2025-08-27T11:20:57-05:00 2024-12-31 931042710 GEFFEN MESHER & COMPANY PC 888 SW 5TH AVENUE SUITE 800 PORTLAND OR 97204 990PF 2024-01-01 930818169 SCHLESINGER FAMILY FOUNDATION SCHL 5032234128 610 SW ALDER STREET SUITE 1221 PORTLAND OR 97205 MARK SCHLESINGER PRESIDENT 5032234128 2025-08-26 1 0 TROY M BANKER P01237003 5032210141 2024 2025-03-06 01:10:19Z X 4694549 X 40500 201619 201619 106362 820381 106362 5542 5542 354023 313523 0 0 0 195 98 97 17800 8900 8900 2509 1118 0 1767 0 1767 10994 0 10994 33265 10116 21758 210000 210000 243265 10116 231758 110758 303407 1127846 1616056 1616056 846632 606914 611200 1532930 1280894 1325849 1078651 1193785 1141444 4586059 4697649 4694549 0 0 X 4586059 4697649 4586059 4697649 4586059 4697649 4586059 110758 832 4697649 0 4697649 JP MORGAN #7502 2024-12-31 311347 249292 62055 62055 JP MORGAN #7502 2024-12-31 188807 162195 26612 26612 JP MORGAN #7502 2024-12-31 292373 278174 14199 14199 49 SHARES OF UNITED HEALTH GROUP INC 2024-12-10 27735 24358 3377 3377 CAPITAL GAINS DIVIDENDS P 119 119 119 106362 4217 0 4217 0 4217 1390 0 8000 0 9390 12 5161 5161 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.SCHLESINGERFOUNDATION.COM MARK SCHLESINGER 5032234128 610 SW ALDER STREET SUITE 1221 PORTLAND OR 97205 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK R SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 PRESIDENT & BOARD MEMBER 1.00 0 0 0 PAUL R SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 VICE PRESIDENT & BOARD MEMBER 1.00 0 0 0 CALEB SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 SECRETARY & BOARD MEMBER 1.00 0 0 0 BRAND SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 TREASURER & BOARD MEMBER 1.00 0 0 0 AMY SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 BOARD MEMBER 1.00 0 0 0 HAZEL SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 BOARD MEMBER 1.00 0 0 0 N JOSH SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 BOARD MEMBER 2.00 0 0 0 MAX SCHLESINGER 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 BOARD MEMBER 1.00 0 0 0 DAVID STERNS 610 SW ALDER ST SUITE 1221 PORTLAND OR 97205 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 3100772 1589718 0 4690490 0 0 4690490 70357 4620133 231007 231007 4217 4217 226790 0 226790 0 226790 231758 0 231758 226790 0 0 3394 3394 231758 0 0 0 226790 4968 0 0 8362 0 0 0 0 0 0 0 8362 3394 4968 MARK SCHLESINGER 610 SW ALDER STREET SUITE 1221 PORTLAND OR 97205 5032234129 LETTER DESCRIBING ORGANIZATION AND INTENDED USE OF FUNDS. N/A N/A OREGON HUMANITIES 610 SW ALDER ST 1111 PORTLAND OR 97205 N/A PC PUBLIC PROGRAM GRANT 10000 COLLEGE POSSIBLE OREGON 532 SE GRAND AVE PORTLAND OR 97214 N/A PC COLLEGE SUCCESS PROGRAM FOR MENTORSHIPS 2500 FRESHWATER TRUST PO BOX 9205 SUITE 700 PORTLAND OR 97205 N/A PC GENERAL OPERATING SUPPORT 12500 HELPING HANDS RE-ENTRY OUTREACH CENTERS PO BOX 413 SEASIDE OR 97138 N/A PC BYBEE LAKES HOPE CENTER 10000 MONTESSORI NORTHWEST 610 SW ALDER ST 721 PORTLAND OR 97205 N/A PC SCHOLARSHIP PROGRAM FOR MINORITY MONTESSORI NW STUDENTS 10000 NORTH COAST LAND CONSERVANCY INC PO BOX 67 SEASIDE OR 97138 N/A PC GENERAL OPERATING SUPPORT 12500 OHSU FOUNDATION PO BOX 29017 PORTLAND OR 97296 N/A PC GLOBAL PROGRAM SCHOLARSHIP 25000 OREGON PARKS FOREVER 1501 SW JEFFERSON ST PORTLAND OR 97201 N/A PC ENDOWMENT FUND 10000 OREGON ZOO FOUNDATION 4001 SW CANYON ROAD PORTLAND OR 97221 N/A PC CONSERVATION EDUCATION PROGRAM 25000 PITZER COLLEGE 1050 N MILLS AVE CLAREMONT CA 91711 N/A PC ENDOWED SCHOLARSHIP 30000 READING RESULTS 3115 NE SANDY BLVD 229 PORTLAND OR 97232 N/A PC EDUCATIONAL PROGRAMS 2500 USC VITERBI SCHOOL OF ENGINEERING 1150 SOUTH OLIVE ST SUITE 2500 LOS ANGELES CA 90015 N/A PC ENDOWED SCHOLARSHIP 40000 CHARITABLE PARTNERSHIP FUND PO BOX 13276 PORTLAND OR 97213 N/A PC CITY OF POSSIBILITY GRANT 2500 TURTLE SHELTER PROJECT PO BOX 382 KAYSVILLE UT 84037 N/A PC HOMELESS SERVICES 1000 NW ASSOCIATION FOR BLIND ATHLETES 703 BROADWAY SUITE 600 VANCOUVER WA 98660 N/A PC PROGRAM SERVICES 5000 COMMUNITY SERVICE NETWORK 4950 NE MLK BLVD PORTLAND OR 97211 N/A PC GENERAL OPERATING SUPPORT 2500 JAMES BEARD PUBLIC MARKET PO BOX 96313 PORTLAND OR 97296 N/A PC GENERAL OPERATING SUPPORT 9000 210000 0 14 201619 18 5542 18 106362 0 313523 0 313523 0 0 0 0 0 0 0 0 0 0 X X 1 BARRY D SCHLESINGER 13250 FIELDINGS RD LAKE OSWEGO OR 97034 10000 X 2 MARK R SCHLESINGER 610 SW ALDER STREET SUITE 1221 PORTLAND OR 97205 5000 X 3 N JOSH SCHLESINGER 610 SW ALDER STREET SUITE 1221 PORTLAND OR 97205 10000 X ACCOUNTING FEES 17800 8900 8900 CORPORATE BONDS 1193785 1141444 CORPORATE STOCK 1280894 1325849 606914 611200 0 0 LEGAL FEES 195 98 97 OREGON CHARITABLE REGISTRATION FEE 479 0 479 OREGON CORPORATE FEE 50 0 50 INSURANCE 9399 0 9399 COMPUTER SOFTWARE 700 0 700 POSTAGE 20 0 20 WEBSITE 346 0 346 MARKET DISCOUNTS FROM JP MORGAN #7502 5542 5542 5542 BROKER CORRECTION TO BASIS 832 FOREIGN TAXES 1118 1118 0 FEDERAL EXCISE TAX 1391 0 0