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Object ID: 202123159349308512 - Rendered 2024-05-04
TIN: 23-7315673
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
The Oregon Community Foundation
Employer identification number
23-7315673
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
(1)
OCF Permira LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Invest in Permira IV L.P.
OR
-12,636
1,117,112
The Oregon Community Foundation
(2)
OCF Properties I LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
40,194
1,139,716
The Oregon Community Foundation
(3)
OCF Properties II LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
0
0
The Oregon Community Foundation
(4)
OCF Properties III LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
0
2,032,730
The Oregon Community Foundation
(5)
OCF Properties IV LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
0
1,262,250
The Oregon Community Foundation
(6)
OCF Properties V LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
0
0
The Oregon Community Foundation
(7)
AWL Building LLC
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
Acquire and manage property investments
OR
0
1,231,886
The Oregon Community Foundation
(8)
Oregon Community Foundation Trust
1221 SW Yamhill St
Ste 100
Portland
,
OR
97205
33-6362579
Invest in Blackrock Institutional Trust Company
OR
1,311,978
70,426,825
The Oregon Community Foundation
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
OCF Joseph E Weston Public Foundation
1221 SW Yamhill ST
Suite 100
Portland
,
OR
97205
93-1046399
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(2)
Wieden Family Public Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
93-1282671
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(3)
Sid and Karen DeBoer Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
93-1235731
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(4)
Peter W Stott Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
93-1261580
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon community Foundation
Yes
(5)
Robert & Leona DeArmond Public Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
97-2459165
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(6)
The Gray Family Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
43-3083519
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(7)
The Oregon Community Foundation Trust
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
46-7059268
Receive/administrate closely-held gifts of OCF
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(8)
Niemeyer Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
82-2399486
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(9)
Hollis Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
61-1900941
Makes grants to improve life in Oregon
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
(10)
Working Forests Foundation
1221 SW Yamhill St
Suite 100
Portland
,
OR
97205
86-1188447
accept/manage working forestlands & make distributions to OCF to support charitable purposes
OR
501(c)(3)
Type I
The Oregon Community Foundation
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
Arlington Fund I LLC - OCF Series
125 High St
Boston
,
MA
02110
20-3063581
investment
MA
na
Excluded
17,153,251
170,872,031
No
-2,145
No
100.00 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
Charitable Remainder Trusts (94)
1221 SW Yamhill
Portland
,
OR
97205
Charitable Remainder Trust
OR
NA
Trust
No
(2)
Pooled Income Fund
1221 SW Yamhill St
Portland
,
OR
97205
Pooled Income Fund
OR
NA
Trust
0
0
0 %
No
(3)
Charitable Lead Trust (2)
1221 SW Yamhill
Portand
,
OR
97205
Charitable Lead Trust
OR
NA
Trust
No
(4)
Buck Jenkins Enterprises Inc
1221 SW Yamhill St Suite 100
Portland
,
OR
97205
93-1073618
Investments
OR
OCF
S Corporation
135,171
1,145,328
100 %
Yes
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
ROBERT J AND LEONA DEARMOND PUBLIC FOUNDATION
C
260,900
cash
(2)
ROBERT J AND LEONA DEARMOND PUBLIC FOUNDATION
L
6,250
cash
(3)
SID AND KAREN DEBOER FOUNDATION
B
450,000
cash
(4)
SID AND KAREN DEBOER FOUNDATION
C
5,000
cash
(5)
SID AND KAREN DEBOER FOUNDATION
L
6,250
cash
(6)
SID AND KAREN DEBOER FOUNDATION
R
3,960
cash
(7)
GRAY FAMILY FOUNDATION
C
50,000
cash
(8)
GRAY FAMILY FOUNDATION
L
398,434
cash
(9)
GRAY FAMILY FOUNDATION
R
2,000,000
cash
(10)
HOLLIS FOUNDATION
L
588,449
cash
(11)
JOHN AND GINGER NIEMEYER FOUNDATION
B
2,039,291
cash
(12)
JOHN AND GINGER NIEMEYER FOUNDATION
L
171,681
cash
(13)
JOHN AND GINGER NIEMEYER FOUNDATION
R
1,078,931
cash
(14)
JOHN AND GINGER NIEMEYER FOUNDATION
S
2,039,291
cash
(15)
PETER AND JULIE STOTT FOUNDATION
L
15,000
cash
(16)
OCF JOSEPH E WESTON PUBLIC FOUNDATION
C
62,000
cash
(17)
OCF JOSEPH E WESTON PUBLIC FOUNDATION
L
183,290
cash
(18)
OCF JOSEPH E WESTON PUBLIC FOUNDATION
R
12,335,770
cash
(19)
OCF JOSEPH E WESTON PUBLIC FOUNDATION
S
6,283,950
cash
(20)
WIEDEN FAMILY PUBLIC FOUNDATION
L
1,874
cash
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2020
Additional Data
Software ID:
20011424
Software Version:
2020v4.0