Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
WENTWORTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)26051 SW BOONES FERRY RD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSONVILLE, OR97070
A Employer identification number

93-6024043
B Telephone number (see instructions)

(503) 498-5983
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$1,470,145
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 Check bullet.............
3 Interest on savings and temporary cash investments 2,693 2,693  
4 Dividends and interest from securities... 38,353 38,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,774
b Gross sales price for all assets on line 6a 255,507
7 Capital gain net income (from Part IV, line 2)... 7,774
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........ 48,820 48,820  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,989 4,471   6,518
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 369 42   327
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,353 8,338   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,711 12,851   6,860
25 Contributions, gifts, grants paid....... 69,334 69,334
26 Total expenses and disbursements. Add lines 24 and 25 89,045 12,851   76,194
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,225
b Net investment income (if negative, enter -0-) 35,969
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 25,390 17,389 17,389
2 Savings and temporary cash investments......... 19,617 34,869 34,869
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 871,352 Click to see attachment944,995 1,145,525
c Investments—corporate bonds (attach schedule)....... 394,141 Click to see attachment279,597 272,362
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,310,500 1,276,850 1,470,145
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,310,500 1,276,850
30 Total net assets or fund balances (see instructions)..... 1,310,500 1,276,850
31 Total liabilities and net assets/fund balances (see instructions). 1,310,500 1,276,850
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,310,500
2
Enter amount from Part I, line 27a .....................
2
-40,225
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,575
4
Add lines 1, 2, and 3 ..........................
4
1,276,850
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
1,276,850
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 CHARLES SCHWAB - PUBLICLY TRADED SECURITIES P    
b CHARLES SCHWAB - PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 187,454   188,070 -616
b 62,350   59,663 2,687
c 5,703     5,703
d
e
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       -616
b       2,687
c       5,703
d
e
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 7,774
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 77,354 1,569,787 0.049277
2016 72,308 1,504,503 0.048061
2015 74,528 1,536,315 0.048511
2014 84,158 1,588,544 0.052978
2013 68,761 1,478,571 0.046505
2
Total of line 1, column (d) .....................
2
0.245332
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
0.049066
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,541,539
5
Multiply line 4 by line 3......................
5
75,637
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
360
7
Add lines 5 and 6........................
7
75,997
8
Enter qualifying distributions from Part XII, line 4,.............
8
76,194
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 1 360
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........................... 3 360
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- ..... 5 360
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,633
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 4,633
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 4,273
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,273 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    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 addressbulletN/A
    14
    The books are in care ofbulletMAURICE R WILLIAMS Telephone no.bullet (503) 228-5277

    Located atbullet230 NW 10TH AVEPORTLANDOR ZIP+4bullet97209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
     
     
    ........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
    SCOTT WENTWORTH VICE-PRESIDENT/TREASURER
    0.25
    0 0 0
    26051 SW BOONES FERRY RD
    WILSONVILLE,OR97070
    MAURICE R WILLIAMS SECRETARY
    0.25
    0 0 0
    230 NW 10TH AVE
    PORTLAND,OR97209
    ROBERT C WENTWORTH TREASURER/PRESIDENT
    0.25
    0 0 0
    26051 SW BOONES FERRY RD
    WILSONVILLE,OR97070
    ANN WENTWORTH DIRECTOR
    0.25
    0 0 0
    26051 SW BOONES FERRY RD
    WILSONVILLE,OR97070
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,502,814
    b
    Average of monthly cash balances.......................
    1b
    62,200
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,565,014
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,565,014
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,475
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,541,539
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    77,077
    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
    77,077
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    360
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    360
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,717
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    76,717
    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
    76,717
    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
    76,194
    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
    76,194
    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
    360
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    75,834
    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 76,717
    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......  
    b From 2014...... 5,110
    c From 2015...... 1,484
    d From 2016......  
    e From 2017...... 1,189
    fTotal of lines 3a through e........ 7,783
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 76,194
    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..... 76,194
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 523 523
    (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 7,260
    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) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    7,260
    10 Analysis of line 9:
    a Excess from 2014.... 4,587
    b Excess from 2015.... 1,484
    c Excess from 2016....  
    d Excess from 2017.... 1,189
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    1650 NW NAITO PARKWAY SUITE 190
    PORTLAND,OR97209
      PC TO RESEARCH A CURE FOR ALZHEIMER'S DISEASE, PROVIDE CARE AND SUPPORT FOR ALL AFFECTED, AND PROMOTE BRAIN HEALTH. 2,000
    BLANCHET HOUSE
    310 NW GLISAN ST
    PORTLAND,OR97209
      PC TO FEED, CLOTHE, AND OFFER SHELTER AND AID TO THOSE IN NEED. 2,000
    BOYS AND GIRLS CLUB
    7119 SE MILWAUKIE AVE
    PORTLAND,OR97202
      PC PROVIDING PROGRAMS AND ACTIVITIES FOR YOUTH. 2,000
    B-WORD WORLDWIDE INC (B- MEDIA)
    4930 NE 29TH AVE
    PORTLAND,OR97211
      PC A FEMINIST MEDIA ORGANIZATION PROMOTING ACTIVISM AND SOCIAL CHANGES FOR WOMEN. 2,000
    CAMP HOWARD
    825 NE 20TH AVE 120
    PORTLAND,OR97232
      PC CHRISTIAN CAMP REINFORCING SOUND HUMAN AND SOCIAL VALUES. 4,334
    CAMP ROSENBAUM CENTER
    449 NE EMERSON ST
    PORTLAND,OR97211
      PC PROVIDE LIFE ENHANCING OPPORTUNITIES FOR LOW-INCOME YOUNG PEOPLE THROUGH MENTORING, CAMP AND ATHLETIC PROGRAMS. 1,000
    CHILDREN'S BOOK BANK
    2680 SW RAVENSVIEW DR
    PORTLAND,OR97201
      PC TO COLLECT AND DISTRIBUTE DONATED CHILDREN'S BOOKS TO CHILDREN IN NEED. 500
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK AVE
    PORTLAND,OR97217
      PC PROVIDES FAITH-BASED EDUCATION TO UNDERSERVED STUDENTS. 2,000
    DOUGY CENTER
    3909 SE 52ND AVE
    PORTLAND,OR97206
      PC PROVIDES A SAFE PLACE FOR CHILDREN, TEENS, YOUNG ADULTS, AND THEIR FAMILIES WHO ARE GRIEVING A DEATH TO SHARE EXPERIENCES. 2,000
    ECO
    4214 SE 12TH AVE
    PORTLAND,OR97202
      PC TO DELIVER HANDS-ON ECOLOGY LESSONS TO PORTLAND-AREA SCHOOLS. 500
    EUGENE MISSION
    1542 W 1ST AVE
    EUGENE,OR97402
      PC WELLNESS SHELTER PROVIDING MEALS, SAFE SHELTER, CLOTHING, AND SOCIAL SERVICES. 1,000
    FOCUS ON YOUTH
    1631 NE BROADWAY 144
    PORTLAND,OR97232
      PC PROMOTES CREATIVITY AND PROVIDES PHOTOGRAPHY MENTORING FOR LOW-INCOME YOUTH. 500
    FRIENDS OF FOREST PARK
    210 NW 17TH AVE SUITE 201
    PORTLAND,OR97209
      PC FOCUSED ON PROTECTING FOREST PARK'S ECOLOGICAL HEALTH WHILE ENCOURAGING RESPONSIBLE RECREATION AND ACCESS. 250
    FRIENDS OF LINCOLN HIGH SCHOOL
    1600 SW SALMON ST
    PORTLAND,OR97205
      PC TO SUPPORT FUNDRAISING EFFORTS, COMMUNITY EVENTS AND SCHOOL RELATED ACTIVITIES. 1,000
    FRIENDS OF OUTDOOR SCHOOL
    PO BOX 82684
    PORTLAND,OR97282
      PC WORKS WITH OREGON'S PUBLIC SCHOOLS TO INTRODUCE CHILDREN TO NATURE, ECOLOGY, AND PLANT AND ANIMAL LIFE. 500
    GIRLS ON THE RUN OF PORTLAND METRO
    3439 NE SANDY BLVD 129
    PORTLAND,OR97212
      PC A PROGRAM PREPARING YOUNG GIRLS FOR A HEALTHY LIFE, WHICH TEACHES THEM HOW TO START AN EXERCISE/RUNNING ROUTINE. 250
    GREG WENTWORTH MEMORIAL SCHOLARSHIP FUND
    107 SE GRAND AVE
    PORTLAND,OR97214
      PC PROVIDES SCHOLARSHIP OPPORTUNITIES TO STUDENTS. 2,500
    GROWING GARDENS
    2203 NE OREGON ST
    PORTLAND,OR97232
      PC HELPS PEOPLE GROW THEIR OWN FOOD; BUILDING ORGANIC HOME GROWN GARDENS. 1,000
    GUIDE DOGS FOR THE BLIND
    808 SW 3RD AVE
    PORTLAND,OR97204
      PC AN INDUSTRY LEADING GUIDE DOG SCHOOL THAT SERVES THE VISUALLY IMPAIRED. 250
    JESUIT HIGH SCHOOL FOOD DRIVE
    9001 SW BEAVERTON-HILLSDALE HWY
    PORTLAND,OR97225
      PC A FOOD DRIVE FOR JHS HELPING OVER 360 FAMILIES. 3,000
    KIWANIS COATS FOR KIDS
    928 SE 9TH AVE
    PORTLAND,OR97214
      PC TO PROVIDE COATS FOR ELEMENTARY AGES CHILDREN IN MULTNOHMAH COUNTY 1,000
    LIVING YOGA
    5100 SW MACADAM AVE 360
    PORTLAND,OR97239
      PC SERVES ADULTS IN DRUG & ALCOHOL RECOVERY, PRISON, AND VICTIMS OF TRAUMA TO MAKE POSITIVE LIFE CHANGES. 750
    MEALS ON WHEELS
    7710 SW 31ST AVE
    PORTLAND,OR97219
      PC PROVIDES A NUTRITIONAL AND SOCIAL LIFELINE FOR SENIORS. 1,000
    MINDS MATTER
    15050 SW KOLL PKWY
    BEAVERTON,OR97006
      PC EQUIP UNDERPRIVILEGED HIGH SCHOOL STUDENTS WITH THE TOOLS TO GAIN ACCEPTANCE INTO UNIVERSITIES. 1,500
    NEW AVENUES FOR YOUTH
    1120 SW COLUMBIA ST
    PORTLAND,OR97201
      PC TO ASSIST THE PREVENTION AND INTERVENTION OF YOUTH HOMELESSNESS 2,000
    NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
    3030 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97217
      PC TO IMPROVE HEALTH OUTCOMES IN A MEDICALLY UNDER-SERVED COMMUNITY BY OFFERING HEALTH SCREENING AND BASIC MEDICAL SERVICES AT NO COST. 500
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211
      PC RESCUES, HEALS AND ADOPTS MORE THAN 11,000 PETS EACH YEAR. 1,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVE
    PORTLAND,OR97219
      PC GIVING VOICE TO THE COMMUNITY, CONNECTING OREGON AND ITS NEIGHBORS, ILLUMINATING A WIDER WORLD. 1,000
    OREGON STATE CW WENTWORTH SCHOLARSHIP
    850 SW 35TH ST
    CORVALLIS,OR97333
      PC INVESTMENT IN EDUCATION. 2,000
    PACIFIC RIVERS
    1001 SE WATER AVE SUITE 450
    PORTLAND,OR97214
      PC TO PROTECT AND RESTORE THE WATERSHED ECOSYSTEMS OF THE WEST TO ENSURE RIVER HEALTH, BIODIVERSITY, AND CLEAN WATER. 500
    PARTNERSHIP FOR SAFETY AND JUSTICE
    825 NE 20TH AVE 250
    PORTLAND,OR97232
      PC TO ADVOCATE FOR A SYSTEM THAT IS JUST AND THAT MORE EFFECTIVELY BUILDS SAFER, HEALTHIER COMMUNITIES 750
    PCC FOUNDATION
    12000 SW 49TH AVE
    PORTLAND,OR97219
      PC FUNDS STUDENT SCHOLARSHIPS AND SUPPORT EDUCATIONAL PROGRAMS AT PORTLAND COMMUNITY COLLEGE. 1,500
    PENINSULA CHILDREN'S CENTER
    620 N FREMONT ST
    PORTLAND,OR97227
      PC TO PROVIDE HIGH-QUALITY, AFFORDABLE CHILDCARE AND EDUCATION AS WELL AS FAMILY SUPPORT PROGRAMS THAT CONTRIBUTE TO THE VITALITY OF NORTH AND NORTHEAST PORTLAND. 500
    PLANNED PARENTHOOD
    3231 SE 50TH AVE
    PORTLAND,OR97206
      PC DELIVERS VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF WOMEN, MEN, AND YOUNG PEOPLE WORLDWIDE. 1,000
    PLAYWORKS
    1125 SE MADISON ST 210
    PORTLAND,OR97214
      PC TRANSFORM RECESS AND THE SCHOOL DAY THROUGH SAFE AND HEALTHY PLAY SO TEACHERS CAN TEACH AND KIDS CAN LEARN. 500
    PORTLAND CHILD ART STUDIO
    1819 NW EVERETT ST
    PORTLAND,OR97209
      PC TO SUPPORT THE PERCEPTUAL DEVELOPMENT OF CHILDREN THROUGH ARTISTIC LEARNING. 2,000
    PORTLAND STATE UNIVERSITY FUND
    1600 SW 4TH AVE SUITE 730
    PORTLAND,OR97201
      PC TO ADVANCE PORTLAND STATE UNIVERSITY THROUGH RELATIONSHIPS, COMMUNITY CONNECTIONS, AND PHILANTHROPY. 1,000
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296
      PC SUPPORT AND PROMOTE CONFIDENCE IN FOSTER YOUTH. 250
    PROJECT POOCH
    543 3RD ST C-3
    LAKE OSWEGO,OR97034
      PC PROVIDES OPPORTUNITIES FOR YOUTH IN CORRECTIONS TO DEVELOP THE PERSONAL AND VOCATIONAL SKILLS THEY WILL NEED TO BECOME RESPONSIBLE, PRODUCTIVE MEMBERS OF THE COMMUNITY. 1,000
    PROVIDENCE CANCER CENTER
    PO BOX 3375
    PORTLAND,OR97208
      PC PROVIDES A TEAM OF CANCER SPECIALISTS TO HELP CANCER PATIENTS THROUGH THEIR JOURNEY. 2,000
    RIDGEWOOD PTC
    10100 SW INGLEWOOD ST
    PORTLAND,OR97225
      PC TO COORDINATE PARENT AND VOLUNTEER PARTICIPATION AND FUNDRAISING TO SUPPORT THE NUMEROUS ENRICHMENT PROGRAMS AND COMMUNITY EVENTS HELD AT RIDGEWOOD 250
    SCHOOL HOUSE SUPPLIES
    4916 NE 122ND AVE
    PORTLAND,OR97230
      PC TO SUPPORT PUBLIC EDUCATION IN THE PORTLAND AREA BY PROVIDING FREE SCHOOL SUPPLIES TO STUDENTS IN NEED. 2,000
    SMART
    101 SW MARKET ST
    PORTLAND,OR97201
      PC PROVIDES A LITERACY EXPERIENCE THAT ENTICES CHILDREN TO READ AND ATTEMPTS TO CREATE LIFETIME READERS. 2,500
    SPECIAL OLYMPICS OREGON
    5901 SW MACADAM AVE SUITE 200
    PORTLAND,OR97239
      PC PROVIDES TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF SPORTS FOR CHILDREN, YOUTH, AND ADULTS LIVING WITH INTELLECTUAL DISABILITIES. 1,000
    ST ANDREWS NATIVITY SCHOOL
    4925 9TH AVE
    PORTLAND,OR97211
      PC CULTIVATES SPIRITUALITY, INTELLECTUAL GROWTH, AND SCHOLASTIC EXPERIENCES. 3,000
    STORE TO DOOR
    7730 SW 31ST AVENUE
    PORTLAND,OR97219
      PC PROVIDES GROCERY SHOPPING AND DELIVERY SERVICE FOR PORTLAND AREA SENIORS AND PEOPLE WITH DISABILITIES. 1,000
    SUNSHINE DIVISION
    687 N THOMPSON ST
    PORTLAND,OR97227
      PC TO PROVIDE FOOD AND CLOTHING ASSISTANCE TO THOSE IN NEED IN THE PORTLAND METRO AREA 2,000
    THE CHILDREN'S COURSE
    19825 RIVER ROAD
    GLADSTONE,OR97027
      PC TO USE GOLF TO PROVIDE POSITIVE YOUTH DEVELOPMENT BY FOCUSING ON INSTILLING INTEGRITY AND MAKING PEOPLE OF RICH CHARACTER. 500
    THE DOERNBECHER FOUNDATION
    3181 SW SAM JACKSON PARK RD
    PORTLAND,OR97239
      PC PROVIDES CARE AND TREATMENT FOR HARD-TO-TREAT CHILDREN'S DISEASES AND PROVIDES EDUCATION FOR PEDIATRIC SPECIALISTS. 1,000
    THE SALVATION ARMY
    5325 N WILLIAMS AVE
    PORTLAND,OR97217
      PC TO PROVIDE ASSISTANCE TO THOSE IN NEED IN THE PORTLAND METRO AREA 1,000
    UNIVERSITY OF OREGON - LUNDQUIST COLLEGE OF BUSINESS
    1208 UNIVERSITY ST
    EUGENE,OR97403
      PC PROVIDES UNDERGRADUATE, MASTERS AND PHD PROGRAMS IN BUSINESS RELATED FIELDS. 1,000
    VICTORY ACADEMY
    PO BOX 428
    TUALATIN,OR97062
      PC PROVIDES YEAR-ROUND PRIVATE SCHOOL FOR OREGON'S CHILDREN AND TEENS AFFECTED BY AUTISM. 2,000
    WASHINGTON STATE UNIVERSITY FOUNDATION
    255 E MAIN ST 301
    PULLMAN,WA99163
      PC TO PROVIDE SUPPORT FOR PROGRAMS, INITIATIVES, AND PROPERTIES OF WASHINGTON STATE UNIVERSITY. 1,000
    WOMEN'S FOUNDATION OF OREGON
    221 NW 2ND AVE 302
    PORTLAND,OR97209
      PC TO FOCUS THE POWER OF WOMEN'S COLLECTIVE RESOURCES TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT OREGON. 750
    Total .................................bullet 3a 69,334
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2,693  
    4 Dividends and interest from securities....     14 38,353  
    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 7,774  
    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 48,820 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    48,820
    (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:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,989 4,471   6,518

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA CORP SENIOR NOTES 25,610 25,443
    BRADDOCK MULTI STRATEGY 49,500 48,803
    DOUBLELINE TOTAL RETURN 66,901 64,188
    LORD ABBETT SHORT DUR 52,649 50,706
    PIMCO INCM INST CL 59,937 57,498
    PIMCO INTL BOND US 25,000 25,724

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CATERPILLAR INC 16,772 25,414
    COCA COLA COMPANY 16,052 18,940
    ELI LILLY & CO 21,645 69,432
    EXXON MOBIL CORP 87,500 136,380
    GENERAL ELECTRIC COMPANY COM 25,064 9,084
    INTEL CORP 10,661 28,158
    JPMORGAN CHASE & CO 10,681 29,286
    MICROSOFT CORP 10,339 40,628
    PFIZER INC 14,877 21,825
    US BANCORP DEL COM 15,535 22,850
    TELEFONICA SA SPONSORED ADR 24,016 8,044
    TRANSOCEAN LTD US LISTED 17,789 2,776
    VODAFONE GROUP PLC SPONSORED ADR NO PAR 20,595 7,346
    NEW SENIOR INVESTMENT GROUP INC. 11,301 4,944
    A O N PLC 9,076 9,884
    ADOBE INC 9,071 11,764
    AIR PROD & CHEMICALS 9,238 12,164
    ALIGN TECHNOLOGY INC 6,900 7,121
    ALPHABET INC. 5,461 10,450
    AMAZON.COM INC 9,407 12,016
    APPLE INC 3,733 10,253
    BIOGEN INC 9,086 8,426
    BLACKROCK INC 7,441 7,856
    BOEING CO 5,685 13,545
    BROADCOM INC 6,140 11,443
    CHARLES SCHWAB CORP 5,417 8,098
    CITRIX SYSTEMS INC 8,163 13,525
    CLOROX CO 9,147 9,403
    CONSTELLATION BRAND 10,126 11,257
    COSTCO WHOLESALE CO 9,901 13,852
    EDWARDS LIFESCIENCES 9,104 12,407
    ELECTRONIC ARTS INC 8,930 6,707
    EOG RESOURCES INC 6,907 7,064
    FACEBOOK INC 5,974 10,618
    FISERV INC 6,968 10,877
    HOME DEPOT INC 8,117 10,137
    HONEYWELL INTL INC 9,660 12,684
    IDEXX LABS INC 9,101 10,789
    INTERCONTINENTAL EXC 8,960 11,300
    INTUITIVE SURGICAL 9,353 15,804
    J P MORGAN CHASE & CO 4,197 11,031
    LAM RESEARCH CORP 6,981 7,353
    MARSH & MC LENNAN CO 6,975 9,650
    NETFLIX INC 4,124 5,889
    NEXTERA ENERGY INC 6,825 11,298
    NORTHROP GRUMMAN CO 9,008 9,551
    SYSCO CORP 6,990 7,269
    UNITEDHEALTH GRP INC 10,831 9,965
    VALERO ENERGY CORP 9,972 10,571
    PIMCO ENHNCD SHRT MATRTY 52,749 52,494
    SCHWAB FUNDAMENTAL INTL 43,945 36,970
    ALPHACENTRIX INCM OPPTY 31,083 30,421
    FIRST EAGLE GLOBAL FUND 41,131 38,569
    HARDING LOEVNER INST 91,000 90,831
    HOOD RIVER SM CAP GWTH 13,089 13,716
    NORTHERN SMALL CAP VALUE 6,736 11,362
    OAKMARK INTL FD INST 40,445 36,008
    OPPENHEIMER INTL GROWTH 30,853 28,403
    AMERN TOWER CORP 9,038 10,123
    EXTRA SPACE STORAGE 9,130 9,500

    TY 2018 OtherExpensesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 15 0   15
    INVESTMENT FEES 8,338 8,338   0


    TY 2018 OtherIncreasesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Description Amount
    PRIOR YEAR ADJUSTMENT 6,575


    TY 2018 TaxesSchedule
    Name:
    WENTWORTH FOUNDATION
    EIN:
    93-6024043
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 327 0   327
    FOREIGN TAXES 42 42   0