2025-11-17T18:07:42-06:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2024-01-01 930988354 HEATHERINGTON FOUNDATION FOR INNOVATION AND EDUCATION IN HEALTH CARE HEAT 5034712103 2121 SW BROADWAY ST 115 PORTLAND OR 97201 JEFFREY HEATHERINGTON PRESIDENT 5034712103 2025-11-16 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z X 19645304 X 9740480 290847 290847 1459794 5435501 1459794 11491121 1750641 0 0 0 14100 7482 6618 70082 70082 0 65789 0 42212 51482 0 51482 26006 0 26006 227459 77564 126318 21531075 12237075 21758534 77564 12363393 -10267413 1673077 348497 338566 338566 200355 200355 1500 48243 24666 24666 5353969 6313147 6313147 9280215 7948049 7948049 4424774 4297609 4424774 4424774 0 190680 190680 14747 205067 205067 19344780 19645304 19645304 17407 642 1020000 11364000 9946 203823 1047353 11568465 X 18297427 8076839 18297427 8076839 19344780 19645304 18297427 -10267413 46825 8076839 0 8076839 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 1779626 1672884 106742 106742 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 3655875 2302823 1353052 1353052 1459794 23256 0 23256 0 23256 47970 0 0 0 47970 0 24714 24714 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 12041845 884809 0 12926654 0 0 12926654 193900 12732754 636638 636638 23256 23256 613382 0 613382 0 613382 12363393 0 12363393 613382 0 0 1824342 3882 12504361 4396391 13429812 32158788 12363393 0 0 0 613382 11750011 0 0 43908799 0 0 0 0 0 0 1824342 42084457 3882 12504361 4396391 13429812 11750011 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 N/A PC OPERATIONAL SUPPORT 1030075 BOYS & GIRLS CLUBS OF GREATER SANTIAM 305 S 5TH STREET LEBANNON OR 97355 N/A PC OPERATIONAL SUPPORT 250000 FURNITURE SHARE 4450 MARION ST SE SUITE C ALBANY OR 97322 N/A PC OPERATIONAL SUPPORT 30000 LEBANON COMMUNITY HOSPITAL FOUNDATION 1289 49TH AVE SUITE 102 SWEET HOME OR 97386 N/A PC ONE-TIME DONATION FOR EDUCATIONAL PROGRAMS 25000 MAURICE LUCAS FOUNDATION PO BOX 1661 LAKE OSWEGO OR 97035 N/A PC OPERATIONAL SUPPORT 160000 MUSLIM EDUCATIONAL TRUST 10330 SW SCHOLLS FERRY RD TIGARD OR 97223 N/A PC OPERATIONAL SUPPORT 160000 NATIVE AMERICAN YOUTH ASSOCIATION 5135 NE COLUMBIA BLVD PORTLAND OR 97218 N/A PC OPERATIONAL SUPPORT 100000 OSTEOPATHIC PHYSICIANS & SURGEONS OF OREGON 2121 SW BROADWAY PORTLAND OR 97201 N/A NC OPERATIONAL SUPPORT 100000 OUTSIDE IN 1132 SW 13TH AVENUE PORTLAND OR 97205 N/A PC OPERATIONAL SUPPORT 100000 SERENDIPTY CENTER 14815 SE DIVISION ST PORTLAND OR 97236 N/A PC OPERATIONAL SUPPORT 250000 THE FOUNDATION FOR MEDICAL EXCELLENCE 11740 SW 68TH PARKWAY PORTLAND OR 97223 N/A PC OPERATIONAL SUPPORT 15000 THE LUND REPORT PO BOX 82841 PORTLAND OR 97282 N/A PC OPERATIONAL SUPPORT 250000 VOLUNTEERS OF AMERICA OR 3910 SE STARK ST PORTLAND OR 97214 N/A PC OPERATIONAL SUPPORT 150000 WESTERN UNIVERSITY OF HEALTH SCIENCES 200 MULLINS DRIVE LEBANNON OR 97355 N/A PC OPERATIONAL SUPPORT 6495000 ALL CLASSICAL PUBLIC MEDIA INC 222 SW COLUMBIA ST STE 300 PORTLAND OR 97201 N/A PC CHILDREN'S PROGRAMMING SUPPORT 100000 ASIAN HEALTH & SERVICE CENTER 9035 SE FOSTER RD PORTLAND OR 97266 N/A PC OPERATIONAL SUPPORT 50000 BLANCHET HOUSE 310 NW GLISAN STREET PORTLAND OR 97209 N/A PC OPERATIONAL SUPPORT 250000 BUILD LEBANON TRAILS PO BOX 2604 LEBANON OR 97355 N/A PC DONATION FOR TRAIL COMPLETION 100000 CENTENNIAL SCHOOL DISTRICT 18135 SE BROOKLYN ST PORTLAND OR 97236 N/A PC EARLY CHILDHOOD INTERVENTIONS SUPPORT 500000 CLACKAMAS VOLUNTEERS IN MEDICINE PO BOX 2592 OREGON CITY OR 97045 N/A PC OPERATIONAL SUPPORT 300000 DALA'S BLUE ANGELS PO BOX 1945 PENSACOLA FL 32591 N/A PC OPERATIONAL SUPPORT 3000 EVERY CHILD LINN BENTON 379 COBURG ROAD SUITE B EUGENE OR 97401 N/A PC OPERATIONAL SUPPORT 100000 FAMILY TREE RELIEF NURSERY PO BOX 844 ALBANY OR 97321 N/A PC ONE-TIME DONATION FOR THREE BUSES FOR TRANSPORTATION 250000 HOLLA SCHOOL 14513 SE STARK ST PORTLAND OR 97233 N/A PC OPERATIONAL SUPPORT 100000 LAO BUDDHIST CENTER NORTHWEST INC 17676 SE FOSTER RD GRESHAM OR 97080 N/A PC TO HELP FINISH CONSTRUCTION ON DRIVEWAY 350000 LEBANON SOUP KITCHEN 170 EAST GRANT STREET LEBANON OR 97355 N/A PC OPERATIONAL SUPPORT 25000 LIFEWORKS NW 5415 SE WESTGATE DRIVE PORTLAND OR 97221 N/A PC OPERATIONAL SUPPORT 50000 OREGON MENTAL HEALTH CONSUMERS ASSOCIATION 2740 SE POWELL BLVD 3 PORTLAND OR 97202 N/A PC OPERATIONAL SUPPORT 20000 OREGON SYMPHONY 851 SW 6TH AVE 385 PORTLAND OR 97204 N/A PC OPERATIONAL SUPPORT 100000 PARENTING WITH INTENT 4423 NE TILLAMOOK ST PORTLAND OR 97213 N/A PC OPERATIONAL SUPPORT 100000 PORTLAND ADVENTIST COMMUNITY SERVICES 11020 NE HALSEY ST PORTLAND OR 97220 N/A PC ONE-TIME DONATION TO BE USED FOR SENIOR ORAL CARE 100000 PORTLAND YOUTH PHILHARMONIC 9320 SW BARBUR BLVD 140 PORTLAND OR 97219 N/A PC OPERATIONAL SUPPORT 60000 QIGONG SENSORY TRAINING INSTITUTE 19363 WILLAMETTE DR 112 WEST LINN OR 97068 N/A PC OPERATIONAL SUPPORT 75000 RIVER CENTER CARING TEAM MINISTRY 3000 S SANTIAM HWY LEBANON OR 97355 N/A PC OPERATIONAL SUPPORT 250000 ST AGATHA CATHOLIC SCHOOL 7960 SE 15TH AVE PORTLAND OR 97202 N/A PC OPERATIONAL SUPPORT 10000 WEAVING FALA 1032 CHERRY BLOSSOM LN LEBANON OR 97355 N/A PC OPERATIONAL SUPPORT 100000 WILLAMETTE UNIVERSITY 900 STATE ST SALEM OR 97301 N/A PC OPERATIONAL SUPPORT 25000 WILLAMETTE WEEK PO BOX 10770 PORTLAND OR 97296 N/A PC OPERATIONAL SUPPORT 104000 12237075 WILLAMETTE WEEK PO BOX 10770 PORTLAND OR 97296 N/A PC OPERATIONAL SUPPORT 104000 CLACKAMAS VOLUNTEERS IN MEDICINE PO BOX 2592 OREGON CITY OR 97045 N/A PC OPERATIONAL SUPPORT 1200000 WESTERN UNIVERSITY OF HEALTH SCIENCES 200 MULLINS DRIVE LEBANNON OR 97355 N/A PC OPERATIONAL SUPPORT 7240000 BOYS AND GIRLS CLUB GREATER SANTIAM 305 S 5TH STREET LEBANON OR 97355 N/A PC OPERATIONAL SUPPORT 750000 9294000 14 290847 18 1459794 0 1750641 0 1750641 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 9740480 X ACCOUNTING 14100 7482 6618 OSTEOPATHIC PHYSICIANS AND SURGEONS OF OREGON 2121 SW BROADWAY SUITE 115 PORTLAND OR 97205 2024-02-19 100000 SUPPORT EDUCATION & RESEARCH TO ENSURE HIGHEST QUALITY, COMPRESHENSIVE HEALTH & PATIENT CARE N/A ABBVIE INC COM 3145 3145 ACCENTURE PLC IRELAND CL A 9303 9303 ADOBE INC 32408 32408 AIRBNB INC CL A 7310 7310 ALLEGION PUB LTD CO 17250 17250 ALPHABET INC CL A 223750 223750 ALPHABET INC CL C 151781 151781 AMAZON COM INC 449530 449530 ANALOG DEVICES INC 61826 61826 ANHEUSER BUSCH INBEV SA SPON 51422 51422 APPLE INC 342575 342575 ASML HOLDING NV NY REG NEW 6546 6546 ASPEN TECHNOLOGY INC 22038 22038 AUTODESK INC DELAWARE 12805 12805 BENTLEY SYS INC COM CL B 26853 26853 BERKLEY W R CORP 104283 104283 BERKSHIRE HATHAWAY CL-B NEW 84310 84310 BIS WHSL CLUB 15726 15726 BOOKING HOLDINGS INC 129442 129442 BOOZ ALLEN HAMILTON HLDG CL-A 15187 15187 BOSTON SCIENTIFIC CORP 20097 20097 BRIGHT HORIZONS FAMILY SOLUT 15962 15962 BROADCOM INC 114926 114926 BROWN AND BROWN INC 18364 18364 CHARLES RIVER LABS INTL INC 19653 19653 CHEMED CORPORATION 14032 14032 CHIPOTLE MEXICAN GRILL INC COM 41987 41987 CHOICE HOTELS INTL INC NEW 19877 19877 CHURCH & DWIGHT CO INC 14241 14241 CINTAS CORP 6104 6104 COPART INC 17389 17389 CRANE COMPANY 15479 15479 CROWDSTRIKE HLDGS INC CL A 16179 16179 DANAHER CORPORATION 27546 27546 DECKER OUTDOOR CORPORATION 19459 19459 DEXCOM INC 15243 15243 DIAGEO PLC SPON ADR NEW 74371 74371 DOCUSIGN INC 3168 3168 DOXIMITY INC CL A 3741 3741 DUN & BRADSTREET HLDGS INC 93263 93263 EATON CORP PLC SHS 40406 40406 EBAY INC 30851 30851 ELEVANCE HEALTH INC 33933 33933 ELI LILLY AND CO 50274 50274 EMCOR GROUP INC 17855 17855 EQUIFAX INC 22094 22094 EXPONENT INC 15503 15503 FACTSET RESEARCH SYSTEMS 15536 15536 FAIR ISAAC & CO INC 35241 35241 FASTENAL CO 75074 75074 FREEPORT-MCMORAN CL-B 5560 5560 GENL DYNAMICS CORP 9081 9081 GILEAD SCIENCE 39534 39534 GOLDMAN SACHS GRP INC 43318 43318 HILTON WORLDWIDE HLDGS INC 22146 22146 HUBSPOT, INC. 11451 11451 IDEXX LABS 3975 3975 ILL TOOL WORKS INC 74293 74293 INSULET CORP 4974 4974 INTERACTIVE BROKERS GROUP CL A 30917 30917 INTUIT INC 30108 30108 INTUITIVE SURGICAL INC 48413 48413 JACK HENRY & ASSOC INC 19809 19809 JOHNSON CTLS INTL PLC 6526 6526 KEYSIGHT TECHNOLOGIES INC 84009 84009 KKR & CO INC CL A 115961 115961 KLA CORPORATION 44276 44276 L3HARRIS TECHNOLOGIES INC 4816 4816 LAM RESEARCH CORPORATION 25281 25281 LCI INDS 5331 5331 LENNAR CORPORATION 71594 71594 LENNOX INTL INC 33872 33872 LIBERTY MEDIA C SER C SIRIUSXM 57910 57910 LOCKHEED MARTIN CORP 32041 32041 LOWES COMPANIES INC 76014 76014 LPL FINL HLDGS INC COM 29801 29801 LULULEMON ATHLETICA INC 30665 30665 LYONDELLBASELL NV CL-A 9655 9655 MARKEL CORP (HOLDING CO) 86381 86381 MARTIN MARIETTA MATERIALS 69728 69728 MASCO CORP 74094 74094 MASTERCARD INC CL A 138752 138752 META PLATFORMS INC CL A 138608 138608 MICROSOFT CORP 368364 368364 MODERNA INC 9106 9106 MONOLITHIC PWR SYSTEMS INC 10022 10022 MONSTER BEVERAGE CORP NEW COM 6938 6938 MORGAN STANLEY 77066 77066 NASDAQ INC 60688 60688 NETFLIX INC 50615 50615 NORDSON CP 19576 19576 NVENT ELECTRIC PLC 13155 13155 NVIDIA CORPORATION 242393 242393 NXP SEMICONDUCTORS NV 63602 63602 O'REILLY AUTOMOTIVE INC 31567 31567 PALO ALTO NETWORKS INC 11395 11395 PAYCOM SOFTWARE INC 99820 99820 PAYPAL HLDGS INC COM 10071 10071 PEPSICO INC NC 69491 69491 PINTEREST INC CL 4785 4785 POLARIS INC 10084 10084 POOL CORP 23595 23595 QUALYS INC COM 12977 12977 RAYMOND JAMES FINCL INC 19261 19261 RESMED INC 16016 16016 ROLLINS INC 19977 19977 RTX CORPORATION 20129 20129 S&P GLOBAL INC COM 87654 87654 SAIA INC 33376 33376 SALESFORCE INC 58193 58193 SERVICENOW INC 53261 53261 SHERWIN WILLIAMS COMPANY OHIO 6624 6624 SITEONE LANDSCAPE SUPPLY INC 13309 13309 SNOWFLAKE INC CL A 22034 22034 SPS COMMERCE INC COM 16300 16300 STARBUCKS CORP WASHINGTON 109648 109648 STATE STREET CORP 15017 15017 STRYKER CORP 100898 100898 SYNOPSYS INC 24104 24104 SYSCO CORP 18274 18274 TAIWAN SMCNDCTR MFG CO LTD ADR 40173 40173 TAKE TWO INTERACTIVE SOFTWARE 15613 15613 TARGET 5527 5527 TE CONNECTIVITY LTD NEW 11152 11152 TELEDYNE TECH INC 31943 31943 TERADYNE INC 16621 16621 TESLA INC 72316 72316 TEXAS INSTRUMENTS 86442 86442 THE COOPER COMPANIES 37599 37599 THE SCOTTS MIRACLE-GRO COMPANY 11941 11941 THERMO FISHER SCIENTIFIC 95366 95366 THOR INDUSTRIES INC 13495 13495 TJX COS INC NEW 90940 90940 TKO GROUP HOLDINGS 3866 3866 UBER TECHNOLOGIES INC 6334 6334 UNION PACIFIC CORP 34656 34656 UNITED RENTALS INC 14292 14292 UNITEDHEALTH GP INC 12823 12823 VALVOLINE INC COM 12482 12482 VERTEX PHARMACEUTICALS 16892 16892 VISA INC CL A 27832 27832 W W GRAINGER INC 9779 9779 WALMART INC 64058 64058 WALT DISNEY CO HLDG CO 30621 30621 WARNER BROS DISCOVERY INC SER 24797 24797 WATSCO INC 23579 23579 WATTS WTR TECH INC A 14771 14771 WELLS FARGO & CO NEW 16015 16015 WEST PHARMACEUTICAL SVCS INC 12969 12969 WORKDAY INC CL A 116510 116510 ZEBRA TECH CL-A 24668 24668 ZURN ELKAY WATERS SOLNS 21970 21970 ALNYLAM PHARMACEUTICALS INC 18314 18314 AMERICAN EAGLE OUTFITTERS NEW 12419 12419 APTARGROUP INC 15164 15164 AUTOMATIC DATA PROCESSING INC (ADP) 29566 29566 BUILDERS FIRSTSOURCE INC 3823 3823 CASEY'S GENERAL STORES INC 16698 16698 CONSTELLATION BRANDS INC CLA 64090 64090 CURTISS WRIGHT CORP 19109 19109 DESCARTES SYSTEMS GROUP INC 18176 18176 DYNATRACE INC 16196 16196 ECOLAB INC 25072 25072 ELF BEAUTY INC 4607 4607 FISERV INC 26088 26088 FORTIVE CORP 10200 10200 GALLAGHER ARTHUR J & CO 53648 53648 GE AEROSPACE NEW 32524 32524 GODADDY INC 15888 15888 HALOZYME THERAPEUTICS INC 12000 12000 HOWMET AEROSPACE INC 19905 19905 ICON PLC 1975 1975 LAS VEGAS SANDS CORPORATION 22855 22855 MARKETAXESS HOLDINGS INC 12440 12440 MOBILEYE GLOBAL INC CLA 15299 15299 MONGODB INC CL A 2597 2597 OLLIES BARGAIN OUTLET HLDG INC 32480 32480 ONTO INNOVATION INC 11795 11795 ORACLE 168973 168973 PENUMBRA INC COM 18353 18353 PROGRESSIVE CORP OHIO 42411 42411 PTC INC COM 14695 14695 PURE STORAGE INC CLASS A 16709 16709 SHOPIFY 18501 18501 SPROUTS FARMERS MARKET INC 13596 13596 SPOTIFY TECHNOLOGY SA 50107 50107 TRANE TECHNOLOGIES PLC 30330 30330 TRACTOR SUPPLY CO 3917 3917 US FOODS HOLDING CORP 16932 16932 VULCAN MATERIALS CO 20437 20437 WEATHERFORD INTL INC 9312 9312 UNIVERSAL DISPLAY CORP 9189 9189 6313147 6313147 0 0 CHENIERE ENERGY INC FMV 117319 117319 AMERICAN TOWER CORP FMV 13064 13064 CROWN CASTLE INC FMV 51552 51552 EQUINIX INC FMV 8745 8745 DEPOSITS 4979 4979 4979 RIGHT-OF-USE ASSET 9768 200088 200088 OFFICE EXPENSE 7893 0 7893 OTHER ADMINISTRATION EXPENSE 14039 0 14039 INSURANCE 4074 0 4074 UNREALIZED LOSS ON INVESTMENTS 46825 LEASE LIABILITY- CURRENT PORTION 9946 39027 OPERATING LEASE LIABILITY, NET OF CURRENT PORTION 0 164796 INVESTMENT MANAGEMENT 70082 70082 0 STATE FILING FEES 2280 0 2280 PROPERTY TAXES 39932 0 39932 FEDERAL EXCISE TAXES 23577 0 0