2022-05-13T16:36:36-05:00 2021-12-31 390859910 BAKER TILLY US LLP 18500 VAN KARMAN AVENUE 10TH FLOOR IRVINE CA 92612 990PF 2021-01-01 464348673 THE LISA WADE FOUNDATION LISA 9162140579 3734 BRODERICK ST APT 2 SAN FRANCISCO CA 94123 LISA WADE PRESIDENT 9162140579 2022-04-06 1 LISA WADE 999009999 BRIAN YACKER P00401346 9492222999 2022-04-06 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 801072 X X 3 3 8312 8312 50759 149608 50759 119 0 59193 59074 0 0 0 2852 2138 714 5945 5945 0 2043 583 0 20049 0 20049 25 0 25 30914 8666 20788 40199 40199 71113 8666 60987 -11920 50408 63344 28996 28996 728525 772076 772076 791869 801072 801072 0 0 X 0 0 0 0 791869 801072 791869 801072 791869 801072 791869 -11920 21123 801072 0 801072 PUBLICLY TRADED SECURITIES P 2019-01-01 2021-12-31 133099 98849 34250 34250 CAPITAL GAINS DISTRIBUTIONS P 2019-01-01 2021-12-31 16509 16509 16509 50759 701 0 701 0 701 0 0 0 0 0 0 701 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LISA WADE 9162140579 3734 BRODERICK ST APT 2 SAN FRANCISCO CA 94123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 LISA WADE 3734 BRODERICK ST APT 2 SAN FRANCISCO CA 94123 PRESIDENT/BOARD 10.00 0 0 0 MICHAEL JAMES WADE 3734 BRODERICK ST APT 2 SAN FRANCISCO CA 94123 CFO/BOARD 3.00 0 0 0 LAURA WADE 3734 BRODERICK ST APT 2 SAN FRANCISCO CA 94123 SECRETARY/BOARD 1.00 0 0 0 NONE 0 NONE 0 0 767257 32243 0 799500 0 0 799500 11993 787507 39375 39375 701 701 38674 0 38674 0 38674 60987 0 60987 38674 0 0 30000 47870 54307 53263 185440 60987 0 0 0 38674 22313 0 0 207753 0 0 0 0 0 0 30000 177753 47870 54307 53263 22313 LISA WADE X THRESHOLD FOUNDATION 2875 ROUTE 35 KATONAH NY 10537 NONE PC HIGH IMPACT DOCUMENTARY FILMS 12000 IMPACT A VILLAGE 4901 BROADWAY APT 533 OAKLAND CA 94611 NONE PC SUPPORT OF EDUCATION AND MEDICAL PROJECTS 10000 WILD SALMON CENTER 721 NW NINTH AVE SUITE 300 PORTLAND OR 97209 NONE PC INTERNATIONAL CONSERVATION ORGANIZATION 5000 BELLADONNA SANCTUARY 10350 N VANCOUVER WAY 76 PORTLAND OR 97217 NONE PC MUSIC TO PROMOTE HEALING AND AWARENESS 2500 FRIENDS OF BBPDX 911 NE DAVIS ST PORTLAND OR 97232 NONE PC EDUCATIONAL WORK FOR COLLABORATION BETWEEN BUSINESS AND GOVERNMENT FOR THRIVING COMMUNITY 2500 HIGH DESERT FOOD AND FARM ALLIANCE 354 GREENWOOD AVE SUITE 205 BEND OR 97709 NONE PC SUPPORT HEALTHY AND THRIVING FOOD AND FARM NETWORK IN CENTRAL OREGON 2000 OREGON NATURAL DESERT ASSOCIATION 50 SW BOND STREET SUITE 4 BEND OR 97702 NONE PC CONSERVATION PROGRAM PROTECTS THE MOST SPECTACULAR PLACES IN OREGON'S HIGH DESERT AND GUIDES PEOPLE TO EXPERIENCE ITS NATURAL LEGACY 2000 WINDY25 MEMORIAL FUND 61903 FALL CREEK LOOP BEND OR 97702 NONE PC PRESERVE WINDY25 LEGACY TO MAKE THE WORLD A BETTER PLACE 1049 INDIGENOUS HELPERS PO BOX 44091 WINNIPEG CA NONE NC SUPPORT CULTURAL, ECONOMIC AND INTELLECTUAL RESTORATION OF INDIGENOUS 1000 WARRIOR FILMS 41 FAIRMONT AVE OAKLAND CA 94611 NONE PC HIGH IMPACT DOCUMENTARY FILMS FOR AWARENESS AND HEALING 1000 BREAKING WALLS 2 HORATIO 7C NEW YORK NY 10014 NONE PC SUPPORT OF YOUTH THROUGH STORYTELLING 1000 CHILDREN'S CANCER ASSOCIATION 1200 NW NAITO PARKWAY SUITE 140 PORTLAND OR 97209 NONE PC CHILDREN'S CANCER ASSOCIATION HELP WITH EMOTIONAL HEALING FOR SERIOUS ILLNESS 150 40199 0 14 3 14 8312 18 50759 MISC REVENUE 01 119 0 59193 0 59193 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2852 2138 714 INDIGENOUS HELPERS PO BOX 44091 WINNIPEG CA 2021-11-29 1000 TO SUPPORT CULTURAL, ECONOMIC AND INTELLECTUAL RESTORATION OF INDIGENOUS COMMUNITIES. 1000 NONE N/A 2021-11-29 THE ORGANIZATION RECEIVED THE FUNDS AND USED THEM APPROPRIATELY TO SUPPORT THEIR PROGRAM SERVICES. 214 SHARES OF INVESCO WILDERHILL CLEAN ENERG (PBW) 15284 15284 730 SHARES OF IQ HEDGE MULTI-STRAT TRACKER (QAI) 23207 23207 2730 SHARES OF ISHARES CAL MUN BD ETF TRADING (CMF) 170161 170161 137 SHARES OF VANGUARD REAL ESTATE ETF (VNQ) 15893 15893 1337 SHARES OF ABBEY CPTL FUTURES STRATEGY I (ABYIX) 15435 15435 2257 SHARES OF CALVERT EMERGING MARKETS EQ I (CVMIX) 46152 46152 878 SHARES OF CALVERT SMALL CAP I (CSVIX) 31770 31770 18723 SHARES OF DOMINI IMPACT INTL EQ Y (DOMYX 172254 172254 3089 SHARES OF PARNASSUS CORE EQUITY INVESTOR (PRBLX) 195850 195850 700 SHARES OF PARNASSUS MID-CAP FD (PARMX) 31619 31619 3042 SHARES OF NEUBERGER BERMAN LG SH INST (NLSIX) 54451 54451 AG REGISTRATION FEE 25 0 25 MISC REVENUE 119 119 PRIOR PERIOD ADJUSTMENT 21123 MANAGEMENT FEES 5945 5945 0 FOREIGN TAXES 583 583 0 EXCISE TAXES 1460 0 0