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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$138,338,394
J 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) 181,724
2 Check bullet.............
3 Interest on savings and temporary cash investments 226 226  
4 Dividends and interest from securities... 3,824,064 3,824,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,496,348
b Gross sales price for all assets on line 6a 85,090,769
7 Capital gain net income (from Part IV, line 2)... 7,496,348
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)....... 1,486 0  
12 Total. Add lines 1 through 11........ 11,503,848 11,320,638  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 240,925 120,463   120,462
14 Other employee salaries and wages...... 60,268 30,134   30,134
15 Pension plans, employee benefits....... 129,094 64,547   64,547
16a Legal fees (attach schedule)......... 423 0   423
b Accounting fees (attach schedule)....... 27,071 0   27,071
c Other professional fees (attach schedule).... 588,515 583,065   5,450
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 209,277 0   0
19 Depreciation (attach schedule) and depletion... 9,144 4,572  
20 Occupancy.............. 7,321 3,661   3,660
21 Travel, conferences, and meetings....... 12,801 6,400   6,401
22 Printing and publications.......... 6,266 3,133   3,133
23 Other expenses (attach schedule)....... 32,826 16,413   16,413
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,323,931 832,388   277,694
25 Contributions, gifts, grants paid....... 5,820,862 5,820,862
26 Total expenses and disbursements. Add lines 24 and 25 7,144,793 832,388   6,098,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,359,055
b Net investment income (if negative, enter -0-) 10,488,250
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 596,575 1,388,557 1,388,557
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) 13,087,662 10,930,805 10,336,643
b Investments—corporate stock (attach schedule)....... 100,425,471 104,593,724 105,421,539
c Investments—corporate bonds (attach schedule)....... 8,323,889 8,405,601 7,738,057
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,579,441 11,062,550 13,245,872
14 Land, buildings, and equipment: basis bullet335,243
Less: accumulated depreciation (attach schedule) bullet127,517 216,870 207,726 207,726
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,229,908 136,588,963 138,338,394
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........... 132,229,908 136,588,963
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)..... 132,229,908 136,588,963
30 Total liabilities and net assets/fund balances (see instructions). 132,229,908 136,588,963
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
132,229,908
2
Enter amount from Part I, line 27a .....................
2
4,359,055
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
136,588,963
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
136,588,963
Form 990-PF (2021)
Form 990-PF (2021)
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 TUALATIN INDUSTRIAL INVESTOR P    
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 83,416,578   76,634,179 6,782,399
b 1,674,191   960,242 713,949
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       6,782,399
b       713,949
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 7,496,348
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 145,787
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- ..... 5 145,787
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 152,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 152,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,241
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,241 RefundedBullet 11 0
Part VI-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 the instructions
for the 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2021)
Form 990-PF (2021)
Page 5
Part VI-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 SANVITALE 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 2021, 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 VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........bullet
d
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 2021? .............
1d
 
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 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?....................
2a
 
No
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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
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 2021? ..
4b
 
No
Form 990-PF (2021)
Form 990-PF (2021)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........bullet
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
MONIQUE M SANVITALE PRESIDENT
30.00
170,894 54,792 0
PO BOX 1496
BEND,OR97709
CLARK C MUNRO CHAIRMAN
20.00
48,000 13,551 0
PO BOX 1496
BEND,OR97709
MAURIE M MUNRO SECRETARY
4.00
13,113 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
3,000 0 0
PO BOX 1496
BEND,OR97709
GARY BRANDEN DIRECTOR
2.00
3,000 0 0
PO BOX 1496
BEND,OR97709
GENE D'AUTREMONT DIRECTOR
2.00
0 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
60,268 37,803 600
PO BOX 1496
BEND,OR97709
Total number of other employees paid over $50,000...................bullet 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 7
Part VII
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 415,480
1001 SW FIFTH AVENUE
PORTLAND,OR97204
BECKER CAPITAL MANAGEMENT INVESTMENT ADVISORY 166,990
1211 SW FIFTH AVENUE
PORTLAND,OR97204
Total number of others receiving over $50,000 for professional services.............bullet0
Part VIII-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 VIII-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 (2021)
Form 990-PF (2021)
Page 8
Part IX
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
155,389,210
b
Average of monthly cash balances.......................
1b
1,781,997
c
Fair market value of all other assets (see instructions)................
1c
103,863
d
Total (add lines 1a, b, and c).........................
1d
157,275,070
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
157,275,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,359,126
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
154,915,944
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,745,797
Part X
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 IX, line 6..................
1
7,745,797
2a
Tax on investment income for 2021 from Part V, line 5.......
2a
145,787
b
Income tax for 2021. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
145,787
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,600,010
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,600,010
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 XII, line 1 ...
7
7,600,010
Part XI
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
6,098,556
b
Program-related investments—total from Part VIII-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 XII, line 4.
4
6,098,556
Form 990-PF (2021)
Form 990-PF (2021)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1 Distributable amount for 2021 from Part X, line 7 7,600,010
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2021:
a From 2016......  
b From 2017......  
c From 2018......  
d From 2019......  
e From 2020...... 200,610
f Total of lines 3a through e ........ 200,610
4Qualifying distributions for 2021 from Part
XI, line 4: bullet$ 6,098,556
a Applied to 2020, but not more than line 2a 0
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 2021 distributable amount..... 6,098,556
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2021. 200,610 200,610
(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 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022 ..........
1,300,844
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 2016 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2017....  
b Excess from 2018....  
c Excess from 2019....  
d Excess from 2020....  
e Excess from 2021....  
Form 990-PF (2021)
Form 990-PF (2021)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2021, 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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2021 (b) 2020 (c) 2019 (d) 2018
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 (2021)
Form 990-PF (2021)
Page 11
Part XIV
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

ADELANTE MUJERES

2030 MAIN STREET SUITE A
FOREST GROVE,OR97116
  PC COVID-19 GENERAL OPERATING SUPPORT 40,000

ASSISTANCE LEAGUE OF BEND

P O BOX 115
BEND,OR97709
  PC SENIOR CARING & OPERATION SCHOOL BELL - MATCHING GRANT 29,500

BEND HIGH SCHOOL

230 NE 6TH STREET
BEND,OR97701
  PC BEND HIGH AUDIO SYSTEMS UPGRADE 50,000

BOY SCOUTS OF AMERICA

3039 HANLEY ROAD
CENTRAL POINT,OR97502
  PC CRATER LAKE COUNCIL, BOY SCOUTS OF AMERICA "VALUES. SERVICE. ACHIEVEMENT." CAMPAIGN 10,000

BOYS AND GIRLS AID SOCIETY OF OREGON

9320 SW BARBUR BOULEVARD SUITE 200
PORTLAND,OR97219
  PC CYPRESS HOUSE OUTDOOR PLAY AREA 17,500

BRADLEY ANGLE

5432 N ALBINA AVENUE
PORTLAND,OR97217
  PC 2021 GIVE! GUIDE CHALLENGE GRANT 20,000

BRIDGE MEADOWS

8502 N WAYLAND AVENUE
PORTLAND,OR97203
  PC FLOURISHING TOGETHER: BUILDING COMMUNITY ACROSS GENERATIONS 25,000

BEND SENIOR HIGH BOOSTER CLUB

230 NE 6TH STREET
BEND,OR97701
  PC BSH SAFE AND SOBER GRAD PARTY 1,000

CAREER TECHNICAL EDUCATION CENTER

3501 PORTLAND ROAD NE
SALEM,OR97301
  PC ADVANCED PROGRAMMING FOR DRONES, ROBOTICS, AND AI 45,000

CASA FOR CHILDREN INC

1401 NE 68TH AVENUE
PORTLAND,OR97213
  PC NO CHILD ALONE INITIATIVE 75,000

CASA OF CLACKAMAS COUNTY

421 HIGH STREET SUITE 108
OREGON CITY,OR97045
  PC ANNUAL APPEAL CHALLENGE MATCH TO SUPPORT FOSTER CHILDREN IN CLACKAMAS COUNTY 20,000

CASCADIA TECHNICAL ACADEMY FOUNDATION

12200 NE 28TH STREET
VANCOUVER,WA98682
  PC SCHOLARSHIPS SUPPORTING TECHNICALLY SKILLED CAREERS 15,000

CATHOLIC CHARITIES

2740 SE POWELL BOULEVARD 5
PORTLAND,OR97202
  PC GERMAINE'S CAFE - CAPITAL REQUEST FOR BUILD OUT 50,000

CENTER FOR HOPE & SAFETY

605 CENTER STREET NE
SALEM,OR97301
  PC HOPE PLAZA 50,000

CENTER VALLEY ANIMAL RESCUE

11900 CENTER ROAD
QUILCENE,WA98376
  PC 2021 GENERAL OPERATION SUPPORT 20,000

CENTRAL OREGON COMMUNITY COLLEGE FOUNDATION

2600 NW COLLEGE WAY
BEND,OR97701
  PC NANCY R. CHANDLER LECTURE SERIES 15,000

CENTRAL OREGON VOLLEYBALL CLUB

13275 SW AYERS LANE
POWELL BUTTE,OR97753
  PC GENERAL OPERATING SUPPORT 5,000

CHILDREN'S CANCER ASSOCIATION

1200 NW NAITO PARKWAY SUITE 140
PORTLAND,OR97209
  PC FALL/WINTER FUNDRAISING CAMPAIGN MATCH FOR THE CHILDRENS CANCER ASSOCIATION 25,000

CHILDREN'S CENTER

1713 PENN LANE
PORTLAND,OR97045
  PC 2021 YEAREND CAMPAIGN MATCH 25,000

CHILDREN'S COURSE

19825 RIVER ROAD
GLADSTONE,OR97027
  PC INCREASE MENTORSHIP, LIFE SKILLS & HEALTHY HABITS CLASSES IN THE YOUTH CENTER AT THE CAMPBELL COURSE 20,000

CIRCUS PROJECT

1420 NW 17TH SUITE 388
PORTLAND,OR97209
  PC THE CIRCUS PROJECT: ENSURING ACCESS TO THE TRANSFORMATIVE POWER OF CIRCUS ARTS 25,000

CITY KIDS ADVENTURES

PO BOX 830655
SAN ANTONIO,TX78283
  PC CITY KIDS ADVENTURES & GENERAL FUNDS 15,000

CLASSROOM LAW PROJECT

1300 SW 6TH AVENUE SUITE 190
PORTLAND,OR97201
  PC THE CLASSROOM LAW PROJECT OREGON REACH CHALLENGE 30,000

COMMUNITY WAREHOUSE

3969 NE MARTIN LUTHER KING JR
BOULEVARD
PORTLAND,OR97212
  PC YEAR-END CHALLENGE MATCH 30,000

CROOK COUNTY HISTORY CENTER

246 N MAIN STREET
PRINEVILLE,OR97754
  PC BOWMAN MUSEUM CAPITAL CAMPAIGN 50,000

DESCHUTES CHILDREN'S FOUNDATION

1010 NW 14TH STREET
BEND,OR97703
  PC STAFF AND COMMUNITY MEETING ROOM TECHNOLOGY IMPROVEMENTS & SUPPORT OF 2021 EVENT 5,000

DESCHUTES LAND TRUST

210 NW IRVING SUITE 102
BEND,OR97701
  PC RIMROCK RANCH UPLAND RESTORATION AND WILDFIRE MITIGATION 20,000

DESCHUTES RIVER ALLIANCE

5520 S MACADAM AVENUE SUITE 200
PORTLAND,OR97239
  PC DRA ENVIRONMENTAL ADVOCACY PLAN & 2022 GENERAL SUPPORT DONATION 36,000

DISJECTA CONTEMPORARY ART CENTER

8371 N INTERSTATE AVENUE
PORTLAND,OR97217
  PC DISJECTA GROWTH DONOR INCREASE MATCH 10,000

ELEVATE NEPAL

PO BOX 391
FLAGSTAFF,AZ86002
  PC 2021 DONATION 3,000

EVANS SCHOLARS FOUNDATION

ONE BRIAR ROAD
GOLF,IL60029
  PC 2021 EVANS CUP OF OREGON 60,000

FINANCIAL BEGINNINGS OREGON

2705 E BURNSIDE STREET 214
PORTLAND,OR97214
  PC FINANCIAL EMPOWERMENT FELLOWSHIP 20,000

FRIENDS OF HOPEWELL HOUSE

6171 SW CAPITOL HIGHWAY
PORTLAND,OR97239
  PC HOPEWELL HOUSE: OUR REGIONS ONLY RESIDENTIAL END-OF-LIFE FACILITY 75,000

FRIENDS OF THE CHILDREN CENTRAL OREGON

PO BOX 6028
BEND,OR97708
  PC FRIENDS OF THE CHILDREN CENTRAL OREGON (FOTCCO) BOARD TRAINING 10,000

FRIENDS OF ZENGER FARMS

11741 SE FOSTER ROAD
PORTLAND,OR97266
  PC YEAR-END FUNDRAISING MATCH AND GENERAL OPERATING SUPPORT 10,000

FULL CIRCLE PROGRAMS

15995 SW 74TH AVENUE 200
TIGARD,OR97224
  PC 2022 GENERAL SUPPORT 5,000

GHOST TREE INVITATIONAL

711 NE BUTLER MARKET ROAD
BEND,OR97701
  PC 2022 EVENT SUPPORT & 2021-071 2021 GHOST TREE SUPPORT 6,382

GIRLS INC

4800 SW MACADAM AVENUE SUITE 309
PORTLAND,OR97239
  PC SUPPORTING GIRLS THROUGH GIRLS GROUPS, EUREKA, LEADERSHIP COUNCIL, AND HOMEWORK HELP 25,000

GRANDMA'S HOUSE

PO BOX 6372
BEND,OR97708
  PC COPY MACHINE AND OPERATING COST 20,000

GRANT COUNTY RODEO AND COWBOY HERITAGE

241 E MAIN
JOHN DAY,OR97845
  PC 2021 SCHOLARSHIP FUND 3,000

GROTTO

PO BOX 20008
PORTLAND,OR97294
  PC OPERATING SUPPORT 25,000

GUARDIAN GROUP

20380 HALFWAY ROAD SUITE 1
BEND,OR97703
  PC MULTI-YEAR OFFENSE EXPANSION 25,000

HABITAT FOR HUMANITY

1478 NE KILLINGSWORTH STREET
PORTLAND,OR97211
  PC STABILIZING VULNERABLE FAMILIES THROUGH CRITICAL HOME REPAIRS & GROWING WOMEN BUILDS IMPACT 80,000

HABITAT FOR HUMANITY OF LA PINE

PO BOX 3364
SUNRIVER,OR97707
  PC SAFE CONSTRUCTION, AFFORDABLE HOMES: LA PINE'S PUTNEY PLACE 2020-2022 25,000

HOLY CROSS CATHOLIC SCHOOL

5202 N BOWDOIN STREET
PORTLAND,OR97203
  PC HOLY CROSS CATHOLIC SCHOOL TUITION ASSISTANCE FOR ELEMENTARY STUDENTS 50,000

HOLY FAMILY CATHOLIC SCHOOL

7425 SE CESAR E CHAVEZ BOULEVARD
PORTLAND,OR97202
  PC EQUITY IN ACCESS TO EDUCATIONAL OPPORTUNITIES 25,000

HOME BUILDERS FOUNDATION

15555 SW BANGY ROAD SUITE 301
LAKE OSWEGO,OR97035
  PC HBF WORKFORCE DEVELOPMENT PLAN 15,000

IMPACT NORTHWEST

1785 NE SANDY BOULEVARD SUITE 200
PORTLAND,OR97232
  PC IMPACT NW'S HOMELESSNESS PREVENTION FUND 30,000

JULIETTE'S HOUSE

1075 SW CEDARWOOD AVENUE
MCMINNVILLE,OR97128
  PC THRIVING COMMUNITIES THROUGH ENDING CHILD ABUSE & NEGLECT & COALITION STRENGTHENING 55,000

KIDS CENTER

1375 NW KINGSTON AVENUE
BEND,OR97701
  PC MATCHING GRANT FOR CORK & BARREL 2021 30,000

LA SALLE CATHOLIC COLLEGE PREPARATORY

11999 SE FULLER ROAD
MILWAUKIE,OR97222
  PC CATHOLIC COLLEGE PREP EDUCATION ACCESS FOR ALL STUDENTS 16,000

LATINO NETWORK

410 NE 18TH AVENUE
PORTLAND,OR97232
  PC LA PLAZA ESPERANZA 150,000

LIFE EXPANDING ADVENTURE PROGRAM

806 SW BROADWAY SUITE 300
PORTLAND,OR97205
  PC YEAR END GIVING CHALLENGE 2021 25,000

LIFEWORKS NW

5415 SW WESTGATE DRIVE
PORTLAND,OR97221
  PC PORTLAND'S ORIGINAL IRON CHEF 2021 - BENEFITING OUR RELIEF NURSERY PROGRAMS 20,000

LITERARY ARTS INC

224 NW 13TH AVENUE SUITE 306
PORTLAND,OR97209
  PC PORTLAND ARTS & LECTURES 2021 8,000

MARYHILL MUSEUM OF ART

35 MARYHILL MUSEUM OF ART DRIVE
GOLDENDALE,WA98625
  PC THE COLUMBIA RIVER: WALLULA TO THE SEA EXHIBITION 10,000

MAUPIN AREA CHAMBER ENDOWMENT

PO BOX 220
MAUPIN,OR97037
  PC DESCHUTES RIVER ATHLETIC COMPLEX 125,000

MAURICE LUCAS FOUNDATION

PO BOX 1661
LAKE OSWEGO,OR97035
  PC MATCHING GIFT REQUEST FOR GALA TO SUPPORT STUDENT SUCCESS 30,000

MAYBELLE CENTER

121 NW 6TH AVENUE
PORTLAND,OR97209
  PC MAYBELLE CENTER 30TH ANNIVERSARY MATCH & GIFT FOR 30TH ANNIVERSARY 70,000

MEALS ON WHEELS PEOPLE

7710 SW 31ST AVENUE
PORTLAND,OR97219
  PC MEALS ON WHEELS PEOPLE EASTSIDE EXPANSION CAPITAL CAMPAIGN 250,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON COURT
TIGARD,OR97224
  PC CAMPAIGN: MOBILE HEALTH CLINIC VEHICLE REPLACEMENT TO PROVIDE HEALTH CARE TO VULNERABLE OREGONIANS 50,000

MERRY HEART CHILDREN'S CAMP

PO BOX 80413
PORTLAND,OR97280
  PC HEART CAMP PROGRAM SUPPORT 6,000

METROPOLITAN FAMILY SERVICES

1808 SE BELMONT STREET
PORTLAND,OR97214
  PC MFS CASH OREGON, EITC ACCESS AND TAX SUPPORT NETWORK 30,000

MOSAIC MEDICAL

375 NW BEAVER STREET SUITE 101
PRINEVILLE,OR97754
  PC A CAPITAL CAMPAIGN TO EXPAND RURAL HEALTHCARE IN JEFFERSON COUNTY 75,000

MOTIV8 FOUNDATION

PO BOX 256651
HONOLULU,HI96825
  PC GENERAL OPERATING SUPPORT 5,000

MOUNTAINSTAR FAMILY RELIEF NURSERY

2125 NE DAGGETT LANE
BEND,OR97701
  PC YEAR END APPEAL MATCHING GRANT 50,000

MUSIC WORKSHOP

4804 SW SCHOLLS FERRY ROAD
PORTLAND,OR97225
  PC EXPANDING MUSIC WORKSHOPS K-8 MUSIC EDUCATION CULTURE SERIES: MUSIC FROM THE CONTINENT OF ASIA 25,000

NATIVE FISH SOCIETY

813 7TH STREET SUITE 200A
OREGON CITY,OR97045
  PC WILD FISH FUTURE - A LOWER DESCHUTES RIVER PROJECT & 2021 DONATION 36,000

NEIGHBOR IMPACT

2303 SW FIRST STREET
REDMOND,OR97756
  PC NEIGHBOR IMPACT FOOD BANK WAREHOUSE EXPANSION 125,000

NEIGHBORHOOD HOUSE

7780 SW CAPITOL HIGHWAY
PORTLAND,OR97219
  PC NEIGHBORHOOD HOUSE (NH) DEVELOPMENT CAPACITY-BUILDING INITIATIVE 20,000

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA STREET
PORTLAND,OR97201
  PC ANNUAL-FUND CAMPAIGN / COVID-19 PANDEMIC RESPONSE 30,000

NOLAN CATHOLIC

4501 BRIDGE STREET
FORT WORTH,TX76103
  PC NOLAN SENIOR SHOW FUNDRAISING GALA & NOLAN ACADEMIC PROJECTS 53,500

NORTH CLACKAMAS SCHOOL DISTRICT

12400 SE FREEMAN WAY
MILWAUKIE,OR97222
  PC SABIN-SCHELLENBERG PROFESSIONAL TECHNICAL CENTER SCHOLARSHIP FUND REVITALIZATION 15,200

NORTHWEST CATHOLIC COUNSELING CENTER

8383 NE SANDY BOULEVARD SUITE 205
PORTLAND,OR97220
  PC PANDEMIC FOCUSED MENTAL HEALTH CARE FOR LOW-INCOME PEOPLE & CIRCLE OF STRENGTH CHALLENGE GRANT 45,000

NORTHWEST HOUSING ALTERNATIVES

2316 SE WILLARD STREET
MILWAUKIE,OR97222
  PC SUPPORTING EDUCATIONAL SUCCESS FOR LOW-INCOME FAMILIES AFFECTED BY COVID-19 25,000

OREGON HEALTH & SCIENCE UNIVERSITY

2020 SW 4TH AVENUE SUITE 900
PORTLAND,OR97201
  PC OHSU MOORE INSTITUTE FOR NUTRITION AND WELLNESS - RURAL EXPANSION 50,000

OLYMPIC PENINSULA HUMANE SOCIETY

2105 W HIGHWAY 101
PORT ANGELES,WA98363
  PC 2021 GENERAL SUPPORT 10,000

OPEN SCHOOL

16570 SE OAK STREET
PORTLAND,OR97233
  PC OPEN SCHOOL EAST - STRENGTHENING INTERVENTIONS & SUPPORTS TO MEET UNPRECEDENTED NEED 50,000

OREGON BALLET THEATER

720 S BANCROFT STREET
PORTLAND,OR97239
  PC OBT POINTE SOCIETY DONORS: CHALLENGE/MATCHING GRANT 25,000

OREGON COAST AQUARIUM

2820 SE FERRY SLIP ROAD
NEWPORT,OR97365
  PC CAPITAL IMPROVEMENTS IN THREE INDOOR GALLERIES 300,000

OREGON FOOD BANK

7900 NE 33RD DRIVE
PORTLAND,OR97211
  PC RURAL AND TRIBAL FOOD ACCESS EXPANSION 100,000

OREGON HARBOR OF HOPE

1616 NW 13TH AVENUE
PORTLAND,OR97209
  PC OREGON HARBOR OF HOPE MOBILE SERVICES FOR THE HOMELESS 50,000

OREGON HUMANITIES

610 SW ALDER STREET 1111
PORTLAND,OR97205
  PC CONNECTING OREGONIANS ACROSS DIFFERENCE IN OUR FIFTIETH YEAR 50,000

OREGON MUSIC EDUCATION ASSOCIATION

560 NE F STREET SUITE APMB 732
GRANTS PASS,OR97526
  PC 2022 OSM SPONSORSHIP 2,500

OREGON PARTNERSHIP - LINES OF LIFE

5100 S MACADAM AVENUE SUITE 400
PORTLAND,OR97239
  PC LINES FOR LIFE 2022 ALWAYS HOPE GALA 10,000

OREGON STATE UNIVERSITY FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333
  PC ENDOWMENT FOR A DIRECTOR OF INDIGENOUS INITIATIVES IN NATURAL RESOURCES 600,000

OUR LADY OF LOURDES CATHOLIC PARISH

4723 NW FRANKLIN STREET
VANCOUVER,WA98663
  PC PARISH SUPPORT 2021 15,000

PACIFIC RIVER COUNCIL

1130 SW MORRISON
PORTLAND,OR97205
  PC THE LOST SALMON: FILM AND IMPACT CAMPAIGN 15,000

PAID IN FULL OREGON

5244 SE PINE STREET
HILLSBORO,OR97123
  PC CORBAN UNIVERSITY EXTENSION IN THE OREGON DEPARTMENT OF CORRECTIONS (PIFO) 10,000

PCC FOUNDATION INC

PO BOX 19000
PORTLAND,OR97280
  PC PCC BIG GIVE DAY CHALLENGE MATCH 30,000

PORTLAND ART MUSEUM

1219 SW PARK AVENUE
PORTLAND,OR97205
  PC PORTLAND ART MUSEUM CONNECTION CAMPAIGN 60,000

PORTLAND INSIGHT MEDITATION COMMUNITY

6536 SE DUKE STREET
PORTLAND,OR97206
  PC SAFETY AND INCLUSIVITY UPDATES TO PIMC FACILITY: ENSURING ACCESS TO AWAKENING 25,000

PORTLAND PLAYHOUSE

602 NE PRESCOTT STREET
PORTLAND,OR97211
  PC PORTLAND PLAYHOUSE PURCHASE: SECURING THE FUTURE OF THE KING NEIGHBORHOOD ARTS CENTER 15,000

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208
  PC PRM DEVELOPMENT CAPACITY EXPANSION PROJECT 25,000

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 243
PORTLAND,OR97207
  PC PORTLAND STATE UNIVERSITY SCHOOL OF BUSINESS ATMOS PROGRAM 40,000

PORTLAND SUMMER FEST

PO BOX 4084
PORTLAND,OR97208
  PC OPERA IN THE PARK 20TH ANNIVERSARY CELEBRATION 8,000

PROJECT LEMONADE

PO BOX 96144
PORTLAND,OR97296
  PC FOSTER THE FUTURE OF OREGON'S FOSTER YOUTH 50,000

PROTO-CATHEDRAL OF ST JAMES THE GREATER

218 W 12TH STREET
VANCOUVER,WA98660
  PC GENERAL OPERATING SUPPORT 20,000

REGIS ST MARY CATHOLIC SCHOOL

550 W REGIS STREET
STAYTON,OR97383
  PC BUILDING OUR FUTURE 50,000

RELIEF NURSERY INC

1720 WEST 25TH AVENUE
EUGENE,OR97405
  PC MOMENTUM! 5,960

RETURNING VETERANS PROJECT

PO BOX 14035
PORTLAND,OR97293
  PC QUALITY CARE FOR VETERANS AND FAMILIES 20,000

RONALD MCDONALD HOUSE CHARITIES

2620 N COMMERCIAL AVENUE
PORTLAND,OR97227
  PC RONALD MCDONALD HOUSE OF BEND CAPITAL CAMPAIGN 50,000

SANTIAM CANYON WILDFIRE RELIEF FUND

1401 NORTH 10TH AVENUE
STAYTON,OR97383
  PC HOUSEHOLD SUPPLIES FOR WILDFIRE SURVIVORS 50,000

SAVE A WARRIOR

3953 E DANVILLE ROAD
HILLSBORO,OH45133
  PC GENERAL SUPPORT 5,500

SERENITY LANE

1 SERENITY LANE
COBURG,OR97408
  PC SPIRITUAL CENTER 25,000

SILVER RAIL PTA

61530 SE STONE CREEK LANE
BEND,OR97702
  PC 7TH ANNUAL SILVER RAIL OLYMPICS 1,000

SISTERS FOLK FESTIVAL

PMB 304 204 W ADAMS AVENUE SUITE
101
SISTERS,OR97759
  PC 2021 DONATION 6,000

SOUTHERN WASCO COUNTY LIBRARY

507 GRANT AVENUE
MAUPIN,OR97037
  PC MAUPIN 100 CENTENNIAL PROJECT 13,500

SPECIAL OLYMPICS OREGON

8313 SW CIRRUS DRIVE
BEAVERTON,OR97008
  PC 2022 SPECIAL OLYMPICS ORLANDO & POLAR PLUNGE 2022 DONATION 4,500

SPOON FOUNDATION

135 SE MAIN STREET SUITE 201
PORTLAND,OR97214
  PC GENERAL SUPPORT 2022 & DONATION 18,000

ST FRANCIS OF ASSISI

47-225 WASHINGTON STREET
LA QUINTA,CA92253
  PC PLEDGE FOR GENERAL OPERATING SUPPORT AT ANNUAL AUCTION 2,820

ST MARY'S ACADEMY

1615 SW 5TH AVENUE
PORTLAND,OR97201
  PC ST. MARYS ACADEMY MAYBELLE SCHOLARS 50,000

ST VINCENT DE PAUL

950 SE THIRD STREET
BEND,OR97702
  PC MICRO VILLAGE HOUSING EXPANSION AND PROGRAM FOR LOWER-INCOME INDIVIDUALS 20,000

ST VINCENT MEDICAL FOUNDATION

9205 SW BARNES ROAD
PORTLAND,OR97225
  PC CANCER RESEARCH - CREATING HOPE 10,000

STS PETER AND PAUL CATHOLIC CHURCH

800 KAHEKA STREET
HONOLULU,HI96814
  PC SHAPING THE FUTURE CAMPAIGN 50,000

THE FRESHWATER TRUST

700 SW TAYLOR STREET SUITE 200
PORTLAND,OR97205
  PC DESCHUTES RIVER BASIN INITIATIVE MAXIMIZING INVESTMENTS TO IMPROVE WATER QUANTITY AND QUALITY 25,000

THE GIVING PLATE

1245 SE 3RD STREET SUITE C7
BEND,OR97702
  PC THE GIVING PLATE CAPITAL CAMPAIGN 500,000

THE LATINO COMMUNITY ASSOCIATION

2680 NE TWIN KNOLLS DRIVE SUITE 110
BEND,OR97701
  PC GROWING DONOR SUPPORT FOR SUSTAINED COMMUNITY IMPACT 25,000

TRANSITION PROJECTS INC

665 NW HOYT STREET
PORTLAND,OR97209
  PC JEAN'S PLACE - PORTLAND'S FIRST PERMANENT WOMEN'S SHELTER: MARKING 25 YEARS 25,000

TRANSITIONAL YOUTH

1500 NW 167TH PLACE
BEAVERTON,OR97006
  PC GENERAL SUPPORT & SUSTAINABILITY AND LIFE SKILLS THROUGH AGRICULTURE 45,000

TRILLIUM FAMILY SERVICES

3415 SE POWELL BLVD
PORTLAND,OR97202
  PC HEART OF THE VALLEY CAMPAIGN 25,000

TUALITY HEALTHCARE FOUNDATION

335 SE 8TH AVENUE
HILLSBORO,OR97123
  PC SALUD 10,000

UNION GOSPEL MISSION

3 NW THIRD AVENUE
PORTLAND,OR97209
  PC THE JOURNEY HOME - A NEW CENTER FOR WOMEN AND THEIR CHILDREN 100,000

UNIVERSITY OF OREGON FOUNDATION

360 E 10TH AVENUE SUITE 202
EUGENE,OR97401
  PC THE JAKE PROJECT & OREGON LEGENDS SUPPORT & SUPPORT OF CLUB HOCKEY TEAM & GOLF TOURNAMENT 197,500

UPPER DESCHUTES RIVER COALITION

PO BOX 3042
SUNRIVER,OR97707
  PC CREATION OF DEFENSIBLE SPACES TO REDUCE THE THREAT OF WILDFIRES IN SOUTH DESCHUTES COUNTY 30,000

VOLUNTEERS OF AMERICA OREGON

3910 SE STARK STREET
PORTLAND,OR97214
  PC 2021 DEPRIEST AWARD APPEAL MATCH & VOA OREGON FAMILY RELIEF NURSERY 50,000

WELFARE FOR ANIMALS GUILD

751 MCCOMB ROAD
SEQUIM,WA98382
  PC 2021 GENERAL OPERATION SUPPORT 20,000

WILD FISH CONSERVANCY

PO BOX 402
DUVALL,WA98019
  PC A TRANSITION TO ECOLOGICALLY AND ECONOMICALLY RESILIENT COMMERCIAL FISHERIES ON THE COLUMBIA RIVER 25,000

WILLAMETTE EDUCATION SERVICE DISTRICT

1200 LANCASTER DRIVE NE
SALEM,OR97301
  PC WILLAMETTE CAREER ACADEMY: BRINGING WORK TO LIFE 45,000

WORLD OREGON

1207 SW BROADWAY SUITE 300
PORTLAND,OR97205
  PC 2021 DONATION MATCH 5,000

YELLOW DOG COMMUNITY & CONSERVATION

213 S WILSON AVENUE
BOZEMAN,MT59715
  PC PUNTA ALLEN SCHOOL PLAYGROUND 4,000

YOUNG MUSICIANS AND ARTISTS

PO BOX 9128
PORTLAND,OR97207
  PC DIVERSITY, EQUITY AND INCLUSION: ARTS AND EDUCATION ACCESS FOR DISADVANTAGED YOUTH 2022 13,000

YOUTH CHARITY LEAGUE

4931 SW 76TH AVENUE
PORTLAND,OR97225
  PC RAISING SOCIALLY CONSCIOUS KIDS 2,500

YOUTH MUSIC PROJECT

2015 8TH AVENUE
WEST LINN,OR97068
  PC TUITION ASSISTANCE FUND 10,000

YOUTH VILLAGES

PO BOX 368
MARYLHURST,OR97036
  PC EXPANDING AND SUSTAINING TRANSITIONAL SUPPORT FOR FOSTER YOUTH 50,000
Total ................................. bullet3a 5,820,862
bApproved for future payment

ADELANTE MUJERES
2030 MAIN STREET SUITE A
FOREST GROVE,OR97116
  PC COVID-19 GENERAL OPERATING SUPPORT 40,000

CASCADIA TECHNICAL ACADEMY FOUNDATION
12200 NE 28TH STREET
VANCOUVER,WA98682
  PC SCHOLARSHIPS SUPPORTING TECHNICALLY SKILLED CAREERS 30,000

CENTRAL OREGON COMMUNITY COLLEGE FOUNDATION
2600 NW COLLEGE WAY
BEND,OR97701
  PC NANCY R. CHANDLER LECTURE SERIES 30,000

GUARDIAN GROUP
20380 HALFWAY ROAD SUITE 1
BEND,OR97703
  PC MULTI-YEAR OFFENSE EXPANSION 25,000

HABITAT FOR HUMANITY
1478 NE KILLINGSWORTH STREET
PORTLAND,OR97211
  PC STABILIZING VULNERABLE FAMILIES THROUGH CRITICAL HOME REPAIRS 60,000

HELPING HANDS
PO BOX 413
SEASIDE,OR97138
  PC BYBEE LAKES HOPE CENTER 250,000

HOLY CROSS CATHOLIC SCHOOL
5202 N BOWDOIN STREET
PORTLAND,OR97203
  PC HOLY CROSS CATHOLIC SCHOOL TUITION ASSISTANCE FOR ELEMENTARY STUDENTS 200,000

HOME BUILDERS FOUNDATION
15555 SW BANGY ROAD SUITE 301
LAKE OSWEGO,OR97035
  PC HBF WORKFORCE DEVELOPMENT PLAN 30,000

LIBERTY HOUSE
2685 4TH STREET NE
SALEM,OR97301
  PC HEALTH CARE FOR ABUSED CHILDREN: THE PEDIATRIC NURSE PRACTITIONER 40,000

MERRY HEART CHILDREN'S CAMP
PO BOX 80413
PORTLAND,OR97280
  PC HEART CAMP PROGRAM SUPPORT 12,000

NATIVE FISH SOCIETY
813 7TH STREET SUITE 200A
OREGON CITY,OR97045
  PC WILD FISH FUTURE - A LOWER DESCHUTES RIVER PROJECT 40,000

OREGON HEALTH & SCIENCE UNIVERSITY
2020 SW 4TH AVENUE SUITE 900
PORTLAND,OR97201
  PC OHSU MOORE INSTITUTE FOR NUTRITION AND WELLNESS - RURAL EXPANSION 50,000

OPEN SCHOOL
16570 SE OAK STREET
PORTLAND,OR97233
  PC OPEN SCHOOL EAST - STRENGTHENING INTERVENTIONS & SUPPORTS TO MEET UNPRECEDENTED NEED 100,000

PAID IN FULL OREGON
5244 SE PINE STREET
HILLSBORO,OR97123
  PC CORBAN UNIVERSITY EXTENSION IN THE OREGON DEPARTMENT OF CORRECTIONS (PIFO) 20,000

PORTLAND ART MUSEUM
1219 SW PARK AVENUE
PORTLAND,OR97205
  PC PORTLAND ART MUSEUM CONNECTION CAMPAIGN 240,000

REGIS ST MARY CATHOLIC SCHOOL
550 W REGIS STREET
STAYTON,OR97383
  PC BUILDING OUR FUTURE 100,000

RISING STARS PRESCHOOL
51605 COACH ROAD
LA PINE,OR97739
  PC OPERATIONAL EXPENSES FOR MULTI YEAR (2 YEARS) 15,000

ST ANDREW NATIVITY SCHOOL
4925 NE 9TH AVENUE
PORTLAND,OR97211
  PC CAPITAL CAMPAIGN SUPPORT 100,000

THE GIVING PLATE
1245 SE 3RD STREET SUITE C7
BEND,OR97702
  PC THE GIVING PLATE CAPITAL CAMPAIGN 500,000

UPPER DESCHUTES RIVER COALITION
PO BOX 3042
SUNRIVER,OR97707
  PC CREATION OF DEFENSIBLE SPACES TO REDUCE THE THREAT OF WILDFIRES IN SOUTH DESCHUTES COUNTY 60,000
Total .................................bullet 3b 1,942,000
Form 990-PF (2021)
Form 990-PF (2021)
Page 12
Part XV-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     14 3,824,064  
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 226  
4 Dividends and interest from securities ....          
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 7,496,348  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS
    01 1,486  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 11,322,124 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,322,124
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2021)
Form 990-PF (2021)
Page 13
Part XVI
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 instructions.
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 (2021)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description