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
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1121 SW SALMON NO 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97205
A Employer identification number

93-1159884
B Telephone number (see instructions)

(503) 242-2900
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$65,667,888
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) 124,997
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,373 10,373  
4 Dividends and interest from securities... 231,338 231,338  
5a Gross rents............ 1,546,468 775,823  
b Net rental income or (loss) 497,133
6a Net gain or (loss) from sale of assets not on line 10 -110,970
b Gross sales price for all assets on line 6a 619,185
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,540,452 269,952  
12 Total. Add lines 1 through 11........ 3,342,658 1,287,486  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 66,358 0   66,358
14 Other employee salaries and wages...... 204,465 11,821   192,644
15 Pension plans, employee benefits....... 31,170 2,707   27,563
16a Legal fees (attach schedule)......... 8,163 1,633   6,530
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 14,569 969   13,600
17 Interest............... 82,775 82,775   0
18 Taxes (attach schedule) (see instructions)... 333,619 121,171   0
19 Depreciation (attach schedule) and depletion... 349,189 116,320  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,373 363   12,010
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,110,160 153,657   607,897
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,212,841 491,416   926,602
25 Contributions, gifts, grants paid....... 1,364,635 2,532,365
26 Total expenses and disbursements. Add lines 24 and 25 3,577,476 491,416   3,458,967
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -234,818
b Net investment income (if negative, enter -0-) 796,070
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.............      
2 Savings and temporary cash investments......... 6,920,735 4,941,933 4,941,933
3 Accounts receivable bullet84,532
Less: allowance for doubtful accounts bullet   334,894 84,532 84,532
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.......... 48,573 51,537 51,537
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet18,784,441
Less: accumulated depreciation (attach schedule) bullet1,949,059 17,032,674 Click to see attachment16,835,382 16,835,382
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,896,171 Click to see attachment42,754,886 42,754,886
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment802,325 Click to see attachment999,618 Click to see attachment999,618
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,035,372 65,667,888 65,667,888
Liabilities 17 Accounts payable and accrued expenses.......... 16,597 1,528
18 Grants payable................. 3,512,000 2,244,000
19 Deferred revenue................. 13,165 13,668
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 5,644,657 5,528,016
22 Other liabilities (describe bullet) Click to see attachment1,299,272 Click to see attachment1,221,142
23 Total liabilities (add lines 17 through 22)......... 10,485,691 9,008,354
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........... 53,549,681 56,659,534
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 53,549,681 56,659,534
30 Total liabilities and net assets/fund balances (see instructions). 64,035,372 65,667,888
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
53,549,681
2
Enter amount from Part I, line 27a .....................
2
-234,818
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,344,671
4
Add lines 1, 2, and 3 ..........................
4
56,659,534
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
56,659,534
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 CHEVRON CORPORATION P 2017-09-14 2020-01-06
b EXXON MOBIL CORP P 2017-09-14 2020-01-06
c GLENCORE PLC ORDF P 2017-01-05 2020-01-07
d NORTHWEST CAPITAL P 2002-11-19 2020-10-20
e SPUR VENTURES II, LP P 2006-01-01 2020-12-31
KEYHAVEN CAPITAL P 2007-01-01 2020-12-31
OAKTREE VALUE OPPORTUNITIES FEEDER FUND, L.P P 2007-01-01 2020-12-31
SPUR VENTURES III, LP P 2008-01-01 2020-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 104,350   99,369 4,981
b 88,340   99,788 -11,448
c 133,033   154,934 -21,901
d 36,412   166,486 -130,074
e 137,589     137,589
    67,467 -67,467
    129,769 -129,769
119,461     119,461
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       4,981
b       -11,448
c       -21,901
d       -130,074
e       137,589
      -67,467
      -129,769
      119,461
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 -98,628
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 11,065
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 11,065
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 11,065
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 66,145
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 66,145
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 55,080
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet55,080 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletHTTPS://WWW.SCHNITZERCARE.ORG/
    14
    The books are in care ofbulletTHE HAROLD ARLENE SCHNITZER CARE Telephone no.bullet (503) 973-0286

    Located atbullet1121 SW SALMON PORTLAND ORPORTLANDOR 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
    JORDAN D SCHNITZER DIRECTOR/PRESIDENT
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    JEFFREY F NUDELMAN SECRETARY
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    BARBARA HALL EXECUTIVE DIRECTOR
    8.00
    66,358 1,991 900
    PO BOX 2708
    PORTLAND,OR97208
    RENEE DOCKWEILER VICE PRESIDENT, TAX
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    CAMERON DAVIS DIRECTOR
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    ARIELLE SCHNITZER DIRECTOR
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    AUDRIA SCHNITZER DIRECTOR
    1.00
    0 0 0
    PO BOX 2708
    PORTLAND,OR97208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    KRISTEN ENGFORS COMMUNICARE DIRECTOR
    40.00
    82,108 2,463 2,176
    PO BOX 2708
    PORTLAND,OR97208
    KELLI SCHLEGELMILCH PROGRAM COORDINATOR
    40.00
    60,043 1,801 1,074
    PO BOX 2708
    PORTLAND,OR97208
    JIM CHIN CONTROLLER
    20.00
    60,906 1,827 0
    PO BOX 2708
    PORTLAND,OR97208
    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 THE "CARE TO SHARE" PROGRAM WAS ESTABLISHED IN COLLABORATION WITH OREGON HEALTH & SCIENCES UNIVERSITY TO ASSIST LOW-INCOME AND NON-INSURED FAMILIES THAT DO NOT HAVE THE FINANCIAL RESOURCES AVAILABLE TO PROVIDE BASIC CARE AND MEDICAL NEEDS FOR THEIR FAMILY. THE PROGRAM'S FOCUS IS ON THE MANY FAMILIES NEEDING HELP WHEN DEALING WITH A CHILD OR FAMILY MEMBER THAT HAS BEEN RECENTLY DIAGNOSED WITH AN ACUTE OR CHRONIC MEDICAL CONDITION. TTHE PROGRAM SPECIFICALLY SUPPORTS FAMILY MEDICAL NEEDS THAT ARE NOT OTHERWISE MET THROUGH FEDERAL AND STATE PROGRAMS. MEDICAL NEEDS SUPPORTED BY THE FOUNDATION RANGE FROM PROVIDING TRANSPORTATION, TO DENTAL WORK, TO EMERGENCY SURGICAL PROCEDURES AND DIABETIC SUPPLIES. THE FOUNDATION DOES NOT EXERCISE ANY CONTROL OVER THE PROFESSIONAL CARE AND JUDGMENT OF THE DOCTORS SELECTED FOR MEDICAL CARE. FOR 2020, THE PROGRAM SERVED 115 FAMILIES AND HAD TOTAL EXPENDITURES OF $127,520. 127,520
    2 THE FOUNDATION BELIEVES THERE SHOULD BE AN OPPORTUNITY FOR YOUNG PEOPLE TO IMPROVE THE QUALITY OF THEIR COMMUNITIES. THE "COMMUNICARE" PROGRAM WAS ESTABLISHED AS A PROGRAM TO PROVIDE AN ENVIRONMENT WHERE TEENS LEARN ABOUT THE NEEDS OF THEIR COMMUNITY THROUGH GRANTMAKING AND THUS PROMOTE A LONG-TERM UNDERSTANDING AND ETHIC OF PHILANTHROPY AND VOLUNTEERISM IN "GIVING BACK TO YOUR COMMUNITY". THE GOAL OF THE PROGRAM IS TO HELP BUILD A CITY THAT IS KNOWN FOR ITS ENCOURAGEMENT OF TEEN PARTICIPATION AS THEY BECOME ADULT CITIZENS IN THE COMMUNITY. THIS IS ACCOMPLISHED BY OFFERING STUDENTS AN OPPORTUNITY TO "MAKE A DIFFERENCE" IN THEIR COMMUNITY BY ENGAGING IN COMMUNITY SERVICE THAT IS CHALLENGING, REWARDING AND EDUCATIONAL. FOR 2020, THE PROGRAM SERVED APPROXIMATELY 632 STUDENTS IN 28 DIFFERENT SCHOOLS/YOUTH NONPROFIT ORGANIZATIONS AND HAD TOTAL EXPENDITURES OF $649,707. 649,707
    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
    8,470,257
    b
    Average of monthly cash balances.......................
    1b
    5,572,650
    c
    Fair market value of all other assets (see instructions)................
    1c
    41,380,001
    d
    Total (add lines 1a, b, and c).........................
    1d
    55,422,908
    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
    55,422,908
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    831,344
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    54,591,564
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,729,578
    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
    2,729,578
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,065
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    187,679
    c
    Add lines 2a and 2b............................
    2c
    198,744
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,530,834
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,530,834
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,530,834
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,458,967
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,458,967
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,458,967
    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 2,530,834
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,721,826
    b From 2016...... 1,690,544
    c From 2017...... 737,253
    d From 2018...... 735,738
    e From 2019...... 803,255
    fTotal of lines 3a through e........ 5,688,616
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,458,967
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 2,530,834
    e Remaining amount distributed out of corpus 928,133
    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 6,616,749
    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) ...
    1,721,826
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,894,923
    10 Analysis of line 9:
    a Excess from 2016.... 1,690,544
    b Excess from 2017.... 737,253
    c Excess from 2018.... 735,738
    d Excess from 2019.... 803,255
    e Excess from 2020.... 928,133
    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 e-mail address of the person to whom applications should be addressed:
    BARBARA HALL
    1121 SW SALMON
    PORTLAND,OR97205
    (503) 973-0286
    BARBH@HARSCH.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE SUBMITTED BY INVITATION ONLY IN WRITTEN FORMAT AND INCLUDE: 1) A COVER LETTER; 2) A PROJECT DESCRIPTION; 3) A BRIEF HISTORY OF THE ACCOMPLISHMENTS, MISSION AND NUMBER OF CLIENTS SERVED BY THE ORGANIZATION AND THE BACKGROUND OF THE INDIVIDUALS INVOLVED; 4) A CONCISE DESCRIPTION OF THE METHODS USED TO EVALUATE THE RESULTS OF THE PROPOSED PROJECT IF APPLICABLE; 5) A LIST OF THE OFFICERS AND DIRECTORS OF THE ORGANIZATION AND A PERCENTAGE THEY CONTRIBUTE TO THE OVERALL INCOME OF THE ORGANIZATION; 6) A LIST AND DESCRIPTION OF FULL-TIME AND PART-TIME STAFF POSITIONS; 7) A DETAILED BUDGET OF THE PROJECT AND THE ANNUAL OPERATING BUDGET OF THE SPONSORING ORGANIZATION; 8) A DONOR REPORT; 9) A LIST OF ADDITIONAL FUNDING SOURCES BEING SOUGHT FOR THE PROJECT; 10) AN IRS DETERMINATION LETTER VERIFYING THE TAX-EXEMPT STATUS OF THE ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PRINCIPAL PURPOSE OF THE HAROLD & ARLENE SCHNITZER CARE FOUNDATION IS TO ASSIST WITH ARTS & CULTURE, YOUTH, EDUCATION, MEDICAL, SOCIAL SERVICE AND COMMUNITY ACTIVITIES. APPROXIMATELY 80% OF THE CONTRIBUTIONS GRANTED IN 2020 WERE ORGANIZATIONS LOCATED IN THE STATE OF OREGON, WITH THE MAJORITY OF THOSE IN THE PORTLAND METROPOLITAN AREA. THE FOUNDATION FUNDS GRANT REQUESTS FOR OPERATING EXPENSES, SPECIAL PROJECTS, AND CAPITAL CAMPAIGNS. THE FOUNDATION DOES NOT PROVIDE FUNDS FOR INDIVIDUALS, NON TAX-EXEMPT ORGANIZATIONS, OTHER PRIVATE FOUNDATIONS OR POLITICAL GROUPS. FOR 2020, (4) FOUR GRANT APPLICATIONS WERE ACCEPTED OR REVIEWED FROM ORGANIZATIONS THE FOUNDATION HAD NOT PREVIOUSLY FUNDED.
    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
    ALS ASSOCIATION OF OREGON & SW WASHINGTON
    700 NE MULTNOMAH ST SUITE 1180
    PORTLAND,OR97232
      PC SPONSOR: 2019 AUCTION GALA 10,000
    AMERICAN ONLINE GIVING FOUNDATION
    1521 GEORGETOWN ROAD SUITE 104
    HUDSON,OH44236
      PC MATCHING GIFTS 19,318
    ASSOCIATION FOR JEWISH STUDIES
    15 WEST 16TH STREET
    NEW YORK,NY10011
      PC BOOK AWARDS & TRAVEL SUBSIDIES FOR LECTURESHIP PROGRAM 127,302
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    PO BOX 55512
    PORTLAND,OR97238
      PC SPONSOR: NATIONAL PHILANTHROPY DAY 5,000
    BEAVERTON ARTS FOUNDATION
    PO BOX 2
    BEAVERTON,OR97075
      PC PERFORMING ARTS BUILDING - CAPITAL 250,000
    BLUE SKY GALLERY
    122 NW 8TH AVENUE
    PORTLAND,OR97209
      PC EXHIBITION SUPPORT 20,000
    BODY VOX
    1300 NW NORTHRUP
    PORTLAND,OR97209
      PC PERFORMANCE SUPPORT 20,000
    CASCADE AIDS PROJECT
    520 NW DAVIS ST 215
    PORTLAND,OR97209
      PC SPONSOR ART AUCTION 2020 2,500
    CATLIN GABEL SCHOOL
    8825 SW BARNES ROAD
    PORTLAND,OR97225
      PC SPONSOR/SUPPORT - 2020 AUCTION 25,000
    CHEHALEM CULTURAL CENTER
    415 E SHERIDAN STREET
    NEWBERG,OR97132
      PC SUPPORT "NIGHT OF THE MOON" GALA 2,500
    CHILDREN'S INSTITUTE
    1411 SW MORRISON STREET 205
    PORTLAND,OR97205
      PC SPONSOR: 2020 ALEXANDER AWARDS 5,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST 102
    PORTLAND,OR97205
      PC SPONSOR "LEGAL CITIZEN OF THE YEAR DINNER" 1,000
    CLASSICAL UP CLOSE
    PO BOX 23751
    TIGARD,OR97223
      PC SPRING FESTIVAL 10,000
    COLLEGE OF THE DESERT FOUNDATION
    43-500 MONTEREY AVENUE
    PALM DESERT,CA92260
      PC GALA SUPPORT 50,000
    CONGREGATION BETH ISRAEL
    1972 NW FLANDERS STREET
    PORTLAND,OR97209
      PC BOOK OF REMEMBRANCE 500
    CROW SHADOW INSTITUTE OF THE ARTS
    48004 ST ANDREWS ROAD
    PENDLETON,OR97801
      PC SUPPORT "DANCING WITH YOUR PENDLETON STARS" 5,000
    DRESS FOR SUCCESS
    1532 NE 37TH AVENUE SUITE B
    PORTLAND,OR97232
      PC SPONSORSHIP: EMPOWERMENT BREAKFAST 5,000
    ENTERPRISE FOR HS STUDENTS
    200 PINE STREET 600
    SAN FRANCISCO,CA94104
      PC SPONSOR: SF FALL ART & ANTIQUES SHOW 10,000
    FANCONI ANEMIA RESEARCH FUND
    1801 WILLAMETTE AVENUE 200
    EUGENE,OR97401
      PC FROHNMAYER SCIENTIFIC RESEARCH FUND 5,000
    FRIENDS OF THE CHILDREN
    44 NE MORRIS
    PORTLAND,OR97212
      PC SPONSOR "FRIEND RAISER 2020" 25,000
    GIRLS INC
    4800 S MACADAM AVENUE SUITE 309
    PORTLAND,OR97239
      PC SUPPORT: "POWER OF THE PURSE" 50,000
    HELPING HANDS REENTRY OUTREACH CENTERS
    PO BOX 413
    SEASIDE,OR97138
      PC RENOVATION WORK: BYBEE LAKES HOPE CENTER 3,975
    J PAUL GETTY TRUST
    1200 GETTY CENTER DRIVE SUITE 400
    LOS ANGELES,CA90049
      PC SPONSOR: IMOGEN CUNNINGHAM EXHIBITION 100,000
    JEWISH FAMILY AND CHILD SERVICE
    1221 SW YAMHILL STREET 301
    PORTLAND,OR97205
      PC SUPPORT "UN-LUNCHEON EVENT" 5,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    7000 SW HAMPTON STREET 101
    PORTLAND,OR97223
      PC SPONSOR: 2020 HOPE GALA 10,000
    LITERARY ARTS
    925 SW WASHINGTON STREET
    PORTLAND,OR97204
      PC SPONSOR: BOOKMARK EVENT 25,000
    MORRISON CENTER
    11035 NE SANDY BLVD
    PORTLAND,OR97220
      PC SPONSOR: 2020 SILVER LININGS 5,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019
      PC DIRECTOR'S COUNCIL 25,000
    NEVADA BALLET THEATRE
    1651 INNER CIRCLE DRIVE
    LAS VEGAS,NV89134
      PC GENERAL OPERATING SUPPORT 25,000
    NINE9LINE VETERAN SERVICES
    5013 PACIFIC HWY EAST STE 21
    FIFE,WA98424
      PC GENERAL OPERATING SUPPORT 5,000
    NORTHWEST ACADEMY
    1130 SW MAIN STREET
    PORTLAND,OR97205
      PC SPONSOR: CLUB CABARET EVENT 20,000
    OREGON ARTS COMMISSION
    775 SUMMER STREET NE SUITE 200
    SALEM,OR97301
      PC SUPPORT OF ARTS SUMMIT, LEADERSHIP INSTITUTE & GOVERNOR ARTS AWARD 10,000
    OREGON BALLET THEATRE
    0720 SW BANCROFT
    PORTLAND,OR97239
      PC ANNUAL GIFT PLEDGE 100,000
    OREGON BALLET THEATRE
    0720 SW BANCROFT
    PORTLAND,OR97239
      PC YEAR-END GIFT - DANCERS 21,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL STREET 100
    PORTLAND,OR97205
      PC COVID-19 ARTS RELIEF FUND 50,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC MARK O. HATFIELD LECTURE SERIES 25,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC HISTORY MAKER DINNER - 3 YEARS 15,000
    OREGON MUSEUM SCIENCE & INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214
      PC SUPPORT: 2020 GALA 50,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PC CAPITAL CAMPAIGN 200,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PC OREGON EXPERIENCE PROGRAM - 3 YEARS FUNDING 150,000
    OREGON SYMPHONY
    912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 100,000
    OREGON SYMPHONY
    912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC SPONSOR - 2020 GALA 5,000
    OREGON SYMPHONY
    912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC 2019 SCHNITZER WONDER AWARD 10,000
    OREGON SYMPHONY
    912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC YEAR-END GIFT - MUSICIANS 78,000
    PACIFIC NW COLLEGE OF ART
    511 NW BROADWAY
    PORTLAND,OR97209
      PC SPONSOR: 2020 AWARDS GALA 50,000
    PACIFIC UNIVERSITY
    2043 COLLEGE WAY
    FOREST GROVE,OR97116
      PC LES AUCOIN ARCHIVE PROJECT 10,000
    PALM SPRINGS ART MUSEUM
    101 MUSEUM DRIVE
    PALM SPRINGS,CA92262
      PC SUPPORT ART PARTY FY20/21 25,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 100,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC UNDERWRITE 1/21/20 PRESS EVENT 15,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC SUMMER ART KITS 540
    PORTLAND CENTER STAGE
    128 NW 11TH AVENUE
    PORTLAND,OR97209
      PC GENERAL SUPPORT/PRODUCTION SUPPORT 50,000
    PORTLAND CHAMBER ORCHESTRA
    PO BOX 9024
    PORTLAND,OR97207
      PC GENERAL OPERATING SUPPORT 15,000
    PORTLAND CHILDREN'S MUSEUM
    4015 SW CANYON ROAD
    PORTLAND,OR97221
      PC SUPPORT: PAJAMA PANTS BALL 10,000
    PORTLAND JAPANESE GARDEN
    PO BOX 3847
    PORTLAND,OR97208
      PC MEMBERSHIP - GOLDEN CRANE SOCIETY 10,000
    PORTLAND OPERA
    211 SE CARUTHERS
    PORTLAND,OR97214
      PC GENERAL SUPPORT 100,000
    PSU FOUNDATION
    PO BOX 243
    PORTLAND,OR97207
      PC "ARLENE SCHNITZER VISUAL ARTS" 8,000
    PSU FOUNDATION
    PO BOX 243
    PORTLAND,OR97207
      PC JORDAN SCHNITZER MUSEUM OF ART - BLACK LIVES MATTER ARTISTS AWARDS 52,500
    PSU FOUNDATION
    PO BOX 243
    PORTLAND,OR97207
      PC SPONSOR: SIMON BENSON AWARDS 25,000
    PORTLAND YOUTH PHILHARMONIC
    9320 SW BARBUR BLVD 140
    PORTLAND,OR97219
      PC SPONSOR: "MEET THE MUSICIANS BREAKFAST" 2,500
    RANCHO MIRAGE WRITERS FESTIVAL
    71-100 HIGHWAY 111
    RANCHO MIRAGE,CA92270
      PC 2021 WRITERS FESTIVAL 20,000
    RIVERDALE SCHOOL FOUNDATION
    PO BOX 36
    LAKE OSWEGO,OR97034
      PC GENERAL SUPPORT 2,500
    SMART
    101 SW MARKET STREET
    PORTLAND,OR97201
      PC SPONSOR: 2020 ALPHABET BALL 15,000
    SNOWCAP
    PO BOX 160
    FAIRVIEW,OR97024
      PC FOOD PANTRY PROGRAM 20,000
    TOWER CANCER RESEARCH FOUNDATION
    8767 WILSHIRE BLVD STE 401
    BEVERLY HILLS,CA90211
      PC GENERAL SUPPORT 2,500
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 135TH AVENUE SUITE 410
    EUGENE,OR97403
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 52,500
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 135TH AVENUE SUITE 410
    EUGENE,OR97403
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 2,500
    VOLUNTEERS OF AMERICA
    3910 SE STARK AVENUE
    PORTLAND,OR97214
      PC SPONSOR: DEPREIST AWARD 50,000
    VOLUNTEERS OF AMERICA
    3910 SE STARK AVENUE
    PORTLAND,OR97214
      PC EMERGENCY FIRE RELIEF FUND 250,000
    WSU FOUNDATION
    PO BOX 641925
    PULLMAN,WA99164
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 52,500
    WSU FOUNDATION
    PO BOX 641925
    PULLMAN,WA99164
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 500
    YOUTH MUSIC PROJECT
    2015 8TH AVENUE
    WEST LINN,OR97068
      PC SPONSOR: 2020 ANNUAL AUCTION 5,000
    Total .................................bullet 3a 2,632,635
    bApproved for future payment
    AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY
    870 MARKET STREET 800
    SAN FRANCISCO,CA94102
      PC CAPITAL CAMPAIGN - STUDENT HOUSING 750,000
    BEAVERTON ARTS FOUNDATION
    PO BOX 2
    BEAVERTON,OR97075
      PC PERFORMING ARTS BUILDING - CAPITAL 500,000
    BODY VOX
    1300 NW NORTHRUP
    PORTLAND,OR97209
      PC PERFORMANCE SUPPORT 20,000
    NEVADA BALLET THEATRE
    1651 INNER CIRCLE DRIVE
    LAS VEGAS,NV89134
      PC GENERAL OPERATING SUPPORT 25,000
    OREGON ARTS COMMISSION
    775 SUMMER STREET NE SUITE 200
    SALEM,OR97301
      PC SUPPORT OF ARTS SUMMIT, LEADERSHIP INSTITUTE & GOVERNOR ARTS AWARD 10,000
    OREGON BALLET THEATRE
    0720 SW BANCROFT
    PORTLAND,OR97239
      PC ANNUAL GIFT PLEDGE 200,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC MARK O. HATFIELD LECTURE SERIES 25,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC HISTORY MAKER DINNER - 3 YEARS 15,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 200,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVENUE
    PORTLAND,OR97209
      PC GENERAL SUPPORT/PRODUCTION SUPPORT 50,000
    PORTLAND CHAMBER ORCHESTRA
    PO BOX 9024
    PORTLAND,OR97207
      PC GENERAL OPERATING SUPPORT 15,000
    PORTLAND OPERA
    211 SE CARUTHERS
    PORTLAND,OR97214
      PC ENDOWMENT CAMPAIGN 250,000
    PORTLAND OPERA
    211 SE CARUTHERS
    PORTLAND,OR97214
      PC GENERAL SUPPORT 100,000
    PSU FOUNDATION
    PO BOX 243
    PORTLAND,OR97207
      PC "ARLENE SCHNITZER VISUAL ARTS" 64,000
    WHOLISTIC PEACE INSTITUTE
    PO BOX 597
    WEST LINN,OR97068
      PC SUPPORT OF THE H. SCHNITZER SPIRIT OF UNITY AWARDS 20,000
    Total .................................bullet 3b 2,244,000
    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 ...........
    531120   14 10,373  
    4 Dividends and interest from securities....     14 231,338  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 -23,199 16 29,118  
    bNot debt-financed property..... 531120   16 491,214  
    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 -110,970  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOAKTREE VALUE 26-0510867
    525990 -926 14 59,080  
    bSEATAC VILLAGE 20-1048739 531120 246,687 14 106,448  
    cKEYHAVEN CAPITAL 98-0539392 525990 0 14 6,024  
    dPATRICK AIRPORT 42-1538086 531120 112,369 14 13,000  
    eOREGON VENTURE FUND 82-3589706 525990 -1,889 14 -2,143  
    fSPUR VENTURES III 26-2690155 525990   14 3,621  
    gNW CAPITAL PTNRS 91-2030583 525990   14 -4,298  
    hSPUR VENTURES II 20-3791496 525990   14 -7,540  
    iCABRILLO COMM CTR 43-1958462 531120 714,148 14 95,760  
    jSPUR VENTURES III 26-2690155     14 4,021  
    kNW CAPITAL PTNRS 91-2030583     14 70,887  
    lKEYHAVEN CAPITAL 98-0539392     14 84,262  
    mOREGON VENTURE FUND 82-3589706     14 -108  
    nOAKTREE VALUE 26-0510867     14 63,661  
    oPATRICK AIRPORT 42-1538086     14 12,690  
    pSEATAC VILLAGE 20-1048739     14 -36,953  
    qSPUR VENTURES II 20-3791496     14 49,198  
    rCABRILLO COMM CTR 43-1958462     14 -47,547  
    12 Subtotal. Add columns (b), (d), and (e).. 1,047,190 1,121,136 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,168,326
    (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

    Form 990PF Part XV Line 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
    ALS ASSOCIATION OF OREGON & SW WASHINGTON700 NE MULTNOMAH ST SUITE 1180
    PORTLAND,OR97232
      PC SPONSOR: 2019 AUCTION GALA 10,000
    AMERICAN ONLINE GIVING FOUNDATION1521 GEORGETOWN ROAD SUITE 104
    HUDSON,OH44236
      PC MATCHING GIFTS 19,318
    ASSOCIATION FOR JEWISH STUDIES15 WEST 16TH STREET
    NEW YORK,NY10011
      PC BOOK AWARDS & TRAVEL SUBSIDIES FOR LECTURESHIP PROGRAM 127,302
    ASSOCIATION OF FUNDRAISING PROFESSIONALSPO BOX 55512
    PORTLAND,OR97238
      PC SPONSOR: NATIONAL PHILANTHROPY DAY 5,000
    BEAVERTON ARTS FOUNDATIONPO BOX 2
    BEAVERTON,OR97075
      PC PERFORMING ARTS BUILDING - CAPITAL 250,000
    BLUE SKY GALLERY122 NW 8TH AVENUE
    PORTLAND,OR97209
      PC EXHIBITION SUPPORT 20,000
    BODY VOX1300 NW NORTHRUP
    PORTLAND,OR97209
      PC PERFORMANCE SUPPORT 20,000
    CASCADE AIDS PROJECT520 NW DAVIS ST 215
    PORTLAND,OR97209
      PC SPONSOR ART AUCTION 2020 2,500
    CATLIN GABEL SCHOOL8825 SW BARNES ROAD
    PORTLAND,OR97225
      PC SPONSOR/SUPPORT - 2020 AUCTION 25,000
    CHEHALEM CULTURAL CENTER415 E SHERIDAN STREET
    NEWBERG,OR97132
      PC SUPPORT "NIGHT OF THE MOON" GALA 2,500
    CHILDREN'S INSTITUTE1411 SW MORRISON STREET 205
    PORTLAND,OR97205
      PC SPONSOR: 2020 ALEXANDER AWARDS 5,000
    CLASSROOM LAW PROJECT620 SW MAIN ST 102
    PORTLAND,OR97205
      PC SPONSOR "LEGAL CITIZEN OF THE YEAR DINNER" 1,000
    CLASSICAL UP CLOSEPO BOX 23751
    TIGARD,OR97223
      PC SPRING FESTIVAL 10,000
    COLLEGE OF THE DESERT FOUNDATION43-500 MONTEREY AVENUE
    PALM DESERT,CA92260
      PC GALA SUPPORT 50,000
    CONGREGATION BETH ISRAEL1972 NW FLANDERS STREET
    PORTLAND,OR97209
      PC BOOK OF REMEMBRANCE 500
    CROW SHADOW INSTITUTE OF THE ARTS48004 ST ANDREWS ROAD
    PENDLETON,OR97801
      PC SUPPORT "DANCING WITH YOUR PENDLETON STARS" 5,000
    DRESS FOR SUCCESS1532 NE 37TH AVENUE SUITE B
    PORTLAND,OR97232
      PC SPONSORSHIP: EMPOWERMENT BREAKFAST 5,000
    ENTERPRISE FOR HS STUDENTS200 PINE STREET 600
    SAN FRANCISCO,CA94104
      PC SPONSOR: SF FALL ART & ANTIQUES SHOW 10,000
    FANCONI ANEMIA RESEARCH FUND1801 WILLAMETTE AVENUE 200
    EUGENE,OR97401
      PC FROHNMAYER SCIENTIFIC RESEARCH FUND 5,000
    FRIENDS OF THE CHILDREN44 NE MORRIS
    PORTLAND,OR97212
      PC SPONSOR "FRIEND RAISER 2020" 25,000
    GIRLS INC4800 S MACADAM AVENUE SUITE 309
    PORTLAND,OR97239
      PC SUPPORT: "POWER OF THE PURSE" 50,000
    HELPING HANDS REENTRY OUTREACH CENTERSPO BOX 413
    SEASIDE,OR97138
      PC RENOVATION WORK: BYBEE LAKES HOPE CENTER 3,975
    J PAUL GETTY TRUST1200 GETTY CENTER DRIVE SUITE 400
    LOS ANGELES,CA90049
      PC SPONSOR: IMOGEN CUNNINGHAM EXHIBITION 100,000
    JEWISH FAMILY AND CHILD SERVICE1221 SW YAMHILL STREET 301
    PORTLAND,OR97205
      PC SUPPORT "UN-LUNCHEON EVENT" 5,000
    JUVENILE DIABETES RESEARCH FOUNDATION7000 SW HAMPTON STREET 101
    PORTLAND,OR97223
      PC SPONSOR: 2020 HOPE GALA 10,000
    LITERARY ARTS925 SW WASHINGTON STREET
    PORTLAND,OR97204
      PC SPONSOR: BOOKMARK EVENT 25,000
    MORRISON CENTER11035 NE SANDY BLVD
    PORTLAND,OR97220
      PC SPONSOR: 2020 SILVER LININGS 5,000
    MUSEUM OF MODERN ART11 WEST 53RD STREET
    NEW YORK,NY10019
      PC DIRECTOR'S COUNCIL 25,000
    NEVADA BALLET THEATRE1651 INNER CIRCLE DRIVE
    LAS VEGAS,NV89134
      PC GENERAL OPERATING SUPPORT 25,000
    NINE9LINE VETERAN SERVICES5013 PACIFIC HWY EAST STE 21
    FIFE,WA98424
      PC GENERAL OPERATING SUPPORT 5,000
    NORTHWEST ACADEMY1130 SW MAIN STREET
    PORTLAND,OR97205
      PC SPONSOR: CLUB CABARET EVENT 20,000
    OREGON ARTS COMMISSION775 SUMMER STREET NE SUITE 200
    SALEM,OR97301
      PC SUPPORT OF ARTS SUMMIT, LEADERSHIP INSTITUTE & GOVERNOR ARTS AWARD 10,000
    OREGON BALLET THEATRE0720 SW BANCROFT
    PORTLAND,OR97239
      PC ANNUAL GIFT PLEDGE 100,000
    OREGON BALLET THEATRE0720 SW BANCROFT
    PORTLAND,OR97239
      PC YEAR-END GIFT - DANCERS 21,000
    OREGON COMMUNITY FOUNDATION1221 SW YAMHILL STREET 100
    PORTLAND,OR97205
      PC COVID-19 ARTS RELIEF FUND 50,000
    OREGON HISTORICAL SOCIETY1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC MARK O. HATFIELD LECTURE SERIES 25,000
    OREGON HISTORICAL SOCIETY1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC HISTORY MAKER DINNER - 3 YEARS 15,000
    OREGON MUSEUM SCIENCE & INDUSTRY1945 SE WATER AVENUE
    PORTLAND,OR97214
      PC SUPPORT: 2020 GALA 50,000
    OREGON PUBLIC BROADCASTING7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PC CAPITAL CAMPAIGN 200,000
    OREGON PUBLIC BROADCASTING7140 SW MACADAM AVENUE
    PORTLAND,OR97219
      PC OREGON EXPERIENCE PROGRAM - 3 YEARS FUNDING 150,000
    OREGON SYMPHONY912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 100,000
    OREGON SYMPHONY912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC SPONSOR - 2020 GALA 5,000
    OREGON SYMPHONY912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC 2019 SCHNITZER WONDER AWARD 10,000
    OREGON SYMPHONY912 SW WASHINGTON 200
    PORTLAND,OR97205
      PC YEAR-END GIFT - MUSICIANS 78,000
    PACIFIC NW COLLEGE OF ART511 NW BROADWAY
    PORTLAND,OR97209
      PC SPONSOR: 2020 AWARDS GALA 50,000
    PACIFIC UNIVERSITY2043 COLLEGE WAY
    FOREST GROVE,OR97116
      PC LES AUCOIN ARCHIVE PROJECT 10,000
    PALM SPRINGS ART MUSEUM101 MUSEUM DRIVE
    PALM SPRINGS,CA92262
      PC SUPPORT ART PARTY FY20/21 25,000
    PORTLAND ART MUSEUM1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 100,000
    PORTLAND ART MUSEUM1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC UNDERWRITE 1/21/20 PRESS EVENT 15,000
    PORTLAND ART MUSEUM1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC SUMMER ART KITS 540
    PORTLAND CENTER STAGE128 NW 11TH AVENUE
    PORTLAND,OR97209
      PC GENERAL SUPPORT/PRODUCTION SUPPORT 50,000
    PORTLAND CHAMBER ORCHESTRAPO BOX 9024
    PORTLAND,OR97207
      PC GENERAL OPERATING SUPPORT 15,000
    PORTLAND CHILDREN'S MUSEUM4015 SW CANYON ROAD
    PORTLAND,OR97221
      PC SUPPORT: PAJAMA PANTS BALL 10,000
    PORTLAND JAPANESE GARDENPO BOX 3847
    PORTLAND,OR97208
      PC MEMBERSHIP - GOLDEN CRANE SOCIETY 10,000
    PORTLAND OPERA211 SE CARUTHERS
    PORTLAND,OR97214
      PC GENERAL SUPPORT 100,000
    PSU FOUNDATIONPO BOX 243
    PORTLAND,OR97207
      PC "ARLENE SCHNITZER VISUAL ARTS" 8,000
    PSU FOUNDATIONPO BOX 243
    PORTLAND,OR97207
      PC JORDAN SCHNITZER MUSEUM OF ART - BLACK LIVES MATTER ARTISTS AWARDS 52,500
    PSU FOUNDATIONPO BOX 243
    PORTLAND,OR97207
      PC SPONSOR: SIMON BENSON AWARDS 25,000
    PORTLAND YOUTH PHILHARMONIC9320 SW BARBUR BLVD 140
    PORTLAND,OR97219
      PC SPONSOR: "MEET THE MUSICIANS BREAKFAST" 2,500
    RANCHO MIRAGE WRITERS FESTIVAL71-100 HIGHWAY 111
    RANCHO MIRAGE,CA92270
      PC 2021 WRITERS FESTIVAL 20,000
    RIVERDALE SCHOOL FOUNDATIONPO BOX 36
    LAKE OSWEGO,OR97034
      PC GENERAL SUPPORT 2,500
    SMART101 SW MARKET STREET
    PORTLAND,OR97201
      PC SPONSOR: 2020 ALPHABET BALL 15,000
    SNOWCAPPO BOX 160
    FAIRVIEW,OR97024
      PC FOOD PANTRY PROGRAM 20,000
    TOWER CANCER RESEARCH FOUNDATION8767 WILSHIRE BLVD STE 401
    BEVERLY HILLS,CA90211
      PC GENERAL SUPPORT 2,500
    UNIVERSITY OF OREGON FOUNDATION1720 E 135TH AVENUE SUITE 410
    EUGENE,OR97403
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 52,500
    UNIVERSITY OF OREGON FOUNDATION1720 E 135TH AVENUE SUITE 410
    EUGENE,OR97403
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 2,500
    VOLUNTEERS OF AMERICA3910 SE STARK AVENUE
    PORTLAND,OR97214
      PC SPONSOR: DEPREIST AWARD 50,000
    VOLUNTEERS OF AMERICA3910 SE STARK AVENUE
    PORTLAND,OR97214
      PC EMERGENCY FIRE RELIEF FUND 250,000
    WSU FOUNDATIONPO BOX 641925
    PULLMAN,WA99164
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 52,500
    WSU FOUNDATIONPO BOX 641925
    PULLMAN,WA99164
      PC JORDAN SCHNITZER MUSEUM OF ART - "BLACK LIVES MATTER ARTIST AWARD" 500
    YOUTH MUSIC PROJECT2015 8TH AVENUE
    WEST LINN,OR97068
      PC SPONSOR: 2020 ANNUAL AUCTION 5,000
    Total ...............................bullet 3a 2,632,635
    bApproved for future payment
    AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY870 MARKET STREET 800
    SAN FRANCISCO,CA94102
      PC CAPITAL CAMPAIGN - STUDENT HOUSING 750,000
    BEAVERTON ARTS FOUNDATIONPO BOX 2
    BEAVERTON,OR97075
      PC PERFORMING ARTS BUILDING - CAPITAL 500,000
    BODY VOX1300 NW NORTHRUP
    PORTLAND,OR97209
      PC PERFORMANCE SUPPORT 20,000
    NEVADA BALLET THEATRE1651 INNER CIRCLE DRIVE
    LAS VEGAS,NV89134
      PC GENERAL OPERATING SUPPORT 25,000
    OREGON ARTS COMMISSION775 SUMMER STREET NE SUITE 200
    SALEM,OR97301
      PC SUPPORT OF ARTS SUMMIT, LEADERSHIP INSTITUTE & GOVERNOR ARTS AWARD 10,000
    OREGON BALLET THEATRE0720 SW BANCROFT
    PORTLAND,OR97239
      PC ANNUAL GIFT PLEDGE 200,000
    OREGON HISTORICAL SOCIETY1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC MARK O. HATFIELD LECTURE SERIES 25,000
    OREGON HISTORICAL SOCIETY1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC HISTORY MAKER DINNER - 3 YEARS 15,000
    PORTLAND ART MUSEUM1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 200,000
    PORTLAND CENTER STAGE128 NW 11TH AVENUE
    PORTLAND,OR97209
      PC GENERAL SUPPORT/PRODUCTION SUPPORT 50,000
    PORTLAND CHAMBER ORCHESTRAPO BOX 9024
    PORTLAND,OR97207
      PC GENERAL OPERATING SUPPORT 15,000
    PORTLAND OPERA211 SE CARUTHERS
    PORTLAND,OR97214
      PC ENDOWMENT CAMPAIGN 250,000
    PORTLAND OPERA211 SE CARUTHERS
    PORTLAND,OR97214
      PC GENERAL SUPPORT 100,000
    PSU FOUNDATIONPO BOX 243
    PORTLAND,OR97207
      PC "ARLENE SCHNITZER VISUAL ARTS" 64,000
    WHOLISTIC PEACE INSTITUTEPO BOX 597
    WEST LINN,OR97068
      PC SUPPORT OF THE H. SCHNITZER SPIRIT OF UNITY AWARDS 20,000
    Total ................................bullet 3b 2,244,000
    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
    THE HAROLD & ARLENE SCHNITZER CARE
    FOUNDATION
    Employer identification number

    93-1159884
    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
    THE HAROLD & ARLENE SCHNITZER CARE
    FOUNDATION
    Employer identification number
    93-1159884
    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
    HAROLD J SCHNITZER 2005 FAMILY TRUS
    1121 SW SALMON STREET
     
    PORTLAND, OR97205

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    HAROLD J SCHNITZER 2005 FAMILY TRUS
    1121 SW SALMON STREET
     
    PORTLAND, OR97205

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ARLENE SCHNITZER 2005 FAMILY TRUST
    1121 SW SALMON STREET
     
    PORTLAND, OR97205

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ARLENE SCHNITZER 2005 FAMILY TRUST
    1121 SW SALMON STREET
     
    PORTLAND, OR97205

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    HJS REMAINDER TRUST
    1121 SW SALMON STREET
     
    PORTLAND, OR97205

    $ 90,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    JAY PLATT - PLATT ELECTRIC SUPPLY
    10605 SW ALLEN BLVD
     
    BEAVERTON, OR97005

    $ 10,000


    (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
    THE HAROLD & ARLENE SCHNITZER CARE
    FOUNDATION
    Employer identification number

    93-1159884
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE HAROLD & ARLENE SCHNITZER CARE
    FOUNDATION
    Employer identification number

    93-1159884
    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:  

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    TY 2020 AmortizationSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    KEARNEY BUILDING INTANGIBLE ASSETS 2016-06-01 24,509   36.000000000000 4,902 4,902   4,902
    1833 SOUTH - LEASE COSTS 1930-01-01 117,377   36.000000000000 3,755 3,755   3,755
    1833 SOUTH - MORTGAGE COSTS 2019-06-01 79,054   36.000000000000 2,425 2,425   2,425

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

    TY 2020 DepreciationSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    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
    KEARNEY CENTER, LLC 2019-06-01 937,665 107,376 200DB 5.000000000000 7,143 7,143    
    1833 ASSETS 2019-06-01 7,873,287 1,104,105 200DB 5.000000000000 89,341 89,341    
    KEARNEY BUILDING DEPRECIABLE ASSETS 2019-06-01 1,190,088 621,258 SL 39.000000000000 19,836 19,836    
    KEARNEY LLC LAND 2019-06-01 524,360   L 39.000000000000 0 0    
    KEARNEY BUILDING LAND 2018-06-01 6,358,086   L 39.000000000000 0 0    
    1833 LAND 2018-06-01 1,900,955   L 39.000000000000 0 0    

    TY 2020 InvestmentsLandSchedule2
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    KEARNEY CENTER, LLC 937,665 114,519 823,146 823,146
    1833 ASSETS 7,873,287 1,193,446 6,679,841 6,679,841
    KEARNEY BUILDING DEPRECIABLE ASSETS 1,190,088 641,094 548,994 548,994
    KEARNEY LLC LAND 524,360 0 524,360 524,360
    KEARNEY BUILDING LAND 6,358,086 0 6,358,086 6,358,086
    1833 LAND 1,900,955 0 1,900,955 1,900,955

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EVI CORPORATION FMV 1 1
    KEYHAVEN CAPITAL II FMV 160,643 160,643
    OAKTREE VALUE OPP LP FMV 1,959,942 1,959,942
    SPUR VENTURES II LP FMV 1,017,649 1,017,649
    SPUR VENTURES III LP FMV 1,066,793 1,066,793
    CABRILLO COMMERCE CENTER, LLC FMV 13,754,903 13,754,903
    PATRICK AIRPORT BUSINESS CENTER, LLC FMV 2,873,109 2,873,109
    SEATAC VILLAGE SHOPPING CENTER, LLC FMV 10,937,023 10,937,023
    CHARLES SCHWAB FMV 10,711,050 10,711,050
    OREGON VENTURE FUND XII FMV 273,773 273,773

    TY 2020 LegalFeesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,163 1,633   6,530


    TY 2020 OtherAssetsSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM ASSETS/INVESTMENTS 175,000 175,000 175,000
    INTANGIBLES 181,732 156,848 156,848
    SL DEFERRED RENTS 445,593 667,770 667,770


    TY 2020 OtherExpensesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTION 4,930 836   4,094
    INSURANCE 4,260 852   3,408
    LICENSES & FEES 3,615 703   2,912
    MEALS 686 36   474
    MISCELLANEOUS 5,235 186   5,049
    TELEPHONE ALLOWANCE 2,100 0   0
    OFFICE SUPPLIES 4,807 3   4,804
    POSTAGE 11 0   11
    PROGRAM EXPENDITURES TO RECIPIENTS 582,187 0   582,187
    PUBLIC RELATIONS 6,198 1,240   4,958
    ADVERTISING - NONUBI 39 0   0
    COMMISSIONS - NONUBI 726 0   0
    INSURANCE - NONUBI 5,814 0   0
    PROFESSIONAL FEES - NONUBI 154 0   0
    INTEREST - NONUBI 187,590 0   0
    REPAIRS - NONUBI 380 0   0
    TAXES - NONUBI 112,122 0   0
    MANAGEMENT FEES - NONUBI 33,058 0   0
    DUES - NONUBI 151 0   0
    LICENSE & FEES - NONUBI 210 0   0
    GROUNDS - NONUBI 3,585 0   0
    AMORTIZATION - NONUBI 2,501 0   0
    INSURANCE 133 133   0
    REPAIRS 158 158   0
    MANAGEMENT FEES 964 964   0
    LICENSE & FEES 59 59   0
    GROUNDS MAINTENANCE 1,493 1,493   0
    ADVERTISING 17 17   0
    COMMISSIONS 325 325   0
    INSURANCE 2,461 2,461   0
    MANAGEMENT FEES 13,767 13,767   0
    DUES & SUBSCRIPTIONS 68 68   0
    LICENSE & FEES 31 31   0
    CLEANING & MAINTENANCE 20,586 20,586   0
    INSURANCE 3,151 3,151   0
    REPAIRS 8,899 8,899   0
    UTILITIES 31,842 31,842   0
    BAD DEBTS 1,069 1,069   0
    MANAGEMENT FEES 18,372 18,372   0
    LICENSE & FEES 420 420   0
    SUPPLIES 37 37   0
    SECURITY 9,297 9,297   0
    GROUNDS MAINTENANCE 20,116 20,116   0
    COMMON AREA EXPENSE 5,138 5,138   0
    MISCELLANEOUS DEDUCTIONS 316 316   0
    AMORTIZATION 11,082 11,082   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OAKTREE VALUE 26-0510867 58,154 59,080 58,154
    SEATAC VILLAGE 20-1048739 353,135 106,448 353,135
    KEYHAVEN CAPITAL 98-0539392 6,024 6,024 6,024
    PATRICK AIRPORT 42-1538086 125,369 13,000 125,369
    OREGON VENTURE FUND 82-3589706 -4,032 -2,143 -4,032
    SPUR VENTURES III 26-2690155 3,621 3,621 3,621
    NW CAPITAL PTNRS 91-2030583 -4,298 -4,298 -4,298
    SPUR VENTURES II 20-3791496 -7,540 -7,540 -7,540
    CABRILLO COMM CTR 43-1958462 809,908 95,760 809,908
    SPUR VENTURES III 26-2690155 4,021   4,021
    NW CAPITAL PTNRS 91-2030583 70,887   70,887
    KEYHAVEN CAPITAL 98-0539392 84,262   84,262
    OREGON VENTURE FUND 82-3589706 -108   -108
    OAKTREE VALUE 26-0510867 63,661   63,661
    PATRICK AIRPORT 42-1538086 12,690   12,690
    SEATAC VILLAGE 20-1048739 -36,953   -36,953
    SPUR VENTURES II 20-3791496 49,198   49,198
    CABRILLO COMM CTR 43-1958462 -47,547   -47,547


    TY 2020 OtherIncreasesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description Amount
    UNREALIZED GAIN 3,344,671


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Description Beginning of Year - Book Value End of Year - Book Value
    REFUNDABLE TENANT DEPOSITS 66,065 66,065
    PREPAID RENT 11,135 13,257
    NOTES & ADVANCES 1,203,962 1,124,084
    ACCRUED INTEREST 18,110 17,736


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 4,500 900   3,600
    CONSULTING FEES 10,000 0   10,000
    PROFESSIONAL FEES 69 69   0


    TY 2020 TaxesSchedule
    Name:
    THE HAROLD & ARLENE SCHNITZER CARE
     
    FOUNDATION
    EIN:
    93-1159884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL 130,569 0   0
    STATE 81,879 0   0
    TAXES 2,445 2,445   0
    TAXES 47,579 47,579   0
    TAXES 71,147 71,147   0