2024-11-15T16:39:05-06:00 2023-12-31 464335316 WESLEY B HANSEN CPA PC 12909 SW 68TH PARKWAY SUITE 150 PORTLAND OR 97223 990PF 2023-01-01 936036295 HALTON FOUNDATION HALT 5037800453 4850 SW SCHOLLS FERRY RD 110 PORTLAND OR 97225 KATHRYN REBAGLIATI TRUSTEE 5033290097 2024-11-15 1 0 WESLEY B HANSEN P00226581 5036754364 2023 2024-10-15 13:58:12Z X 1533747 X 5400 88 88 36159 36159 191003 605047 191003 188 188 232838 227438 0 0 0 5400 5400 5400 436 436 436 536 536 536 6372 6372 6372 913200 913200 919572 6372 919572 -686734 221066 31565 40798 40798 264769 15710 15710 443032 328987 1473485 300000 0 0 36617 3754 3754 1075983 389249 1533747 0 0 X 1075983 389249 1075983 389249 1075983 389249 1075983 -686734 0 389249 0 389249 722 SHS INVESCO S&P 500 EQUAL WEIGHT ETF 2004-06-21 2023-04-27 101820 25585 76235 76235 66 SHRS ISHARES MSCI EAFE ETF 2008-02-28 2023-04-27 4720 4976 -256 -256 230 SHRS APPLE, INC 2016-05-17 2023-04-27 37460 5459 32001 32001 250 SHRS PLANET FITNESS, INC CL A 2018-01-31 2023-04-27 19710 8590 11120 11120 150 SHRS CHEVRON 2010-10-29 2023-04-27 24536 12669 11867 11867 250 SHRS VALERO ENERGY CP 2005-12-20 2023-04-27 28290 11971 16319 16319 300,000 FIDELITY FNDS TREAS 2022-08-02 2023-05-02 300000 300007 -7 -7 500 SHRS CISCO SYSTEMS, INC 2001-03-15 2023-05-10 22889 10754 12135 12135 900 SHRS COMCAST CORP 2004-02-10 2023-05-10 35156 10430 24726 24726 85 SHRS CORTEVA, INC 2005-04-27 2023-05-10 4714 1549 3165 3165 85 SHRS DOW, INC 2005-04-27 2023-05-10 4377 3026 1351 1351 50 SHRS FEDEX CORP 2005-08-23 2023-05-10 11090 4219 6871 6871 350 SHRS INTEL CORP 2000-10-05 2023-05-10 10285 14809 -4524 -4524 191003 3073 0 3073 0 3073 3754 0 0 0 3754 0 681 681 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 0 N/A SUSAN HALTON 5037800453 4850 SW SCHOLLS FERRY RD SUITE 110 PORTLAND OR 97225 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MS KATHRYN REBAGLIATI 4850 SW SCHOLLS FERRY RD PORTLAND OR 97225 TRUSTEE 1.00 0 0 0 MS SUSAN HALTON 4850 SW SCHOLLS FERRY RD PORTLAND OR 97225 MANAGER 5.00 0 0 0 NONE 0 NONE 0 0 1315074 305852 0 1620926 0 0 1620926 24314 1596612 79831 79831 3073 3073 76758 0 76758 0 76758 919572 0 919572 76758 0 0 1203 1203 919572 0 0 0 76758 842814 0 0 844017 0 0 0 0 0 0 0 844017 1203 842814 X SUSAN HALTON 4850 SW SCHOLLS FERRY RD SUITE 110 PORTLAND OR 97225 5037800453 DESCRIPTION OF PROPOSED ACADEMIC PROGRAM AND REASONS FOR SELECTING THE PROGRAM AND SCHOOL CHOSEN - STATEMENT OF EXTRA CURRICULAR ACTIVITIES, INCLUDING ANY RELATED AWARDS, HONORS OR SPECIAL RECOGNITION RECEIVED - STATEMENT EXPLAINING FINANCIAL NEED, AMOUNT OF SUPPORT APPLICANT CAN FURNISH TO SELF AND EFFORTS MADE TO DO SO, WHAT OTHER APPLICATIONS FOR FINANCIAL AID HAVE BEEN MADE, AMOUNT OF SUPPORT TO BE PROVIDED BY PARENTS, AND A FINANCIAL STATEMENT FROM PARENTS - RESULTS OF ANY STANDARDIZED APTITUDE OR ACHIEVEMENT TESTS TAKEN - CURRENT OR MOST RECENT TRANSCRIPT OF ACADEMIC WORK - OPTIONAL MAXIMUM OF 3 REFERENCES FROM TEACHERS, EMPLOYERS OR OTHER ADULTS FEBRUARY 1, ANNUALLY APPLICANT MUST BE CHILD OF CURRENT EMPLOYEE OF HALTON CO OR RELATED COMPANIES AT THE TIME THE APPLICATION IS MADE AND THE INITIAL SCHOLARSHIP IS GRANTED, WHO HAS BEEN SO EMPLOYED FOR AT LEAST 6 MONTHS WHEN THE APPLICATION IS SUBMITTED. APPLICANT MAY NOT BE RELATED TO ANYONE HOLDING 5% OR MORE CORPORATE STOCK. APPLICANT MUST BE UNDER 28 YEARS OF AGE AND MUST BE A FULL TIME STUDENT DURING THE PERIOD COVERED BY THE SCHOLARSHIP. JESUIT HIGH SCHOOL 9000 SW BEAVERTON-HILLSDALE HIGHWAY PORTLAND OR 97225 NONE 501(C)(3) DONATION 913200 913200 0 14 88 14 36159 01 188 18 191003 0 227438 0 227438 0 0 0 0 0 0 0 0 0 0 X X 1 HALTON DIVERSIFIED LLC 4850 SW SCHOLLS FERRY RD STE 110 PORTLAND OR 97225 5400 X ACCOUNTING 5400 5400 5400 CORPORATE STOCK 328987 1473485 FEDERAL WITHHOLDING 36617 3754 3754 BANK & INVESTMENT FEES 536 536 536 OTHER INCOME 188 188 188 OREGON DEPT OF JUSTICE 436 436 436