$130,575
PARKER HANNIFIN$87,924$136,110
PARKER HANNIFIN CORP$417,763$768,960
PATTERSON COMPANIES INC$77,689$86,346
PAYPAL HOLDINGS$479,946$532,926
PC CONNECTION INC$22,957$34,843
PEAPACK-GLADSTONE FINANCIAL CORPORATION$49,965$58,235
PEOPLES BANCORP INC$83,666$93,739
PFIZER INC$210,728$174,833
PHILLIPS 66$60,961$49,560
PNC FINANCIAL SVCS GROUP INC$278,719$362,751
PORTLAND GENERAL ELECTRIC CO$263,263$258,579
POST HOLDINGS INC$238,225$492,407
PROCTER & GAMBLE CO$470,194$568,166
PROGRESSIVE CORP$416,490$2,082,930
QUALCOMM INC$401,952$605,724
QUEST DIAGNOSTICS INC$95,896$138,037
RALPH LAUREN$50,776$84,077
RANGE RESORUCES CORP$92,689$106,465
RB GLOBAL INC$82,301$110,417
REALTY INCOME CORP$173,121$162,633
REGENCY CENTERS CORPORATION$98,198$109,269
RENAISSANCE RE HOLDINGS$68,083$67,179
REPUBLIC SERVICES INC$644,525$885,594
RESIDEO TECHNOLOGIES$57,447$52,715
REX AMERICAN RESOURCES CORPORATION$75,321$108,769
REYNOLDS CONSUMER PROUDCTS$288,452$255,217
ROBERT HALF INC$106,143$109,636
ROCKET COS INC$54,952$50,614
ROSS STORES$68,080$90,459
ROYAL CARIBBEAN GROUP$249,775$685,149
RPM INTERNATIONAL INC$324,003$404,129
RTX CORPORATION$1,158,997$1,216,912
S&P GLOBAL INC$243,138$464,662
SAFRAN SA$523,538$614,488
SALESFORCE.COM INC$111,671$203,941
SANOFI ADR$1,077,232$957,124
SAP SE$781,035$924,765
SCHNEIDER ELECT$234,959$372,796
SEACOAST BANKING CORPORATION OF FLORDIA$90,505$95,804
SERVICENOW INC$140,092$467,513
SHERWIN WILLIAMS CO$265,989$311,376
SHUTTLERSTOCK INC$158,143$99,912
SIGNET JEWELERS LIMITED$177,295$188,296
SITIO ROYALTIES CORP CLASS A$108,886$91,412
SONY GROUP CORPORATION$722,470$896,148
SOUTHERN CO$193,287$246,548
STAR GROUP L P$37,029$42,502
STARBUCKS CORP$1,326,406$1,468,578
STERIS PLC$198,589$346,780
STRYKER CORP$281,867$902,286
SYNCHRONY$88,468$138,840
SYSCO CORP$288,569$299,112
TE CONNECTIVITY PLC ORD$1,155,416$1,118,025
TECK$376,565$294,977
TELEDYNE TECHNOLOGIES INC$330,867$347,633
TEXAS INSTRUMENTS INCORPORATED$516,004$844,170
TEXTRON INC$118,558$149,461
TRAVELERS COS INC$59,054$74,676
THERMO FISHER SCIENTIFIC INC$257,927$612,311
THERMON GROUP HOLDINGS INC$76,821$106,161
TJX COMPANIES INC NEW$406,211$740,928
TOTALENERGIES$572,664$462,215
UBER TECHNOLOGIES INC$360,375$524,000
UBS GROUP AG$456,074$453,708
UNIFIRST CORP MASS$226,467$216,942
UNITEDHEALTH GROUP$438,550$379,395
US BANCORP DEL$466,187$574,630
US FOODS HOLDING CORP$45,820$63,480
VAIL RESPORTS$346,064$262,617
VERISK ANALYTICS INC$193,666$425,264
VERIZON COMMUNICATIONS$586,609$563,739
VERTEX PHARMACEUTICALS INC$160,244$237,996
VIRTUS INVESTMENT PARTNERS INC$25,774$68,600
VONTIER COPROTATION$380,313$429,690
WALMART INC$110,901$257,949
WALT DISNEY CO$208,281$208,225
WARNER BROS DISCOVERY INC$229,765$172,862
WASTE CONNECTIONS$207,225$257,542
WHITE MOUNTAINS INSURANCE GROUP LTD$326,734$848,046
WSFS FINANCIAL CORP$138,111$140,316
XCEL ENERGY INC COMMON STOCK$340,495$343,339
XY LEM INC$326,483$362,795
ZEBRA TECHNOLGOIES CORPORATION$490,736$638,808
SANDOZ GROUP$541,091$527,148
3I GROUP PLC$440,769$492,906
AAON INC$151,742$165,929
ABBVIE INC$411,590$432,344
ACADIA HEALTH CO$156,072$116,571
ADM INTL NV$177,587$302,219
AFFILIATED MANGERS GROUP$73,799$81,180
AGN INVESTMENT CORP$188,785$169,832
AIRBUS SE$264,091$301,312
ALAMO GROUP INC$103,845$110,616
ALAPHABET INC CL C$429,019$485,622
ALLIANZ SE UNSP ADR$244,319$232,623
ALNYLAM PHARMACEUTICALS$526,304$435,794
AMERICAN INTERNATIONAL GROUP$360,936$347,547
ANHEUSER BUSCH INBEV$510,173$400,560
ANTERO RESORUCES CORP$138,145$159,127
ARROW ELECTRS$62,018$54,524
ARTISAN PARTNERS ASSET MANAG$180,372$181,241
AVANOS$142,778$117,076
AXA SPONS$426,384$399,884
BARRATT REDROW PLC$239,463$228,571
BAXTER INTERNATIONAL INC$478,430$396,139
BEACON ROOFING SUPPLY$300,219$341,512
BECKERS OUTDOOR CORP$42,957$635,672
BEL FUSE INC-CL B$44,593$44,204
BERKSHIRE HATHAWAY INC CL B$804,085$2,611,799
BILL HOLDINGS INC$190,086$180,517
BLOCK HR INC$82,698$88,454
BNP PARIBAS$436,028$396,613
BRUKER CORPORATION$1,025,182$995,543
BWX TECHNOLOGIES INC$195,551$195,712
CADENCE BANK COM$188,338$206,356
CANADIAN PACIFIC KANSAS CITY$260,824$429,950
CAPGEMINI SE$377,387$317,394
CAPRI HOLDINGS LIMITED$137,770$130,151
CARLYLE GROUP$115,543$132,940
CCC INTELLIGENT SOLUITONS$355,224$362,997
CELANESE CORP$262,671$167,834
CELESTICA INC COM$143,035$242,749
CENOVUS ENERGY INC$316,801$263,246
CHARTER COMMUNICATIONS$651,742$685,540
COHERENT CORP$161,488$161,041
COLUMBUS MCKINNON CORPORATION$73,928$70,756
COMCAST CORP$560,447$510,408
COMERICA INC$284,552$297,189
COMMERCIAL METALS CO$72,630$67,704
COTY INC COM CL A$140,879$110,246
CREDIT ACCEPTANCE CORP$420,667$438,945
CRH PLC$321,734$335,200
CURBLINE PPTYS CORP$63,675$68,685
CUSHMAN WAKEFIELD PLC$241,866$248,716
DOMINION ENERGY$250,580$231,598
ECHOSTAR CORP$58,147$57,250
ELANCO ANIMAL HEALTH INC$213,350$175,595
ELEMENT SOLUTIONS INC$700,513$649,380
EXPRO GROUP$108,397$83,250
EXTRA SPACE STORAGE$80,997$80,934
EXXON MOBILE$241,317$226,435
FABRINET$145,294$133,027
FIDELITY NATIONAL INFO$587,347$565,228
FIRST ENERGY CORP$103,500$101,519
FIRST INTERSTATE BANCSYS MT$111,232$119,327
FOX CORP CL A$184,136$213,752
FOX CORP CL B$88,604$105,202
GAMING AND LEISURE PROPE$136,586$130,032
GATX CORP$92,406$110,022
GE AEROSPACE$560,226$500,370
GE HEALTHCARE TECHONOLGIES$264,869$226,722
GEN DIGITAL INC$38,231$45,396
GENERAC HOLDINGS$106,233$109,310
GILDAN ACTIVEWEAR INC$171,246$171,262
GILEAD SCIENCES$548,464$600,405
GITLAB INC$261,878$277,186
GLENCORE PLC$299,581$232,096
GLOBAL NET LEASE INC$77,177$65,729
GXO LOGISTICS$130,993$126,803
HALEON PLC$360,796$331,992
HAWKINS INC$81,533$78,509
HE EQUIPMENT SERVICES$84,087$76,867
HEALTHEQUITY INC$173,023$201,015
HUMANA INC$534,750$540,910
HUNTINGTON INGALLS INDUSTRIES$108,452$103,934
IAC INC$153,022$127,263
INCYTE$174,916$179,582
INFINEON$211,298$204,666
ING GROEP N V$265,296$237,306
INSIGHT NETERPRISES INC$158,076$117,117
INSMED INC$222,354$228,039
INSTALLED BUILDINGS PRODUCTS$234,971$184,889
INTEL CORP$265,708$175,738
INTERDIGITAL INC$43,359$75,163
INTL FLAVORS FRAGRANCES$433,722$372,020
JBT MAREL CORPORATION COM$157,672$162,053
JOHNSON CTLS INTL$900,070$939,267
KB FINANCIAL GROUP$358,416$326,208
KINDERCARE LEARNING COMPANIES$28,042$27,768
KINROSS GOLD CORP$289,536$284,932
KIRBY CORP COM$92,965$80,937
KOMATSU LTD$163,000$157,937
KONINKLIJKE AHOLD DELHAIZE$65,721$63,779
KT CORP SP$245,954$225,723
LAM RESEARCH CORP$47,872$44,349
LINCOLN ELEC$80,788$79,675
LULULEMON ATHLETICA$229,711$347,993
LYONDELLBASELL INDUSTRIES NV$287,491$222,810
MANPOWERGROUP INC$96,948$90,909
MAPLEBEAR INC$42,258$41,337
MARATHON PETROLEUM CORP$55,299$50,778
MASTERBRAND INC$32,429$27,642
MATADOR RESOURCES CO$141,365$144,588
MATERION CORP$173,163$163,152
MAXLINEAR INC$47,538$67,153
MEG ENERGY CORP CORN$238,722$189,273
MEITUAN$649,662$459,549
META PLATFORMS INC$1,158,294$1,316,812
METLIFE$1,008,487$982,560
MFA FINANCIAL INC$164,078$138,686
MITSUBISHI ELECTRIC$291,540$295,194
MITSUBISHI HEAVY INDUSTRIES$362,095$444,574
MOLSON COORS BEVERAGES COMPANY$162,706$166,228
MONDAY COM LTD$291,697$322,788
MOSAIC CO NEW CORN$51,354$45,915
MSC INDL$44,672$39,660
MURPHY OIL$159,906$141,919
NATWEST GROUP$314,663$344,031
NEG ENERGY INC$35,099$34,554
NEUROCRINE BIOSCIENCES$82,814$88,725
NEWS CORP NEW CL A$57,563$60,588
NIKE INC$176,739$147,178
NNN REIT INC$188,583$161,358
NORDEA BANK$295,489$278,163
NORMAD FOODS LTD$335,832$313,048
NU HOLDINGS LTD$287,757$269,049
OCCIDENTAL PETROLEUM CORPORATION$783,512$696,681
OLS NATL BANCORP$157,385$195,736
OSI SYS INC$150,387$158,221
PAYCOM SOFTWARE$461,786$599,332
PERMAIN RESOURCES CORP$143,326$139,989
PRIMO BRANDS$39,765$40,616
PROSPERITY BANSCHARES INC$174,866$185,361
PROSUS NV$542,446$488,604
QUALYS INC$386,940$381,679
RAMBUS INC$74,214$95,941
RED ROCK RESORTS$197,893$169,007
REGENERON PHARMACEUTICALS$431,013$302,740
RELIANCE INC$77,547$71,085
REXEL SA$261,495$230,746
ROCHE HOLDINGS LTD SPON$222,996$205,792
ROLLS ROYCE$514,541$489,293
RXO INC$174,941$151,861
RYANAIR$133,027$134,039
SBA COMMUNICATIONS CORP$288,510$270,035
SCIENCE APPLICANTNS INTE$69,914$64,385
SEA LTD$458,578$628,855
SELECTIVE INS$195,555$195,457
SENSATA TECHNOLOGIES$238,896$169,222
SITE CENTERS CORP COM$80,759$21,911
SLM CORP$51,862$79,651
SNOWFLAKE INC$280,436$341,709
SOLVENTUM CORP$43,766$40,891
SPOTIFY TECHNOLOGY SA$369,160$575,331
SS C TECHNOLOGIES HOLDING$89,669$95,634
SSE PLC SPN$390,201$316,369
STAG INDUSTRIAL$174,135$155,741
STATE STR CORP$139,652$157,040
SUM COMMUNITIES INC$258,285$249,014
SUMITOMO$420,302$460,507
TAIWAN SEMICONDUCTOR$618,395$842,492
TALEN ENERGY CORP$174,014$374,331
TELEFLEX INC$130,919$131,705
TENNANT CO$187,127$154,907
TESCO PLC$199,146$196,070
THE BALDWIN INSURANCE GROUP$388,094$395,623
THE CIGNA GOROUP$546,312$441,824
THE GAP INC$121,932$134,691
TIMKEN CO$131,858$125,968
T-MOBILE US INC$396,494$419,387
TORO CO$384,590$330,012
TRANSMEDICS GROUP$128,373$60,480
UFP UNDUSTRIES INC$30,369$26,247
UNITED BANKSHARES INC$161,307$167,285
VALMONT INDS$137,492$145,668
VF CORP COM$154,875$156,658
WARBY PARKER INC$106,784$159,907
WATERS CORP COM$347,618$488,582
WATTS WATER$46,349$47,979
WELLS FARGO$781,651$962,288
WESTERN ALLIANCE BANCORPORATION$298,040$294,896
WILEY JOHNSONS$171,205$152,679
WILLIAMS COS INC$357,177$389,664
WYNDAM HOTELS RESOURTS$78,003$116,009
YETI HOLDINGS$129,538$134,438
ZIONS BANCORPORATION$235,305$266,639
VALVOLINE INC$421,102$384,123
VISA INC COM$342,202$1,632,662
ALAPHABET INC CL A$425,149$482,715
BANCORP INC$139,264$276,097
BANK OF NEW YORK MELLON$596,668$637,689
BUILDERS FIRSTSROUCE$31,125$31,873
BUKER CORPORATION$123,369$125,154
COUPANG INC$332,049$381,529
FIRSTCASH HODLINGS$167,979$155,918
GUARDIAN PHARMACY SVCS$117,022$105,595
HJAKC HENRY$365,836$419,493
HONDA MOTOR CO$287,863$252,468
HORACE MANN EDUCATORS$121,095$132,794
REXFORD INDUSTRIAL REALTY IN$58,437$44,923
RUSH ENTERPRISES$164,248$178,341
SCHWAB CHARLES CORP COM$1,688,615$2,338,124
SIEMENS AG$710,587$758,865
SIMON PROPERTY GROUP$124,543$159,466
TEMPUR SEALY$64,491$92,631
TREX CO INC$193,729$267,353
VALLOUREC$189,245$199,812
VICI PPTYS INC$96,218$89,529
VOYA FINANCIAL INC$37,414$34,346
WEATHERFORD INTL$64,167$61,029
ZIMMER BIOMET HOLDINGS$353,492$353,861
EASTGROUP PPTYS INC$67,706$62,752
IMI PLC$160,759$148,672
WCM CAPITAL FUNDING$3,791$3,791

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ATLAS PARTNERS HOLDINGS IIAT COST$4,219,966$6,604,989
FUSE VENTURE PARTNERS ALPHA IAT COST$2,363,073$2,377,170
FUSE VENTURE PARTNERS ALPHA IIAT COST$558,769$550,044
INDUSTRY VENTURES PARTNERSHIPAT COST$2,687,582$4,716,575
MATTHEWS INTL FDS PAC TIGER FD INSTL CLAT COST$5,292,210$2,600,049
NEW MOUNTAIN PARTNERS IV LPAT COST$421,102$1,057,127
NEW MOUNTAIN PARTNERS V LPAT COST$1,694,482$3,878,088
NEW MOUNTAIN PARTNERS VII LPAT COST$495,093$478,610
OREGON VENTURE FUND XVAT COST$692,285$885,819
EQUITY LIFESTYLE PROPERTIES INCAT COST$242,057$265,135

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,157LegalFeesAmt
Net Investment Income$3,078NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,079DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$852,525Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$93,475$0$93,475
FILING FEES$2,400$0$2,400
OFFICE SUPPLIES$7,377$0$7,377
PAYROLL SERVICE$14,764$0$14,764
PROGRAM EDUCATION$29,708$0$29,708
WEBSITE FEES AND TECH SUPPORT$54,507$0$54,507
INSURANCE$11,958$2,392$9,566
POSTAGE AND DELIVERY$1,110$0$1,110
TELEPHONE$6,576$0$6,576
OTHER INITIATIVES$57,962$0$57,962
UTILITIES AND PROPERTY TAX$5,230$0$5,230
OFFICE EXPENSE$3,692$0$3,692

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$1,279,504$1,279,504$0
OTHER PROFESSIONAL FEES$214,137$185,237$28,900

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME TAX$561,000$0$0
TAXES WITHHELD$17,084$17,084$0

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