Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
RAYMOND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12475
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97212
A Employer identification number

56-6502391
B Telephone number (see instructions)

(888) 730-4933
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,298,255J 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) 7,441,421
2 Check bullet.............
3 Interest on savings and temporary cash investments 21,096 21,096  
4 Dividends and interest from securities... 685,192 685,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,153,420
b Gross sales price for all assets on line 6a 6,486,611
7 Capital gain net income (from Part IV, line 2)... 1,153,420
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........ 9,301,129 1,859,708  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 18,000   18,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,560 780   780
b Accounting fees (attach schedule)....... Click to see attachment 4,030 2,015   2,015
c Other professional fees (attach schedule).... Click to see attachment 169,135 169,135   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 35,529 5,942   1,810
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,504 0   2,504
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,758 195,872   25,109
25 Contributions, gifts, grants paid....... 756,833 756,833
26 Total expenses and disbursements. Add lines 24 and 25 1,005,591 195,872   781,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,295,538
b Net investment income (if negative, enter -0-) 1,663,836
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 188,816 5,005,410 5,005,410
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) 186,095 Click to see attachment243,650 226,068
b Investments—corporate stock (attach schedule)....... 9,567,214 Click to see attachment16,912,419 20,549,846
c Investments—corporate bonds (attach schedule)....... 3,444,797 Click to see attachment2,745,060 2,500,149
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment1,018,856 1,015,817
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment0 Click to see attachment965
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,386,922 25,925,395 29,298,255
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 13,386,922 25,925,395
30 Total net assets or fund balances (see instructions)..... 13,386,922 25,925,395
31 Total liabilities and net assets/fund balances (see instructions). 13,386,922 25,925,395
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
13,386,922
2
Enter amount from Part I, line 27a .....................
2
8,295,538
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,242,935
4
Add lines 1, 2, and 3 ..........................
4
25,925,395
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
25,925,395
Form 990-PF (2018)
Form 990-PF (2018)
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 AMER FUNDS EUROPACIFIC P    
b AMGEN INC P    
c AUSTIN TX WTR & WASTEWA P    
d BLACKROCK INC P    
e BLOOMFIELD NM MUN SCH P    
CALIFORNIA ST P    
CHEVRON CORP P    
CLEVELAND OH WTR P    
CONNECTICUT ST FOR ISSUE P    
COSTCO WHOLESALE CORP P    
DALLAS TX WTRWKS & SWR S P    
DANAHER CORP P    
DIAGEO PLC NEW GB SPON P    
EATON CORP PLC P    
GARRETT MOTION INC P    
GEORGIA ST P    
HANESBRANDS INC P    
HARRIS CO TX FCD RFDG& P    
HEWLETT PACKARD P    
INTEL CORP P    
IRVING TX INDPT SCH T P    
ISHARES IBONDS SEP 2018 P    
ISHARES IBONDS SEP 2020 P    
ISHARES MSCI EAFE ETF P    
JOHNSON & JOHNSON COM P    
JPMORGAN CHASE & CO P    
LOUISIANA CITZ PRPTY INS P    
MASTERCARD INC CL A P    
MEDTRONIC PLC P    
METRO WTR DIST SO CA P    
MOBILEYE N.V. AMSTELVEEN P    
MONSANTO CO NEW **MERGER P    
NEW HAMPSHIRE ST GENL OB P    
NEW MEXICO ST SEVERANCE P    
NEW MEXICO ST SEVERANCE P    
NEW YORK N Y FISCAL P    
OHIO ST MAJOR NEW ST INF P    
OREGON ST FOR ISSUES DTD P    
PAYPAL HOLDINGS INC P    
PEPSICO INC NTS P    
PNC FINANCIAL SERVICES P    
PROOFPOINT INC P    
RESIDEO TECHNOLOGIES INC P    
ROCHE HLDG LTD SPONS ADR P    
SANTA FE N MEXICO PUB P    
SKYWORKS SOLUTIONS INC P    
SPLUNK INC P    
ST OF CA VAR GEN OBLI BN P    
ST OF WA GO P    
STORE CAP CORP REIT P    
STRYKER CORP P    
TARGET CORP P    
TEXAS ST P    
UNION PACIFIC CORP P    
UNITEDHEALTH GROUP INC P    
VALERO ENERGY CORP NEW P    
VISA INC CL A P    
WALMART INC P    
WELLS FARGO & CO NEW P    
WELLS FARGO DISCOVERY P    
WELLS FARGO EMERGING P    
WELLS FARGO INTRINSIC P    
WTS AMERICAN INTL GROUP P    
CREDIT SUISSE AG P    
CREDIT SUISSE AG P    
HSBC USA INC. P    
HSBC USA INC. P    
ROYAL BANK OF CANADA P    
ROYAL BANK OF CANADA P    
UNITED STATES TREAS BILL P    
WELLS FARGO 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 100,000   83,846 16,154
b 391,771   378,650 13,121
c 5,551   5,655 -104
d 19,503   14,136 5,367
e 5,475   5,752 -277
5,449   5,521 -72
51,064   33,909 17,155
5,463   5,652 -189
5,467   5,820 -353
217,218   86,320 130,898
5,426   5,515 -89
116,374   55,371 61,003
27,353   20,047 7,306
24,441   17,533 6,908
1,810   1,655 155
11,120   11,239 -119
140,505   162,700 -22,195
5,330   5,512 -182
30,645   26,220 4,425
23,264   11,066 12,198
5,689   5,865 -176
29,242   29,235 7
29,395   29,292 103
107,725   72,642 35,083
130,799   55,783 75,016
94,188   37,134 57,054
10,000   10,000 0
34,349   18,534 15,815
15,692   13,624 2,068
5,000   5,000 0
19,936   12,396 7,540
94,720   52,082 42,638
5,469   5,716 -247
5,678   6,035 -357
10,000   10,000 0
10,000   10,000 0
5,000   5,000 0
5,463   5,703 -240
25,852   6,355 19,497
12,000   12,000 0
136,273   52,286 83,987
18,156   14,511 3,645
4,944   4,434 510
31,280   31,525 -245
5,440   5,644 -204
14,494   15,083 -589
34,605   16,827 17,778
10,773   10,886 -113
10,921   11,346 -425
12,846   13,673 -827
28,643   17,882 10,761
311,735   220,789 90,946
11,056   11,108 -52
137,571   27,069 110,502
102,984   16,710 86,274
29,572   18,032 11,540
34,441   18,286 16,155
138,148   61,599 76,549
15,343   11,374 3,969
179,653   132,007 47,646
99,619   84,937 14,682
163,885   109,931 53,954
32,529   90,382 -57,853
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
50,000   49,606 394
1,522,274   1,442,749 79,525
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       16,154
b       13,121
c       -104
d       5,367
e       -277
      -72
      17,155
      -189
      -353
      130,898
      -89
      61,003
      7,306
      6,908
      155
      -119
      -22,195
      -182
      4,425
      12,198
      -176
      7
      103
      35,083
      75,016
      57,054
      0
      15,815
      2,068
      0
      7,540
      42,638
      -247
      -357
      0
      0
      0
      -240
      19,497
      0
      83,987
      3,645
      510
      -245
      -204
      -589
      17,778
      -113
      -425
      -827
      10,761
      90,946
      -52
      110,502
      86,274
      11,540
      16,155
      76,549
      3,969
      47,646
      14,682
      53,954
      -57,853
      0
      0
      0
      0
      0
      0
      394
      79,525
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 1,153,420
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))
2017 920,758 18,491,098 0.049795
2016 848,300 15,337,549 0.055309
2015 768,052 16,018,108 0.047949
2014 692,625 15,745,116 0.043990
2013 670,822 14,210,216 0.047207
2
Total of line 1, column (d) .....................
2
0.244250
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048850
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
25,590,998
5
Multiply line 4 by line 3......................
5
1,250,120
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
16,638
7
Add lines 5 and 6........................
7
1,266,758
8
Enter qualifying distributions from Part XII, line 4,.............
8
781,942
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 33,277
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 33,277
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 33,277
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 13,040
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 127
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 20,364
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 2019 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)
    bulletUT
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ofbulletDANI KERRIGAN Telephone no.bullet (888) 730-4933

    Located atbulletPO BOX 12475PORTLANDOR ZIP+4bullet97212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIELA MEGAN KERRIGAN DIRECTOR
    1.00     		36,000 0 0
    PO BOX 53456 MAC S3908-021
    PHOENIX,AZ85072
    ELIZABETH RAYMOND DIRECTOR
    1.00     		0 0 0
    PO BOX 53456 MAC S3908-021
    PHOENIX,AZ85072
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    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 (2018)
    Form 990-PF (2018)
    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
    22,608,700
    b
    Average of monthly cash balances.......................
    1b
    3,372,009
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,980,709
    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
    25,980,709
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    389,711
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,590,998
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,279,550
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,279,550
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    33,277
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,277
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,246,273
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,246,273
    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
    1,246,273
    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
    781,942
    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
    781,942
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    781,942
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,246,273
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 652,439
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 781,942
    a Applied to 2017, but not more than line 2a 652,439
    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 2018 distributable amount..... 129,503
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,116,770
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ACCESS INC
    500 OFFICE CENTER DR SUITE 100
    FORT WASHINGTON,PA19034     		NONE PC TO EMPOWER AND SERVE PEOPLE IN NEED OF SPECIALIZED SUPPORT 5,000
    ADDICTION RECOVERY CENTER
    PO BOX 1182
    CAMPBELL,CA950091182     		NONE PC TO PROVIDE THE OPPORTUNITY FOR INDIVIDUALS AND THEIR FAMILIES TO CHOOSE A HEALTHIER WAY OF LIFE 5,000
    ADOPT-A-NATIVE-ELDER PROGRAM
    328 WEST GREGSON AVENUE
    SALT LAKE CITY,UT84115     		NONE PC TO CREATE A BRIDGE OF HOPE BETWEEN NATIVE AMERICANS AND OTHER CULTURES 5,000
    ALL SAINTS SCHOOL
    601 NE CESAR E CHAVEZ BLVD
    PORTLAND,OR97232     		NONE PC TO CULTIVATE A UNIFIED FAITH-CENTERED COMMUNITY AND, IN PARTNERSHIP WITH PARENTS, PREPARE STUDENTS TO BE LIFE-LONG LEARNERS WHO ARE RESPONSIBLE CITIZENS COMMITTED TO THE VALUES OF CHRIST 30,000
    APPALSHOP
    91 MADISON AVENUE
    WHITEBURG,KY41858     		NONE PC TO ENLIST THE POWER OF EDUCATION, MEDIA, THEATER, MUSIC, AND OTHER ARTS TO DOCUMENT, DISSEMINATE, AND REVITALIZE THE LASTING TRADITIONS AND CONTEMPORARY CREATIVITY OF APPALACHIA. 15,000
    ARMY EMERGENCY RELIEF
    2530 CRYSTAL DR SUITE 13161
    ARLINGTON,VA22202     		NONE PC TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO U.S. ARMY SOLDIERS (BOTH ACTIVE DUTY AND RETIREES) 10,000
    ASHLAND INDEPENDENT FILM FESTIVAL
    PO BOX 218
    ASHLAND,OR97520     		NONE PC TO CELEBRATE THE DIVERSITY OF HUMAN EXPERIENCE THROUGH THE ART OF INDEPENDENT FILM BY ENRICHING, EDUCATING AND INSPIRING ALL AUDIENCES 5,000
    BIODYNAMIC ASSOCIATION
    PO BOX 557
    EAST TROY,WI53120     		NONE PC TO ENERGIZE AND POTENTIZE THE BIODYNAMIC COMMUNITY, CO-CREATING POSITIVE TRANSFORMATION THROUGH DYNAMIC MOVEMENT. 5,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    CHESTNUT,MA02467     		NONE PC TO SUPPORT THE APPALACHIA VOLUNTEERS PROGRAM 1,000
    BOY SCOUTS OF AMERICA CRAT
    3039 HANLEY RD
    CENTRAL POINT,OR97502     		NONE PC TO SUPPORT ITS GENERAL PROGRAMS 5,000
    BRITT MUSIC & ARTS FESTIVAL
    216 W MAIN ST
    MEDFORD,OR97501     		NONE PC TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION 5,000
    BUBBAVILLE INC
    PO BOX 6012
    PORTLAND,OR97228     		NONE PC TO SUPPORT OLD-TIME MUSIC AND DANCE IN PORTLAND, OREGON 5,000
    BUTTONWOOD FOUNDATION
    11 WALL ST 21ST FL
    NEW YORK,NY10005     		NONE PC TO PROVIDE SCHOLARSHIPS, GRANTS AND HONORARIUM TO QUALIFYING COLLEGE STUDENTS OF NEW YORK STOCK EXCHANGE 10,000
    CASA OF JACKSON COUNTY
    409 N FRONT ST
    MEDFORD,OR97501     		NONE PC TO PROVIDE SPECIALLY TRAINED COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 20,000
    CASTING FOR RECOVERY
    109 E OAK ST SUITE 1G
    BOZEMAN,MT59715     		NONE PC TO ENHANCE THE QUALITY OF LIFE OF WOMEN WITH BREAST CANCER THROUGH A UNIQUE PROGRAM 2,500
    CHEABEAGUE ISLAND LIBRARY
    247 SOUTH RD UNIT 3
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 5,000
    CHEBEAGUE ISLAND COUNCIL
    PO BOX 12
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO FUND AND MANAGE THE HEALTH CENTER 5,250
    CHEBEAGUE ISLAND HISTORICAL SOCIETY
    PO BOX 28
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO RESEARCH AND RECORD THE PAST AND PRESENT HISTORY OF CHEBEAGUE ISLAND 1,000
    CHEBEAGUE RECREATION CENTER
    382 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE CHILDREN, TEENAGERS, ADULTS, AND SENIORS WITH A FACILITY IN WHICH THEY CAN PARTICIPATE 2,500
    CHEBEAGUE UNITED METHODIST CHURCH
    258 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO TEACH MORE ABOUT THE WAYS YOU CAN CONNECT WITH OUR CHURCH COMMUNITY 1,000
    CHILDREN'S ADVOCACY CENTER
    122 NE 47TH STREET
    NEWPORT,OR97365     		NONE PC TO OFFER CHILD ABUSE INTERVENTION AND ASSESSMENT SERVICES IN A SAFE, NEUTRAL AND SUPPORTIVE ENVIRONMENT 5,000
    CHILDREN'S HEALING ART PROJECT
    8065 SE GRAND AVE STE 160
    PORTLAND,OR97202     		NONE PC TO BRING THE HEALING POWER OF ART TO CHILDREN AND FAMILIES FACING MEDICAL CHALLENGES 5,000
    COMMUNITY HEALTH CENTER
    110 S WOODLAND ST
    WINTER GARDEN,FL34787     		NONE PC TO PROVIDE QUALITY AND COMPASSIONATE PRIMARY HEALTHCARE SERVICES 5,000
    COMMUNITY WORKS INC
    168 NEWBURY STREET
    LAWRENCE,MA01841     		NONE PC TO PROVIDE COMMUNITY DEVELOPMENT 5,000
    CRATERIAN PERFORMANCES
    23 S CENTRAL AVE
    MEDFORD,OR97501     		NONE PC TO ENHANCE THE CULTURAL OPPORTUNITIES OF THE REGION AND INCREASE COMMUNITY PRIDE 1,500
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		NONE PC TO STRENGTHEN FAMILIES SO THAT CHILDREN CAN LIVE SAFELY AND DEVELOP FULLY IN THEIR PARENTS' CARE 5,000
    FAMILY SOLUTIONS
    201 W MAIN ST STE 4B
    MEDFORD,OR97501     		NONE PC TO PROVIDE THE HIGHEST QUALITY AND COST EFFECTIVE MENTAL HEALTH SERVICES TO THE MOST VULNERABLE YOUTH 5,000
    FRIENDS OF ANIMAL SHELTER
    PO BOX 1013
    PHOENIX,OR97535     		NONE PC TO RECRUIT AND TRAIN VOLUNTEERS WHO WILL SAVE LIVES BY INCREASING PET ADOPTIONS AT THE JACKSON COUNTY 2,500
    FRIENDS OF FOREST PARK
    FOREST PARK DRIVE
    QUEENS,NY11418     		NONE PC TO WORK CLOSELY WITH NYC PARKS AND THE LOCAL COMMUNITY TO PROMOTE VOLUNTEER ACTIVITIES AND REPRESENT THE COMMUNITY AND PATRONS OF FOREST PARK 15,000
    FRIENDS OF THE STRAND INC
    PO BOX 4186
    MARIETTA,GA30061     		NONE PC TO PARTNER AND SERVE BY PROVIDING CULTURAL ENTERTAINMENT, PROGRAMS, AND MEETING SPACE THAT IS ACCESSIBLE 3,000
    GREATER MERIDIAN HEALTH CLINIC
    2701 DAVIS ST
    MERIDIAN,MS39301     		NONE PC TO PROVIDE QUALITY AFFORDABLE PRIMARY CARE SERVICES IN A SAFE ENVIRONMENT THAT PRESERVES HUMAN DIGNITY WITH CULTURAL SENSITIVITY 20,000
    GEORGES RIVER LAND TRUST
    8 N MAIN ST SUITE 200
    ROCKLAND,ME04841     		NONE PC TO PROTECT THE SPECIAL PLACES IN OUR LANDSCAPE THAT HOLD CONSERVATION VALUE 5,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PC TO PROVIDE GUIDE DOGS TO PEOPLE WITH VISION LOSS 5,000
    HEARTS WITH A MISSION
    711 MEDFORD CENTER 334
    MEDFORD,OR97504     		NONE PC TO SERVE HOMELESS, RUNAWAY, AND TRANSITIONAL YOUTH IN CRISIS BY PROVIDING SHELTER, EDUCATIONAL SUPPORT 5,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		NONE PC TO BUILD AN ENDOWMENT TO GENERATE ONGOING SUPPORT FOR THE WORK OF HEIFER PROJECT INTERNATIONAL 10,000
    ISLAND COMMONS RESOURCE CENTER
    132 LITTLEFIELD RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO SUPPOT OPERATION OF AN ADULT FAMILY CARE HOME FOR THE BENEFIT OF ELDERLY RESIDENTS OF CHEBEAGUE ISLAND 27,500
    ISLAND INSTITUTE
    386 MAIN ST
    ROCKLAND,ME04841     		NONE PC TO SUSTAIN MAINE'S ISLAND AND REMOTE COASTAL COMMUNITIES, AND TO EXCHANGE IDEAS AND EXPERIENCES 5,000
    JACKSONVILLE SENIOR CENTER
    100 VICTORY CIRCLE
    JACKSONVILLE,AR72076     		NONE PC TO PROVIDE A PLACE FOR SENIOR ADULTS TO SOCIALIZE, HAVE A HOT MEAL AND STAY ACTIVE 3,000
    JACKSONVILLE WOODLANDS
    PO BOX 1210
    JACKSONVILLE,OR97530     		NONE PC TO PRESERVE FORESTED OPEN SPACE 2,500
    JEFFERSON PUBLIC RADIO
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		NONE PC TO FOSTER THE HUMAN INTELLECTUAL AND CREATIVE SPIRIT 5,000
    JESUIT VOLUNTEER CORPS
    801 SAINT PAUL ST
    BALTIMORE,MD21202     		NONE PC TO CREATE A MORE JUST AND HOPEFUL WORLD, THE JESUIT VOLUNTEER CORPS ENGAGES PASSIONATE YOUNG PEOPLE IN VITAL SERVICE WITHIN POOR COMMUNITIES, FOSTERING THE GROWTH OF LEADERS COMMITTED TO FAITH IN ACTION 20,000
    KAIROS JACKSON SERVICES
    1175 E MAIN ST
    MEDFORD,OR97504     		NONE PC TO COLLABORATE WITH YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO PROVIDE INTENSIVE MENTAL HEALTH SERVICES 5,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212     		NONE PC TO CLOSE THE RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS 30,000
    LIFELONG SKILLS FOUNDATION
    PO BOX 58492
    SALT LAKE,UT84158     		NONE PC TO PROVIDE A SAFETY NET AND SUPPORT NETWORK FOR TRANSITION AGE YOUTH 5,000
    LIVES IN THE BALANCE
    85 EXCHANGE STREET SUITE 201
    PORTLAND,ME04101     		NONE PC TO PROVIDE VITAL RESOURCES TO CAREGIVERS OF CHALLENGING KIDS AND HEIGHTENS AWARENESS OF THE DETRIMENTAL EFFECTS OF PUNITIVE INTERVENTIONS 50,000
    LIVING OPPORTUNITIES
    PO BOX 1105
    MEDFORD,OR97501     		NONE PC TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THE SAME NEIGHBORHOODS 5,000
    MAGDALENE HOME
    7363 ROCKPOINT LN
    TYLER,TX75703     		NONE PC TO TEACH AND PREACH THE GOSPEL THROUGH SPEAKING ENGAGEMENTS 5,000
    MAINE COMMUNITY FOUNDATION
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PC TO ENSURE THAT MAINE IS A WELCOMING PLACE FOR ALL PEOPLE, INCLUDING IMMIGRANTS AND REFUGEES. WE FIRMLY BELIEVE THAT ALL MAINE PEOPLE SHOULD FEEL WELCOME, SAFE AND ACCEPTED 83,333
    MAINE FARMLAND TRUST
    97 MAIN STREET
    BELFAST,ME04915     		NONE PC TO PROTECT FARMLAND, SUPPORT FARMERS, AND ADVANCE THE FUTURE OF FARMING 5,000
    MARTHA O'BRYAN CENTER
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206     		NONE PC TO EMPOWER CHILDREN, YOUTH, AND ADULTS IN POVERTY TO TRANSFORM THEIR LIVES THROUGH WORK, EDUCATION 4,000
    MASLOW PROJECT
    500 MONROE ST
    MEDFORD,OR97501     		NONE PC TO OFFER EVERY HOMELESS CHILD AND YOUTH THE PROBABILITY OF SUCCESS AND THE OPPORTUNITY 5,000
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT ST
    PORTLAND,OR97214     		NONE PC TO HELP PEOPLE MOVE BEYOND THE LIMITATIONS OF POVERTY, INEQUITY AND SOCIAL ISOLATION 15,000
    NATIONAL AUDUBON SOCIETY
    225 VARICK STREET 7TH FLOOR
    NEW YORK,NY10014     		NONE PC TO SAVE BIRDS AND THEIR HABITATS THROUGHOUT THE AMERICA USING SCIENCE, ADVOCACY, AND EDUCATION 1,000
    NATURAL RESOURCES COUNCIL
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PC TO PROTECT, RESTORE, AND CONSERVE MAINE'S ENVIRONMENT, NOW AND FOR FUTURE GENERATIONS 5,000
    NEXSTAR LEGACY FOUNDATION
    101 5TH ST E 2100
    ST PAUL,MN55101     		NONE PC TO ATTRACT TALENTED INDIVIDUALS TO THE HEATING, AIR CONDITIONING, PLUMBING AND ELECTRICAL INDUSTRIES, BY INSPIRING THESE PEOPLE TO DISCOVER THE PRESTIGE, EARNING POWER AND STABILITY OF CAREERS IN THESE FIELDS 10,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVE
    PORTLAND,OR97214     		NONE PC TO INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION 10,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219     		NONE PC TO GIVE VOICE TO THE COMMUNITY, CONNECTING OREGON AND ITS NEIGHBORS. ILLTLMINATING A WIDER WORLD 5,000
    OREGON SHAKESPEARE FESTIVAL
    15 SOUTH PIONEER STREET
    ASHLAND,OR97520     		NONE PC TO REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS 5,000
    PEAR
    338 NW 6TH
    PORTLAND,OR97209     		NONE PC TO MENTOR PORTLAND'S HOMELESS YOUTH TO AFFIRM PERSONAL WORTH AND CREATE HEALTHIER LIVES AND COMMUNITIES 20,000
    PLANNED PARENTHOOD
    123 WILLIAM ST
    NEW YORK,NY10038     		NONE PC TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS 10,000
    POPE MEMORIAL HUMANE SOCIETY
    PO BOX 1294
    ROCKLAND,ME04841     		NONE PC TO CARE FOR AND PLACE UNWANTED AND ABANDONED ANIMALS IN LOVING HOMES 5,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR972113966     		NONE PC TO SUPPORT THE DEVELOPMENT OF NEW PLAYS, EDUCATING YOUNG PEOPLE, AND REINVENTING THE MEANS 45,250
    RANDALL THEATRE COMPANY
    10 E 3RD ST
    MEDFORD,OR97501     		NONE PC TO BRING TOGETHER THE BEST IN SOUTHERN OREGON ACTORS, DIRECTORS AND TECHNICAL STAFF IN AN INVITING AND MEANINGFUL SETTING 5,000
    ROGUE RETREAT
    1410 W 8TH ST
    MEDFORD,OR975012918     		NONE PC TO PROVIDE TREATMENT, TRANSITIONAL HOUSING, VOCATIONAL DEVELOPMENT AND REFERRALS TO LOW INCOME INDIVIDUALS 5,000
    ROGUE VALLEY DIST COUNCIL
    155 N 1ST STREET
    CENTRAL POINT,OR97502     		NONE PC TO PROMOTE QUALITY OF LIFE 5,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE ROAD
    JACKSONVILLE,OR97530     		NONE PC TO HELP PEOPLE, ANIMALS, AND THE EARTH WORK TOGETHER FOR MUTUAL HEALING. 5,000
    SCIENCE WORKS
    1500 E MAIN ST
    ASHLAND,OR97520     		NONE PC TO SUPPORT EDUCATING VISITORS IN SCIENCE AND TECHNOLOGY, WHILE PROVIDING AN ENTERTAINING DESTINATION 2,500
    SOCIAL VENTURE PARTNERS
    308 SW 1ST AVE 158
    PORTLAND,OR97204     		NONE PC TO INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY CAUSES. 10,000
    SOLDIER'S BEST FRIEND
    14505 N 75TH AVE
    PEORIA,AZ853814702     		NONE PC TO PROVIDE UNITED STATES MILITARY VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER 5,000
    SOUTHERN OREGON HUMANE SOCIETY
    2910 TABLE ROCK RD
    MEDFORD,OR97501     		NONE PC TO RESCUE ANIMALS FROM SHELTERS WHERE THEY HAVE ALREADY BEEN MARKED FOR DEATH 7,500
    SOUTHERN OREGON LAND CONSERVANCY
    PO BOX 954
    ASHLAND,OR97520     		NONE PC TO PROTECT AND ENHANCE PRECIOUS LAND IN THE ROGUE RIVER REGION TO BENEFIT OUR HUMAN AND NATURAL COMMUNITIES 5,000
    SOUTHERN OREGON PUBLIC TELEVISION
    28 S FIR ST STE 200
    MEDFORD,OR975012698     		NONE PC TO PROVIDE ALTERNATIVE AND EDUCATIONAL TELEVISION PROGRAMMING 4,000
    SOUTHERN UTAH WILDERNESS
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT84111     		NONE PC TO HELP THE PRESERVATION OF THE OUTSTANDING WILDERNESS AT THE HEART OF THE COLORADO PLATEAU, 5,000
    STANFORD GRADUATE SCHOOL
    655 KNIGHT WAY
    STANDFORD,CA94305     		NONE PC TO SUPPORT ITS GENERAL OPRATIONS 1,000
    UNITED WAY OF JACKSON COUNTY
    536 NORTH JACKSON STREET
    JACKSON,MI49201     		NONE PC TO IMPROVE LIVES IN JACKSON COUNTY BY MOBILIZING THE COMMUNITY TO MAKE LASTING CHANGE IN COMMUNITY 25,000
    WORLD BICYCLE RELIEF
    1000 WEST FULTON MARKET 4TH FLOOR
    CHICAGO,IL60607     		NONE PC TO MOBILIZE PEOPLE THROUGH THE POWER OF BICYCLES 10,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		NONE PC TO CONSERVE THE WORLD'S MOST IMPORTANT FORESTS TO SUSTAIN NATURE'S DIVERSITY, BENEFIT OUR CLIMATE 2,500
    WOUNDED WARRIORS PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PC TO HONOR AND EMPOWER WOUNDED WARRIORS 5,000
    YMCA OF MEDFORD OREGON
    522 W 6TH ST
    MEDFORD,OR97501     		NONE PC TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY 2,500
    YOUTH FOR CHRIST
    10011 SE DIVISION ST 209
    PORTLAND,OR97266     		NONE PC TO HELP TODAY'S YOUNG PEOPLE GET WHAT THEY REALLY NEED 10,000
    THE JACKSONVILLE COMMUNITY
    PO BOX 1435
    JACKSONVILLE,OR97530     		NONE PC TO SUPPORT ITS GENERAL PROGRAMS 5,000
    TOWN OF CHEBEAGUE ISLAND
    180 NORTH ROA
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO SU 2,500
    TOWN OF CHEBEAGUE ISLAND
    PO BOX 462
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO SUPPORT ITS GENERAL PROGRAMS 2,500
    Total .................................bullet 3a 756,833
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 21,096  
    4 Dividends and interest from securities....     14 685,192  
    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 1,153,420  
    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 1,859,708 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,859,708
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    RAYMOND FAMILY FOUNDATION
     
    Employer identification number

    56-6502391
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    RAYMOND FAMILY FOUNDATION
          		Employer identification number
    56-6502391
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ELIZABETH K RAYMOND AND ROBERT RAYMOND JR CHARITABLE REMA
     
    2255 JOHNS PEAK ROAD
     
    CENTRAL POINT, OR97502

    		$ 7,441,421


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    RAYMOND FAMILY FOUNDATION
          		Employer identification number

    56-6502391
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS SECURITIES TRANSFERRED DIRECTLY FROM UBS ACCOUNT $ 7,441,421 2018-05-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    RAYMOND FAMILY FOUNDATION
          		Employer identification number

    56-6502391
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,030 2,015   2,015

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP GLOBAL MARKETS AA-YN F 01/25/2019 7.20% 250,000 175,805
    CITIGROUP GLOBAL MARKETS AA-YN GE 01/02/2019 6.00% 250,000 114,893
    HSBC USA INC AA-YN WMB 12/19/2019 250,000 239,215
    ISHARES SHORT-TERM CORPORATE BOND ETF 696,559 681,648
    PUTNAM SHORT DURATION INCOME FUND Y 1,010,967 1,007,949
    ROYAL BANK OF CANADA AA-YN IBM 10/31/2019 7.80% 250,000 243,338
    ALBUQUERQUE NM MUN SR A BE/R/ PRE-REFUNDED RATE 05.000% MATURES 08/01/20 NEX 10,243 10,189
    EXXON MOBIL CORP NTS B/E CALL@MW+10BP RATE 02.709% MATURES 03/06/25 CALLABLE 6,818 6,778
    FLORIDA ST BRD ED PUB ED SR C RV OID97.558 BE/R/ RATE 03.000% MATURES 06/01/ 5,224 5,129
    HOUSTON TX UTIL SYS FOR ASSUR SR A RV PREF BE/R/ PRE-REFUNDED RATE 05.500% M 5,084 5,068
    NEW JERSEY STATE TAX RV SER H B/E /R/ RATE 05.250% MATURES 07/01/19 (CUSIP:6 5,094 5,084
    NEW YORK ST TWY AUTH GEN SR A RV BE/R/ RATE 05.000% MATURES 05/01/19 (CUSIP: 5,071 5,053

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC. (DELAWARE) 33,521 226,240
    ALERIAN MLP ETF 451,169 353,565
    ALLERGAN PLC 126,835 114,814
    ALPHABET INC CL C 128,040 350,036
    AMAZON.COM INC 1,027,742 2,110,268
    AMER FUNDS EUROPACIFIC GROWTH FUND CLASS F2 629,614 582,716
    AMERICAN INTL GROUP INC COM NEW 546,682 354,690
    AMGEN INC 567,975 584,010
    ANHEUSER BUSCH INBEV SPON ADR 260,911 197,430
    APPLE INC 288,189 630,645
    AT&T INC 1,009,711 856,200
    BANK OF AMER CORP 129,704 221,760
    BANK OF NEW YORK MELLON CORP 151,071 141,210
    BB&T CORP 98,650 141,873
    BERKSHIRE HATHAWAY INC NEW CL B 91,460 211,735
    BOEING COMPANY 66,923 290,895
    BRISTOL MYERS SQUIBB CO 276,316 301,484
    CHEVRON CORP 143,247 155,026
    CISCO SYSTEMS INC 185,130 273,629
    CITIGROUP INC 237,457 260,300
    COCA COLA CO COM 100,897 138,309
    COHEN & STEERS INFRASTRUCTURE FUND INC 117,106 99,294
    COMCAST CORP NEW CL A 163,281 170,250
    CVS HEALTH CORP 433,545 393,120
    DOWDUPONT INC 194,290 213,920
    DUKE ENERGY CORP NEW 68,754 89,752
    EATON CORP PLC 30,054 27,670
    EATON VANCE FLOATING RATE FUND I (CUSIP:277911491) 53,214 51,481
    EXXON MOBIL CORP 131,193 143,540
    FACEBOOK INC CL A 61,240 72,100
    FEDEX CORP 48,595 99,218
    FORD MOTOR CO COM NEW 449,108 306,000
    FREEPORT-MCMORAN INC 97,668 72,170
    GENERAL MOTORS CO 87,285 88,475
    GENL ELECTRIC CO 336,886 272,520
    GENL MILLS INC 221,901 194,700
    GOLDMAN SACHS GROUP INC 94,851 83,525
    HALLIBURTON CO (HOLDING COMPANY) 186,308 132,900
    HOME DEPOT INC 43,772 188,487
    HONEYWELL INTL INC 147,521 183,250
    INTEL CORP 177,718 281,580
    INTL BUSINESS MACH 542,084 454,680
    ISHARES MSCI EAFE ETF 382,329 470,240
    JOHNSON & JOHNSON COM 101,117 129,050
    JPMORGAN CHASE & CO 149,540 292,860
    KRAFT HEINZ CO/THE 503,611 387,360
    MCDONALDS CORP 83,356 204,206
    MERCK & CO INC NEW COM 70,965 106,974
    METLIFE INC 187,346 164,240
    MICROSOFT CORP 189,869 468,949
    MONDELEZ INTL INC 83,938 130,338
    MORGAN STANLEY 72,245 119,941
    NETFLIX INC 17,756 54,335
    NEXTERA ENERGY INC COM 12,361 19,468
    NVIDIA CORP 4,999 18,957
    OCCIDENTAL PETROLEUM CRP 120,815 109,011
    ORACLE CORP 83,957 153,059
    PALO ALTO NETWORKS INC 42,055 65,734
    PAYPAL HOLDINGS INC 19,259 84,090
    PEPSICO INC 128,311 133,681
    PFIZER INC 247,290 360,113
    PHILLIPS 66 54,828 126,382
    PROCTER & GAMBLE CO 235,793 275,760
    QUALCOMM INC 173,987 199,185
    ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD 24,901 97,790
    SALESFORCE.COM INC 45,472 80,264
    STARBUCKS CORP 95,778 128,800
    SUNRUN INC 58,482 108,900
    SYNCHRONY FINL 195,991 164,220
    UNITEDHEALTH GROUP INC 41,585 249,120
    UNTD TECHNOLOGIES CORP 132,056 166,641
    US BANCORP DEL (NEW) 146,310 241,113
    VERIZON COMMUNICATIONS INC 348,032 441,721
    VORNADO REALTY TRUST 397,457 331,798
    WALGREENS BOOTS ALLIANCE INC 51,233 96,687
    WALT DISNEY CO (HOLDING CO) DISNEY COM 65,679 168,751
    WASTE MGMT INC NEW 97,556 111,238
    WELLS FARGO DISCOVERY FUND CLASS INST 619,447 653,863
    WELLS FARGO EMERGING MARKETS EQUITY FUND CLASS INST 273,652 267,135
    WELLS FARGO INTRINSIC SMALL CAP VALUE FUND CLASS INST 443,800 543,600
    WELLTOWER INC REIT 93,460 104,115
    WILLIAMS COS INC (DEL) 411,446 330,750
    WSTN DIGITAL CORP 166,737 73,940

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    US Government Securities - End of Year Book Value:

    243,650
    US Government Securities - End of Year Fair Market Value:

    226,068
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PUTNAM SHORT DURATION INCOME FUND Y (CUSIP:74676P698) AT COST 1,018,856 1,015,817

    TY 2018 LegalFeesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,560 780   780


    TY 2018 OtherAssetsSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE     965


    TY 2018 OtherExpensesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 765 0   765
    STATE FILING FEES 1,739 0   1,739


    TY 2018 OtherIncreasesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Amount
    UNREALIZED GAIN 4,242,935


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 169,135 169,135   0


    TY 2018 SubstantialContributorsSch
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name Address
    ELIZABETH K RAYMOND AND ROBERT RAYMOND JR CHARITABLE REMAINDER UNITRUST
          		2255 JOHNS PEAK ROAD
    CENTRAL POINT,OR97502


    TY 2018 TaxesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,132 4,132   0
    PAYROLL TAXES 3,620 1,810   1,810
    FEDERAL TAXES 27,777 0   0