Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HE ANDERSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6663 SW BEAVERTON HILLSDALE HWY 46
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97225
A Employer identification number

20-5425714
B Telephone number (see instructions)

(503) 784-2217
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$7,775,301J 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) 5,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 14,655 14,655  
4 Dividends and interest from securities... 99,453 99,045  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,648
b Gross sales price for all assets on line 6a 323,372
7 Capital gain net income (from Part IV, line 2)... 50,648
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)....... Click to see attachment 333 333  
12 Total. Add lines 1 through 11........ 5,165,089 164,681  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,000 0   24,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,793 2,959   11,834
c Other professional fees (attach schedule).... Click to see attachment 40,841 40,841   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,452 2,446   3,339
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 475 385   90
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,561 46,631   39,263
25 Contributions, gifts, grants paid....... 435,872 435,872
26 Total expenses and disbursements. Add lines 24 and 25 523,433 46,631   475,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,641,656
b Net investment income (if negative, enter -0-) 118,050
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.............      
2 Savings and temporary cash investments......... 201,757 776,071 776,071
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) 0 Click to see attachment1,490,461 1,491,600
b Investments—corporate stock (attach schedule)....... 2,319,546 Click to see attachment4,027,231 4,402,105
c Investments—corporate bonds (attach schedule)....... 252,576 Click to see attachment1,143,762 1,105,525
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) 2,773,879 7,437,525 7,775,301
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,773,879 7,437,525
30 Total net assets or fund balances (see instructions)..... 2,773,879 7,437,525
31 Total liabilities and net assets/fund balances (see instructions). 2,773,879 7,437,525
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
2,773,879
2
Enter amount from Part I, line 27a .....................
2
4,641,656
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
37,662
4
Add lines 1, 2, and 3 ..........................
4
7,453,197
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,672
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,437,525
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 KEY BANK #51605 CAPITAL GAIN DISTRIBUTION      
b KEY BANK #51605 STOCK SALES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 628     628
b 322,744   272,724 50,020
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       628
b       50,020
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 50,648
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 225,082 3,512,531 0.064080
2016 185,613 3,263,805 0.056870
2015 189,009 3,389,496 0.055763
2014 179,640 3,457,931 0.051950
2013 175,246 3,166,422 0.055345
2
Total of line 1, column (d) .....................
2
0.284008
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
0.056802
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,913,376
5
Multiply line 4 by line 3......................
5
279,090
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,181
7
Add lines 5 and 6........................
7
280,271
8
Enter qualifying distributions from Part XII, line 4,.............
8
475,135
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 1,181
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 1,181
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 1,181
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,090
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.............. Part VI Line 7 - Tax Paid with the Original Return: 91 7 1,181
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletGRETCHEN PILIP Telephone no.bullet (503) 784-2217

    Located atbullet13120 COUNTRY CLUB DRIVE UNIT 501LAKEWOODWA ZIP+4bullet98498
    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
    GRETCHEN PILIP PRESIDENT
    40.00     		24,000 0 0
    6663 SW BEAVERTON HILLSDALE HWY 46
    PORTLAND,OR97225
    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
    4,035,260
    b
    Average of monthly cash balances.......................
    1b
    952,939
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,988,199
    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
    4,988,199
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    74,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,913,376
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    245,669
    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
    245,669
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,181
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,181
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,488
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,488
    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
    244,488
    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
    475,135
    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
    475,135
    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
    1,181
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    473,954
    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 7 244,488
    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...... 22,433
    b From 2014...... 19,011
    c From 2015...... 21,100
    d From 2016...... 23,673
    e From 2017...... 50,555
    fTotal of lines 3a through e........ 136,772
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 475,135
    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..... 244,488
    e Remaining amount distributed out of corpus 230,647
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 367,419
    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) ...     		22,433
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		344,986
    10 Analysis of line 9:
    a Excess from 2014.... 19,011
    b Excess from 2015.... 21,100
    c Excess from 2016.... 23,673
    d Excess from 2017.... 50,555
    e Excess from 2018.... 230,647
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ANNIE WRIGHT SCHOOL
    827 NORTH TACOMA AVENUE
    TACOMA,WA98403     		NONE PC GENERAL OPERATIONS 47,380
    BOYS AND GIRLS CLUB
    3875 SOUTH 66TH STREET
    TACOMA,WA98409     		NONE PC GENERAL OPERATIONS 25,000
    CHILDREN'S CENTER
    1713 PENN LANE
    OREGON CITY,OR97045     		NONE PC GENERAL OPERATIONS 2,000
    JUNIOR LEAGUE OF PORTLAND
    5100 SW MACADAM AVE SUITE 450
    PORTLAND,OR97239     		NONE PC GENERAL OPERATIONS 57,000
    MULTICARE HEALTH FOUNDATION
    PO BOX 5299
    TACOMA,WA98415     		NONE PC GENERAL OPERATIONS 100,000
    ST FRANCIS CABRINI
    5715 108TH ST SW
    LAKEWOOD,WA984992285     		NONE PC GENERAL OPERATIONS 20,900
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    4738 11TH AVE NE
    SEATTLE,WA98105     		NONE PC GENERAL OPERATIONS 1,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVE SUITE 410
    EUGENE,OR974032253     		NONE PC GENERAL OPERATIONS 99,592
    UNIVERSITY PLACE PRESBYTERIAN CHURCH
    8101 27TH STREET WEST
    UNIVERSITY PLACE,WA98466     		NONE PC GENERAL OPERATIONS 2,000
    EISENHOWER MEDICAL CENTER
    39000 BOB HOPE DR
    RANCHO MIRAGE,CA92270     		NONE PC GENERAL OPERATIONS 1,000
    REMEMBERING AMERICA'S HEROES
    PO BOX 586
    CANBY,OR97013     		NONE PC GENERAL OPERATIONS 1,000
    PACIFIC CREST COMMUNITY SCHOOL
    116 NE 29TH AVENUE
    PORTLAND,OR97232     		NONE PC GENERAL OPERATIONS 10,000
    FORT WORTH OPERA
    3901 S HULEN ST
    FORT WORTH,TX76109     		NONE PC GENERAL OPERATIONS 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    6915 SW MACADAM AVE SUITE 100
    PORTLAND,OR97219     		NONE PC GENERAL OPERATIONS 2,000
    NORTHWEST ACADEMY
    1130 SW MAIN STREET
    PORTLAND,OR972052047     		NONE PC GENERAL OPERATIONS 10,000
    INDIGO RANCH RESCUE
    15640 AIRPORT WAY
    VERNONIA,OR97064     		NONE PC GENERAL OPERATIONS 2,000
    DON BOSCO CENTERS
    309 BENTON BLVD
    KANSAS CITY,MO64124     		NONE PC GENERAL OPERATIONS 3,000
    PACIFIC LUTHERAN UNIVERSITY
    12180 PARK AVE S
    TACOMA,WA98447     		NONE PC GENERAL OPERATIONS 45,000
    MEALS ON WHEELS
    7710 SW 31ST AVENUE
    PORTLAND,OR972190477     		NONE PC GENERAL OPERATIONS 2,000
    Total .................................bullet 3a 435,872
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 14,655  
    4 Dividends and interest from securities....     14 99,453  
    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.....     14 333  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 50,648  
    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).. 0 165,089 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    165,089
    (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:  
    Part VI Line 7 - Tax Paid with the Original Return: 91


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    HE ANDERSON FAMILY FOUNDATION
     
    Employer identification number

    20-5425714
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    HE ANDERSON FAMILY FOUNDATION
          		Employer identification number
    20-5425714
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF VIVIAN ANDERSON  
    6663 SW BEAVERTON HILLSDALE HWY 46
     
    PORTLAND, OR97225

    		$ 5,000,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    HE ANDERSON FAMILY FOUNDATION
          		Employer identification number

    20-5425714
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    HE ANDERSON FAMILY FOUNDATION
          		Employer identification number

    20-5425714
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,793 2,959   11,834

    TY 2018 GeneralExplanationAttachment
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Identifier Return Reference Explanation
    FORM 990-PF, EXPLANATION FOR AMENDED RETURN FORM 990-PF, PART X, LINE 1A - AMENDED RETURN EXPLANATION FORM 990-PF, EXPLANATION FOR AMENDED RETURNH.E. ANDERSON FAMILY FOUNDATIONEIN: 20-5425714THIS RETURN IS BEING AMENDED TO CORRECT THE DISCLOSURE OF THE AVERAGE MONTHLY FAIR MARKET VALUE OF SECURITIES AT PART X, LINE 1A. THE AMOUNT REPORTED ON THIS LINE ON THE ORIGINALLY FILED RETURN INADVERTENTLY MISCALCULATED THE CORRECT AVERAGE MONTHLY VALUES OF SECURITIES. CHANGE TO PART X, LINE 1A: INCREASE OF $791,364CHANGE TO PART X, LINE 6: INCREASE OF $38,975RESULTING FROM THIS CHANGE TO PART X, THE FOLLOWING SECTIONS OF THE ORGANIZATION'S AMENDED RETURN ALSO REFLECT CHANGES FROM THE ORIGINALLY FILED RETURN, DUE TO THE CHANGE NOTED ABOVE - CHANGE TO PART XI, LINE 1: INCREASE OF $38,975CHANGE TO PART XI, LINE 7: INCREASE OF $38,975CHANGE TO PART V, LINE 4: INCREASE OF $779,484CHANGE TO PART V, LINE 7: INCREASE OF $44,277CHANGE TO PART VI, LINE 7: INCREASE OF $91 TO REFLECT TAX PAID WITH ORIGINAL RETURNCHANGE TO PART XIII, LINE 1: INCREASE OF $38,975CHANGE TO PART XIII, LINE 9: DECREASE OF $38,975CHANGE TO PART XIII, LINE 9E, EXCESS FROM 2018: DECREASE OF $38,975THERE WERE NO OTHER CHANGES MADE TO THE 2018 RETURN.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AUTOZONE INC SENIOR NT DTD 4/29/2015 2.50000% DUE 4/15/2021 74,224 73,339
    BANK OF NEW YORK INC MED TERM BK NT SER G 50,117 49,885
    CHEVRON CORP SENIOR NT 50,303 49,757
    COLGATE-PALMOLIVE CO MED TERM NT 50,878 48,999
    FIFTH THIRD BANK MED TERM BK NT 50,455 49,410
    WELLS FARGO & CO MED TERM BK NT SER N DTD 2/2/2015 FL RT% DUE 1/30/2020 75,784 75,150
    NORTHERN LTD FD TR 203,048 199,459
    GOLDMAN SACHS ETF TRUST 200,158 200,100
    GOLDMAN SACHS BANK USA CD CLL 48,684 45,205
    CITIGROUP GLOBAL MKTS HLDGS 49,750 44,780
    CITIGROUP INC 96,500 87,380
    GS FINANCE CORP 48,250 45,546
    GS FINANCE CORP .6 48,611 44,165
    JP MORGAN CHASE FINANCIAL CO 97,000 92,350

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO COM MMM 20,063 28,772
    ABBVIE INC COM ABBV 29,081 52,180
    ALLSTATE CORP COM ALL 13,848 22,558
    ALPHABET INC COM CL A GOOGL 24,073 33,439
    AMAZON COM INC COM AMZN 15,281 13,518
    AMERICAN ELEC PWR INC COM AEP 21,560 34,679
    AMERICAN WATER WORKS CO INC COM 8,293 30,499
    APPLE INC COM AAPL 5,126 10,411
    AT&T INC COM T 72,079 61,561
    AUTOMATIC DATA PROCESSING INC COM 8,349 14,948
    BAXTER INTERNATIONAL INC COM BAX 22,148 55,091
    BERKSHIRE HATHAWAY INC COM CL B BRK/B 24,765 34,711
    BLACKROCK INC COM CL A BLK 18,349 24,748
    BOOKING HOLDINGS INC COM BKNG 22,982 24,109
    CISCO SYS INC COM CSCO 44,227 78,211
    COCA COLA CO COM KO 30,280 35,465
    CONOCOPHILLIPS COM COP 47,127 43,458
    DIAMONDBACK ENERGY INC 10,116 8,343
    DIGITAL REALTY TRUST INC REIT DLR 19,376 37,399
    DOMINION RESOURCES INC COM D 16,735 17,865
    EXXON MOBIL CORP COM XOM 12,023 9,956
    GENUINE PARTS CO COM GPC 9,422 10,850
    INTEL CORP COM INTC 24,400 48,103
    INTUITIVE SURGICAL INC COM ISRG 14,798 14,368
    ISHARES CORE MSCI EMERG MKTS CLOSED-END FUND 222,659 212,364
    ISHARES MSCI EAFE INDEX FUND CLOSED-END FUND 520,023 506,801
    ISHARES RUSSELL 2000 INDEX FUND CLOSED-END FUND 129,490 153,316
    ISHARES RUSSELL MIDCAP INDEX FD CLOSED-END FUND 127,518 145,575
    JOHNSON & JOHNSON COM JNJ 64,038 95,626
    JP MORGAN CHASE & CO COM JPM 22,485 68,236
    LOCKHEED MARTIN CORP COM LMT 14,972 32,206
    LYONDELLBASELL INDUSTRIES NV FGN COM CL A 13,146 23,950
    MCDONALDS CORP COM MCD 46,483 88,785
    MERCK & CO INC COM MRK 47,542 72,513
    METLIFE INC COM MET 21,194 22,378
    MFS RESEARCH INTERNATIONAL FUND OPEN-END FUND CL I MRSIX 73,828 79,070
    MICROSOFT CORP COM MSFT 25,094 79,225
    NEXTERA ENERGY INC COM NEE 10,755 21,554
    NISOURCE INC COM NI 2,649 7,352
    NORTHROP GRUMMAN CORP COM NOC 781 2,204
    PARSLEY ENERGY INC COM CL A PE 13,531 7,958
    PEPSICO INC COM PEP 20,477 25,963
    PFIZER INC COM PFE 17,075 34,396
    PNC FINANCIAL SERVICES GROUP INC COM 13,097 19,992
    PROCTER & GAMBLE CO COM PG 39,029 44,673
    REALTY INCOME CORP REIT O 8,354 13,806
    SOUTHERN CO COM SO 23,630 24,903
    SQUARE INC COM CL A SQ 7,641 6,843
    SYMANTEC CORP COM SYMC 15,357 11,809
    TRAVELERS COS INC COM TRV 10,082 20,238
    T ROWE PRICE EMERGING MKTS STK OPEN END FUND PRMSX 25,166 20,908
    US BANCORP COM USB 15,666 20,428
    VERIZON COMMUNICATIONS INC COM 53,384 62,629
    WAL MART STORES INC COM WMT 14,955 18,257
    WELLS FARGO CO COM WFC 26,349 28,247
    ZOETIS INC COM CL A ZTS 13,540 13,601
    ALPHABET INCO CLASS C CAPITAL STOCK 63,215 62,137
    AMAZON.COM INC 64,616 60,079
    AMGEN INC 63,445 64,241
    AT&T INC 61,642 57,080
    EMERSON ELECTRIC CO 62,486 53,775
    EXXON MOBIL CORP 63,691 54,552
    FACEBOOK INC CL A 63,308 56,369
    INVESCO QQQ TR UNIT SER 1 136,189 123,408
    MCDONALDS CORP 63,947 67,477
    MICRON TECHNOLOGY INC 64,499 53,941
    MICROSOFT CORP 63,254 60,942
    NEXTERA ENERGY INC 63,344 64,313
    NUCOR CORP 64,759 56,991
    PHILIP MORRIS INTERNATIONAL INC 64,570 50,070
    QUALCOMM INC 63,542 56,910
    SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY 51,659 40,145
    SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND 50,500 42,876
    SPDR S&P 500 ETF TRUST 277,356 249,926
    SPDR SER TR S&P BIOTECH ETF 50,720 38,028
    TEXAS INSTRUMENTS INCORPORATED 62,237 61,425
    UNITEDHEALTH GROUP INC 64,373 62,280
    US BANKCORP DEL COM 62,339 54,840
    3M COMPANY 63,651 62,878
    ALIBABA GROUP HOLDING LTD 61,595 61,682
    TORONTO-DOMINION BANK 61,803 54,692

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    US Government Securities - End of Year Book Value:

    1,490,461
    US Government Securities - End of Year Fair Market Value:

    1,491,600
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 OtherDecreasesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Description Amount
    TIMING DIFFERENCES 15,672


    TY 2018 OtherExpensesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 475 385   90


    TY 2018 OtherIncomeSchedule2
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 333 333 333


    TY 2018 OtherIncreasesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Description Amount
    FMV > COST BASIS FOR CHARITABLE DONATION OF STOCK 37,254
    NON-TAXABLE NON-DIVIDEND DISTRIBUTIONS 408


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 40,841 40,841   0


    TY 2018 SubstantialContributorsSch
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Name Address
    ESTATE OF VIVIAN ANDERSON 6663 SW BEAVERTON HILLSDALE HWY 46
    PORTLAND,OR97225


    TY 2018 TaxesSchedule
    Name:
    HE ANDERSON FAMILY FOUNDATION
    EIN:
    20-5425714
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 2,446 2,446   0
    PAYROLL TAXES 3,339 0   3,339
    FEDERAL INCOME TAXES 1,667 0   0