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
KAVE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3401 SW STONEBROOK
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97239
A Employer identification number

93-1280694
B Telephone number (see instructions)

(503) 264-8387
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$1,347,336
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) 126,552
2 Check bullet.............
3 Interest on savings and temporary cash investments 74 74  
4 Dividends and interest from securities... 28,507 28,507  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,388
b Gross sales price for all assets on line 6a 126,552
7 Capital gain net income (from Part IV, line 2)... 119,388
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........ 274,521 147,969  
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)....... 9,275 0   0
c Other professional fees (attach schedule).... 10,440 10,440   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 300 300   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,015 10,740   0
25 Contributions, gifts, grants paid....... 50,981 50,981
26 Total expenses and disbursements. Add lines 24 and 25 70,996 10,740   50,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 203,525
b Net investment income (if negative, enter -0-) 137,229
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......... 49,702 100,786 100,786
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)....... 920,543 Click to see attachment947,379 1,246,550
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) 970,245 1,048,165 1,347,336
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 970,245 1,048,165
29 Total net assets or fund balances (see instructions)..... 970,245 1,048,165
30 Total liabilities and net assets/fund balances (see instructions). 970,245 1,048,165
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
970,245
2
Enter amount from Part I, line 27a .....................
2
203,525
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,941
4
Add lines 1, 2, and 3 ..........................
4
1,177,711
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
129,546
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,048,165
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 BAIRD 1904      
b BAIRD 3864      
c BAIRD 3864      
d BAIRD 4907      
e BAIRD 4907      
BAIRD 1099      
BAIRD 1099      
(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 126,552   1,456 125,095
b       -6,612
c       -17,085
d       -10,963
e       10,502
      -423
      18,874
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       125,095
b       -6,612
c       -17,085
d       -10,963
e       10,502
      -423
      18,874
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 2 119,388
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 1,907
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 1,907
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 1,907
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,000
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 3,000
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 1,093
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,093 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID JOHNSON Telephone no.bullet (503) 264-8387

    Located atbullet3401 SW STONEBROOK DRPORTLANDOR ZIP+4bullet972391269
    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
    DAVID B JOHNSON TRUSTEE
    10.00
    0 0 0
    3401 SW STONEBROOK
    PORTLAND,OR97239
    KAREN S JOHNSON TRUSTEE
    10.00
    0 0 0
    3401 SW STONEBROOK
    PORTLAND,OR97239
    BRIAN JOHNSON TRUSTEE
    1.00
    0 0 0
    C/O 3401 SW STONEBROOK
    PORTLAND,OR97239
    AARON JOHNSON TRUSTEE
    1.00
    0 0 0
    C/O 3401 SW STONEBROOK
    PORTLAND,OR97239
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,039,629
    b
    Average of monthly cash balances.......................
    1b
    78,335
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,117,964
    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
    1,117,964
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,769
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,101,195
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,060
    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
    55,060
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,907
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,907
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,153
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,153
    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
    53,153
    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
    50,981
    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
    50,981
    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
    50,981
    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 53,153
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 49,900
    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$ 50,981
    a Applied to 2019, but not more than line 2a 49,900
    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..... 1,081
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    52,072
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID B JOHNSON
    KAREN S JOHNSON
    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
    A SMILE FOR KIDS
    446 SW 7TH ST
    REDMOND,OR97756
    NONE PUBLIC CHARITY EMPOWERING UNDER-RESOURCED YOUTH THROUGH ORTHODONTICS, EDUCATION, AND COMMUNITY SERVICE 1,050
    AMERICAN CANCER SOCIETY
    0330 SW CURRY ST
    PORTLAND,OR97239
    NONE PUBLIC CHARITY SUPPORT FOR PROGRAM MISSION TO FREE THE WORLD FROM CANCER. 1,000
    FRIENDS OF THE COLUMBIA GORGE
    522 SW FIFTH AVE SUITE 720
    PORTLAND,OR97204
    NONE PUBLIC CHARITY PROGRAMS TO PROTECT THE SCENIC, NATURAL, CULTURAL AND RECREATIONAL RESOURCES OF THE COLUMBIA RIVER GORGE TO ENSURE THAT THE BEAUTIFUL AND WILD COLUMBIA GORGE REMAINS A PLACE APART, AN UNSPOILED TREASURE FOR GENERATIONS TO COME. 2,000
    JEWISH FEDERATION OF GREATER PORTLAND
    6680 SW CAPITAL HWY PORTLAND OR
    PORTLAND,OR97219
    NONE PUBLIC CHARITY FINANCIAL SUPPORT TO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL IN ACCORDANCE WITH JEWISH VALUES 2,000
    KAIROSPDX
    3635 N WILLIAMS AVENUE
    PORTLAND,OR97227
    NONE PUBLIC CHARITY SUPPORTING AN EDUCATION FOCUSED NON-PROFIT ATTACKING PORTLAND'S PERSISTENT ACHIEVEMENT GAP THROUGH INNOVATIVE PEDAGOGY, COMMUNITY COLLABORATION AND FAMILY PARTNERSHIP. 10,000
    OHSU FOUNDATION
    OHSU FOUNDATION 1121 SW SALMON ST
    100
    PORTLAND,OR97205
    NONE PUBLIC CHARITY FINANCIAL SUPPORT FOR THE PUBLIC UNIVERSITY DEDICATED TO IMPROVING THE HEALTH AND QUALITY OF LIFE FOR ALL OREGONIANS THROUGH EXCELLENCE, INNOVATION AND LEADERSHIP IN HEALTH CARE, EDUCATION AND RESEARCH. 1,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211
    NONE PUBLIC CHARITY DISTRIBUTE EMERGENCY FOOD TO HUNGER RELIEF AGENCIES THROUGHOUT OREGON. FINANCIAL SUPPORT FOR PROGRAMS TO ELIMINATE HUNGER IN OREGON, THROUGH ADDRESSING THE ROOT CAUSES OF HUNGER THROUGH PUBLIC POLICY, NUTRITION AND GARDEN EDUCATION AND PUBLIC AWARENESS. 1,032
    PLANNED PARENTHOOD
    3727 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212
    NONE PUBLIC CHARITY TO PROVIDE FINANCIAL ASSISTANCE FOR THE PLANNED PARENTHOOD MISSION OF PROVIDING COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE, TO PROVIDE EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF HUMAN SEXUALITY, AND TO PROMOTE THE RESEARCH AND ADVANCEMENT OF TECHNOLOGY IN REPRODUCTIVE HEALTHCARE 1,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 751
    PORTLAND,OR97207
    NONE PUBLIC CHARITY PROVIDING FINANCIAL SUPPORT FOR A PUBLIC UNIVERSITY WORKING TOWARDS AN EQUITABLE AND SUSTAINABLE FUTURE THROUGH ACADEMIC EXCELLENCE, URBAN ENGAGEMENT, AND EXPANDING OPPORTUNITY FOR ALL. 16,800
    SMART - START MAKING A READER TODAY
    101 SW MARKET ST
    PORTLAND,OR97201
    NONE PUBLIC CHARITY FINANCIAL BACKING FOR LITERACY SUPPORT, VOLUNTEER RECRUITING TO READ ONE ON ONE WITH K-2 CHILDREN. PROGRAMS TO ENGAGE THE COMMUNITY TO PROVIDE CRITICAL READING SUPPORT AND PROVIDING BOOKS TO OREGON CHILDREN. 1,000
    SOLV
    2000 SW 1ST AVE SUITE 400
    PORTLAND,OR97201
    NONE PUBLIC CHARITY SUPPORT FOR BRINGING TOGETHER, BUSINESS GROUPS AND SERVICE AND CONSERVATION GROUPS THROUGH VOLUNTEERING AND EDUCATION TO RESTORE NATURAL SPACES AND CARE FOR THE STATE OF OREGON. 1,000
    NEIGHBORHOOD HOUSE PDX
    7780 SW CAPITOL HWY
    PORTLAND,OR97219
    NONE PUBLIC CHARITY NEIGHBORHOOD HOUSE BRINGS NEIGHBORS TOGETHER TO REDUCE HUNGER AND HOMELESSNESS AND TO EDUCATE BOTH YOUNG AND OLD, STRENGTHENING OUR COMMUNITY BY PROVIDING RESOURCES TO SUPPORT SELF-RELIANCE, ECONOMIC INDEPENDENCE, AND DIGNITY IN PEOPLE OF ALL AGES AND BACKGROUNDS. 1,022
    NAACPA EMPOWERMENT PROGRAMS
    4805 MT HOPE DR
    BALTIMORE,MD21215
    NONE PUBLIC CHARITY FOUNDED IN 1909 IN RESPONSE TO THE ONGOING VIOLENCE AGAINST BLACK PEOPLE AROUND THE COUNTRY, THE NAACP (NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE) IS THE LARGEST AND MOST PRE-EMINENT CIVIL RIGHTS ORGANIZATION IN THE NATION. 5,000
    IMAGINE BLACK FUTURES (FKA PORTLANT AFRICAN AMERICAN LEADERSHIP FORUM)
    PO BOX 11869
    PORTLAND,OR97211
    NONE PUBLIC CHARITY IMAGINE BLACK FUTURES HELPS PORTLAND'S BLACK COMMUNITY IMAGINE THE ALTERNATIVES WE DESERVE, BUILDS OUR POLITICAL PARTICIPATION, AND SUPPORTS LEADERSHIP TO ACHIEVE THOSE ALTERNATIVES. 1,077
    THE FRIENDS OF ST FRANCIS
    50 BELCHER ST
    SAN FRANCISCO,CA94114
    NONE PUBLIC CHARITY THE MISSION OF FRIENDS OF ST. FRANCIS CHILDCARE CENTER IS TO PROVIDE COMPREHENSIVE, EDUCATIONALLY BASED CHILD CARE SERVICES TO A CULTURALLY AND ECONOMICALLY DIVERSE POPULATION. 2,000
    COOPERATIVE DEVELOPMENT FOUNDATION
    1775 EYE ST NW 8TH FLOOR
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY CDF MAKES GRANTS, LOANS, AND INVESTMENTS THAT SUPPORT COOPERATIVE DEVELOPMENT, STRENGTHEN MAIN STREET COOPERATIVE BUSINESSES, CREATE GOOD, SUSTAINABLE JOBS, AND ENHANCE THE LIVES OF PEOPLE AND COMMUNITIES. 1,000
    SPARK SF PUBLIC SCHOOLS
    135 VAN NESS AVE ROOM 119
    SAN FRANCISCO,CA94102
    NONE PUBLIC CHARITY AT SPARK* SF PUBLIC SCHOOLS WE ARE PASSIONATE ABOUT ADVANCING EXCELLENCE IN EDUCATION. WE CREATE OPPORTUNITIES THAT MAKE A REAL AND LASTING DIFFERENCE BY CONNECTING OUR PHILANTHROPIC PARTNERS TO THE STRATEGIC PRIORITIES OF THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD). 1,000
    KABOOM
    4301 CONNECTICUT AVE NW SUITE ML-1
    WASHINGTON,DC20008
    NONE PUBLIC CHARITY WE AMPLIFY THE POWER OF COMMUNITIES TO BUILD INSPIRING PLAYSPACES THAT SPARK UNLIMITED OPPORTUNITIES FOR EVERY KID, EVERYWHERE. 1,000
    SELF ENHANCEMENT INC
    3920 NORTH KERBY AVE
    PORTLAND,OR97227
    NONE PUBLIC CHARITY SELF ENHANCEMENT, INC. SEEKS TO GIVE CHILDREN THE OPPORTUNITY TO DEVELOP PERSONAL SKILLS, CONFIDENCE, AND SELF-WORTH TO HELP THEM SUCCEED ACADEMICALLY AND IN LIFE, DESPITE THEIR CIRCUMSTANCES. 1,000
    Total .................................bullet 3a 50,981
    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 74  
    4 Dividends and interest from securities....     14 28,507  
    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 ............
        14 119,388  
    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).. 0 147,969 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    147,969
    (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
    KAVE FAMILY FOUNDATION
     
    Employer identification number

    93-1280694
    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
    KAVE FAMILY FOUNDATION
     
    Employer identification number
    93-1280694
    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
    DAVE AND KAREN JOHNSON
    3401 SW STONEBROOK DR
     
    PORTLAND, OR97239

    $ 126,552


    (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
    KAVE FAMILY FOUNDATION
     
    Employer identification number

    93-1280694
    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
    INTEL SHARES $126,552 $ 126,552 2020-12-15
    (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
    KAVE FAMILY FOUNDATION
     
    Employer identification number

    93-1280694
    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:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,275 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE 14,719 19,073
    ATT 21,537 16,681
    AMERICAN ELECTRIC POWER COMPANY 7,475 7,411
    AMGEN 2,504 2,989
    BCE INC 14,674 13,653
    BRISTOL MYERS SQUIBB COMPANY 4,640 4,900
    BRITISH AMERICAN TOBACCO 13,888 14,246
    CANADIAN IMPERIAL BANK 17,487 17,436
    CHEVRON 16,340 14,103
    CISCO SYSTEMS 11,650 12,620
    COCA COLA COMPANY 2,934 3,839
    CROWN CASTLE INTL CORP 4,679 4,617
    DOMINION ENERGY 7,430 7,595
    DUKE ENERGY CORP 11,488 12,544
    EATON CORP 3,073 3,604
    ENBRIDGE INC 10,744 9,597
    EXXON MOBIL CORP 20,746 12,036
    GENERAL MILLS INC 6,506 6,233
    GILEAD SCIENCES 15,640 14,274
    HUNTINGTON BANCSHRES 9,663 9,270
    INTL BUSINESS MACHINES 6,992 7,049
    JPMORGAN CHASE 4,739 5,718
    KIMBERLY CLARK 3,460 3,236
    MERCK & COMPANY 12,383 12,843
    NATIONAL GRID PLC 13,872 11,275
    PHILIP MORRIS INTL 20,188 18,711
    PNC FINANCIAL SERVICES GROUP 7,293 8,791
    PPL CORP 6,873 5,753
    PEPSICO 9,284 10,974
    PFIZER 16,027 15,644
    PUBLIC SERVICE INTERPRISE GROUP 2,878 3,381
    REGIONS FINANCIAL CORP 6,557 7,850
    SOUTHERN COMPANY 12,052 14,190
    TC ENERGY CORP 7,568 6,597
    3M COMPANY 2,858 3,321
    UNILEVER PLC 10,381 11,227
    VERIZON COMMUNICATIONS 14,900 16,803
    VODAFONE GROUP 16,045 13,151
    ABBVIE 8,117 10,394
    ATT 8,065 7,363
    ACCENTURE PLC IRELAND 3,645 13,061
    AMERICAN EXPRESS 8,012 7,738
    ANTHEM 8,428 9,633
    APPLE 2,897 20,700
    CME GROUP INC CL A 4,777 5,279
    CHEVRON CORP 7,574 5,743
    CHUBB LTD 4,783 6,465
    CISCO SYSTEMS 9,871 12,083
    COLGATE-PALMOLIVE COMPANY 6,504 7,952
    COMPAST CORP 9,042 12,000
    CYRUSONE INC 6,296 7,827
    DUKE REALTY CORP 4,529 4,796
    FIDELTIY NATIONAL INFORMATION SERVICES 3,615 11,600
    HONEYWELL INTL INC 3,849 9,146
    INTL FLAVOR & FRANGRANCES 8,947 7,183
    JPMORGAN CHASE 2,590 9,530
    JOHNSON & JOHNSON 10,687 14,322
    LINDE PLC 6,375 10,277
    LOCKEED MARTIN 7,711 10,294
    LOWERS COMPANIES INC 5,305 14,927
    MARSH & MCLENNAN COS INC 3,328 7,137
    MCDONALDS 8,077 9,656
    MEDTRONIC 6,145 8,903
    MERCK & COMPANY 8,805 9,489
    MICROSOFT 2,337 18,461
    MONDELEZ 5,722 7,835
    MOTOROLA SOLUTIONS 9,987 11,564
    NEXTERA ENERGY 2,405 11,418
    PHILIP MORRIS INTL INC 8,725 7,948
    PACKAGING CORP OF AMERICA 2,497 5,792
    PEPSICO 6,146 9,343
    PHILLIPS 66 7,584 6,365
    SCHWAB CHARLES CORP 7,788 8,645
    TAXES INSTRUMENTS 6,569 10,832
    TRANE TECHNOLOGIES 3,495 9,581
    UNION PACIFIC 3,894 9,578
    UNITED HEALTH GROUP 5,126 15,781
    WEC ENERGY GROUP 4,189 7,730
    ABOTT LABORATORIES 8,787 11,387
    ADOBE 5,854 12,503
    AIR PRODUCTS & CHEMICALS 7,135 9,016
    ALPHABET 2,131 14,015
    AMAZON 7,007 26,055
    AMERICAN TOWER CROP 9,402 9,652
    APPLE 3,633 32,376
    BANK OF AMERICA 7,062 7,456
    BLACKROCK 8,167 12,266
    CONTELLATION 10,042 11,172
    COSTCO WHOLESALE CORP 6,575 9,419
    DANAHER CORP 1,825 11,996
    DOLLAR TREE 7,049 6,915
    DOMINOS PIZZA 9,880 9,970
    EDWARDS LIFESCIENCES CORP 11,373 12,225
    ELECTRONIC ARTS 8,021 11,344
    FACEBOOK INC 3,210 9,834
    FISERV 12,744 13,891
    GENERAC HOLDINGS 5,702 10,688
    HOME DEPOT 7,085 7,969
    IQVIA HOLDINGS 8,656 10,571
    JPMORGAN CHASE 11,763 12,834
    KEYSIGHT TECHNOLOGIES 7,477 9,643
    L3HARRIS TECHNOLOGIES INC 8,169 7,561
    MASTERCARD INC 11,786 13,921
    MICROSOFT 16,213 25,133
    NVIDIA 7,441 12,010
    NEXTERA ENERGY 8,223 10,801
    NIKE INC 7,482 11,883
    OREILLY AUTOMOTIVE 6,964 7,241
    PAYPAL HOLDINGS 5,123 11,476
    PIONEER NATURAL RESOURCES 7,250 7,061
    ROCKWELL AUTOMATION 8,304 9,782
    SALESFORCE.COM 6,617 9,569
    THERMO FISHER SCIENTIFIC 7,768 12,110
    UNION PACIFIC CORP 11,129 11,869
    WALMART 6,419 8,072
    WASTE MANAGEMENT 7,761 8,373
    XILINX 6,842 9,782
    ZOETIS 6,703 9,103

    TY 2020 OtherDecreasesSchedule
    Name:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Description Amount
    PRIOR YEAR FEDERAL TAX PAID IN CURRENT YEAR 2,994
    NON-CASH CONTRIBUTION OF PUBLICLY TRADED SECURITIES 126,552


    TY 2020 OtherIncreasesSchedule
    Name:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Description Amount
    ACCOUNTING ADJUSTMENT 1,955
    PRIOR YEAR FEDERAL TAX REFUND RECEIVED 1,986


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 10,440 10,440   0


    TY 2020 TaxesSchedule
    Name:
    KAVE FAMILY FOUNDATION
    EIN:
    93-1280694
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 300 300   0