Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BP LESTER & REGINA JOHN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1000 SW VISTA AVENUE SUITE 116
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97205
A Employer identification number

23-7110263
B Telephone number (see instructions)

(503) 223-4590
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$41,593,260J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 957,107 553,005  
5a Gross rents............ 332,122 332,122  
b Net rental income or (loss) 312,071
6a Net gain or (loss) from sale of assets not on line 10 659,428
b Gross sales price for all assets on line 6a 14,423,244
7 Capital gain net income (from Part IV, line 2)... 659,428
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,948,657 1,544,555  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,453 59,227   59,226
14 Other employee salaries and wages...... 417 208   209
15 Pension plans, employee benefits....... 32,528 16,264   16,264
16a Legal fees (attach schedule)......... Click to see attachment 16,491 8,245   8,246
b Accounting fees (attach schedule)....... Click to see attachment 15,214 7,607   7,607
c Other professional fees (attach schedule).... Click to see attachment 58,324 58,324   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,221 0   2,400
19 Depreciation (attach schedule) and depletion... Click to see attachment 28,173 21,375  
20 Occupancy.............. 29,576 14,788   14,788
21 Travel, conferences, and meetings....... 385 192   193
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,770 43,329   9,441
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 355,552 229,559   118,374
25 Contributions, gifts, grants paid....... 1,623,250 1,623,250
26 Total expenses and disbursements. Add lines 24 and 25 1,978,802 229,559   1,741,624
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,145
b Net investment income (if negative, enter -0-) 1,314,996
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 95,221 166,268 166,268
2 Savings and temporary cash investments......... 288,418 1,821,094 1,821,094
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet112,284
Less: allowance for doubtful accounts bullet0 112,284 112,284 112,284
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,066,026 Click to see attachment14,004,400 13,878,399
b Investments—corporate stock (attach schedule)....... 4,283,752 Click to see attachment3,016,446 5,481,503
c Investments—corporate bonds (attach schedule)....... 6,545,680 Click to see attachment1,274,141 1,314,780
11 Investments—land, buildings, and equipment: basis bullet3,716,326
Less: accumulated depreciation (attach schedule) bullet263,962 3,340,752 Click to see attachment3,452,364 3,452,364
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,966,332 Click to see attachment9,910,381 13,846,636
14 Land, buildings, and equipment: basis bullet52,656
Less: accumulated depreciation (attach schedule) bullet5,069 5,431 Click to see attachment47,587 47,587
15 Other assets (describe bullet) Click to see attachment1,472,345 Click to see attachment1,472,345 Click to see attachment1,472,345
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,176,241 35,277,310 41,593,260
Liabilities 17 Accounts payable and accrued expenses.......... 5,318 136,532
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 5,318 136,532
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 35,170,923 35,140,778
29 Total net assets or fund balances (see instructions)..... 35,170,923 35,140,778
30 Total liabilities and net assets/fund balances (see instructions). 35,176,241 35,277,310
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
35,170,923
2
Enter amount from Part I, line 27a .....................
2
-30,145
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,140,778
5
Decreases not included in line 2 (itemize) bullet
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
35,140,778
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b SALE OF VEHICLE P 2015-11-10 2020-08-21
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,409,244   13,763,816 645,428
b 14,000 32,859 32,859 14,000
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       645,428
b       14,000
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 659,428
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 18,278
c All other domestic foundations enter 1.39% 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 18,278
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 18,278
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 37,463
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 37,463
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,185
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet19,185 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMELISSA J HARTNELL Telephone no.bullet (503) 223-4590

    Located atbullet1000 SW VISTA 116PORTLANDOR ZIP+4bullet97205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARY AMSTAD DIRECTOR
    5.00     		417 0 0
    6123 SE ANKENY
    PORTLAND,OR97215
    SUSAN BARICEVIC MURPHY DIRECTOR
    0.00     		0 0 0
    4385 SW CRESTWOOD DRIVE
    PORTLAND,OR97225
    SR JOAN HANSEN SNJM DIRECTOR
    0.00     		0 0 0
    17400 HOLY NAMES DRIVE 364
    LAKE OSWEGO,OR97034
    MELISSA HARTNELL PRESIDENT/SECRETARY
    30.00     		118,453 22,862 0
    4231 NE HAZELFERN PLACE
    PORTLAND,OR97213
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    32,075,911
    b
    Average of monthly cash balances.......................
    1b
    1,337,293
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,935,079
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,348,283
    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
    38,348,283
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    575,224
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    37,773,059
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,888,653
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,888,653
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    18,278
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,278
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,870,375
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,870,375
    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
    1,870,375
    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
    1,741,624
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,741,624
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,741,624
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,870,375
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,473,631
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,741,624
    a Applied to 2019, but not more than line 2a 1,473,631
    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 2020 distributable amount..... 267,993
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,602,382
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    JESUIT VOLUNTEER CORPS NW
    PO BOX 3928
    PORTLAND,OR972083928     		  PC GENERAL OPERATING SUPPORT 1,000
    ALL SAINTS PARISH
    3847 NE GLISAN STREET
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 40,300
    ALL SAINTS SCHOOL
    601 NE 39TH AVENUE
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 27,500
    ALS ASSOCIATION OREGON AND SOUTHWEST WASHINGTON CHAPTER
    700 NE MULTNOMAH STREET
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 2,500
    AMERICAN RED CROSS OREGON TRAIL CHAPTER
    PO BOX 4125
    PORTLAND,OR97208     		  PC GENERAL OPERATING SUPPORT 10,000
    ANGELS LANDING FOUNDATION
    688 RIVERBIRCH CIRCLE
    AMERICAN FORK,UT84003     		  PC GENERAL OPERATING SUPPORT 5,000
    APOSTOLIC COMMUNITY OF PRIESTS
    6300 SE YAMHILL
    PORTLAND,OR97215     		  PC GENERAL OPERATING SUPPORT 7,000
    BLANCHET HOUSE OF HOSPITALITY
    PO BOX 4145-F
    PORTLAND,OR97208     		  PC GENERAL OPERATING SUPPORT 65,000
    CASA FOR CHILDREN INC
    1401 NE 68TH AVENUE
    PORTLAND,OR97213     		  PC GENERAL OPERATING SUPPORT 4,000
    CASA FRANCISCANA OUTREACH
    PO BOX 15576
    SCOTTSDALE,AZ85267     		  PC GENERAL OPERATING SUPPORT 5,150
    CATHOLIC BROADCASTING NW INC
    PO BOX 5888
    PORTLAND,OR97228     		  PC GENERAL OPERATING SUPPORT 15,000
    CATHOLIC CHARITIES
    2740 SE POWELL BLVD
    PORTLAND,OR97202     		  PC GENERAL OPERATING SUPPORT 70,000
    CATHOLIC YOUTH ORGANIZATION
    825 NE 20TH AVENUE 120
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 40,000
    CENTRAL CATHOLIC HIGH SCHOOL
    2401 SE STARK STREET
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT 114,000
    CENTRAL CITY CONCERN
    232 NW 6TH AVENUE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 10,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY SUITE 140
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 15,000
    CHRIST THE KING SCHOOL
    7414 SE MICHAEL DRIVE
    MILWAUKIE,OR972221198     		  PC GENERAL OPERATING SUPPORT 15,000
    COMMUNITY WAREHOUSE
    3969 NE MLK JR BLVD
    PORTLAND,OR97212     		  PC GENERAL OPERATING SUPPORT 25,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 NORTH FENWICK AVENUE
    PORTLAND,OR97217     		  PC GENERAL OPERATING SUPPORT 51,000
    DE PAUL TREATMENT CENTER
    PO BOX 3007
    PORTLAND,OR97208     		  PC GENERAL OPERATING SUPPORT 2,500
    DRESS FOR SUCCESS
    1532 NE 37TH AVENUE SUITE B
    PORTLAND,OR97222     		  PC GENERAL OPERATING SUPPORT 5,000
    EDISON HIGH SCHOOL
    9020 SW BEAVERTON HILLSDALE HIGHWAY
    PORTLAND,OR97225     		  PC GENERAL OPERATING SUPPORT 10,000
    FAMILY OF FRIENDS
    1333 NW EASTMAN PARKWAY
    GRESHAM,OR97030     		  PC GENERAL OPERATING SUPPORT 10,000
    FR BERNARD YOUTH CENTER
    PO BOX 790
    MT ANGEL,OR97362     		  PC GENERAL OPERATING SUPPORT 1,500
    GEARHART VOLUNTEER FIRE DEPARTMENT
    670 PACIFIC WAY
    GEARHART,OR97138     		  PC GENERAL OPERATING SUPPORT 3,000
    GONZAGA UNIVERSITY
    PO BOX 3463
    SPOKANE,WA99220     		  PC GENERAL OPERATING SUPPORT 30,000
    HOLY CROSS SCHOOL
    5202 N BOWDOIN
    PORTLAND,OR97203     		  PC GENERAL OPERATING SUPPORT 21,500
    HOLY FAMILY SCHOOL
    7425 SE CESAR CHAVEZ BLVD
    PORTLAND,OR97202     		  PC GENERAL OPERATING SUPPORT 15,000
    HOLY REDEEMER CATHOLIC SCHOOL
    127 N ROSA PARKS WAY
    PORTLAND,OR972172098     		  PC GENERAL OPERATING SUPPORT 21,000
    JANUS YOUTH PROGRAMS
    707 NE COUCH
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 5,000
    JESUIT HIGH SCHOOL
    9000 SW BEAVERTON-HILLSDALE HWY
    PORTLAND,OR97225     		  PC GENERAL OPERATING SUPPORT 6,200
    KNOM RADIO MISSION
    PO BOX 988
    NOME,AK99762     		  PC GENERAL OPERATING SUPPORT 4,000
    L'ARCHE PORTLAND
    435 SE 85TH AVENUE
    PORTLAND,OR97216     		  PC GENERAL OPERATING SUPPORT 4,000
    LASALLE CATHOLIC COLLEGE PREP
    11999 SE FULLER ROAD
    MILWAUKIE,OR97222     		  PC GENERAL OPERATING SUPPORT 25,000
    LEWIS & CLARK COLLEGE
    0615 SW PALATINE HILL ROAD
    PORTLAND,OR97219     		  PC GENERAL OPERATING SUPPORT 4,100
    LIFT URBAN PORTLAND
    2701 NW VAUGHN STREET SUITE 102
    PORTLAND,OR97210     		  PC GENERAL OPERATING SUPPORT 10,000
    LUKE-DORF INC
    8915 SW CENTER STREET
    TIGARD,OR97223     		  PC GENERAL OPERATING SUPPORT 2,500
    MARY'S WOODS
    17400 HOLY NAMES DRIVE
    LAKE OSWEGO,OR97034     		  PC GENERAL OPERATING SUPPORT 3,500
    MAYBELLE CENTER FOR COMMUNITY
    121 NW 6TH AVENUE
    PORTLAND,OR972093614     		  PC GENERAL OPERATING SUPPORT 15,000
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		  PC GENERAL OPERATING SUPPORT 15,000
    MEDICAL TEAMS INTERNATIONAL
    PO BOX 10
    PORTLAND,OR972070010     		  PC GENERAL OPERATING SUPPORT 3,000
    MOTHER AND CHILD EDUCATION CENTER
    1515 NE 41ST AVENUE
    PORTLAND,OR97323     		  PC GENERAL OPERATING SUPPORT 5,000
    NAMI MULTNOMAH
    524 NE 52ND AVENUE
    PORTLAND,OR972133047     		  PC GENERAL OPERATING SUPPORT 2,500
    NAMI SOUTHWEST WASHINGTON
    2500 MAIN STREET SUITE 120
    VANCOUVER,WA98660     		  PC GENERAL OPERATING SUPPORT 2,500
    NORTHWEST ASSOCIATION FOR BLIND ATHLETES
    PO BOX 65265
    VANCOUVER,WA98665     		  PC GENERAL OPERATING SUPPORT 1,500
    NORTHWEST CATHOLIC COUNSELING CENTER
    8383 NE SANDY BLVD SUITE 205
    PORTLAND,OR972204967     		  PC GENERAL OPERATING SUPPORT 10,000
    NORTHWEST CHILDREN'S OUTREACH
    PO BOX 1604
    LAKE OSWEGO,OR97035     		  PC GENERAL OPERATING SUPPORT 20,000
    NORTHWEST FAMILY SERVICES
    4805 NE GLISAN
    PORTLAND,OR97213     		  PC GENERAL OPERATING SUPPORT 5,000
    NORTHWEST PILOT PROJECT
    1430 SW BROADWAY SUITE 200
    PORTLAND,OR97201     		  PC GENERAL OPERATING SUPPORT 10,000
    NW KIDNEY KIDS
    PO BOX 230075
    PORTLAND,OR97281     		  PC GENERAL OPERATING SUPPORT 1,500
    OREGON FOOD BANK
    PO BOX 55370
    PORTLAND,OR97238     		  PC GENERAL OPERATING SUPPORT 50,000
    OREGON HARBOR OF HOPE
    1616 NW 13TH AVENUE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 5,000
    OUR LADY OF LOURDES
    4701 NW FRANKLIN STREET
    VANCOUVER,WA98663     		  PC GENERAL OPERATING SUPPORT 20,000
    OUR LADY OF VICTORY CATHOLIC CHURCH
    PO BOX 29
    SEASIDE,OR97138     		  PC GENERAL OPERATING SUPPORT 5,000
    PARK ACADEMY
    1915 SOUTH SHORE BLVD
    LAKE OSWEGO,OR97034     		  PC GENERAL OPERATING SUPPORT 5,000
    PHAME
    1631 NE BROADWAY 134
    PORTLAND,OR97232     		  PC GENERAL OPERATING SUPPORT 15,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT STREET
    PORTLAND,OR97211     		  PC GENERAL OPERATING SUPPORT 2,500
    PORTLAND RESCUE MISSION
    PO BOX 3713
    PORTLAND,OR972083713     		  PC GENERAL OPERATING SUPPORT 25,000
    PORTLAND STATE UNIVERSITY
    PO BOX 851
    PORTLAND,OR98207     		  PC GENERAL OPERATING SUPPORT 4,500
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296     		  PC GENERAL OPERATING SUPPORT 15,000
    QUAD INC
    5125 SW MACADAM AVENUE SUITE 205
    PORTLAND,OR972393820     		  PC GENERAL OPERATING SUPPORT 5,000
    RAPHAEL HOUSE
    4110 SE HAWTHORNE 503
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT 11,000
    ROSE HAVEN
    PO BOX 10405
    PORTLAND,OR97296     		  PC GENERAL OPERATING SUPPORT 15,000
    SACRED HEART CATHOLIC CHURCH MEDFORD
    3910 SE 11TH AVENUE
    PORTLAND,OR97202     		  PC GENERAL OPERATING SUPPORT 25,000
    SACRED HEART SCHOOL MEDFORD
    431 S IVY
    MEDFORD,OR97501     		  PC GENERAL OPERATING SUPPORT 10,000
    SANDY COMMUNITY ACTION CENTER
    PO BOX 11
    SANDY,OR97055     		  PC GENERAL OPERATING SUPPORT 7,000
    SCHOOLHOUSE SUPPLIES
    4916 NE 122ND
    PORTLAND,OR97230     		  PC GENERAL OPERATING SUPPORT 5,000
    SETON CATHOLIC COLLEGE PREP
    9000 NE 64TH AVENUE
    VANCOUVER,WA98665     		  PC GENERAL OPERATING SUPPORT 10,000
    SISTERS OF THE HOLY NAMES
    PO BOX 411
    MARYLHURST,OR970360411     		  PC GENERAL OPERATING SUPPORT 50,000
    SISTERS OF THE ROAD CAFE INC
    133 NW SIXTH AVENUE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 5,000
    SOCIETY OF ST VINCENT DE PAUL
    PO BOX 42157
    PORTLAND,OR97242     		  PC GENERAL OPERATING SUPPORT 45,000
    ST AGATHA
    7960 SE 15TH
    PORTLAND,OR97202     		  PC GENERAL OPERATING SUPPORT 18,000
    ST ANDRE BESSETTE
    601 W BURNSIDE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 10,000
    ST ANDREW NATIVITY SCHOOL
    PO BOX 111227
    PORTLAND,OR97211     		  PC GENERAL OPERATING SUPPORT 52,500
    ST ANTHONY OF PADUA CATHOLIC CHURCH
    3720 SE 79TH AVENUE
    PORTLAND,OR97206     		  PC GENERAL OPERATING SUPPORT 5,000
    ST FRANCIS ASSISI CATHOLIC SCHOOL BANKS
    38975 NW HARRINGTON ROAD
    BANKS,OR97106     		  PC GENERAL OPERATING SUPPORT 10,000
    ST FRANCIS CATHOLIC SCHOOL SHERWOOD
    15643 SW OREGON STREET
    SHERWOOD,OR97140     		  PC GENERAL OPERATING SUPPORT 6,000
    ST FRANCIS DINING HALL
    PO BOX 6692
    PORTLAND,OR972286692     		  PC GENERAL OPERATING SUPPORT 10,000
    ST FRANCIS OF ASSISI CHURCH PORTLAND
    1131 SE OAK STREET
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT 5,000
    ST IGNATIUS SCHOOL
    3330 SE 43RD AVENUE
    PORTLAND,OR97206     		  PC GENERAL OPERATING SUPPORT 20,000
    ST JOHN THE APOSTLE SCHOOL
    516 FIFTH STREET
    OREGON CITY,OR97045     		  PC GENERAL OPERATING SUPPORT 20,000
    ST JOHN THE BAPTIST SCHOOL
    19056 SE 25TH AVENUE
    MILWAUKIE,OR97222     		  PC GENERAL OPERATING SUPPORT 15,000
    ST LUKE CATHOLIC SCHOOL
    529 HARRISON STREET
    WOODBURN,OR97071     		  PC GENERAL OPERATING SUPPORT 10,000
    ST MARY CATHOLIC SCHOOL
    1066 N 6TH AVENUE
    STAYTON,OR97383     		  PC GENERAL OPERATING SUPPORT 23,000
    ST MARY'S ACADEMY
    1615 SW 5TH AVENUE
    PORTLAND,OR97201     		  PC GENERAL OPERATING SUPPORT 100,000
    ST MARY'S HOME FOR BOYS
    16535 SW TUALATIN VALLEY HIGHWAY
    BEAVERTON,OR97006     		  PC GENERAL OPERATING SUPPORT 5,000
    ST MATTHEW CATHOLIC SCHOOL
    221 SE WALNUT STREET
    HILLSBORO,OR97123     		  PC GENERAL OPERATING SUPPORT 10,000
    ST PATRICK CATHOLIC CHURCH
    PO BOX 10146
    PORTLAND,OR97296     		  PC GENERAL OPERATING SUPPORT 5,000
    ST ROSE SCHOOL
    5309 NE ALAMEDA STREET
    PORTLAND,OR97213     		  PC GENERAL OPERATING SUPPORT 10,000
    ST THERESE CATHOLIC SCHOOL
    1260 NE 132ND AVENUE
    PORTLAND,OR97230     		  PC GENERAL OPERATING SUPPORT 22,000
    ST THOMAS MORE SCHOOL
    3525 SW PATTON ROAD
    PORTLAND,OR97221     		  PC GENERAL OPERATING SUPPORT 10,000
    ST VINCENT DEPAUL AT HOLY CROSS CHURCH
    5227 N BOWDOIN
    PORTLAND,OR97203     		  PC GENERAL OPERATING SUPPORT 3,500
    STORE TO DOOR
    7730 SW 31ST AVENUE
    PORTLAND,OR97219     		  PC GENERAL OPERATING SUPPORT 20,000
    TARAHUMARA CHILDREN'S HOSPITAL
    14009 SE MATILDA DRIVE
    MILWAUKIE,OR97267     		  PC GENERAL OPERATING SUPPORT 10,000
    THE GROTTO
    PO BOX 20008
    PORTLAND,OR972940008     		  PC GENERAL OPERATING SUPPORT 10,000
    THE HAITIAN PROJECT INC
    PO BOX 6891
    PROVIDENCE,RI02940     		  PC GENERAL OPERATING SUPPORT 5,000
    THE MARIPOSA DR FOUNDATION
    421 N AURORA STREET
    ITHACA,NY14850     		  PC GENERAL OPERATING SUPPORT 10,000
    TRANSITION PROJECTS INC
    665 NW HOYT STREET
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 10,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 2,000
    VALLEY CATHOLIC SCHOOL
    4275 SW 148TH AVENUE
    BEAVERTON,OR97078     		  PC GENERAL OPERATING SUPPORT 10,000
    VISITATION CATHOLIC SCHOOL
    4189 NW VISITATION ROAD
    FOREST GROVE,OR97116     		  PC GENERAL OPERATING SUPPORT 15,000
    WHEEL TO WALK FOUNDATION
    PO BOX 20146
    PORTLAND,OR97294     		  PC GENERAL OPERATING SUPPORT 5,000
    WHITTIER COLLEGE
    PO BOX 634
    WHITTIER,OR90608     		  PC GENERAL OPERATING SUPPORT 24,000
    Total .................................bullet 3a 1,623,250
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 957,107  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 312,071  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 659,428  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,928,606 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,928,606
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
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    with the preparer shown below?
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    Signature of officer or trustee Date Title
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    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 15,214 7,607   7,607

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    VEHICLE - CAMRY 2015-11-10 32,859 28,479 SL 5.000000000000 4,380 0    
    COMPUTER 2009-11-23 430 417 SL 5.000000000000 0 0    
    LAND 1999-10-01 371,855   L   0 0    
    ELECTRICAL 1999-10-01 33,130 18,324 SL 39.000000000000 849 849    
    HEATING AND AIR CONDITIONING 1999-10-01 36,763 20,354 SL 39.000000000000 943 943    
    PAVING 1999-10-01 13,252 11,532 SL 15.000000000000 0 0    
    LAND 1999-10-01 70,345   L   0 0    
    BUILDING 1999-10-01 239,049 132,284 SL 39.000000000000 6,129 6,129    
    ROOF 1999-10-01 14,285 7,900 SL 39.000000000000 366 366    
    LEASEHOLD IMPROVEMENTS 1999-10-01 64,882 35,915 SL 39.000000000000 1,664 1,664    
    COMPUTER 1999-10-01 8,555 8,108 SL 5.000000000000 0 0    
    SOFTWARE 1999-10-01 2,884 2,884 SL 3.000000000000 0 0    
    LAND 2011-10-01 1,818,202   L   0 0    
    LAND 2012-02-28 720,000   L   0 0    
    ROOF 2016-03-18 21,465 2,063 SL 39.000000000000 550 550    
    COMPUTER - MACBOOK 2017-08-29 1,948 910 SL 5.000000000000 390 0    
    VEHICLE - CAMRY 2020-08-19 50,278   SL 5.000000000000 3,352 0    
    IMPROVEMENTS 2017-06-26 3,599 230 SL 39.000000000000 92 92    
    2018 IMPROVEMENTS 2018-12-26 91,939 2,455 SL 39.000000000000 2,357 2,357    
    IMPROVEMENTS - SIDING/TRIM 2001-10-07 68,167 1,748 SL 39.000000000000 1,748 1,748    
    SIDEWALK AND CURB IMPROVEMENTS 2019-04-05 6,291 114 SL 39.000000000000 161 161    
    2020 IMPROVEMENTS 2020-05-15 76,045   SL 39.000000000000 1,219 1,219    
    FURNITURE AND FIXTURES 2020-05-15 55,618   SL 7.000000000000 3,973 5,297    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA SORP FX/FLT JR SUBORDINATED 444,485 502,850
    FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL 203,254 202,930
    TRUIST FINL CORP JR SUBORDINATED SER L FIX/FLT PERP CALLABLE 626,402 609,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 50,580 60,438
    ABBVIE INC 80,935 118,294
    ALASKA AIR GROUP INC 24,207 47,736
    ALPHABET INC NON VOTING CL C 101,312 178,692
    AMAZON COM INC 258,971 358,262
    AMERICAN TOWER CORP 50,301 46,688
    AMERICAN WATER WORKS CO INC 25,896 31,768
    APPLE INC 68,187 245,742
    APPLE INC 93,920 530,760
    AT HOME GROUP INC 76,509 109,024
    AT&T INC 51,984 50,042
    BAXTER INTERNATIONAL INC 11,515 14,764
    BLACK ROCK INC 25,387 39,685
    BOEING CO 153,118 171,248
    BROADRIDGE FINANCIAL SOLUTIONS 27,339 35,236
    CAESARS ENTERTAINMENT INC 67,309 231,945
    CARDLYTICS INC 69,729 234,428
    CELANESE CORPORATION SERIES A 32,928 41,841
    COLGATE-PALMOLIVE CO 15,403 17,786
    COSTCO WHSL CORP NEW 24,930 31,650
    FACEBOOK INC CLASS A 162,041 261,141
    FIDELITY NATIONAL INFORMATION SVCS 40,100 58,706
    HILTON GRAND VACATIONS INC 75,455 108,126
    HOME DEPOT INC 44,781 70,921
    HONEYWELL INTERNATIONAL INC 28,680 40,200
    KLA CORP 59,202 120,134
    LPL FINANCIAL HOLDINGS INC 129,317 190,410
    MASIMO CORP 52,759 82,124
    MASTERCARD INC CL A 53,162 140,991
    MGM RESORTS INTL 72,929 195,551
    MICROSOFT CORP 51,224 82,073
    MOLINA HEALTHCARE INC 34,647 51,681
    MOTOROLA SOLUTIONS INC 106,168 108,498
    NORTHROP GRUMMAN CORP 45,733 50,584
    PARTY CITY HOLDCO INC 63,075 141,013
    PENN NATIONAL GAMING INC 55,463 232,249
    PEPSICO INC 51,852 68,663
    PROCTOR & GAMBLE CO 26,834 30,750
    SCOTTS MIRACLE-GRO CO 51,504 81,647
    SPDR GOLD TRUST 113,071 118,788
    STARBUCKS CORP 27,464 35,624
    UNITED PARCEL SERVICE 28,396 43,616
    UNITEDHEALTH GROUP 20,594 31,211
    VISA INC CLASS A 62,925 123,582
    WALMART INC 24,750 28,974
    WALT DISNEY CO 128,194 181,724
    ZILLOW GROUP INC CL A 95,666 206,493

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    14,004,400
    State & Local Government Securities - End of Year Fair Market Value:


    13,878,399


    TY 2020 InvestmentsLandSchedule2
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 371,855 0 371,855  
    ELECTRICAL 33,130 19,173 13,957  
    HEATING AND AIR CONDITIONING 36,763 21,297 15,466  
    PAVING 13,252 11,532 1,720  
    LAND 70,345 0 70,345  
    BUILDING 239,049 138,413 100,636  
    ROOF 14,285 8,266 6,019  
    LEASEHOLD IMPROVEMENTS 64,882 37,579 27,303  
    COMPUTER 8,555 8,108 447  
    SOFTWARE 2,884 2,884 0  
    LAND 1,818,202 0 1,818,202  
    LAND 720,000 0 720,000  
    ROOF 21,465 2,613 18,852  
    IMPROVEMENTS 3,599 322 3,277  
    2018 IMPROVEMENTS 91,939 4,812 87,127  
    IMPROVEMENTS - SIDING/TRIM 68,167 3,496 64,671  
    SIDEWALK AND CURB IMPROVEMENTS 6,291 275 6,016  
    2020 IMPROVEMENTS 76,045 1,219 74,826  
    FURNITURE AND FIXTURES 55,618 3,973 51,645  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMER BALANCED FD CL A AT COST 509,173 595,726
    AMER MUTUAL FD INC A AT COST 1,088,678 1,812,737
    CAPITAL WORLD GROWTH & INCOME AT COST 374,864 653,423
    FIRST TRUST AMERICAN RECOVERY PORTFOLIO SERIES 3 CASH AT COST 148,004 154,188
    FIRST TRUST CORE HOLDINGS GROWTH TRUST 2020 SPRING SR C AT COST 451,994 524,510
    FIRST TRUST DEFENSIVE EQUITY PORTFOLIO SERIES 51 CASH AT COST 299,999 324,477
    FIRST TRUST DIVIDEND STRENGTH PORT SERIES 44 CASH AT COST 781,985 931,274
    FIRST TRUST DIVIDEND STRENGTH PORT SERIES 45 C AT COST 249,998 318,375
    FIRST TRUST DOW JONES INTERNET INDEX ETF AT COST 149,956 248,521
    FIRST TRUST INCOME DIVDEND EQUITY ALLOCATION IDEA 23 CASH AT COST 249,991 259,451
    FIRST TRUST INTERMEDIATE DURATION PFD & INCOME FUND AT COST 129,711 171,621
    FIRST TRUST LOW DURATION OPPORTUNITIES ETF AT COST 155,542 155,542
    FIRST TRUST MARKET STRENGTH ALLOC SELECT PORT SER 39 CASH AT COST 439,982 632,444
    FUNDAMENTAL INVS INC AT COST 1,695,747 2,422,267
    INVESTMENT CO AMERICA CL A AT COST 1,209,790 2,002,588
    ISHARES 10-20 YR TREASURY BOND ETF AT COST 259,209 244,721
    ISHARES 20+ YR TREASURY BOND ETF AT COST 259,139 242,116
    PIMCO ENHANCED SHORT MATURITY ACTIVE ETF AT COST 204,041 204,080
    SPDR SERIES TRUST S&P BIOTECH ETF AT COST 205,598 294,371
    WASH MUTL INVS FD INC AT COST 1,046,980 1,654,204

    TY 2020 LandEtcSchedule2
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 430 417 13  
    COMPUTER - MACBOOK 1,948 1,300 648  
    VEHICLE - CAMRY 50,278 3,352 46,926  


    TY 2020 LegalFeesSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 16,491 8,245   8,246


    TY 2020 OtherAssetsSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MACADAM WAREHOUSE PROPERTIES 1,450,811 1,450,811 1,450,811
    TIMBERLAND 21,534 21,534 21,534


    TY 2020 OtherExpensesSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 3,012 1,506   1,506
    RENTAL EXPENSES 34,773 34,773   0
    INSURANCE 14,099 7,050   7,049
    OTHER EXPENSE 886 0   886


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO - INVESTMENT MANAGEMENT FEES 58,324 58,324   0


    TY 2020 TaxesSchedule
    Name:
    BP LESTER & REGINA JOHN FOUNDATION
    EIN:
    23-7110263
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON DEPARTMENT OF JUSTICE ANNUAL FEES 2,400 0   2,400
    PROPERTY TAXES 821 0   0