-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
Blanche Fischer Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
4931 SW 76th Ave 346
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland
,
OR
97225
A Employer identification number
93-0790099
B
Telephone number (see instructions)
(503) 246-4941
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,935,312
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
49,195
49,195
49,195
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
52,359
b
Gross sales price for all assets on line 6a
148,363
7
Capital gain net income (from Part IV, line 2)
...
52,359
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
19,438
19,438
19,438
12
Total.
Add lines 1 through 11
........
120,992
120,992
68,633
13
Compensation of officers, directors, trustees, etc.
900
300
600
600
14
Other employee salaries and wages
......
23,890
470
23,420
23,420
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
2,157
717
1,440
1,440
b
Accounting fees (attach schedule)
.......
1,520
507
1,013
1,013
c
Other professional fees (attach schedule)
....
13,005
13,005
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,587
3,217
1,370
1,370
19
Depreciation (attach schedule) and depletion
...
300
0
300
20
Occupancy
..............
1,868
0
1,868
1,868
21
Travel, conferences, and meetings
.......
1,112
0
1,112
1,112
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
3,962
0
3,962
3,962
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
53,301
18,216
35,085
34,785
25
Contributions, gifts, grants paid
.......
38,428
38,428
26
Total expenses and disbursements.
Add lines 24 and 25
91,729
18,216
35,085
73,213
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
29,263
b
Net investment income
(if negative, enter -0-)
102,776
c
Adjusted net income
(if negative, enter -0-)
...
33,548
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
1
Cash—non-interest-bearing
.............
13,758
16,412
16,412
2
Savings and temporary cash investments
.........
43,518
43,009
43,009
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
500
500
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,546,763
1,576,071
1,647,591
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
227,700
227,700
227,700
14
Land, buildings, and equipment: basis
1,243
Less: accumulated depreciation (attach schedule)
1,143
400
100
100
15
Other assets (describe
)
2,767
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,834,906
1,863,792
1,935,312
17
Accounts payable and accrued expenses
..........
72
72
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
)
2,289
1,912
23
Total liabilities
(add lines 17 through 22)
.........
2,361
1,984
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
1,832,545
1,861,808
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
1,832,545
1,861,808
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,834,906
1,863,792
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
1,832,545
2
Enter amount from Part I, line 27a
.....................
2
29,263
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,861,808
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,861,808
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
NFS LLC 5797
P
b
NFS LLC 5797
P
c
Capital Gains Dividends
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
8,458
8,577
-119
b
102,014
87,427
14,587
c
37,891
37,891
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
-119
b
14,587
c
37,891
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
52,359
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
...................
3
-119
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?
Yes
No
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
99,044
1,765,579
0.056097
2017
76,779
1,793,608
0.042807
2016
78,505
1,688,241
0.046501
2015
112,743
1,803,337
0.062519
2014
86,634
1,890,761
0.045820
2
Total
of line 1, column (d)
.....................
2
0.253744
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
0.050749
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,800,083
5
Multiply line 4 by line 3
......................
5
91,352
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,028
7
Add lines 5 and 6
........................
7
92,380
8
Enter qualifying distributions from Part XII, line 4
,.............
8
73,213
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
and enter “N/A" on line 1.
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
2,056
here
and 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
2,056
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
2,056
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,800
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,800
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
30
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
286
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
OR
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
Yes
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
www.bff.org
14
The books are in care of
ANGELA BURNETT
Telephone no.
(503) 246-4941
Located at
4931 SW 76TH AVE 346
PORTLAND
OR
ZIP+4
97225
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
DENNIS WEIRICH
PRESIDENT
2.00
0
0
0
C/O BLANCHE FISCHER FDN 1509 SW
SUNSET BLVD 1-B
PORTLAND
,
OR
97239
ANGELA BURNETT
TREASURER
4.00
900
0
0
C/O BLANCHE FISCHER FDN 1509 SW
SUNSET BLVD 1-B
PORTLAND
,
OR
97239
SUSAN WEILAND
SECRETARY
2.00
0
0
0
C/O BLANCHE FISCHER FDN 1509 SW
SUNSET BLVD 1-B
PORTLAND
,
OR
97239
CATHY SANDERS
GRANT CHAIR
2.00
0
0
0
C/O BLANCHE FISCHER FDN 1509 SW
SUNSET BLVD 1-B
PORTLAND
,
OR
97239
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
...................
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
.............
0
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
CHARITABLE ACTIVITIES CONSIST SOLELY OF GIVING MONEY TO OR FOR DISABLED OR PHYSICALLY HANDICAPPED PEOPLE SHOWING FINANCIAL NEED IN THE STATE OF OREGON.
73,213
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
.........................
0
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
1,571,715
b
Average of monthly cash balances
.......................
1b
25,313
c
Fair market value of all other assets (see instructions)
................
1c
230,467
d
Total
(add lines 1a, b, and c)
.........................
1d
1,827,495
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,827,495
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
27,412
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,800,083
6
Minimum investment return.
Enter 5% of line 5
..................
6
90,004
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
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
73,213
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
73,213
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
73,213
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
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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
33,548
22,952
16,234
11,798
84,532
b
85% of line 2a
.........
28,516
19,509
13,799
10,028
71,852
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
73,213
100,844
76,779
78,505
329,341
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
0
0
0
0
0
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
73,213
100,844
76,779
78,505
329,341
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
0
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
0
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
60,003
58,853
59,787
56,275
234,918
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)
....
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
(3)
Largest amount of support
from an exempt organization
0
(4)
Gross investment income
0
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BLANCHE FISCHER FOUNDATION
4931 SW 76TH AVE 346
PORTLAND
,
OR
97225
(503) 246-4941
INFOBFF@QUESTOFFICE.NET
b
The form in which applications should be submitted and information and materials they should include:
PER APPLICATION - SEE COPY OF APPLICATION ATTACHED
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST HAVE DISABILITIES OF A PHYSICAL NATURE AND DEMONSTRATE FINANCIAL NEED WHILE RESIDING IN THE STATE OF OREGON.
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)
a
Paid during the year
Addis Christopher
335 NW 19th Ave 106
Portland
,
OR
97209
None
Trampoline Ladder
50
Addis Christopher
940 NE Hassalo St 109
Portland
,
OR
97220
None
Trampoline
969
Ahseln David Scott
655 NW Hoyt St 602
Portland
,
OR
97209
None
portable air conditioner
300
Ayers Joanie
3745 Bayonne Dr SE
Salem
,
OR
97317
None
portable air conditioner
300
Boyd Linda
1335 Laurel St
Lake Oswego
,
OR
97214
None
Portable Air Conditioner
339
Brost Cindy
305 S 7th St
St Helens
,
OR
97051
None
threshold ramp
200
Buckland Robert
2206 SE 44 th Ave 310
Hillsboro
,
OR
97123
None
Portable Air Conditioner
300
Carr Richard
903 Lakeshore Dr
Port Orford
,
OR
97465
None
trailer hitch accessories
272
Carr Richard
1218 SW Washington Apt 510
Portland
,
OR
97205
None
trailer hitch
171
Chappel Barbara
305 S 7th St
St Helens
,
OR
97051
None
battery, battery charger, nose cannula
561
Claassen Aaron
2206 SE 44th Ave Apt 170
Hillsboro
,
OR
97123
None
Leg Bag Emptier
572
Clark Shawnee
12330 SE Bush St 1
Portland
,
OR
97236
None
Portable Air Conditioner
339
Clemmons Doris
1020 NW 9th Ave 707
Portland
,
OR
97209
None
Portable Air Conditioner
280
Cobb Sharon
2206 SE 44 th Ave 310
Hillsboro
,
OR
97123
None
Lift Chair and White Glove Delivery
998
Daniel Trevor
3601 Hilyard St Apt 10
Eugene
,
OR
97405
None
bag emptier replacement part and Support Band
236
Daniel Trevor
3601 Hilyard St Apt 10
Eugene
,
OR
97405
None
Electric Bag Emptier
414
Daniel Trevor
3601 Hilyard St Apt 10
Eugene
,
OR
97405
None
Medical Supplies
131
Davis Aimee
2500 N Williams Apt 308
Portland
,
OR
97227
None
Portable Air Conditioner
300
DeMarco Mary
655 NW Hoyt St Apt 505
Portland
,
OR
97209
None
Scout Spitfire 3 Scooter
729
Dunsmoor James
4723 Tree Ln NE
Salem
,
OR
97305
None
hiking boots and sandals
265
Dunsmoor James
655 NW Hoyt St 702
Portland
,
OR
97209
None
hiking poles
41
Dunsmoor James
22701 NE Halsey St F-137
Fairview
,
OR
97024
None
shower grab bar
18
Eddins Yvonne
41850 SE Hwy 26
Sandy
,
OR
97055
None
Portable Air Conditioner
300
Evergreen Heather
915 NE Schuyler St 904
Portland
,
OR
97212
None
Dishwasher
683
Forbis Charlene
1025 Park Ave NE
Salem
,
OR
97301
None
Portable Air Conditioner
339
Ford Susan
94141 Caughell St 3
Gold Beach
,
OR
97444
None
Compression Leg Wraps
315
Forest Zachary
1927 NE 66th Ave 177
Portland
,
OR
97213
None
noise cancelling headphones
228
Gierlich Dianna
1218 SW Washington 305
Portland
,
OR
97205
None
portable air conditioner
300
Grossman Ian
2515 Willakenzie Rd 2
Eugene
,
OR
97401
None
Austin Air Purifier
595
Hardy Robert Jessie
3755 Hawthorne Ave NE Apt 65
Salem
,
OR
97301
None
Portable Air Conditioner
310
Heagy Ron
45 NE Sacramento St
Portland
,
OR
97212
None
iPad Pro 12" 512 GB
1,150
Henry Jeffrey
915 NE Schuyler St 701
Portland
,
OR
97212
None
Portable Air Conditioner
339
Hicks Mary
2206 SE 44 th Ave 310
Hillsboro
,
OR
97123
None
Bedside Table and Standing Poles
388
Hogg Georgina
330 E Madison Ave
Cottage Grove
,
OR
94724
None
portable air conditioner
300
Hopkins Cynthia
1906 N Webster St
Portland
,
OR
97217
None
Laptop bundle and printer
406
Hopkins Cynthia
1906 N Webster St
Portland
,
OR
97217
None
Laptop bundle and printer
130
Inguagiato Debora
2420 Willakenzie Rd Apt 1
Eugene
,
OR
97401
None
Portable Air Conditioner (2)
678
Jaentsch Deborah
20300 SE Morrison Terrace C-1015
Gresham
,
OR
97030
None
Maytag dryer
556
Jones Pearl
1218 SW Washington 216
Portland
,
OR
97205
None
Portable Air Conditioner
339
Kleve Russell
4410 Catalina St
Eugene
,
OR
97402
None
Recliner
1,148
Kofi James
2041 NW Everett St Apt 203
Portland
,
OR
97209
None
Portable Air Conditioner
300
Kruit Cynthia
2206 SE 44th Ave Apt 170
Hillsboro
,
OR
97123
None
power chair battery
349
Lawhorn Barbara
915 NE Schuyler St Apt 504
Portland
,
OR
97212
None
Portable Air Conditioner
310
Lickey Misty
3554 Manor Dr NE
Salem
,
OR
97301
None
van repair (deposit)
450
Lickey Misty
4601 SE Cesar E Chavez Blvd 207
Portland
,
OR
97202
None
van repair (final invoice)
635
Mathnay Agnes
2835 SE 47th Ave 44
Portland
,
OR
97206
None
ramp
480
Mayfield Roxie
305 7th St 110
Fairview
,
OR
97204
None
dual generator
1,249
McGull Alzenia
41850 SE Hwy 26
Sandy
,
OR
97055
None
Portable Air Conditioner
310
McNeal Hugh
13825 SE Stark St Apt 25
Portland
,
OR
97233
None
Portable Air Conditioner
310
Meija Francisco
1839 NE 14th Ave 315
Portland
,
OR
97212
None
Portable Air Conditioner
310
Melick Emily
1839 NE 14th Apt 103
Portland
,
OR
97212
None
automatic jar opener; replacement for V12-29-01B
47
Morales Arthur
731 SW Salmon St Apt 417
Portland
,
OR
97205
None
Portable Air Conditioner
339
Morrill Alice
14290 Marjorie Lane 1086
Oregon City
,
OR
97045
None
Portable Air Conditioner
339
Neal William
PO Box 1108 ACP 0097-16
Salem
,
OR
97308
None
ramp
161
Nelson Kitty
915 NE Schuyler St 704
Portland
,
OR
97212
None
adjustable base (bed)
900
Niles Jackson
1150 Marie Dr
McMinnville
,
OR
97128
None
ramp
442
Peterson Beverly
1218 SW Washington 406
Portland
,
OR
97205
None
Portable Air Conditioner
310
Phongluangtham Jasmine
1030 E Ellendale Ave 28
Dallas
,
OR
97338
None
portable air conditioner
300
Pitman Marilyn
1839 NE 14th Ave 213
Portland
,
OR
97212
None
Portable Air Conditioner
339
Rahman Thayeebur
335 NW 19th Ave 911
Portland
,
OR
97209
None
Portable Air Conditioner
339
Raye Sunny
2500 N Williams 403
Portland
,
OR
97227
None
Drive Medical Scout Scooter
849
Reeves Malcolm
1826 Northwood Dr
Central Point
,
OR
97502
None
portable air conditioner
300
Robertson Eddie
PO Box 972
Albany
,
OR
97321
None
Portable Air Conditioner
339
Rogers Ginger
3726 SE 122nd Ave
Portland
,
OR
97236
None
Lift Seat Actuator
902
Rosso Michael
655 NW Hoyt St Apt 812
Portland
,
OR
97209
None
Portable Air Conditioner
339
Schields Jennifer
532 NW Everett St 203
Portland
,
OR
97209
None
shipping for leg bag emptier
12
Schwanz Todd
16544 NE Glisan St
Portland
,
OR
97230
None
Portable Air Conditioner
310
Shields Jennifer
4601 SE Cesar E Chavez Blvd 517
Portland
,
OR
97202
None
Leg Bag Emptier
556
Sonies John
2420 Willakenzie Rd Apt 1
Eugene
,
OR
97401
None
Portable Air Conditioner
339
Stuck Joshua
1170 32nd Pl
Forest Grove
,
OR
97116
None
repair powerchair
235
Tanner Debra
1220 SW 12th Ave 603
Portland
,
OR
97205
None
power chair battery
256
Tolbert Andrea
2206 SE 44th Ave 160
Hillsboro
,
OR
97123
None
Deap cleaning of apartment and organization
600
Tolbert Andrea
4601 SE Csar E Chavez Blvd 110
Portland
,
OR
97202
None
Deap cleaning of apt and organization-Final Payment
600
Tortenson Dave
915 NE Schuyler St 304
Portland
,
OR
97212
None
Parkinson's boxing classes
540
Ulrey Liam
2525 Cal Young Road 121
Eugene
,
OR
97401
None
Cranial remolding helmet
799
Vargas David
655 NW Hoyt St Apt 619
Portland
,
OR
97209
None
Portable Air Conditioner
310
Walker Keith
1839 NE 14th Ave 307
Portland
,
OR
97212
None
ramp
419
Wilcher Perri Lynn
1240 SW Columbia St Apt 903
Portland
,
OR
97201
None
Portable Air Conditioner
310
Williams Karen
655 NW Hoyt 425
Portland
,
OR
97209
None
Purple Mattress
1,200
Wilson Deanna
1133 Olive St 211
Eugene
,
OR
97401
None
oil filled radiator
120
Wilson Deanna
1927 NE 66th Ave 177
Portland
,
OR
97213
None
oil filled radiator (mini)
50
Winston Azzie
405 SW 11th Apt 49
Hermiston
,
OR
97838
None
Portable Air Conditioner
310
Zakrezewski Justin
305 7th St 110
Fairview
,
OR
97204
None
Hoyer lift
1,119
Zipf Steven
8 NW 8th Ave No 1010
Portland
,
OR
97209
None
Portable Air Conditioner
339
Lincoln City Driftwood Library
801 SW Hwy 101 201
Lincoln City
,
OR
97367
None
Artifacts and paintings
2,767
Total
.................................
3a
38,428
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
49,195
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
19,438
8
Gain or (loss) from sales of assets other than
inventory
............
52,359
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
120,992
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
120,992
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
3
THIS ORGANIZATION ENGAGES IN NO SERVICE PER SE, AND SEEKS NO
4
CONTRIBUTIONS. IT MAINTAINS ITS INVESTMENTS AND FROM THAT SOURCE
7
OBTAINS THE FUNDS THAT IT PAYS OUT TO OR FOR QUALIFYING APPLICANTS
11
AND CHARITABLE ORGANIZATIONS, WHICH ALSO HAVE 501(C) (3) STATUS.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description