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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,500,764J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 631,498 631,498  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 999,919
b Gross sales price for all assets on line 6a 1,489,211
7 Capital gain net income (from Part IV, line 2)... 999,919
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........ 1,631,417 1,631,417  
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....... 3,757 1,251   2,506
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,797 7,399   7,398
c Other professional fees (attach schedule).... Click to see attachment 1,258 419   839
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,502 2,546   1,094
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 22,802 11,401   11,401
21 Travel, conferences, and meetings....... 874 437   437
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,937 6,773   7,164
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,902 43,511   59,529
25 Contributions, gifts, grants paid....... 1,330,462 1,330,462
26 Total expenses and disbursements. Add lines 24 and 25 1,449,364 43,511   1,389,991
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 182,053
b Net investment income (if negative, enter -0-) 1,587,906
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 4,612 115,747 115,747
2 Savings and temporary cash investments......... 121,539 764,870 764,870
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.......... 10,226    
10a Investments—U.S. and state government obligations (attach schedule) 1,805,355 Click to see attachment1,550,148 2,171,534
b Investments—corporate stock (attach schedule)....... 6,904,030 Click to see attachment6,602,351 23,323,425
c Investments—corporate bonds (attach schedule)....... 99,002 Click to see attachment98,296 125,188
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) 8,944,764 9,131,412 26,500,764
Liabilities 17 Accounts payable and accrued expenses..........   5,134
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 5,134
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 8,944,764 9,126,278
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)..... 8,944,764 9,126,278
31 Total liabilities and net assets/fund balances (see instructions). 8,944,764 9,131,412
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
8,944,764
2
Enter amount from Part I, line 27a .....................
2
182,053
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,126,817
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
539
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,126,278
Form 990-PF (2015)
Form 990-PF (2015)
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   2009-01-28 2015-05-13
b pUBLICLY TRADED SECURITIES   2015-05-05 2015-05-05
c PUBLICLY TRADED SECURITIES   2008-10-14 2015-11-18
d PUBLICLY TRADED SECURITIES   2010-05-06 2015-12-28
e PUBLICLY TRADED SECURITIES   2004-01-01 2015-01-20
PUBLICLY TRADED SECURITIES   2010-01-26 2015-04-01
PUBLICLY TRADED SECURITIES   2005-03-11 2015-08-03
PUBLICLY TRADED SECURITIES   1999-09-24 2015-08-03
PUBLICLY TRADED SECURITIES   2004-11-18 2015-11-16
pUBLICLY TRADED SECURITIES   2008-01-30 2015-12-31
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 329,102   7,480 321,622
b 306     306
c 560,000   131,654 428,346
d 378,000   136,129 241,871
e 790   1,295 -505
100,000   102,855 -2,855
100,000   100,000 0
10,000   9,879 121
235     235
2,472     2,472
8,306     8,306
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       321,622
b       306
c       428,346
d       241,871
e       -505
      -2,855
      0
      121
      235
      2,472
      8,306
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 2 999,919
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))
2014 1,333,397 26,921,712 0.049529
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
2
Total of line 1, column (d) .....................
20.242386
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
0.048477
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
27,205,104
5
Multiply line 4 by line 3......................
5
1,318,822
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
15,879
7
Add lines 5 and 6........................
7
1,334,701
8
Enter qualifying distributions from Part XII, line 4.............
8
1,389,991
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 15,879
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 15,879
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 15,879
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 10,739
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,140
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,879
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 83
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 83
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website 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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (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 (2015)
    Form 990-PF (2015)
    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  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    27,108,835
    b
    Average of monthly cash balances.......................
    1b
    510,560
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,619,395
    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
    27,619,395
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    414,291
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,205,104
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,360,255
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,360,255
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    15,879
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,879
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,344,376
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,344,376
    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
    1,344,376
    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
    1,389,991
    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
    1,389,991
    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
    15,879
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,374,112
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,344,376
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011...... 6,967
    c From 2012......  
    d From 2013...... 32,524
    e From 2014...... 8,789
    fTotal of lines 3a through e........ 48,280
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,389,991
    a Applied to 2014, 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 2015 distributable amount..... 1,344,376
    e Remaining amount distributed out of corpus 45,615
    5 Excess distributions carryover applied to 2015. 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 93,895
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		93,895
    10 Analysis of line 9:
    a Excess from 2011.... 6,967
    b Excess from 2012....  
    c Excess from 2013.... 32,524
    d Excess from 2014.... 8,789
    e Excess from 2015.... 45,615
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 HILARY EVART BEGINNING
    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 (2015)
    Form 990-PF (2015)
    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
    Adaptive Sports Northwest
    4840 SW Western Avenue Suite 500
    Beaverton,OR97005     		  PC UNRESTRICTED 3,000
    Adventures without Limits
    1341 Pacific Avenue
    Forest Grove,OR97116     		  PC UNRESTRICTED 10,000
    Airway Science for Kids
    PO Box 4142
    Portland,OR97208     		  PC UNRESTRICTED 5,000
    American Diabetes Association
    4380 SW Macadam Ave River Forum 1
    Suite 210
    Portland,OR97239     		  PC UNRESTRICTED 2,500
    American Red Cross
    3131 N Vancouver Ave
    Portland,OR97227     		  PC UNRESTRICTED 5,000
    ARC of Lane County
    4181 E Street
    Springfield,OR97478     		  PC UNRESTRICTED 5,000
    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 4,500
    Assistance League of Greater Portland
    4000 SW 117th
    Beaverton,OR97005     		  PC UNRESTRICTED 4,500
    Assistance League of the Columbia Pacific
    PO Box 596
    Astoria,OR97103     		  PC UNRESTRICTED 4,500
    Bag and Baggage Productions
    PO Box 3176
    Hillsboro,OR97123     		  PC UNRESTRICTED 3,000
    Baker Community Concert Association
    PO Box 1114
    Baker City,OR97814     		  PC UNRESTRICTED 3,000
    BEAT Riding Center
    41919 NW Wilkesboro Road
    Banks,OR97106     		  PC UNRESTRICTED 5,000
    Big Brothers Big Sisters of Central Oregon
    2125 NE Daggett Lane
    Bend,OR97701     		  PC UNRESTRICTED 5,000
    Birch Community Services
    17780 NE San Rafael
    Portland,OR97230     		  PC UNRESTRICTED 3,000
    Body Vox
    1201 NW 17th Ave
    Portland,OR97209     		  PC UNRESTRICTED 2,500
    Book Trust
    789 Sherman St Suite 300A
    Denver,CO80203     		  PC UNRESTRICTED 2,000
    Boys & Girls Aid
    018 SW Boundary Ct
    Portland,OR97239     		  PC UNRESTRICTED 5,000
    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 5,000
    Bradley Angle
    5432 N Albina Avenue
    Portland,OR97217     		  PC UNRESTRICTED 7,500
    Breast Friends
    14050 SW Pacific Hwy Suite 201
    Tigard,OR97224     		  PC UNRESTRICTED 5,000
    Brighton Academy
    1121 NE 7th Street
    Grants Pass,OR97526     		  PC UNRESTRICTED 2,917
    Broadway Rose Theater
    PO Box 231004
    Tigard,OR97281     		  PC UNRESTRICTED 3,000
    Caldera
    224 NW 13th Ave Box 304
    Portland,OR97209     		  PC UNRESTRICTED 3,500
    Camp and Retreat Ministries
    1505 SW 18th Ave
    Portland,OR97201     		  PC UNRESTRICTED 2,000
    Camp Fire Columbia
    619 SW 11th Avenue Suite 234
    Portland,OR97205     		  PC UNRESTRICTED 2,500
    Canby Center The
    681 SW 2nd Ave
    Canby,OR97013     		  PC UNRESTRICTED 3,500
    Candlelighters for Children with Cancer
    5440 SW Westgate Drive
    Portland,OR97221     		  PC UNRESTRICTED 7,500
    Capital Futbol Club
    1678 Liberty St SE
    Salem,OR97302     		  PC UNRESTRICTED 5,000
    CARES Northwest
    2800 N Vancouver Ave Suite 201
    Portland,OR97227     		  PC UNRESTRICTED 4,000
    CASA - Voices for Children
    129 NW 4th St Suite B
    Corvallis,OR97330     		  PC UNRESTRICTED 10,000
    CASA Douglas County
    1000 SE Stephens St
    Roseburg,OR97470     		  PC UNRESTRICTED 5,000
    CASA for Children
    1401 NE 68th Ave
    Portland,OR97213     		  PC UNRESTRICTED 5,235
    CASA of Jackson & Josephine Counties
    613 Market Street
    Medford,OR97504     		  PC UNRESTRICTED 10,000
    Cascade AIDS Project
    208 SW Fifth Ave Ste 800
    Portland,OR97204     		  PC UNRESTRICTED 3,500
    Catholic Community Services of Lane Co
    1025 G Street
    Springfield,OR97477     		  PC UNRESTRICTED 3,500
    Cedar Sinai Park
    6125 SW Boundary Street
    Portland,OR97221     		  PC UNRESTRICTED 5,000
    Central Point School District #6
    806 6th Ave
    Gold Hill,OR97525     		  PC UNRESTRICTED 4,000
    Chamber Music Northwest
    522 SW Fifth Ave Suite 920
    Portland,OR97204     		  PC UNRESTRICTED 2,500
    Chemeketa Non-Profit Housing Inc
    1011 Commercial Street NE
    Salem,OR97301     		  PC UNRESTRICTED 2,500
    Child Advocates Inc
    421 High Street Suite 108
    Oregon City,OR97045     		  PC UNRESTRICTED 5,000
    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
    Chintimini Wildlife Center
    311 NW Lewisburg Ave
    Corvallis,OR97330     		  PC UNRESTRICTED 4,290
    Circus Project The
    1420 NW 17th Suite 388
    Portland,OR97209     		  PC UNRESTRICTED 2,500
    Clackamas County Arts Alliance
    PO Box 2181
    Oregon City,OR97045     		  PC UNRESTRICTED 2,000
    Clatsop Animal Assistance
    PO Box 622
    Warrenton,OR97146     		  PC UNRESTRICTED 5,000
    Clatsop Community College Foundation
    1651 Lexington Avenue
    Astoria,OR97103     		  PC UNRESTRICTED 6,000
    Clatsop County Animal Shelter
    1315 SE 19th Street
    Warrenton,OR97146     		  PC UNRESTRICTED 1,000
    CoHo Productions
    2257 NW Raleigh St
    Portland,OR97210     		  PC UNRESTRICTED 2,500
    Columbia Center for the Arts
    PO Box 1543
    Hood River,OR97031     		  PC UNRESTRICTED 3,500
    Columbia Gorge Discovery Center and Museum
    5000 Discovery Drive
    The Dalles,OR97058     		  PC UNRESTRICTED 4,000
    Community Outreach Inc
    865 Reiman Ave
    Corvallis,OR97330     		  PC UNRESTRICTED 3,000
    Community Transitional School
    6601 NE Killingsworth St
    Portland,OR97218     		  PC UNRESTRICTED 10,000
    Comprehensive Options for Drug Abusers
    1027 E Burnside
    Portland,OR97214     		  PC UNRESTRICTED 2,500
    Coos Art Museum
    235 Anderson
    Coos Bay,OR97420     		  PC UNRESTRICTED 1,500
    Creating Memories for Disabled Children
    82159 Eggleson Lane
    Enterprise,OR97828     		  PC UNRESTRICTED 5,000
    Crossroads Carnegie Art Center
    2020 Auburn Ave
    Baker City,OR97814     		  PC UNRESTRICTED 2,500
    De La Salle North Catholic
    7528 North Fenwick
    Portland,OR97217     		  PC UNRESTRICTED 5,000
    Deschutes Children's Foundation
    1010 NW 14th Street
    Bend,OR97703     		  PC UNRESTRICTED 7,500
    Deschutes River Alliance
    PO Box 440
    Maupin,OR97037     		  PC UNRESTRICTED 2,750
    Divide Camp Inc
    PO Box 49
    Joseph,OR97846     		  PC UNRESTRICTED 6,495
    Douglas County Children's Center
    256 SE Stephens Street
    Roseburg,OR97470     		  PC UNRESTRICTED 5,000
    Dougy Center
    PO Box 86852
    Portland,OR97286     		  PC UNRESTRICTED 3,000
    Ducks Unlimed
    17700 SE Mill Plain BLVD 100
    Vancouver,WA98683     		  PC UNRESTRICTED 5,000
    Echo Theater Company
    1515 SE 37th Ave
    Portland,OR97214     		  PC UNRESTRICTED 5,750
    EcoTrust
    721 NW Ninth Ave Suite 200
    Portland,OR97209     		  PC UNRESTRICTED 7,500
    Ecumenical Ministries of Oregon
    0245 SW Bancroft Street Suite B
    Portland,OR97239     		  PC UNRESTRICTED 2,500
    Eugene-Springfield Youth Orchestras
    PO Box 5666
    Eugene,OR97405     		  PC UNRESTRICTED 2,000
    Familias en Accion
    2710 NE 14th Ave
    Portland,OR97212     		  PC UNRESTRICTED 2,000
    Favell Museum Inc
    125 W Main St
    Klamath Falls,OR97601     		  PC UNRESTRICTED 5,000
    First Tee of the Coachella Valley
    74-945 Sheryl Avenue
    Palm Desert,CA92260     		  PC UNRESTRICTED 7,500
    Fishtrap
    PO Box 38
    Enterprise,OR97828     		  PC UNRESTRICTED 3,000
    Florence Food Share
    PO Box 2514
    Florence,OR97439     		  PC UNRESTRICTED 12,000
    Focus on Youth
    5901 SW Garden Home Road
    Portland,OR97219     		  PC UNRESTRICTED 3,000
    Forests Today & Forever
    PO Box 55
    Eugene,OR97405     		  PC UNRESTRICTED 5,000
    Four Rivers Cultural Center
    676 SW 5th Avenue
    Ontario,OR97914     		  PC UNRESTRICTED 4,000
    Friendly House
    2617 NW Savier St
    Portland,OR97210     		  PC UNRESTRICTED 4,000
    Friends of Saturday Academy
    5000 N Willamette Blvd
    Portland,OR97203     		  PC UNRESTRICTED 3,000
    Friends of The Children
    44 NE Morris Street
    Portland,OR97212     		  PC UNRESTRICTED 5,000
    Friends of the Seaside Library
    1131 Broadway Ave
    Seaside,OR97138     		  PC UNRESTRICTED 4,000
    Friends of Timberline Lodge
    PO Box 69544
    Portland,OR97239     		  PC UNRESTRICTED 2,750
    Gearhart Volunteer Fire Dept
    PO Box 2530
    Gearhart,OR97138     		  PC UNRESTRICTED 5,000
    Geezer Gallery
    049 SW Porter St
    Portland,OR97201     		  PC UNRESTRICTED 2,500
    Gleaners of Clackamas County
    13821 Fir Street
    Oregon City,OR97045     		  PC UNRESTRICTED 10,000
    Grandma's House of Central Oregon
    PO Box 6372
    Bend,OR97708     		  PC UNRESTRICTED 4,000
    Growing Gardens
    2203 NE Oregon Street
    Portland,OR97232     		  PC UNRESTRICTED 3,000
    Habitat for Humanity - Florence
    PO Box 3302
    Florence,OR97439     		  PC UNRESTRICTED 3,500
    Habitat for Humanity-Lincoln County
    PO Box 1311
    Newport,OR97365     		  PC UNRESTRICTED 5,000
    High Desert Chamber Music
    PO B1272
    Bend,OR97709     		  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
    Jericho Road
    PO Box 1689
    Redmond,OR97756     		  PC UNRESTRICTED 5,000
    Jewish Theatre Collaboration
    PO Box 42022
    Portland,OR97242     		  PC UNRESTRICTED 2,500
    Josephine County Historical Society
    512 SW 5th St
    Grants Pass,OR97526     		  PC UNRESTRICTED 5,000
    Josephy Center for Arts and Culture
    PO Box 949
    Joseph,OR97846     		  PC UNRESTRICTED 7,600
    JPR Foundation
    1250 Siskiyou Blvd
    Ashland,OR97520     		  PC UNRESTRICTED 7,500
    KEX Kids Fund
    13333 SW 68th Parkway Suite 310
    Tigard,OR97223     		  PC UNRESTRICTED 5,000
    Kinship House
    1823 NE 8th Ave
    Portland,OR97212     		  PC UNRESTRICTED 3,000
    Kukatonon Children's African Dance Troupe
    240 N Broadway Suite 214
    Portland,OR97227     		  PC UNRESTRICTED 2,500
    La Pine Community Kitchen
    PO Box 813
    La Pine,OR97739     		  PC UNRESTRICTED 5,000
    La Pine Park and Recreation District
    PO Box 664
    La Pine,OR97739     		  PC UNRESTRICTED 12,500
    Lan Su Chinese Garden
    220 NW 2nd Ave Suite 1050
    Portland,OR97209     		  PC UNRESTRICTED 2,500
    Lane County Legal Aid & Advocacy
    376 E 11th Ave
    Eugene,OR97401     		  PC UNRESTRICTED 5,000
    L'Arche Portland
    435 SE 85th Ave
    Portland,OR97213     		  PC UNRESTRICTED 3,000
    Liberty House
    2685 4th St NE
    Salem,OR97301     		  PC UNRESTRICTED 5,000
    Liberty Theater
    1203 Commercial
    Astoria,OR97103     		  PC UNRESTRICTED 2,000
    Liberty Theatre Foundation
    PO Box 3057
    La Grande,OR97850     		  PC UNRESTRICTED 5,000
    Library Foundation of Multnomah County
    620 SW 5th Ave 1025
    Portland,OR97204     		  PC UNRESTRICTED 2,500
    Lift Urban Portland
    2701 NW Vaughn St 102
    Portland,OR97210     		  PC UNRESTRICTED 3,000
    Linn Benton Community College Foundation
    6500 Pacific Blvd SW
    Albany,OR97321     		  PC UNRESTRICTED 10,000
    Linn County Animal Rescue
    PO Box 2669
    Lebanon,OR97355     		  PC UNRESTRICTED 10,000
    Literary Arts
    925 SW Washington Street
    Portland,OR97205     		  PC UNRESTRICTED 2,000
    Living Hope International
    PO Box 1218
    Clackamas,OR97015     		  PC UNRESTRICTED 2,000
    Living Yoga
    5100 SW Macadam Ave Suite 360
    Portland,OR97239     		  PC UNRESTRICTED 3,000
    Luckiamute Valley Charter Schools
    17475 Bridgeport Rd
    Dallas,OR97338     		  PC UNRESTRICTED 10,000
    MacDonald Center
    121 NW 6th Ave
    Portland,OR97209     		  PC UNRESTRICTED 3,000
    Marion-Polk Food Share
    1660 Salem Industrial Drive NE
    Salem,OR97301     		  PC UNRESTRICTED 7,500
    Marylhurst University
    PO Box 261
    Marylhurst,OR97036     		  PC UNRESTRICTED 5,000
    Meals On Wheels People
    7710 SW 31st Avenue
    Portland,OR97219     		  PC UNRESTRICTED 2,000
    Metropolitan Youth Symphony
    4800 SW Macadam Suite 105
    Portland,OR97239     		  PC UNRESTRICTED 2,000
    Mid Lane Cares
    PO Box 344
    Veneta,OR97487     		  PC UNRESTRICTED 4,000
    Mobility Impaired Golf Association
    15685 SW 116th Ave 187
    Tigard,OR97224     		  PC UNRESTRICTED 5,000
    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 5,000
    Music Camps at Wallowa Lake
    PO Box 636
    La Grande,OR97850     		  PC UNRESTRICTED 3,000
    My Voice Music
    PO Box 28043
    Portland,OR97228     		  PC UNRESTRICTED 3,000
    NAMI Multnomah
    542 NE 52nd Ave
    Portland,OR97213     		  PC UNRESTRICTED 6,000
    Nature Conservancy The
    821 SE 14th
    Portland,OR97214     		  PC UNRESTRICTED 2,000
    Neighborhood House
    7780 SW Capitol Hwy
    Portland,OR97210     		  PC UNRESTRICTED 4,000
    Neighbors for Kids
    PO Box 942
    Depoe Bay,OR97341     		  PC UNRESTRICTED 5,000
    Network Charter School
    2550 Portland St
    Eugene,OR97405     		  PC UNRESTRICTED 5,000
    New Avenues for Youth
    1220 SW Columbia St
    Portland,OR97201     		  PC UNRESTRICTED 5,000
    New Moon Productions
    PO Box 820165
    Portland,OR97282     		  PC UNRESTRICTED 2,500
    Newport Symphony Orchestra
    PO Box 1617
    Newport,OR97365     		  PC UNRESTRICTED 4,000
    Northwest Children's Theater & School
    1819 NW Everett
    Portland,OR97209     		  PC UNRESTRICTED 5,000
    Northwest Dance Project
    PO Box 42488
    Portland,OR97242     		  PC UNRESTRICTED 2,500
    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
    OHSU Foundation
    1121 SW Salmon Suite 100
    Portland,OR97205     		  PC UNRESTRICTED 10,000
    OHSU Foundation
    1121 SW Salmon Suite 100
    Portland,OR97205     		  PC UNRESTRICTED 7,500
    Old Church Society The
    1422 SW 11th Ave
    Portland,OR97201     		  PC UNRESTRICTED 12,000
    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 6,000
    Open Hearts Open Minds
    PO Box 4534
    Portland,OR97208     		  PC UNRESTRICTED 2,500
    Open Meadow Alternative School
    7621 N Wabash
    Portland,OR97217     		  PC UNRESTRICTED 6,000
    Oregon Arts Watch
    2146 NE 14th Ave
    Portland,OR97212     		  PC UNRESTRICTED 2,000
    Oregon Children's Theatre
    1939 NE Sandy Blvd
    Portland,OR97232     		  PC UNRESTRICTED 3,000
    Oregon Coast Children's Theatre
    PO Box 538
    Toledo,OR97391     		  PC UNRESTRICTED 4,000
    Oregon College of Art and Craft
    8245 SW Barnes Rd
    Portland,OR97225     		  PC UNRESTRICTED 3,500
    Oregon Episcopal School
    6300 SW Nicol Road
    Portland,OR97225     		  PC UNRESTRICTED 10,000
    Oregon Food Bank
    PO Box 55370
    Portland,OR97238     		  PC UNRESTRICTED 13,000
    Oregon Humane Society
    1067 NE Columbia Blvd
    Portland,OR97211     		  PC UNRESTRICTED 5,000
    Oregon Humanities
    813 SW Alder Suite 702
    Portland,OR97205     		  PC UNRESTRICTED 3,500
    Oregon Lions Sight & Hearing Foundation
    1010 NW 22 Avenue 144
    Portland,OR97210     		  PC UNRESTRICTED 8,000
    Oregon Poetry Association
    PO Box 14582
    Portland,OR97293     		  PC UNRESTRICTED 2,240
    Oregon Repertory Singers
    5319 SW Westgate Dr Suite 134
    Portland,OR97221     		  PC UNRESTRICTED 2,000
    Oregon State Parks Fdn
    888 SW Fifth Avenue Suite 1600
    Portland,OR97204     		  PC UNRESTRICTED 10,000
    Oregon State University Foundation
    850 SW 35th Street
    Corvallis,OR97333     		  PC UNRESTRICTED 35,000
    Oregon State University Foundation
    850 SW 35th Street
    Corvallis,OR97333     		  PC UNRESTRICTED 30,000
    Oregon Symphony Association
    921 SW Washington 200
    Portland,OR97205     		  PC UNRESTRICTED 5,000
    Oregon Tradeswomen Inc
    3934 NE Martin Luther King JR Blvd
    Suite 101
    Portland,OR97212     		  PC UNRESTRICTED 3,000
    Our House of Portland
    2727 SE Alder St
    Portland,OR97214     		  PC UNRESTRICTED 3,500
    pear
    338 NW 6th Ave
    Portland,OR97209     		  PC UNRESTRICTED 4,000
    Pacific Rivers Council
    317 SW Alder Ste 900
    Portland,OR97204     		  PC UNRESTRICTED 3,000
    Pacific Youth Choir
    1012 SW King Ave Suite 10
    Portland,OR97205     		  PC UNRESTRICTED 2,000
    Parent Partnership
    1310 S 8th St PO Box 1529
    Cottage Grove,OR97424     		  PC UNRESTRICTED 5,000
    Park Academy
    PO Box 34
    Marylhurst,OR97036     		  PC UNRESTRICTED 5,000
    Parrott Creek Child & Family Services
    1001 Molalla Ave Ste 209
    Oregon City,OR97045     		  PC UNRESTRICTED 5,000
    Pathfinders of Oregon
    7800 SW Barbur Blvd
    Portland,OR97219     		  PC UNRESTRICTED 5,000
    Pentacle Theatre
    145 Liberty St NE Suite 102
    Salem,OR97306     		  PC UNRESTRICTED 5,000
    PlayWrite Inc
    PO Box 13420
    Portland,OR97213     		  PC UNRESTRICTED 5,000
    Portland Actor's Conservatory
    1436 SW Montgomery
    Portland,OR97201     		  PC UNRESTRICTED 3,000
    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 10,000
    Portland Garden Club
    1132 SW Vista Avenue
    Portland,OR97205     		  PC UNRESTRICTED 1,000
    Portland Homeless Family Solutions
    1838 SW Jefferson
    Portland,OR97201     		  PC UNRESTRICTED 5,000
    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 5,000
    Portland Rescue Mission
    PO Box 3713
    Portland,OR97208     		  PC UNRESTRICTED 5,000
    Portland Revels The
    1515 SW Morrison St
    Portland,OR97205     		  PC UNRESTRICTED 2,000
    Portland State University Fdn
    PO Box 243
    Portland,OR97207     		  PC UNRESTRICTED 35,000
    Portland State University Fdn
    PO Box 243
    Portland,OR97207     		  PC UNRESTRICTED 30,000
    Portland Story Theater
    3333 NE 15th Ave
    Portland,OR97212     		  PC UNRESTRICTED 3,000
    Portland SummerFest Inc
    PO Box 4084
    Portland,OR97208     		  PC UNRESTRICTED 3,000
    Portland Workforce Alliance
    6433 NE Tillamook St
    Portland,OR97213     		  PC UNRESTRICTED 5,000
    Portland Youth Builders
    4816 SE 92nd Ave
    Portland,OR97266     		  PC UNRESTRICTED 3,000
    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 5,000
    Quad Inc
    5100 SW Macadam Ave Suite 130
    Portland,OR97239     		  PC UNRESTRICTED 5,000
    Raphael House
    4110 SE Hawthorne Blvd 503
    Portland,OR97214     		  PC UNRESTRICTED 5,000
    Rogue River School District
    PO Box 1045
    Rogue River,OR97537     		  PC UNRESTRICTED 20,000
    Rogue Valley Symphony
    1875 Highway 99 N Suite 7 Door D
    Ashland,OR97520     		  PC UNRESTRICTED 2,000
    Rose Haven
    PO Box 10405
    Portland,OR97296     		  PC UNRESTRICTED 7,500
    Roseburg Rescue Mission
    PO Box 1937
    Roseburg,OR97470     		  PC UNRESTRICTED 5,000
    SAFE of Columbia County
    PO Box 22
    St Helens,OR97051     		  PC UNRESTRICTED 4,000
    Salem Free Clinics
    1300 Broadway St NE Suite 104
    Salem,OR97301     		  PC UNRESTRICTED 5,000
    Salvation Army-Portland
    211 NE 18th Avenue
    Portland,OR97232     		  PC UNRESTRICTED 10,000
    Save the PT Boat
    PO Box 13422
    Portland,OR97213     		  PC UNRESTRICTED 3,000
    Scappoose Parent Association
    PO Box 657
    Scappoose,OR97056     		  PC UNRESTRICTED 2,500
    Serendipity Center
    PO Box 33350
    Portland,OR97292     		  PC UNRESTRICTED 3,000
    Siskiyou Mountain Club
    340 A St Suite 112
    Ashland,OR97520     		  PC UNRESTRICTED 8,000
    Sisters of the Road
    133 NW Sixth Ave
    Portland,OR97209     		  PC UNRESTRICTED 7,500
    SMART
    101 SW Market Street
    Portland,OR97201     		  PC UNRESTRICTED 3,000
    SnowCap
    PO Box 160
    Fairview,OR97024     		  PC UNRESTRICTED 2,000
    SOLVE
    2000 SW 1st Ave Suite 400
    Portland,OR97201     		  PC UNRESTRICTED 5,000
    SPOON Foundation
    135 SE Main St Suite 201
    Portland,OR97214     		  PC UNRESTRICTED 3,500
    St Andrew Legal Clinic
    807 NE Alberta Street
    Portland,OR97211     		  PC UNRESTRICTED 3,500
    St Mary Catholic School
    1066 N 6th Ave
    Stayton,OR97383     		  PC UNRESTRICTED 2,000
    St Mary's Home for Boys
    16535 SW Tualatin Valley Hwy
    Beaverton,OR97006     		  PC UNRESTRICTED 4,000
    St Vincent de Paul - Crook County
    PO Box 545
    Prineville,OR97754     		  PC UNRESTRICTED 5,000
    St Vincent de Paul - Grants Pass
    132 SE H Street
    Grants Pass,OR97526     		  PC UNRESTRICTED 5,000
    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
    Summit Golf Foundation
    731 N Hayden Meadows Dr
    Portland,OR97217     		  PC UNRESTRICTED 3,500
    Sunshine Div - Ptld Police
    687 N Thompson
    Portland,OR97227     		  PC UNRESTRICTED 2,000
    SW Community Health Center
    7754 SW Capitol Highway
    Portland,OR97219     		  PC UNRESTRICTED 3,000
    Take Action INC
    1170 Oxford Drive
    Lake Oswego,OR97034     		  PC UNRESTRICTED 3,500
    Tears of Joy Theatre
    323 NE Wygant 201
    Portland,OR97211     		  PC UNRESTRICTED 3,000
    The Dalles - WASCO County Library Foundation
    722 Court Street
    The Dalles,OR97058     		  PC UNRESTRICTED 5,000
    The Giving Plate
    1245 SE 3rd Street C-7
    Bend,OR97702     		  PC UNRESTRICTED 5,000
    The Living Desert
    47900 Portola Ave
    Palm Desert,CA92260     		  PC UNRESTRICTED 7,500
    Third Rail Repertory Theater
    PO Box 96063
    Portland,OR97296     		  PC UNRESTRICTED 2,500
    Toy and Joy Makers
    5916 NE Going ST
    Portland,OR97218     		  PC UNRESTRICTED 1,000
    Treasure Valley Children's Relief Nursery
    588 West Idaho Ave
    Ontario,OR97914     		  PC UNRESTRICTED 3,000
    Trillium Family Services
    3415 SE Powell Blvd
    Portland,OR97202     		  PC UNRESTRICTED 7,500
    Tucker Maxon School
    2860 SE Holgate Blvd
    Portland,OR97202     		  PC UNRESTRICTED 2,500
    Turtle Ridge Wildlife Center
    PO Box 768
    Salem,OR97308     		  PC UNRESTRICTED 4,185
    Union Gospel Mission
    3 NW 3rd Ave
    Portland,OR97209     		  PC UNRESTRICTED 6,000
    University of Oregon Foundation
    1720 E 13th Ave Suite 410
    Eugene,OR97403     		  PC UNRESTRICTED 35,000
    University of Oregon Foundation
    1720 E 13th Ave Suite 410
    Eugene,OR97403     		  PC UNRESTRICTED 30,000
    Upstart Crow Studios
    855 W 1st Avenue
    Eugene,OR97402     		  PC UNRESTRICTED 3,500
    Volunteers in Medicine
    2260 Marcola Road
    Springfield,OR97477     		  PC UNRESTRICTED 5,000
    Volunteers In Medicine Clinic of the Cascades
    2300 Neff Road
    Bend,OR97701     		  PC UNRESTRICTED 3,000
    Volunteers of America of Ore
    3910 SE Stark Street
    Portland,OR97214     		  PC UNRESTRICTED 1,000
    Washington County Museum
    PO Box 3790
    Hillsboro,OR97123     		  PC UNRESTRICTED 4,000
    Western Rivers Conservancy
    71 SW Oak Street Ste 100
    Portland,OR97204     		  PC UNRESTRICTED 7,500
    Western Rivers Conservancy
    71 SW Oak Street Ste 100
    Portland,OR97204     		  PC UNRESTRICTED 5,000
    Westwind Stewardship Group
    PO Box 13070
    Portland,OR97213     		  PC UNRESTRICTED 7,750
    Wheel to Walk Foundation
    PO Box 20146
    Portland,OR97294     		  PC UNRESTRICTED 7,500
    Wildlife Center of the North Coast
    PO BOX 1232
    Astoria,OR97103     		  PC UNRESTRICTED 4,000
    Wildlife Safari
    PO Box 1600
    Winston,OR97496     		  PC UNRESTRICTED 7,500
    Willamette Info News & Entertainment Service
    PO Box 12038
    Salem,OR97309     		  PC UNRESTRICTED 5,000
    William Temple House
    2023 NW Hoyt St
    Portland,OR97209     		  PC UNRESTRICTED 6,000
    Womenspace
    PO Box 50127
    Eugene,OR97405     		  PC UNRESTRICTED 3,500
    Write Around Portland
    133 SW 2nd Ave 304
    Portland,OR97204     		  PC UNRESTRICTED 3,500
    Young Audiences of OR & SW Wa
    1220 SW Morrison St Ste 1000
    Portland,OR97205     		  PC UNRESTRICTED 3,500
    Young Life North Coast
    PO Box 1024
    Seaside,OR97138     		  PC UNRESTRICTED 5,000
    Young Musicians & Artists Inc
    PO Box 10713
    Portland,OR97296     		  PC UNRESTRICTED 4,000
    Youth Music Project
    2015 8th Ave
    West Linn,OR97068     		  PC UNRESTRICTED 2,000
    Total .................................bullet 3a 1,330,462
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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....     14 631,498  
    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 ............     		    18 999,919  
    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 1,631,417 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,631,417
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,797 7,399   7,398

    TY 2015 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 0 2,089
    GE CAPITAL CORP, 5.875%, DUE 2038 $100000 FACE 98,296 123,099

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY (MMM) 1500 SHARES 14,498 225,960
    ABIOMED INC (ABMD) 6000 SHARES 112,374 541,680
    ACTAVIS PLC (ACT) 2000 SHARES 0 0
    ALLERGAN PLC. COM USD0.0001 (AGN)2000 SHARES 288,000 625,000
    ALTERA CORP (ALTR) 7000 SHARES 0 0
    ALTRIA GROUP INC (MO) 18000 SHARES 703 1,047,780
    AMERICAN TOWER CORP (AMT) 3000 SHARES 125,895 290,850
    ANADARKO PETROLEUM CORP (APC) 2774 SHARES 4,407 134,761
    APPLE INC (AAPL) 3500 SHARES 80,091 368,410
    AT&T INC (T) 13000 SHARES 167,370 447,330
    BANK OF HAWAII CORP (BOH) 5000 SHARES 4,622 314,500
    BANK OF NEW YORK MELLON CORP (BK) 3773 SHARES 23,799 155,523
    BRISTOL MYERS/SQUIBB (BMY) 3500 SHARES 92,793 240,765
    CABELA'S INC (CAB) 2000 SHARES 73,028 93,460
    CENTURYLINK, INC. (CTL) 1500 SHARES 51,405 37,740
    CHEMOURS CO COM (CC) 400 SHARES 4,226 2,144
    CHEVRON CORP (CVX) 8000 SHARES 72,511 719,680
    CISCO SYSTEMS INC (CSCO) 7000 SHARES 133,326 190,085
    CITRIX SYSTEMS INC (CTXS) 2150 SHARES 123,333 162,647
    COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION (CTSH) 2000 SHARES 62,559 120,040
    CONSOL ENERGY INC (CNX) 3800 SHARES 130,865 30,020
    CUMMINS INC (CMI) 500 SHARES 37,962 44,005
    DAIMLER AG ORD NPV (REGD) 1200 SHARES 88,822 100,380
    DANAHER CORP (DHR) 4000 SHARES 117,151 371,520
    DATALINK CORPORATION (DTLK) 4000 SHARES 40,605 27,200
    DICK'S SPORTING GOODS INC (DKS) 2000 SHARES 49,724 70,700
    DU PONTE E I DE NEMOURS & CO (DD) 2000 SHARES 78,612 133,200
    E*TRADE FINANCIAL CORP (ETFC) 2000 SHARES 44,815 59,280
    EASTMAN CHEMICAL CO. (EMN) 1000 SHARES 75,047 67,510
    EATON CORP (ETN) 4075 SHARES 200,976 212,063
    EBAY INC (EBAY) 2000 SHARES 33,750 54,960
    EDISON INTERNATIONAL (EIX) 3000 SHARES 54,899 177,630
    EPIQ SYSTEMS INC (EPIQ) 5000 SHARES 61,948 65,350
    ESTERLINE TECHNOLOGIES CORP (ESL) 1000 SHARES 60,558 81,000
    EXPRESS SCRIPTS INC (ESRX) 7430 SHARES 242,563 649,456
    EXXON MOBIL CORP (XOM) 9000 SHARES 76,198 701,550
    FACEBOOK INC (FB) 2000 SHARES 51,700 209,320
    FACTSET RESEARCH SYSTEMS INC (FDS) 1000 SHARES 71,166 162,570
    FISERV INC (FISV) 3000 SHARES 102,539 274,380
    FORTUNE BRANDS INC (FO) 5900 SHARES 5,907 327,450
    GENERAL MILLS INC (GIS) 8000 SHARES 51,020 461,280
    GOOGLE INC CL A 1 (GOOG) 400 SHARES 49,878 155,602
    GOOGLE INC CLASS A (GOOG) 400 SHARES 99,602 151,776
    GRAINGER, WW INC (GWW) 1000 SHARES 108,312 202,590
    HERCULES TECH GROWTH CAP INC (HTGC) 5000 SHARES 54,014 60,950
    HESS CORPORATION (HES) 1500 SHARES 121,133 72,720
    HOME DEPOT INC (HD) 5000 SHARES 121,852 661,250
    HUBBELL INC (HUBB) 2040 SHARES 15,504 206,122
    IBM CORP (IBM) 1500 SHARES 35,663 206,430
    ISHARES TR KLD SELECT SOCIAL (KLD) 200 SHARES 10,986 16,676
    ISHARES TR S&P GLOBAL HEALTHCARE SECTOR (IXJ) 300 SHARES 14,258 30,786
    IXIA (XXIA) 3000 SHARES 36,010 37,290
    JM SMUCKER CO (SJM) 1647 SHARES 52,128 203,141
    JOHNSON & JOHNSON (JNJ) 1000 SHARES 61,498 102,720
    JOHNSON CONTROLS INC (JCI) 5000 SHARES 132,193 197,450
    JUNIPER NETWORKS INC (JNPR) 3000 SHARES 51,560 82,800
    LABORATORY CORP (LH) 1000 SHARES 70,108 123,640
    LOWES COMPANIES (LOW) 6000 SHARES 145,550 456,240
    MACQUARIE INFRASTRUCTURE CO LLC (MIC) 4000 SHARES 0 0
    MCDONALD'S CORP (MCD) 1000 SHARES 91,435 118,140
    MICHAEL KORS HOLDINGS LIMITED (KORS) 1500 SHARES 74,933 60,090
    MONDELEZ INTERNATIONAL INC (MDLZ) 5000 SHARES 188 224,200
    MONSANTO CO (MON) 1500 SHARES 35,122 147,780
    NORTHWEST NATURAL GAS CO (NWN) 1000 SHARES 54,444 86,040
    NOVARTIS (NVS) 3000 SHARES 64,895 151,830
    PAYPAL HLDGS INC COM (PYPL) 2000 SHARES 47,808 72,400
    PEPSICO INC (PEP) 3000 SHARES 12,329 299,760
    PFIZER INC (PFE) 20000 SHARES 54,692 645,600
    PHILLIP MORRIS INTERNATIONAL INC (PM) 13500 SHARES 1,202 1,186,785
    POWERSHARES DB COMMODITY INDEX (DBC) 4000 SHARES 88,454 53,440
    POWERSHARES EXCHANGE TRADED - DEVELOPED MARKETS (PIZ) 1100 SHARES 19,896 26,070
    POWERSHARES EXCHANGE TRADED - EMERGING MARKETS (PIE) 1400 SHARES 20,852 20,930
    POWERSHARES EXCHANGE TRADED - TECHNICAL LEADERS (PDP) 1500 SHARES 36,038 62,055
    PRECISION CASTPARTS CORP (PCP) 800 SHARES 94,409 185,608
    PROCTER & GAMBLE CO (PG) 10763 SHARES 12,775 854,690
    QIHOO 360 TECHNOLOGY CO LTD (QIHU) 4500 SHARES 97,719 327,645
    QUALCOMM INC (QCOM) 2000 SHARES 127,924 99,970
    SCHNITZER STEEL INDUSTRIES (SCHN) 2000 SHARES 46,090 28,740
    SECTOR SPDR TRUST (XLK) 4000 SHARES 88,406 171,320
    SIGMA ALDRICH CORP (SIAL) 4000 SHARES 0 0
    ST JUDE MEDICAL INC (STJ) 3500 SHARES 119,533 216,195
    STURM RUGER & CO INC (ST2.SG) 1500 SHARES 87,756 89,415
    TARGET CORP (TGT) 2000 SHARES 84,208 145,220
    TELUS CORP (TU) 4000 SHARES 112,739 110,600
    TEXTAINER GROUP HOLDINGS LIMITED (TGH) 4000 SHARES 119,035 56,440
    THE GOLDMAN SACHS GROUP INC (GS) 500 SHARES 51,695 90,115
    THE LACLEDE GROUP INC (LG) 2500 SHARES 105,006 148,525
    TIME INC COM USD0.01 (TIME) 250 SHARES 2,874 3,917
    TIME WARNER INC. (TWX) 2250 SHARES 68,069 129,340
    TIMKEN CO (TKR) 5000 SHARES 43,839 142,950
    TIMKENSTEEL CORP (TMST) 2500 SHARES 18,377 20,950
    UNION PACIFIC CORP (UNP) 14400 SHARES 9,046 1,126,080
    US BANCORP (USB) 32000 SHARES 25,556 1,365,440
    WELLS FARGO & CO (WFC) 26000 SHARES 5,408 1,413,360
    WESTERN DIGITAL (WDC) 3000 SHARES 116,468 180,150
    WEYERHAEUSER CO (WY) 5405 SHARES 62,469 162,042
    WHITING PETE CORP NEW COM (WLL) 2400 SHARES 105,064 22,656
    YUM! BRANDS INC (YUM) 1500 SHARES 103,582 109,575

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    US Government Securities - End of Year Book Value:

    98,172
    US Government Securities - End of Year Fair Market Value:

    107,079
    State & Local Government Securities - End of Year Book Value:


    1,451,976
    State & Local Government Securities - End of Year Fair Market Value:


    2,064,455


    TY 2015 OtherDecreasesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Description Amount
    DIFFERENCE IN BASIS OF SECURITIES 539


    TY 2015 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 2,930 1,465   1,465
    DUES 2,537 1,268   1,269
    OFFICE EXPENSE 5,811 2,710   3,101
    INSURANCE 2,081 1,041   1,040
    P.O. BOX RENT 530 265   265


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL SERVICES 1,258 419   839


    TY 2015 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 1,094 0   1,094
    FOREIGN TAX PAID 2,546 2,546   0
    FEDERAL EXCISE TAX 15,862 0   0