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 07-01-2018 , and ending 06-30-2019
Name of foundation
ROSE E TUCKER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

93-6119091
B Telephone number (see instructions)

(503) 464-3580
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$20,926,238J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 469,960 469,960  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 662,846
b Gross sales price for all assets on line 6a 1,295,297
7 Capital gain net income (from Part IV, line 2)... 662,846
8 Net short-term capital gain......... 0
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........ 1,132,806 1,132,806  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 174,107 156,696   16,411
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 43,553 0 0 43,553
b Accounting fees (attach schedule)....... Click to see attachment 2,000 0 0 2,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,895 6,608   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 2,169     2,169
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 247,724 163,304 0 64,133
25 Contributions, gifts, grants paid....... 1,365,767 1,365,767
26 Total expenses and disbursements. Add lines 24 and 25 1,613,491 163,304 0 1,429,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -480,685
b Net investment income (if negative, enter -0-) 969,502
c Adjusted net income (if negative, enter -0-)... 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......... 140,529 292,466 292,466
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,870,991 Click to see attachment9,454,314 13,218,071
c Investments—corporate bonds (attach schedule)....... 7,676,880 Click to see attachment7,461,103 7,415,701
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 17,688,400 17,207,883 20,926,238
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
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........ 17,688,400 17,207,883
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)..... 17,688,400 17,207,883
31 Total liabilities and net assets/fund balances (see instructions). 17,688,400 17,207,883
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
17,688,400
2
Enter amount from Part I, line 27a .....................
2
-480,685
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
168
4
Add lines 1, 2, and 3 ..........................
4
17,207,883
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
17,207,883
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 1057.751 VANGUARD 500 IDX ADML   2016-06-22 2018-07-10
b 376.463 VANGUARD 500 IDX ADML   2016-06-22 2018-09-06
c 19598.21 BAIRD AGGREGATE BOND FD INSTL   2016-06-22 2018-11-27
d 214.89 AMERICAN EUROPACIFIC GRTH F2   2014-12-05 2018-11-27
e 8148.933 LAUDUS INTERNATIONAL MARKETMASTERS   2010-06-15 2019-05-21
CAPITAL GAIN 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 273,016   203,469 69,547
b 100,406   72,416 27,990
c 203,233   215,776 -12,543
d 10,338   10,652 -314
e 174,958   130,138 44,820
      533,346
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       69,547
b       27,990
c       -12,543
d       -314
e       44,820
       
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 2 662,846
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 1,111,418 21,281,123 0.052226
2016 1,177,717 20,268,394 0.058106
2015 1,336,558 19,839,937 0.067367
2014 1,117,386 21,271,107 0.052531
2013 1,897,070 21,210,264 0.089441
2
Total of line 1, column (d) .....................
2
0.319671
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
0.063934
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
20,274,153
5
Multiply line 4 by line 3......................
5
1,296,208
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,695
7
Add lines 5 and 6........................
7
1,305,903
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,429,900
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 9,695
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 9,695
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 9,695
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 24,960
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,265
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,696 RefundedBullet 11 5,569
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 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. ...............................
    10
     
    No
    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 addressbullet  
    14
    The books are in care ofbulletUS BANK Telephone no.bullet (503) 464-3580

    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
    US BANK NA CO-TRUSTEE
    1     		158,107    
    PO BOX 3168
    PORTLAND,OR97208
    MILO E ORMSETH CO-TRUSTEE
    1     		4,000    
    900 SW 5TH AVENUE
    PORTLAND,OR97204
    TERRY PANCOAST CO-TRUSTEE
    1     		12,000    
    900 SW 5TH AVENUE
    PORTLAND,OR97204
    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.........................bullet  
    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
    20,248,986
    b
    Average of monthly cash balances.......................
    1b
    333,910
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,582,896
    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
    20,582,896
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    308,743
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,274,153
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,013,708
    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
    1,013,708
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,695
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,695
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,004,013
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,004,013
    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
    1,004,013
    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
    1,429,900
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,429,900
    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
    9,695
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,420,205
    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 1,004,013
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 861,547
    b From 2014...... 87,686
    c From 2015...... 372,671
    d From 2016...... 188,638
    e From 2017...... 58,904
    fTotal of lines 3a through e........ 1,569,446
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,429,900
    a Applied to 2017, 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 2018 distributable amount..... 1,004,013
    e Remaining amount distributed out of corpus 425,887
    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 1,995,333
    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 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		861,547
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,133,786
    10 Analysis of line 9:
    a Excess from 2014.... 87,686
    b Excess from 2015.... 372,671
    c Excess from 2016.... 188,638
    d Excess from 2017.... 58,904
    e Excess from 2018.... 425,887
    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).)
    NA
    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.
    NA
    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:
    ROSE E TUCKER CHARITABLE TRUST
    900 SW FIFTH AVENUE SUITE 2600
    PORTLAND,OR97204
    (503) 294-9558
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE - ROSE E TUCKER CHARITABLE TRUST
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIORITY TO PROGRAMS IN EDUCATION, HEALTH & WELFARE, COMMUNITY DEVELOPMENT, SOCIAL SERVICE & ARTS & CULTURE, EMPHASIS IN THE PORTLAND METROPOLITAN AREA
    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
    ANTFARM
    39140 PROCTOR BLVD
    SANDY,OR97055     		NONE PC GENERAL OPERATING 1,500
    LAN SU CHINESE GARDEN
    220 NW SECOND AVE SUITE 1050
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 1,500
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365     		NONE PC GENERAL OPERATING 35,000
    OREGON SHAKESPEAREAN FESTIVAL ASSN
    PO BOX 158 15 SOUTH PIONEER ST
    ASHLAND,OR97520     		NONE PC GENERAL OPERATING 10,000
    ADELANTE MUJERES
    2420 19TH AVE
    FOREST GROVE,OR97116     		NONE PC GENERAL OPERATING 2,500
    SR ALLIANCE FOR GENERATIONAL EQUITY
    1515 SW FIFTH AVE SUITE 600
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 3,500
    DENTAL LIFELINE NETWORK
    PO BOX 690
    DENVER,CO80202     		NONE PC GENERAL OPERATING 2,500
    ASSIST
    4412 SW BARBUR BLVD
    Portland,OR97239     		NONE PC GENERAL OPERATING 2,000
    COMMUNITY TRANSITIONAL SCHOOL
    6601 NE KILLINGSWORTH ST
    PORTLAND,OR97218     		NONE PC GENERAL OPERATING 10,000
    CONCORDIA UNIVERSITY
    2811 NE HOLMAN ST
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 50,000
    CHESS FOR SUCCESS
    2701 NW VAUGHN STREET SUITE 101
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 5,000
    BRADLEY ANGLE HOUSE
    5432 N ALBINA AVENUE
    PORTLAND,OR97217     		NONE PC GENERAL OPERATING 4,500
    CHAMBER MUSIC NORTHWEST INC
    522 SW 5TH AVENUE SUITE 920
    PORTLAND,OR97204     		NONE PC GENERAL OPERATING 5,000
    MEALS ON WHEELS PEOPLE INC
    7710 SW 31ST AVE
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 5,000
    HOUSING DEVELOPMENT CENTER
    847 NE 19TH AVE
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 2,500
    IMPACT NW
    PO BOX 33530
    PORTLAND,OR97292     		NONE PC GENERAL OPERATING 5,000
    NATURAL RESOURCES DEFENSE COUNCIL
    111 SUTTER STREET 20TH FLOOR
    SAN FRANCISCO,CA94104     		NONE PC GENERAL OPERATING 22,500
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 5,000
    NORTHWEST EARTH INSTITUTE
    107 SE WASHINGTON STREET 235
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 2,500
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 3,500
    OPAL CREEK ANCIENT FOREST CENTER
    721 NW 9TH AVE SUITE 236
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 3,500
    OREGON COUNCIL FOR THE HUMANITIES
    921 SW WASHINGTON ST 150
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 6,500
    OUR HOUSE OF PORTLAND
    2727 SE ALDER ST
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 1,000
    OREGON BALLET
    0720 SW BANCROFT STREET
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 20,000
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR97221     		NONE PC GENERAL OPERATING 10,000
    PORTLAND CENTER STAGE
    128 NW ELEVENTH AVE
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 20,000
    SISTERS OF THE ROAD CAFE INC
    133 NW SIXTH AVENUE
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 10,000
    STORE TO DOOR
    7730 SW 31ST AVENUE
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 1,500
    ST ANDREW NATIVITY SCHOOL
    4924 NE 9TH AVENUE
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 8,500
    THE LIBRARY FOUNDATION INC
    620 SW FIFTH AVENUE SUITE 1025
    PORTLAND,OR97204     		NONE PC GENERAL OPERATING 30,000
    SATURDAY ACADEMY
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		NONE PC GERERAL OPERATING 3,500
    WRITE AROUND PORTLAND
    133 SW 2ND AVE SUITE 304
    PORTLAND,OR97204     		NONE PC GENERAL OPERATING 1,500
    TRILLIUM FAMILY SERVICES INC
    3415 SE POWELL BLVD
    PORTLAND,OR97202     		NONE PC GENERAL OPERATING 4,685
    UNION GOSPEL MISSION
    3 NW THIRD AVE
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 3,000
    CLASSICAL UP CLOSE
    PO BOX 23751
    TIGARD,OR97223     		NONE PC GENERAL OPERATING 5,000
    CONSTRUCTING HOPE
    & PRE-APPRENTICESHIP PROGRAM
    405 NE CHURCH STREET
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 3,000
    COLLEGE POSSIBLE
    532 SE GRAND AVE
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 7,500
    MT ADAMS INSTITUTE
    2453 HIGHWAY 141
    TROUT LAKE,WA98650     		NONE PC GENERAL OPERATING 3,000
    PORTLAND HOMELESS FAMILY SOLUTIONS
    1838 SW JEFFERSON
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 3,000
    NW CLASSICAL THEATRE COLLABORATIVE
    8808 SE 43RD
    MILWAUKIE,OR97222     		NONE PC GENERAL OPERATING 2,500
    BOOST OREGON
    PO BOX 8635
    PORTLAND,OR97207     		NONE PC GENERAL OPERATING 3,000
    BOYS & GIRLS AID SOCIETY OF OR
    018 SW BOUNDARY COURT
    PORTLAND,OR97239     		NONE PC GENERAL OPERATING 4,000
    NW PROFESSIONAL DANCE PROJECT
    PO BOX 42488
    Portland,OR97242     		NONE PC GENERAL OPERATING 2,500
    OREGON SYMPHONY ASSOCIATION
    921 SW WASHINGTON SUITE 200
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 30,000
    SHADOW PROJECT
    663 SW BEAVERTON HILLSDALE HWY 108
    PORTLAND,OR97225     		NONE PC GENERAL OPERATING 2,500
    THE PATHFINDER NETWORK
    2501 SW FIRST AVE SUITE 3000
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 2,500
    CHILDREN FIRST FOR OREGON
    P O BOX 14914
    PORTLAND,OR97293     		NONE PC GENERAL OPERATING 3,000
    CHILDREN CENTER OF CLACKAMAS COUNTY
    1713 PENN LANE
    OREGON CITY,OR97045     		NONE PC GENERAL OPERATING 1,500
    EXCEED ENTERPRISES INC
    5285 SE MALLARD WAY
    MILWAUKIE,OR97222     		NONE PC GENERAL OPERATING 5,000
    FRIENDS OF TRYON CREEK STATE PARK
    11321 SW TERWILLIGER BLVD
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 4,000
    JANUS YOUTH PROGRAMS INC
    707 NE COUCH
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 2,500
    KLAMATH LAKE LAND TRUST
    PO BOX 5142
    Klamath Falls,OR97601     		NONE PC GENERAL OPERATING 10,000
    THE PORTLAND PLAYHOUSE
    602 NE PRESCOTT STREET
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 2,500
    MUSIC CAMPS WALLOWA LAKE
    PO BOX 636
    LA GRANDE,OR97850     		NONE PC GENERAL OPERATING 2,000
    OREGON CHILDREN'S FOUNDATION
    101 SW MARKET STREET
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 25,000
    LAWYERS' CAMPAIGN FOR EQUAL JUSTICE
    620 SW FIFTH AVE
    PORTLAND,OR97242     		NONE PC GENERAL OPERATING 32,500
    FREE GEEK
    1731 SE 10TH AVE
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 3,500
    ELEVATE OREGON
    4916 NE 122ND AVENUE
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 6,000
    OPEN HEARTS OPEN MINDS
    PO BOX 4534
    PORTLAND,OR97208     		NONE PC GENERAL OPERATING 3,500
    GLEANERS OF CLACKAMAS CO INC
    PO BOX 1660
    Oregon City,OR97045     		NONE PC GENERAL OPERATING 15,000
    CASCADIA CENTER FOR ARTS & CRAFTS
    PO BOX 215
    VILLAGE OF GOVT CAMP,OR97028     		NONE PC GENERAL OPERATING 1,500
    THE ENSEMBLE
    PO BOX 8624
    PORTLAND,OR97207     		NONE PC GENERAL OPERATING 1,500
    FAMILY JUSTICE CENTER OF WA CO
    PO BOX 7273
    BEAVERTON,OR97007     		NONE PC GENERAL OPERATING 3,500
    SOUTHERN WASCO CO LIBRARY
    C/O CITY OF MAUPIN
    410 DESCHUTES AVE
    Maupin,OR97037     		NONE PC GENERAL OPERATING 10,000
    PROFILE THEATRE PROJECT
    PO BOX 14845
    PORTLAND,OR14845     		NONE PC GENERAL OPERATING 5,000
    NATURE CONSERVANCY INC
    1634 SW ALDER STREET
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 30,000
    LATINO NETWORK
    410 NE 18TH AVENUE
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 5,000
    MAYBELLE CENTER FOR COMMUNITY
    121 NW SIXTH AVE
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 3,500
    MARATHON EDUCATION PARTNERS INC
    610 SW ALDER STREET SUITE 921
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 5,000
    MINDS MATTER
    1211 SW 5TH AVE SUITE 1000
    Portland,OR97212     		NONE PC GENERAL OPERATING 5,000
    MEDICAL TEAMS INTERNATIONAL
    PO BOX 10
    PORTLAND,OR97207     		NONE PC GENERAL OPERATING 8,000
    TOGETHER WE ARE GREATER THAN
    2916 ALBERTA STREET
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 25,000
    LEWIS AND CLARK COLLEGE
    0615 SW PALATINE HILL ROAD
    PORTLAND,OR972197899     		NONE PC GENERAL OPERATING 80,000
    NEIGHBORHOOD HOUSE INC
    7780 SW CAPITOL HWY
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 7,500
    PORTLAND YOUTH PHILHARMONIC ASSN
    9320 SW BARBUR BLVD SUITE 140
    Portland,OR97219     		NONE PC GENERAL OPERATING 4,000
    REED COLLEGE
    3203 SE WOODSTOCK BLVD
    PORTLAND,OR972028199     		NONE PC GENERAL OPERATING 40,000
    YWCA OF GREATER PORTLAND
    PO BOX 4587
    PORTLAND,OR97208     		NONE PC GENERAL OPERATING 6,000
    LINFIELD COLLEGE
    900 SE BAKER STREET
    MCMINNVILLE,OR972186894     		NONE PC GENERAL OPERATING 17,500
    TUCKER MAXON SCHOOL
    2860 SE HOLGATE BLVD
    PORTLAND,OR97202     		NONE PC GENERAL OPERATING 125,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVE
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 19,082
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 5,000
    VOLUNTEERS OF AMERICA OF OR INC
    3910 SE STARK STREET
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 5,000
    OREGON MUSEUM OF SCIENCE & INDUSTRY
    1945 SE WATER AVE
    Portland,OR97214     		NONE PC GENERAL OPERATING 30,000
    ST VINCENT DE PAUL SOCIETY PORTLAND
    PO BOX 42157
    PORTLAND,OR972420157     		NONE PC GENERAL OPERATING 5,000
    LIFEWORKS NORTHWEST
    14600 NW CORNELL ROAD
    PORTLAND,OR97229     		NONE PC GENERAL OPERATING 3,500
    JAPANESE GARDEN SOCIETY OF OREGON
    611 SW KINGSTON AVE
    Portland,OR97205     		NONE PC GENERAL OPERATING 3,000
    FRIENDLY HOUSE INC
    2617 NW SAVIER STREET
    PORTLAND,OR97210     		NONE PC GENERAL OPERATING 5,000
    OREGON ENVIRONMENTAL COUNCIL INC
    222 NW DAVIS ST SUITE 309
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 5,000
    PARROTT CREEK CHILD & FAMILY SVCS
    1001 MOLALLA AVENUE SUITE 209
    OREGON CITY,OR97045     		NONE PC GENERAL OPERATING 1,500
    1000 FRIENDS OF OREGON
    PO BOX 40367
    Portland,OR97240     		NONE PC GENERAL OPERATING 10,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD NO 503
    Portland,OR97214     		NONE PC GENERAL OPERATING 4,000
    DAVID'S HARP
    11261 NE KNOTT ST
    PORTLAND,OR97220     		NONE PC GENERAL OPERATING 2,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 20,000
    ST MARY'S ACADEMY
    1615 SW 5TH AVE
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 7,500
    PORTLAND FESTIVAL SYMPHONY
    PO BOX 585
    PORTLAND,OR97207     		NONE PC GENERAL OPERATING 1,500
    REACH COMMUNITY DEVELOPMENT INC
    4150 SW MOODY AVENUE
    PORTLAND,OR97239     		NONE PC GENERAL OPERATING 5,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVE
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 150,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON STREET
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 6,000
    BLACK UNITED FUND OF OREGON
    2828 NE ALBERTA STREET
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 4,000
    CLASSROOM LAW PROJECT
    620 SW MAIN STREET SUITE 102
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 3,500
    YOUNG AUDIENCES OF OREGON INC
    1220 SW MORRISON
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 12,500
    BIENESTAR
    220 SE 12TH SUITE A-100
    HILLSBORO,OR97123     		NONE PC GENERAL OPERATING 3,000
    PORTLAND SICKLE CELL ANEMIA FDN OR
    4927 NE 55TH AVE
    PORTLAND,OR97218     		NONE PC GENERAL OPERATING 2,500
    CASCADE AIDS PROJECT
    520 NW DAVIS ST
    Portland,OR97209     		NONE PC GENERAL OPERATING 2,500
    HOYT ARBORETUM FRIENDS
    4000 SW FAIRVIEW BLVD
    PORTLAND,OR972212706     		NONE PC GENERAL OPERATING 3,000
    CASA FOR CHILDREN INC
    1401 NE 68TH AVE
    PORTLAND,OR97213     		NONE PC GENERAL OPERATING 9,500
    HUMAN SOLUTIONS INC
    12350 SE POWELL BLVD
    Portland,OR97236     		NONE PC GENERAL OPERATING 5,000
    FRIENDS OF TREES
    3117 NE MLK JR BLVD
    Portland,OR97212     		NONE PC GENERAL OPERATING 3,500
    OREGON CHILDREN'S THEATRE COMPANY
    1939 NE SANDY BLVD
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 2,500
    ECOTRUST
    721 NW 9TH AVE SUITE 200
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 10,000
    BROADWAY ROSE THEATRE COMPANY
    PO BOX 231004
    Tigard,OR97281     		NONE PC GENERAL OPERATING 1,500
    FRIENDS OF THE CHILDREN-PORTLAND
    44 NE MORRIS ST
    PORTLAND,OR97212     		NONE PC GENERAL OPERATING 6,500
    CPAH
    PO BOX 23206
    TIGARD,OR972813206     		NONE PC GENERAL OPERATING 2,500
    PICA
    15 NE HANCOCK ST
    Portland,OR97212     		NONE PC GENERAL OPERATING 3,500
    THE CHILDREN'S COURSE
    19825 RIVER ROAD
    GLADSTONE,OR97027     		NONE PC GENERAL OPERATING 1,500
    PORTLAND CHILDREN'S MUSEUM
    4015 SW CANYON RD
    Portland,OR97221     		NONE PC GENERAL OPERATING 3,500
    DE LA SALLE N CATHOLIC HIGH SCHOOL
    7528 N FENWICK
    Portland,OR97217     		NONE PC GENERAL OPERATING 8,500
    SOCIAL VENTURE PARTNERS PORTLAND
    308 SW 1ST AVE SUITE 158
    Portland,OR97204     		NONE PC GENERAL OPERATING 20,000
    WESTERN RIVERS CONSERVANCY
    71 SW OAK ST
    PORTLAND,OR97204     		NONE PC GENERAL OPERATING 10,000
    PLANNED PARENTHOOD OF THE COLUMBIA
    3727 NE MARTIN LUTHER KING JR BLVD
    Portland,OR97212     		NONE PC GENERAL OPERATING 10,000
    PORTLAND OPERA ASSOCIATION
    THE HAMPTON OPERA CENTER
    Portland,OR97214     		NONE PC GENERAL OPERATING 5,000
    THE FOREST PARK CONSERVANCY
    210 NW 17TH AVE SUITE 201
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 5,000
    THE CHILDREN'S BOOK BANK
    2680 SW RAVENSVIEW DRIVE
    PORTLAND,OR97201     		NONE PC GENERAL OPERATING 5,000
    HABITAT FOR HUMANITY OF OREGON
    PO BOX 11452
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 17,500
    FARMERS MARKET FUND
    240 NORTH BROADWAY SUITE 129
    PORTLAND,OR97227     		NONE PC GENERAL OPERATING 2,500
    LITERARY ARTS INC
    925 SW WASHINGTON STREET
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 4,000
    PACIFIC YOUTH CHOIR
    1012 SW KING AVE SUITE 10
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 8,500
    THE WALLACE MEDICAL CONCERN
    124 NE 181ST AVE SUITE 103
    PORTLAND,OR97230     		NONE PC GENERAL OPERATING 6,500
    FULL CIRCLE PROGRAMS
    15995 SW 74TH AVE
    TIGARD,OR97224     		NONE PC GENERAL OPERATING 5,000
    CENTER FOR EARTH LEADERSHIP
    319 SW WASHINGTON ST
    PORTLAND,OR97204     		NONE PC GENERAL OPERATING 10,000
    READING RESULTS
    3115 NE SANDY BLVD SUITE 229
    PORTLAND,OR97232     		NONE PC GENERAL OPERATING 6,500
    FOCUS ON YOUTH
    2626 NE 12TH AVENUE
    PORTLAND,OR97212     		NONE PC GENERAL OPERATING 3,000
    Total .................................bullet 3a 1,365,767
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....     14 469,960  
    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 ............     		    18 662,846  
    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)..   1,132,806  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,132,806
    (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

    TY 2018 AccountingFeesSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Name of Bond End of Year Book Value End of Year Fair Market Value
    057071854 BAIRD AGGREGATE BOND 2,987,812 3,009,268
    464288612 ISHARES BARCLAYS INT 2,978,124 2,992,262
    693390700 PIMCO TOTAL RETURN F 1,107,931 1,009,070
    87234N765 TCW EMERGING MARKETS 387,236 405,101

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Name of Stock End of Year Book Value End of Year Fair Market Value
    29875E100 AMERICAN EUROPACIFIC 2,012,435 2,589,947
    808509640 LAUDUS INTERNATIONAL 768,023 1,076,772
    921921300 VANGUARD EQUITY INCO 1,190,821 1,546,097
    670678507 NUVEEN REAL ESTATE S 977,644 852,203
    779556109 ROWE T PRICE MID-CAP 797,117 1,014,541
    782493746 RUSSELL EMERGING MAR 500,000 402,528
    779572106 T ROWE PRICE SMALL C 903,875 1,017,579
    902973304 US BANCORP 19,284 995,181
    741479109 PRICE T ROWE GROWTH 750,328 1,557,798
    922908710 VANGUARD 500 INDEX A 1,534,787 2,165,425

    TY 2018 LegalFeesSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 43,553     43,553


    TY 2018 OtherExpensesSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE/TAXES 2,169 0   2,169


    TY 2018 OtherIncreasesSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Description Amount
    NUVEEN EARNOUT ADJUSTMENT 168


    TY 2018 TaxesSchedule
    Name:
    ROSE E TUCKER CHARITABLE TRUST
    EIN:
    93-6119091
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,916 5,916   0
    FEDERAL ESTIMATES - PRINCIPAL 19,287 0   0
    FOREIGN TAXES ON NONQUALIFIED 692 692   0