Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2019 , and ending 06-30-2020
Name of foundation
MAYBELLE CLARK MACDONALD FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1496
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEND, OR97709
A Employer identification number

23-7108002
B Telephone number (see instructions)

(541) 728-0848
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$139,784,457J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 156,830
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,546 13,546  
4 Dividends and interest from securities... 5,654,223 5,654,223  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,525,708
b Gross sales price for all assets on line 6a 88,691,959
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 11,598 0  
12 Total. Add lines 1 through 11........ 3,310,489 5,667,769  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 234,314 117,157   117,157
14 Other employee salaries and wages...... 57,813 28,906   28,907
15 Pension plans, employee benefits....... 108,556 54,278   54,278
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,275 0   16,275
c Other professional fees (attach schedule).... 541,356 539,399   1,957
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 57,876 0   0
19 Depreciation (attach schedule) and depletion... 10,230 5,115  
20 Occupancy.............. 7,970 3,985   3,985
21 Travel, conferences, and meetings....... 13,132 6,566   6,566
22 Printing and publications.......... 1,735 867   868
23 Other expenses (attach schedule)....... 42,756 21,377   21,379
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,092,013 777,650   251,372
25 Contributions, gifts, grants paid....... 6,679,387 6,679,387
26 Total expenses and disbursements. Add lines 24 and 25 7,771,400 777,650   6,930,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,460,911
b Net investment income (if negative, enter -0-) 4,890,119
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,491,610 936,813 936,813
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 11,432,403 10,752,783 11,629,162
b Investments—corporate stock (attach schedule)....... 103,451,181 100,066,399 108,008,992
c Investments—corporate bonds (attach schedule)....... 9,785,221 8,229,974 8,762,878
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,223,694 8,947,459 10,220,597
14 Land, buildings, and equipment: basis bullet335,243
Less: accumulated depreciation (attach schedule) bullet109,228 236,245 226,015 226,015
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 133,620,354 129,159,443 139,784,457
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 133,620,354 129,159,443
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 133,620,354 129,159,443
30 Total liabilities and net assets/fund balances (see instructions). 133,620,354 129,159,443
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
133,620,354
2
Enter amount from Part I, line 27a .....................
2
-4,460,911
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
129,159,443
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
129,159,443
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED INVESTMENTS      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 88,691,959   91,217,667 -2,525,708
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,525,708
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -2,525,708
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 7,067,765 141,961,227 0.049787
2017 6,828,011 149,068,751 0.045804
2016 7,313,465 141,247,236 0.051778
2015 6,528,082 136,492,744 0.047827
2014 6,779,668 147,593,813 0.045935
2
Total of line 1, column (d) .....................
2
0.241131
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048226
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
139,631,678
5
Multiply line 4 by line 3......................
5
6,733,877
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
48,901
7
Add lines 5 and 6........................
7
6,782,778
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,930,759
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 48,901
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,901
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,901
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 31,986
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,986
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 49
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 16,964
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MCMFUNDGIVING.ORG
    14
    The books are in care ofbulletMONIQUE MCCLEARY Telephone no.bullet (541) 728-0848

    Located atbulletPO BOX 1496BENDOR ZIP+4bullet97709
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CLARK C MUNRO CHAIRMAN
    20.00     		49,500 7,200 0
    PO BOX 1496
    BEND,OR97709
    MONIQUE M MCCLEARY PRESIDENT
    30.00     		162,584 24,163 0
    PO BOX 1496
    BEND,OR97709
    MAURIE M MUNRO SECRETARY
    4.00     		13,830 0 0
    PO BOX 1496
    BEND,OR97709
    CLARK C MUNRO JR DIRECTOR
    1.00     		3,000 0 0
    PO BOX 1496
    BEND,OR97709
    WARNER R MUNRO DIRECTOR
    1.00     		1,500 0 0
    PO BOX 1496
    BEND,OR97709
    GENE D'AUTREMONT DIRECTOR
    2.00     		0 0 0
    PO BOX 1496
    BEND,OR97709
    GARY BRANDEN DIRECTOR
    2.00     		3,900 0 0
    PO BOX 1496
    BEND,OR97709
    JANEEN MCANINCH DIRECTOR
    2.00     		0 0 0
    PO BOX 1496
    BEND,OR97709
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JENNIFER PETRIE OPERATIONS MANAGER
    40.00     		54,213 8,132 0
    PO BOX 1496
    BEND,OR97709
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MORGAN STANLEY INVESTMENT ADVISORY 390,676
    1001 SW FIFTH AVENUE
    PORTLAND,OR97204
    BECKER CAPITAL MANAGEMENT INVESTMENT ADVISORY 147,904
    1211 SW FIFTH AVENUE
    PORTLAND,OR97204
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    139,075,092
    b
    Average of monthly cash balances.......................
    1b
    2,569,950
    c
    Fair market value of all other assets (see instructions)................
    1c
    113,007
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,758,049
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    141,758,049
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,126,371
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    139,631,678
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,981,584
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,981,584
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    48,901
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48,901
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,932,683
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,932,683
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,932,683
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,930,759
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,930,759
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    48,901
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,881,858
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 6,932,683
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 246,419
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 6,930,759
    a Applied to 2018, but not more than line 2a 246,419
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 6,684,340
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		248,343
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABUSE RECOVERY MINISTRY & SERVICES
    PO BOX 663
    HILLSBORO,OR97123     		  PC ONLINE INTERVENTION TRAINING PROGRAM 45,000
    ADDICTIONS RECOVERY CENTER
    1003 E MAIN STREET 104
    MEDFORD,OR97504     		  PC ARC SAFE HOUSING EXPANSION PROJECT 75,000
    ADELANTE MUJERES
    2030 MAIN STREET SUITE A
    FOREST GROVE,OR97116     		  PC ADELANTE MUJERES EDUCATION AND CULTURAL COMMUNITY CENTER (CAPITAL CAMPAIGN) 100,000
    AIRWAY SCIENCE FOR KIDS
    PO BOX 4142
    PORTLAND,OR97208     		  PC FLAPS BARRY DRONE PROGRAM 20,000
    ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION
    PO BOX 2043
    GRESHAM,OR97030     		  PC ALDER MONTESSORI, THE PILOT PROJECT OF ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION (AEME) 20,000
    AMERICAN RED CROSS
    3131 N VANCOUVER AVENUE
    PORTLAND,OR97227     		  PC NEW BIOMEDICAL SCALES (BLOOD SCALES) & COVID-19 OUTBREAK SUPPORT 128,000
    AMERICAN RIVERS
    1001 SE WATER AVENUE SUITE 450
    PORTLAND,OR97214     		  PC OWYHEE RIVER CANYONLANDS COLLABORATIVE 20,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON STREET
    PORTLAND,OR97205     		  PC ACCESS ART ON TOUR 30,000
    ASSIST
    4412 S BARBUR BOULEVARD SUITE 200
    PORTLAND,OR97239     		  PC ASSIST 2020: ROAD TO SUSTAINABILITY 25,000
    ASSISTANCE LEAGUE OF GREATER PORTLAND
    4000 SW 117TH AVENUE
    BEAVERTON,OR97005     		  PC OPERATION SCHOOL BELL 2ND PAYMENT 5,000
    BEND CHAMBER
    777 NW WALL STREET SUITE 200
    BEND,OR97703     		  PC YOUTH CAREERCONNECT - BEND AREA 20,000
    BEND FOOD PROJECT
    61511 TAM MCARTHUR LOOP
    BEND,OR97702     		  PC BEND FOOD PROJECT 4,275
    BEND HIGH SCHOOL ATHLETICS
    230 NE 6TH STREET
    BEND,OR97701     		  PC 2020 SPRING ATHLETIC SUPPORT 6,500
    BETHLEHEM INN
    3705 NORTH HIGHWAY 97
    BEND,OR97701     		  PC BETHLEHEM INN FAMILY RESIDENCE AND SERVICE HUB 25,000
    BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST
    1827 NE 44TH AVENUE
    PORTLAND,OR97213     		  PC MONTHLY ENGAGED GIVING MATCHING CHALLENGE 50,000
    BLANCHET HOUSE OF HOSPITALITY
    310 NW GLISAN STREET
    PORTLAND,OR97209     		  PC COVID-19 10,000
    BOYS & GIRLS CLUBS OF PORTLAND METROPOLITAN AREA
    PO BOX 820127
    PORTLAND,OR97209     		  PC CATALYST CAMPAIGN FOR ROCKWOOD 50,000
    BRADLEY ANGLE
    5432 N ALBINA AVENUE
    PORTLAND,OR97217     		  PC 2020 GALA SUPPORT 15,000
    BRIDGE MEADOWS
    8502 N WAYLAND AVENUE
    PORTLAND,OR97203     		  PC FLOURISHING TOGETHER: BUILDING COMMUNITY ACROSS GENERATIONS 16,500
    CAMP TAMARACK
    19696 SUNSHINE WAY
    BEND,OR97702     		  PC CAMP TAMARACK WINTER WELLNESS PROGRAM FOR MIDDLE SCHOOLERS 30,000
    CAPPELLA ROMANA
    620 SW MAIN STREET SUITE 714
    PORTLAND,OR97205     		  PC CONVERTING AUDIENCE MEMBERS INTO CURRENT AND PLANNED-GIVING DONORS 10,000
    CASA FOR CHILDREN
    1401 NE 68TH AVENUE
    PORTLAND,OR97213     		  PC GENERAL SUPPORT 5,000
    CASCADIA NOW
    PO BOX 30181
    SEATTLE,WA98113     		  PC 2019 GENERAL DONATION 5,000
    CENTRAL OREGON DISABILITY SUPPORT NETWORK
    2525 NE TWIN KNOLLS DRIVE SUITE 7
    BEND,OR97701     		  PC HIGH DESERT ESD TECHNOLOGY GRANT 1,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY SUITE 140
    PORTLAND,OR97209     		  PC ALEXANDRA ELLIS CARING CABIN REPAIRS 30,000
    CLACKAMAS SERVICE CENTER
    8800 SE 80TH AVENUE
    PORTLAND,OR97206     		  PC COMMUNITY NUTRITION OPERATING SUPPORT 25,000
    CLASSROOM LAW PROJECT
    620 SW MAIN STREET 102
    PORTLAND,OR97205     		  PC THE CLASSROOM LAW PROJECT OREGON REACH CHALLENGE PAYMENT 1 OF 3 30,000
    COMMUNITY LIVING ABOVE (DBA-FAMILY INSPIRED RECOVERY)
    PO BOX 664
    WEST LINN,OR97068     		  PC FAMILY INSPIRED RECOVERY, AN ALTERNATIVE PEER GROUP MODEL 12,500
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK
    PORTLAND,OR97217     		  PC TRANSFORMING LIVES, BUILDING DREAMS 250,000
    DE PAUL TREATMENT CENTER
    PO BOX 3007
    PORTLAND,OR97208     		  PC CAPITAL PROJECT: CENTER FOR HOPE & RECOVERY 2RD & FINAL PAYMENT 1,100,000
    DESCHUTES CHILDREN'S FOUNDATION
    1010 NW 14TH STREET
    BEND,OR97703     		  PC 2019 CHIP IN FORE! KIDS 2,500
    DESCHUTES RIM CLINIC FOUNDATION
    1605 GEORGE JACKSON ROAD
    MAUPIN,OR97037     		  PC WE CARE CAMPAIGN! 25,000
    DESCHUTES RIVER ALLIANCE
    5331 SW MACADAM AVENUE SUITE 330
    PORTLAND,OR97239     		  PC 2020 GENERAL OPERATING SUPPORT 3,500
    DISCALCED CARMELITE NUNS OF BUFFALO
    75 CARMEL ROAD
    BUFFALO,NY14214     		  PC GARDEN RENOVATION AT THE CARMELITE MONASTERY OF BUFFALO, NY 50,000
    DOVELEWIS EMERGENCY ANIMAL HOSPITAL
    1945 NW PETTYGROVE
    PORTLAND,OR97209     		  PC THE NEXT LEVEL OF DOVELEWIS: BUILDING ON EXCELLENCE 50,000
    ECUMENICAL MINISTRIES OF OREGON
    0245 SW BANCROFT STREET SUITE B
    PORTLAND,OR97239     		  PC SECOND HOME 25,000
    EDISON HIGH SCHOOL
    9020 SW BEAVERTON HILLSDALE HIGHWAY
    PORTLAND,OR97225     		  PC EDISON HIGH SCHOOL CAPITAL CAMPAIGN 250,000
    ELEVATE NEPAL
    PO BOX 391
    FLAGSTAFF,AZ86002     		  PC 2020 DONATION 3,500
    ELEVATE OREGON
    12215 NE MARX STREET
    PORTLAND,OR97230     		  PC INCREASED OUT-OF-SCHOOL PROGRAMMING FOR AT-RISK PARKROSE MIDDLE SCHOOL YOUTH 25,000
    EVANS SCHOLARS FOUNDATION
    ONE BRIAR ROAD
    GOLF,IL60029     		  PC FUNDRAISER EVENT PADDLE RAISE 2019 10,000
    FAMILY ACCESS NETWORK FOUNDATION
    2125 NE DAGGETT LANE
    BEND,OR97701     		  PC FAN ADVOCATE SERVICES: LUNCHEON MATCHING CAMPAIGN 27,000
    FAMILY BUILDING BLOCKS
    2425 LANCASTER DRIVE NE
    SALEM,OR97305     		  PC EXPANDING BOLD FUNDING STRATEGIES 40,000
    FAMILY KITCHEN
    469 NW WALL STREET
    BEND,OR97703     		  PC FAMILY KITCHEN BOARD MATCHING CHALLENGE 10,000
    FARMINGTON VIEW PARENTS
    8300 SW HILLSBORO HIGHWAY
    HILLSBORO,OR97123     		  PC FARMINGTON VIEW ELEMENTARY MATH SPECIALIST 5,000
    FAUSTINA ACADEMY
    1621 W GRAUWYLER ROAD
    IRVING,TX75061     		  PC 2020 TUITION PROGRAM 4,000
    FRIENDLY HOUSE
    2617 NW SAVIER STREET
    PORTLAND,OR97210     		  PC REBECCA LONGAKER SCHOLARSHIP FUND 40,000
    FRIENDS OF ZENGER FARM
    11741 SE FOSTER ROAD
    PORTLAND,OR97266     		  PC ANNUAL FARM TO TABLE 5,000
    FULL CIRCLE PROGRAMS
    15995 SW 74TH AVENUE 200
    TIGARD,OR97224     		  PC PHOENIX PROGRAM 25,000
    GHOST TREE INVITATIONAL
    711 NE BUTLER MARKET ROAD
    BEND,OR97701     		  PC 2019 GHOST TREE INVITATIONAL 500
    GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON
    9620 SW BARBUR BOULEVARD
    PORTLAND,OR97219     		  PC GIRL SCOUTS LATINA ENGAGEMENT 30,000
    HOPE FOR ANIMALS
    1333 MAYCREST DRIVE
    FORT WAYNE,IN46805     		  PC KOMET HOCKEY JERSEY FUNDRAISER 14,000
    HABITAT FOR HUMANITY OF LA PINE
    PO BOX 3364
    SUNRIVER,OR97707     		  PC AFFORDABLE HOUSING - BUILDING A NEW COMMUNITY IN LA PINE 200,000
    HEARTWARMERS
    501 NE GREENWOOD AVENUE SUITE 300
    BEND,OR97701     		  PC HEARTWARMERS GENERAL SUPPORT 15,000
    HIGH DESERT CHAMBER MUSIC
    PO BOX 1272
    BEND,OR97709     		  PC HDCM EDUCATIONAL OUTREACH 2,500
    HIGH DESERT MUSEUM
    59800 SOUTH HIGHWAY 97
    BEND,OR97702     		  PC 2019 HIGH DESERT RENDEZVOUS 25,000
    HOPE4PAWS
    PO BOX 912
    JOHN DAY,OR97845     		  PC HOPE 4 PAWS GRANT COUNTY SPAY/NEUTER PROGRAMS 3,000
    HUMAN SOLUTIONS
    12350 SE POWELL BOULEVARD
    PORTLAND,OR97236     		  PC HOUSING SECURITY PROGRAM 45,000
    HUMBOLDT STATE UNIVERSITY
    1 HARPST STREET
    ARCATA,CA95521     		  PC GENERAL SUPPORT 500
    JEREMY WILSON FOUNDATION
    1028 SE WATER AVENUE SUITE 230
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT 5,000
    JESSIE F RICHARDSON FOUNDATION
    15900 SE 82ND AVENUE
    CLACKAMAS,OR97015     		  PC CONTINUING TO GROW JFRF DONOR BASE AT AGELESS AWARDS 50,000
    JULIETTE'S HOUSE
    1075 SW CEDARWOOD AVENUE
    MCMINNVILLE,OR97218     		  PC COALITION STRENGTHENING--CAPACITY BUILDING PROJECT 60,000
    KEMPLE MEMORIAL CHILDREN'S DENTAL CLINIC
    1029 NW 14TH STREET
    BEND,OR97703     		  PC MATCHING GRANT FOR ORAL HEALTH SERVICES ANNUAL APPEAL 30,000
    KESEY FARM PROJECT
    PO BOX 5715
    EUGENE,OR97405     		  PC 2019 FUNDRAISER PADDLE RAISE 5,000
    LA PINE SENIOR CITIZENS INC
    PO BOX 1279
    LA PINE,OR97739     		  PC 2020, A ROCKET TO THE FUTURE 50,000
    L'ARCHE PORTLAND
    435 SE 85TH AVENUE
    PORTLAND,OR97216     		  PC NEW TRANSPORTATION FOR BEAVERTON HOME 17,000
    LATINO NETWORK
    410 NE 18TH AVENUE
    PORTLAND,OR97232     		  PC BUILD A HOME IN ROCKWOOD 75,000
    LIFE EXPANDING ADVENTURE PROGRAM
    806 SW BROADWAY SUITE 300
    PORTLAND,OR97205     		  PC LEAP PADDLE CHALLENGE 23,147
    LIFEWORKS NW
    14600 NW CORNELL ROAD
    PORTLAND,OR97209     		  PC PORTLAND'S ORIGINAL IRON CHEF 2019 - BENEFITING OUR RELIEF NURSERY PROGRAMS 20,000
    LITERARY ARTS
    224 NW 13TH AVENUE SUITE 306
    PORTLAND,OR97209     		  PC 2019 LECTURE SERIES & BOOKMARK FUNDRAISER MATCH 33,000
    LORD & SCHRYVER CONSERVANCY
    PO BOX 2755
    SALEM,OR97308     		  PC EXECUTIVE DIRECTOR FOR THE LORD & SCHRYVER CONSERVANCYV 30,000
    LOS ANGELES FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012     		  PC FIRE STATION 75 - STATION LAUNDRY UNITS 5,145
    MAYBELLE CENTER
    121 NW 6TH AVENUE
    PORTLAND,OR97209     		  PC MATCHING CHALLENGE GRANT TO SUPPORT ROBUST DONOR ENGAGEMENT & GENERAL SUPPORT 56,000
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		  PC COVID-19 SUPPORT 10,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON COURT
    TIGARD,OR97224     		  PC FREE MOBILE DENTAL CARE FOR VULNERABLE POPULATIONS IN CENTRAL AND SOUTHERN OREGON 25,000
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT STREET
    PORTLAND,OR97214     		  PC 2019-2020 A GATHERING OF GOOD MATCHING CAMPAIGN 35,000
    MIKE PROGRAM
    9155 SW BARNES ROAD SUITE 219
    PORTLAND,OR97225     		  PC EXPANSION OF YOUTH MENTORING PROGRAM AT EXISTING PARTNER SITE, DE LA SALLE NORTH CATHOLIC 25,000
    MOUNTAINSTAR FAMILY RELIEF NURSERY
    2125 NE DAGGETT LANE
    BEND,OR97701     		  PC MATCHING GRANT 40,000
    MT BACHELOR SPORTS EDUCATION FOUNDATION
    563 SW 13TH STREET SUITE 201
    BEND,OR97702     		  PC MBSEF A PLACE TO SOAR CAPITAL CAMPAIGN-ATHLETE TRAINING FACILITY 125,000
    MUSIC WORKSHOP
    4804 SW SCHOLLS FERRY ROAD
    PORTLAND,OR97225     		  PC MUSIC WORKSHOP'S PROGRAM EXPANSION 2020-2021 50,000
    MV ADVANCEMENTS
    1535 NE MILLER STREET
    MCMINNVILLE,OR97128     		  PC FALL 2019 EVENT MATCH 10,000
    NATIVE FISH SOCIETY
    813 7TH STREET SUITE 200A
    OREGON CITY,OR97045     		  PC RESTORING AND PROTECTING NATIVE FISH THROUGH GROWING AND EMPOWERING OREGONS RIVER STEWARDS 36,000
    NOLAN CATHOLIC HIGH SCHOOL
    4501 BRIDGE STREET
    FORT WORTH,TX76103     		  PC 4H BARN CONSTRUCTION & CAPITAL CAMPAIGN 32,500
    NORTHWEST CATHOLIC COUNSELING CENTER
    8383 NE SANDY BOULEVARD SUITE 205
    PORTLAND,OR97220     		  PC MENTAL HEALTH COUNSELING FOR LOWER-INCOME WOMEN AND GIRLS 20,000
    NORTHWEST CATHOLIC COUNSELING CENTER
    8383 NE SANDY BLVD SUITE 205
    PORTLAND,OR97220     		  PC GENERAL SUPPORT 9,000
    OREGON BALLET THEATRE
    0720 SW BANCROFT STREET
    PORTLAND,OR97239     		  PC 30TH ANNIVERSARY: AUDIENCE ENGAGEMENT & DONOR CHALLENGE 30,000
    OREGON BAND OF BROTHERS
    63460 VOGT ROAD
    BEND,OR97701     		  PC GENERAL SUPPORT 5,000
    OREGON BRAVO YOUTH ORCHESTRAS
    8191 N LOMBARD STREET SUITE 114
    PORTLAND,OR97217     		  PC MATCHING FUNDS FOR ARTISTS IN RESIDENCE AND CROSSING BORDERS CONCERT 10,000
    OREGON CHILDREN'S THEATRE
    1939 NE SANDY BOULEVARD
    PORTLAND,OR97232     		  PC CHALLENGE MATCH: STAN FOOTE LEGACY CAMPAIGN 20,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365     		  PC CHALLENGE GRANT TO MATCH DONATIONS IN PUBLIC PHASE OF CAPITAL CAMPAIGN 250,000
    OREGON COAST YOUTH SYMPHONY FESTIVAL
    PO BOX 2405
    NEWPORT,OR97365     		  PC OREGON COAST YOUTH SYMPHONY FESTIVAL 3,500
    OREGON COLLEGE OF ORIENTAL MEDICINE
    75 NW COUCH STREET
    PORTLAND,OR97209     		  PC EXPANDING ACCESS TO LOW INCOME COMMUNITY MEMBERS 15,000
    OREGON ENERGY FUND
    1020 SW TAYLOR STREET 620
    PORTLAND,OR97205     		  PC FUNDAISING EXPANSION FOR I-5 CORRIDOR 25,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211     		  PC RURAL COMMUNITIES EXPANSION PROGRAM 100,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205     		  PC THE OREGON HISTORICAL SOCIETY FORWARD! CAMPAIGN 25,000
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BOULEVARD
    PORTLAND,OR97211     		  PC GENERAL SUPPORT 5,000
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BOULEVARD
    PORTLAND,OR97211     		  PC NEW ROAD AHEAD CAPITAL CAMPAIGN - COMMUNITY TEACHING HOSPITAL 250,000
    OREGON HUMANITIES
    921 SW WASHINGTON STREET SUITE 150
    PORTLAND,OR97205     		  PC OREGON HUMANITIES 2019-2020 MAJOR DONOR EXPANSION 20,000
    OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION
    1953 NW KEARNEY STREET
    PORTLAND,OR97209     		  PC OPERATING RESERVE FUND AT OJMCHE 25,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214     		  PC SCIENCE PLAYGROUND GUEST EXPERIENCE 50,000
    OREGON WILDLIFE HERITAGE FOUNDATION
    901 SE OAK STREET SUITE 103
    PORTLAND,OR97214     		  PC LOWER DESCHUTES RIVER POST-FIRE RESTORATION PROJECT 25,000
    OUR LADY OF LOURDES CATHOLIC PARISH
    4723 NW FRANKLIN STREET
    VANCOUVER,WA98663     		  PC ANNUAL CATHOLIC APPEAL 2020 5,000
    OUR LADY OF VICTORY CATHOLIC CHURCH
    PO BOX 29
    SEASIDE,OR97138     		  PC SUNDAY SUPPER 6,000
    OUTSIDE THE FRAME
    800 NW 6TH AVENUE 335
    PORTLAND,OR97209     		  PC FILM INDUSTRY WORKFORCE DEVELOPMENT FOR UNHOUSED YOUTH 12,500
    PACIFIC RIVERS COUNCIL
    1001 SE WATER AVENUE SUITE 450
    PORTLAND,OR97214     		  PC OUR WATERSHED: PROMOTING ADVOCACY THROUGH STORYTELLING 15,000
    PAID IN FULL OREGON
    5244 SE PINE STREET
    HILLSBORO,OR97123     		  PC CAPITAL IMPROVEMENT REMODEL AT OSCI & CORBAN UNIVERSITY EXTENSION 50,000
    PARK ACADEMY
    1915 SOUTH SHORE BOULEVARD
    LAKE OSWEGO,OR97034     		  PC PARK ACADEMY MAJOR GIFT PROGRAM 150,000
    PORTLAND AFTER-SCHOOL TENNIS & EDUCATION INC
    7519 NORTH BURLINGTON AVENUE
    PORTLAND,OR97203     		  PC BRIDGE (BUILDING RESOURCES & INVOLVEMENT TO DECREASE GAPS IN EDUCATION) 10,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205     		  PC ARTS EDUCATION PROGRAMS AND COVID-19 RELIEF 20,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVENUE
    PORTLAND,OR97209     		  PC 2019-2020 ARTS LEARNING PROGRAM FOR YOUTH 20,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    15 NE HANCOCK STREET
    PORTLAND,OR97212     		  PC TBA ASL INTERPRETER & 9-7-19 EVENT FUNDRAISER 6,200
    PORTLAND JAPANESE GARDEN
    611 SW KINGSTON AVENUE
    PORTLAND,OR97205     		  PC YEAR OF PEACE, PERSPECTIVES FROM JAPAN AND THE U.S. 25,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 243
    PORTLAND,OR97207     		  PC GENERAL SUPPORT 300
    PREPARE THE WAY
    19781 ASTRO PLACE
    BEND,OR97702     		  PC WORKSHOPS ON NAVIGATING PUBLIC SCHOOLS 5,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BOULEVARD 503
    PORTLAND,OR97214     		  PC RAPHAEL HOUSE OF PORTLAND GALA CHALLENGE MATCH 50,000
    RIDE CONNECTION INC
    9955 NE GLISAN
    PORTLAND,OR97220     		  PC LUNCHEON 2020 MATCH 32,000
    ROSE HAVEN
    PO BOX 10405
    PORTLAND,OR97296     		  PC ROSE HAVEN NUTRITION PROGRAM 20,000
    SACRED ART OF LIVING CENTER
    20273 SE REED LANE
    BEND,OR97702     		  PC SUMMER CAMPAIGN MATCHING GIFT AND NEW REVENUE STREAM SUPPORT 15,000
    SCALEHOUSE
    PO BOX 1604
    BEND,OR97709     		  PC SCALEHOUSE EXHIBITIONS AND EDUCATION 7,500
    SCHOOL FOUNDATION INC(DBA-EDUCATION FOUNDATION FOR BEND-LA PINE SCHOOL)
    PO BOX 1436
    BEND,OR97709     		  PC ART & MUSIC CLASSROOM GRANTS & MENTAL HEALTH SUPPORT FOR K-12 EDUCATION 25,000
    SHEPHERD'S HOUSE
    PO BOX 5484
    BEND,OR97708     		  PC DONOR DEVELOPMENT 37,500
    SILVER RAIL ELEMENTARY PTA
    61530 SE STONE CREEK LANE
    BEND,OR97702     		  PC GENERAL SUPPORT 160
    SISTERS FOLK FESTIVAL INC
    PO BOX 3500 PMB 304
    SISTERS,OR97759     		  PC 2019 GENERAL SUPPORT 6,000
    SISTERS OF THE ROAD
    133 NW 6TH AVENUE
    PORTLAND,OR97209     		  PC FULL PLATE PROJECT MATCHING GRANT 25,000
    SKY LAKES FOUNDATION
    2865 DAGGETT AVENUE
    KLAMATH FALLS,OR97601     		  PC OHSU CAMPUS FOR RURAL HEALTH AT SKY LAKES MEDICAL CENTER 200,000
    SPARROW CLUBS USA
    906 NE GREENWOOD AVENUE SUITE 2
    BEND,OR97701     		  PC 2020 SWINGING WITH THE STARS 5,000
    SPOON FOUNDATION
    135 SE MAIN STREET SUITE 201
    PORTLAND,OR97214     		  PC FUNDRAISER DONATION 2019 3,000
    ST ANDREW NATIVITY SCHOOL
    4925 NE 9TH AVENUE
    PORTLAND,OR97211     		  PC HARVESTING SUCCESS DINNER MATCHING GRANT 50,000
    ST ELIZABETH ANN SETON CATHOLIC SCHOOL
    2016 WILLIS LANE
    KELLER,TX76248     		  PC TUITION ASSISTANCE 2019 6,510
    ST FRANCIS OF ASSISI
    47-225 WASHINGTON STREET
    LA QUINTA,CA92253     		  PC 2019 GENERAL OPERATING SUPPORT 4,000
    ST HELENS BAND PATRONS
    2375 GABLE ROAD
    SAINT HELENS,OR97051     		  PC COLUMBIA RIVER WINTER ARTS INVITATIONAL SUPPORT 750
    ST JAMES CATHOLIC CHURCH
    218 W 12TH STREET
    VANCOUVER,WA98660     		  PC GENERAL OPERATING SUPPORT 7,000
    ST MARY'S ACADEMY
    1615 SW FIFTH AVENUE
    PORTLAND,OR97201     		  PC ST. MARY'S MAYBELLE SCHOLARS 50,000
    ST VINCENT DE PAUL BEND
    950 SE THIRD STREET
    BEND,OR97702     		  PC PRESERVE & MAINTAIN AFFORDABLE HOUSING FOR PEOPLE LIVING WITH LOWER INCOMES 20,000
    ST VINCENT DE PAUL PORTLAND COUNCIL
    PO BOX 42157
    PORTLAND,OR97242     		  PC EMERGENCY FUND ASSISTANCE PROGRAM 50,000
    STS PETER AND PAUL CATHOLIC CHURCH
    800 KAHEKA STREET
    HONOLULU,HI96814     		  PC SHAPING THE FUTURE CAMPAIGN 54,000
    SUMMIT HIGH SCHOOL BOOSTER CLUB
    2855 NW CLEARWATER DRIVE
    BEND,OR97703     		  PC SUMMIT HIGH SCHOOL ROBOTICS SUPPORT 2,000
    THE CENTER FOUNDATION
    2200 NE NEFF ROAD
    BEND,OR97701     		  PC MATCHING GRANT TO HELP INCREASE FUNDRAISING CAPACITY 45,000
    THE GEEZER GALLERY
    2701 NW VAUGHN BOX 170
    PORTLAND,OR97210     		  PC CAPTURING TIME FOR LOW-INCOME SENIORS 10,000
    THE HOMEROOM PROJECT INC
    1131 SOUTH AIRPORT CIRCLE SUITE 130
    EULESS,TX76040     		  PC COLLEGIATE SCHOLARSHIP PROGRAM 5,000
    THE LOVE SKILL FOUNDATION INC (TRUSTEESHIP INSTITUTE INC)
    PO BOX 631
    SHUTESBURY,MA01072     		  PC LAKOU MIZIK 8,000
    THE PATHFINDER NETWORK
    2501 SW FIRST AVENUE SUITE 300
    PORTLAND,OR97201     		  PC CENTER FOR FAMILY SUCCESS PROJECT 2020 15,000
    THE PONGO FUND
    PO BOX 9000
    PORTLAND,OR97232     		  PC PONGO ONE: THE PONGO FUND MOBILE VETERINARY HOSPITAL 25,000
    TRANSITION PROJECTS
    665 NW HOYT STREET
    PORTLAND,OR97209     		  PC TRANSITION PROJECTS: THE 50TH ANNIVERSARY 50/50 CHALLENGE 50,000
    TRANSITIONAL YOUTH
    1500 NW 167TH PLACE
    BEAVERTON,OR97006     		  PC HARMONY HOUSE FOR GIRLS 60,000
    TROUT UNLIMITED
    50 SW BOND STREET SUITE 4
    BEND,OR97702     		  PC DESCHUTES RESTORATION OUTREACH PROGRAM 20,000
    TUALATIN RIVERKEEPERS
    11675 SW HAZELBROOK ROAD
    TUALATIN,OR97062     		  PC TUALATIN RIVERKEEPERS CHALLENGE GRANT 25,000
    UNDERDOGS ROCK RESCUE
    9323 SE MILL STREET
    PORTLAND,OR97216     		  PC UNDERDOGS ROCK! RESCUE GENERAL OPERATING FUND 20,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209     		  PC DONOR ACQUISITION PROGRAM EXPANSION 20,000
    UNIVERSITY OF OREGON FOUNDATION
    360 E 10TH AVENUE SUITE 202
    EUGENE,OR97401     		  PC KNIGHT CAMPUS FOR ACCELERATING SCIENTIFIC IMPACT SCHOLARSHIPS 51,400
    UPPER DESCHUTES RIVER COALITION
    PO BOX 3042
    SUNRIVER,OR97707     		  PC CREATING WILDFIRE DEFENSIBLE SPACES AROUND HOMES OF LOW INCOME AND SENIORS 5,000
    URBAN GLEANERS
    PO BOX 6344
    PORTLAND,OR97228     		  PC 2018-2020 PROGRAM AND FUNDRAISING CAPACITY BUILDING PROJECT & GENERAL SUPPORT 64,500
    VIRGINIA GARCIA MEMORIAL FOUNDATION
    PO BOX 6149
    ALOHA,OR97007     		  PC DENTAL EQUIPMENT 25,000
    VOLUNTEERS IN MEDICINE
    2300 NE NEFF ROAD
    BEND,OR97701     		  PC ELECTRONIC MEDICAL RECORDS TO ENHANCE CARE FOR UNINSURED LOW-INCOME PATIENTS 50,000
    VOLUNTEERS OF AMERICA OREGON
    3910 SE STARK STREET
    PORTLAND,OR97214     		  PC FAMILY RELIEF NURSERY - FUNDRAISING CAMPAIGN 30,000
    WHOLELIFE AUTHENTIC CARE
    1000 BONNIE BRAE AVENUE
    FORT WORTH,TX76111     		  PC OPENING CAPITAL ASSETS 50,000
    WORLD MUSE
    2540 NW FRENCH COURT
    BEND,OR97703     		  PC MUSE CLUBS IN SCHOOLS 10,000
    YMCA OF COLUMBIA-WILLAMETTE
    9500 BARBUR BOULEVARD SUITE 200
    PORTLAND,OR97219     		  PC BEAVERTON HOOP YMCA ACQUISITION & EXPANSION 125,000
    YOUNG AUDIENCES OF OREGON INC
    1220 SW MORRISON STREET SUITE 1000
    PORTLAND,OR97205     		  PC TRANSPLANTING THE RIGHT BRAIN INTITIATIVE 25,000
    YOUTH MUSIC PROJECT
    2015 8TH AVENUE
    WEST LINN,OR97068     		  PC TUITION ASSISTANCE PROGRAM 10,000
    YOUTH VILLAGES
    PO BOX 368
    MARYLHURST,OR97036     		  PC YVLIFESET: BRIDGING THE GAP 100,000
    Total .................................bullet 3a 6,679,387
    bApproved for future payment
    ASSISTANCE LEAGUE OF GREATER PORTLAND
    4000 SW 117TH AVENUE
    BEAVERTON,OR97005     		  PC OPERATION SCHOOL BELL 3RD PAYMENT OUTSTANDING 5,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK
    PORTLAND,OR97217     		  PC TRANSFORMING LIVES, BUILDING DREAMS - 3 PAYMENTS OUTSTANDING 750,000
    EDISON HIGH SCHOOL
    9020 SW BEAVERTON HILLSDALE HIGHWAY
    PORTLAND,OR97225     		  PC EDISON HIGH SCHOOL CAPITAL CAMPAIGN OUTSTANDING 2-4 PAYMENT 750,000
    GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON
    9620 SW BARBUR BOULEVARD
    PORTLAND,OR97219     		  PC GIRL SCOUTS LATINA ENGAGEMENT 3RD PAYMENT OUTSTANDING 30,000
    HELPING HANDS REENTRY OUTREACH CENTERS
    PO BOX 413
    SEASIDE,OR97138     		  PC BYBEE LAKES HOPE CENTER 1,000,000
    INCIGHT
    111 SW COLUMBIA STREET SUITE 940
    PORTLAND,OR97201     		  PC INCIGHTFUL TRANSITIONS PROJECT 75,000
    ST VINCENT MEDICAL FOUNDATION
    9205 SW BARNES ROAD MT2111
    PORTLAND,OR97225     		  PC MAYBELLE CLARK MACDONALD RADIATION ONCOLOGY FUND 150,000
    TROUT UNLIMITED
    50 SW BOND STREET SUITE 4
    BEND,OR97702     		  PC DESCHUTES RESTORATION OUTREACH PROGRAM - 2ND & 3RD PAYMENT OUTSTANDING 27,000
    UNIVERSITY OF OREGON FOUNDATION
    360 E 10TH AVENUE SUITE 202
    EUGENE,OR97401     		  PC ATHLETIC EXCELLENCE FUND FOR AUTZEN STADIUM ENHANCEMENTS 700,000
    Total .................................bullet 3b 3,487,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,546  
    4 Dividends and interest from securities....     14 5,654,223  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -2,525,708  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    01 11,598  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,153,659 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,153,659
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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