-
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
07-01-2019
, and ending
06-30-2020
Name of foundation
ROSE E TUCKER CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 0634
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE
,
WI
532010634
A Employer identification number
93-6119091
B
Telephone number (see instructions)
(503) 464-3580
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)
$
20,135,346
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
...
426,896
426,896
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
572,909
b
Gross sales price for all assets on line 6a
2,289,955
7
Capital gain net income (from Part IV, line 2)
...
572,909
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)
.......
55,569
12
Total.
Add lines 1 through 11
........
1,055,374
999,805
13
Compensation of officers, directors, trustees, etc.
174,654
135,588
36,666
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
38,390
0
0
38,390
b
Accounting fees (attach schedule)
.......
2,000
0
0
2,000
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
14,932
2,158
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
2,121
2,121
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
232,097
137,746
0
79,177
25
Contributions, gifts, grants paid
.......
1,268,500
1,268,500
26
Total expenses and disbursements.
Add lines 24 and 25
1,500,597
137,746
0
1,347,677
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-445,223
b
Net investment income
(if negative, enter -0-)
862,059
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
11,449
11,449
2
Savings and temporary cash investments
.........
292,466
57,768
57,768
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
9,454,314
8,186,291
11,430,049
c
Investments—corporate bonds (attach schedule)
.......
7,461,103
7,009,438
7,310,390
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,495,073
1,325,690
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
17,207,883
16,760,019
20,135,346
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
17,207,883
16,760,019
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)
.....
17,207,883
16,760,019
30
Total liabilities and net assets/fund balances
(see instructions)
.
17,207,883
16,760,019
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
17,207,883
2
Enter amount from Part I, line 27a
.....................
2
-445,223
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
16,762,660
5
Decreases not included in line 2 (itemize)
5
2,641
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
16,760,019
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
21422.451 RUSSELL EMERGING MARKETS CL S
2006-05-04
2019-12-16
b
48091.637 LAUDUS INTERNATIONAL MARKETMASTERS
2010-06-15
2019-12-16
c
4102.277 BAIRD AGGREGATE BOND FD INSTL
2016-06-22
2020-04-28
d
2516. ISHARES BARCLAYS INTERM GOVT ETF
2016-06-22
2020-04-28
e
6585.417 P I M C O FDS TOTAL RETURN FD
2010-09-14
2020-04-28
5650.021 TCW EMERGING MARKETS INCOME FUND
2016-06-22
2020-04-28
CAPITAL GAIN DIVIDENDS
P
(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
420,308
500,000
-79,692
b
1,169,108
768,023
401,085
c
47,504
45,166
2,338
d
291,960
282,924
9,036
e
70,201
75,620
-5,419
38,420
45,313
-6,893
252,454
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
-79,692
b
401,085
c
2,338
d
9,036
e
-5,419
-6,893
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
572,909
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
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
1,420,205
20,274,153
0.07005
2017
1,111,418
21,281,123
0.052226
2016
1,177,717
20,268,394
0.058106
2015
1,336,558
19,839,937
0.067367
2014
1,117,386
21,271,107
0.052531
2
Total
of line 1, column (d)
.....................
2
0.30028
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
0.060056
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
20,238,877
5
Multiply line 4 by line 3
......................
5
1,215,466
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,621
7
Add lines 5 and 6
........................
7
1,224,087
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,347,677
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
8,621
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
8,621
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
8,621
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
33,238
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
33,238
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
24,617
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
8,624
Refunded
11
15,993
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
US BANK
Telephone no.
(503) 464-3580
Located at
555 SW OAK
PORTLAND
OR
ZIP+4
97204
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
No
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
US BANK NA
CO-TRUSTEE
1
150,654
PO BOX 3168
PORTLAND
,
OR
97208
MILO E ORMSETH
CO-TRUSTEE
1
0
900 SW 5TH AVENUE
PORTLAND
,
OR
97204
TERRY PANCOAST
CO-TRUSTEE
1
12,000
900 SW 5TH AVENUE
PORTLAND
,
OR
97204
PENNY SERRURIER
CO-TRUSTEE
1
12,000
760 NW NINTH AVE SUITE 3000
PORTLAND
,
OR
97205
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
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
.........................
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
20,377,361
b
Average of monthly cash balances
.......................
1b
169,722
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
20,547,083
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
20,547,083
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
308,206
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
20,238,877
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,011,944
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
1,011,944
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,621
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,621
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,003,323
4
Recoveries of amounts treated as qualifying distributions
................
4
50,000
5
Add lines 3 and 4
............................
5
1,053,323
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,053,323
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,347,677
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,347,677
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
8,621
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,339,056
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
1,053,323
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
87,686
b
From 2015
......
372,671
c
From 2016
......
188,638
d
From 2017
......
58,904
e
From 2018
......
425,887
f
Total
of lines 3a through e
........
1,133,786
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,347,677
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,053,323
e
Remaining amount distributed out of corpus
294,354
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,428,140
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
87,686
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,340,454
10
Analysis of line 9:
a
Excess from 2015
....
372,671
b
Excess from 2016
....
188,638
c
Excess from 2017
....
58,904
d
Excess from 2018
....
425,887
e
Excess from 2019
....
294,354
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
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.)
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).)
NA
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.
NA
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:
ROSE E TUCKER CHARITABLE TRUST
900 SW FIFTH AVENUE SUITE 2600
PORTLAND
,
OR
97204
(503) 294-9558
b
The form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE - ROSE E TUCKER CHARITABLE TRUST
c
Any submission deadlines:
NO DEADLINES
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIORITY TO PROGRAMS IN EDUCATION, HEALTH & WELFARE, COMMUNITY DEVELOPMENT, SOCIAL SERVICE & ARTS & CULTURE, EMPHASIS IN THE PORTLAND METROPOLITAN AREA
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
FOODCORPS INC
2544 NW UPSHUR STREET
PORTLAND
,
OR
97210
NONE
PC
GENERAL OPERATING
30,000
IMAGO THEATRE MASK ENSEMBLE
PO BOX 15182
PORTLAND
,
OR
97293
NONE
PC
GENERAL OPERATING
2,000
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROAD
NEWPORT
,
OR
97365
NONE
PC
GENERAL OPERATING
30,000
OREGON SHAKESPEAREAN FESTIVAL ASSN
PO BOX 158 15 SOUTH PIONEER ST
ASHLAND
,
OR
97520
NONE
PC
GENERAL OPERATING
35,000
OUR UNITED VILLAGES
3625 N MISSISSIPPI AVE
PORTLAND
,
OR
97227
NONE
PC
GENERAL OPERATING
6,000
PORTLAND YOUTH BUILDERS
4816 SE 92ND AVE
PORTLAND
,
OR
97266
NONE
PC
GENERAL OPERATING
4,000
ADELANTE MUJERES
2420 19TH AVE
FOREST GROVE
,
OR
97116
NONE
PC
GENERAL OPERATING
3,500
TRANSITION PROJECTS INC
665 NW HOYT ST
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
7,500
ALBERTINA KERR CENTERS
424 NE 22ND AVE
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
2,500
OREGON COMMUNITY WAREHOUSE INC
3969 NE MARTIN LUTHER KING JR BLVD
PORTLAND
,
OR
97212
NONE
PC
GENERAL OPERATING
7,000
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEW
PORTLAND
,
OR
97239
NONE
PC
GENERAL OPERATING
2,500
URBAN GLEANERS
PO BOX 6344
PORTLAND
,
OR
97228
NONE
PC
GENERAL OPERATING
4,000
ST ANDREW LEGAL CLINIC
807 NE ALBERTA STREET
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
2,000
WHITE BIRD
PO BOX 99
PORTLAND
,
OR
97207
NONE
PC
GENERAL OPERATING
2,500
WALLOWA LAND TRUST
116 S RIVER ST
ENTERPRISE
,
OR
97828
NONE
PC
GENERAL OPERATING
10,000
WILLAMETTE UNIVERSITY
900 STATE STREET
SALEM
,
OR
97301
NONE
PC
GENERAL OPERATING
40,000
PORTLAND STREET MEDICINE
825 NE MULTNOMAH ST
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
3,500
ST JOHNS CENTER FOR OPPORTUNITY
8250 N LOMBARD ST
PORTLAND
,
OR
97203
NONE
PC
GENERAL OPERATING
2,500
FOOD ROOTS
PO BOX 1275
TILLAMOOK
,
OR
97141
NONE
PC
GENERAL OPERATING
2,500
WORLD FORESTRY CENTER
4033 SW CANYON RD
PORTLAND
,
OR
97221
NONE
PC
GENERAL OPERATING
5,000
REBUILDING TOGETHER PORTLAND
5000 N WILLAMETTE BLVD
PORTLAND
,
OR
97203
NONE
PC
GENERAL OPERATING
2,500
PACIFIC RIVERS COUNCIL
317 SW ALDER STREET STE 900
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING
2,500
SCHOOLHOUSE SUPPLIES
2735 NE 82ND AVENUE
PORTLAND
,
OR
97230
NONE
PC
GENERAL OPERATING
6,000
DENTAL LIFELINE NETWORK
PO BOX 690
DENVER
,
CO
80202
NONE
PC
GENERAL OPERATING
2,500
ASSIST
4412 SW BARBUR BLVD
Portland
,
OR
97239
NONE
PC
GENERAL OPERATING
2,000
CAMP FIRE COLUMBIA
619 SW 11TH AVE STE 234
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
4,000
COMMUNITY TRANSITIONAL SCHOOL
6601 NE KILLINGSWORTH ST
PORTLAND
,
OR
97218
NONE
PC
GENERAL OPERATING
10,000
CHESS FOR SUCCESS
2701 NW VAUGHN STREET SUITE 101
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
5,000
BRADLEY ANGLE HOUSE
5432 N ALBINA AVENUE
PORTLAND
,
OR
97217
NONE
PC
GENERAL OPERATING
5,000
CHAMBER MUSIC NORTHWEST INC
522 SW 5TH AVENUE SUITE 920
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING
5,000
GROWING GARDENS
2203 NE OREGON ST
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
4,000
LEAGUE OF WOMEN VOTERS OF OREGON
1330 12TH STREET SE STE 200
SALEM
,
OR
97302
NONE
PC
GENERAL OPERATING
5,000
IMPACT NW
PO BOX 33530
PORTLAND
,
OR
97292
NONE
PC
GENERAL OPERATING
5,000
NATURAL RESOURCES DEFENSE COUNCIL
111 SUTTER STREET 20TH FLOOR
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING
22,500
NEW AVENUES FOR YOUTH INC
1220 SW COLUMBIA STREET
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
3,500
OREGON COUNCIL FOR THE HUMANITIES
921 SW WASHINGTON ST 150
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
6,500
OUR HOUSE OF PORTLAND
2727 SE ALDER ST
PORTLAND
,
OR
97214
NONE
PC
GENERAL OPERATING
1,000
OREGON BALLET
0720 SW BANCROFT STREET
PORTLAND
,
OR
97214
NONE
PC
GENERAL OPERATING
55,000
OREGON ZOO FOUNDATION
4001 SW CANYON ROAD
PORTLAND
,
OR
97221
NONE
PC
GENERAL OPERATING
12,500
PORTLAND CENTER STAGE
128 NW ELEVENTH AVE
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
70,000
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVENUE STE 101
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
3,500
PORTLAND RESCUE MISSION
PO BOX 3713
PORTLAND
,
OR
97208
NONE
PC
GENERAL OPERATING
5,000
SISTERS OF THE ROAD CAFE INC
133 NW SIXTH AVENUE
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
10,000
STORE TO DOOR
7730 SW 31ST AVENUE
PORTLAND
,
OR
97219
NONE
PC
GENERAL OPERATING
1,500
ST ANDREW NATIVITY SCHOOL
4924 NE 9TH AVENUE
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
8,500
THE LIBRARY FOUNDATION INC
620 SW FIFTH AVENUE SUITE 1025
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING
30,000
SATURDAY ACADEMY
5000 N WILLAMETTE BLVD
PORTLAND
,
OR
97203
NONE
PC
GERERAL OPERATING
3,500
WRITE AROUND PORTLAND
133 SW 2ND AVE SUITE 304
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING
1,500
TRILLIUM FAMILY SERVICES INC
3415 SE POWELL BLVD
PORTLAND
,
OR
97202
NONE
PC
GENERAL OPERATING
7,500
UNION GOSPEL MISSION
3 NW THIRD AVE
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
3,000
TAKE ACTION INC
1170 OXFORD DRIVE
LAKE OSWEGO
,
OR
97034
NONE
PC
GENERAL OPERATING
1,500
ROSE HAVEN CIC
PO BOX 10405
PORTLAND
,
OR
97296
NONE
PC
GENERAL OPERATING
1,500
THE CIRCUS PROJECT
PO BOX 10244
PORTLAND
,
OR
97296
NONE
PC
GENERAL OPERATING
2,500
CLASSICAL UP CLOSE
PO BOX 23751
TIGARD
,
OR
97223
NONE
PC
GENERAL OPERATING
5,000
OPEN SCHOOL
7621 NORTH WABASH AVENUE
PORTLAND
,
OR
97217
NONE
PC
GENERAL OPERATING
5,000
COLLEGE POSSIBLE
532 SE GRAND AVE
PORTLAND
,
OR
97214
NONE
PC
GENERAL OPERATING
7,500
MT ADAMS INSTITUTE
2453 HIGHWAY 141
TROUT LAKE
,
WA
98650
NONE
PC
GENERAL OPERATING
4,000
WILLIAM TEMPLE HOUSE
2023 NW HOYT STREET
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
6,000
NW CLASSICAL THEATRE COLLABORATIVE
8808 SE 43RD
MILWAUKIE
,
OR
97222
NONE
PC
GENERAL OPERATING
2,500
BOOST OREGON
PO BOX 8635
PORTLAND
,
OR
97207
NONE
PC
GENERAL OPERATING
3,000
BOYS & GIRLS AID SOCIETY OF OR
018 SW BOUNDARY COURT
PORTLAND
,
OR
97239
NONE
PC
GENERAL OPERATING
6,000
OREGON SYMPHONY ASSOCIATION
921 SW WASHINGTON SUITE 200
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
50,000
THE PATHFINDER NETWORK
2501 SW FIRST AVE SUITE 3000
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
2,500
CHILDREN CENTER OF CLACKAMAS COUNTY
1713 PENN LANE
OREGON CITY
,
OR
97045
NONE
PC
GENERAL OPERATING
1,500
JANUS YOUTH PROGRAMS INC
707 NE COUCH
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
3,000
THE PORTLAND PLAYHOUSE
602 NE PRESCOTT STREET
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
2,500
OREGON CHILDREN'S FOUNDATION
101 SW MARKET STREET
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
25,000
LAWYERS' CAMPAIGN FOR EQUAL JUSTICE
620 SW FIFTH AVE
PORTLAND
,
OR
97242
NONE
PC
GENERAL OPERATING
35,000
FREE GEEK
1731 SE 10TH AVE
PORTLAND
,
OR
97214
NONE
PC
GENERAL OPERATING
3,000
ELEVATE OREGON
4916 NE 122ND AVENUE
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
6,000
GLEANERS OF CLACKAMAS CO INC
PO BOX 1660
Oregon City
,
OR
97045
NONE
PC
GENERAL OPERATING
12,500
FAMILY JUSTICE CENTER OF WA CO
PO BOX 7273
BEAVERTON
,
OR
97007
NONE
PC
GENERAL OPERATING
3,500
PROFILE THEATRE PROJECT
PO BOX 14845
PORTLAND
,
OR
14845
NONE
PC
GENERAL OPERATING
15,000
NATURE CONSERVANCY INC
1634 SW ALDER STREET
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
15,000
MAYBELLE CENTER FOR COMMUNITY
121 NW SIXTH AVE
PORTLAND
,
OR
97219
NONE
PC
GENERAL OPERATING
15,000
CALDERA
224 NW 13TH AVENUE SUITE 304
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
2,500
MEDICAL TEAMS INTERNATIONAL
PO BOX 10
PORTLAND
,
OR
97207
NONE
PC
GENERAL OPERATING
8,000
TOGETHER WE ARE GREATER THAN
2916 ALBERTA STREET
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
10,000
LEWIS AND CLARK COLLEGE
0615 SW PALATINE HILL ROAD
PORTLAND
,
OR
972197899
NONE
PC
GENERAL OPERATING
10,000
PORTLAND YOUTH PHILHARMONIC ASSN
9320 SW BARBUR BLVD SUITE 140
Portland
,
OR
97219
NONE
PC
GENERAL OPERATING
4,000
YWCA OF GREATER PORTLAND
PO BOX 4587
PORTLAND
,
OR
97208
NONE
PC
GENERAL OPERATING
3,000
LINFIELD COLLEGE
900 SE BAKER STREET
MCMINNVILLE
,
OR
972186894
NONE
PC
GENERAL OPERATING
10,000
TUCKER MAXON SCHOOL
2860 SE HOLGATE BLVD
PORTLAND
,
OR
97202
NONE
PC
GENERAL OPERATING
50,000
PORTLAND ART MUSEUM
1219 SW PARK AVE
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
32,500
VOLUNTEERS OF AMERICA OF OR INC
3910 SE STARK STREET
PORTLAND
,
OR
97214
NONE
PC
GENERAL OPERATING
5,000
OREGON MUSEUM OF SCIENCE & INDUSTRY
1945 SE WATER AVE
Portland
,
OR
97214
NONE
PC
GENERAL OPERATING
80,000
ST VINCENT DE PAUL SOCIETY PORTLAND
PO BOX 42157
PORTLAND
,
OR
972420157
NONE
PC
GENERAL OPERATING
5,000
FRIENDLY HOUSE INC
2617 NW SAVIER STREET
PORTLAND
,
OR
97210
NONE
PC
GENERAL OPERATING
6,000
PARROTT CREEK CHILD & FAMILY SVCS
1001 MOLALLA AVENUE SUITE 209
OREGON CITY
,
OR
97045
NONE
PC
GENERAL OPERATING
1,500
RAPHAEL HOUSE OF PORTLAND
4110 SE HAWTHORNE BLVD NO 503
Portland
,
OR
97214
NONE
PC
GENERAL OPERATING
5,000
OREGON FOOD BANK
7900 NE 33RD DRIVE
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
45,000
ST MARY'S ACADEMY
1615 SW 5TH AVE
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
7,500
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVE
PORTLAND
,
OR
97219
NONE
PC
GENERAL OPERATING
25,000
ARTISTS REPERTORY THEATRE
1515 SW MORRISON STREET
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
6,000
BLACK UNITED FUND OF OREGON
2828 NE ALBERTA STREET
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
4,000
CLASSROOM LAW PROJECT
620 SW MAIN STREET SUITE 102
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
3,500
YOUNG AUDIENCES OF OREGON INC
1220 SW MORRISON
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
12,500
CASCADE AIDS PROJECT
520 NW DAVIS ST
Portland
,
OR
97209
NONE
PC
GENERAL OPERATING
2,500
CASA FOR CHILDREN INC
1401 NE 68TH AVE
PORTLAND
,
OR
97213
NONE
PC
GENERAL OPERATING
9,500
HUMAN SOLUTIONS INC
12350 SE POWELL BLVD
Portland
,
OR
97236
NONE
PC
GENERAL OPERATING
5,000
FRIENDS OF TREES
3117 NE MLK JR BLVD
Portland
,
OR
97212
NONE
PC
GENERAL OPERATING
3,500
ECOTRUST
721 NW 9TH AVE SUITE 200
PORTLAND
,
OR
97209
NONE
PC
GENERAL OPERATING
10,000
BROADWAY ROSE THEATRE COMPANY
PO BOX 231004
Tigard
,
OR
97281
NONE
PC
GENERAL OPERATING
1,500
FRIENDS OF THE CHILDREN-PORTLAND
44 NE MORRIS ST
PORTLAND
,
OR
97212
NONE
PC
GENERAL OPERATING
6,500
CPAH
PO BOX 23206
TIGARD
,
OR
972813206
NONE
PC
GENERAL OPERATING
3,000
DE LA SALLE N CATHOLIC HIGH SCHOOL
7528 N FENWICK
Portland
,
OR
97217
NONE
PC
GENERAL OPERATING
8,500
WESTERN RIVERS CONSERVANCY
71 SW OAK ST
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING
12,000
PLANNED PARENTHOOD OF THE COLUMBIA
3727 NE MARTIN LUTHER KING JR BLVD
Portland
,
OR
97212
NONE
PC
GENERAL OPERATING
12,000
PORTLAND OPERA ASSOCIATION
THE HAMPTON OPERA CENTER
Portland
,
OR
97214
NONE
PC
GENERAL OPERATING
30,000
THE FOREST PARK CONSERVANCY
210 NW 17TH AVE SUITE 201
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
6,000
THE CHILDREN'S BOOK BANK
2680 SW RAVENSVIEW DRIVE
PORTLAND
,
OR
97201
NONE
PC
GENERAL OPERATING
5,000
HABITAT FOR HUMANITY OF OREGON
PO BOX 11452
PORTLAND
,
OR
97211
NONE
PC
GENERAL OPERATING
17,500
LIFT URBAN PORTLAND
2701 NW VAUGHN STREET STE 102
PORTLAND
,
OR
97210
NONE
PC
GENERAL OPERATING
5,000
FARMERS MARKET FUND
240 NORTH BROADWAY SUITE 129
PORTLAND
,
OR
97227
NONE
PC
GENERAL OPERATING
5,000
LITERARY ARTS INC
925 SW WASHINGTON STREET
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
4,000
MORRISON CENTER
11035 NE SANDY BLVD
PORTLAND
,
OR
97220
NONE
PC
GENERAL OPERATING
10,000
PACIFIC YOUTH CHOIR
1012 SW KING AVE SUITE 10
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
8,500
THE WALLACE MEDICAL CONCERN
124 NE 181ST AVE SUITE 103
PORTLAND
,
OR
97230
NONE
PC
GENERAL OPERATING
6,500
FULL CIRCLE PROGRAMS
15995 SW 74TH AVE
TIGARD
,
OR
97224
NONE
PC
GENERAL OPERATING
5,000
READING RESULTS
3115 NE SANDY BLVD SUITE 229
PORTLAND
,
OR
97232
NONE
PC
GENERAL OPERATING
6,500
BIRCH COMMUNITY SERVICES INC
17780 NE SAN RAFAEL
PORTLAND
,
OR
97230
NONE
PC
GENERAL OPERATING
7,000
FOCUS ON YOUTH
2626 NE 12TH AVENUE
PORTLAND
,
OR
97212
NONE
PC
GENERAL OPERATING
3,000
Total
.................................
3a
1,268,500
b
Approved for future payment
Total
.................................
3b
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
....
14
426,896
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
572,909
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
5,569
b
GRANT RECOVERIES
1
50,000
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,055,374
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,055,374
(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.)
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