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
KOHNSTAMM FAMILY FOUNDATION
C/O MOSS ADAMS LLP
Number and street (or P.O. box number if mail is not delivered to street address)805 SW BROADWAY NO 1200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97205
A Employer identification number

93-1160719
B Telephone number (see instructions)

(503) 242-1447
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$2,152,686
J 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) 148,458
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4  
4 Dividends and interest from securities... 66,375 66,375  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 105,342
b Gross sales price for all assets on line 6a 129,516
7 Capital gain net income (from Part IV, line 2)... 105,342
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........ 320,179 171,721  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,000 1,500   1,500
c Other professional fees (attach schedule).... 220 220   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 901 541   185
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 240 190   64
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,361 2,451   1,749
25 Contributions, gifts, grants paid....... 145,814 145,814
26 Total expenses and disbursements. Add lines 24 and 25 150,175 2,451   147,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 170,004
b Net investment income (if negative, enter -0-) 169,270
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............. 5,898 15,546 15,546
2 Savings and temporary cash investments......... 4,424 100,926 100,926
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 939,433 Click to see attachment993,343 2,036,214
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 949,755 1,109,815 2,152,686
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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........ 8,288 8,288
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 941,467 1,101,527
29 Total net assets or fund balances (see instructions)..... 949,755 1,109,815
30 Total liabilities and net assets/fund balances (see instructions). 949,755 1,109,815
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
949,755
2
Enter amount from Part I, line 27a .....................
2
170,004
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,119,759
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,944
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,109,815
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 MICROSOFT CORP P 2012-08-15 2020-06-11
b MICROSOFT CORP P 2013-04-11 2020-06-11
c ADOBE INC P 2016-06-24 2020-12-29
d COLUMBIA SELIGMAN COMM P 1996-01-31 2020-12-29
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 45,843   7,235 38,608
b 8,405   1,265 7,140
c 25,268   4,706 20,562
d 50,000   10,968 39,032
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       38,608
b       7,140
c       20,562
d       39,032
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 2 105,342
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 2,353
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 2,353
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,353
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 22
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 375
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletMOSS ADAMS LLP Telephone no.bullet (503) 242-1447

    Located atbullet805 SW BROADWAY SUITE 1200PORTLANDOR 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
     
     
    ........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
    MOLLY D KOHNSTAMM DIRECTOR/PRESIDENT
    0.50
    0 0 0
    805 SW BROADWAY SUITE 1200
    PORTLAND,OR97205
    KEVIN R KOHNSTAMM DIRECTOR/SEC-TREASURER
    0.50
    0 0 0
    805 SW BROADWAY SUITE 1200
    PORTLAND,OR97205
    JOHN KOHNSTAMM DIRECTOR/VICE-PRESIDENT
    0.50
    0 0 0
    805 SW BROADWAY SUITE 1200
    PORTLAND,OR97205
    DAVID KOHNSTAMM DIRECTOR/VICE-PRESIDENT
    0.50
    0 0 0
    805 SW BROADWAY SUITE 1200
    PORTLAND,OR97205
    JEFF KOHNSTAMM DIRECTOR/VICE-PRESIDENT
    0.50
    0 0 0
    805 SW BROADWAY SUITE 1200
    PORTLAND,OR97205
    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 NONE 0
    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
    1,684,180
    b
    Average of monthly cash balances.......................
    1b
    44,685
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,728,865
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,728,865
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,933
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,702,932
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    85,147
    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
    85,147
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,353
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,353
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    82,794
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    82,794
    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
    82,794
    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
    147,563
    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
    147,563
    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
    147,563
    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 82,794
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 32,179
    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$ 147,563
    a Applied to 2019, but not more than line 2a 32,179
    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..... 82,794
    e Remaining amount distributed out of corpus 32,590
    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 32,590
    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 ..........
    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 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 ......
    32,590
    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.... 32,590
    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).)
    MOLLY D KOHNSTAMM
    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
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
      PC HEART DISEASE RESEARCH 100
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
      PC INVEST IN NATIVE STUDENTS AND TRIBAL COLLEGE EDUCATION TO TRANSFORM LIVES AND COMMUNITIES. 250
    AMERICAN LUNG ASSOCIATION
    16037 SW UPPER BOONES FERRY RD
    SUITE 165
    TIGARD,OR97224
      PC BUILD A WORLD FREE OF LUNG DISEASE 100
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001
      PC HUMAN RIGHTS ACTIVIST ORGANIZATION 100
    BLACK RESILIENCE FUND
    PO BOX 6807
    PORTLAND,OR97228
      PC TO PROVIDE IMMEDIATE RESOURCES TO BLACK PORTLANDERS 500
    BUSTIN BARRIERS
    5901 SW MACADAM SUITE 100
    PORTLAND,OR97239
      PC TO PROVIDE SAFE PHYSICAL ACTIVITIES AND MEANINGFUL SOCIALIZATION EXPERIENCES FOR INDIVIDUALS EXPERIENCING DISABILITY 250
    CASA FOR CHILDREN
    1401 NE 68TH AVE
    PORTLAND,OR97213
      PC TO QUICKLY AND EFFECTIBELY SECURE A SAFE AND PERMANENT HOME FOR FOSTER CHILDREN 250
    CHILDRENS CANCER ASSOCIATION
    1200 NW NAITO PKWY SUITE 140
    PORTLAND,OR97209
      PC TO CREATE TRANSFORMATIVE MOMENTS OF JOY FOR FAMILIES FACING CANCER AND OTHER SERIOUS ILLNESSES. 250
    COALITION FOR RAINFOREST NATIONS
    52 VANDERBILT AVE SUITE 1401
    NEW YORK,NY10017
      PC TO ASSIST TROPICAL GOVERNMENTS, COMMUNITIES AND PEOPLES RESPONSIBLY MANAGE THEIR RAINFORESTS. 250
    COLUMBIA LAND TRUST
    1351 OFFICERS ROW
    VANCOUVER,WA98661
      PC CONSERVATION OF NATURAL RESOURCES OF THE COLUMBIA RIVER REGION 250
    DESCHUTES LAND TRUST
    210 NW IRVING AVE SUITE 102
    BEND,OR97703
      PC CONSERVE AND CARE FOR THE LANDS AND WATERS THAT SUSTAIN CENTRAL OREGON 250
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE 2ND FLOOR
    NEW YORK,NY10001
      PC EMERGENCY MEDICAL ASSISTANCE 100
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE S
    NEW YORK,NY10010
      PC PROTECT ENVIRONMENTAL RIGHTS 250
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104
      PC TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE US 500
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501
      PC TO STRENGTHEN AND REVITALIZE NATIVE AMERICAN ECONOMIES AND COMMUNITIES 250
    FOREST PARK CONSERVANCY
    210 NW 17TH AVENUE
    PORTLAND,OR97209
      PC TO PROTECT AND FOSTER THE HEALTH OF FOREST PARK 250
    FRANCONI ANEMIA
    5738 SW RIVERPOINT LANE
    PORTLAND,OR97239
      PC TO FIND LIFE-EXTENDING THERAPIES FOR INDIVIDUALS AFFECTED BY FANCONI ANEMIA. 250
    FRIENDS OF THE CHILDREN
    44 NE MORRIS ST
    PORTLAND,OR97212
      PC TO IMPROVE LIVES OF AT-RISK YOUTH 250
    FRIENDS OF THE COLUMBIA GORGE
    522 SW 5TH AVE SUITE 720
    PORTLAND,OR97204
      PC MAINTENANCE/EDUCATION OF THE COLUMBIA GORGE 1,000
    FRIENDS OF THE SMITHSONIAN
    PO BOX 37012
    WASHINGTON,DC20013
      PC TO PROVIDE PHILANTHROPIC SUPPORT TO THE ENTIRE INSTITUTION 250
    FRIENDS OF TREES
    3117 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212
      PC TO PLANT TREES AND GROW HEALTHY COMMUNITY 100
    FRIENDS OF TRYON CREEK STATE PARK
    11321 SW TERWILLIGER BLVD
    PORTLAND,OR97219
      PC CONSERVE AND ENHANCE THE NATURAL RESOURCES 250
    GREATER THAN
    2916 NE ALBERTA ST SUITE D
    PORTLAND,OR97211
      PC COMMITTED TO REDUCING POVERTY-RELATED BARRIERS IN EDUCATION WITH THE SUPPORT OF COMMUNITY PARTNERS. 250
    HABITAT FOR HUMANITY
    1478 NE KILLINGSWORTH ST
    PORTLAND,OR97211
      PC HOUSING FOR THE COMMUNITY 250
    HARBOR OF HOPE
    1616 NW 13TH AVE
    PORTLAND,OR97209
      PC TO ADDRESS THE DIVERSE NEEDS OF THE HOMELESS POPULATION IN PORTAND AND SURROUNDING COMMUNITIES. 1,000
    HIGH DESERT MUSEUM
    59800 US-97
    BEND,OR97702
      PC DISCOVER THE NATURAL WORLD AND CULTURAL HISTORY OF THE HIGH DESERT 250
    HOYT ARBORETUM
    4000 SW FAIRVIEW BLVD
    PORTLAND,OR97221
      PC SUPPORTING CONSERVATION, EDUCATION, AND RECREATION PROGRAMS AT HOYT ARBORETUM 250
    HUMAN RIGHTS CAMPAIGN
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
      PC TO END DISCRIMINATION AGAINST LGBTQ PEOPLE AND REALIZE A WORLD THAT ACHIEVES FUNDAMENTAL FAIRNESS AND EQUALITY 100
    IMPACT NW
    PO BOX 33530
    PORTLAND,OR97292
      PC PREVENT HOMELESSNESS IN THE LOCAL COMMUNITY 250
    INTERNATIONAL RESCUE COMMITTEE INC
    122 EAST 42ND ST
    NEW YORK,NY10168
      PC TO HELP INDIVIDUALS WHOSE LIVES ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER AND GAIN CONTROL OF THEIR FUTURE 500
    IPPF-WHR
    125 MAIDEN LN
    NEW YORK,NY10038
      PC TO BUILD STRONG INSTITUTIONS AND HEALTHY COMMUNITIES THROUGHOUT THE REGION 250
    JANUS YOUTH PROGRAMS
    707 NE COUCH ST
    PORTLAND,OR97232
      PC TO CHANGE LIVES AND BUILD FUTURES FOR CHILDREN, YOUTH, AND FAMILIES 250
    KENYA KEYS
    5314 TUALATA COURT
    LAKE OSWEGO,OR97035
      PC EDUCATIONAL OPPORTUNITIES TO THOSE WHO HAVE NONE 1,000
    LEAGUE OF WOMEN VOTERS OF PORTLAND
    618 NW GLISAN STREET SUITE 303
    PORTLAND,OR97209
      PC TO FIGHT FOR FREE, FAIR AND ACCESSIBLE ELECTIONS 600
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540
      PC PROVIDE AUDIO BOOKS 100
    LIFT URBAN PORTLAND
    2701 NW VAUGHN ST SUITE 102
    PORTLAND,OR97210
      PC ENUSRE FOOD SECURITY FOR THOSE WITH LOW INCIME 500
    LITERARY ARTS
    925 SW WASHINGTON ST
    PORTLAND,OR97205
      PC TO ENGAGE READERS, SUPPORT WRITERS, AND INSPIRE THE NEXT GENERATION WITH GREAT LITERATURE. 250
    MEALS ON WHEELS PEOPLE INC
    7710 SW 31ST AVE
    PORTLAND,OR97219
      PC TO ENSURE NO SENIOR WILL GO HUNGRY 250
    MENTAL HEALTH AMERICA
    500 MONTGOMERY ST SUITE 820
    ALEXANDRIA,VA22314
      PC TO PROMOTE MENTAL HEALTH AS A CRITICAL PART OF OVERALL WELLNESS 500
    MERCY CORPS
    3015 SW 1ST AVE
    PORTLAND,OR97201
      PC PROVIDE HUMANITARIAN RELIEF 500
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT ST
    PORTLAND,OR97214
      PC HELP PEOPLE MOVE BEYOND THE LIMITATIONS OF POVERTY, INEQUITY, AND SOCIAL ISOLATION 5,000
    MISCELLANEOUS CONTRIBUTIONS
    MISCELLANEOUS
    PORTLAND,OR97209
      PC MISCELLANEOUS 3,300
    MORRISON CHILD & FAMILY SERVICE
    1500 NE IRVING ST SUITE 250
    PORTLAND,OR97232
      PC CHILD AND FAMILY MENTAL HEALTH 258
    NARAL PRO-CHOICE OREGON FOUNDATION
    PO BOX 40472
    PORTLAND,OR97240
      PC ACCESS TO ALL REPRODUCTIVE HEALTH CARE 250
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    5331 SW MACADAM AVE
    PORTLAND,OR97239
      PC UNITED IN COLLECTIVE POWER TO END MS 100
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190
      PC CONSERVATION OF WILDLIFE 250
    NATIVE AMERICAN RIGHTS FUND
    1506 BROADWAY
    BOULDER,CO80302
      PC TO PROVIDE SPECIALIZED LEGAL ASSISTANCE TO NATIVE AMERICAN TRIBES, ORGANIZATIONS, AND INDIVIDUALS NATIONWIDE 100
    NATIVE FISH SOCIETY
    813 7TH STREET SUITE 200A
    OREGON CITY,OR97045
      PC TO ADVOCATE FOR HISTORIBALLY ABUNDANT WILD, NATIVE FISH AND PROMOTE THE STEWARDSHIP OF THE HABITATS THAT SUSTAIN THEM 10,000
    NEW THOUGHT CSL
    5319 SW WESTGATE DR SUITE 149
    PORTLAND,OR97221
      PC SPREADING PEACE AND SPIRITUAL UNITY BRIDGING DIVERSITY AND UNIFYING ALL CREATION THROUGH GOD 100,000
    OASSIS
    5409 EGLINTON AVE W SUITE 208
    ETOBICOKE,ONTARIO  
    CA
      PC COMMITED TO PROVIDING ACCESS TO AFFORDABLE, COMPREHENSIVE EMPLOYEE BENEFITS FOR COMMUNITED-BASED ORGANIZATIONS 100
    OHSU FOUNDATION
    1121 SW SALMON ST SUITE 100
    PORTLAND,OR97205
      PC TO SECURE PRIVATE PHILANTHROPIC SUPPORT TO ADVANCE OHSU'S VITAL MISSIONS 500
    OMSI
    1945 SE WATER AVE
    PORTLAND,OR97214
      PC TO DELIVER INTERACTIVE, HANDS-ON, FUN, AND EDUCATIONAL SCIENCE PROGRAMMING TO OUR COMMUNITY. 250
    OPB CORNERSTONE SOCIETY
    7140 SW MACADAM AVE
    PORTLAND,OR97219
      PC ENABLES OPB TO BRING RADIO, TELEVISION, AND ONLINE INFORMATION TO MORE THAN 1.5 MILLION PEOPLE EACH WEEK. 1,500
    OREGON FOOD BANK
    7900 NE 33RD DR
    PORTLAND,OR97211
      PC PROVIDES NUTRITIOUS MEALS TO INDIVIDUALS, CHILDREN, AND FAMILIES ACROSS OREGON 500
    OREGON WILD
    5825 N GREELEY AVENUE
    PORTLAND,OR97217
      PC PROTECTING OREGON'S WILD LANDS, WILDLIFE, AND WATER 500
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR97221
      PC TO FOSTER COMMUNITY PRIDE AND INVOLVEMENT IN THE OREGON ZOO AND TO SECURE FINANCIAL SUPPORT FOR THE ZOOS CONSERVATION, EDUCATION AND ANIMAL WELFARE PROGRAMS 500
    PARTNERS IN HEALTH
    800 BOYLSTON ST SUITE 300
    BOSTON,MA02199
      PC TO PROVIDE A PREFERENTIAL OPTION FOR THE POOR IN HEALTH CARE 250
    PLAY WRITE
    PO BOX 13420
    PORTLAND,OR97213
      PC USING THE POWER OF PERFORMANCE IN ART TO TRANSFORM THE LIVES OF YOUTH AT THE EDGE. 250
    POPULATION CONNECTION
    PO BOX 97129
    WASHINGTON,DC20090
      PC TO ENSURE THAT EVERYONE AROUND THE WORLD WHO WANTS TO DELAY OR END CHILDBEARING HAS ACCESS TO THE HEALTH SERVICES AND CONTRACEPTIVE SUPPLIES THEY NEED IN ORDER TO DO SO 250
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205
      PC TO PROVIDE PUBLIC ACCESS TO ART OF LASTING CULTURAL VALUE FOR THE EDUCATION AND ENRICHMENT OF OUR COMMUNITY. 250
    PORTLAND ASSISTANCE LEAGUE
    4000 SW 117TH AVE
    BEAVERTON,OR97005
      PC TO DEVELOP PHILANTHROPIC PROGRAMS TO MEET THE NEEDS IN THE LOCAL COMMUNITY 1,000
    PORTLAND AUDUBON
    5151 NW CORNELL RD
    PORTLAND,OR97210
      PC TO HELP PROTECT NATIVE BIRDS, OTHER WILDLIFE AND THEIR HABITATS ACROSS THE OREGON LANDSCAPE 250
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209
      PC PROMOTES THEATRICAL ARTS 250
    PORTLAND RESCUE MISSION
    111 W BURNSIDE ST
    PORTLAND,OR97209
      PC TO BREAK THE CYCLE OF HOMELESSNESS, ADDICTION, AND DESPAIR IN THE LIVES OF HURTING PEOPLE IN NEED 250
    PORTLAND SYMPHONIC CHOIR
    1907 NE 45TH AVE SUITE 9
    PORTLAND,OR97213
      PC TO BRING OUR VOICES AND MUSIC TO OUR COMMUNITY 250
    PROJECT LEMONADE
    1008 LLOYD CENTER
    PORTLAND,OR97232
      PC TO INSPIRE SELF-ESTEEM IN FOSTER YOUTH 250
    RAPHAEL HOUSE
    2057 NW OVERTON
    PORTLAND,OR97209
      PC PROVIDES FOOD/CLOTHING TO THE NEEDY 250
    RIVERDALE SCHOOL FOUNDATION
    PO BOX 69015
    PORTLAND,OR97239
      PC TO CULTIVATE AND ENSURE EDUCATIONAL EXCELLENCE BY SUPPORTING THE RIVERDALE SCHOOL DISTRICT 250
    SAVE THE CHILDREN
    501 KINGS HIGHWAY E SUITE 400
    FAIRFIELD,CT06825
      PC TO IMPROVE THE LIVES OF CHILDREN THROUGH BETTER EDUCATION, HEALTH CARE, AND ECONOMIC OPPORTUNITIES 256
    SIERRA CLUB
    1821 SE ANKENY ST
    PORTLAND,OR97214
      PC TO PROTECT OUR WILDLANDS AND WILDLIFE, KEEPING OUR AIR AND WATER FREE FROM POLLUTION, AND PROMOTING A CLEAN ENERGY FUTURE 100
    SISTERS OF THE ROAD
    133 NW SIXTH AVE
    PORTLAND,OR97209
      PC TO HELP BUILD RELATIONSHIPS 250
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090
      PC PROVIDE A CHILD BORN WITH A CLEFT THE SAME OPPORTUNITIES IN LIFE AS A CHILD BORN WITHOUT. 250
    SOLVE
    2000 SW 1ST AVE SUITE 400
    PORTLAND,OR97201
      PC ENVIRONMENTAL CONSERVATION 250
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
      PC TO COMBAT DISCRIMINATION THROUGH EDUCATION 250
    SPECIAL OLYMPICS OREGON
    1133 19TH ST NW
    WASHINGTON,DC20036
      PC SPORTS TRAINING/COMPETITION TO THE DISABLED 250
    THE ALS ASSOCIATION
    1300 WILSON BLVD SUITE 600
    ARLINGTON,VA22209
      PC TO FUND GLOBAL ALS RESEARCH, PROVIDES CARE SERVICES AND PROGRAMS TO PEOPLE AFFECTED BY ALS 250
    THE CARTER CENTER
    ONE COPENHILL 453 FREEDOM PKWY NE
    ATLANTA,GA30307
      PC PROVIDE PEOPLE THE SKILLS, KNOWLEDGE, AND ACCESS TO RESOURCES NEEDED TO IMPROVE THEIR OWN LIVES. 250
    THE DOUGY CENTER
    3909 SE 52ND AVE
    PORTLAND,OR97206
      PC TO PROVIDE SUPPORT IN A SAFE PLACE WHERE CHILDREN, TEENS, YOUNG ADULTS, AND FAMILIES WHO ARE GRIEVING CAN SHARE THEIR EXPERIENCES BEFORE AND AFTER A DEATH 250
    THE FUND FOR PUBLIC SCHOOLS
    501 NORTH DIXON ST
    PORTLAND,OR97227
      PC TO CREATE, COORDINATE, AND FACILITATE PUBLIC, PRIVATE, AND PHILANTHROPIC PARTNERSHIPS THAT FOSTER EQUITABLE OPPORTUNITIES AND BENEFITS FOR PPS STUDENTS 250
    THE LIBRARY FOUNDATION
    620 SW 5TH AVE SUITE 1025
    PORTLAND,OR97204
      PC FOR A LIFETIME OF LEARNING 100
    THE NATIONAL FOREST FOUNDATION
    805 SW BROADWAY SUITE 2100
    PORTLAND,OR97205
      PC HELPS CARE FOR LANDSCAPES 100
    THE NATURE CONSERVANCY
    821 SE 14TH AVE
    PORTLAND,OR97214
      PC PROTECTS EARTH'S NATURAL RESOURCES AND BEAUTY 250
    THE WILDERNESS SOCIETY
    1615 M ST NW SUITE 200
    WASHINGTON,DC20036
      PC PROTECTING NATURAL AREAS AND FEDERAL PUBLIC LANDS 250
    TRANSITIONS PROJECTS
    665 NW HOYT STREET
    PORTLAND,OR97209
      PC HELPS PEOPLE MOVE FROM HOMELESSNESS TO HOUSING 250
    TRUST WOMEN
    PO BOX 3222
    WICHITA,KS67201
      PC TO OPEN CLINICS THAT PROVIDE ABORTION CARE IN UNDERSERVED COMMUNITIES 100
    UNHCR
    1310 L ST NW SUITE 450
    WASHINGTON,DC20005
      PC TO AID AND PROTECT REFUGEES, FORCIBLY DISPLACED COMMUNITIES, AND STATELESS PEOPLE 500
    UNITED WAY JACKSON CO
    60 HAWTHORNE ST
    MEDFORD,OR97504
      PC TO LEARN, ENGAGE AND CREATE CHANGE ON THE ISSUES FACING OUR COMMUNITY 250
    WATERORG
    40 WORTH ST SUITE 330
    NEW YORK,NY10013
      PC TO FUND WATER PROJECTS 250
    WESTERN RIVERS CONSERVANCY
    71 SW OAK ST
    PORTLAND,OR97204
      PC PROTECT RIVERLANDS ON STREAMS ACROSS THE WEST 250
    WILD RIVERS LAND TRUST
    PO BOS 1158
    PORT ORFORD,OR97465
      PC ENVIRONMENTAL CONSERVATION 250
    WILD SALMON CENTER
    721 NW 9TH AVE SUITE 300
    PORTLAND,OR97209
      PC TO CONSERVE WILD SALMON AND STEELHEAD STRONGHOLDS ACROSS THE PACIFIC RIM 250
    WORLD VISION INTERNATIONAL
    PO BOX 9716
    FEDERAL WAY,WA98063
      PC SPONSORING CHILDREN 250
    YOUTH MUSIC PROJECT
    2015 8TH AVE
    WEST LINN,OR97068
      PC TO PROVIDE OUTSTANDING MUSIC EDUCATION FOR YOUTH 250
    Total .................................bullet 3a 145,814
    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 ...........
        14 4  
    4 Dividends and interest from securities....     14 66,375  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 105,342  
    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).. 0 171,721 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    171,721
    (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
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    KOHNSTAMM FAMILY FOUNDATION
    C/O MOSS ADAMS LLP
    Employer identification number

    93-1160719
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    KOHNSTAMM FAMILY FOUNDATION
    C/O MOSS ADAMS LLP
    Employer identification number
    93-1160719
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MOLLY D KOHNSTAMM
    5738 SOUTH RIVERPOINT LANE
     
    PORTLAND, OR97239

    $ 148,458


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    KOHNSTAMM FAMILY FOUNDATION
    C/O MOSS ADAMS LLP
    Employer identification number

    93-1160719
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    PUBLICLY TRADED SECURITIES $ 148,458 2020-12-29
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    KOHNSTAMM FAMILY FOUNDATION
    C/O MOSS ADAMS LLP
    Employer identification number

    93-1160719
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 1,500   1,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC 8,674 47,011
    ADOBE INC 4,872 25,006
    ADOBE INC 6,239 32,508
    AGILENT TECHNOLOGIES INC 3,383 11,849
    ALPHABET INC 30,982 101,609
    APPLE INC 5,151 29,192
    APPLE INC 14,863 45,115
    APPLE INC 1,214 3,981
    CARRIER GLOBAL CORP REG 3,807 7,544
    LUMEN TECHNOLOGIES INC 14,436 3,900
    LUMEN TECHNOLOGIES INC 3,608 975
    LUMEN TECHNOLOGIES INC 18,041 4,875
    COSTCO WHOLESALE CRP DEL 437 3,768
    COSTCO WHOLESALE CRP DEL 2,962 18,839
    COSTCO WHOLESALE CRP DEL 2,891 9,420
    CISCO SYSTEMS INC COM 8,749 22,375
    CISCO SYSTEMS INC COM 540 1,119
    CISCO SYSTEMS INC COM 8,295 15,663
    CISCO SYSTEMS INC COM 9,416 17,900
    DISNEY (WALT) CO COM STK 16,469 59,789
    DISNEY (WALT) CO COM STK 6,503 22,648
    EXXON MOBIL CORP COM 13,397 13,397
    EXXON MOBIL CORP COM 37,574 16,076
    FEDEX CORP DELAWARE COM 4,036 11,683
    FEDEX CORP DELAWARE COM 3,085 9,087
    GENERAL ELECTRIC 37,479 16,200
    INTL BUSINESS MACHINES CORP IBM 33,084 25,176
    JOHNSON AND JOHNSON COM 10,487 74,756
    MICROSOFT CORP 9,804 75,845
    MICROSOFT CORP 2,117 11,121
    MICROSOFT CORP 9,994 44,484
    NVIDIA 17,372 57,442
    OTIS WORLDWIDE CORP REG 5,708 6,755
    ORACLE CORP $0.01 DEL 42,374 64,690
    ORACLE CORP $0.01 DEL 8,186 32,345
    PEPSICO INC 21,237 74,150
    PFIZER INC 14,264 16,565
    PFIZER INC 25,813 27,608
    PROCTOR & GAMBLE CO 18,188 82,093
    PROGRESSIVE CRP OHIO 29,070 91,464
    ROCHE HLDG LTD SPN ADR 20,124 61,376
    STARBUCKS CORP 895 5,349
    STARBUCKS CORP 4,335 23,536
    STARBUCKS CORP 10,833 48,141
    3M COMPANY 21,122 27,966
    THERMO FISHER SCIENTIFIC INC 13,576 41,920
    RAYTHEON TECHNOLOGIES CORP 12,699 14,302
    VIATRIS INC 774 1,030
    VIATRIS INC 1,424 1,744
    WELLS FARGO & CO NEW DEL 39,656 22,635
    WABTEC 624 586
    ISHARES MSCI EAFE 15,566 14,957
    BLACKROCK GLOBAL ALLOCATION FD INC A 44,459 49,987
    CALAMOS GROWTH AND INCOME FD CL A 118,479 169,934
    PIMCO TOTAL RETURN FD CL A 42,848 41,212
    COLUMBIA SELIGMAN COMMUNICATIONS & INFO A 131,128 242,843
    HESS CORP 0 32,466
    CLEARBRIDGE LARGE CAP GROWTH FUND 0 207

    TY 2020 OtherDecreasesSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Description Amount
    PRIOR PERIOD ADJUSTMENT 9,944


    TY 2020 OtherExpensesSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 14 14   14
    MISCELLANEOUS 176 176   0
    STATE LICENSE FEES 50 0   50


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH INVESTMENT FEE 220 220   0


    TY 2020 SubstantialContributorsSch
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Name Address
    MOLLY D KOHNSTAMM 5738 SOUTH RIVERPOINT LANE
    PORTLAND,OR97239


    TY 2020 TaxesSchedule
    Name:
    KOHNSTAMM FAMILY FOUNDATION
     
    C/O MOSS ADAMS LLP
    EIN:
    93-1160719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 541 541   0
    FEDERAL TAXES 175 0   0
    STATE TAXES 185 0   185