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
WENTWORTH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)107 SE GRAND AVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97214
A Employer identification number

93-6024043
B Telephone number (see instructions)

(503) 232-2000
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$1,609,875
J 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).............. 292
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 3,321 3,321  
4 Dividends and interest from securities...... 47,140 47,140  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,066
b Gross sales price for all assets on line 6a 498,182
7 Capital gain net income (from Part IV, line 2)... 91,066
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........ 141,819 141,527  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,420 4,000   12,420
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 544 208   195
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,873 5,830   43
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,837 10,038   12,658
25 Contributions, gifts, grants paid........ 72,815 72,815
26 Total expenses and disbursements. Add lines 24 and 25 95,652 10,038   85,473
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 46,167
b Net investment income (if negative, enter -0-) 131,489
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............... 25,302 36,515 36,515
2 Savings and temporary cash investments.......... 81,520 38,780 38,780
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)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,090,164 Click to see attachment1,153,920 1,534,580
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) 1,196,986 1,229,215 1,609,875
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...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,196,986 1,229,215
30 Total net assets or fund balances (see instructions)...... 1,196,986 1,229,215
31 Total liabilities and net assets/fund balances (see instructions).. 1,196,986 1,229,215
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 1,196,986
2 Enter amount from Part I, line 27a..................... 2 46,167
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,243,153
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 13,938
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,229,215
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 RBC- DETAILS AVAILABLE UPON REQUEST P 2014-02-20 2014-02-24
b RBC- DETAILS AVAILABLE UPON REQUEST P 2013-01-01 2014-12-31
c CHARLES SCHWAB- DETAILS AVAILABLE UPON REQUEST P 2014-01-01 2014-12-31
d CHARLES SCHWAB- DETAILS AVAILABLE UPON REQUEST P 2013-01-01 2014-12-31
e CAPITAL GAINS DIVIDENDS P    
(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 5   5 0
b 102,681   64,066 38,615
c 113,265   109,882 3,383
d 275,222   233,163 42,059
e 7,009     7,009
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       0
b       38,615
c       3,383
d       42,059
e       7,009
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 91,066
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 68,761 1,478,571 0.046505
2012 54,677 1,205,480 0.045357
2011 56,838 1,235,594 0.046001
2010 58,980 1,209,196 0.048776
2009 72,655 1,239,525 0.058615
2 Total of line 1, column (d) ...................... 2 0.245254
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 0.049051
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,588,544
5 Multiply line 4 by line 3....................... 5 77,920
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,315
7 Add lines 5 and 6......................... 7 79,235
8 Enter qualifying distributions from Part XII, line 4.............. 8 85,473
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 1,315
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 1,315
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 1,315
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 291
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,491
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 21
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 10 155
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet155 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
     
    No
    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 ofbulletMAURICE R WILLIAMS Telephone no.bullet (503) 228-5277
    Located atbullet230 NW 10TH AVEPORTLANDOR ZIP+4bullet97209
    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
     
     
    .........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
    GREGORY T WENTWORTH PRESIDENT
    0.25
    0 0 0
    107 SE GRAND AVE
    PORTLAND,OR97214
    SCOTT WENTWORTH VICE-PRESIDENT
    0.25
    0 0 0
    107 SE GRAND AVE
    PORTLAND,OR97214
    MAURICE R WILLIAMS SECRETARY
    0.25
    0 0 0
    107 SE GRAND AVE
    PORTLAND,OR97214
    ROBERT C WENTWORTH TREASURER
    0.25
    0 0 0
    107 SE GRAND AVE
    PORTLAND,OR97214
    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
    1,519,677
    b
    Average of monthly cash balances.......................
    1b
    93,058
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,612,735
    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
    1,612,735
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,191
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,588,544
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    79,427
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    79,427
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,315
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,315
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    78,112
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    78,112
    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
    78,112
    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
    85,473
    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
    85,473
    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
    1,315
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    84,158
    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 78,112
    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....... 11,057
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 11,057
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 85,473
    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..... 78,112
    e Remaining amount distributed out of corpus 7,361
    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 18,418
    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) ...
    11,057
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    7,361
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 7,361
    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 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 (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
    AUTISM SPEAKS
    159 WESTERN AVENUE WEST SUITE 454A
    SEATTLE,WA98119
      PC CHANGE THE FUTURE FOR ALL WHO STRUGGLE WITH AN AUTISM SPECTRUM DISORDER. 250
    BASIC RIGHTS OREGON
    PO BOX 40625
    PORTLAND,OR97240
      PC SUPPORTS LGBTQ INCLUSION, BOTH POLITICALLY AND SOCIALLY. WORKS TOWARDS ENSURING POLICIES PROMOTING EQUALITY. 250
    BEACH PTA
    1710 N HUMBOLDT ST
    PORTLAND,OR97217
      PC SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN. 250
    BLANCHET HOUSE
    310 NW GLISAN ST
    PORTLAND,OR97209
      PC TO FEED, CLOTHE, AND OFFER SHELTER AND AID TO THOSE IN NEED. 2,000
    BOYS AND GIRLS CLUB
    7119 SE MILWAUKIE AVE
    PORTLAND,OR97202
      PC PROVIDING PROGRAMS AND ACTIVITIES FOR YOUTH. 4,500
    B-WORD WORLDWIDE INC (B- MEDIA)
    4930 NE 29TH AVE
    PORTLAND,OR97211
      PC A FEMINIST MEDIA ORGANIZATION PROMOTING ACTIVISM AND SOCIAL CHANGES FOR WOMEN. 1,000
    CAMP HOWARD
    825 NE 20TH AVE 120
    PORTLAND,OR97232
      PC CHRISTIAN CAMP REINFORCING SOUND HUMAN AND SOCIAL VALUES. 1,000
    CAMP ROSENBAUM CENTER
    449 NE EMERSON ST
    PORTLAND,OR97211
      PC CITIZENSHIP CAMP FOR LOW INCOME YOUTH. 1,000
    CARDINAL FOOTBALL (LINCOLN HS)
    1600 SW SALMON ST
    PORTLAND,OR97205
      PC A HIGH SCHOOL LOCATED IN DOWNTOWN PORTLAND. DEDICATED TO ACADEMIC AND ATHLETIC EXCELLENCE. 250
    CATHOLIC CHARITIES
    2740 DE POWELL BLVD
    PORTLAND,OR97202
      PC THE SOCIAL SERVICE ARM OF THE CATHOLIC CHURCH HELPING THE VULNERABLE. 1,000
    CITY CLUB OF PORTLAND
    901 SW WASHINGTON ST
    PORTLAND,OR97205
      PC NONPROFIT, NONPARTISAN, CIVIC AND PUBLIC AFFAIRS RESEARCH ORGANIZATION. 500
    COMMUNITY ENERGY PROJECT
    422 NE ALBERTA ST
    PORTLAND,OR97211
      PC PROVIDES FREE CONSERVATION AND SAFETY WORKSHOPS. 250
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK AVE
    PORTLAND,OR97217
      PC PROVIDES FAITH-BASED EDUCATION TO UNDERSERVED STUDENTS. 1,000
    DOUGY CENTER
    3909 SE 52ND AVE
    PORTLAND,OR97206
      PC PROVIDES A SAFE PLACE FOR CHILDREN, TEENS, YOUNG ADULTS AND THEIR FAMILIES WHO ARE GRIEVING A DEATH TO SHARE EXPERIENCES. 2,000
    DRESS FOR SUCCESS
    1532 NE 37TH AVE
    PORTLAND,OR97232
      PC ANTI-POVERTY NONPROFIT HELPING LOW INCOME WOMEN TRANSITION BACK TO WORK. 250
    EUGENE MISSION
    1542 W 1ST AVE
    EUGENE,OR97402
      PC WELLNESS SHELTER PROVIDING MEALS, SAFE SHELTER, CLOTHING AND SOCIAL SERVICES. 2,000
    FOCUS ON YOUTH
    1631 NE BROADWAY 144
    PORTLAND,OR97232
      PC PROMOTES CREATIVITY, PHOTOGRAPHY MENTORING FOR LOW-INCOME YOUTH. 1,000
    FRIENDS OF FOREST PARK
    210 NW 17TH AVE SUITE 201
    PORTLAND,OR97209
      PC FOCUSED ON PROTECTING FOREST PARK'S ECOLOGICAL HEALTH WHILE ENCOURAGING RESPONSIBLE RECREATION AND AND ACCESS. 250
    FRIENDS OF OUTDOOR SCHOOL
    PO BOX 82684
    PORTLAND,OR97282
      PC WORKS WITH OREGON'S PUBLIC SCHOOLS TO INTRODUCE CHILDREN TO NATURE, ECOLOGY, AND PLANT AND ANIMAL LIFE. 1,000
    GIRLS ON THE RUN OF PORTLAND METRO
    3439 NE SANDY BLVD 129
    PORTLAND,OR97212
      PC A PROGRAM PREPARING YOUNG GIRLS FOR A HEALTHY LIFE TEACHING THEM HOW TO START AN EXERCISE/RUNNING ROUTINE. 250
    GIRLS INC
    4800 SW MACADAM AVE 309
    PORTLAND,OR97239
      PC PROGRAMS FOR GIRLS 6-18 FOCUSING ON HEALTHY BEHAVIORS AND ADOPTING NEW LIFE SKILLS. 2,000
    GRANTMAKERS OF OREGON AND SOUTHWEST WASHINGTON
    425 NW 10TH AVE 305
    PORTLAND,OR97209
      PC A NETWORK OF FUNDERS WORKING TO STRENGTHEN AND EXPAND PHILANTHROPY AND IMPROVE THE VITALITY AND HEALTH OF THE COMMUNITIES. 1,070
    GROWING GARDENS
    2203 NE OREGON ST
    PORTLAND,OR97232
      PC HELPS PEOPLE GROW THEIR OWN FOOD; BUILDING ORGANIC HOME GROWN GARDENS. 1,000
    HOYT ARBORETUM FRIENDS (HAF)
    4000 SW FAIRVIEW BLVD
    PORTLAND,OR97221
      PC COLLECTIVELY NURTURING AND SUSTAINING THE HOYT ARBORETUM. 250
    JESUIT HIGH SCHOOL
    9000 SW BEAVERTON-HILLSDALE HWY
    PORTLAND,OR97225
      PC A CATHOLIC COLLEGE PREPARATORY HIGH SCHOOL. 1,000
    JESUIT HIGH SCHOOL FOOD DRIVE
    9001 SW BEAVERTON-HILLSDALE HWY
    PORTLAND,OR97225
      PC A FOOD DRIVE FOR JHS HELPING OVER 360 FAMILIES. 2,000
    LIVING YOGA
    5100 SW MACADAM AVE 360
    PORTLAND,OR97239
      PC SERVES ADULTS IN DRUG & ALC. RECOVERY, PRISON AND VICTIMS OF TRAUMA TO MAKE POSITIVE LIFE CHANGES. 1,000
    MEALS ON WHEELS
    7710 SW 31ST AVE
    PORTLAND,OR97219
      PC TO ENRICH THE LIVES OF SENIORS, SUPPLYING MEALS AND ENSURING THEY DO NOT EXPERIENCE SOCIAL ISOLATION. 1,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON CT
    PORTLAND,OR97224
      PC CHRISTIAN GLOBAL HEALTH ORGANIZATION, DELIVERING RELIEF AND DEVELOPMENT PROGRAMS TO ALL PEOPLE IN NEED. 500
    MINDS MATTERS
    15050 SW KOLL PKWY
    BEAVERTON,OR97006
      PC EQUIP UNDERPRIVILEGED HIGH SCHOOL STUDENTS WITH THE TOOLS TO GAIN ACCEPTANCE INTO UNIVERSITIES. 1,500
    MJNEC FOUNDATION
    1636 SW STRINGTOWN RD
    FOREST GROVE,OR97116
      PC (MIKE J. NEWTON ESOPHAGEAL CANCER FOUNDATION) PROMOTE EDUCATION AND RESEARCH FOR EARLY DETECTION. 500
    OREGON ACTIVE FOUNDATION
    14545 SW MOET CT
    TIGARD,OR97224
      PC DEDICATED TO PROVIDING ADVENTURE THERAPY FOR THOSE IN OUR COMMUNITY AFFECTED BY LIFE CHALLENGING CONDITIONS. 250
    OREGON DUCK ATHLETIC FUND
    2727 LEO HARRIS PKWY
    EUGENE,OR97401
      PC ATHLETIC FOUNDATION FOR OREGON'S DIVISION 1 PROGRAMS. 3,500
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211
      PC TO CARE FOR HOMELESS AND ABUSED ANIMALS AND FIND THEM RESPONSIBLE HOMES. 2,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PC GIVING VOICE TO THE COMMUNITY, CONNECTING OREGON AND ITS NEIGHBORS, ILLUMINATING A WIDER WORLD. 1,000
    OREGON STATE CW WENTWORTH SCHOLARSHIP
    850 SW 35TH ST
    CORVALLIS,OR97333
      PC INVESTMENT IN EDUCATION. 2,000
    PANCREATIC DISEASE RESEARCH
    3 BETHESDA METRO CENTER SUITE 700
    BETHESDA,MD20814
      PC PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING ED 250
    PCC FOUNDATION
    PO BOX 19000
    PORTLAND,OR97280
      PC (PORTLAND COMMUNITY COLLEGE) EXPANDS ACCESS TO EDUCATION. 5,000
    PENINSULA CHILDREN'S CENTER
    620 N FREMONT ST
    PORTLAND,OR97227
      PC TO PROVIDE HIGH-QUALITY, AFFORDABLE CHILDCARE AND EDUCATION AS WELL AS FAMILY SUPPORT PROGRAMS THAT CONTRIBUTE TO THE VITALITY OF NORTH AND NORTHEAST PORTLAND. 1,000
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVE
    SEATTLE,WA98121
      PC GROWS AND PROMOTES EFFECTIVE PHILANTHROPY. 595
    PLANNED PARENTHOOD
    3231 SE 50TH AVE
    PORTLAND,OR97206
      PC DELIVERS VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF WOMEN, MEN, AND YOUNG PEOPLE WORLDWIDE. 1,000
    PORTLAND SAFETY AND JUSTICE
    825 NE 29TH AVE 250
    PORTLAND,OR97232
      PC WORK WITH PEOPLE CONVICTED OF CRIME, SURVIVORS OF CRIME, AND THE FAMILIES OF BOTH TO ADVOCATE FOR POLICIES THAT MAKE OREGON'S APPROACH TO PUBLIC SAFETY MORE EFFECTIVE AND MORE JUST. 700
    ST ANDREWS NATIVITY SCHOOL
    4925 9TH AVE
    PORTLAND,OR97211
      PC CULTIVATES SPIRITUALITY, INTELLECTUAL GROWTH AND SCHOLASTIC EXPERIENCES. 2,000
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219
      PC SUPPORTS INDEPENDENT LIVING FOR SENIORS AND PEOPLE WITH DISABILITIES PROVIDING LOW-COST GROCERY DELIVERIES. 2,000
    SUNSHINE DIVISION
    687 N THOMPSON ST
    PORTLAND,OR97227
      PC PROVIDES FOOD AND CLOTHING RELIEF TO PORTLAND FAMILIES AND INDIVIDUALS IN NEED. 1,000
    UNIVERSITY OF PORTLAND - BUSINESS SCHOLARSHIP
    THE PAPLIN SCHOOL OF BUSINESS 5000
    N WILLAMETTE BLVD
    PORTLAND,OR97203
      PC SUPPORTS SEVEN UNDERGRADUATE PROGRAMS AND THREE GRADUATE LEVEL PROGRAMS - AACBS-ACCREDITED 1,000
    VICTORY ACADEMY
    27960 SW CANYON CREEK RD
    WILSONVILLE,OR97070
      PC EDUCATE KIDS WITH AUTISM. 250
    VOLUNTEERS OF AMERICA FAMILY RELIEF NURSERY
    3910 SE STARK ST
    PORTLAND,OR97214
      PC BREAK INTERGENERATIONAL CYCLE OF CHILD ABUSE AND NEGLECT. 2,000
    WOMENS FOUNDATION OF OREGON
    221 NW 2ND AVE 302
    PORTLAND,OR97209
      PC FOCUS THE POWER OF WOMEN'S COLLECTIVE RESOURCES TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT OREGON. 1,200
    AMERICAN CANCER SOCIETY
    330 SW CURRY ST
    PORTLAND,OR97239
      PC ELIMINATING CANCER AS A MAJOR HEALTH PROBLEM. 500
    BACKLINE
    PO BOX 28284
    OAKLAND,CA94604
      PC TALK LINE FOR PEOPLE STRUGGLING WITH ISSUES RELATED TO PREGNANCY, PARENTING, ABORTION AND ADOPTION. 250
    BORREGO HIGH SCHOOL
    2281 DIEGUENO DR
    BORREGO SPRINGS,CA92004
      PC SERVES THE COMMUNITY BY PURSUING EDUCATIONAL EXCELLENCE. 1,000
    BRADLEY ANGLE HOUSE
    5432 N ALBINA AVE
    PORTLAND,OR97217
      PC OFFERING DOMESTIC VIOLENCE SURVIVORS OPTIONS FOR SAFE AND EMPOWERED HEALING AND HOPE. 250
    BROADWAY ROSE THEATRE COMPANY
    12850 SW GRANT AVE
    TIGARD,OR97223
      PC TO CREATE UNPARALLED MUSICAL THEATRE EXPERIENCES THAT INVIGORATE AUDIENCES AND ENRICH OUR COMMUNITIES. 750
    CENTRAL CATHOLIC HIGH SCHOOL
    2401 SE STARK ST
    PORTLAND,OR97214
      PC COLLEGE PREPARATORY SCHOOL COMMITTED TO EDUCATING DIVERSE STUDENTS. 1,000
    GUIDE DOGS FOR THE BLIND
    808 SW 3RD AVE
    PORTLAND,OR97204
      PC GUIDE DOGS FOR THE BLIND IS MORE THAN AN INDUSTRY LEADING GUIDE DOG SCHOOL; WE ARE A PASSIONATE COMMUNITY THAT SERVES THE VISUALLY IMPAIRED. 250
    HAND2MOUTH THEATRE
    210 SE MADISON ST STE 11
    PORTLAND,OR97214
      PC HAND2MOUTH IS A THEATRE ENSEMBLE COMMITTED TO CREATING ORIGINAL WORK. 250
    MERCY CORPS
    45 SW ANKENY ST
    PORTLAND,OR97204
      PC SAVING AND IMPROVING LIVES IN THE WORLD'S TOUGHEST PLACES. 500
    NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
    3030 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97217
      PC IS TO IMPROVE HEALTH OUTCOMES IN A MEDICALLY UNDER-SERVED COMMUNITY BY OFFERING HEALTH SCREENING AND BASIC MEDICAL SERVICES AT NO COST. 500
    NORTHWEST MOTHER'S MILK BANK
    417 SW 117TH AVE 105
    PORTLAND,OR97225
      PC OUR MISSION IS TO COLLECT, PASTEURIZE AND DISTRIBUTE DONOR HUMAN MILK FOR MEDICAL NEEDS. 500
    OPEN MEADOW ALTERNATIVE SCHOOLS
    7621 N WABASH AVE
    PORTLAND,OR97217
      PC TO DEVELOP CONNECTION, CAPABILITY, AND CONFIDENCE IN DISCONNECTED YOUTH THROUGH RELATIONSHIP-BASED, QUALITY LEARNING EXPERIENCES THAT RESLUT IN ACADEMIC, PERSONAL, AND COMMUNITY SUCCESS. 250
    PORTLAND CHILD ART STUDIO
    1819 NW EVERETT ST
    PORTLAND,OR97209
      PC TO SUPPORT THE PERCEPTUAL DEVELOPMENT OF CHILDREN THROUGH ARTISTIC LEARNING. 1,000
    PROJECT POOCH
    543 3RD ST C-3
    LAKE OSWEGO,OR97034
      PC PROVIDES OPPORTUNITIES FOR YOUTH IN CORRECTIONS TO DEVELOP THE PERSONAL AND VOCATIONAL SKILLS THEY WILL NEED TO BECOME RESPONSIBLE, PRODUCTIVE MEMBERS OF THE COMMUNITY. 1,000
    RAFAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD
    PORTLAND,OR97214
      PC DEDICATED TO ENDING INTIMATE PARTNER VIOLENCE FOR GOOD. 250
    ROSEMARY ANDERSON SCHOOL
    717 N KILLINGSWORTH CT
    PORTLAND,OR97217
      PC COMMUNITY-BASED ALTERNATIVE HIGH SCHOOL FOR STUDENTS WHO ARE NOT SUCCEEDING IN THE PUBLIC SCHOOL SETTING. 250
    SMART
    101 SW MARKET ST
    PORTLAND,OR97201
      PC PROVIDE A LITERACY EXPERIENCE THAT ENTICES CHILDREN TO READ AND ATTEMPTS TO CREATE LIFETIME READERS. 2,500
    THE ANIMAL SHELTER OF WOOD RIVER VALLEY
    100 CROY CREEK RD
    HAILEY,ID73333
      PC TO ENRICH THE QUALITY OF LIFE IN OUR COMMUNITY BY CONNECTING ANIMALS AND PEOPLE THROUGH INNOVATIVE PROGRAMS THAT INSPIRE AND HAVE IMPACT BEYOND OUR BODIES. 250
    UNIVERSITY OF OREGON-LUNDQUIST SCHOOL
    1208 UNIVERSITY ST
    EUGENE,OR97403
      PC SUPPORTS THE COLLEGE OF BUSINESS AT THE UNIVERSITY OF OREGON. 1,000
    WSU FOUNDATION COLLEGE OF BUSINESS & ECONOMICS
    CARSON COLLEGE OF BUSINESS PO BOX
    644750
    PULLMAN,WA99164
      PC EMPLOYS A GLOBAL PERSPECTIVE AND EDUCATES STUDENTS TO FUNCTION AND INTERPRET THE INTERNATIONALIZED MARKET. 2,000
    Total .................................bullet 3a 72,815
    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 ............
        14 3,321  
    4 Dividends and interest from securities....     14 47,140  
    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 91,066  
    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).. 0 141,527 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13141,527
    (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
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    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN: 93-6024043
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,420 4,000   12,420

    TY 2014 InvestmentsOtherSchedule2
    Name:
    WENTWORTH FOUNDATION
    EIN: 93-6024043
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RBC AT COST 390,996 518,560
    CHARLES SCHWAB AT COST 762,924 1,016,020

    TY 2014 OtherDecreasesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN: 93-6024043
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN: 93-6024043
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUBSCRIPTIONS 23 0   23
    BANK CHARGES 14 0   14
    INVESTMENT FEES 5,830 5,830   0
    OFFICE EXPENSES 6 0   6


    TY 2014 TaxesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN: 93-6024043
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 141 0   0
    STATE TAXES 195 0   195
    FOREIGN TAXES 208 208   0