Form990-PF
Click to see attachment

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 12-01-2017 , and ending 11-30-2018
Name of foundation
THE BAMFORD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2274
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TACOMA, WA98401
A Employer identification number

91-1504193
B Telephone number (see instructions)

(253) 383-8584
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$10,711,090
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) 1,660,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,033 9,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 534,976 534,976  
12 Total. Add lines 1 through 11........ 2,204,009 544,009  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 11,250   63,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,300 325   0
c Other professional fees (attach schedule).... 3,750 3,750   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,025 767   4,344
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,724 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,799 16,092   68,094
25 Contributions, gifts, grants paid....... 1,754,895 1,754,895
26 Total expenses and disbursements. Add lines 24 and 25 1,857,694 16,092   1,822,989
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 346,315
b Net investment income (if negative, enter -0-) 527,917
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.............      
2 Savings and temporary cash investments......... 427,613 642,749 642,749
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).......      
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).......... 9,161,200 Click to see attachment9,161,200 10,068,341
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) 9,588,813 9,803,949 10,711,090
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 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........ 9,213,172 9,213,172
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 375,641 590,777
29 Total net assets or fund balances (see instructions)..... 9,588,813 9,803,949
30 Total liabilities and net assets/fund balances (see instructions). 9,588,813 9,803,949
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
9,588,813
2
Enter amount from Part I, line 27a .....................
2
346,315
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,935,128
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
131,179
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,803,949
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.)
1a
b
c
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
b
c
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
b
c
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  
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 1,791,437 10,555,566 0.169715
2017 1,757,440 9,207,160 0.190878
2016 1,561,444 8,288,731 0.188382
2015 684,992 7,485,854 0.091505
2014 688,296 5,922,050 0.116226
2
Total of line 1, column (d) .....................
2
0.756706
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
0.151341
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
10,731,282
5
Multiply line 4 by line 3......................
5
1,624,083
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,279
7
Add lines 5 and 6........................
7
1,629,362
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,822,989
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 5,279
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 5,279
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 5,279
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 7,127
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,127
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 3,848
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet3,848 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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)
    bulletWA
    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
     
    No
    Website addressbulletWWW.BAMFORDFOUNDATION.ORG
    14
    The books are in care ofbulletTHE BAMFORD FOUNDATION Telephone no.bullet (253) 620-4743

    Located atbulletPO BOX 2274TACOMAWA ZIP+4bullet98401
    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
    CALVIN BAMFORD JR PRESIDENT / TREASURER
    1.00
    0 0 0
    PO BOX 2274
    TACOMA,WA98401
    JOANNE BAMFORD VP / DIRECTOR
    1.00
    0 0 0
    PO BOX 2274
    TACOMA,WA98401
    HOLLY BAMFORD HUNT SECRETARY / DIRECTOR
    20.00
    75,000 0 0
    PO BOX 2274
    TACOMA,WA98401
    DREW BAMFORD DIRECTOR
    1.00
    0 0 0
    PO BOX 2274
    TACOMA,WA98401
    HEATHER BAMFORD DIRECTOR
    1.00
    0 0 0
    PO BOX 2274
    TACOMA,WA98401
    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
    9,985,355
    b
    Average of monthly cash balances.......................
    1b
    909,348
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,894,703
    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
    10,894,703
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    163,421
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,731,282
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    536,564
    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
    536,564
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    5,279
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    20,076
    c
    Add lines 2a and 2b............................
    2c
    25,355
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    511,209
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    511,209
    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
    511,209
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,822,989
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,822,989
    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
    5,279
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,817,710
    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 7 511,209
    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...... 394,960
    b From 2015...... 316,124
    c From 2016...... 1,155,803
    d From 2017...... 1,316,870
    e From 2018...... 1,281,414
    fTotal of lines 3a through e........ 4,465,171
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,822,989
    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..... 511,209
    e Remaining amount distributed out of corpus 1,311,780
    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 5,776,951
    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) ...
    394,960
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    5,381,991
    10 Analysis of line 9:
    a Excess from 2015.... 316,124
    b Excess from 2016.... 1,155,803
    c Excess from 2017.... 1,316,870
    d Excess from 2018.... 1,281,414
    e Excess from 2019.... 1,311,780
    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 e-mail address of the person to whom applications should be addressed:
    HOLLY BAMFORD HUNT
    PO BOX 2274
    TACOMA,WA98401
    (253) 620-4743
    INFO@BAMFORDFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS CAN BE SUBMITTED VIA MAIL OR EMAIL MESSAGE TO INFO@BAMFORDFOUNDATION.ORG.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION BOARD HAS VOTED THROUGH TO CONTINUE THE BAMFORD FOUNDATION'S CURRENT GRANT PROCESS OF REVIEWING LETTERS OF INQUIRY AND FULL REQUESTS BY INVITATION ONLY. IF THE POTENTIAL GRANTEES' MISSION ALIGNS WELL WITH THE BAMFORD FOUNDATION'S PRIORITIES, IT IS ACCEPTABLE TO CONTACT THE FOUNDATION'S DIRECTOR HOLLY VIA EMAIL TO ASK FOR CONSIDERATION OF AN INVITATION TO SUBMIT A LETTER. IF YOU HAVE BEEN INVITED TO SUBMIT A LETTER OF INQUIRY TO THE FOUNDATION, YOU MAY DO SO USING THE FOLLOWING CONTACT INFORMATION. THE FOUNDATION WILL RESPOND TO A LETTER OF INQUIRY WITH A SPECIFIC REQUEST FOR AN APPLICATION AND SUPPORTING DOCUMENTS. THE FOUNDATION GRANTS COMMITTEE MEETS 4 TIMES PER YEAR AND WILL TYPICALLY BE ABLE TO RESPOND TO A LETTER OF REQUEST WITHIN 3 MONTHS TIME. POTENTIAL GRANTSEEKERS MAY CONTACT THE DIRECTOR VIA EMAIL WITH ANY QUESTIONS ABOUT THE GRANT PROCESS OR ABOUT THE FOUNDATION'S PRIORITY GIVING AREAS.
    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
    ADVOCATES FOR IMMIGRANTS IN DETENTION NORTHWEST
    1915 S SHERIDAN AVE
    TACOMA,WA98405
      501(C)(3) NON-PROFIT WELCOME CENTER RV CAMPAIGN. 5,000
    AMARA
    1901 JEFFERSON AVE SUITE 212
    TACOMA,WA98402
      501(C)(3) NON-PROFIT PIERCE COUNTY EMERGENCY SANCTUARY PROGRAM SUPPORT 20,000
    AMERICAN LEADERSHIP FORUM
    738 BROADWAY 301
    TACOMA,WA98402
      PUBLIC CHARITY 509(A GENERAL SUPPORT 1,000
    ANNIE WRIGHT SCHOOL
    827 N TACOMA AVE
    TACOMA,WA98403
      SCHOOL 170(B)(1) SUPPORT EDUCATION, CAPITAL AND ENDOWMENT SUPPORT FOR STRENGTH CAMPAIGN 10,500
    ASIA PACIFIC CULTURAL CENTER
    4851 S TACOMA WAY
    TACOMA,WA98409
      501(C)(3) NON-PROFIT SUPPORT TO INCREASE ORGANIZATION CAPACITY. 50,000
    ASSOCIATED MINISTRIES
    1224 S I STREET
    TACOMA,WA98405
      501(C)(3) NON-PROFIT ACCESS 4 POINT HOUSING AND OUTREACH SUPPORT. 10,000
    AT THE CROSSROADS
    333 VALANCIA ST 320
    SAN FRANCISCO,CA94103
      PUBLIC CHARITY 509 ( PROGRAM SUPPORT, OUTREACH AND COUNSELING, CAMPAIGN FOR NEW CENTER. 5,000
    BATES TECHNICAL COLLEGE FOUNDATION
    1101 SOUTH YAKIMA ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT FIELD OF DREAMS PROJECT - EARLY LEARNING PLAYGROUND. 10,000
    BEECHER'S FOUNDATION
    1725 WESTLAKE AVE N STE 150
    SEATTLE,WA98109
      501(C)(3) NON-PROFIT PIERCE COUNTY INITIATIVE 20,000
    BELLARMINE PREPARATORY ACADEMY
    2300 S WASHINGTON
    TACOMA,WA984051304
      SCHOOL 170(B)(1) ANNUAL GIVING 1,000
    BETHEL COMMUNITY SERVICES
    18020 E B STREET
    SPANAWAY,WA98387
      PUBLIC CHARITY 509(A SUPPORT OF FAMILY AND YOUTH SUPPORT PROGRAMS 5,000
    BILLY RAY SHIRLEY FOUNDATION
    PO BOX 8177
    TACOMA,WA98419
      501(C)(3) NON-PROFIT PROGRAM SUPPORT - LEADING LADIES OF COLOR YOUTH ENGAGEMENT. 10,000
    BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND
    3875 SOUTH 66TH STREET STE 101
    TACOMA,WA98409
      PUBLIC CHARITY 509 ( PROGRAM SUPPORT (GREAT FUTURES AND BOOST) 28,000
    BROADWAY CENTER FOR THE PERFORMING ARTS
    901 BROADWAY STE 700
    TACOMA,WA98402
      PUBLIC CHARITY 509 ( PROGRAM SUPPORT (LENS PROJECT) 6,200
    CHARLES WRIGHT ACADEMY
    7723 CHAMBERS CREEK RD W
    TACOMA,WA98467
      SCHOOL 170(B)(1) ANNUAL GIVING 2,000
    CHILD CARE AWARE OF TACOMA PIERCE COUNTY
    1501 PACIFIC AVE STE 305
    TACOMA,WA98402
      501(C)(3) NON-PROFIT SUPPORT CHILD CARE PROFESSIONAL SCHOLARSHIPS. 5,000
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC AVE STE 202
    TACOMA,WA98401
      PUBLIC CHARITY 509(A GENERAL OPERATING AND OUTREACH SUPPORT. 132,350
    COFFEE OASIS
    837 4TH ST
    BREMERTON,WA98337
      501(C)(3) NON-PROFIT GENERAL SUPPORT 500
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE
    TACOMA,WA98402
      PUBLIC CHARITY 509(A PROGRAM SUPPORT (TACOMA EMPOWERING YOUTH) 500
    COMMUNITIES IN SCHOOLS
    708 G STREET
    TACOMA,WA98405
      501(C)(3) NON-PROFIT PROGRAM- SUPPORT: READY, SET, READ 5,000
    COMMUNITY HEALTH CARE
    1019 PACIFIC AVE STE 300
    TACOMA,WA98409
      501(C)(3) NON-PROFIT PATIENT CARE FUND 4,000
    DEGREES OF CHANGE
    1102 COMMERCE ST SUITE 400
    TACOMA,WA98401
      501(C)(3) NON-PROFIT ACT SIX SCHOLARSHIP PROGRAM AND CAPACITY BUILDING SUPPORT. 40,200
    EMERGENCY FOOD NETWORK
    3318 92ND ST SOUTH
    TACOMA,WA98499
      501(C)(3) NON-PROFIT PROGRAM SUPPORT 5,000
    ERIKSON INSTITUTE
    451 N LASALLE ST
    CHICAGO,IL60654
      501(C)(3) NON-PROFIT GENERAL SUPPORT 500
    FAIR HOUSING CENTER OF WASHINGTON
    1517 FAWCETT AVE 250
    TACOMA,WA98402
      501(C)(3) NON-PROFIT GENERAL SUPPORT 500
    FIRST 5 FUNDAMENTALS
    3318 92ND ST SOUTH
    TACOMA,WA98499
      PUBLIC CHARITY 509 ( GENERAL SUPPORT 28,500
    FOSS WATERWAY SEAPORT MUSEUM
    705 DOCK STREET
    TACOMA,WA98402
      PUBLIC CHARITY 509(A EDUCATION PROGRAMS AND CAPITAL CAMPAIGN 115,000
    GEORGETOWN DAY SCHOOL
    4530 MACARTHUR BOULEVARD NW
    WASHINGTON,DC20007
      SCHOOL 170(B)(1) ANNUAL GIVING 3,000
    GIRLS ON THE RUN WEST SOUND
    PO BOX 1003
    TRACYTON,WA98393
      501(C)(3) NON-PROFIT PROGRAM SUPPORT - TACOMA AND PIERCE COUNTY SCHOOLS 25,000
    GOODWILL FOUNDATION
    714 S 27TH ST
    TACOMA,WA98409
      PUBLIC CHARITY 509(A FINANCIAL LITERACY PROGRAM, SCHOLARSHIP SUPPORT 5,000
    GRADUATE TACOMA
    919 S 9TH ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT GENERAL SUPPORT 38,500
    GRAND CINEMA
    606 S FAWCETT AVE
    TACOMA,WA98466
      501(C)(3) NON-PROFIT TACOMA CREATES SUPPORT 2,000
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT PROGRAM SUPPORT (AFTERSCHOOL PROGRAMS, IMAGINE EASTSIDE) 93,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE STE 1100
    TACOMA,WA98405
      501(C)(3) NON-PROFIT GENERAL SUPPORT 10,000
    GREEN DOT PUBLIC SCHOOLS WA
    4800 S 188TH ST SUITE 250
    SEATAC,WA98188
      501(C)(3) NON-PROFIT AFTER SCHOOL PROGRAM SUPPORT 15,000
    HILLTOP ACTION COALITION
    1116 EARNEST S BRAZIL ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT YOUTH PROGRAM SUPPORT 5,000
    HILLTOP ARTISTS
    PO BOX 6829
    TACOMA,WA98417
      PUBLIC CHARITY 509 ( SCHOLARSHIP SUPPORT-AFTERSCHOOL PROGRAM, GENERAL SUPPORT 7,500
    HOPESPARKS
    6424 NORTH 9TH STREET
    TACOMA,WA98406
      501(C)(3) PUBLIC CHA PROGRAM SUPPORT - EARLY CHILDHOOD DEVELOPMENTAL SERVICES 25,000
    HUMANITIES WASHINGTON
    130 NICKERSON ST SUITE 304
    SEATTLE,WA98109
      501(C)(3) NON-PROFIT PRIME TIME FAMILY READING PROGRAM SUPPORT 20,000
    JOB CARR CABIN MUSEUM
    PO BOX 7609
    TACOMA,WA98417
      501(C)(3) PUBLIC CHA EDUCATION PROGRAM SUPPORT 10,250
    JUNIOR ACHIEVEMENT OF WASHINGTON
    1700 WESTLAKE AVE N SUITE 400
    SEATTLE,WA98109
      501(C)(3) PUBLIC CHA BIZTOWN SCHOLARSHIPS PROGRAM SUPPORT 7,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    1215 4TH AVENUE 1400
    SEATTLE,WA98161
      PUBLIC CHARITY 509(A TACOMA DIABETES WALK SUPPORT 1,000
    KNKX PUBLIC RADIO
    2601 4TH AVE
    SEATTLE,WA98121
      501(C)(3) NON-PROFIT ANNUAL GIVING 5,000
    LEMAY MUSEUM
    PO BOX 1117
    TACOMA,WA98401
      501(C)(3) NON-PROFIT PROGRAM SUPPORT 25,000
    LINCOLN HIGH SCHOOL MUSIC DEPARTMENT
    701 SOUTH 37TH ST
    TACOMA,WA98418
      SCHOOL 170(B)(1) LINCOLN DRUMLINE AND MUSIC DEPARTMENT SUPPORT 700
    LINDQUIST DENTAL CLINIC FOR CHILDREN
    130 131ST STREET
    TACOMA,WA98444
      501(C)(3) NON-PROFIT SUPPORT OF COMMUNITY OUTREACH AND UNCOMPENSATED CARE SCHOLARSHIPS 10,000
    LUTHERN COMMUNITY SERVICES NW
    4040 S 188TH ST STE 300
    SEATAC,WA98188
      501(C)(3) NON-PROFIT PROGRAM SUPPORT, REFUGEE ASSISTANCE 20,000
    MARY BRIDGE CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 5296
    TACOMA,WA984150296
      HOSPITAL 509(A)(1) BUILDING DREAMS CAMPAIGN AND GENERAL SUPPORT 5,000
    MULTICULTURAL CHILD HOPE CENTER
    2021 S 19TH STREET
    TACOMA,WA98405
      PUBLIC CHARITY 509(A PROFESSIONAL DEVELOPMENT SUPPORT 20,000
    MUSEUM OF GLASS
    1801 DOCK STREET
    TACOMA,WA98402
      PUBLIC CHARITY 509(A GENERAL SUPPORT 28,150
    NORTHWEST FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421
      501(C)(3) NON-PROFIT PROGRAM SUPPORT AND CAPACITY BUILDING 25,000
    PALMER SCHOLARS
    PO BOX 7119
    TACOMA,WA98419
      501(C)(3) NON-PROFIT PROGRAM SUPPORT - R. MERLE PALMER SCHOLARSHIP FUND 11,000
    PEACE COMMUNITY CENTER
    2106 SOUTH CUSHMAN
    TACOMA,WA98405
      PUBLIC CHARITY 509(A PROGRAM SUPPORT (HILLTOP SCHOLARS AND VIBRANT SCHOOLS COALITION) AND CAPITAL CAMPAIGN 17,500
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121
      PUBLIC CHARITY 509(A MEMBERSHIP AND GENERAL SUPPORT 7,240
    PLAYWORKS
    1125 SE MADISON STE 210
    PORTLAND,OR97214
      501(C)(3) NON-PROFIT PROGRAMS IN PIERCE COUNTY 10,000
    PLU CENTER FOR COMMUNITY ENGAGEMENT
    RAMSTAD HALL 112
    TACOMA,WA98477
      SCHOOL 170(B)(1) PROGRAM SUPPORT - PEOPLES GATHERING 5,000
    POINT DEFIANCE ZOOLOGICAL SOCIETY
    PO BOX 6547
    TACOMA,WA98464
      501(C)(3) NON-PROFIT CAPITAL SUPPORT OF EXHIBIT AND EDUCATION DEVELOPMENT 60,000
    PRINCETON ALUMNICORPS
    12 STOCKTON ST
    PRINCETON,NJ08540
      501(C)(3) NON-PROFIT PROGRAM SUPPORT, LEADERSHIP DEVELOPMENT ANNUAL GIFT 1,555
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
      501(C)(3) NON-PROFIT GENERAL SUPPORT 25TH ANNIVERSARY 30,000
    REACH CENTER
    714 SOUTH 27TH STREET
    TACOMA,WA98409
      501(C)(3) NON-PROFIT 100 DAY CHALLENGE CAMPAIGN SUPPORT 10,000
    ROTARY CLUB OF TACOMA NORTH
    PO BOX 7792
    TACOMA,WA984170792
      501(C)(3) NON-PROFIT IPADS FOR AUTISM 5,000
    SEATTLE STORM FOUNDATION
    3411 THORNDYKE AVE W
    SEATTLE,WA98119
      501(C)(3) NON-PROFIT TICKETS FOR KIDS PROGRAM 3,000
    SOUTH SOUND OUTREACH
    1106 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405
      501(C)(3) NON-PROFIT PROGRAM SUPPORT (CAPACITY BUILDING FOR FINANCIAL EMPOWERMENT PROGRAM) 25,500
    ST LEO FOOD CONNECTION
    710 SOUTH 13TH ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT CHILDRENS FOOD PROGRAM SUPPORT 3,000
    STEP BY STEP
    PO BOX 488
    MILTON,WA98354
      501(C)(3) NON-PROFIT CAPITAL CAMPAIGN SUPPORT, PARENT SUPPORT SERVICES 50,500
    SYMPHONY TACOMA
    901 BROADWAY STE 600
    TACOMA,WA98402
      501(C)(3) NON-PROFIT PROGRAM SUPPORT - FAMILY CONCERT SERIES 8,500
    TACID
    6315 S 19TH STREET
    TACOMA,WA98466
      PUBLIC CHARITY 509(A JOB TRAINING FOR INDIVIDUALS WITH DISABILITIES 300
    TACOMA ART MUSEUM
    1701 PACIFIC AVENUE
    TACOMA,WA98402
      PUBLIC CHARITY 509(A GENERAL SUPPORT AND CAPITAL CAMPAIGN FOR NEW WING 30,000
    TACOMA CITIZENS FOR SCHOOLS
    919 SOUTH 9TH ST
    TACOMA,WA98405
      501(C)(3) NON-PROFIT GENERAL SUPPORT 1,000
    TACOMA COMMUNITY BOAT BUILDERS
    4540 S ADAMS ST 403
    TACOMA,WA98409
      501(C)(3) NON-PROFIT GENERAL OPERATIONS SUPPORT 5,000
    TACOMA COMMUNITY COLLEGE FOUNDATION
    6501 SOUTH 19TH ST
    TACOMA,WA98466
      501(C)(3) NON-PROFIT SCHOLARSHIP FUND 500
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98415
      PUBLIC CHARITY 509 ( CAPITAL CAMPAIGN 180,000
    TACOMA HISTORICAL SOCIETY
    919 PACIFIC AVE
    TACOMA,WA98402
      501(C)(3) NON-PROFIT GENERAL SUPPORT 5,000
    TACOMA PIERCE COUNTY CHAMBER OF COMMERCE FOUNDATION
    950 PACIFIC AVE SUITE 300
    TACOMA,WA98402
      PUBLIC CHARITY 509 ( SPACEWORKS PROGRAM SUPPORT 12,500
    TACOMA URBAN LEAGUE
    2550 SOUTH YAKIMA AVENUE
    TACOMA,WA98405
      501(C)(3) NON-PROFIT YOUTH PROGRAM SUPPORT 20,500
    TACOMA URBAN PERFORMING ARTS CENTER
    705 OPERA ALLEY
    TACOMA,WA98402
      501(C)(3) NON-PROFIT CAPITAL IMPROVEMENTS 10,150
    THE RIVER SCHOOL
    4880 MACARTHUR BLVD NW
    WASHINGTON,DC20007
      SCHOOL 170(B)(1) ANNUAL GIFT 3,000
    TRINITY PRESBYTERIAN CHURCH
    1615 6TH AVENUE
    TACOMA,WA98405
      PUBLIC CHARITY 509(A PROGRAM SUPPORT - EDUCATION AND OUTREACH 35,000
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC AVE
    TACOMA,WA98402
      PUBLIC CHARITY 509(A PROGRAM SUPPORT (COMMUNITY SOLUTIONS FUND AND SUMMER LEARNING) 25,500
    UNIVERSITY OF WASHINGTON FOUNDATION (UW-TACOMA)
    4333 BROOKLYN AVE NE
    SEATTLE,WA98195
      501(C)(3) NON-PROFIT CAPITAL CAMPAIGN AND PROGRAM SUPPORT (GLOBAL HONORS, TWCI, CHILD CARE SCHOLARSHIPS, MILGARD DIRECT ADMIT) 200,000
    UNIVERSITY OF WASHINGTON TACOMA MILGARD SCHOOL OF BUSINESS
    1900 COMMERCE ST
    TACOMA,WA984023100
      SCHOOL 170(B)(1) BUSINESS SCHOOL SUPPORT 2,000
    WASHINGTON FIRST ROBOTICS
    21238 68TH AVE S
    KENT,WA98032
      501(C)(3) NON-PROFIT ACCESS TO PIERCE COUNTY PROGRAM SUPPORT 15,000
    WASHINGTON STATE HISTORICAL SOCIETY
    1911 PACIFIC AVENUE
    TACOMA,WA98402
      PUBLIC CHARITY 509(A PROGRAM SUPPORT - NORTHWEST NATIVE ARTS EXHIBIT AND COMMUNITY CELEBRATION 14,000
    WOMEN OF VISION
    PO BOX 9716 MS 416
    FEDERAL WAY,WA980639716
      501(C)(3) NON-PROFIT PEACE WORKS UNITED PROGRAM 5,000
    WRITE 253
    2602 S 38TH ST BOX 285
    TACOMA,WA98409
      501(C)(3) NON-PROFIT GENERAL SUPPORT 5,000
    YMCA OF PIERCE AND KITSAP COUNTIES
    4717 SOUTH 19TH STREET
    TACOMA,WA98405
      501(C)(3) NON-PROFIT SUPPORT AFTERSCHOOL PROGRAMS AND STRONG KIDS CAMPAIGN SCHOLARSHIPS 10,500
    YWCA OF TACOMA
    405 BROADWAY
    TACOMA,WA98402
      501(C)(3) NON-PROFIT GENERAL PROGRAM SUPPORT 300
    Total .................................bullet 3a 1,754,895
    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 ...........
             
    4 Dividends and interest from securities....         9,033
    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.....         534,976
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    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 0 544,009
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    544,009
    (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.)
    1 PLEASE SEE WWW.BAMFORDFOUNDATION.ORG
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    THE BAMFORD FOUNDATION
     
    Employer identification number

    91-1504193
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    THE BAMFORD FOUNDATION
     
    Employer identification number
    91-1504193
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    2009 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL
     
    PO BOX 2274
     
    TACOMA, WA98401

    $ 1,300,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    2011 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL
     
    PO BOX 2274
     
    TACOMA, WA98401

    $ 360,000


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    THE BAMFORD FOUNDATION
     
    Employer identification number

    91-1504193
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    THE BAMFORD FOUNDATION
     
    Employer identification number

    91-1504193
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,300 325   0

    TY 2017 GeneralExplanationAttachment
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Identifier Return Reference Explanation
    RELATIONSHIP OF ACTIVITIES PART XVI-B OVER THE PAST FEW YEARS, THE BAMFORD FOUNDATION HAS CONTINUED TO MAKE GRANTS ALIGNED WITH OUR FOUR PRIORITY GIVING AREAS, PRIMARILY WITHIN GREATER TACOMA AND PIERCE COUNTY, IN THE SPIRIT OF OUR MISSION TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES AND TO STRENGTHEN THEIR COMMUNITIES. THE FOUNDATION SUPPORTS 501C(3) NONPROFIT ORGANIZATIONS, PROGRAMS, PARTNERSHIPS, AND CAPITAL PROJECTS THAT ARE EFFECTIVE (RESEARCH-BASED); INNOVATIVE; THAT PROMOTE EQUITY, RESPECT AND DIVERSITY; AND THAT INVITE INDIVIDUALS AND FAMILIES TO USE THEIR VOICES AND RESOURCES TO STRENGTHEN THEIR COMMUNITIES. THE FOUNDATION BOARD HAS WORKED ON REFINING OUR PRIORITY GIVING AREAS THIS YEAR, WHICH ALL REFLECT THE BOARD'S VALUE OF THE TRANSFORMATIVE ROLE OF LIFELONG EDUCATION FOR INDIVIDUALS, FAMILIES AND COMMUNITIES:1. BASIC NEEDS (FOOD, CLOTHING, SHELTER, HEALTH CARE, FINANCIAL STABILITY): WE SUPPORT ORGANIZATIONS AND PROGRAMS THAT PROMOTE SELF-SUFFICIENCY THROUGH ENABLING INDIVIDUALS TO MEET THEIR BASIC NEEDS.2. EARLY LEARNING AND PARENT SUPPORT: WE PROMOTE THE HEALTHY DEVELOPMENT AND LEARNING OF YOUNG CHILDREN 0-6, OUR YOUNGEST CITIZENS, THOUGH OUR SUPPORT OF ORGANIZATIONS AND PROGRAMS WHICH IMPROVE ACCESS TO AND QUALITY OF EARLY LEARNING EXPERIENCES, SUPPORT PARENTS AS THEIR CHILDREN'S FIRST TEACHERS, AND ENHANCE PROFESSIONAL DEVELOPMENT OF THOSE WHO WORK WITH YOUNG CHILDREN.3. EXPANDED LEARNING OPPORTUNITIES: WE SUPPORT ACCESS TO (AND QUALITY OF) EXPANDED LEARNING OPPORTUNITIES FOR ALL OF OUR COMMUNITY MEMBERS, BUT IN PARTICULAR FOR CHILDREN AND YOUTH, WHICH INCLUDES PARTICIPATION IN EDUCATION-RELATED PROGRAMS IN ARTS, CULTURAL UNDERSTANDING AND CIVIC ENGAGEMENT; IN THE AREAS OF STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH); SOCIAL-EMOTIONAL LEARNING; ENVIRONMENTAL EDUCATION; AND LEARNING SUPPORT PROGRAMS (SUPPORTING DIFFERENT PATHWAYS TO LEARNING).4. ACCESS TO HIGHER EDUCATION AND JOB TRAINING OPPORTUNITIES: WE SUPPORT PROGRAMS AND ORGANIZATIONS THAT IMPROVE ACCESS TO ALL YOUTH (INCLUDING INDIVIDUALS WITH DISABILITIES) TO OPPORTUNITIES IN HIGHER EDUCATION AND VOCATIONAL TRAINING, INCLUDING PROGRAMS THAT SUPPORT STUDENTS TO COMPLETE THEIR DEGREES, AND TO IDENTIFY AND REACH THEIR ACADEMIC, CAREER AND LIFE GOALS.AREAS THAT THE FOUNDATION WILL NOT SUPPORT:- ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF ETHNIC ORIGIN,GENDER, RACE, RELIGION, OR SEXUAL ORIENTATION.- INDIVIDUALS (E.G. DIRECT GRANTS OR SCHOLARSHIPS FOR INDIVIDUALS)- RELIGIOUS OR SECTARIAN ORGANIZATIONS WHOSE PRINCIPLE ACTIVITY IS FORTHE BENEFIT OF THEIR OWN MEMBERS- BASIC RESEARCH- SPONSORSHIP- CONFERENCES- ORGANIZATIONS THAT SUPPORT VIOLENCE

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLUMBIA PACIFIC MULTI-ASSET FUND LP FMV 81,200 46,098
    COLUMBIA PACIFIC ENDOWMENT FUND LP FMV 3,395,000 3,906,315
    COLUMBIA PACIFIC INCOME FUND LP FMV 4,785,000 5,044,277
    COLUMBIA PACIFIC OPPORTUNITY FUND LP FMV 900,000 1,071,651

    TY 2017 OtherDecreasesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Description Amount
    BOOK - TAX FUND ADJUSTMENT 131,179


    TY 2017 OtherExpensesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHONE, WEBSITE, OTHER 4,474 0   0
    ADMIN FEES 1,250 0   0


    TY 2017 OtherIncomeSchedule2
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS-THROUGH: COLUMBIA PACIFIC OPPORTUNITY FUND -27,859 -27,859 -27,859
    PASS-THROUGH: COLUMBIA PACIFIC INCOME FUND 432,412 432,412 432,412
    PASS-THROUGH: COLUMBIA PACIFIC ENDOWMENT FUND 96,885 96,885 96,885
    PASS-THROUGH: COLUMBIA PACIFIC MULTI-ASSET FUND 33,538 33,538 33,538


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES / ADVISORY 3,750 3,750   0


    TY 2017 TaxesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,110 767   4,344
    FEDERAL INCOME TAXES 11,915 0   0