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
THE AUTZEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3709
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

93-6021333
B Telephone number (see instructions)

(503) 226-6051
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$27,908,644
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      
4 Dividends and interest from securities... 737,503 737,503  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 765,386
b Gross sales price for all assets on line 6a 1,131,688
7 Capital gain net income (from Part IV, line 2)... 765,386
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........ 1,502,889 1,502,889  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,975 295   2,680
14 Other employee salaries and wages...... 41,000 13,653   27,347
15 Pension plans, employee benefits....... 3,508 1,168   2,340
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 14,672 7,336   7,336
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,567 3,057   1,158
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,586 10,793   10,793
21 Travel, conferences, and meetings....... 1,522 761   761
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,096 5,635   6,460
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 130,926 42,698   58,875
25 Contributions, gifts, grants paid....... 1,413,355 1,413,355
26 Total expenses and disbursements. Add lines 24 and 25 1,544,281 42,698   1,472,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -41,392
b Net investment income (if negative, enter -0-) 1,460,191
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............. 114,145 56,489 56,489
2 Savings and temporary cash investments......... 351,493 391,861 391,861
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) 1,387,041 Click to see attachment1,286,536 1,858,420
b Investments—corporate stock (attach schedule)....... 6,324,897 Click to see attachment6,401,898 25,506,174
c Investments—corporate bonds (attach schedule)....... 98,296 Click to see attachment98,296 95,700
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) 8,275,872 8,235,080 27,908,644
Liabilities 17 Accounts payable and accrued expenses.......... 7,262 8,021
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)......... 7,262 8,021
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.................. 8,268,610 8,227,059
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 8,268,610 8,227,059
31 Total liabilities and net assets/fund balances (see instructions). 8,275,872 8,235,080
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
8,268,610
2
Enter amount from Part I, line 27a .....................
2
-41,392
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,768
4
Add lines 1, 2, and 3 ..........................
4
8,232,986
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,927
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,227,059
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 PUBLICLY TRADED SECURITIES   2009-05-07 2018-12-24
b PUBLICLY TRADED SECURITIES   2018-06-01 2018-12-31
c PUBLICLY TRADED SECURITIES   2009-03-13 2018-06-07
d PUBLICLY TRADED SECURITIES   2009-05-07 2018-12-24
e PUBLICLY TRADED SECURITIES   2012-05-06 2018-02-02
PUBLICLY TRADED SECURITIES   2018-06-14 2018-06-15
PUBLICLY TRADED SECURITIES   2005-11-18 2018-06-01
PUBLICLY TRADED SECURITIES   2013-12-13 2018-08-01
PUBLICLY TRADED SECURITIES   2003-07-15 2018-08-01
(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 362,213   242,563 119,650
b 325,267     325,267
c 192,000   35,122 156,878
d 83   60 23
e 4,625   2,874 1,751
107,500     107,500
30,000   14,921 15,079
10,000   9,886 114
100,000   60,876 39,124
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       119,650
b       325,267
c       156,878
d       23
e       1,751
      107,500
      15,079
      114
      39,124
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 2 765,386
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,395,980 29,243,028 0.047737
2016 1,448,451 27,081,670 0.053485
2015 1,374,112 27,205,104 0.050509
2014 1,333,397 26,921,712 0.049529
2013 1,228,975 24,360,506 0.050449
2
Total of line 1, column (d) .....................
2
0.251709
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
0.050342
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
30,874,297
5
Multiply line 4 by line 3......................
5
1,554,274
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
14,602
7
Add lines 5 and 6........................
7
1,568,876
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,472,230
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 29,204
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 29,204
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 29,204
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 21,176
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,176
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 313
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 7,659
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,659 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 ofbulletWENDY ULMAN Telephone no.bullet (503) 226-6051

    Located atbullet2455 NW MARSHALL SUITE 9PORTLANDOR ZIP+4bullet97210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WENDY ULMAN PRESIDENT
    0.25
    595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    CHRISTINA A GRADY TREASURER
    0.25
    595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    ROBERT W PATTON III DIRECTOR
    0.25
    595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    THOMAS J AUTZEN DIRECTOR
    0.25
    595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    PHILLIP PATTON DIRECTOR
    0.25
    595 0 0
    2455 NW MARSHALL SUITE 9
    PORTLAND,OR97210
    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
    30,731,391
    b
    Average of monthly cash balances.......................
    1b
    613,073
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,344,464
    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
    31,344,464
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    470,167
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,874,297
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,543,715
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,543,715
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    29,204
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,514,511
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,514,511
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,514,511
    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
    1,472,230
    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
    1,472,230
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,472,230
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,514,511
    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......  
    c From 2015...... 39,109
    d From 2016...... 116,673
    e From 2017......  
    fTotal of lines 3a through e........ 155,782
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,472,230
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 1,472,230
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 42,281 42,281
    (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 5 113,501
    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 ......
    113,501
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 113,501
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HILARY EVART ADMINISTRATOR
    PO BOX 3709
    PORTLAND,OR97208
    (503) 226-6051
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER-INCLUDING BOARD OF DIRECTORS, ANNUAL/PROJECT BUDGET, COPY OF IRS STATUS
    cAny submission deadlines:
    SPRING: 3/16 SUMMER: 8/16 WINTER: 11/16
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS TO INDIVIDUALS. NO SCHOLARSHIPS. MOST GRANTS MADE WITHIN THE PACIFIC NORTHWEST. EMPHASIS ON YOUTH, EDUCATION, ARTS, AND NATURE.
    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
    ABERNETHY PTA
    2421 SE ORANGE AVE
    PORTLAND,OR97214
      PC UNRESTRICTED 20,000
    ADDICTIONS RECOVERY CENTER INC
    1003 E MAIN ST STE 104
    MEDFORD,OR97504
      PC UNRESTRICTED 4,000
    ADVENTURES WITHOUT LIMITS
    1341 PACIFIC AVE
    FOREST GROVE,OR97116
      PC UNRESTRICTED 4,000
    AMANI CENTER
    PO BOX 1001
    ST HELENS,OR97051
      PC UNRESTRICTED 7,000
    ARTICHOKE COMMUNITY MUSIC
    2007 SE POWELL BLVD
    PORTLAND,OR97202
      PC UNRESTRICTED 3,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON STREET
    PORTLAND,OR97205
      PC UNRESTRICTED 2,000
    ARTS COUNCIL OF PENDLETON
    214 NORTH MAIN
    PENDLETON,OR97801
      PC UNRESTRICTED 4,000
    ASSISTANCE LEAGUE OF BEND
    PO BOX 115
    BEND,OR97709
      PC UNRESTRICTED 4,350
    ASSISTANCE LEAGUE OF EUGENE
    1149 WILLAMETTE STREET
    EUGENE,OR97401
      PC UNRESTRICTED 3,000
    ASSISTANCE LEAGUE OF GREATER PORTLAND
    4000 SW 117TH AVE
    BEAVERTON,OR97005
      PC UNRESTRICTED 3,000
    ASSISTANCE LEAGUE OF SALEM-KEIZER
    1095 SAGINAW STREET SE
    SALEM,OR97302
      PC UNRESTRICTED 3,000
    ASSISTANCE LEAGUE OF THE COLUMBIA PACIFIC
    PO BOX 596
    ASTORIA,OR97103
      PC UNRESTRICTED 3,000
    ASSISTANCE LEAGUE OF THE COLUMBIA PACIFIC
    PO BOX 596
    ASTORIA,OR97103
      PC UNRESTRICTED 5,000
    ASTORIA VISUAL ARTS
    1010 DUANE STREET
    ASTORIA,OR97103
      PC UNRESTRICTED 4,000
    BARNSTORMERS THEATRE INC
    112 NE EVELYN AVENUE
    GRANTS PASS,OR97526
      PC UNRESTRICTED 2,485
    BEND AREA HABITAT FOR HUMANITY
    224 NE THURSTON AVENUE
    BEND,OR97701
      PC UNRESTRICTED 5,000
    BETHLEHEM INN
    PO BOX 8540
    BEND,OR97708
      PC UNRESTRICTED 2,500
    BIRCH COMMUNITY SERVICES
    17780 NE SAN RAFAEL
    PORTLAND,OR97230
      PC UNRESTRICTED 2,500
    BLUE MOUNTAIN WILDLIFE
    71046 APPALOOSA LANE
    PENDLETON,OR97801
      PC UNRESTRICTED 4,000
    BOYS & GIRLS AID
    9320 SW BARBUR BLVD SUITE 200
    PORTLAND,OR97219
      PC UNRESTRICTED 5,000
    BOYS & GIRLS CLUB OF CORVALLIS
    1112 NW CIRCLE BLVD
    CORVALLIS,OR97330
      PC UNRESTRICTED 2,500
    BOYS & GIRLS CLUB OF THE UMPQUA VALLEY
    1144 NE CEDAR ST
    ROSEBURG,OR97470
      PC UNRESTRICTED 4,000
    BOYS & GIRLS CLUBS OF BEND
    500 NW WALL ST
    BEND,OR97703
      PC UNRESTRICTED 5,000
    CALL TO SAFETY
    PO BOX 42610
    PORTLAND,OR97242
      PC UNRESTRICTED 5,000
    CAMP ROSENBAUM
    449 NE EMERSON ST
    PORTLAND,OR97211
      PC UNRESTRICTED 5,000
    CAMP TAMARACK
    19696 SUNSHINE WAY
    BEND,OR97702
      PC UNRESTRICTED 4,000
    CAMP UKANDU
    601 SW 2ND AVE STE 2300
    PORTLAND,OR97204
      PC UNRESTRICTED 4,000
    CANDLELIGHTERS FOR CHILDREN WITH CANCER
    6600 SW 92ND AVE SUITE 160
    PORTLAND,OR97223
      PC UNRESTRICTED 4,500
    CANINE COMPANIONS FOR INDEPENDENCE
    2965 DUTTON AVENUE
    SANTA ROSA,CA954075711
      PC UNRESTRICTED 4,000
    CANNON BEACH ARTS ASSOCIATION
    PO BOX 684
    CANNON BEACH,OR97110
      PC UNRESTRICTED 3,000
    CASA OF CLACKAMAS COUNTY
    421 HIGH STREET
    OREGON CITY,OR97045
      PC UNRESTRICTED 5,000
    CASA OF LANE COUNTY
    174 DEADMOND FERRY RD
    SPRINGFIELD,OR97477
      PC UNRESTRICTED 5,000
    CASA-VOICES FOR CHILDREN
    129 NW 4TH STREET
    CORVALLIS,OR97330
      PC UNRESTRICTED 5,000
    CAT ADOPTION TEAM
    14175 SW GALBREATH DR
    SHERWOOD,OR97140
      PC UNRESTRICTED 5,000
    CENTER FOR COMMUNITY COUNSELING
    1465 COBURG ROAD
    EUGENE,OR97401
      PC UNRESTRICTED 5,000
    CENTRAL OREGON ENVIRONMENTAL CENTER
    16 NW KANSAS AVE
    BEND,OR97703
      PC UNRESTRICTED 1,500
    CENTRAL POINT SCHOOL DISTRICT #6
    806 6TH AVENUE
    GOLD HILL,OR97525
      PC UNRESTRICTED 4,000
    CGOA-COLUMBIA GORGE ORCHESTRA ASSOCIATION
    PO BOX 1019
    HOOD RIVER,OR97031
      PC UNRESTRICTED 1,500
    CHESS FOR SUCCESS
    2701 NW VAUGHN STREET
    PORTLAND,OR972105399
      PC UNRESTRICTED 4,000
    CHETCO HISTORICAL MEMORIAL PROJECT
    PO BOX 7294
    BROOKINGS,OR97415
      PC UNRESTRICTED 6,800
    CHILDREN'S CENTER
    1713 PENN LANE
    OREGON CITY,OR97045
      PC UNRESTRICTED 5,000
    CHILDREN'S FOREST OF CENTRAL OREGON
    63095 DESCHUTES MARKET ROAD
    BEND,OR97701
      PC UNRESTRICTED 2,400
    CLACKAMAS WOMEN'S SERVICES
    256 WARNER MILNE ROAD
    OREGON CITY,OR97045
      PC UNRESTRICTED 7,000
    CLASSICAL UP CLOSE
    PO BOX 23751
    TIGARD,OR97281
      PC UNRESTRICTED 3,000
    CLATSOP ANIMAL ASSISTANCE
    PO BOX 622
    WARRENTON,OR97146
      PC UNRESTRICTED 5,000
    CLATSOP COUNTY ANIMAL CONTROL AND SHELTER
    1315 SE 19TH STREET
    WARRENTON,OR97146
      PC UNRESTRICTED 5,000
    CLAY STREET TABLE
    1432 SW 13TH AVENUE
    PORTLAND,OR97201
      PC UNRESTRICTED 8,000
    COLLEGE POSSIBLE
    532 SE GRAND AVENUE
    PORTLAND,OR97214
      PC UNRESTRICTED 4,000
    COLUMBIA CENTER FOR THE ARTS
    PO BOX 1543
    HOOD RIVER,OR97031
      PC UNRESTRICTED 3,000
    COLUMBIA PACIFIC FOOD BANK
    PO BOX 1031
    SAINT HELENS,OR97051
      PC UNRESTRICTED 15,000
    COMMUNITY CYCLING CENTER
    1805 NE 2ND AVE
    PORTLAND,OR97212
      PC UNRESTRICTED 3,500
    COMMUNITY OUTREACH INC
    865 REIMAN AVENUE
    CORVALLIS,OR97330
      PC UNRESTRICTED 5,000
    COMMUNITY TRANSITIONAL SCHOOL
    6601 NE KILLINGSWORTH ST
    PORTLAND,OR97218
      PC UNRESTRICTED 10,000
    COMMUNITY VISION
    2475 SE LADD AVE
    PORTLAND,OR97214
      PC UNRESTRICTED 4,000
    CONFERENCE OF ST VINCENT DE PAUL SOCIETY OF MYRTLE CREEK
    PO BOX 1258
    MYRTLE CREEK,OR97457
      PC UNRESTRICTED 2,500
    CONSTRUCTING HOPE
    405 NE CHURCH ST
    PORTLAND,OR97211
      PC UNRESTRICTED 5,000
    COOS COUNTY HABITAT FOR HUMANITY
    PO BOX 986
    COOS BAY,OR97420
      PC UNRESTRICTED 5,000
    COTTAGE THEATRE
    700 VILLAGE DRIVE
    COTTAGE GROVE,OR97424
      PC UNRESTRICTED 10,000
    COURT APPOINTED SPECIAL ADVOCATES OF MARION COUNTY
    3530 RIVER ROAD N
    KEIZER,OR97303
      PC UNRESTRICTED 10,000
    CRESWELL CLUBHOUSE
    996 A STREET
    CRESWELL,OR97426
      PC UNRESTRICTED 2,500
    DAWNS HOUSE
    20813 LIBERTY LANE
    BEND,OR97701
      PC UNRESTRICTED 5,000
    DE LA SALLE CATHOLIC NORTH HIGH SCHOOL
    7528 N FENWICK AVENUE
    PORTLAND,OR97217
      PC UNRESTRICTED 10,000
    DELGANI STRING QUARTET
    PO BOX 11131
    EUGENE,OR97440
      PC UNRESTRICTED 3,000
    DESCHUTES RIVER ALLIANCE
    5331 SW MACADAM AVE
    PORTLAND,OR97239
      PC UNRESTRICTED 5,000
    DOWNTOWN LANGUAGES
    532 C ST
    SPRINGFIELD,OR97477
      PC UNRESTRICTED 3,000
    DUCKS UNLIMITED
    17700 SE MILL PLAIN BLVD SUITE 100
    VANCOUVER,WA98683
      PC UNRESTRICTED 5,000
    EARLY CHILDHOOD SERVICES OF SOUTHERN OREGON ESD
    1021 NW HIGHLAND AVE
    GRANTS PASS,OR97526
      PC UNRESTRICTED 2,000
    ECHO THEATER COMPANY
    1515 SE 37TH AVE
    PORTLAND,OR97214
      PC UNRESTRICTED 4,456
    ECOLOGY IN CLASSROOMS & OUTDOORS
    PO BOX 90293
    PORTLAND,OR97290
      PC UNRESTRICTED 2,500
    ECUMENICAL MINISTRIES OF OREGON
    0245 SW BANCROFT ST SUITE B
    PORTLAND,OR97239
      PC UNRESTRICTED 3,000
    ELEVATE OREGON
    12215 NE MARX ST
    PORTLAND,OR97230
      PC UNRESTRICTED 5,000
    EUGENE MISSION
    PO BOX 1149
    EUGENE,OR97440
      PC UNRESTRICTED 2,500
    EXPERIENCE THEATRE PROJECT
    6107 SW MURRAY BLVD
    BEAVERTON,OR97008
      PC UNRESTRICTED 2,000
    FAMILIAS EN ACCION
    2710 NE 14TH AVE
    PORTLAND,OR97212
      PC UNRESTRICTED 3,000
    FAMILY ACCESS NETWORK
    2125 NE DAGGETT LN
    BEND,OR97701
      PC UNRESTRICTED 3,000
    FAMILY BUILDING BLOCKS
    2425 LANCASTER DR NE
    SALEM,OR97305
      PC UNRESTRICTED 5,000
    FAMILY PROMISE MWV
    1055 EDGEWATER ST NW
    SALEM,OR97304
      PC UNRESTRICTED 4,000
    FAMILY SOLUTIONS
    201 W MAIN ST SUITE 4B
    MEDFORD,OR97501
      PC UNRESTRICTED 6,000
    FARMERS MARKET FUND
    240 N BROADWAY
    PORTLAND,OR97227
      PC UNRESTRICTED 3,000
    FAVELL MUSEUM INC
    125 WEST MAIN STREET
    KLAMATH FALLS,OR97601
      PC UNRESTRICTED 2,000
    FAVELL MUSEUM INC
    125 WEST MAIN STREET
    KLAMATH FALLS,OR97601
      PC UNRESTRICTED 4,000
    FINANCIAL BEGINNINGS OREGON
    1326 SW 12TH AVENUE STE 300
    PORTLAND,OR97201
      PC UNRESTRICTED 4,000
    FOCUS ON YOUTH
    6001 SW GARDEN HOME RD
    PORTLAND,OR97219
      PC UNRESTRICTED 3,500
    FOOD BY DESIGN
    4837 NE COUCH ST
    PORTLAND,OR97213
      PC UNRESTRICTED 5,000
    FORWARD STRIDE
    23839 SW DANIEL RD
    BEAVERTON,OR97078
      PC UNRESTRICTED 5,000
    FOUR RIVERS CULTURAL CENTER
    676 SW 5TH AVENUE
    ONTARIO,OR97914
      PC UNRESTRICTED 3,000
    FREE GEEK
    1731 SE 10TH AVENUE
    PORTLAND,OR97214
      PC UNRESTRICTED 5,000
    FRIENDLY HOUSE INC
    2617 NW SAVIER ST
    PORTLAND,OR97210
      PC UNRESTRICTED 5,000
    FRIENDS OF BUFORD PARK & MT PISGAH
    PO BOX 5266 EUGENE OR 97405
    EUGENE,OR97401
      PC UNRESTRICTED 6,130
    FRIENDS OF EXPLORER POST 58
    5228 SW WESTWOOD VIEW
    PORTLAND,OR97239
      PC UNRESTRICTED 4,000
    FRIENDS OF HISTORIC BUTTEVILLE
    PO BOX 506
    DONALD,OR97020
      PC UNRESTRICTED 2,500
    FRIENDS OF THE ALBANY PUBLIC LIBRARY
    2450 14TH AVE SE
    ALBANY,OR97322
      PC UNRESTRICTED 4,000
    FRIENDS OF THE CHILDREN - KLAMATH BASIN
    3837 ALTAMONT DRIVE
    KLAMATH FALLS,OR97603
      PC UNRESTRICTED 4,000
    FRIENDS OF THE CHILDREN - PORTLAND
    44 NE MORRIS STREET
    PORTLAND,OR97212
      PC UNRESTRICTED 5,000
    FRIENDS OF TIMBERLINE
    PO BOX 69544
    PORTLAND,OR97239
      PC UNRESTRICTED 5,000
    FRIENDS OF TREES
    3117 NE ML KING JR BLVD
    PORTLAND,OR97212
      PC UNRESTRICTED 3,000
    GEARHART VOLUNTEER FIRE DEPT
    PO BOX 2530
    GEARHART,OR97138
      PC UNRESTRICTED 5,000
    GRACE CENTER FOR ADULT DAY SERVICES
    980 NW SPRUCE AVE
    CORVALLIS,OR97330
      PC UNRESTRICTED 9,000
    GROWING GARDENS
    2203 NE OREGON ST
    PORTLAND,OR97232
      PC UNRESTRICTED 5,000
    HABITAT FOR HUMANITY OF OREGON
    PO BOX 11452
    PORTLAND,OR97211
      PC UNRESTRICTED 5,000
    HEART OF OREGON CORPS INC
    PO BOX 279
    BEND,OR97709
      PC UNRESTRICTED 4,500
    HIGH DESERT CHAMBER MUSIC
    PO BOX 1272
    BEND,OR97709
      PC UNRESTRICTED 2,500
    HIV ALLIANCE
    1195A CITY VIEW STREET
    EUGENE,OR97402
      PC UNRESTRICTED 3,000
    HOOD RIVER VALLEY ADULT CENTER
    2010 STERLING PL
    HOOD RIVER,OR970319598
      PC UNRESTRICTED 6,500
    HOYT ARBORETUM FRIENDS
    4000 SW FAIRVIEW BLVD
    PORTLAND,OR97215
      PC UNRESTRICTED 7,000
    INCIGHT COMPANY
    111 SW COLUMBIA ST SUITE 1170
    PORTLAND,OR97201
      PC UNRESTRICTED 5,000
    JERICHO ROAD
    POB 1623
    REDMOND,OR97756
      PC UNRESTRICTED 5,000
    JOSEPH LANE MIDDLE SCHOOL PARENT STAFF ASSOCIATION
    2153 NE VINE STREET
    ROSEBURG,OR97470
      PC UNRESTRICTED 5,769
    JOSEPHY CENTER FOR ARTS AND CULTURE
    PO BOX 949
    JOSEPH,OR97846
      PC UNRESTRICTED 5,000
    JUNCTION CITY SCHOOL DISTRICT
    325 MAPLE ST
    JUNCTION CITY,OR97448
      PC UNRESTRICTED 5,000
    KEX KIDS FUND
    13333 SW 68TH PARKWAY
    TIGARD,OR97233
      PC UNRESTRICTED 5,000
    KIDS CENTER
    1375 NW KINGSTON AVE
    BEND,OR97703
      PC UNRESTRICTED 7,500
    KIDS UNLIMITED OF OREGON
    821 NORTH RIVERSIDE
    MEDFORD,OR97501
      PC UNRESTRICTED 3,000
    KINSHIP HOUSE
    1823 NE 8TH AVENUE
    PORTLAND,OR97212
      PC UNRESTRICTED 7,000
    KINSHIP HOUSE
    1823 NE 8TH AVENUE
    PORTLAND,OR97212
      PC UNRESTRICTED 5,000
    KLAMATH FALLS DOWNTOWN ASSOCIATION
    PO BOX 372
    KLAMATH FALLS,OR97601
      PC UNRESTRICTED 3,500
    LAKE COUNTY RESOURCES INITIATIVE
    100 NORTH D STREET
    LAKEVIEW,OR97630
      PC UNRESTRICTED 6,000
    LANE ARTS COUNCIL
    1590 WILLAMETTE ST
    EUGENE,OR97401
      PC UNRESTRICTED 2,500
    L'ARCHE PORTLAND
    435 SE 85TH AVE
    PORTLAND,OR97216
      PC UNRESTRICTED 3,000
    LIBERTY RESTORATION INC
    1203 COMMERCIAL
    ASTORIA,OR97103
      PC UNRESTRICTED 3,000
    LIBERTY THEATRE FOUNDATION INC
    PO BOX 3057
    LA GRANDE,OR97850
      PC UNRESTRICTED 4,000
    LIFE EXPANDING ADVENTURE PROGRAM
    806 SW BROADWAY SUITE 300
    PORTLAND,OR97205
      PC UNRESTRICTED 2,000
    LIFT URBAN PORTLAND
    2701 NW VAUGHN ST SUITE 102
    PORTLAND,OR97210
      PC UNRESTRICTED 4,000
    LITERARY ARTS
    925 SW WASHINGTON STREET
    PORTLAND,OR97205
      PC UNRESTRICTED 5,000
    LIVING DESERT
    47900 PORTOLA AVE
    PALM DESERT,CA92260
      PC UNRESTRICTED 2,500
    LIVING YOGA
    5100 SW MACADAM AVENUE
    PORTLAND,OR97239
      PC UNRESTRICTED 2,500
    LOWER COLUMBIA ESTUARY PARTNERSHIP
    811 SW NAITO PARKWAY SUITE 410
    PORTLAND,OR97204
      PC UNRESTRICTED 7,000
    MAYBELLE CENTER FOR COMMUNITY
    121 NW SIXTH AVENUE
    PORTLAND,OR97209
      PC UNRESTRICTED 2,500
    MAZAMAS
    527 SE 43RD AVE
    PORTLAND,OR97215
      PC UNRESTRICTED 2,500
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219
      PC UNRESTRICTED 5,000
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219
      PC UNRESTRICTED 2,000
    MERRY HEART CHILDREN'S CAMP
    PO BOX 80413
    PORTLAND,OR97280
      PC UNRESTRICTED 4,500
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT STREET
    PORTLAND,OR97214
      PC UNRESTRICTED 2,000
    METROPOLITAN YOUTH SYMPHONY
    4800 SW MACADAM AVE SUITE 105
    PORTLAND,OR97239
      PC UNRESTRICTED 3,000
    MID-WILLAMETTE FAMILY YMCA
    3201 PACIFIC BLVD SW
    ALBANY,OR97321
      PC UNRESTRICTED 5,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214
      PC UNRESTRICTED 5,000
    MOBILITY IMPAIRED GOLF ASSOCIATION
    15685 SW 116TH AVE 187
    TIGARD,OR97224
      PC UNRESTRICTED 3,500
    MOUNTAINSTAR FAMILY RELIEF NURSERY
    2125 NE DAGGETT LANE
    BEND,OR97701
      PC UNRESTRICTED 5,000
    MT HOOD KIWANIS CAMP
    10725 SW BARBUR BLVD
    PORTLAND,OR97219
      PC UNRESTRICTED 7,500
    MUSIC WORKSHOP
    4804 SW SCHOLLS FERRY RD
    PORTLAND,OR97225
      PC UNRESTRICTED 3,000
    NEIGHBORHOOD HOUSE
    7780 SW CAPITOL HWY
    PORTLAND,OR97219
      PC UNRESTRICTED 2,500
    NEW AVENUES FOR YOUTH
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201
      PC UNRESTRICTED 5,000
    NEW MOON PRODUCTIONS
    PO BOX 820165
    PORTAND,OR97282
      PC UNRESTRICTED 2,000
    NEWPORT SYMPHONY ORCHESTRA
    PO BOX 1617
    NEWPORT,OR97635
      PC UNRESTRICTED 2,000
    NORTH COAST FOOD WEB
    577 18TH STREET
    ASTORIA,OR97103
      PC UNRESTRICTED 2,000
    NORTH COAST LAND CONSERVANCY
    PO BOX 67
    SEASIDE,OR97138
      PC UNRESTRICTED 5,000
    NORTH COUNTY RECREATION DISTRICT
    PO BOX 207
    NEHALEM,OR97131
      PC UNRESTRICTED 50,000
    NORTHWEST OUTWARD BOUND SCHOOL
    1411 SW MORRISON ST STE 250
    PORTLAND,OR97205
      PC UNRESTRICTED 5,000
    NORTHWEST PILOT PROJECT INC
    1430 SW BROADWAY STE 200
    PORTLAND,OR97201
      PC UNRESTRICTED 7,000
    NORTHWEST YOUTH CORPS
    2621 AUGUSTA STREET
    EUGENE,OR97403
      PC UNRESTRICTED 5,000
    NW KIDNEY KIDS
    PO BOX 230075
    PORTLAND,OR97219
      PC UNRESTRICTED 4,500
    OLD MILL CENTER FOR CHILDREN AND FAMILIES
    1650 SW 45TH PLACE
    CORVALLIS,OR97333
      PC UNRESTRICTED 2,500
    OPAL CREEK ANCIENT FOREST CENTER
    721 NW 9TH AVENUE
    PORTLAND,OR97209
      PC UNRESTRICTED 2,500
    OPEN HEARTS OPEN MINDS
    PO BOX 4534
    PORTLAND,OR97208
      PC UNRESTRICTED 7,000
    OPEN SCHOOL INC
    7633 N WABASH AVE
    PORTLAND,OR97217
      PC UNRESTRICTED 2,500
    OPHELIA'S PLACE
    1577 PEARL STREET SUITE 100
    EUGENE,OR97401
      PC UNRESTRICTED 2,500
    OREGON BOATING FOUNDATION
    PO BOX 701
    NEWPORT,OR97365
      PC UNRESTRICTED 2,000
    OREGON BRAVO YOUTH ORCHESTRAS
    PO BOX 17356
    PORTLAND,OR97217
      PC UNRESTRICTED 4,000
    OREGON CHILDREN'S THEATRE
    1939 NE SANDY BLVD
    PORTLAND,OR97232
      PC UNRESTRICTED 3,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP RD
    NEWPORT,OR97365
      PC UNRESTRICTED 25,000
    OREGON COAST CHILDREN'S THEATRE
    PO BOX 538
    TOLEDO,OR97391
      PC UNRESTRICTED 5,000
    OREGON EAST SYMPHONY
    PO 1436
    PENDLETON,OR97801
      PC UNRESTRICTED 4,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211
      PC UNRESTRICTED 13,000
    OREGON HARBOR OF HOPE
    422 NW 13TH AVENUE BOX 116
    PORTLAND,OR97209
      PC UNRESTRICTED 7,500
    OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATON
    1121 SW SALMON STREET
    PORTLAND,OR97205
      PC UNRESTRICTED 5,000
    OREGON HORSE RESCUE
    4771 PACIFIC AVE
    EUGENE,OR97402
      PC UNRESTRICTED 4,000
    OREGON REPERTORY SINGERS
    5319 SW WESTGATE DRIVE STE 134
    PORTLAND,OR97221
      PC UNRESTRICTED 3,000
    OREGON ROBOTICS TOURNAMENT AND OUTREACH PROGRAM
    4800 SW GRIFFITH DRIVE SUITE 215
    BEAVERTON,OR97005
      PC UNRESTRICTED 4,920
    OREGON STATE UNIVERSITY FOUNDATION
    4238 SW RESEARCH WAY
    CORVALLIS,OR97333
      PC UNRESTRICTED 30,000
    OREGON TRADESWOMEN
    3934 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212
      PC UNRESTRICTED 3,500
    PEAR
    338 NW 6TH AVENUE
    PORTLAND,OR97209
      PC UNRESTRICTED 10,000
    PACIFIC RIVERS
    1001 WATER AVE
    PORTLAND,OR97214
      PC UNRESTRICTED 2,500
    PACIFIC YOUTH CHOIR
    620 SW MAIN ST SUITE 203
    PORTLAND,OR97205
      PC UNRESTRICTED 2,500
    PARENT PARTNERSHIP LTD
    1440 BIRCH AVENUE
    COTTAGE GROVE,OR97424
      PC UNRESTRICTED 3,500
    PARK ACADEMY
    1915 SOUTH SHORE BLVD
    LAKE OSWEGO,OR97034
      PC UNRESTRICTED 6,000
    PARROTT CREEK CHILD & FAMILY SERVICES
    1001 MOLALLA AVE SUITE 209
    OREGON CITY,OR97045
      PC UNRESTRICTED 5,000
    PARTNERSHIP FOR THE UMPQUA RIVERS (PUR)
    1758 NE AIRPORT ROAD
    ROSEBURG,OR97470
      PC UNRESTRICTED 10,000
    PASSION IMPACT
    5106 SE POWELL BLVD
    PORTLAND,OR97206
      PC UNRESTRICTED 2,500
    PEARL BUCK CENTER INC
    3690 W 1ST AVE
    EUGENE,OR97402
      PC UNRESTRICTED 4,000
    PENTACLE THEATRE
    145 LIBERTY STREET NE SUITE 102
    SALEM,OR97301
      PC UNRESTRICTED 3,500
    PERFORMANCE WORKS NORTHWEST
    4625 SE 67TH AVE
    PORTLAND,OR97206
      PC UNRESTRICTED 1,500
    PHAME
    1631 NE BROADWAY 134
    PORTLAND,OR97232
      PC UNRESTRICTED 2,000
    PLAYWRITE
    PO BOX 13420
    PORTLAND,OR97213
      PC UNRESTRICTED 2,500
    PORTLAND ANIMAL WELFARE (PAW) TEAM
    1718 NE 82ND AVE
    PORTLAND,OR97220
      PC UNRESTRICTED 4,000
    PORTLAND OPERA
    211 SE CARUTHERS STREET
    PORTLAND,OR97214
      PC UNRESTRICTED 3,000
    PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER ROSEMARY ANDERSON HIGH SCH
    717 N KILLINGSWORTH CT
    PORTLAND,OR97217
      PC UNRESTRICTED 2,500
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211
      PC UNRESTRICTED 2,000
    PORTLAND RESCUE MISSION
    PO BOX 3713
    PORTLAND,OR972083713
      PC UNRESTRICTED 4,300
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 243
    PORTLAND,OR97207
      PC UNRESTRICTED 30,000
    PORTLAND TAIKO
    3728 SE 34TH AVENUE
    PORTLAND,OR97202
      PC UNRESTRICTED 5,000
    PORTLAND WORKFORCE ALLIANCE
    7100 SE DIVISION ST
    PORTLAND,OR97206
      PC UNRESTRICTED 4,000
    PORTLAND YOUTH PHILHARMONIC
    9320 SW BARBUR BLVD SUITE 140
    PORTLAND,OR97219
      PC UNRESTRICTED 2,000
    PORTLAND YOUTHBUILDERS
    4816 SE 92ND AVENUE
    PORTLAND,OR97266
      PC UNRESTRICTED 4,000
    POWDER BASIN WATERSHED COUNCIL
    2034 AUBURN AVE STE B
    BAKER CITY,OR97814
      PC UNRESTRICTED 2,000
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296
      PC UNRESTRICTED 4,000
    READING RESULTS
    3115 NE SANDY BLVD
    PORTLAND,OR97232
      PC UNRESTRICTED 4,000
    REBUILDING TOGETHER WASHINGTON COUNTY INC
    12550 SW 3RD STREET
    BEAVERTON,OR97005
      PC UNRESTRICTED 4,000
    REDEMPTION HOUSE MINISTRIES
    445 NW 3RD ST
    PRINEVILLE,OR97754
      PC UNRESTRICTED 4,000
    RETURNING VETERANS PROJECT
    PO BOX 14035
    PORTLAND,OR97293
      PC UNRESTRICTED 5,500
    RIMROCK TRAILS TREATMENT SERVICES
    1333 NE 9TH STREET
    PRINEVILLE,OR97754
      PC UNRESTRICTED 2,000
    ROCK 'N' ROLL CAMP FOR GIRLS
    PO BOX 11324
    PORTLAND,OR97211
      PC UNRESTRICTED 2,500
    ROGUE FARM CORPS
    PO BOX 533
    ASHLAND,OR97520
      PC UNRESTRICTED 5,000
    ROSE HAVEN CIC
    PO BOX 10405
    PORTLAND,OR97296
      PC UNRESTRICTED 7,500
    ROSEBURG RESCUE MISSION
    PO BOX 1937
    ROSEBURG,OR97470
      PC UNRESTRICTED 5,000
    SALEM ART ASSOCIATION
    600 MISSION STREET SE
    SALEM,OR97302
      PC UNRESTRICTED 3,000
    SALEM FREE CLINICS
    1300 BROADWAY ST NE 104
    SALEM,OR97301
      PC UNRESTRICTED 10,000
    SALEM PARKS FOUNDATION
    PO BOX 5764
    SALEM,OR97304
      PC UNRESTRICTED 7,000
    SALVATION ARMY - WEST WOMEN'S AND CHILDREN'S SHELTER
    PO BOX 2398
    PORTLAND,OR97208
      PC UNRESTRICTED 10,000
    SANDE SCHOOL OF HORSEMANSHIP
    33836 BENNETT ROAD
    WARREN,OR97053
      PC UNRESTRICTED 6,000
    SATURDAY ACADEMY
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203
      PC UNRESTRICTED 4,000
    SEATTLE ACADEMY OF ARTS AND SCIENCES
    1201 EAST UNION STREET
    SEATTLE,WA98122
      PC UNRESTRICTED 2,500
    SERENDIPITY CENTER
    PO BOX 33350
    PORTLAND,OR97292
      PC UNRESTRICTED 4,000
    SILETZ BAY MUSIC FESTIVAL - MUSIC IS INSTRUMENTAL
    PO BOX 306
    LINCOLN CITY,OR97367
      PC UNRESTRICTED 4,500
    SISKIYOU VIOLINS
    PO BOX 4546
    MEDFORD,OR97501
      PC UNRESTRICTED 4,500
    SITKA CENTER FOR ART AND ECOLOGY
    56605 SITKA DRIVE
    OTIS,OR97368
      PC UNRESTRICTED 5,000
    SIUSLAW OUTREACH SERVICES INC
    PO BOX 19000
    FLORENCE,OR97439
      PC UNRESTRICTED 4,500
    SOCIETY OF ST VINCENT DE PAUL PORTLAND COUNCIL
    PO BOX 42157
    PORTLAND,OR972420157
      PC UNRESTRICTED 2,000
    SOHUMANE
    2910 TABLE ROCK RD
    MEDFORD,OR97501
      PC UNRESTRICTED 10,000
    SOUTHERN OREGON HISTORICAL SOCIETY
    106 N CENTRAL AVE
    MEDFORD,OR97501
      PC UNRESTRICTED 4,000
    SPARTAN BOXING CLUB
    729 WELCH STREET
    MEDFORD,OR97504
      PC UNRESTRICTED 2,500
    SPAY & NEUTER HUMANE ASSOCIATION OF CLATSOP COUNTY
    1606 MARINE DR
    ASTORIA,OR97103
      PC UNRESTRICTED 12,000
    SPAY NEUTER YOUR PET
    PO BOX 477
    MEDFORD,OR97501
      PC UNRESTRICTED 10,180
    SPOON
    135 SE MAIN ST STE 201
    PORTLAND,OR97214
      PC UNRESTRICTED 5,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA ST
    PORTLAND,OR97211
      PC UNRESTRICTED 3,500
    ST ANDREW NATIVITY SCHOOL
    4925 NE 9TH AVE
    PORTLAND,OR97211
      PC UNRESTRICTED 5,000
    ST ANNE CATHOLIC SCHOOL
    1131 NE 10TH ST
    GRANTS PASS,OR97526
      PC UNRESTRICTED 3,000
    ST CLARE SCHOOL
    1807 SW FREEMAN STREET
    PORTLAND,OR97219
      PC UNRESTRICTED 4,000
    ST JOHNS FOOD SHARE
    8100 N LOMBARD ST
    PORTLAND,OR97203
      PC UNRESTRICTED 5,000
    ST MARY'S HOME FOR BOYS
    16535 SW TUALATIN VALLEY HWY
    BEAVERTON,OR97003
      PC UNRESTRICTED 10,000
    ST VINCENT DE PAUL SOCIETY BEND
    950 SE THIRD ST
    BEND,OR97702
      PC UNRESTRICTED 5,000
    START MAKING A READER TODAY (SMART)
    101 SW MARKET ST
    PORTLAND,OR97201
      PC UNRESTRICTED 5,000
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219
      PC UNRESTRICTED 5,000
    STUMPTOWN STAGES
    PO BOX 82
    LAKE OSWEGO,OR97034
      PC UNRESTRICTED 2,500
    SUNSHINE DIVISION - PORTLAND POLICE DEPT
    687 N THOMPSON
    PORTLAND,OR97227
      PC UNRESTRICTED 2,000
    TAKE ACTION INC
    1170 OXFORD DRIVE
    LAKE OSWEGO,OR97034
      PC UNRESTRICTED 3,500
    THE ALS ASSOCIATION OF OREGON AND SW WASHINGTON
    700 NE MULTNOMAH ST STE 210
    PORTLAND,OR97232
      PC UNRESTRICTED 3,000
    THE BLACK UNITED FUND OF OREGON
    2828 NE ALBERTA STREET
    PORTLAND,OR97211
      PC UNRESTRICTED 4,000
    THE BLOOM PROJECT
    100 SW MILLER RD
    PORTLAND,OR97225
      PC UNRESTRICTED 3,000
    THE CANBY CENTER
    681 SW 2ND AVENUE
    CANBY,OR97013
      PC UNRESTRICTED 4,000
    THE FRESHWATER TRUST
    700 SW TAYLOR STREET
    PORTLAND,OR97205
      PC UNRESTRICTED 2,500
    THE FRIENDLY KITCHEN MEALS ON WHEELS OF ROSEBURG
    1771 W HARVARD AVE
    ROSEBURG,OR97471
      PC UNRESTRICTED 6,000
    THE GIVING PLATE INC
    1245 SE 3RD STREET SUITE C7
    BEND,OR97702
      PC UNRESTRICTED 5,000
    THE HARBOR INC
    POB 1342
    ASTORIA,OR97103
      PC UNRESTRICTED 10,000
    THE NEXT DOOR INC
    965 TUCKER ROAD
    HOOD RIVER,OR97031
      PC UNRESTRICTED 4,000
    THE OREGON CHORALE
    PO BOX 1182
    HILLSBORO,OR971231182
      PC UNRESTRICTED 2,500
    THE SCHOOL FOUNDATION INC DBA EDUCATION FOUNDATION FOR BEND-LA PINE SCHOOLS
    PO BOX 1436
    BEND,OR97709
      PC UNRESTRICTED 5,000
    THE SHADOW PROJECT
    2154 NE BROADWAY SUITE 130
    PORTLAND,OR97232
      PC UNRESTRICTED 6,500
    THERAPYWORKSNW
    7927 SE ORIENT DRIVE
    GRESHAM,OR97080
      PC UNRESTRICTED 2,000
    TILLAMOOK COUNTY COMMUNITY ACTION RESOURCE ENTERPRISES INC
    2310 FIRST STREET SUITE 2
    TILLAMOOK,OR97141
      PC UNRESTRICTED 6,000
    TILLAMOOK COUNTY PIONEER MUSEUM
    2106 2ND ST
    TILLAMOOK,OR971412306
      PC UNRESTRICTED 2,000
    TILLAMOOK COUNTY WOMEN'S RESOURCE CENTER
    1902 2ND STREET
    TILLAMOOK,OR97141
      PC UNRESTRICTED 5,000
    TOY AND JOY MAKERS
    5916 NE GOING STREET
    PORTLAND,OR97218
      PC UNRESTRICTED 1,000
    TRAUMA INTERVENTION PROGRAM OF PORTLANDVANCOUVER INC
    4800 NE 122ND AVENUE
    PORTLAND,OR97230
      PC UNRESTRICTED 5,000
    TRIANGLE PRODUCTIONS
    1785 NE SANDY BLVD
    PORTLAND,OR97232
      PC UNRESTRICTED 2,500
    TUALATIN RIVERKEEPERS
    11675 SW HAZELBROOK ROAD
    TUALATIN,OR97062
      PC UNRESTRICTED 2,500
    TUCKER MAXON SCHOOL
    2860 SE HOLGATE BLVD
    PORTLAND,OR97213
      PC UNRESTRICTED 5,000
    UMATILLA COUNTY HISTORICAL SOCIETY
    PO BOX 253
    PENDLETON,OR97801
      PC UNRESTRICTED 15,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209
      PC UNRESTRICTED 7,000
    UNION GOSPEL MISSION OF SALEM
    745 COMMERCIAL ST NE
    SALEM,OR97308
      PC UNRESTRICTED 4,000
    UNIVERSITY CHILD DEVELOPMENT SCHOOL
    5062 9TH AVENUE NE
    SEATTLE,WA98105
      PC UNRESTRICTED 2,500
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVE SUITE 410
    EUGENE,OR97403
      PC UNRESTRICTED 30,000
    URBAN GLEANERS
    PO BOX 6344
    PORTLAND,OR97228
      PC UNRESTRICTED 7,500
    VOLUNTEERS IN MEDICINE CLINIC
    2260 MARCOLA ROAD
    SPRINGFIELD,OR97477
      PC UNRESTRICTED 4,000
    VOLUNTEERS IN MEDICINE CLINIC OF THE CASCADES
    2300 NE NEFF RD
    BEND,OR97701
      PC UNRESTRICTED 4,315
    VOLUNTEERS OF AMERICA OREGON
    3910 SE STARK STREET
    PORTLAND,OR97214
      PC UNRESTRICTED 1,000
    WESTERN RIVERS CONSERVANCY
    71 SW OAK STREET
    PORTLAND,OR97204
      PC UNRESTRICTED 2,500
    WHEEL TO WALK FOUNDATION
    PO BOX 20146
    PORTAND,OR97294
      PC UNRESTRICTED 5,000
    WILDCAT RIDGE SANCTUARY
    21389 HAZELNUT RIDGE ROAD
    SCOTTS MILLS,OR97375
      PC UNRESTRICTED 6,000
    WILDLIFE CENTER OF THE NORTH COAST
    89686 HIGHWAY 202
    ASTORIA,OR97103
      PC UNRESTRICTED 5,000
    WILDLIFE SAFARI
    1790 SAFARI RD
    WINSTON,OR97496
      PC UNRESTRICTED 10,000
    WILLIAM TEMPLE HOUSE
    2023 NW HOYT ST
    PORTLAND,OR97029
      PC UNRESTRICTED 10,000
    WINSTON AREA COMMUNITY PARTNERSHIP
    440 SE GRAPE NO MAIL DELIVERY
    WINSTON,OR97496
      PC UNRESTRICTED 4,000
    WORLD OF SPEED
    27490 SW 95TH AVE
    WILSONVILLE,OR97070
      PC UNRESTRICTED 7,500
    WRITE AROUND PORTLAND
    133 SW 2ND AVE SUITE 304
    PORTLAND,OR97204
      PC UNRESTRICTED 3,000
    YMCA OF DOUGLAS COUNTY
    1151 NW STEWART PARKWAY
    ROSEBURG,OR974711902
      PC UNRESTRICTED 4,000
    YOUTH EMPOWERMENT SHELTER
    PO BOX 107
    THE DALLES,OR97058
      PC UNRESTRICTED 1,250
    YOUTH PROGRESS ASSOCIATION
    12141 NE HALSEY ST
    PORTLAND,OR97220
      PC UNRESTRICTED 5,000
    YWCA CLARK COUNTY
    3609 MAIN STREET
    VANCOUVER,WA98663
      PC UNRESTRICTED 4,000
    YWCA OF GREATER PORTLAND
    PO BOX 4587
    PORTLAND,OR97208
      PC UNRESTRICTED 5,000
    Total .................................bullet 3a 1,413,355
    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 ...........
             
    4 Dividends and interest from securities....     14 737,503  
    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 ............
        18 765,386  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,502,889 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,502,889
    (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:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,672 7,336   7,336

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GE CAPITAL CORP, 5.875%, DUE 2038 98,296 95,700

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY (MMM) 1500 SHARES 14,497 285,810
    ABBOTT LABORATORIES (ABT) 3047 SHARES 119,502 220,390
    ABIOMED INC (ABMD) 6000 SHARES 112,374 1,950,240
    ADIENT PLC COM (ADNT) 417 SHARES 19,426 6,280
    ALLERGAN PLC (AGN) 2000 SHARES 288,000 267,320
    ALTRIA GROUP INC (MO) 18000 SHARES 703 889,020
    AMERICAN TOWER CORP (AMT) 3000 SHARES 125,895 474,570
    ANADARKO PETROLEUM CORP (APC) 2774 SHARES 4,407 121,612
    APPLE INC (AAPL) 3500 SHARES 80,091 552,090
    AT&T INC (T) 15874 SHARES 232,687 453,044
    BANK OF HAWAII CORP (BOH) 5000 SHARES 4,622 336,600
    BANK OF NEW YORK MELLON CORP (BK) 3773 SHARES 23,799 177,595
    BRISTOL MYERS/SQUIBB (BMY) 3500 SHARES 92,793 181,930
    CENTURYLINK, INC. (CTL) 1500 SHARES 51,406 22,725
    CHEMOURS COMPANY (CC) 400 SHARES 4,226 11,288
    CHEVRON CORP (CVX) 8000 SHARES 72,511 870,320
    CIGNA CORPORATION (CI) 1808 SHARES 325,257 343,375
    CISCO SYSTEMS INC (CSCO) 7000 SHARES 133,326 303,310
    CITRIX SYSTEMS INC (CTXS) 2150 SHARES 98,109 220,289
    CNX RESOURCES CORPORATION (CNX) 3800 SHARES 107,708 43,396
    COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION (CTSH) 2000 SHARES 62,559 126,960
    CONSOL ENERGY INC (CNX) 475 SHARES 23,157 15,062
    CUMMINS INC (CMI) 500 SHARES 37,962 66,820
    DAIMLER AG ORD NPV (REGD) 1200 SHARES 88,822 63,324
    DANAHER CORP (DHR) 4000 SHARES 89,961 412,480
    DICK'S SPORTING GOODS INC (DKS) 2000 SHARES 99,602 62,400
    DOWDUPONT INC (DWDP) 2564 SHARES 78,612 137,123
    E*TRADE FINANCIAL CORP (ETFC) 2000 SHARES 44,815 87,760
    EASTMAN CHEMICAL CO. (EMN) 1000 SHARES 75,047 73,110
    EATON CORP (ETN) 4075 SHARES 171,962 279,790
    EBAY INC (EBAY) 2000 SHARES 33,750 56,140
    EDISON INTERNATIONAL (EIX) 3000 SHARES 54,899 170,310
    ESTERLINE TECHNOLOGIES CORP (ESL) 1000 SHARES 60,558 121,450
    EXXON MOBIL CORP (XOM) 9000 SHARES 76,198 613,710
    FACEBOOK INC (FB) 2000 SHARES 51,700 262,180
    FACTSET RESEARCH SYSTEMS INC (FDS) 1000 SHARES 71,166 200,130
    FISERV INC (FISV) 6000 SHARES 102,539 440,940
    FORTIVE CORP COM (FTV) 2000 SHARES 27,190 135,320
    FORTUNE BRANDS INC (FO) 5900 SHARES 5,907 224,141
    GENERAL MILLS INC (GIS) 8000 SHARES 51,020 311,520
    GOOGLE INC CLASS A (GOOG) 200 SHARES 49,588 207,122
    GOOGLE INC CLASS A 1 (GOOGL) 200 SHARES 49,878 208,992
    GRAINGER, WW INC (GWW) 1000 SHARES 108,312 282,360
    HERCULES TECH GROWTH CAP INC (HTGC) 5000 SHARES 54,014 55,250
    HESS CORPORATION (HES) 1500 SHARES 121,133 60,750
    HOME DEPOT INC (HD) 5000 SHARES 121,852 859,100
    HUBBELL INC (HUBB) 2040 SHARES 15,504 202,654
    IBM CORP (IBM) 1500 SHARES 35,663 170,505
    INTEL CORP (INTC) 2000 SHARES 75,388 93,860
    ISHARES TR S&P GLOBAL HEALTHCARE SECTOR (IXJ) 600 SHARES 14,258 33,990
    ISHS MSCI USA ESG SL ETF (SUSA) 200 SHARES 10,986 20,628
    JM SMUCKER CO (SJM) 1647 SHARES 52,081 153,978
    JOHNSON & JOHNSON (JNJ) 1000 SHARES 61,498 129,050
    JOHNSON CONTROLS INC (JCI) 4178 SHARES 190,893 123,878
    JUNIPER NETWORKS INC (JNPR) 3000 SHARES 51,560 80,730
    LABORATORY CORP (LH) 1000 SHARES 70,108 126,360
    LOGMEIN INC. (LOGM) 369 SHARES 25,196 30,099
    LOWES COMPANIES (LOW) 6000 SHARES 145,550 554,160
    MCDONALD'S CORP (MCD) 1000 SHARES 91,435 177,570
    MICHAEL KORS HOLDINGS LIMITED (KORS) 1500 SHARES 74,933 56,880
    MONDELEZ INTERNATIONAL INC (MDLZ) 5000 SHARES 188 200,150
    NORTHWEST NATURAL GAS CO (NWN) 3000 SHARES 64,895 181,380
    NOVARTIS (NVS) 1000 SHARES 54,444 85,810
    PARK CITY GROUP INC (PCYG) 5000 SHARES 45,813 29,850
    PAYPAL HOLDINGS INC. (PYPL) 2000 SHARES 47,808 168,180
    PEPSICO INC (PEP) 3000 SHARES 12,329 331,440
    PFIZER INC (PFE) 20000 SHARES 54,576 873,000
    PHILLIP MORRIS INTERNATIONAL INC (PM) 13500 SHARES 1,202 901,260
    POWERSHARES DB COMMODITY INDEX (DBC) 4000 SHARES 88,454 57,960
    POWERSHARES EXCHANGE TRADED - DEVELOPED MARKETS (PIZ) 1100 SHARES 19,896 25,262
    POWERSHARES EXCHANGE TRADED - EMERGING MARKETS (PIE) 1400 SHARES 20,852 21,784
    POWERSHARES EXCHANGE TRADED - TECHNICAL LEADERS (PDP) 1500 SHARES 36,038 72,705
    PROCTER & GAMBLE CO (PG) 10763 SHARES 12,775 989,335
    QUALCOMM INC (QCOM) 2000 SHARES 127,924 113,820
    SCHNITZER STEEL INDUSTRIES (SCHN) 2000 SHARES 46,090 43,100
    SECTOR SPDR TRUST (XLK) 4000 SHARES 88,406 247,920
    SPIRE INC COM (SR) 2500 SHARES 105,006 185,200
    STURM RUGER & CO INC (ST2.SG) 1500 SHARES 87,756 79,830
    TARGET CORP (TGT) 2000 SHARES 84,208 132,180
    TELUS CORP (TU) 4000 SHARES 112,739 132,560
    TEXTAINER GROUP HOLDINGS LIMITED (TGH) 4000 SHARES 110,395 39,840
    THE GOLDMAN SACHS GROUP INC (GS) 500 SHARES 51,695 83,525
    TIMKEN CO (TKR) 5000 SHARES 43,839 186,600
    TIMKENSTEEL CORP (TMST) 2500 SHARES 18,377 21,850
    UNION PACIFIC CORP (UNP) 14400 SHARES 9,046 1,990,512
    US BANCORP (USB) 32000 SHARES 25,561 1,462,400
    WELLS FARGO & CO (WFC) 26000 SHARES 5,408 1,198,080
    WESTERN DIGITAL (WDC) 3000 SHARES 116,468 110,910
    WEYERHAEUSER CO (WY) 5405 SHARES 62,469 118,153
    WHITING PETE CORP NEW COM (WLL) 600 SHARES 105,064 13,614
    YUM CHINA HOLDINGS INC COM (YUMC) 1500 SHARES 31,225 50,295
    YUM! BRANDS INC (YUM) 1500 SHARES 72,357 137,879

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    US Government Securities - End of Year Book Value:

    46,918
    US Government Securities - End of Year Fair Market Value:

    51,563
    State & Local Government Securities - End of Year Book Value:


    1,239,618
    State & Local Government Securities - End of Year Fair Market Value:


    1,806,857


    TY 2018 OtherDecreasesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Description Amount
    RETURN OF CAPITAL 5,927


    TY 2018 OtherExpensesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 403 202   201
    SUBSCRIPTIONS 750 375   375
    OFFICE EXPENSE 6,099 2,866   3,232
    INSURANCE 2,894 1,447   1,447
    P.O. BOX RENT 572 286   286
    PAYROLL SERVICES 1,378 459   919


    TY 2018 OtherIncreasesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Description Amount
    BOND PREMIUM ADJUSTMENT 5,768


    TY 2018 TaxesSchedule
    Name:
    THE AUTZEN FOUNDATION
    EIN:
    93-6021333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON DEPARTMENT OF JUSTICE CT-12 FEE 1,158 0   1,158
    FOREIGN TAX PAID 3,057 3,057   0
    FEDERAL EXCISE TAX 29,352 0   0