2024-05-10T17:37:42-05:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2023-01-01 931160719 KOHNSTAMM FAMILY FOUNDATION C/O MOSS ADAMS LLP KOHN 5032421447 805 S BROADWAY 1400 PORTLAND OR 97205 MOLLY KOHNSTAMM PRESIDENT 5032421447 2024-05-10 1 MOLLY KOHNSTAMM 999009999 1 WENDY CAMPOS P00448102 5032421447 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2598945 X 1695 X 41 41 35943 35943 132600 886069 132600 644 644 170923 169228 0 0 0 3247 1624 1624 9401 9401 0 1637 627 302 846 846 0 15131 12498 1926 23021 23021 38152 12498 24947 132771 156730 11010 24712 24712 32649 94148 94148 973645 1031215 2480085 1017304 1150075 2598945 0 0 X 8288 8288 0 0 1009016 1141787 1017304 1150075 1017304 1150075 1017304 132771 0 1150075 0 1150075 UBS SHORT-TERM PUBLICLY TRADED SECURITIES 597937 607526 -9589 -9589 UBS LONG-TERM PUBLICLY TRADED SECURITIES 288132 145943 142189 142189 132600 2179 0 2179 0 2179 474 0 0 0 474 1 1706 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 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PC TO HELP AMERICAN INDIAN STUDENTS PURSUE A COLLEGE EDUCATION AND IMPROVE THEIR FUTURE 250 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 PC HUMAN RIGHTS ACTIVIST ORGANIZATION 250 AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK NY 10001 PC HUMAN RIGHTS ACTIVIST ORGANIZATION 250 ARBORETUM 301 NORTH BALDWIN AVENUE ARCADIA CA 91007 PC GENERAL SUPPORT 250 ASSISTANCE LEAGUE - GREATER PORTLAND 4000 SW 117TH AVE BEAVERTON OR 97005 PC PADDLE RAISE PROGRAM 1000 BLACKPACKERS 826 S TEJON SUITE 100 COLORADO SPRINGS CO 80903 PC GENERAL SUPPORT 200 CASA FOR CHILDREN 1401 NE 68TH AVE PORTLAND OR 97213 PC TO ADVOCATE FOR THE BEST INTERESTS OF CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED 250 CHALLENGED ATHLETES FOUNDATION 9591 WAPLES ST SAN DIEGO CA 92121 PC TO IMPACT THE LIVES OF INDIVIDUALS WITH PHYSICAL CHALLENGES AND EMPOWER THEM THROUGH SPORTS 200 CHILDREN'S CANCER ASSOCIATION 1200 NW NAITO PKWY PORTLAND OR 97209 PC GENERAL SUPPORT 250 ELEVATE OREGON 12215 NE MARX ST PORTLAND OR 97230 PC GENERAL SUPPORT 259 FANCONI ANEMIA 360 E 10TH AVE SUITE 201 EUGENE OR 97401 PC TO FIND LIFE-EXTENDING THERAPIES FOR INDIVIDUALS AFFECTED BY FANCONI ANEMIA 250 FOREST SERVICE EMPLOYEES FOR ENVIRONMENTAL ETHICS PO BOX 11615 EUGENE OR 97440 PC GENERAL SUPPORT 250 FOS FEMINISTA 125 MAIDEN LANE 9TH FLOOR NEW YORK NY 10038 PC TO RESPOND WITH AGILITY TO ROLLBACKS OF WOMEN'S HUMAN RIGHTS 250 FRIENDS OF ELK ROCK GARDEN PO BOX 25023 PORTLAND OR 97298 PC FOR THE PRESERVATION OF THIS BEAUTIFUL PLACE FOR GENERATIONS TO COME 250 FRIENDS OF THE COLUMBIA GORGE 522 SW 5TH AVE SUITE 720 PORTLAND OR 97204 PC MAINTENANCE/EDUCATION OF THE COLUMBIA GORGE 1000 FRIENDS OF THE EXPLORER POST 58 5228 SW WESTWOOD VIEW PORTLAND OR 97239 PC TO PROVIDE OUTDOOR EXPERIENCES FOR PORTLAND TEENS IN AN INCLUSIVE AND AFFORDABLE WAY 500 FRIENDS OF TREES 3117 NE MARTIN LUTHER KING JR BLVD PORTLAND OR 97212 PC TO PLANT AND CARE FOR TREES AND NATIVE SHRUBS 250 HELPING HANDS REENTRY OUTREACH CENTER PO BOX 413 SEASIDE OR 97138 PC TO PROVIDE A SUSTAINABLE LIFE THROUGH RESOURCES, RECOVERY AND REENTRY FOR THE HOMELESS 1000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST NEW YORK NY 10168 PC TO HELP THOSE WHOSE LIVES ARE SHATTERED BY CONFLICT TO SURVIVE AND GAIN CONTROL OF THEIR FUTURE 250 JANUS YOUTH PROGRAMS 707 NE COUCH ST PORTLAND OR 97232 PC TO CHANGE LIVES AND BUILD FUTURES FOR CHILDREN, YOUTH, AND FAMILIES 250 KENYA KEYS PO BOX 2348 LAKE OSWEGO OR 97035 PC EDUCATIONAL OPPORTUNITIES TO THOSE WHO HAVE NONE 2050 LEAGUE OF WOMEN VOTERS OF PORTLAND 618 NW GLISAN STREET SUITE 303 PORTLAND OR 97209 PC GENERAL SUPPORT 100 LEARNING ALLY 20 ROSZEL ROAD PRINCETON NJ 08540 PC PROVIDE AUDIO BOOKS 250 MEALS ON WHEELS PEOPLE 7710 SW 31ST AVE PORTLAND OR 97219 PC TO ENSURE NO SENIOR WILL GO HUNGRY 250 MERCY CORPS 3015 SW 1ST AVE PORTLAND OR 97201 PC PROVIDE HUMANITARIAN RELIEF 250 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 PC CONSERVATION OF WILDLIFE 250 NEW AVENUES FOR YOUTH SOCIAL SERVICES 1220 SW COLUMBIA ST PORTLAND OR 97201 PC TO PROVIDE FOR YOUNG PEOPLE EXPERIENCING HOMELESSNESS AND HOUSING INSTABILITY 250 NEW THOUGHT CENTER 5319 SW WESTGATE DR SUITE 149 PORTLAND OR 97221 PC SPREADING PEACE AND SPIRITUAL UNITY BRIDGING DIVERSITY AND UNIFYING ALL CREATION THROUGH GOD 100 OCEANA 5738 S RIVERPOINT LN PORTLAND OR 97239 PC GENERAL SUPPORT 250 OHSU FOUNDATION 1121 SW SALMON ST SUITE 100 PORTLAND OR 97205 PC TO SECURE PRIVATE PHILANTHROPIC SUPPORT TO ADVANCE OHSU'S VITAL MISSIONS 1500 OPB CORNERSTONE SOCIETY 7140 SW MACADAM AVE PORTLAND OR 97219 PC ENABLES OPB TO BRING RADIO, TELEVISION, AND ONLINE INFORMATION TO MORE THAN 1.5 MILLION PEOPLE EACH WEEK 2000 OREGON CULTURAL TRUST 775 SUMMER ST NE SUITE 200 SALEM OR 97301 PC TO SUPPORT OREGON CULTURAL TRUST 250 OREGON ENVIRONMENTAL COUNCIL PO BOX 14822 PORTLAND OR 97293 PC TO SET PATH TO 100% CLEAN ELECTRICITY, CARBON-FREE CARS, REDUCED INDUSTRIAL POLLUTION 250 OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 PC PROVIDES NUTRITIOUS MEALS TO INDIVIDUALS, CHILDREN, AND FAMILIES ACROSS OREGON 250 OREGON HISTORICAL SOCIETY 1200 SW PARK AVE PORTLAND OR 97205 PC TO MAKE OREGON'S HISTORY AVAILABLE TO ALL 250 OREGON WILD 5825 N GREELEY AVE PORTLAND OR 97217 PC PROTECTING OREGON'S WILD LANDS, WILDLIFE, AND WATER 500 PLAY WRITE PO BOX 13420 PORTLAND OR 97213 PC TO PROVIDE YOUNG PEOPLE A SAFE SPACE TO EXPLORE THEIR VOICE, STORIES THROUGH ART 250 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 PC TO PROVIDE ACCESS TO ART WITH LASTING VALUE FOR EDUCATION AND ENRICHMENT OF COMMUNITY 250 PORTLAND AUDUBON 5151 NW CORNELL RD PORTLAND OR 97210 PC TO HELP PROTECT NATIVE BIRDS, OTHER WILDLIFE AND THEIR HABITATS ACROSS THE OREGON LANDSCAPE 250 PORTLAND RESCUE MISSION 111 W BURNSIDE ST PORTLAND OR 97209 PC TO BREAK THE CYCLE OF HOMELESSNESS, ADDICTION, AND DESPAIR IN THE LIVES OF HURTING PEOPLE IN NEED 250 RAPHAEL HOUSE 2057 NW OVERTON PORTLAND OR 97209 PC PROVIDES FOOD/CLOTHING TO THE NEEDY 250 SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 PC TO IMPACT THE LIVES OF CHILDREN 250 SISTERS OF THE ROAD 133 NW SIXTH AVE PORTLAND OR 97209 PC TO HELP BUILD RELATIONSHIPS 250 SMART READING 101 SW MARKET ST PORTLAND OR 97201 PC PROVIDE A CHILD BORN WITH A CLEFT THE SAME OPPORTUNITIES IN LIFE AS A CHILD BORN WITHOUT 250 SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 PC TO HELP PROVIDE EVERY CHILD WITH A CLEFT ACCESS TO HIGH-QUALITY TREATMENT 250 SOLVE 2000 SW 1ST AVE SUITE 400 PORTLAND OR 97201 PC ENVIRONMENTAL CONSERVATION 250 SUNSHINE DIVISION 687 N THOMPSON PORTLAND OR 97227 PC TO HELP THOSE WITH FOOD INSECURITY AND CLOTHING NEEDS 250 THE CHILDREN'S CENTER 1713 PENN LANE OREGON CITY OR 97045 PC GENERAL SUPPORT 250 THE DOUGY CENTER 3909 SE 52ND AVE PORTLAND OR 97206 PC TO PROVIDE A SAFE PLACE WHERE YOUNG PEOPLE & FAMILIES CAN SHARE EXPERIENCES BEFORE & AFTER A DEATH 250 THE LIBRARY FOUNDATION 620 SW 5TH AVE SUITE 1025 PORTLAND OR 97204 PC FOR A LIFETIME OF LEARNING 250 THE MUSEUM AT WARM SPRINGS PO BOX 909 WARM SPRINGS OR 97761 PC TO AID AND PROTECT REFUGEES, FORCIBLY DISPLACED COMMUNITIES, AND STATELESS PEOPLE 250 THE OCEAN CLEAN UP 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 PC GENERAL SUPPORT 250 TRANSITIONS PROJECTS 665 NW HOYT ST PORTLAND OR 97209 PC TO SUPPORT UNHOUSED NEIGHBORS 250 UNHCR 1310 L ST NW SUITE 450 WASHINGTON DC 20005 PC TO AID AND PROTECT REFUGEES, FORCIBLY DISPLACED COMMUNITIES, AND STATELESS PEOPLE 250 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 PC TO PROVIDE CHILDREN AROUND THE WORLD WITH HEALTH CARE, CLEAN WATER,ETC, IN TIMES OF CRISIS 262 UNION GOSPEL MISSION 3 NW THIRD AVE PORTLAND OR 97209 PC TO PROVIDE MEALS, CARE AND RECOVERY TO HOMELESS AND HURTING NEIGHBORS 250 VISITATION SCHOOL 2455 VISITATION DRIVE MENDOTA HEIGHTS MN 55120 PC TO SUPPORT THE CATHOLIC GRADE SCHOOL AND HIGH SCHOOL 250 WATERORG 40 WORTH ST SUITE 330 NEW YORK NY 10013 PC TO FUND WATER PROJECTS 250 WESTERN RIVERS CONSERVANCY 71 SW OAK ST PORTLAND OR 97204 PC TO SUPPORT RIVERLAND CONSERVATION IN THE WEST 250 WHITE BISON CO 6455 N UNION BLVD SUITE 102 COLORADO SPRINGS CO 80918 PC TO PROVIDE CULTURALLY-BASED HEALING TO THE NEXT SEVEN GENERATIONS OF INDIGENOUS PEOPLE 100 WILD RIVERS LAND TRUST PO BOS 1158 PORT ORFORD OR 97465 PC ENVIRONMENTAL CONSERVATION 250 WILD SALMON CENTER 721 NW 9TH AVE SUITE 300 PORTLAND OR 97209 PC TO CONSERVE WILD SALMON AND STEELHEAD STRONGHOLDS ACROSS THE PACIFIC RIM 250 WOMEN'S REFUGEE COMMISSION 15 WEST 37TH ST 9TH FLOOR NEW YORK NY 10018 PC TO PROTECT THE LIVES AND RIGHTS OF PEOPLE DISPLACED BY CONFLICT AND CRISIS 250 23021 0 14 41 14 35943 14 644 18 132600 0 169228 0 169228 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3247 1624 1624 ADOBE INC 8674 56080 ADOBE INC 4872 29830 ADOBE INC 6239 38779 ALPHABET INC 25640 135293 APPLE INC 5151 42357 APPLE INC 14863 65460 APPLE INC 1214 5776 BOSTON TRUST WALDEN 40000 43704 BOSTON TRUST WALDEN 2395 2545 CALAMOS GROWTH AND INCOME FD CL A 89491 136170 CALVERT 242505 255755 CALVERT INTERNATIONAL 56405 67354 CALVERT INTERNATIONAL 2473 2685 CISCO SYSTEMS INC COM 8749 56107 CISCO SYSTEMS INC COM 540 1263 CISCO SYSTEMS INC COM 8295 17682 CISCO SYSTEMS INC COM 9416 20208 COHEN & STEERS PREFERRED 84923 89087 COLUMBIA SELIGMAN 29854 100315 COSTCO WHOLESALE CRP DEL 437 6601 COSTCO WHOLESALE CRP DEL 2962 33004 COSTCO WHOLESALE CRP DEL 2891 16502 DISNEY (WALT) CO COM STK 16469 29796 DISNEY (WALT) CO COM STK 6503 11286 ISHARES MSCI USA ESG SELECT 44779 47224 JOHNSON AND JOHNSON COM 10487 74452 MICROSOFT CORP 9804 128230 MICROSOFT CORP 2117 18802 MICROSOFT CORP 4997 37604 NVIDIA 14411 180755 ORACLE CORP $0.01 DEL 25424 63258 ORACLE CORP $0.01 DEL 8186 52715 PEPSICO INC 21237 84920 PRAXIS 121791 127073 PROCTOR & GAMBLE CO 18188 86459 PROGRESSIVE CRP OHIO 29070 147334 ROCHE HLDG LTD SPN ADR 20124 50722 STARBUCKS CORP 895 4800 STARBUCKS CORP 4335 21122 STARBUCKS CORP 10833 43205 THERMO FISHER SCIENTIFIC INC 13576 47771 BANK CHARGES 126 126 0 MISCELLANEOUS 720 720 0 OTHER MISCELLANEOUS INCOME 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