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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE AUTZEN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3709   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

93-6021333
B Telephone number (see instructions)

(503) 226-6051
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,983,565J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 627,554 627,554  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 489,491
b Gross sales price for all assets on line 6a 546,746
7 Capital gain net income (from Part IV, line 2)... 489,491
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).......      
12 Total. Add lines 1 through 11........ 1,117,045 1,117,045  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,975 298   2,677
14 Other employee salaries and wages...... 39,000 12,987   26,013
15 Pension plans, employee benefits....... 3,764 1,678   2,086
16a Legal fees (attach schedule)......... Click to see attachment 2,308 1,154   1,154
b Accounting fees (attach schedule)....... Click to see attachment 14,847 7,423   7,424
c Other professional fees (attach schedule).... Click to see attachment 1,245 414   831
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,630 2,762   1,122
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,412 10,206   10,206
21 Travel, conferences, and meetings....... 94 47   47
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,638 6,174   6,464
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,913 43,143   58,024
25 Contributions, gifts, grants paid........ 1,286,112 1,286,112
26 Total expenses and disbursements. Add lines 24 and 25 1,398,025 43,143   1,344,136
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -280,980
b Net investment income (if negative, enter -0-) 1,073,902
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 111,523 4,612 4,612
2 Savings and temporary cash investments.......... 283,155 121,539 121,539
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........... 20,972 10,226 10,226
10a Investments—U.S. and state government obligations (attach schedule) 1,923,932 Click to see attachment1,805,355 2,403,886
b Investments—corporate stock (attach schedule)........ 6,776,622 Click to see attachment6,904,030 25,311,169
c Investments—corporate bonds (attach schedule)........ 107,040 Click to see attachment99,002 132,133
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,223,244 8,944,764 27,983,565
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 bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 9,223,244 8,944,764
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 9,223,244 8,944,764
31 Total liabilities and net assets/fund balances (see instructions).. 9,223,244 8,944,764
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 9,223,244
2 Enter amount from Part I, line 27a..................... 2 -280,980
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,500
4 Add lines 1, 2, and 3.......................... 4 8,944,764
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 30. 6 8,944,764
Form 990-PF (2014)
Form 990-PF (2014)
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 SECURITIES   2005-11-18 2014-01-27
b PUBLICLY TRADED SECURITIES   2004-11-23 2014-11-20
c PUBLICLY TRADED SECURITIES   2002-12-31 2014-05-01
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 52,513   34,925 17,588
b 1,583   838 745
c 492,650   21,492 471,158
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       17,588
b       745
c       471,158
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 2 489,491
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))
2013 1,228,975 24,360,506 0.050449
2012 1,037,868 21,745,814 0.047727
2011 1,015,473 20,621,921 0.049242
2010 838,298 18,448,914 0.045439
2009 851,442 16,188,403 0.052596
2 Total of line 1, column (d) ...................... 2 0.245453
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049091
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 26,921,712
5 Multiply line 4 by line 3....................... 5 1,321,614
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,739
7 Add lines 5 and 6......................... 7 1,332,353
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,344,136
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 (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,739
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 10,739
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 10,739
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 20,976
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,976
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
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 10,237
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet10,237 RefundedBullet 11 0
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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletWENDY ULMAN Telephone no.bullet (503) 226-6051
    Located atbullet2455 NW MARSHALL SUITE 9PORTLANDOR ZIP+4bullet97210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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
    WENDY ULMAN PRESIDENT
    0.25     		595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    CHRISTINA A GRADY TREASURER
    0.25     		595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    ROBERT W PATTON III DIRECTOR
    0.25     		595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    THOMAS J AUTZEN DIRECTOR
    0.25     		595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    PHILLIP PATTON DIRECTOR
    0.25     		595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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
    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
    26,705,246
    b
    Average of monthly cash balances.......................
    1b
    626,441
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,331,687
    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
    27,331,687
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    409,975
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,921,712
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,346,086
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,346,086
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    10,739
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,739
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,335,347
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,335,347
    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
    1,335,347
    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
    1,344,136
    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
    1,344,136
    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
    10,739
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,333,397
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,335,347
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 68,077
    b From 2010.......  
    c From 2011....... 6,967
    d From 2012.......  
    e From 2013....... 32,524
    fTotal of lines 3a through e......... 107,568
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,344,136
    a Applied to 2013, 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 2014 distributable amount..... 1,335,347
    e Remaining amount distributed out of corpus 8,789
    5 Excess distributions carryover applied to 2014. 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 5 116,357
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		68,077
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		48,280
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 6,967
    c Excess from 2012....  
    d Excess from 2013.... 32,524
    e Excess from 2014.... 8,789
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 organization 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 e-mail address of the person to whom applications should be addressed:
    BRIAN RIFFEL ADMINISTRATOR
    PO BOX 3709
    PORTLAND,OR97208
    (503) 226-6051
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER-INCLUDING BOARD OF DIRECTORS, ANNUAL/PROJECT BUDGET, COPY OF IRS STATUS
    cAny submission deadlines:
    SPRING: 3/15 SUMMER: 8/15 WINTER: 11/15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS TO INDIVIDUALS. NO SCHOLARSHIPS. MOST GRANTS MADE WITHIN THE PACIFIC NORTHWEST. EMPHASIS ON YOUTH, EDUCATION, ARTS, AND NATURE.
    Form 990-PF (2014)
    Form 990-PF (2014)
    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
    AC GILBERT DISCOVERY VILLAGE
    116 MARION ST NE
    SALEM,OR97301     		  PC UNRESTRICTED 4,000
    ABC HOUSE
    PO BOX 68
    ALBANY,OR97321     		  PC UNRESTRICTED 4,500
    ACE MENTOR PROGRAM
    1120 NW COUCH
    PORTLAND,OR97209     		  PC UNRESTRICTED 8,500
    ADAPTIVE RIDING INSTITUTE
    PO BOX 280
    SCOTT MILLS,OR97375     		  PC UNRESTRICTED 3,760
    ADELANTE MUJERES
    2036 MAIN ST SUITE A
    FOREST GROVE,OR97116     		  PC UNRESTRICTED 3,000
    AGIA SOPHIA ACADEMY
    14485 SW WALKER ROAD
    BEAVERTON,OR97006     		  PC UNRESTRICTED 3,000
    ALBERTINA KERR CENTERS FOUNDATION
    424 NE 22ND AVE
    PORTLAND,OR97232     		  PC UNRESTRICTED 10,000
    ALOHA UNITED METHODIST CHURCH
    2270 SW 198TH AVE
    ALOHA,OR97006     		  PC UNRESTRICTED 5,000
    ALS ASSOCIATION OREGON & SW WASHINGTON
    700 NE MULTNOMAH ST SUITE 1180
    PORTLAND,OR97232     		  PC UNRESTRICTED 3,000
    ARTHRITIS FOUNDATION GREAT WESTERN REGION
    9700 SW CAPITOL HWY 160
    PORTLAND,OR97219     		  PC UNRESTRICTED 3,000
    ARTS COUNCIL OF PENDLETON
    214 NORTH MAIN
    PENDLETON,OR97801     		  PC UNRESTRICTED 4,000
    ASSISTANCE LEAGUE OF BEND
    PO BOX 115
    BEND,OR97709     		  PC UNRESTRICTED 2,500
    ASSISTANCE LEAGUE OF CORVALLISBENTON COUNTY
    547 NW 9TH ST
    CORVALLIS,OR97330     		  PC UNRESTRICTED 4,000
    ASSISTANCE LEAGUE OF EUGENE
    1149 WILLAMETTE STREET
    EUGENE,OR97401     		  PC UNRESTRICTED 2,500
    ASSISTANCE LEAGUE OF GREATER PORTLAND
    4000 SW 117TH
    BEAVERTON,OR97005     		  PC UNRESTRICTED 4,000
    ASSISTANCE LEAGUE OF SALEM
    1095 SAGINAW STREET S
    SALEM,OR97302     		  PC UNRESTRICTED 2,500
    BAG AND BAGGAGE PRODUCTIONS
    PO BOX 3176
    HILLSBORO,OR97123     		  PC UNRESTRICTED 3,500
    BAKER COMMUNITY CONCERT ASSOCIATION
    PO BOX 1114
    BAKER CITY,OR97814     		  PC UNRESTRICTED 3,000
    BAY AREA SENIOR ACTIVITY CENTER
    PO BOX 177
    COOS BAY,OR97420     		  PC UNRESTRICTED 5,000
    BEAT RIDING CENTER
    41919 NW WILKESBORO ROAD
    BANKS,OR97106     		  PC UNRESTRICTED 5,000
    BIRCH COMMUNITY SERVICES
    17780 NE SAN RAFAEL
    PORTLAND,OR97230     		  PC UNRESTRICTED 3,000
    BOOK TRUST
    789 SHERMAN ST SUITE 300A
    DENVER,CO80203     		  PC UNRESTRICTED 1,500
    BOYS & GIRLS CLUBS OF CENTRAL OREGON
    500 NW WALL STREET
    BEND,OR97701     		  PC UNRESTRICTED 5,000
    BOYS & GIRLS CLUBS OF EMERALD VALLEY
    1545 W 22ND AVE
    EUGENE,OR97405     		  PC UNRESTRICTED 3,000
    BOYS AND GIRLS CLUB - CORVALLIS
    1112 NW CIRCLE BLVD
    CORVALLIS,OR97330     		  PC UNRESTRICTED 2,500
    BOYS AND GIRLS CLUB - ROGUE VALLEY
    203 SE 9TH STREET
    GRANTS PASS,OR97526     		  PC UNRESTRICTED 5,000
    BOYS AND GIRLS CLUBS - UMPQUA VALLEY
    1144 NE CEDAR STREET
    ROSEBURG,OR97470     		  PC UNRESTRICTED 6,500
    BRADLEY ANGLE
    5432 N ALBINA AVENUE
    PORTLAND,OR97217     		  PC UNRESTRICTED 7,500
    BRIDGES MIDDLE SCHOOL
    716 NE MARINE DRIVE
    PORTLAND,OR97211     		  PC UNRESTRICTED 5,000
    BROADWAY ROSE THEATER
    PO BOX 231004
    TIGARD,OR97281     		  PC UNRESTRICTED 3,500
    CALDERA
    224 NW 13TH AVE BOX 304
    PORTLAND,OR97209     		  PC UNRESTRICTED 5,000
    CAMP ARRAH WANNA
    24075 E ARRAH WANNA BLVD
    WELCHES,OR97067     		  PC UNRESTRICTED 2,500
    CANBY CENTER THE
    681 SW 2ND AVE
    CANBY,OR97013     		  PC UNRESTRICTED 3,250
    CANDLELIGHTERS FOR CHILDREN WITH CANCER
    PO BOX 2277
    PORTLAND,OR97208     		  PC UNRESTRICTED 5,000
    CARES NORTHWEST
    2800 N VANCOUVER AVE SUITE 201
    PORTLAND,OR97227     		  PC UNRESTRICTED 5,500
    CASA DE BELEN
    1199 NE GRANDVIEW
    ROSEBURG,OR97470     		  PC UNRESTRICTED 8,348
    CASA DOUGLAS COUNTY
    1000 SE STEPHENS ST
    ROSEBURG,OR97470     		  PC UNRESTRICTED 3,000
    CASA FOR CHILDREN
    1401 NE 68TH AVE
    PORTLAND,OR97213     		  PC UNRESTRICTED 4,000
    CASA OF LINN COUNTY
    PO BOX 100
    ALBANY,OR97321     		  PC UNRESTRICTED 4,000
    CASA-LANE COUNTY
    174 DEADMOND FERRY ROAD
    SPRINGFIELD,OR97477     		  PC UNRESTRICTED 4,000
    CHAMBER MUSIC NORTHWEST
    522 SW FIFTH AVE SUITE 920
    PORTLAND,OR97204     		  PC UNRESTRICTED 2,500
    CHEHALEM YOUTH AND FAMILY SERVICES
    PO BOX 636
    NEWBERG,OR97132     		  PC UNRESTRICTED 5,000
    CHEMEKETA NON-PROFIT HOUSING INC
    1011 COMMERCIAL STREET NE
    SALEM,OR97301     		  PC UNRESTRICTED 2,500
    CHESS FOR SUCCESS
    2701 NW VAUGHN STREET 101
    PORTLAND,OR97210     		  PC UNRESTRICTED 3,000
    CHIEF JOSEPH DAYS RODEO INC
    PO BOX 13
    JOSEPH,OR97846     		  PC UNRESTRICTED 8,200
    CHILDREN'S BOOK BANK THE
    2680 SW RAVENSVIEW DRIVE
    PORTLAND,OR97201     		  PC UNRESTRICTED 5,000
    CHILDREN'S CENTER OF CLACKAMAS COUNTY
    1713 PENN LANE
    OREGON CITY,OR97045     		  PC UNRESTRICTED 5,000
    CHILDREN'S MUSEUM OF EASTERN OREGON
    400 S MAIN STREET
    PENDLETON,OR97801     		  PC UNRESTRICTED 2,000
    CHILDREN'S VISION FOUNDATION
    61451 ROCK BLUFF LANE
    BEND,OR97702     		  PC UNRESTRICTED 3,000
    CHINTIMINI WILDLIFE CENTER
    311 NW LEWISBURG AVE
    CORVALLIS,OR97330     		  PC UNRESTRICTED 3,265
    CHORAL ARTS ENSEMBLE OF PORTLAND
    PO BOX 5462
    PORTLAND,OR97228     		  PC UNRESTRICTED 2,500
    CIRCUS PROJECT THE
    1420 NW 17TH SUITE 388
    PORTLAND,OR97209     		  PC UNRESTRICTED 2,000
    CLACKAMAS COUNTY ARTS ALLIANCE
    PO BOX 2181
    OREGON CITY,OR97045     		  PC UNRESTRICTED 3,000
    CLACKAMAS WOMEN'S SERVICES
    256 WARNER MILNE ROAD
    OREGON CITY,OR97045     		  PC UNRESTRICTED 3,000
    CLATSOP ANIMAL ASSISTANCE
    PO BOX 622
    WARRENTON,OR97146     		  PC UNRESTRICTED 5,000
    CLATSOP COMMUNITY ACTION
    364 NINTH STREET
    ASTORIA,OR97103     		  PC UNRESTRICTED 4,500
    CLATSOP COUNTY ANIMAL SHELTER
    1315 SE 19TH STREET
    WARRENTON,OR97146     		  PC UNRESTRICTED 5,000
    COLUMBIA GORGE ARTS IN EDUCATION
    1009 EUGENE STREET
    HOOD RIVER,OR97031     		  PC UNRESTRICTED 2,500
    COLUMBIA RIVER MARITIME MUSEUM
    1792 MARINE DR
    ASTORIA,OR97103     		  PC UNRESTRICTED 7,500
    COMMUNITY COUNSELING SOLUTIONS
    PO BOX 1602
    PENDLETON,OR97801     		  PC UNRESTRICTED 3,000
    COMMUNITY OUTREACH INC
    865 NW REIMAN AVE
    CORVALLIS,OR97330     		  PC UNRESTRICTED 3,000
    COMMUNITY TRANSITIONAL SCHOOL
    6601 NE KILLINGSWORTH ST
    PORTLAND,OR97218     		  PC UNRESTRICTED 15,000
    COMMUNITY WAREHOUSE
    3969 MLK JR BLVD
    PORTLAND,OR97212     		  PC UNRESTRICTED 5,000
    CONCORDIA UNIVERSITY
    2811 NE HOLMAN ST
    PORTLAND,OR97211     		  PC UNRESTRICTED 30,000
    CONDUIT DANCE INC
    918 SW YAMHILL STREET 401
    PORTLAND,OR97205     		  PC UNRESTRICTED 4,000
    CONSTRUCTING HOPE
    405 NE CHURCH ST
    PORTLAND,OR97211     		  PC UNRESTRICTED 4,000
    CROSSROADS CARNEGIE ART CENTER
    2020 AUBURN AVE
    BAKER CITY,OR97814     		  PC UNRESTRICTED 3,000
    DALLAS RETIREMENT FOUNDATION
    377 NW JASPER ST
    DALLAS,OR97338     		  PC UNRESTRICTED 10,000
    DANCING PEOPLE COMPANY
    310 OAK STREET 5
    ASHLAND,OR97520     		  PC UNRESTRICTED 2,000
    DE LA SALLE NORTH CATHOLIC
    7528 NORTH FENWICK
    PORTLAND,OR97217     		  PC UNRESTRICTED 15,000
    DEPAUL TREATMENT CENTERS INC
    PO BOX 3007
    PORTLAND,OR97205     		  PC UNRESTRICTED 5,000
    DESCHUTES CHILDREN'S FOUNDATION
    1010 NW 14TH STREET
    BEND,OR97701     		  PC UNRESTRICTED 5,000
    DOUGLAS COUNTY CHILDREN'S CENTER
    256 SE STEPHENS STREET
    ROSEBURG,OR97470     		  PC UNRESTRICTED 3,500
    DOUGY CENTER
    PO BOX 86852
    PORTLAND,OR97286     		  PC UNRESTRICTED 4,000
    DUCKS UNLIMITED
    17700 SE MILL PLAIN BLVD 100
    VANCOUVER,WA98683     		  PC UNRESTRICTED 5,000
    ECOTRUST
    721 NW NINTH AVE SUITE 200
    PORTLAND,OR97209     		  PC UNRESTRICTED 10,000
    ECUMENICAL MINISTRIES OF OREGON
    0245 SW BANCROFT STREET SUITE B
    PORTLAND,OR97239     		  PC UNRESTRICTED 2,500
    EDUCATE YA INC
    200 NE 20TH AVENUE 10
    PORTLAND,OR97232     		  PC UNRESTRICTED 2,000
    EDWARDS CENTER
    PO BOX 6269
    ALOHA,OR97007     		  PC UNRESTRICTED 3,000
    ETHOS MUSIC CENTER
    2 N KILLINGSWORTH ST
    PORTLAND,OR97217     		  PC UNRESTRICTED 5,000
    EUGENE MISSION
    PO BOX 1149
    EUGENE,OR97440     		  PC UNRESTRICTED 5,112
    FAMILY RELIEF NURSERY
    PO BOX 1207
    COTTAGE GROVE,OR97424     		  PC UNRESTRICTED 3,500
    FAMILY SOLUTIONS
    1836 FREMONT STREET
    ASHLAND,OR97520     		  PC UNRESTRICTED 5,382
    FIRST TEE OF THE COACHELLA VALLEY
    74-945 SHERYL AVENUE
    PALM DESERT,CA92260     		  PC UNRESTRICTED 5,000
    FISHTRAP
    PO BOX 38
    ENTERPRISE,OR97828     		  PC UNRESTRICTED 3,000
    FLORENCE FOOD SHARE
    PO BOX 2514
    FLORENCE,OR97439     		  PC UNRESTRICTED 1,100
    FRIENDLY HOUSE
    2617 NW SAVIER ST
    PORTLAND,OR97210     		  PC UNRESTRICTED 2,500
    FRIENDS OF NCRD
    PO BOX 511
    NEHALEM,OR97131     		  PC UNRESTRICTED 5,000
    FRIENDS OF TIMBERLINE LODGE
    PO BOX 69544
    PORTLAND,OR97239     		  PC UNRESTRICTED 11,000
    GEARHART VOLUNTEER FIRE DEPT
    PO BOX 2530
    GEARHART,OR97138     		  PC UNRESTRICTED 5,000
    GEEZER GALLERY
    600 NW NAITO PARKWAY
    PORTLAND,OR97209     		  PC UNRESTRICTED 2,500
    GRANT HIGH SCHOOL PTA
    2245 NE 36TH AVENUE
    PORTLAND,OR97212     		  PC UNRESTRICTED 10,392
    GROWING GARDENS
    2203 NE OREGON STREET
    PORTLAND,OR97232     		  PC UNRESTRICTED 3,000
    HEART
    PO BOX 7871
    KLAMATH FALLS,OR97602     		  PC UNRESTRICTED 8,500
    HABITAT FOR HUMANITY - FLORENCE
    PO BOX 3302
    FLORENCE,OR97439     		  PC UNRESTRICTED 5,000
    HABITAT FOR HUMANITY -SPRINGFIELDEUGENE
    1710 OAK PATCH ROAD
    EUGENE,OR97402     		  PC UNRESTRICTED 5,000
    HANBY MSCENTRAL PT SCHOOL DISTRICT #6
    806 6TH AVENUE
    GOLD HILL,OR97525     		  PC UNRESTRICTED 5,500
    HAND 2 MOUTH THEATRE
    210 SE MADISON STREET STE 11
    PORTLAND,OR97214     		  PC UNRESTRICTED 4,000
    HARNEY COUNTY OPPORTUNITY TEAM
    484 N BROADWAY
    BURNS,OR97720     		  PC UNRESTRICTED 20,000
    HEART OF OREGON CORPS
    PO BOX 279
    BEND,OR97709     		  PC UNRESTRICTED 7,500
    HIGH DESERT CHAMBER MUSIC
    PO BOX 1272
    BEND,OR97709     		  PC UNRESTRICTED 2,500
    HIGH DESERT MUSEUM THE
    59800 S HIGHWAY 97
    BEND,OR97702     		  PC UNRESTRICTED 20,000
    HIV ALLIANCE
    1966 GARDEN AVENUE
    EUGENE,OR97403     		  PC UNRESTRICTED 3,000
    HOLLYWOOD THEATRE
    1827 NE 44TH AVE SUITE 130
    PORTLAND,OR97213     		  PC UNRESTRICTED 6,000
    HOUSE OF DREAMS
    PO BOX 30971
    PORTLAND,OR97294     		  PC UNRESTRICTED 2,000
    HUMAN SOLUTIONS
    12350 SE POWELL BLVD
    PORTLAND,OR97236     		  PC UNRESTRICTED 2,000
    IMAGO THEATRE
    PO BOX 15182
    PORTLAND,OR97293     		  PC UNRESTRICTED 3,500
    JEWISH THEATRE COLLABORATION
    PO BOX 42022
    PORTLAND,OR97242     		  PC UNRESTRICTED 2,000
    JOIN
    1435 NE 81ST STE 100
    PORTLAND,OR97213     		  PC UNRESTRICTED 2,000
    JOSEPHY CENTER FOR ARTS AND CULTURE
    PO BOX 949
    JOSEPH,OR97846     		  PC UNRESTRICTED 3,000
    JULIETTE'S HOUSE
    1075 SW CEDARWOOD AVENUE
    MCMINNVILLE,OR97128     		  PC UNRESTRICTED 3,061
    JUNIOR ACHIEVEMENT OF WESTERN OREGON
    PO BOX 70
    EUGENE,OR97440     		  PC UNRESTRICTED 3,000
    KEX KIDS FUND
    13333 SW 68TH PARKWAY SUITE 310
    TIGARD,OR97223     		  PC UNRESTRICTED 5,000
    KIDS CENTER
    1375 NW KINGSTON AVE
    BEND,OR97701     		  PC UNRESTRICTED 3,500
    LAN SU CHINESE GARDEN
    220 NW 2ND AVE SUITE 1050
    PORTLAND,OR97209     		  PC UNRESTRICTED 1,500
    LIBERTY THEATER
    1203 COMMERCIAL
    ASTORIA,OR97103     		  PC UNRESTRICTED 1,000
    LIBRARIES OF EASTERN OREGON
    PO BOX 11
    MORO,OR97039     		  PC UNRESTRICTED 4,000
    LIBRARY FOUNDATION OF MULTNOMAH COUNTY
    620 SW 5TH AVE 1025
    PORTLAND,OR97204     		  PC UNRESTRICTED 5,000
    LINCOLN HIGH SCHOOL BOOSTER CLUB
    1600 SW SALMON STREET
    PORTLAND,OR97205     		  PC UNRESTRICTED 2,500
    LITERARY ARTS
    925 SW WASHINGTON STREET
    PORTLAND,OR97205     		  PC UNRESTRICTED 1,500
    LIVING HOPE INTERNATIONAL
    PO BOX 1218
    CLACKAMAS,OR97015     		  PC UNRESTRICTED 2,000
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		  PC UNRESTRICTED 6,000
    METROPOLITAN FAMILY SERVICES
    1808 SE BELMONT ST
    PORTLAND,OR97214     		  PC UNRESTRICTED 5,000
    METROPOLITAN YOUTH SYMPHONY
    4800 SW MACADAM SUITE 105
    PORTLAND,OR97239     		  PC UNRESTRICTED 3,000
    MIRACLE THEATER GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214     		  PC UNRESTRICTED 7,500
    MORRISON CHILD AND FAMILY SERVICES
    11035 NE SANDY BLVD
    PORTLAND,OR97220     		  PC UNRESTRICTED 5,000
    MT EMILY SAFE CENTER
    PO BOX 146
    LA GRANDE,OR97850     		  PC UNRESTRICTED 7,500
    MT HOOD KIWANIS CAMP
    10725 SW BARBUR BLVD SUITE 50
    PORTLAND,OR97219     		  PC UNRESTRICTED 15,000
    MUSEUM OF CONTEMPORARY CRAFT
    724 NORTHWEST DAVIS STREET
    PORTLAND,OR97209     		  PC UNRESTRICTED 5,000
    MUSIC CAMPS AT WALLOWA LAKE
    PO BOX 636
    LA GRANDE,OR97850     		  PC UNRESTRICTED 3,000
    MY SISTER'S HOUSE
    PO BOX 305
    TROUTDALE,OR97060     		  PC UNRESTRICTED 5,000
    MY VOICE MUSIC
    PO BOX 28043
    PORTLAND,OR97228     		  PC UNRESTRICTED 4,000
    NEIGHBORHOOD HOUSE
    7780 SW CAPITOL HWY
    PORTLAND,OR97210     		  PC UNRESTRICTED 4,000
    NEW AVENUES FOR YOUTH
    1220 SW COLUMBIA ST
    PORTLAND,OR97201     		  PC UNRESTRICTED 10,000
    NEW MOON PRODUCTIONS
    PO BOX 820165
    PORTLAND,OR97282     		  PC UNRESTRICTED 2,500
    NEXT DOOR THE
    965 TUCKER ROAD
    HOOD RIVER,OR97031     		  PC UNRESTRICTED 4,000
    NORTH COAST LAND CONSERVANCY
    PO BOX 67
    SEASIDE,OR97138     		  PC UNRESTRICTED 3,000
    NORTHWEST DANCE PROJECT
    PO BOX 42488
    PORTLAND,OR97242     		  PC UNRESTRICTED 2,500
    NORTHWEST FAMILY SERVICES
    6200 SE KING ROAD
    PORTLAND,OR97222     		  PC UNRESTRICTED 2,500
    NORTHWEST FILM CENTER
    1219 SW PARK AVE
    PORTLAND,OR97205     		  PC UNRESTRICTED 10,000
    NORTHWEST KIDNEY KIDS INC
    PO BOX 230075
    PORTLAND,OR97281     		  PC UNRESTRICTED 3,000
    NORTHWEST MOTHERS MILK BANK
    417 SW 117TH AVENUE STE 105
    PORTLAND,OR97225     		  PC UNRESTRICTED 5,000
    NORTHWEST OUTWARD BOUND SCHOOL
    619 SW 11TH AVE SUITE 225
    PORTLAND,OR97205     		  PC UNRESTRICTED 3,000
    NORTHWEST PILOT PROJECT
    1430 SW BROADWAY 200
    PORTLAND,OR97201     		  PC UNRESTRICTED 5,000
    NW CHILDREN'S THEATER & SCHOOL
    1819 NW EVERETT
    PORTLAND,OR97209     		  PC UNRESTRICTED 5,000
    OHSU FOUNDATION
    1121 SW SALMON SUITE 100
    PORTLAND,OR97205     		  PC UNRESTRICTED 5,000
    OMSI
    1945 SE WATER AVE
    PORTLAND,OR97214     		  PC UNRESTRICTED 4,000
    OPAL CREEK ANCIENT FOREST CENTER
    721 NW 9TH AVENUE SUITE 236
    PORTLAND,OR97214     		  PC UNRESTRICTED 5,000
    OPEN MEADOW ALTERNATIVE SCHOOL
    7621 N WABASH
    PORTLAND,OR97217     		  PC UNRESTRICTED 5,000
    OREGON CHILDREN'S THEATRE
    1939 NE SANDY BLVD
    PORTLAND,OR97232     		  PC UNRESTRICTED 3,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP RD
    NEWPORT,OR97365     		  PC UNRESTRICTED 5,000
    OREGON COAST COMMUNITY ACTION
    1855 THOMAS AVE
    COOS BAY,OR97420     		  PC UNRESTRICTED 5,000
    OREGON COLLEGE OF ART AND CRAFT
    8245 SW BARNES RD
    PORTLAND,OR97225     		  PC UNRESTRICTED 5,000
    OREGON DISABILITY SPORTS
    2125 N FLINT AVE
    PORTLAND,OR97227     		  PC UNRESTRICTED 3,000
    OREGON FOOD BANK
    PO BOX 55370
    PORTLAND,OR97238     		  PC UNRESTRICTED 13,000
    OREGON HUMANITIES
    813 SW ALDER SUITE 702
    PORTLAND,OR97205     		  PC UNRESTRICTED 2,000
    OREGON LIONS SIGHT & HEARING
    1010 NW 22 AVENUE 144
    PORTLAND,OR97210     		  PC UNRESTRICTED 5,000
    OREGON NATURAL DESERT ASSOCIATION
    50 SW BOND STREET SUITE 4
    BEND,OR97702     		  PC UNRESTRICTED 7,500
    OREGON STATE UNIVERSITY FOUNDATION
    850 SW 35TH STREET
    CORVALLIS,OR97333     		  PC UNRESTRICTED 30,000
    OREGON SYMPHONY ASSOCIATION IN SALEM
    PO BOX 324
    SALEM,OR97308     		  PC UNRESTRICTED 3,500
    OREGON TRADESWOMEN INC
    3934 NE MARTIN LUTHER KING JR BLVD
    SUITE 101
    PORTLAND,OR97212     		  PC UNRESTRICTED 3,000
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR97221     		  PC UNRESTRICTED 5,000
    OUR HOUSE OF PORTLAND
    2727 SE ALDER ST
    PORTLAND,OR97214     		  PC UNRESTRICTED 5,000
    PEAR
    338 NW 6TH AVE
    PORTLAND,OR97209     		  PC UNRESTRICTED 4,000
    PACIFIC YOUTH CHOIR
    1012 SW KING AVE SUITE 10
    PORTLAND,OR97205     		  PC UNRESTRICTED 1,500
    PARENT ENHANCEMENT PROGRAM
    421 NW 4TH ST SUITE A
    CORVALLIS,OR97330     		  PC UNRESTRICTED 3,000
    PARTNERSHIP FOR UMPQUA RIVERS
    1758 NE AIRPORT ROAD
    ROSEBURG,OR97470     		  PC UNRESTRICTED 4,264
    PATHFINDERS OF OREGON
    7800 SW BARBUR BLVD
    PORTLAND,OR97219     		  PC UNRESTRICTED 5,000
    PDX SUMMER SCHOOL
    3126 SE ANKENY ST
    PORTLAND,OR97214     		  PC UNRESTRICTED 1,300
    PENINSULA CHILDREN'S CENTER
    4720 N MARYLAND
    PORTLAND,OR97217     		  PC UNRESTRICTED 5,000
    PITTOCK MANSION SOCIETY
    3229 NW PITTOCK DRIVE
    PORTLAND,OR97210     		  PC UNRESTRICTED 5,000
    PIXIE PROJECT THE
    510 NE MLK BLVD
    PORTLAND,OR97232     		  PC UNRESTRICTED 5,000
    PLAYWRITE INC
    PO BOX 13420
    PORTLAND,OR97213     		  PC UNRESTRICTED 5,000
    PONGO FUND THE
    PO BOX 8244
    PORTLAND,OR97207     		  PC UNRESTRICTED 3,500
    PORTLAND ACTOR'S CONSERVATORY
    1436 SW MONTGOMERY
    PORTLAND,OR97201     		  PC UNRESTRICTED 5,000
    PORTLAND ANIMAL WELFARE TEAM
    25 NW 23RD PLACE 6-489
    PORTLAND,OR97210     		  PC UNRESTRICTED 3,500
    PORTLAND BALLET THE
    6250 SW CAPITOL HWY
    PORTLAND,OR97239     		  PC UNRESTRICTED 2,500
    PORTLAND CENTER STAGE
    128 NW ELEVENTH AVE
    PORTLAND,OR97209     		  PC UNRESTRICTED 2,500
    PORTLAND CHILDREN'S MUSEUM (CM2)
    4015 SW CANYON RD
    PORTLAND,OR97221     		  PC UNRESTRICTED 2,500
    PORTLAND COMMUNITY COLLEGE FOUNDATION
    PO BOX 1900
    PORTLAND,OR97280     		  PC UNRESTRICTED 9,000
    PORTLAND GARDEN CLUB
    1132 SW VISTA AVENUE
    PORTLAND,OR97205     		  PC UNRESTRICTED 1,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    415 SW 10TH AVE SUITE 300
    PORTLAND,OR97205     		  PC UNRESTRICTED 2,500
    PORTLAND JAPANESE GARDEN
    P O BOX 3847
    PORTLAND,OR97208     		  PC UNRESTRICTED 3,000
    PORTLAND KITCHEN INC THE
    PO BOX 56777
    PORTLAND,OR97218     		  PC UNRESTRICTED 2,000
    PORTLAND OPERA
    211 SE CARUTHERS STREET
    PORTLAND,OR97214     		  PC UNRESTRICTED 2,000
    PORTLAND PIANO INTERNATIONAL
    PO BOX 6469
    PORTLAND,OR97208     		  PC UNRESTRICTED 3,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT
    PORTLAND,OR97211     		  PC UNRESTRICTED 3,000
    PORTLAND RESCUE MISSION
    PO BOX 3713
    PORTLAND,OR97208     		  PC UNRESTRICTED 5,000
    PORTLAND STATE UNIVERSITY FDN
    PO BOX 243
    PORTLAND,OR97207     		  PC UNRESTRICTED 38,000
    PORTLAND SUMMERFEST INC
    PO BOX 4084
    PORTLAND,OR97208     		  PC UNRESTRICTED 2,000
    PORTLAND WOMEN'S CRISIS LINE
    PO BOX 42610
    PORTLAND,OR97242     		  PC UNRESTRICTED 3,500
    PORTLAND YOUTH PHILHARMONIC ASSOC
    9320 SW BARBUR BLVD SUITE 140
    PORTLAND,OR97219     		  PC UNRESTRICTED 2,500
    PROFILE THEATER PROJECT
    PO BOX 14845
    PORTLAND,OR97293     		  PC UNRESTRICTED 7,500
    PROSPECT SCHOOL DISTRICT
    PO BOX 40 160 MILL STREET
    PROSPECT,OR97536     		  PC UNRESTRICTED 5,000
    Q CENTER
    4115 N MISSISSIPPI
    PORTLAND,OR97217     		  PC UNRESTRICTED 2,500
    RAPHAEL HOUSE
    4110 SE HAWTHORNE BLVD SUITE 503
    PORTLAND,OR97214     		  PC UNRESTRICTED 5,000
    READING RESULTS
    3115 NE SANDY BLVD SUITE 229
    PORTLAND,OR97232     		  PC UNRESTRICTED 2,500
    REFIT
    PO BOX 8353
    PORTLAND,OR97207     		  PC UNRESTRICTED 7,500
    ROCK CREEK COMM CHURCH FOOD PANTRY
    4470 NW 185TH AVE
    PORTLAND,OR97229     		  PC UNRESTRICTED 5,000
    ROGUE RIVER SCHOOL DISTRICT
    PO BOX 1045
    ROGUE RIVER,OR97537     		  PC UNRESTRICTED 5,000
    ROGUE VALLEY SYMPHONY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC UNRESTRICTED 2,000
    RONALD MCDONALD HOUSE OF CENTRAL OREGON
    1700 NE PURCELL BLVD
    BEND,OR97701     		  PC UNRESTRICTED 3,000
    ROSE HAVEN
    PO BOX 10405
    PORTLAND,OR97296     		  PC UNRESTRICTED 2,500
    ROSEBURG RESCUE MISSION
    PO BOX 1937
    ROSEBURG,OR97470     		  PC UNRESTRICTED 5,000
    SAFE OF COLUMBIA COUNTY
    PO BOX 22
    ST HELENS,OR97051     		  PC UNRESTRICTED 3,000
    SALVATION ARMY-WEST WOMEN'S SHELTER
    PO BOX 2398
    PORTLAND,OR97208     		  PC UNRESTRICTED 17,500
    SAN FRANCISCO FILM SOCIETY
    39 MESA ST SUITE 110 THE PRESIDIO
    SAN FRANCISCO,CA94129     		  PC UNRESTRICTED 5,000
    SCRAP
    2915 NE MLK JR BLVD
    PORTLAND,OR97212     		  PC UNRESTRICTED 5,460
    SEASIDE SCHOLARSHIPS INC
    PO BOX 332
    SEASIDE,OR97138     		  PC UNRESTRICTED 20,000
    SELF-ENHANCEMENT INC
    3920 N KERBY AVE
    PORTLAND,OR97227     		  PC UNRESTRICTED 2,000
    SEXUAL ASSAULT SUPPORT SERVICES
    591 W 19TH AVE
    PORTLAND,OR97401     		  PC UNRESTRICTED 5,000
    SISKIYOU MOUNTAIN CLUB
    340 A ST SUITE 112
    ASHLAND,OR97520     		  PC UNRESTRICTED 3,300
    SISTERS OF THE ROAD
    133 NW SIXTH AVE
    PORTLAND,OR97209     		  PC UNRESTRICTED 5,000
    SMART
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC UNRESTRICTED 3,000
    SNOWCAP
    PO BOX 160
    FAIRVIEW,OR97024     		  PC UNRESTRICTED 3,500
    SOLVE
    2000 SW 1ST AVE SUITE 400
    PORTLAND,OR97201     		  PC UNRESTRICTED 2,500
    SOUTH COUNTY COMMUNITY FOOD BANK
    2041 N ROOSEVELT PO BOX 602
    SEASIDE,OR97138     		  PC UNRESTRICTED 10,000
    SOUTHERN OREGON EDUCATION SERVICE DISTRICT
    101 N GRAPE ST
    MEDFORD,OR97501     		  PC UNRESTRICTED 2,880
    SPECIAL ADVOCATES FOR VULNERABLE OREGONIANS
    6500 SW MACADAM AVE
    PORTLAND,OR97239     		  PC UNRESTRICTED 3,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA STREET
    PORTLAND,OR97211     		  PC UNRESTRICTED 3,500
    ST MARY'S HOME FOR BOYS
    16535 SW TUALATIN VALLEY HWY
    BEAVERTON,OR97006     		  PC UNRESTRICTED 8,000
    ST VINCENT DE PAUL - ROGUE VALLEY DISTRICT
    PO BOX 1663
    MEDFORD,OR97501     		  PC UNRESTRICTED 5,000
    ST VINCENT DEPAUL
    PO BOX 42157
    PORTLAND,OR97242     		  PC UNRESTRICTED 2,000
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219     		  PC UNRESTRICTED 5,000
    SUNSHINE DIV - PTLD POLICE
    687 N THOMPSON
    PORTLAND,OR97227     		  PC UNRESTRICTED 2,000
    SUTHERLIN COMMUNITY RESOURCE CTR
    104 EAST CENTRAL
    SUTHERLIN,OR97479     		  PC UNRESTRICTED 2,500
    SW COMMUNITY HEALTH CENTER
    7754 SW CAPITOL HIGHWAY ROOM
    PORTLAND,OR97219     		  PC UNRESTRICTED 3,038
    THE GIVING PLATE
    1245 SE 3RD STREET C-7
    BEND,OR97702     		  PC UNRESTRICTED 2,500
    THELMA'S PLACE
    352 NW 2ND ST
    CANBY,OR97013     		  PC UNRESTRICTED 5,000
    THIRD RAIL REPERTORY THEATER
    PO BOX 96063
    PORTLAND,OR97296     		  PC UNRESTRICTED 2,500
    TILLAMOOK BAY CHILD CARE CENTER
    1100 MILLER AVE
    TILLAMOOK,OR97141     		  PC UNRESTRICTED 3,000
    TILLAMOOK COUNTY PIONEER MUSEUM
    2106 SECOND STREET
    TILLAMOOK,OR97141     		  PC UNRESTRICTED 2,000
    TOY AND JOY MAKERS
    5916 NE GOING STREET
    PORTLAND,OR97218     		  PC UNRESTRICTED 1,000
    TRAIL TENDERS INC
    PO BOX 987
    BAKER CITY,OR97814     		  PC UNRESTRICTED 2,500
    TREASURE VALLEY CHILDREN'S RELIEF NURSERY
    588 W IDAHO AVENUE
    ONTARIO,OR97914     		  PC UNRESTRICTED 3,000
    TRIANGLE PRODUCTIONS
    1785 NE SANDY BLVD
    PORTLAND,OR97232     		  PC UNRESTRICTED 5,000
    TRILLIUM FAMILY SERVICES
    3415 SE POWELL BLVD
    PORTLAND,OR97202     		  PC UNRESTRICTED 7,500
    TUALATIN VALLEY WORKSHOP
    6615 SE ALEXANDER STREET
    HILLSBORO,OR97123     		  PC UNRESTRICTED 5,000
    TUCKER-MAXON ORAL SCHOOL
    2860 SE HOLGATE BLVD
    PORTLAND,OR97202     		  PC UNRESTRICTED 3,000
    UMPQUA COMMUNITY ACTORS THEATRE
    PO BOX 839
    ROSEBURG,OR97470     		  PC UNRESTRICTED 2,000
    UMPQUA COMMUNITY COLLEGE FOUNDATION
    PO BOX 967
    ROSEBURG,OR97470     		  PC UNRESTRICTED 7,500
    UMPQUA SYMPHONY ASSOCIATION
    PO BOX 241
    ROSEBURG,OR97470     		  PC UNRESTRICTED 2,500
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVE SUITE 312
    EUGENE,OR97403     		  PC UNRESTRICTED 30,000
    VIRGINIA GARCIA MEMORIAL HEALTH CENTER
    PO BOX 486
    CORNELIUS,OR97113     		  PC UNRESTRICTED 3,000
    VOLUNTEER CONNECT
    404 NE NORTON AVENUE
    BEND,OR97701     		  PC UNRESTRICTED 2,000
    VOLUNTEERS IN MEDICINE CLINIC OF THE CASCADES
    2300 NEFF ROAD
    BEND,OR97701     		  PC UNRESTRICTED 3,000
    VOLUNTEERS IN MEDICINE
    2260 MARCOLA ROAD
    SPRINGFIELD,OR97477     		  PC UNRESTRICTED 3,000
    VOLUNTEERS OF AMERICA OF ORE
    3910 SE STARK STREET
    PORTLAND,OR97214     		  PC UNRESTRICTED 5,500
    WHITE BIRD
    5620 SW EDGEMONT PLACE
    PORTLAND,OR97239     		  PC UNRESTRICTED 4,000
    WILDLIFE CENTER OF THE NORTH COAST
    PO BOX 1232
    ASTORIA,OR97103     		  PC UNRESTRICTED 5,000
    WILDLIFE SAFARI
    PO BOX 1600
    WINSTON,OR97496     		  PC UNRESTRICTED 20,000
    WILLIAM TEMPLE HOUSE
    2023 NW HOYT ST
    PORTLAND,OR97209     		  PC UNRESTRICTED 5,000
    WINSTON-DILLARD SCHOOL DISTRICT
    1381 NW DOUGLAS BLVD
    WINSTON,OR97496     		  PC UNRESTRICTED 5,000
    WOMENSPACE
    PO BOX 50127
    EUGENE,OR97405     		  PC UNRESTRICTED 3,000
    YMCA OF COLUMBIA-WILLAMETTE
    9500 SW BARBUR BLVD STE 200
    PORTLAND,OR97219     		  PC UNRESTRICTED 2,500
    YOUNG AUDIENCES OF OR
    1220 SW MORRISON ST STE 1000
    PORTLAND,OR97205     		  PC UNRESTRICTED 3,500
    YOUNG MUSICIANS & ARTISTS INC
    PO BOX 10713
    PORTLAND,OR97296     		  PC UNRESTRICTED 3,000
    ZENGER FARMS
    11741 SE FOSTER ROAD
    PORTLAND,OR97266     		  PC UNRESTRICTED 5,000
    Total .................................bullet 3a 1,286,112
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 ............     		         
    4 Dividends and interest from securities....     14 627,554  
    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 .............     		    18 489,491  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,117,045 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,117,045
    (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 (2014)
    Form 990-PF (2014)
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,847 7,423   7,424

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COUNTRYWIDE HM, 5.25%, DUE 2034 $50000 FACE 706 5,315
    GE CAPITAL CORP, 5.875%, DUE 2038 $100000 FACE 98,296 126,818

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABIOMED INC (ABMD) 6000 SHARES 112,371 228,360
    ACTAVIS PLC (ACT) 2000 SHARES 288,000 514,820
    ALTERA CORP (ALTR) 7000 SHARES 136,129 258,580
    ALTRIA GROUP INC (MO) 18000 SHARES 703 886,860
    AMERICAN TOWER CORP (AMT) 3000 SHARES 125,895 296,550
    ANADARKO PETROLEUM CORP (APC) 2774 SHARES 4,407 228,855
    APPLE INC (AAPL) 3500 SHARES 80,091 386,330
    AT&T INC (T) 13000 SHARES 167,370 436,670
    BANK OF HAWAII CORP (BOH) 5000 SHARES 4,622 296,550
    BANK OF NEW YORK MELLON CORP (BK) 3773 SHARES 23,799 153,071
    BRISTOL MYERS/SQUIBB (BMY) 3500 SHARES 92,793 206,605
    CABELA'S INC (CAB) 2000 SHARES 73,028 105,420
    CENTURYLINK, INC. (CTL) 1500 SHARES 51,405 59,370
    CHEVRON CORP (CVX) 8000 SHARES 72,511 897,440
    CISCO SYSTEMS INC (CSCO) 7000 SHARES 133,326 194,705
    CITRIX SYSTEMS INC (CTXS) 2150 SHARES 123,333 137,170
    COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION (CTSH) 2000 SHARES 62,559 105,320
    CONSOL ENERGY INC (CNX) 3800 SHARES 130,865 128,478
    CUMMINS INC (CMI) 500 SHARES 37,962 72,085
    DAIMLER AG ORD NPV (REGD) 1200 SHARES 88,822 98,880
    DANAHER CORP (DHR) 4000 SHARES 117,151 342,840
    DATALINK CORPORATION (DTLK) 4000 SHARES 40,605 51,600
    DICK'S SPORTING GOODS INC (DKS) 2000 SHARES 99,602 99,300
    DU PONTE E I DE NEMOURS & CO (DD) 2000 SHARES 82,838 147,880
    E*TRADE FINANCIAL CORP (ETFC) 2000 SHARES 44,815 48,510
    EASTMAN CHEMICAL CO. (EMN) 1000 SHARES 75,047 75,860
    EATON CORP (ETN) 4075 SHARES 211,515 276,937
    EBAY INC (EBAY) 2000 SHARES 81,558 112,240
    EDISON INTERNATIONAL (EIX) 3000 SHARES 54,899 196,440
    EPIQ SYSTEMS INC (EPIQ) 5000 SHARES 61,948 85,400
    ESTERLINE TECHNOLOGIES CORP (ESL) 1000 SHARES 60,558 109,680
    EXPRESS SCRIPTS INC (ESRX) 7430 SHARES 242,563 629,098
    EXXON MOBIL CORP (XOM) 9000 SHARES 76,198 832,050
    FACEBOOK INC (FB) 2000 SHARES 51,700 156,040
    FACTSET RESEARCH SYSTEMS INC (FDS) 1000 SHARES 71,166 140,750
    FISERV INC (FISV) 3000 SHARES 102,539 212,910
    FORTUNE BRANDS INC (FO) 5900 SHARES 5,907 267,093
    GENERAL MILLS INC (GIS) 8000 SHARES 51,020 426,640
    THE GOLDMAN SACHS GROUP INC (GS) 500 SHARES 51,695 96,915
    GOOGLE INC CLASS A (GOOG) 400 SHARES 99,602 211,412
    GRAINGER, WW INC (GWW) 1000 SHARES 108,312 254,890
    HERCULES TECH GROWTH CAP INC (HTGC) 5000 SHARES 54,014 74,400
    HESS CORPORATION (HES) 1500 SHARES 121,133 110,730
    HOME DEPOT INC (HD) 5000 SHARES 121,852 524,850
    HUBBELL INC (HUBB) 2040 SHARES 15,504 217,933
    IBM CORP (IBM) 1500 SHARES 35,663 240,660
    ISHARES TR KLD SELECT SOCIAL (KLD) 200 SHARES 10,986 17,222
    ISHARES TR S&P GLOBAL HEALTHCARE SECTOR (IXJ) 300 SHARES 14,258 29,868
    IXIA (XXIA) 3000 SHARES 36,010 33,750
    JM SMUCKER CO (SJM) 1647 SHARES 52,128 166,314
    JOHNSON & JOHNSON (JNJ) 1000 SHARES 61,498 104,570
    JOHNSON CONTROLS INC (JCI) 5000 SHARES 132,193 241,700
    JUNIPER NETWORKS INC (JNPR) 3000 SHARES 51,560 66,960
    LABORATORY CORP (LH) 1000 SHARES 70,108 107,900
    THE LACLEDE GROUP INC (LG) 2500 SHARES 105,006 133,000
    LOWES COMPANIES (LOW) 6000 SHARES 145,550 412,800
    MACQUARIE INFRASTRUCTURE CO LLC (MIC) 4000 SHARES 15,840 284,360
    MCDONALD'S CORP (MCD) 1000 SHARES 91,435 93,700
    MICHAEL KORS HOLDINGS LIMITED (KORS) 1500 SHARES 74,933 112,650
    3M COMPANY (MMM) 1500 SHARES 14,498 246,480
    MONDELEZ INTERNATIONAL INC (MDLZ) 5000 SHARES 188 181,625
    MONSANTO CO (MON) 1500 SHARES 35,122 179,205
    NORTHWEST NATURAL GAS CO (NWN) 1000 SHARES 54,444 92,660
    NOVARTIS (NVS) 3000 SHARES 64,895 149,700
    PEPSICO INC (PEP) 3000 SHARES 12,329 283,680
    PFIZER INC (PFE) 20000 SHARES 54,692 623,000
    PHILLIP MORRIS INTERNATIONAL INC (PM) 13500 SHARES 1,202 1,099,575
    POWERSHARES DB COMMODITY INDEX (DBC) 4000 SHARES 88,454 73,800
    POWERSHARES EXCHANGE TRADED - TECHNICAL LEADERS (PDP) 1500 SHARES 36,038 61,590
    POWERSHARES EXCHANGE TRADED - DEVELOPED MARKETS (PIZ) 1100 SHARES 19,896 26,433
    POWERSHARES EXCHANGE TRADED - EMERGING MARKETS (PIE) 1400 SHARES 20,852 24,584
    PRECISION CASTPARTS CORP (PCP) 800 SHARES 94,409 192,704
    PROCTER & GAMBLE CO (PG) 10763 SHARES 12,775 980,402
    QIHOO 360 TECHNOLOGY CO LTD (QIHU) 4500 SHARES 97,719 257,670
    QUALCOMM INC (QCOM) 2000 SHARES 127,924 148,660
    SCHNITZER STEEL INDUSTRIES (SCHN) 2000 SHARES 46,090 45,120
    SECTOR SPDR TRUST (XLK) 4000 SHARES 88,406 165,400
    SIGMA ALDRICH CORP (SIAL) 4000 SHARES 131,654 549,080
    ST JUDE MEDICAL INC (STJ) 3500 SHARES 119,533 227,605
    STURM RUGER & CO INC (ST2.SG) 1500 SHARES 87,756 51,945
    TARGET CORP (TGT) 2000 SHARES 84,208 151,820
    TELUS CORP (TU) 4000 SHARES 112,739 144,160
    TEXTAINER GROUP HOLDINGS LIMITED (TGH) 4000 SHARES 126,555 137,280
    TIME WARNER INC. (TWX) 2250 SHARES 70,943 176,993
    TIMKEN CO (TKR) 5000 SHARES 43,839 213,400
    TIMKENSTEEL CORP (TMST) 2500 SHARES 18,377 92,575
    US BANCORP (USB) 32000 SHARES 25,556 1,438,400
    UNION PACIFIC CORP (UNP) 14400 SHARES 9,046 1,715,472
    WELLS FARGO & CO (WFC) 26000 SHARES 5,408 1,425,320
    WESTERN DIGITAL (WDC) 3000 SHARES 116,468 332,100
    WEYERHAEUSER CO (WY) 5405 SHARES 62,469 193,985
    WHITING PETE CORP NEW COM (WLL) 2400 SHARES 105,064 79,200
    YUM! BRANDS INC (YUM) 1500 SHARES 103,582 109,575

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    US Government Securities - End of Year Book Value:

    140,647
    US Government Securities - End of Year Fair Market Value:

    153,622
    State & Local Government Securities - End of Year Book Value:


    1,664,708
    State & Local Government Securities - End of Year Fair Market Value:


    2,250,264


    TY 2014 LegalFeesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,308 1,154   1,154


    TY 2014 OtherExpensesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 48 24   24
    SUBSCRIPTIONS 1,170 585   585
    DUES 2,487 1,243   1,244
    OFFICE EXPENSE 5,165 2,582   2,583
    INSURANCE 3,150 1,382   1,768
    P.O. BOX RENT 520 260   260
    INVESTMENT FEES 98 98   0


    TY 2014 OtherIncreasesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL SERVICES 1,245 414   831


    TY 2014 TaxesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN: 93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON DEPARTMENT OF JUSTICE CT-12 FEE 1,122 0   1,122
    FOREIGN TAX PAID 2,762 2,762   0
    FEDERAL EXCISE TAX 10,746 0   0