-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1121 SW SALMON NO 500
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND
,
OR
97205
A Employer identification number
93-1159884
B
Telephone number (see instructions)
(503) 973-0275
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)
$
64,035,372
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)
925,167
2
Check
.............
3
Interest on savings and temporary cash investments
8,957
8,929
4
Dividends and interest from securities
...
242,364
243,366
5a
Gross rents
............
1,575,542
795,449
b
Net rental income or (loss)
604,625
6a
Net gain or (loss) from sale of assets not on line 10
121,166
b
Gross sales price for all assets on line 6a
103,589
7
Capital gain net income (from Part IV, line 2)
...
206,235
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)
.......
1,297,033
247,407
12
Total.
Add lines 1 through 11
........
4,170,229
1,501,386
13
Compensation of officers, directors, trustees, etc.
62,954
0
62,954
14
Other employee salaries and wages
......
169,742
10,914
158,828
15
Pension plans, employee benefits
.......
27,567
2,607
24,285
16a
Legal fees (attach schedule)
.........
4,800
960
3,840
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
14,165
1,285
12,880
17
Interest
...............
278,476
85,297
0
18
Taxes (attach schedule) (see instructions)
...
486,809
103,675
0
19
Depreciation (attach schedule) and depletion
...
334,522
118,721
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
12,442
377
12,065
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
675,977
209,985
496,607
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,067,454
533,821
771,459
25
Contributions, gifts, grants paid
.......
1,891,568
2,246,225
26
Total expenses and disbursements.
Add lines 24 and 25
3,959,022
533,821
3,017,684
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
211,207
b
Net investment income
(if negative, enter -0-)
967,565
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
9,428,823
6,920,735
6,920,735
3
Accounts receivable
334,894
Less: allowance for doubtful accounts
171,835
334,894
334,894
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
46,760
48,573
48,573
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
18,632,544
Less: accumulated depreciation (attach schedule)
1,599,870
15,030,912
17,032,674
17,032,674
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
29,653,676
38,896,171
38,896,171
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
424,089
802,325
802,325
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
54,756,095
64,035,372
64,035,372
17
Accounts payable and accrued expenses
..........
219,216
16,597
18
Grants payable
.................
3,935,000
3,512,000
19
Deferred revenue
.................
12,778
13,165
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
5,756,900
5,644,657
22
Other liabilities (describe
)
1,380,521
1,299,272
23
Total liabilities
(add lines 17 through 22)
.........
11,304,415
10,485,691
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
43,451,680
53,549,681
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
43,451,680
53,549,681
30
Total liabilities and net assets/fund balances
(see instructions)
.
54,756,095
64,035,372
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
43,451,680
2
Enter amount from Part I, line 27a
.....................
2
211,207
3
Other increases not included in line 2 (itemize)
3
9,886,794
4
Add lines 1, 2, and 3
..........................
4
53,549,681
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
53,549,681
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
WELLPARTNER
P
2009-06-26
2019-06-26
b
TECHNOLOGY PARTNERS FUND VII, LP
P
2000-06-30
2019-03-29
c
NORTHWEST CAPITAL PARTNERS II, LLC
P
2004-06-01
2019-12-31
d
SPUR VENTURES II LP
P
2006-06-01
2019-12-31
e
KEYHAVEN CAPITAL
P
2007-06-01
2019-12-31
OAKTREE OCM VALUE OPPORTUNITIES FUND LP
P
2007-06-01
2019-12-31
SPUR VENTURES III LP
P
2008-06-01
2019-12-31
BNY CAYMAN FUND III LTD
P
2006-06-01
2019-12-31
OREGON VENTURE FUND XII LLC
P
2019-06-01
2019-12-31
(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
83
83
b
103,506
120,155
-16,649
c
22,361
d
182,447
e
8,592
52,627
72,361
123,255
-123,255
7,668
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
83
b
-16,649
c
22,361
d
182,447
e
8,592
52,627
72,361
-123,255
7,668
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
206,235
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
2,795,858
44,817,413
0.062383
2017
2,855,947
45,824,325
0.062324
2016
3,751,032
42,615,036
0.088021
2015
3,820,631
42,880,019
0.089100
2014
3,570,497
42,542,978
0.083927
2
Total
of line 1, column (d)
.....................
2
0.385755
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
0.077151
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
47,208,777
5
Multiply line 4 by line 3
......................
5
3,642,204
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,676
7
Add lines 5 and 6
........................
7
3,651,880
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,017,684
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
19,351
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
19,351
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
19,351
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
85,496
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
85,496
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
66,145
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
66,145
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
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
HTTPS://WWW.SCHNITZERCARE.ORG/
14
The books are in care of
THE HAROLD ARLENE SCHNITZER CARE
Telephone no.
(503) 973-0286
Located at
1121 SW SALMON PORTLAND OR
PORTLAND
OR
ZIP+4
97205
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ARLENE SCHNITZER
CHAIRPERSON
1.00
0
0
0
PO BOX 2708
PORTLAND
,
OR
97208
JORDAN D SCHNITZER
DIRECTOR/PRESIDENT
1.00
0
0
0
PO BOX 2708
PORTLAND
,
OR
97208
JEFFREY F NUDELMAN
SECRETARY
1.00
0
0
0
PO BOX 2708
PORTLAND
,
OR
97208
BARBARA HALL
EXECUTIVE DIRECTOR
8.00
62,954
1,889
675
PO BOX 2708
PORTLAND
,
OR
97208
RENEE DOCKWEILER
VICE PRESIDENT, TAX
1.00
0
0
0
PO BOX 2708
PORTLAND
,
OR
97208
CAMERON DAVIS
DIRECTOR
1.00
0
0
0
PO BOX 2708
PORTLAND
,
OR
97208
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
KRISTEN ENGFORS
COMMUNICARE DIRECTOR
40.00
74,448
2,085
1,934
PO BOX 2708
PORTLAND
,
OR
97208
JIM CHIN
CONTROLLER
20.00
56,370
1,691
0
PO BOX 2708
PORTLAND
,
OR
97208
KELLI SCHLEGELMILCH
PROGRAM COORDINATOR
40.00
50,174
1,504
0
PO BOX 2708
PORTLAND
,
OR
97208
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
THE "CARE TO SHARE" PROGRAM WAS ESTABLISHED IN COLLABORATION WITH OREGON HEALTH & SCIENCES UNIVERSITY TO ASSIST LOW-INCOME AND NON-INSURED FAMILIES THAT DO NOT HAVE THE FINANCIAL RESOURCES AVAILABLE TO PROVIDE BASIC CARE AND MEDICAL NEEDS FOR THEIR FAMILY. THE PROGRAM'S FOCUS IS ON THE MANY FAMILIES NEEDING HELP WHEN DEALING WITH A CHILD OR FAMILY MEMBER THAT HAS BEEN RECENTLY DIAGNOSED WITH AN ACUTE OR CHRONIC MEDICAL CONDITION. TTHE PROGRAM SPECIFICALLY SUPPORTS FAMILY MEDICAL NEEDS THAT ARE NOT OTHERWISE MET THROUGH FEDERAL AND STATE PROGRAMS. MEDICAL NEEDS SUPPORTED BY THE FOUNDATION RANGE FROM PROVIDING TRANSPORTATION, TO DENTAL WORK, TO EMERGENCY SURGICAL PROCEDURES AND DIABETIC SUPPLIES. THE FOUNDATION DOES NOT EXERCISE ANY CONTROL OVER THE PROFESSIONAL CARE AND JUDGMENT OF THE DOCTORS SELECTED FOR MEDICAL CARE. FOR 2019, THE PROGRAM SERVED OVER 144 FAMILIES AND HAD TOTAL EXPENDITURES OF $122,344
122,344
2
THE FOUNDATION BELIEVES THERE SHOULD BE AN OPPORTUNITY FOR YOUNG PEOPLE TO IMPROVE THE QUALITY OF THEIR COMMUNITIES. THE "COMMUNICARE" PROGRAM WAS ESTABLISHED AS A PROGRAM TO PROVIDE AN ENVIRONMENT WHERE TEENS LEARN ABOUT THE NEEDS OF THEIR COMMUNITY THROUGH GRANTMAKING AND THUS PROMOTE A LONG-TERM UNDERSTANDING AND ETHIC OF PHILANTHROPY AND VOLUNTEERISM IN "GIVING BACK TO YOUR COMMUNITY". THE GOAL OF THE PROGRAM IS TO HELP BUILD A CITY THAT IS KNOWN FOR ITS ENCOURAGEMENT OF TEEN PARTICIPATION AS THEY BECOME ADULT CITIZENS IN THE COMMUNITY. THIS IS ACCOMPLISHED BY OFFERING STUDENTS AN OPPORTUNITY TO "MAKE A DIFFERENCE" IN THEIR COMMUNITY BY ENGAGING IN COMMUNITY SERVICE THAT IS CHALLENGING, REWARDING AND EDUCATIONAL. FOR 2019, THE PROGRAM SERVED APPROXIMATELY 451 STUDENTS IN 26 DIFFERENT SCHOOLS/YOUTH NONPROFIT ORGANIZATIONS AND HAD TOTAL EXPENDITURES OF $515,324.
515,324
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
6,299,633
b
Average of monthly cash balances
.......................
1b
8,260,998
c
Fair market value of all other assets (see instructions)
................
1c
33,367,061
d
Total
(add lines 1a, b, and c)
.........................
1d
47,927,692
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
47,927,692
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
718,915
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
47,208,777
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,360,439
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
2,360,439
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
19,351
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
126,659
c
Add lines 2a and 2b
............................
2c
146,010
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,214,429
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,214,429
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
2,214,429
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
3,017,684
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
3,017,684
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,017,684
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,214,429
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
......
1,503,854
b
From 2015
......
1,721,826
c
From 2016
......
1,690,544
d
From 2017
......
737,253
e
From 2018
......
735,738
f
Total
of lines 3a through e
........
6,389,215
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,017,684
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
.....
2,214,429
e
Remaining amount distributed out of corpus
803,255
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
7,192,470
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)
...
1,503,854
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,688,616
10
Analysis of line 9:
a
Excess from 2015
....
1,721,826
b
Excess from 2016
....
1,690,544
c
Excess from 2017
....
737,253
d
Excess from 2018
....
735,738
e
Excess from 2019
....
803,255
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).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BARBARA HALL
1121 SW SALMON
PORTLAND
,
OR
97205
(503) 973-0286
BARBH@HARSCH.COM
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE SUBMITTED BY INVITATION ONLY IN WRITTEN FORMAT AND INCLUDE: 1) A COVER LETTER; 2) A PROJECT DESCRIPTION; 3) A BRIEF HISTORY OF THE ACCOMPLISHMENTS, MISSION AND NUMBER OF CLIENTS SERVED BY THE ORGANIZATION AND THE BACKGROUND OF THE INDIVIDUALS INVOLVED; 4) A CONCISE DESCRIPTION OF THE METHODS USED TO EVALUATE THE RESULTS OF THE PROPOSED PROJECT IF APPLICABLE; 5) A LIST OF THE OFFICERS AND DIRECTORS OF THE ORGANIZATION AND A PERCENTAGE THEY CONTRIBUTE TO THE OVERALL INCOME OF THE ORGANIZATION; 6) A LIST AND DESCRIPTION OF FULL-TIME AND PART-TIME STAFF POSITIONS; 7) A DETAILED BUDGET OF THE PROJECT AND THE ANNUAL OPERATING BUDGET OF THE SPONSORING ORGANIZATION; 8) A DONOR REPORT; 9) A LIST OF ADDITIONAL FUNDING SOURCES BEING SOUGHT FOR THE PROJECT; 10) AN IRS DETERMINATION LETTER VERIFYING THE TAX-EXEMPT STATUS OF THE ORGANIZATION.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE PRINCAPAL PURPOSE OF THE HAROLD & ARLENE SCHNITZER CARE FOUNDATION IS TO ASSIST WITH JEWISH, ARTS & CULTURE, YOUTH, EDUCATION, MEDICAL, SOCIAL SERVICE AND COMMUNITY ACTIVITIES. APPROXIMATELY 85% OF THE CONTRIBUTIONS GRANTED IN 2019 WERE ORGANIZATIONS LOCATED IN THE STATE OF OREGON, WITH THE MAJORITY OF THOSE IN THE PORTLAND METROPOLITAN AREA. THE FOUNDATION FUNDS GRANT REQUESTS FOR OPERATING EXPENSES, SPECIAL PROJECTS, AND CAPITAL CAMPAIGNS. THE FOUNDATION DOES NOT PROVIDE FUNDS FOR INDIVIDUALS, NON TAX-EXEMPT ORGANIZATIONS, OTHER PRIVATE FOUNDATIONS OR POLITICAL GROUPS. FOR 2019, (3) THREE GRANT APPLICATIONS WERE ACCEPTED OR REVIEWED FROM ORGANIZATIONS THE FOUNDATION HAD NOT PREVIOUSLY FUNDED.
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
ALS ASSOCIATION OF OREGON & SW WASHINGTON
700 NE MULTNOMAH ST SUITE 1180
PORTLAND
,
OR
97232
PC
SPONSOR: 2019 AUCTION GALA
9,705
AMERICAN ONLINE GIVING FOUNDATION
1521 GEORGETOWN ROAD SUITE 104
HUDSON
,
OH
44236
PC
MATCHING GIFTS
17,923
AMERICAN RED CROSS
3131 N VANCOUVER AVENUE
PORTLAND
,
OR
97227
PC
GENERAL OPERATING SUPPORT
970
ARTIST REPERTORY THEATRE
1515 SW MORRISON STREET
PORTLAND
,
OR
97205
PC
SPONSORSHIP - 2020 GALA
9,705
BEAVERTON ARTS FOUNDATION
PO BOX 2
BEAVERTON
,
OR
97075
PC
PERFORMING ARTS BUILDING - CAPITAL
242,618
BLUE SKY GALLERY
122 NW 8TH AVENUE
PORTLAND
,
OR
97209
PC
EXHIBITION SUPPORT
19,409
BODY VOX
1300 NW NORTHRUP
PORTLAND
,
OR
97209
PC
PERFORMANCE SUPPORT
19,409
BOYS & GIRLS CLUBS OF PORTLAND
8203 SE 7TH AVENUE SUITE 100
PORTLAND
,
OR
97202
PC
SPONSOR - 2019 "BE GREAT BALL"
9,705
CATLIN GABEL SCHOOL
8825 SW BARNES ROAD
PORTLAND
,
OR
97225
PC
SPONSOR/SUPPORT - 2019 AUCTION
38,819
CHABAD CENTER FOR JEWISH LIFE
2317 SW VERMONT STREET
PORTLAND
,
OR
97219
PC
SPONSOR FIRST NIGHT IN DIRECTOR PARK
5,241
CLASSICAL UP CLOSE
PO BOX 23751
TIGARD
,
OR
97223
PC
SPONSOR 2019 SPRING MUSIC FESTIVAL
9,705
CLATSOP COMMUNITY COLLEGE FOUNDATION
1651 LEXINGTON AVENUE
ASTORIA
,
OR
97103
PC
UNDERWRITING SUPPORT OF THE ART
485
COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUE
PALM DESERT
,
CA
92260
PC
GALA SUPPORT
48,524
COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUE
PALM DESERT
,
CA
92260
PC
UNDERWRITE JENNY HOLZER EXHIBITION
7,327
DOUGY CENTER
PO BOX 86852
PORTLAND
,
OR
97283
PC
SUPPORT - "REFLECTION BENEFIT"
970
ENTERPRISE FOR HS STUDENTS
200 PINE STREET 600
SAN FRANCISCO
,
CA
94104
PC
SPONSOR: SF FALL ART & ANTIQUES SHOW
9,705
FANCONI ANEMIA RESEARCH FUND
1801 WILLAMETTE AVENUE 200
EUGENE
,
OR
97401
PC
GENERAL OPERATING SUPPORT
4,852
FRIENDS OF THE CHILDREN
44 NE MORRIS
PORTLAND
,
OR
97212
PC
SUPPORT - "FRIEND RAISER 2019"
24,262
GUIDE DOGS FOR THE BLIND
32901 SE KELSO ROAD
BORING
,
OR
97009
PC
SPONSOR - "CAPS & TAILS" EVENT
2,426
HIGHLAND PARK MIDDLE SCHOOL
7000 SW WILSON AVENUE
BEAVERTON
,
OR
97008
PC
SUPPORT READING SPACE
146
J PAUL GETTY TRUST
1200 GETTY CENTER DRIVE SUITE 400
LOS ANGELES
,
CA
90049
PC
SPONSOR: IMOGEN CUNNINGHAM EXHIBITION
48,524
JUVENILE DIABETES RESEARCH FOUNDATION
7000 SW HAMPTON STREET 101
PORTLAND
,
OR
97223
PC
SUPPORT ANNUAL GALA & GENERAL OPERATING SUPPORT
67,933
LINCOLN HIGH SCHOOL FRIENDS OF
1600 SW SALMON STREET
PORTLAND
,
OR
97205
PC
SPONSOR - "BIG PARTY"
19,409
LITERARY ARTS
925 SW WASHINGTON STREET
PORTLAND
,
OR
97204
PC
SUPPORT - "BOOKMARK" FUNDRAISER
24,262
MACCABI USA
1511 WALNUT STREET 401
PHILADELPHIA
,
PA
19102
PC
SUPPORT SOCCER 35+
2,911
MCCALLUM THEATRE
73-000 FRED WARING DRIVE
PALM DESERT
,
CA
92260
PC
SPONSOR - RENEE FLEMING SHOW
48,524
MCCALLUM THEATRE
73-000 FRED WARING DRIVE
PALM DESERT
,
CA
92260
PC
SPONSOR - 2019 GALA
48,524
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
PC
CONTRIBUTING DIRECTOR'S COUNCIL MEMBERSHIP
24,262
NEVADA BALLET THEATRE
1651 INNER CIRCLE DRIVE
LAS VEGAS
,
NV
89134
PC
GENERAL OPERATING SUPPORT
24,262
NORTH SHORE ARTS ASSOCIATION
11 PIRATES LANE
GLOUCESTER
,
MA
01930
PC
ARTIST MEMBER AWARD
485
NORTHWEST ACADEMY
1130 SW MAIN STREET
PORTLAND
,
OR
97205
PC
SPONSOR: CLUB CABARET EVENT
9,705
OREGON BALLET THEATRE
0720 SW BANCROFT
PORTLAND
,
OR
97239
PC
ANNUAL GIFT PLEDGE
97,047
OREGON BALLET THEATRE
0720 SW BANCROFT
PORTLAND
,
OR
97239
PC
GENERAL OPERATING SUPPORT
48,524
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
MARK O. HATFIELD LECTURE SERIES
24,262
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
HISTORY MAKER DINNER - 3 YEARS
14,557
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
HISTORY MAKER DINNER - APPEAL
9,705
OREGON JEWISH MUSEUM AND CHRC
724 NW DAVIS STREET
PORTLAND
,
OR
97209
PC
SPONSOR MEL BOCHNER EXHIBITION
5,338
OREGON MUSEUM SCIENCE & INDUSTRY
1945 SE WATER AVENUE
PORTLAND
,
OR
97214
PC
CELEBRATE 75TH ANNIVERSARY YEAR/ & SPONSOR ANNUAL GALA
72,785
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUE
PORTLAND
,
OR
97219
PC
CAPITAL CAMPAIGN
194,095
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUE
PORTLAND
,
OR
97219
PC
OREGON EXPERIENCE PROGRAM - 3 YEARS FUNDING
145,571
OREGON SYMPHONY
912 SW WASHINGTON 200
PORTLAND
,
OR
97205
PC
ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE
97,047
OREGON SYMPHONY
912 SW WASHINGTON 200
PORTLAND
,
OR
97205
PC
SPONSOR - 2019 GALA
4,852
OREGON SYMPHONY
912 SW WASHINGTON 200
PORTLAND
,
OR
97205
PC
2019 SCHNITZER WONDER AWARD
9,705
PACIFIC NW COLLEGE OF ART
511 NW BROADWAY
PORTLAND
,
OR
97209
PC
SPONSOR - 2019 ANNUAL GALA
48,524
PALM SPRINGS INTERNATIONAL FILM FESTIVAL
1700 E TAHQUITZ CANYON WAY STE 3
PALM SPRINGS
,
CA
92262
PC
SPONSOR FILM FESTIVAL
48,524
PENDLETON ROUND-UP FOUNDATION
PO BOX 271
PENDLETON
,
OR
97801
PC
SPONSOR - "TOUGH ENOUGH TO WEAR PINK" CAMPAIGN
4,852
PORTLAND ART MUSEUM
1219 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
ROBERT COLESCOTT EXHIBITION
97,047
PORTLAND CENTER STAGE
128 NW 11TH AVENUE
PORTLAND
,
OR
97209
PC
GENERAL SUPPORT/PRODUCTION SUPPORT
48,524
PORTLAND CHAMBER ORCHESTRA
PO BOX 9024
PORTLAND
,
OR
97207
PC
GENERAL OPERATING SUPPORT
14,557
PORTLAND CHILD ART STUDIO
1819 NW EVERETT STREET 204
PORTLAND
,
OR
97209
PC
GENERAL OPERATING SUPPORT
485
PORTLAND OPERA
211 SE CARUTHERS
PORTLAND
,
OR
97214
PC
ENDOWMENT CAMPAIGN
97,047
PORTLAND PARKS FOUNDATION
111 SW MAIN STREET 400
PORTLAND
,
OR
97204
PC
SPONSOR: 2019 SUMMER FREE FOR ALL
4,852
PSU FOUNDATION
PO BOX 243
PORTLAND
,
OR
97207
PC
"ARLENE SCHNITZER VISUAL ARTS"
7,764
PSU FOUNDATION
PO BOX 243
PORTLAND
,
OR
97207
PC
SPONSOR: CRE REAL ESTATE CONFERENCE
14,557
PORTLAND YOUTH PHILHARMONIC
9320 SW BARBUR BLVD 140
PORTLAND
,
OR
97219
PC
SPONSOR: "MEET THE MUSICIANS BREAKFAST"
2,426
JORDAN SCHNITZER FAMILY FOUNDATION
1121 SW SALMON STREET
PORTLAND
,
OR
97205
PC
ART PROGRAM
135,866
SITKA CENTER FOR ART & ECOLOGY
56605 SITKA DRIVE
OTIS
,
OR
97368
PC
J.S. PRINTMAKING RESIDENCY SUPPORT &50TH ANNIVERSARY YEAR
97,047
UNITED WAY OF CLATSOP COUNTY
PO BOX 775
ASTORIA
,
OR
97103
PC
SUPPORT: 2019 IRON CHEF EVENT
6,793
UNIVERSITY OF OREGON FOUNDATION
1223 UNIVERSITY OF OREGON
PORTLAND
,
OR
97403
PC
JORDAN SCHNITZER MUSEUM OF ART - ED JILL HARTZ RETIREMENT PARTY
20,380
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359505
SEATTLE
,
WA
98195
PC
RUNSTAD REAL ESTATE CENTER
4,852
VOLUNTEERS OF AMERICA
3910 SE STARK AVENUE
PORTLAND
,
OR
97214
PC
SUPPORT "DEPREIST AWARDS"
4,852
VOLUNTEERS OF AMERICA
3910 SE STARK AVENUE
PORTLAND
,
OR
97214
PC
SUPPORT "DEPREIST AWARDS"
48,524
YOUNG AUDIENCES OF OREGON & SW WA
1220 SW MORRISON ST 900
PORTLAND
,
OR
97205
PC
SPONSOR - 2019 GALA
14,557
Total
.................................
3a
2,246,225
b
Approved for future payment
AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY
870 MARKET STREET 800
SAN FRANCISCO
,
CA
94102
PC
CAPITAL CAMPAIGN - STUDENT HOUSING
750,000
BEAVERTON ARTS FOUNDATION
PO BOX 2
BEAVERTON
,
OR
97075
PC
PERFORMING ARTS BUILDING - CAPITAL
750,000
BLUE SKY GALLERY
122 NW 8TH AVENUE
PORTLAND
,
OR
97209
PC
EXHIBITION SUPPORT
20,000
BODY VOX
1300 NW NORTHRUP
PORTLAND
,
OR
97209
PC
PERFORMANCE SUPPORT
40,000
COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUE
PALM DESERT
,
CA
92260
PC
UNDERWRITE JENNY HOLZER EXHIBITION
50,000
J PAUL GETTY TRUST
1200 GETTY CENTER DRIVE SUITE 400
LOS ANGELES
,
CA
90049
PC
SPONSOR: IMOGEN CUNNINGHAM EXHIBITION
50,000
NEVADA BALLET THEATRE
1651 INNER CIRCLE DRIVE
LAS VEGAS
,
NV
89134
PC
GENERAL OPERATING SUPPORT
50,000
OREGON ARTS COMMISSION
775 SUMMER STREET NE SUITE 200
SALEM
,
OR
97301
PC
SUPPORT OF ARTS SUMMIT, LEADERSHIP INSTITUTE & GOVERNOR ARTS AWARD
20,000
OREGON BALLET THEATRE
0720 SW BANCROFT
PORTLAND
,
OR
97239
PC
GENERAL OPERATING SUPPORT
300,000
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
HISTORY MAKER DINNER - APPEAL
50,000
OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
HISTORY MAKER DINNER - APPEAL
30,000
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUE
PORTLAND
,
OR
97219
PC
OREGON EXPERIENCE PROGRAM - 3 YEARS FUNDING
200,000
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUE
PORTLAND
,
OR
97219
PC
OREGON EXPERIENCE PROGRAM - 3 YEARS FUNDING
150,000
OREGON SYMPHONY
912 SW WASHINGTON 200
PORTLAND
,
OR
97205
PC
2019 SCHNITZER WONDER AWARD
100,000
PORTLAND ART MUSEUM
1219 SW PARK AVENUE
PORTLAND
,
OR
97205
PC
ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE
300,000
PORTLAND CENTER STAGE
128 NW 11TH AVENUE
PORTLAND
,
OR
97209
PC
GENERAL SUPPORT/PRODUCTION SUPPORT
100,000
PORTLAND CHAMBER ORCHESTRA
PO BOX 9024
PORTLAND
,
OR
97207
PC
GENERAL OPERATING SUPPORT
30,000
PORTLAND OPERA
211 SE CARUTHERS
PORTLAND
,
OR
97214
PC
GENERAL SUPPORT
250,000
PORTLAND OPERA
211 SE CARUTHERS
PORTLAND
,
OR
97214
PC
GENERAL SUPPORT
200,000
PSU FOUNDATION
PO BOX 243
PORTLAND
,
OR
97207
PC
SPONSOR: CRE REAL ESTATE CONFERENCE
72,000
Total
.................................
3b
3,512,000
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
...........
531120
28
14
8,929
4
Dividends and interest from securities
....
14
242,364
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
531120
496,336
16
1,079,206
b
Not debt-financed property
.....
531120
16
925,167
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
121,166
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
NW CAPITAL PTNRS 91-2030583
525990
-2,954
14
-20,268
b
KEYHAVEN CAPITAL 98-0539392
14
-11,778
c
SPUR VENTURES II 20-3791496
14
-7,106
d
SPUR VENTURES III 26-2690155
14
-6,427
e
KEYHAVEN CAPITAL 98-0539392
14
-5,266
f
PATRICK AIRPORT 42-1538086
531120
87,514
14
-5,153
g
OREGON VENTURE FUND 82-3589706
14
-1,247
h
SEATAC VILLAGE 20-1048739
531120
287,195
14
-1,246
i
TECHNOLOGY PTNRS 68-0452845
14
-338
j
OREGON VENTURE FUND 82-3589706
525990
-1,052
14
-11
k
PIMCO ADVISORY FEE WAIVER
14
52
l
NW CAPITAL PTNRS 91-2030583
14
218
m
CHARLES SCHWABE PROMOTION
14
5,000
n
BNY CAYMAN
14
6,000
o
SPUR VENTURES II 20-3791496
525990
-1
14
11,733
p
OAKTREE VALUE 26-0510867
525990
14
13,093
q
PATRICK AIRPORT 42-1538086
14
15,243
r
OAKTREE VALUE 26-0510867
14
20,966
s
SPUR VENTURES III 26-2690155
525990
-17
14
29,909
t
TECHNOLOGY PTNRS 68-0452845
14
56,551
12
Subtotal. Add columns (b), (d), and (e)
..
1,410,242
2,759,987
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,170,229
(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