2025-11-14T17:56:05-05:00 2024-12-31 260462132 SUSAN J LIENHART CPA PC 765 NW TORREY VIEW LN PORTLAND OR 97229 990PF 2024-01-01 454030458 EDWARDS LIENHART FAMILY FOUNDATION EDWA 5038871278 PO BOX 4565 PORTLAND OR 97208 ROSS M LIENHART PRESIDENT 5038871278 2025-11-14 true SUSAN J LIENHART P01294935 5032996297 2025-11-14 2024 2025-03-06 01:10:19Z X 2653783 X X 423 423 41890 41890 297980 1771189 297980 340293 340293 6000 4000 2000 4388 631 757 24870 24650 220 35258 29281 2977 89000 89000 124258 29281 91977 216035 311012 4476 15549 15549 59566 207414 207414 1942987 1774685 2161990 37304 271602 268830 2044333 2269250 2653783 0 X 2044333 2269250 2044333 2269250 2044333 2269250 2044333 216035 9689 2270057 807 2269250 GUGGENHEIM MACRO GIOIX P 2024-01-02 2024-01-24 260 261 -1 -1 GUGGENHEIM MACRO GIOIX P 2024-07-11 2508 2463 45 45 GUGGENHEIM MACRO GIOIX P 2024-07-11 5909 6156 -247 -247 GUGGENHEIM MACRO GIOIX P 2018-11-28 2024-07-11 13945 14995 -1050 -1050 GUGGENHEIM MACRO GIOIX P 2024-07-11 765 810 -45 -45 GUGGENHEIM MACRO GIOIX P 2024-07-11 20761 21993 -1232 -1232 RJAMES WV415 1099 P 360487 347283 13204 13204 RJAMES WV415 1099 WASH P 181 181 181 RJAMES WV415 1099 P 907905 723745 184160 184160 RJAMES WV415 1099 WASH P 3708 3708 3708 RJAMES WV415 1099 P 68809 35657 33152 33152 RJAMES V8386 1099 P 221888 189577 32311 32311 RJAMES V8386 1099 WASH P 90 90 90 RJAMES V8386 1099 P 163973 130269 33704 33704 297980 79534 4323 4323 4323 2080 4000 6080 X 1757 1757 false false false false false false false true true OR false false false false false true N/A ROSS M LIENHART 5038871278 PO BOX 4565 PORTLAND OR 97208 false false false true false false false false false false false false false false false false false false false false false ROSS M LIENHART PO BOX 4565 PORTLAND OR 97208 PRESIDENT 000.00 0 0 0 NOLAN E LIENHART PO BOX 4565 PORTLAND OR 97208 TREASURER 000.00 0 0 0 NILES E LIENHART PO BOX 4565 PORTLAND OR 97208 SECRETARY 000.00 0 0 0 SUSAN J LIENHART PO BOX 4565 PORTLAND OR 97208 DIRECTOR 000.00 0 0 0 LAURA L RICHARDSON PO BOX 4565 PORTLAND OR 97208 DIRECTOR 000.00 0 0 0 NONE NONE N/A 2430820 222963 0 2653783 2653783 39807 2613976 130699 130699 4323 4323 126376 126376 126376 91977 91977 126376 87484 91977 87484 4493 121883 ROSS LIENHART X 1000 FRIENDS OF OREGON PO BOX 40367 PORTLAND OR 97240 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 10000 CHILDREN'S INSTITUTE 1411 SW MORRISON ST STE 205 PORTLAND OR 97205 PUBLIC UNRESTRICTED-GENERAL FUND 9000 LITERARY ARTS 925 SW WASHINGTON ST PORTLAND OR 97205 PUBLIC WORDSTOCK FESTIVAL SUPPPORT 15000 NORTH BY NORTHEAST COMMUNITY HEALTH CENTER 714 NE ALBERTA ST PORTLAND OR 97211 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 2000 OREGON MUSEUM OF SCIENCE AND INDUST 1945 SE WATER AVE PORTLAND OR 97214 PUBLIC OUTDOOR SCHOOL FINANCIAL AID 5000 PORTLAND CENTER STAGE GERDING THEATER AT ARMORY 128 NW 11TH PORTLAND OR 97209 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 1000 PORTLAND COMMUNITY COLLEGE FOUNDATI PO BOX 19000 PORTLAND OR 97280 PUBLIC FUTURE CONNECT-SCHOLARSHIPCOUNSELING 15000 PORTLAND JAPANESE GARDEN POST OFFICE BOX 384 PORTLAND OR 97208 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 2000 PORTLAND OPPORTUNITIES INDUSTRIALIZ 717 NORTH KILLINGSW PORTLAND OR 97217 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 5000 SIGHTLINE INSTITUTE 1402 THIRD AVE STE 500 SEATTLE WA 98101 WA PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36177 PUBLIC UNRESTRICTED-GENERAL FUND SUPPORT 2000 UNIVERSITY OF OREGON FOUNDATION 1723 EAST 13TH AVE EUGENE OR 97403 PUBLIC DEAN'S EXCELLENCE FUND 1000 WILLAMETTE UNIVERSITY 511 NW BROADWAY PORTLAND OR 97209 PUBLIC PNCA-GENERAL FUND SUPPORT 1000 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 CAPITAL CAMPAIGN 20000 89000 14 423 14 41890 18 -2530 300510 IRS TAX REFUND 1 39783 300510 340293 false false false false false false false false false false TAX AND ACCOUNTING SERVICES 6000 4000 2000 FORM 990PF, PART VIII, LINE 1 NORMAL OFFICE FUNCTIONS RAYMOND JAMES NF841 RAYMOND JAMES 65804 271372 268600 DIVIDENDS REPORTED 2023-RCV'D 2024 RJ 65804 PURCHASED INTEREST 230 230 BASIS ADJUSTMENTS BY BROKERAGE DIVIDENDS REPORTED 2023-RCV'D 2024 RAYMOND JAMES 65804 695 474 RAYMOND JAMES V8386 534586 639163 RAYMOND JAMES V8386 ETF 45902 45715 RAYMOND JAMES WV415 1193502 1476638 RAYMOND JAMES WV415 ETF BASIS ADJUSTMENTS BY BROKERAGE 807 EXPENSES USPS INVESTMENT EXPENSES-WV415 17403 17403 INVESTMENT EXPENSES-V8386 7094 7094 INVESTMENT EXPENSES-NF841 138 138 DOMAIN NAME 170 170 STATE REGISTRATION 50 50 ADR FEE-WV415 15 15 BROKERAGE ADJUSTMENT TO BASIS 9689 OREGON DEPT OF JUSTICE 757 757 US TREASURY 3000 FOREIGN TAX WITHHELD-WV415 617 617 FOREIGN TAX WITHHELD-65804 4 4 FOREIGN TAX WITHHELD-V8386 10 10