2024-11-13T09:06:49-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2023-01-01 930988354 HEATHERINGTON FOUNDATION FOR INNOVATION AND EDUCATION IN HEALTH CARE HEAT 5034712103 2121 SW BROADWAY ST 115 PORTLAND OR 97201 JEFFREY HEATHERINGTON PRESIDENT 5034712103 2024-11-11 1 0 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z X 19344780 X 10500000 346752 346752 309523 10549220 309523 11156275 656275 0 0 0 37415 0 37415 9890 5248 4642 69995 69995 0 49253 0 41150 47294 0 47294 49769 0 49769 263616 75243 180270 13975964 13975964 14239580 75243 14156234 -3083305 581032 4146 348497 348497 1500 1500 1500 56346 48243 48243 8064416 5353969 5353969 7248452 9280215 9280215 4297609 4147492 4297609 4297609 113438 14747 14747 19634290 19344780 19344780 1225 17407 65000 1020000 54551 9946 120776 1047353 X 19513514 18297427 19513514 18297427 19634290 19344780 19513514 -3083305 1867218 18297427 0 18297427 PUBLICLY TRADED INVESTMENTS P 10549220 10239697 309523 309523 309523 8076 0 8076 0 8076 56046 0 0 0 56046 0 47970 47970 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A JEFFREY HEATHERINGTON 5037343147 2121 SW BROADWAY ST PORTLAND OR 97201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 JEFFREY HEATHERINGTON 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 EX-OFFICIO 1.00 0 0 0 BOB CARUS 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 BOARD CHAIR 1.00 0 0 0 ROB RICHARDSON DO 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 VICE CHAIR 1.00 0 0 0 ERIK SZETO DO 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 TREASURER 1.00 0 0 0 KAREN CARNAHAN 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 SECRETARY 1.00 0 0 0 PAULA CRONE DO 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 DIRECTOR 1.00 0 0 0 CHARLES KALUZA DO 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 DIRECTOR 1.00 0 0 0 JEFF PAWLOWSKI 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 DIRECTOR 1.00 0 0 0 SARAH WOLFF DO 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 14773736 139936 0 14913672 0 0 14913672 223705 14689967 734498 734498 8076 8076 726422 0 726422 0 726422 14156234 0 14156234 726422 0 0 1824342 3882 12504361 4396391 18728976 14156234 0 0 0 726422 13429812 0 0 32158788 0 0 0 0 0 0 0 32158788 1824342 3882 12504361 4396391 13429812 JEFFREY HEATHERINGTON 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 5034712103 N/A REQUEST TO BE SUBMITTED ON FOUNDATION APPLICATION FORM, TOGETHER WITH 501(C) (3) DETERMINATION LETTER, CURRENT FINANCIAL STATEMENT, PROJECTED BUDGET AND LIST OF OFFICERS AND DIRECTORS. N/A N/A AMERICAN OSTEOPATHIC FOUNDATION 141 EAST ONTARIO STREET CHICAGO IL 60611 PC OPERATIONAL SUPPORT 55000 BOYS & GIRLS CLUBS OF GREATER SANTIAM 305 S 5TH STREET LEBANNON OR 97355 PC OPERATIONAL SUPPORT 250000 CASCADIA BEHAVIORAL HEALTHCARE PO BOX 8459 PORTLAND OR 97207 PC OPERATIONAL SUPPORT 100000 MAURICE LUCAS FOUNDATION PO BOX 1661 LAKE OSWEGO OR 97035 PC OPERATIONAL SUPPORT 160000 OREGON HEALTH FORUM 813 SW ALDER ST PORTLAND OR 97205 PC OPERATIONAL SUPPORT 75000 OSTEOPATHIC PHYSICIANS & SURGEONS OF OREGON 2121 SW BROADWAY PORTLAND OR 97201 PC OPERATIONAL SUPPORT 100000 OUTSIDE IN 1132 SW 13TH AVENUE PORTLAND OR 97205 PC INTEGRATED HEALTH DELIVERY 75000 THE FOUNDATION FOR MEDICAL EXCELLENCE 11740 SW 68TH PARKWAY PORTLAND OR 97223 PC OPERATIONAL SUPPORT 15000 THE LUND REPORT PO BOX 82841 PORTLAND OR 97282 PC OPERATIONAL SUPPORT 425000 THE OREGON SYMPHONY 909 SW WASHINGTON PORTLAND OR 97205 PC OPERATIONAL SUPPORT 100000 WESTERNU DREAM PROJECT 2665 S SANTIAM HWY LEBANNON OR 97355 PC OPERATIONAL SUPPORT 15000 WESTERNU MEDICAL ANATOMY CENTER 200 MULLINS DRIVE LEBANNON OR 97355 PC OPERATIONAL SUPPORT 125000 WESTERN UNIVERSITY OF HEALTH SCIENCES 200 MULLINS DRIVE LEBANNON OR 97355 PC WESTERN UNIVERSITY SUPPORT OF FT, ON-SITE MENTAL HEALTH PROFESSIONAL FOR STUDENTS 500000 WESTERN UNIVERSITY OF HEALTH SCIENCES 200 MULLINS DRIVE LEBANNON OR 97355 PC OPERATIONAL SUPPORT 10500000 LEBANON HOSPITAL SWEET HOME CLINIC 1289 49TH AVE SUITE 102 SWEET HOME OR 97386 PC OPERATIONAL SUPPORT 100000 LEBANON SCHOOLS CLINIC 525 N SANTIAM HWY LEBANON OR 97355 PC OPERATIONAL SUPPORT 150000 MUSLIM EDUCATIONAL TRUST 10330 SW SCHOLLS FERRY RD TIGARD OR 97223 PC OPERATIONAL SUPPORT 480000 VOLUNTEERS OF AMERICA OR 3910 SE STARK ST PORTLAND OR 97214 PC OPERATIONAL SUPPORT 75000 NATIVE AMERICAN YOUTH ASSOCIATION 5135 NE COLUMBIA BLVD PORTLAND OR 97218 PC OPERATIONAL SUPPORT 300000 LATINO NETWORK 410 NE 18TH AVE PORTLAND OR 97232 PC OPERATIONAL SUPPORT 100000 FURNITURE SHARE 4450 MARION ST SE SUITE C ALBANY OR 97322 PC GALA SUPPORT 15000 PROJECT ACCESS NOW 650 NE HOLLADAY ST 1700 PORTLAND OR 97232 PC OPERATIONAL SUPPORT 10000 SERENDIPTY CENTER 14815 SE DIVISION ST PORTLAND OR 97236 PC OPERATIONAL SUPPORT 225964 SPRAGUE HIGH SCHOOL 2373 KUEBLER BLVD KUEBLER BLVD OR 97302 PC OPERATIONAL SUPPORT 25000 13975964 0 14 346752 18 309523 0 656275 0 656275 0 0 0 0 0 0 0 0 0 1 FAMILYCARE INC 501(C)(4) 75% OF THE FOUNDATION'S BOARD MEMBERS ARE ALSO BOARD MEMBERS OR OFFICERS OF FAMILYCARE, INC. THE TWO ORGANIZATIONS SHARE A HISTORIC AND CONTINUING RELATIONSHIP. X X 1 FAMILYCARE INC 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 10500000 X ACCOUNTING 9890 5248 4642 OSTEOPATHY PHYSICIANS & SURGEONS OF OREGON 2121 SW BROADWAY SUITE 115 PORTLAND OR 97205 2022-01-12 100000 SUPPORT EDUCATION & RESEARCH TO ENSURE HIGHEST QUALITY, COMPRESHENSIVE HEALTH & PATIENT CARE N/A ABBVIE INC COM 10538 10538 ACCENTURE PLC IRELAND CL A 34203 34203 ADOBE INC 17301 17301 AIRBNB INC CL A 54047 54047 AIRBUS SE UNSPONSORED ADR 41806 41806 ALCON INC 8515 8515 ALLEGION PUB LTD CO 25971 25971 ALPHABET INC CL A 233701 233701 ALPHABET INC CL C 147554 147554 AMAZON COM INC 447920 447920 AMERICAN TOWER CORP 15376 15376 ANALOG DEVICES INC 84587 84587 ANHEUSER BUSCH INBEV SA SPON 105654 105654 ANSYS INC 37014 37014 APPLE INC 363690 363690 APTIV PLC 5700 5700 ASML HOLDING NV NY REG NEW 60216 60216 ASPEN TECHNOLOGY INC 31261 31261 ATLASSIAN CORPORATION CL A 37820 37820 AUTODESK INC DELAWARE 19235 19235 AVERY DENNISON CORPORATION 26887 26887 BENTLEY SYS INC COM CL B 46284 46284 BERKLEY W R CORP 72347 72347 BERKSHIRE HATHAWAY CL-B NEW 58849 58849 BIOGEN INC COM 10092 10092 BIS WHSL CLUB 21465 21465 BOOKING HOLDINGS INC 74492 74492 BOOZ ALLEN HAMILTON HLDG CL-A 29036 29036 BOSTON SCIENTIFIC CORP 25783 25783 BRIGHT HORIZONS FAMILY SOLUT 22335 22335 BROADCOM INC 152410 152410 BROWN AND BROWN INC 19840 19840 BROOKFIELD CORP CL A 49348 49348 BRUKER CORPORATION 24836 24836 CARRIER GLOBAL CORPORATION 8732 8732 CHAMPIONX CORPORATION 26289 26289 CHARLES RIVER LABS INTL INC 61215 61215 CHEMED CORPORATION 24180 24180 CHENIERE ENERGY INC 95768 95768 CHIPOTLE MEXICAN GRILL INC COM 55646 55646 CHOICE HOTELS INTL INC NEW 20394 20394 CHURCH & DWIGHT CO INC 23356 23356 CINTAS CORP 8713 8713 CLARIVATE PLC 35253 35253 COMCAST CORP (NEW) CLASS A 14207 14207 COPART INC 29008 29008 COSTCO WHOLESALE CORP NEW 28323 28323 CRANE COMPANY 37450 37450 CROWDSTRIKE HLDGS INC CL A 23191 23191 CROWN CASTLE INC 95377 95377 DANAHER CORPORATION 43955 43955 DARDEN RESTAURANTS 28424 28424 DECKER OUTDOOR CORPORATION 31248 31248 DEXCOM INC 30154 30154 DIAGEO PLC SPON ADR NEW 40291 40291 DIODES INC 24720 24720 DOCUSIGN INC 4997 4997 DOLBY CLA A COM STK 33276 33276 DOXIMITY INC CL A 4094 4094 DUN & BRADSTREET HLDGS INC 35404 35404 EATON CORP PLC SHS 14690 14690 EBAY INC 35114 35114 ELI LILLY AND CO 43932 43932 ELEVANCE HEALTH INC 44606 44606 EMCOR GROUP INC 33392 33392 ENTEGRIS INC 28757 28757 EQUIFAX INC 12081 12081 EQUINIX INC 33384 33384 ESTEE LAUDER CO INC CL A 12854 12854 ETSY INC COM 4445 4445 EXPONENT INC 23595 23595 FABRINET 23220 23220 FACTSET RESEARCH SYSTEMS 30193 30193 FAIR ISAAC & CO INC 25496 25496 FASTENAL CO 46570 46570 FREEPORT-MCMORAN CL-B 8429 8429 GENL DYNAMICS CORP 34276 34276 GILEAD SCIENCE 53952 53952 GOLDMAN SACHS GRP INC 67896 67896 GUARDANT HEALTH INC 2462 2462 HILTON WORLDWIDE HLDGS INC 28042 28042 HOLOGIC INC 21864 21864 HUBSPOT, INC. 15094 15094 IDEXX LABS 29295 29295 ILL TOOL WORKS INC 57365 57365 INSULET CORP 5702 5702 INTERACTIVE BROKERS GROUP CL A 23627 23627 INTUIT INC 69034 69034 INTUITIVE SURGICAL INC 70509 70509 IONIS PHARMACEUTICALS INC 4553 4553 JACK HENRY & ASSOC INC 28924 28924 JOHNSON CTLS INTL PLC 9222 9222 KEYSIGHT TECHNOLOGIES INC 56000 56000 KKR & CO INC CL A 145651 145651 KLA CORPORATION 64524 64524 L3HARRIS TECHNOLOGIES INC 9322 9322 LAM RESEARCH CORPORATION 46500 46500 LCI INDS 8674 8674 LENNAR CORPORATION 125343 125343 LENNOX INTL INC 38930 38930 LIBERTY BROADBAND CORP S-C 65340 65340 LIBERTY MEDIA C SER C SIRIUSXM 3285 3285 LINDE PLC 34374 34374 LOCKHEED MARTIN CORP 48497 48497 LOWES COMPANIES INC 49406 49406 LPL FINL HLDGS INC COM 32550 32550 LULULEMON ATHLETICA INC 28858 28858 LYONDELLBASELL NV CL-A 21583 21583 MARKEL CORP (HOLDING CO) 53956 53956 MARSH & MCLENNAN COS INC 10800 10800 MARTIN MARIETTA MATERIALS 26127 26127 MASCO CORP 53584 53584 MASTERCARD INC CL A 58858 58858 MATERCARD INC CL A 55873 55873 MATCH GROUP INC 3164 3164 MC DONALDS CORP 31727 31727 META PLATFORMS INC CL A 131788 131788 METTLER TOLEDO INTL 29111 29111 MICROSOFT CORP 456889 456889 MODERNA INC 21780 21780 MONOLITHIC PWR SYSTEMS INC 35945 35945 MONSTER BEVERAGE CORP NEW COM 9736 9736 MOODYS CORP 29292 29292 MORGAN STANLEY 98565 98565 MSCI INC COM 30362 30362 NASDAQ INC 54186 54186 NETFLIX INC 70564 70564 NIKE INC B 11943 11943 NORDSON CP 38832 38832 NVENT ELECTRIC PLC 29368 29368 NVIDIA CORPORATION 149630 149630 NXP SEMICONDUCTORS NV 51448 51448 ORACLE CORP 70743 70743 O'REILLY AUTOMOTIVE INC 32168 32168 OTIS WORLDWIDE CORP 7247 7247 PALO ALTO NETWORKS INC 16205 16205 PARKER HANNIFIN CORP 37814 37814 PAYCOM SOFTWARE INC 24186 24186 PAYPAL HLDGS INC COM 8720 8720 PEPSICO INC NC 51122 51122 PERFICIENT INC 22708 22708 PINTEREST INC CL 6741 6741 POLARIS INC 27862 27862 POOL CORP 70568 70568 QUALYS INC COM 40826 40826 RAYMOND JAMES FINCL INC 23415 23415 RESMED INC 23567 23567 RTX CORPORATION 17333 17333 ROLLINS INC 29215 29215 S&P GLOBAL INC COM 60723 60723 SAIA INC 63955 63955 SALESFORCE INC 131571 131571 SCHLUMBERGER LTD 24042 24042 SEAGATE TECHNOLOGY HLDNGS PLC 6214 6214 SERVICENOW INC 72833 72833 SHERWIN WILLIAMS COMPANY OHIO 9669 9669 SITEONE LANDSCAPE SUPPLY INC 26813 26813 SNOWFLAKE INC CL A 39800 39800 SPLUNK INC 6974 6974 SPS COMMERCE INC COM 33534 33534 STARBUCKS CORP WASHINGTON 65832 65832 STATE STREET CORP 15105 15105 STERIS PLC 32098 32098 STRYKER CORP 57197 57197 SUN COMMUNITIES INC 21651 21651 SYSCO CORP 26619 26619 SYNOPSYS INC 32577 32577 TAIWAN SMCNDCTR MFG CO LTD ADR 26312 26312 TAKE TWO INTERACTIVE SOFTWARE 26557 26557 TARGET 8018 8018 TE CONNECTIVITY LTD NEW 16720 16720 TELEDYNE TECH INC 57125 57125 THE COOPER COMPANIES 67362 67362 TERADYNE INC 31579 31579 TESLA INC 36049 36049 TEXAS INSTRUMENTS 45513 45513 THE SCOTTS MIRACLE-GRO COMPANY 18488 18488 THERMO FISHER SCIENTIFIC 110011 110011 THOR INDUSTRIES INC 26015 26015 TJX COS INC NEW 72912 72912 TKO GROUP HOLDINGS 2702 2702 UBER TECHNOLOGIES INC 39466 39466 ULTA BEAUTY INC 30869 30869 UNION PACIFIC CORP 88623 88623 UNITED PARCEL SER INC CL-B 6872 6872 UNITED RENTALS INC 19954 19954 UNITEDHEALTH GP INC 83039 83039 VALVOLINE INC COM 22323 22323 VERALTO CORP 5182 5182 VERTEX PHARMACEUTICALS 68071 68071 VISA INC CL A 101016 101016 W W GRAINGER INC 14058 14058 WALMART INC 84816 84816 WALT DISNEY CO HLDG CO 40811 40811 WARNER BROS DISCOVERY INC SER 32831 32831 WATTS WTR TECH INC A 29584 29584 WATSCO INC 33329 33329 WELLS FARGO & CO NEW 18310 18310 WEST PHARMACEUTICAL SVCS INC 24296 24296 WILLSCOT MOBILE MINI HOLDINGS 21494 21494 WOLFSPEED INC 3736 3736 WORKDAY INC CL A 120086 120086 ZEBRA TECH CL-A 27606 27606 ZOETIS INC CLASS-A 10234 10234 ZURN ELKAY WATERS SOLNS 25881 25881 5353969 5353969 0 0 LEGAL 37415 0 37415 ACCRUED DIVIDENDS AND INTEREST 54671 0 0 DEPOSITS 4979 4979 4979 RIGHT-OF-USE ASSET 53788 9768 9768 OFFICE EXPENSE 6967 0 6967 OTHER ADMINISTRATION EXPENSE 29255 0 29255 INSURANCE 13497 0 13497 BANK FEES 50 0 50 UNREALIZED LOSS ON INVESTMENTS 1867218 LEASE LIABILITY 54551 9946 INVESTMENT MANAGEMENT 69995 69995 0 STATE FILING FEES 2401 0 2401 PROPERTY TAXES 38749 0 38749 FEDERAL EXCISE TAXES 8103 0 0