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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
Name of foundation
J FRANK SCHMIDT FAMILY CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 189
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BORING, OR97009
A Employer identification number

93-1265440
B Telephone number (see instructions)

(503) 663-4128
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$6,200,601
J 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) 2,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,867 1,867  
4 Dividends and interest from securities... 237,335 237,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,698
b Gross sales price for all assets on line 6a 1,403,140
7 Capital gain net income (from Part IV, line 2)... 147,698
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........ 389,400 386,900  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 315 0   0
b Accounting fees (attach schedule)....... 11,074 0   0
c Other professional fees (attach schedule).... 51,022 51,022   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,316 1,753   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10 10   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,737 52,785   0
25 Contributions, gifts, grants paid....... 314,766 314,766
26 Total expenses and disbursements. Add lines 24 and 25 384,503 52,785   314,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,897
b Net investment income (if negative, enter -0-) 334,115
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 40,052 63,493 63,493
2 Savings and temporary cash investments......... 55,794 114,940 114,940
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) bullet104,938
Less: allowance for doubtful accounts bullet0 0 104,938 104,938
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)....... 3,360,907 Click to see attachment3,823,056 4,827,500
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,726,633 Click to see attachment1,082,206 1,089,730
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) 5,183,386 5,188,633 6,200,601
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) Click to see attachment0 Click to see attachment350
23 Total liabilities (add lines 17 through 22)......... 0 350
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,183,386 5,188,283
30 Total liabilities and net assets/fund balances (see instructions). 5,183,386 5,188,633
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,183,386
2
Enter amount from Part I, line 27a .....................
2
4,897
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,188,283
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 29 .
6
5,188,283
Form 990-PF (2019)
Form 990-PF (2019)
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 .5 SHS WACOAL HOLDINGS CORP P   2017-10-25
b 172 SHS TEVA PHARMACEUTICAL INDS P   2017-12-19
c 6 SHS ALPHABET INC CL A P   2018-05-09
d 10 SHS ALPHABET INC CL C P   2018-05-09
e 53 SHS AMERICAN EQUITY INVT LIFE P   2018-05-09
286 SHS BOSTON SCIENTIFIC CORP P   2018-05-09
4 SHS BROADCOM INC P   2018-05-09
79 SHS CELGENE CORP P   2018-05-09
164 SHS E TRADE FINANCIAL CORP P   2018-05-09
316 SHS ENTEGRIS INC P   2018-05-09
36 SHS EXPEDIA INC P   2018-05-09
127 SHS KORN FERRY INTL P   2018-05-09
177 SHS LINCOLN NATIONAL CORP P   2018-05-09
42 SHS MASTERCARD INC P   2018-05-09
779 SHS MELCO RESORTS & ENTERTAINMENT P   2018-05-09
32 SHS MICROSEMI CORP P   2018-05-29
142 SHS MOMO INC P   2018-05-09
86 SHS NATIONAL GRID PLC P   2018-05-09
563 SHS ON SEMICONDUCTOR CORP P   2018-05-09
8 SHS QORVO INC P   2018-05-09
59 SHS RYMAN HOSPITALITY PROPERTIES P   2018-05-09
54 SHS SAP SE SPON A D R P   2018-05-09
173 SHS SKYWORKS SOLUTIONS INC P   2018-05-09
514 SHS STMICROELECTRONICS P   2018-05-09
7 SHS SYNAPTICS INC P   2018-05-09
46 SHS VMWARE INC P   2018-05-09
53 SHS WYNN RESORTS P   2018-05-09
307 SHS IRON MOUNTAIN INC P   2018-05-09
403 SHS CANON INC SPONS P   2018-07-27
61 SHS GRAND CANYON EDUCATION P   2018-07-27
127 SHS NATIONAL GRID PLX P   2018-07-27
148 SHS SANOFI P   2018-07-27
217 SHS EDUCATION REALTY TRUST P   2018-09-21
2219.49 SHS AMERICAN BALANCED P 2017-08-05 2018-02-09
972.95 SHS AMERICAN CAPITAL WORLD P 2012-02-03 2018-08-30
1606.95 SHS AMERICAN FUNDS P 2012-02-03 2018-08-30
1047.35 SHS COHEN & STEERS RLTY P 2014-09-22 2018-02-09
116.16 SHS DODGE & COX STK FD P 2012-02-03 2018-08-30
1369.2 SHS DODGE & COX BAL FD P 2010-06-28 2018-02-09
31369.2 SHS DODGE & COX INTL P 2012-02-03 2018-08-30
6.99 SHS EATON VANCE GROWTH TR P 2006-12-20 2018-02-09
810.53 SHS FIDELITY ADVISOR P 2013-03-27 2018-01-12
1274.51 SHS FIDELITY ADD INTL P 2018-01-16 2018-07-17
4511.68 SHS FIDELITY EMERGING P 2012-12-24 2018-06-01
3030.3 SHS FIDELITY SEL RETAILING P 2018-02-09 2018-08-30
6836.21 SHS FRANKLIN UTILITIES P 2013-03-27 2018-01-12
970.6 SHS HENNESSY GAS UTILITY P 2014-09-22 2018-01-12
1561.91 SHS JP MORGAN VALUE P 2017-01-25 2018-08-08
1075.31 SHS NEW WORLD FUND F-2 P 2018-01-16 2018-08-08
5644.32 SHS OAKMARK EQUITY P 2007-11-14 2018-08-08
525.76 SHS VANGUARD EQUITY INC P 2016-08-05 2018-08-08
2323.62 SHS WELLS FARGO MID CAP P 2017-01-25 2017-12-27
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65   59 6
b 3,158   9,728 -6,570
c 6,341   3,553 2,788
d 10,527   7,547 2,980
e 1,569   1,240 329
8,511   5,053 3,458
944   543 401
6,666   11,370 -4,704
10,161   4,715 5,446
10,681   5,334 5,347
3,986   5,131 -1,145
6,838   3,123 3,715
12,144   8,069 4,075
7,901   3,147 4,754
25,368   18,610 6,758
2,201   809 1,392
5,362   5,023 339
4,961   6,764 -1,803
12,821   6,262 6,559
638   377 261
4,702   2,827 1,875
6,143   4,726 1,417
16,431   10,780 5,651
12,166   10,007 2,159
313   541 -228
6,226   5,047 1,179
10,096   4,807 5,289
10,542   9,337 1,205
12,819   13,593 -774
7,197   2,354 4,843
6,909   9,988 -3,079
6,308   5,952 356
9,006   8,681 325
59,112   56,023 3,089
50,000   42,683 7,317
53,910   47,929 5,981
61,040   73,008 -11,968
24,985   16,548 8,437
54,985   52,626 2,359
59,668   56,400 3,268
71   49 22
74,512   72,417 2,095
27,234   27,876 -642
59,088   62,817 -3,729
49,985   43,233 6,752
122,095   104,778 17,317
27,876   29,462 -1,586
58,072   50,973 7,099
70,708   74,512 -3,804
180,647   147,944 32,703
19,985   17,411 2,574
86,973   83,656 3,317
12,493     12,493
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       6
b       -6,570
c       2,788
d       2,980
e       329
      3,458
      401
      -4,704
      5,446
      5,347
      -1,145
      3,715
      4,075
      4,754
      6,758
      1,392
      339
      -1,803
      6,559
      261
      1,875
      1,417
      5,651
      2,159
      -228
      1,179
      5,289
      1,205
      -774
      4,843
      -3,079
      356
      325
      3,089
      7,317
      5,981
      -11,968
      8,437
      2,359
      3,268
      22
      2,095
      -642
      -3,729
      6,752
      17,317
      -1,586
      7,099
      -3,804
      32,703
      2,574
      3,317
      12,493
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 2 147,698
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))
2018 316,918 5,728,287 0.055325
2017 313,947 5,529,854 0.056773
2016 318,471 6,054,367 0.052602
2015 302,183 5,944,276 0.050836
2014 275,596 5,636,628 0.048894
2
Total of line 1, column (d) .....................
2
0.264430
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
0.052886
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
6,158,179
5
Multiply line 4 by line 3......................
5
325,681
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,341
7
Add lines 5 and 6........................
7
329,022
8
Enter qualifying distributions from Part XII, line 4,.............
8
314,766
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 (2019)
Form 990-PF (2019)
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 6,682
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 6,682
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 6,682
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 4,000
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 4,000
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 2,682
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 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletJAN BARKLEY Telephone no.bullet (503) 663-1000

    Located atbullet9500 SW 327THBORINGOR ZIP+4bullet970099710
    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 2019, 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
     
     
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    J FRANK SCHMIDT III DIRECTOR
    0.00
    0 0 0
    13529 SE LEANN COURT
    BORING,OR97009
    JAN SCHMIDT BARKLEY DIRECTOR
    0.00
    0 0 0
    10486 SE TELFORD ROAD
    BORING,OR97009
    JEAN SCHMIDT WEBSTER DIRECTOR
    0.00
    0 0 0
    7428 N WOODSON
    FRESNO,CA93711
    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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Form 990-PF (2019)
    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
    6,189,978
    b
    Average of monthly cash balances.......................
    1b
    44,485
    c
    Fair market value of all other assets (see instructions)................
    1c
    17,495
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,251,958
    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
    6,251,958
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    93,779
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,158,179
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    307,909
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    307,909
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,682
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    301,227
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    301,227
    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
    301,227
    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
    314,766
    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
    314,766
    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
    314,766
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 301,227
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 1,049
    b From 2015...... 9,849
    c From 2016...... 19,124
    d From 2017...... 41,430
    e From 2018...... 38,054
    fTotal of lines 3a through e........ 109,506
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 314,766
    a Applied to 2018, 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 2019 distributable amount..... 301,227
    e Remaining amount distributed out of corpus 13,539
    5 Excess distributions carryover applied to 2019. 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 5 123,045
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...
    1,049
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    121,996
    10 Analysis of line 9:
    a Excess from 2015.... 9,849
    b Excess from 2016.... 19,124
    c Excess from 2017.... 41,430
    d Excess from 2018.... 38,054
    e Excess from 2019.... 13,539
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    4-H FOUNDATION
    119 BALLARD EXTENSION HALL
    CORVALLIS,OR97331
      PUBLIC CHARITABLE 500
    ADAPTIVE SPORTS NORTHWEST
    4840 SW WESTERN AVE 500
    BEAVERTON,OR97005
      PUBLIC CHARITABLE 500
    AGRICULTURAL RESEARCH FOUNDATION
    1600 SW WESTERN BLVD 320
    CORVALLIS,OR97333
      PUBLIC EDUCATIONAL 36,000
    ALS ASSOCIATION
    700 NE MULTNOMAH ST
    PORTLAND,OR97232
      PUBLIC MEDICAL 500
    ALYCE HATCH CENTER INC
    1406 NW JUNIPER ST
    BEND,OR97703
      PUBLIC MEDICAL 1,000
    AMERICA IN BLOOM
    PO BOX 44005
    COLOMBUS,OH43204
      PUBLIC HORTICULTURAL RESEARCH 3,000
    AMERICAN DIABETES ASSOCIATION
    5060 SHOREHAM PL 100
    SAN DIEGO,CA92122
      PUBLIC MEDICAL 500
    AMERICAN FOUND FOR SUICIDE PREVENTION
    555 SATURN BLVD B252
    SAN DIEGO,CA92154
      PUBLIC CHARITABLE 350
    AMERICAN HEART ASSOCIATION
    4380 SW MACADAM AVE 480
    PORTLAND,OR97239
      PUBLIC MEDICAL 500
    AMERICAN LUNG ASSOCIATION OF OREGON
    16037 SW UPPER BOONES FERRY RD 165
    TIGARD,OR97224
      PUBLIC MEDICAL 500
    AMERICAN RED CROSS
    3131 N VANCOUVER AVE
    PORTLAND,OR97227
      PUBLIC MEDICAL 500
    AMERICAN NURSERY & LANDSCAPE ASSOCIATION
    29751 TOWN CENTER LOOP W
    WILSONVILLE,OR97070
      PUBLIC HORTICULTURAL RESEARCH 400
    ARBOR DAY FOUNDATION
    100 ARBOR AVENUE
    NEBRASKA CITY,NE68140
      PUBLIC HORTICULTURAL RESEARCH 5,000
    ARNOLD ARBORETUM OF HARVARD UNIVERSITY
    125 ARBORWAY
    BOSTON,MA02130
      PUBLIC HORTICULTURAL RESEARCH 500
    ARTHRITIS NATIONAL RESEARCH FOUNDATION
    5354 E 2ND ST 201
    LONG BEACH,CA90803
      PUBLIC MEDICAL 500
    BERNHEIM ARBORETUM AND RESEARCH FOREST
    2075 CLERMONT RD
    CLERMONT,KY40110
      PUBLIC HORTICULTURAL RESEARCH 5,000
    BORING OREGON FOUNDATION
    PO BOX 1448
    BORING,OR97009
      PUBLIC CHARITABLE 500
    BOY SCOUTS OF AMERICA
    2145 SW NAITO PARKWAY
    PORTLAND,OR97201
      PUBLIC CHARITABLE 500
    CENTRAL HIGH SCHOOL
    1530 MONMOUTH ST
    INDEPENDENCE,OR97351
      PUBLIC CHARITABLE 500
    CHEMEKATA COMMUNITY COLLEGE FOUNDATION
    4000 LANCASTER DR NE
    SALEM,OR97305
      PUBLIC CHARITABLE 3,000
    CLACKAMAS COMM COLLEGE-HORTICULTURE
    19600 S MOLALLA AVE
    OREGON CITY,OR97045
      PUBLIC CHARITABLE 3,300
    CLACKAMAS COMM COLLEGE-SCHOLARSHIP FUND
    19600 S MOLALLA AVE
    OREGON CITY,OR97045
      PUBLIC CHARITABLE 3,000
    CLACKAMAS RIVER BASIN COUNCIL
    5427 GLEN ECHO AVE
    GLADSTONE,OR97027
      PUBLIC CHARITABLE 316
    COLORADO STATE UNIVERSITY
    900 OVAL DR
    FORT COLLINS,CO80523
      PUBLIC CHARITABLE 5,000
    COMMUNITY MEDICAL FOUNDATION
    1530 E SHAW AVENUE SUITE 106
    FRESNO,CA93710
      PUBLIC MEDICAL 1,500
    CORBETT EDUCATION FOUNDATION
    35800 HISTORIC COLUMBIA RIVER HWY
    CORBETT,OR97019
      PUBLIC CHARITABLE 500
    CORNELL UNIVERSITY-BASSUK
    135 PLANT SCIENCE BUILDING
    ITHACA,NY14850
      PUBLIC CHARITABLE 5,000
    DOERNBECHER CHILDREN'S HOSPITAL FOUND
    1121 SW SALMON ST 100
    PORTLAND,OR97205
      PUBLIC CHARITABLE 2,000
    FEEL BETTER FRIENDS
    PO BOX 31
    OLATHE,KS66051
      PUBLIC CHARITABLE 500
    FIRST ROBOTICS
    200 BEDFORD ST
    MANCHESTER,NH03101
      PUBLIC CHARITABLE 500
    FOOD SANCTUARY PANTRY
    3101 SE ORIENT DRIVE
    GRESHAM,OR97080
      PUBLIC CHARITABLE 1,000
    FRED HUTCHINSON CANCER RESEARCH CENTER
    1100 FAIRVIEW AVE N
    SEATTLE,WA98109
      PUBLIC MEDICAL 500
    FRIENDS OF THE NATIONAL ARBORETUM
    3501 NEW YORK AVE NE
    WASHINGTON,DC20002
      PUBLIC HORTICULTURAL RESEARCH 1,500
    FRIENDS OF TREES
    3117 NE ML KING JR BLVD
    PORTLAND,OR97212
      PUBLIC HORTICULTURAL RESEARCH 32,000
    GRESHAM BREAKFAST LIONS CLUB
    137 N MAIN AVE
    GRESHAM,OR97030
      PUBLIC CHARITABLE 100
    GRESHAM HISTORICAL SOCIETY
    410 N MAIN AVE
    GRESHAM,OR97030
      PUBLIC CHARITABLE 500
    GRESHAM SENIOR CENTER
    600 NE 8TH ST 130
    GRESHAM,OR97030
      PUBLIC CHARITABLE 500
    GRESHAM-BARLOW EDUCATION FOUNDATION
    2400 SE BAKER WAY
    GRESHAM,OR97030
      PUBLIC EDUCATIONAL 3,100
    HOLDEN ARBORETUM
    9550 SPERRY RD
    KIRTLAND,OH44094
      PUBLIC HORTICULTURAL RESEARCH 500
    HORTICULTURAL RESEARCH INSTITUTE
    2130 STELLA COURT
    COLUMBUS,OH43215
      PUBLIC HORTICULTURAL RESEARCH 1,000
    HOSPICE OF SPOKANE
    121 S ARTHUR
    SPOKANE,WA99202
      PUBLIC CHARITABLE 500
    HOYT ARBORETUM FRIENDS
    4000 SW FAIRVIEW BLVD
    PORTLAND,OR97221
      PUBLIC HORTICULTURAL RESEARCH 3,500
    HRI-HORTICULTURAL RESEARCH INSTITUTE
    2130 STELLA COURT
    COLUMBUS,OH43215
      PUBLIC HORTICULTURAL RESEARCH 500
    IOWA STATE UNIVERSITY
    2505 UNIVERSITY BLVD
    AMES,IA50010
      PUBLIC CHARITABLE 5,000
    IOWA STATE UNIVERSITY FOUNDATION
    2505 UNIVERSITY BLVD
    AMES,IA50010
      PUBLIC CHARITABLE 5,000
    JC RAULSTON ARBORETUM
    4415 BERYL RD
    RALEIGH,NC27606
      PUBLIC HORTICULTURAL RESEARCH 500
    JUNIOR ACHEIVEMENT
    7830 SE FOSTER RD
    PORTLAND,OR97206
      PUBLIC CHARITABLE 500
    KANSAS STATE UNIVERSITY
    919 MID-CAMPUS DRIVE NORTH
    MANHATTAN,KS66506
      PUBLIC CHARITABLE 5,000
    KIWANIS CLUB
    5427 GLEN ECHO AVE
    GLADSTONE,OR97027
      PUBLIC CHARITABLE 1,000
    KSU FOUNDATION
    1800 KIMBALL AVE SUITE 200
    MANHATTAN,KS66502
      PUBLIC CHARITABLE 5,000
    LEACH BOTANICAL GARDEN
    6704 SE 122ND AVE
    PORTLAND,OR97236
      PUBLIC HORTICULTURAL RESEARCH 5,000
    LEGACY THERAPEUTIC GARDENS
    1015 NW 22ND AVE
    PORTLAND,OR97210
      PUBLIC CHARITABLE 1,500
    LEUKEMIA & LYMPHOMA SOCIETY
    3890 MURPHY CANYON RD 150
    SAN DIEGO,CA92123
      PUBLIC MEDICAL 2,000
    LOAVES & FISHES
    1984 SUNSET CLIFFS BLVD
    SAN DIEGO,CA92107
      PUBLIC CHARITABLE 500
    LUMINA HOSPICE
    2350 NW PROFESSIONAL DR
    CORVALLIS,OR97330
      PUBLIC MEDICAL 500
    MAKE-A-WISH FOUNDATION OF AMERICA
    2000 SW 1ST AVE 410
    PORTLAND,OR97201
      PUBLIC CHARITABLE 1,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON COURT
    TIGARD,OR97224
      PUBLIC MEDICAL 500
    MHCC FOUNDATION SCHOLARSHIP FUND
    26000 SE STARK ST
    GRESHAM,OR97030
      PUBLIC EDUCATIONAL 3,000
    MICHIGAN STATE UNIVERSITY-CREGG
    1066 BOGUE ST
    EAST LANSING,MI48824
      PUBLIC CHARITABLE 10,000
    MINNESOTA LANDSCAPE ARBORETUM
    3675 ARBORETUM DR
    CHASKA,MN55318
      PUBLIC HORTICULTURAL RESEARCH 5,000
    MISSOURI BOTANICAL GARDEN
    4344 SHAW BLVD
    ST LOUIS,MO63110
      PUBLIC HORTICULTURAL RESEARCH 500
    MORRISON CHILD & FAMILY SERVICES
    1507 NE 122ND
    PORTLAND,OR97230
      PUBLIC CHARITABLE 500
    MORTON ARBORETUM
    4100 IL-53
    LISLE,IL60532
      PUBLIC HORTICULTURAL RESEARCH 14,500
    MT HOOD HOSPICE
    39065 PIONEER BLVD 103
    SANDY,OR97055
      PUBLIC MEDICAL 500
    MT HOOD MEDICAL CENTER FOUNDATION
    24800 SE STARK ST
    GRESHAM,OR97030
      PUBLIC MEDICAL 3,000
    MT HOOD POPS ORCHESTRA
    26000 SE STARK
    GRESHAM,OR97030
      PUBLIC CHARITABLE 500
    MULTIPLE SCLEROSIS FOUNDATION INC
    6520 NORTH ANDREWS AVE
    FOR LAUDERDALE,FL33309
      PUBLIC CHARITABLE 500
    MY FATHERS HOUSE
    5003 W POWELL BLVD
    GRESHAM,OR97030
      PUBLIC CHARITABLE 1,000
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458
      PUBLIC MEDICAL 1,000
    NATIONAL KIDNEY FOUNDATION (OREGON)
    717 MARKET STREET SUITE 450
    SAN FRANCISCO,CA94103
      PUBLIC MEDICAL 500
    NC AGRICULTURAL FOUNDATION INC
    2501 FOUNDERS DRIVE
    RALEIGH,NC27607
      PUBLIC EDUCATIONAL 35,000
    NDSU DEPARTMENT OF PLANT SCIENCES
    1420 BOLLEY DR
    FARGO,ND58105
      PUBLIC CHARITABLE 6,800
    NEUROTHERAPEUTIC PEDIATRIC THERAPIES INC
    5289 NE ELAM YOUNG PKWY 140
    HILLSBORO,OR97124
      PUBLIC CHARITABLE 2,000
    NEW MEXICO STATE UNIVERSITY FOUNDATION
    1305 N HORSESHOE ST
    LAS CRUCES,NM88003
      PUBLIC CHARITABLE 4,500
    NORTH CAROLINA AGRICULTURE FOUNDATION
    2501 FOUNDERS DRIVE
    RALEIGH,NC27607
      PUBLIC CHARITABLE 7,000
    OHIO STATE UNIVERSITY
    301 RAMSYR HALL 29 ST W
    COLOMBUS,OH43210
      PUBLIC CHARITABLE 5,000
    OHSU FOUNDATION-ALZHEIMER'S
    1121 SW SALMON ST 100
    PORTLAND,OR97205
      PUBLIC CHARITABLE 500
    OHSU FOUNDATION-PARKINSON'S
    1121 SW SALMON ST 100
    PORTLAND,OR97205
      PUBLIC MEDICAL 500
    ORAL HULL FOUNDATION FOR THE BLIND INC
    43233 SE ORAL HULL RD
    SANDY,OR97055
      PUBLIC MEDICAL 500
    OREGON AG FEST
    2330 17TH ST NE
    SALEM,OR97301
      PUBLIC CHARITABLE 500
    OREGON ASSOCIATION OF NURSERIES
    29751 TOWN CENTER LOOP W
    WILSONVILLE,OR97070
      PUBLIC HORTICULTURAL RESEARCH 1,900
    OREGON COMMUNITY TREES
    PO BOX 13074
    SALEM,OR97309
      PUBLIC CHARITABLE 1,000
    OREGON GARDEN FOUNDATION
    879 W MAIN ST
    SILVERTON,OR97381
      PUBLIC CHARITABLE 550
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVE
    PORTLAND,OR97205
      PUBLIC CHARITABLE 500
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211
      PUBLIC CHARITABLE 500
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PUBLIC CHARITABLE 500
    OSU FOUNDATION
    4238 SW RESEARCH WAY
    CORVALLIS,OR97333
      PUBLIC CHARITABLE 250
    OSU HORTICULTURE CLUB
    2750 SW CAMPUS WAY
    CORVALLIS,OR97331
      PUBLIC HORTICULTURAL RESEARCH 250
    OSU- HORTICULTURE SCHOLARSHIP FUN
    2750 SW CAMPUS WAY
    CORVALLIS,OR97331
      PUBLIC EDUCATIONAL 5,000
    PINC
    PO BOX 3413
    PINDALE,CA93650
      PUBLIC CHARITABLE 1,500
    PLANT WITH PURPOSE
    4747 MORENA BLVD
    SAN DIEGO,CA92117
      PUBLIC CHARITABLE 500
    PRESCRIPTION ABUSERS IN NEED
    83 E SHAW AVE SUITE 202
    FRESNO,CA93710
      PUBLIC CHARITABLE 1,500
    QUINCY VOLUNTEER FIREFIGHTER ASSOCIATION
    505 LAWRENCE STREET
    QUINCY,CA95971
      PUBLIC CHARITABLE 500
    RAILS TO TRAILS CONSERVANCY
    436 14TH STREET SUITE 416
    OAKLAND,CA94612
      PUBLIC CHARITABLE 500
    SALVATION ARMY
    14825 SW FARMINGTON RD
    BEAVERTON,OR97007
      PUBLIC CHARITABLE 500
    SANDY HISTORICAL SOCIETY
    39345 PIONEER BLVD
    SANDY,OR97055
      PUBLIC CHARITABLE 500
    SHRINERS HOSPITAL FOR CHILDREN
    3101 SW SAM JACKSON PARK RD
    PORTLAND,OR97239
      PUBLIC MEDICAL 2,000
    SMITH MEMORIAL PRESBYTERIAN CHURCH
    2420 NE FAIRVIEW AVE
    FAIRVIEW,OR97024
      PUBLIC CHARITABLE 350
    SNOWCAP COMMUNITY CHARITIES
    17788 SE PINE ST
    PORTLAND,OR97233
      PUBLIC CHARITABLE 500
    TAWAS AREA PRESBYTERIAN CHURCH
    2095 EAST US-23
    EAST TAWAS,MI48730
      PUBLIC CHARITABLE 500
    THE AMERICAN PHYTOPATHOLOGICAL SOCIETY
    3340 PILOT KNOB ROAD
    ST PAUL,MN55121
      PUBLIC CHARITABLE 500
    THE HEART OF THE HORSE THERAPY RANCH
    14335 ACADEMY OAKS LN
    CLOVIS,CA93619
      PUBLIC CHARITABLE 400
    TP FOREVER
    5386 SW JOSHUA ST
    TUALATIN,OR97062
      PUBLIC CHARITABLE 1,000
    TREE FUND
    552 S WASHINGTON ST SUITE 109
    NAPERVILLE,IL60540
      PUBLIC CHARITABLE 500
    TRIPLE NEGATIVE BREAST CANCER
    PO BOX 204
    NORWOOD,NJ07648
      PUBLIC CHARITABLE 1,500
    TROUTDALE HISTORICAL SOCIETY
    732 E HISTORIC COLUMBIA RIVER HWY
    TROUTDALE,OR97060
      PUBLIC CHARITABLE 500
    TULSA BOTANIC GARDEN
    3900 TULSA BOTANIC DR
    TULSA,OK74127
      PUBLIC CHARITABLE 2,000
    UNIVERSITY OF IDAHO
    875 PERIMETER DR
    MOSCOW,ID83844
      PUBLIC CHARITABLE 5,200
    UNIVERSITY OF WASHINGTON
    1410 NE CAMPUS PARKWAY
    SEATTLE,WA98195
      PUBLIC CHARITABLE 5,000
    US NATIONAL ARBORETUM
    3501 NEW YORK AVE NE
    WASHINGTON,DC20002
      PUBLIC HORTICULTURAL RESEARCH 500
    VIRGINIA COMMONWEALTH UNIVERSITY
    914 WEST FRANKLIN STREET
    RICHMOND,VA23284
      PUBLIC CHARITABLE 6,500
    WASHINGTON STATE UNIVERSITY
    1815 WILSON RD
    PULLMAN,WA99163
      PUBLIC CHARITABLE 5,000
    YEW DELL BOTANICAL GARDENS
    6220 OLD LAGRANGE RD
    CRESTWOOD,KY40014
      PUBLIC HORTICULTURAL RESEARCH 4,000
    YOUNG LIFE GRESHAM-BARLOW
    24111 NE HALSEY ST STE 101
    WOOD VILLAGE,OR97060
      PUBLIC CHARITABLE 500
    Total .................................bullet 3a 314,766
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 1,867  
    4 Dividends and interest from securities....     14 237,335  
    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 ............
        18 147,698  
    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).. 0 386,900 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    386,900
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,074 0   0

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD AD R 12,868 13,780
    ADIDAS AG A G R 6,965 15,392
    ALPHABET INC CI A - GOOGL 7,087 12,071
    ALPHABET INC CI C - GOOG 9,110 14,322
    AMCAP FUND CLASS F-1 76,451 92,454
    AMN HEALTHCARE SVCS INC 243 875
    APPLE INC 10,281 14,899
    APTEVO THERAPEUTICS INC W I 21 46
    AQR LONG SHORT EQUITY I 131,864 117,779
    ASTELLAS PHARMA INC 5,034 6,687
    BANK AMERICA CORP. COMMON STOCK 316,923 458,423
    BARON EMERGING MARKETS INST 94,653 103,792
    BAXTER INTERNATIONAL INC 11,161 22,433
    BIOGEN, INC 5,112 5,653
    BOSTON SCIENTIFIC CORP 5,917 12,821
    C H ROBINSON WORLDWIDE INC 4,823 7,246
    CANADIAN NATL RY CO 721 898
    CANON INC SPONS A D R 27,179 30,068
    CAPITAL WORLD GROWTH & INCOME CL 25,002 29,090
    CARRIZO OIL & GAS INC 5,028 6,250
    CAUSEWAY EMERGING MARKETS INSTL 91,096 107,913
    CHUNGHWA TELECOM CO LTD A D R 20,741 23,737
    CNOOC LTD A D R 7,198 8,297
    COGNIZANT TECH SOLUTIONS CI A 8,788 8,777
    COLUMBIA SELIGMAN COMM AND INFOR 71,720 93,751
    CONOPHILLIPS 5,416 6,269
    CUMMINS INC 815 876
    DANAHER CORP 11,201 17,929
    DANONE SPON A D R 7,760 8,691
    DELL TECHNOLOGIES CI V 160 291
    DODGE & COX BALANCED 13,342 14,187
    DODGE & COX STOCK FUND 76,215 114,473
    DOWDUPONT INC 11,864 14,856
    DR. REDDYS LABORATORIES LTD A D R 5,115 3,841
    E TRADE FINANCIAL CORP 4,440 9,954
    EAGLE BANCORP INC 5,028 5,364
    ELECTRONICS FOR IMAGING INC 5,639 4,567
    EMERGENT BIOSOLUTIONS INC 387 1,251
    EQUINOR ASA SPON ADR 6,927 12,211
    EURONET WORLDWIDE INC 1,202 2,004
    FACEBOOK 10,487 10,032
    FEDERATED KAUFMAN FUND 40,012 50,614
    FIDELITY CONTRA FUND 57,092 70,087
    FIDELITY FDS WORLDWIDE FD 27,249 28,185
    FIDELITY SELECT RETAIL PTF 106,406 125,149
    FIR SYSTEMS INC 8,494 9,859
    FIRST DATA CORP CLASS A 6,973 8,883
    FLY LEASING LTD A D R 13,590 15,609
    FORTIVE CORP WI 8,541 15,156
    FRESENIUS MED AKTIENGESELLSCHAFT A 10,441 12,804
    FUNDAMENTAL INVESTORS FD CL F2 63,224 71,190
    GLAXO SMITHKLINE P L C A D R 6,999 6,668
    GRAPHIC PACKAGING HOLDG CO 5,608 6,024
    GROWTH FUND OF AMERICA CLASS A 92,591 145,107
    GROWTH FUND OF AMERICA F2 86,465 109,112
    HAWAIIAN HLDGS INC 245 401
    HILLTOP HOLDINGS INC 1,677 1,533
    HONEYWELL INTERNATIONAL INC 520 832
    HUNTINGTON BANCSHARES INC 4,264 6,610
    HUNTSMAN CORP 5,000 4,629
    IMPERIAL OIL LTD 2,830 2,331
    INDUSTRIAS BACHOCO SAB DE CV A D R 12,085 14,911
    INVESTMENT CO, OF AMERICA F2 34,050 37,352
    INVESTMENT CO. OF AMERICA CLASS F 186,754 223,750
    ISHARES EDGE MSCI MIN VOL USA 295,882 384,507
    ITAU UNIBANCO HOLDINGS SA A D R 343 296
    JP MORGAN CHASE CO 7,513 15,233
    JP MORGAN VALUE ADV 58,072 60,138
    KEELEY SMALL CAP VALUE CLASS A 3,475 4,190
    KONINKLIJKE AHOLD DELHAIZE NV ADR 9,568 12,590
    KORN FERRY INTL 2,411 4,579
    KT CORP SP A D R 23,242 26,017
    MARVELL TECHNOLOGY GROUP LTD 9,671 15,305
    MASCO CORP 10,105 13,066
    MASTERCARD INC 6,632 16,473
    MATTEL INC 4,940 2,449
    MELCO RESORTS AMD ENTERTAINMENT LTD 13,426 11,886
    MERIDIAN GROWTH FUND 6,167 7,424
    MIZUHO FNL GRP A D R 12,672 11,935
    MOLINA HEALTHCARE INC 870 1,784
    MTN GROUP LTD A D R 916 276
    MYRIAD GENETICS INC 840 1,012
    NESTLE SA SPONSORED A D R 23,346 26,208
    NEW ECONOMY FD F2 CL 202,110 217,152
    NEW PERSPECTIVE FD CL F2 59,127 64,494
    NICE LTD A D R 16,443 19,574
    NICHOLAS FD INC 42,462 45,194
    NIPPON TELEGRAPH 13,524 13,243
    NOVARTIS AG A D R 6,391 7,151
    NOVO NORDISK AS A D R 9,653 9,239
    NTT DOCOMO INC A D R 6,282 10,493
    NVENT ELECTRIC PLC 2,660 3,341
    ON SEMICONDUCTOR CORPORATION 2,842 6,027
    ORIX CORP SPONS A D R 4,973 5,753
    PENTAIR PLC 5,247 5,332
    PGIM JENNISON GLOBAL OPPTYS Z 70,015 78,969
    PLATRONICS INC 503 543
    POST HOLDINGS INC 11,609 16,863
    PRIMECAP ODYSSY 101,908 146,718
    PROCTER & GAMBLE CO 10,288 10,321
    RADIAN GROUP INC 5,794 11,058
    RECKITT BENCKISER A D R 6,180 5,777
    RED HAT INC 9,455 17,989
    RELX NV SPON A D R 11,193 13,856
    ROCHE HOLDINGS LTD SPONS A D R 16,741 15,804
    ROYAL DUTCH SHELL PLC A D R 4,404 5,111
    SASOL LTD SPONSORED A D R 941 657
    SCHLUMBERGER LTD 10,689 8,102
    SINCLAIR BROADCAST GROUP INC 957 1,049
    SMITH NEPHEW PLC SPON A D R 23,028 26,260
    SONY CORP ADR 15,555 24,867
    SOUTH32 LTD A D R 316 532
    STMICROELECTRONICS NV 4,225 3,980
    SUMITOMO MITSUI FINL GROUP A D R 6,247 6,103
    SUNTRUST BKS INC 8,517 15,028
    SYSMEX CORP UNSPON A D R 29 43
    T ROWE PRICE MID CGROWTH FD #64 31,450 43,576
    T. ROWE PRICE MEDIA & TELECOM 61,229 86,922
    T. ROWE PRICE MID CAP VAL 115 49,836 54,743
    T. ROWE PRICE MID-CAP VALUE 62,749 86,922
    TARGET 4,920 6,263
    TEXAS ROADHOUSE INC 667 1,732
    TOYOTA MTR CORP A D R 4,125 3,731
    TRINITY BIOTECH PLC SPON A D R 7,634 2,624
    TRIVAGO NV ADR 4,973 2,803
    TURKIYE GARANTI BANKASI A S A D R 3 1
    UNILEVER PLC SPSD A D R 1,647 2,144
    US CONCRETE INC 1,753 2,109
    VANGUARD DIVIDEND GROWTH 106,991 127,249
    VANGUARD EQUITY INCOME FUND 58,007 66,457
    VANGUARD HEALTHCARE ADMIRAL 93,428 124,031
    VANGUARD MID-CAP STOCK INDEX FUN 68,314 135,133
    VANGUARD TOTAL STOCK MKT ETF 9,401 19,155
    VANGUARD US GROWTH FUND 75,027 102,636
    VANGUARD WINDSOR II FUND 62,905 82,770
    VF CORP 5,341 6,542
    WABASH NATL CORP 135 182
    WACOAL HOLDINGS CORP A D R 4,116 5,023
    WESTPAC BANKING CORP SP A D R 1,494 1,181
    WNS HOLDINGS LTD A D R 8,090 17,001
    WYNN RESORTS LTD 3,175 4,447
    XPERI 5,544 2,643
    YY INC ADR 6,609 6,443

    TY 2017 InvestmentsOtherSchedule2
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AGREE REALTY CORP AT COST 387 691
    ALEXANDRIA REAL ESTATE EQUITIES IN AT COST 5,961 10,315
    AMERICAN CAMPUS CMNTYS INC AT COST 6,857 7,080
    AMERICAN TOWER CORP AT COST 11,879 17,000
    APARTMENT INVT MGMT CO CL A AT COST 3,316 4,501
    AQR MANAGED FUTURES AT COST 62,559 59,451
    AVALONBAY CMNTYS INC AT COST 7,224 7,971
    BOSTON PPTYS INC AT COST 8,339 8,247
    COLONY CAPITAL INC AT COST 4,944 2,826
    CROSSINGBRIDGE LONG SHORT CREDIT AT COST 5,025 4,929
    CROWN CASTLE INTL CORP AT COST 7,371 10,020
    CUBESMART AT COST 10,078 9,015
    DIGITAL REALTY TRUST INC AT COST 4,803 9,223
    DOUBLELINE TOTAL RET BD I AT COST 535,644 513,198
    EASTGROUP PPTYS INC AT COST 3,027 4,781
    EPR PROPERTIES AT COST 9,286 11,493
    EQUITY LIFESTYLE PPTYS INC AT COST 3,475 6,076
    FEDERAL RLTY INVT TR AT COST 8,790 8,094
    FEDERATED INST HI YLD BD FD AT COST 199,548 204,901
    FIRST INDL RLTY TR INC AT COST 5,947 9,200
    FOUR CORNERS PROPERTY TRUST AT COST 520 694
    GAMING & LEISURE PROPE WI AT COST 5,031 4,724
    GRAMERCY PROPERTY TRUST INC AT COST 5,373 5,845
    HOSPITALITY PPTYS TR AT COST 6,336 6,749
    HOST HOTELS RESORTS INC AT COST 7,031 6,900
    KITE REALTY GROUP TRUST AT COST 5,344 3,313
    L T C PPTYS INC AT COST 3,971 4,279
    MONMOUTH REAL ESTATE INVESTMENT AT COST 7,328 14,714
    REALTY INCOME CORP AT COST 1,151 1,650
    RMR GROUP INC AT COST 36 278
    SABRA HEALTHCARE REIT AT COST 420 324
    SIMON PROPERTY GROUP INC AT COST 12,722 13,610
    SUMMIT HOTEL PROPERTIES INC AT COST 1,648 2,057
    TANGER FACTORY OUTLET CENTER AT COST 2,568 1,785
    TCW EMERGING MARKETS IN FD #47 AT COST 104,216 99,457
    VENTAS INC AT COST 3,083 2,937
    VORNADO REALTY TRUST AT COST 82 73
    WEINGARTEN RLTY INVTS AT COST 2,075 2,530
    WELLTOWER INC AT COST 3,262 3,152
    WEYERHAEUSER CO AT COST 5,549 5,647

    TY 2017 LegalFeesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 315 0   0


    TY 2017 OtherExpensesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 10 10   0


    TY 2017 OtherLiabilitiesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD 0 350


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 51,022 51,022   0


    TY 2017 TaxesSchedule
    Name:
    J FRANK SCHMIDT FAMILY CHARITABLE
     
    FOUNDATION
    EIN:
    93-1265440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 4,775 0   0
    OREGON TAXES 788 0   0
    FOREIGN TAXES 1,753 1,753   0