2024-05-07T12:49:19-05:00 2023-12-31 931042710 GEFFEN MESHER & COMPANY PC 888 SW 5TH AVE 800 PORTLAND OR 97204 990PF 2023-01-01 931236468 LAMB BALDWIN FOUNDATION LAMB 5032245560 678 8TH STREET LAKE OSWEGO OR 97034 JOAN LAMB BALDWIN TRUSTEE/PRESIDENT 5032245560 2024-05-01 1 JOAN LAMB BALDWIN 999009999 1 BILLY M MORGAN JR P00056990 5032210141 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3376040 X X 85589 85589 132192 198359 132192 217781 217781 0 0 0 5730 2865 2865 6600 3300 3300 4974 4974 0 2781 2076 0 20085 13215 6165 156100 156100 176185 13215 162265 41596 204566 -305 17174 17174 1144613 1166482 2586331 821684 823932 772535 1965992 2007588 3376040 0 0 X 1965992 2007588 0 0 0 0 1965992 2007588 1965992 2007588 1965992 41596 0 2007588 0 2007588 325.844 SH VNGRD TTL BD MKT ADML P 2023-06-06 3125 3168 -43 -43 597.174 SH VNGRD INT TM INV GD ADML P 2023-12-31 4967 5132 -63 -63 72.103 SH VNGRD S/TRM INVT GR ADML P 2023-12-31 715 722 -5 -5 716.909 SH VNGRD TTL BD MKT ADML P 2023-06-06 6875 8108 -1130 -1130 815.890 SH VNGRD S/TRM INVT GR ADML P 2023-03-09 8094 8832 -717 -717 51.976 SH VNGRD TTL STK MKT P 2023-12-15 12228 9721 2507 2507 RD TTL STK MKT P 2009-05-08 2023-12-15 154812 30712 124100 124100 CAPITAL GAINS DIVIDENDS P 7543 7543 7543 132192 2843 0 2843 0 2843 1560 0 0 0 1560 0 1283 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A JOAN LAMB BALDWIN 5032245560 678 8TH STREET LAKE OSWEGO OR 97034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN LAMB BALDWIN 678 8TH STREET LAKE OSWEGO OR 97034 TTEE & PRESIDENT 5.00 0 0 0 BENJAMIN BALDWIN 1330 SW HESSLER DRIVE PORTLAND OR 97239 TTEE & TREASURER 1.00 0 0 0 STEVEN SCHELL 7335 SW CANYON RD PORTLAND OR 97225 TRUSTEE 1.00 0 0 0 SERA BALDWIN KIMURA 3104 NE DUNCKLEY STREET PORTLAND OR 97213 TTEE & SECRETARY 1.00 0 0 0 CHI BALDWIN 1330 SW HESSLER DRIVE PORTLAND OR 97239 TRUSTEE 1.00 0 0 0 BRIAN KIMURA 3104 NE DUNCKLEY STREET PORTLAND OR 97213 TRUSTEE 1.00 0 0 0 BRITTA WARREN 805 SW BROADWAY SUITE 1900 PORTLAND OR 97205 ASSISTANT SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3239469 6130 0 3245599 0 0 3245599 48684 3196915 159846 159846 2843 2843 157003 0 157003 0 157003 162265 0 162265 157003 0 0 22453 22453 162265 0 0 0 157003 5262 0 0 27715 0 0 0 0 0 0 0 27715 22453 5262 LAMB BALDWIN FOUNDATION CO BRITTA E 805 SW BROADWAY SUITE 1900 PORTLAND OR 97205 5032245560 LETTER NONE NONE AMERICAN ACADEMY IN ROME 7 EAST 60TH ST NEW YORK NY 10022 PUBLIC OPERATIONS SUPPORT FOR FAMILIES PROGRAM 20000 ANTFARM 39140 PROCTOR BLVD SANDY OR 97055 PUBLIC INDOOR AND OUTDOOR LEARNING PROGRAMS 3000 CARES NORTHWEST 2800 N VANCOUVER AVE 201 PORTLAND OR 97227 PUBLIC CHILD ABUSE PREVENTION EDUCATION PROGRAM 2500 COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH ST PORTLAND OR 97218 PUBLIC GENERAL SUPPORT 10000 CONFLUENCE 1109 E 5TH ST VANCOUVER WA 98661 PUBLIC SUPPORT FOR VOICES FROM THE RIVER PROGRAM 2500 CRAG LAW CENTER 3141 E BURNSIDE ST PORTLAND OR 97214 PUBLIC SUPPORT FOR LEGAL REPRESENTATION IN OR COAST ENVIRONMENTAL LAW ISSUES 5000 DRESS FOR SUCCESS OREGON 1532 B NE 37TH AVE PORLTAND OR 97232 PUBLIC GENERAL FUND SERVICES 2100 FOUR RIVERS CULTURAL CENTER 676 SW 5TH AVE ONTARIO OR 97914 PUBLIC PROVIDE FUNDING FOR NEW SOUND SYSTEM AND GENERAL PROGRAMS 5000 FRIENDS OF PIR PO BOX 55626 PORTLAND OR 97238 PUBLIC FUNDING FOR THE FOPIR PAVILION 5000 JAPANESE AMERICAN MUSEUM OF OREGON 411 NW FLANDERS ST STE 100 PORTLAND OR 97209 PUBLIC COSTS RELATED TO PROJECTS AND EXHIBITS 15000 METROPOLITAN YOUTH SYMPHONY 4800 SW MACADAM AVE STE 105 PORTLAND OR 97239 PUBLIC MUSIC ACCESS AND COACHING PROGRAMS PROGRAM 1000 OREGON RAIL HERITAGE FOUNDATION 2250 SE WATER AVE PORTLAND OR 97214 PUBLIC TURNTABLE PROJECT FUNDING 5000 OREGON SHAKESPEARE FESTIVAL 15 PIONEER ST ASHLAND OR 97520 PUBLIC SCHOOL VISIT PARTNERSHIPS PROGRAM 7500 OREGON SHORES CONSERVATION COALITION PO BOX 5626 COOS BAY OR 97420 PUBLIC COAST WATCH VOLUNTEER PROGRAM 7000 PAM-CENTER FOR UNTOLD TOMORROW 1219 SW PARK AVE PORTLAND OR 97205 PUBLIC NW FILM CENTER PROGRAMS 1000 PICKLEBERRY PIE HOSPITAL CONCERTS FOR KIDS 7426 BARCLAY RD CHELTENHAM PA 19012 PUBLIC HOSPITAL PROJECT FOR HOSPITALIZED AND DISABLED CHILDREN 2000 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 PUBLIC UNDERWRITING FREE ADMISSION AND FAMILY ACTIVITIES AT THE MUSEUM 15000 PORTLAND STATE UNIVERSITY FOUNDATION PO BOX 243 PORTLAND OR 97207 PUBLIC GENERAL SUPPORT 5000 PORTLAND YOUTH PHILHARMONIC 9320 SW BARBUR BLVD SUITE 140 PORTLAND OR 97219 PUBLIC GENERAL FUND SERVICES 2500 RIDE CONNECTION 9955 NE GLISAN ST PORTLAND OR 97220 PUBLIC SUPPORT MOBILITY MANAGEMENT SERVICES PROJECT 5000 SWARTHMORE COLLEGE 500 COLLEGE AVE SWARTHMORE PA 19081 PUBLIC SUPPORT FOR WALTER LAMB ENDOWED SCHOLARSHIP FUND 10000 TRANSITION PROJECTS 665 NW HOYT STREET PORTLAND OR 97209 PUBLIC SUPPORT ONGOING PROGRAMS AND SERVICES 2500 TUCKER MAXON SCHOOL 2860 SE HOLGATE BLVD PORTLAND OR 97202 PUBLIC EARLY INTERVENTION SERVICES FOR DEAF INFANTS AND TODDLERS 5000 VINTAGE TROLLEY INC 421 SW 6TH AVE STE 750 PORTLAND OR 97204 PUBLIC TROLLEY CONVERSION TO ELECTRIC BATTERY 2500 WILLAMETTE UNIVERSITY 511 NW BROADWAY PORTLAND OR 97209 PUBLIC FUNDING OF STUDENT SCHOLARSHIPS TO PACIFIC NORTHWEST COLLEGE OF ART 15000 156100 0 14 85589 18 132192 0 217781 0 217781 0 0 0 0 0 0 0 0 0 0 GEFFEN, MESHER & CO., PC 6600 3300 3300 VANGUARD INTERMEDIATE-TERM INV GRADE FUND ADMIRAL 198821 174370 VANGUARD SHORT-TERM INVESTMENT GRADE FD ADMIRAL 113433 109028 VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL 278362 262080 VANGUARD TOTAL INTERNATIONAL BOND IDX FD ADMIRAL 233316 227057 VANGUARD EXPLORER ADMIRAL 46659 72582 VANGUARD STRATEGIC EQUITY FUND 53353 90055 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 675884 950651 VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL 239634 1146130 VANGUARD US GROWTH FUND ADMIRAL 66633 173106 VANGUARD WINDSOR II FUND ADMIRAL 84319 153807 BLACK HELTERLINE LLP 5730 2865 2865 VANGUARD NATIONAL TRUST CO INVESTMENT MGMT 4974 4974 0 FEDERAL EXCISE TAX 358 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 2076 2076 0 OREGON CHARITABLE FOUNDATION TAX 347 0 0