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
STORMS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PMB 325 25 NW 23RD PLACE NO 6
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97210
A Employer identification number

26-2020553
B Telephone number (see instructions)

(503) 227-5174
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$7,586,622
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 146,494 146,494  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 312,884
b Gross sales price for all assets on line 6a 2,652,069
7 Capital gain net income (from Part IV, line 2)... 312,884
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........ 459,378 459,378  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 97,500 19,500   78,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,933 0   2,933
b Accounting fees (attach schedule)....... 3,500 0   3,500
c Other professional fees (attach schedule).... 29,473 29,473   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,922 1,478   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 851 0   851
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,182 565   2,617
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 146,361 51,016   87,901
25 Contributions, gifts, grants paid....... 596,100 596,100
26 Total expenses and disbursements. Add lines 24 and 25 742,461 51,016   684,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -283,083
b Net investment income (if negative, enter -0-) 408,362
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............. 8,774 45,456 45,456
2 Savings and temporary cash investments......... 253,818 101,966 101,966
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) 744,153 Click to see attachment340,114 385,759
b Investments—corporate stock (attach schedule)....... 3,104,181 Click to see attachment3,338,168 5,056,425
c Investments—corporate bonds (attach schedule)....... 530,940 Click to see attachment475,929 511,141
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,164,643 Click to see attachment1,221,793 1,485,875
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) 5,806,509 5,523,426 7,586,622
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........... 5,806,509 5,523,426
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)..... 5,806,509 5,523,426
30 Total liabilities and net assets/fund balances (see instructions). 5,806,509 5,523,426
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
5,806,509
2
Enter amount from Part I, line 27a .....................
2
-283,083
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,523,426
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
5,523,426
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,652,069   2,339,185 312,884
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       312,884
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 312,884
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 5,676
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 5,676
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 5,676
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,444
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 7,444
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 2
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 1,766
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,766 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 addressbulletWWW.STORMSFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletANNA STORMS INGRAM Telephone no.bullet (503) 227-5174

    Located atbulletPMB 325 25 NW 23RD PLACE STE 6PORTLANDOR ZIP+4bullet97210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SUZANNE STORMS MILLIS PRESIDENT
    20.00
    31,800 0 840
    PMB 325 25 NW 23RD PLACE STE 6
    PORTLAND,OR97210
    ANNA STORMS INGRAM TREASURER
    20.00
    31,800 0 840
    PMB 325 25 NW 23RD PLACE STE 6
    PORTLAND,OR97210
    ROSEMARY STORMS MONTGOMERY SECRETARY
    10.00
    31,800 0 420
    PMB 325 25 NW 23RD PLACE STE 6
    PORTLAND,OR97210
    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
    6,453,978
    b
    Average of monthly cash balances.......................
    1b
    265,515
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,719,493
    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
    6,719,493
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    100,792
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,618,701
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    330,935
    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
    330,935
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,676
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,676
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    325,259
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    325,259
    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
    325,259
    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
    684,001
    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
    684,001
    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
    684,001
    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 7 325,259
    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...... 247,160
    b From 2016...... 24,786
    c From 2017...... 256,773
    d From 2018...... 281,017
    e From 2019...... 1,563,201
    fTotal of lines 3a through e........ 2,372,937
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 684,001
    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..... 325,259
    e Remaining amount distributed out of corpus 358,742
    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 2,731,679
    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) ...
    247,160
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    2,484,519
    10 Analysis of line 9:
    a Excess from 2016.... 24,786
    b Excess from 2017.... 256,773
    c Excess from 2018.... 281,017
    d Excess from 2019.... 1,563,201
    e Excess from 2020.... 358,742
    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:
    STORMS FAMILY FOUNDATION
    PMB 325 25 NW 23RD PLACE SUITE 6
    PORTLAND,OR97210
    (503) 227-5174
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE AVAILABLE AT THE FOUNDATION'S WEBSITE: WWW.STORMSFAMILYFOUNDATION.ORG.
    cAny submission deadlines:
    DETAILS ARE AVAILABLE AT WWW.STORMSFAMILYFOUNDATION.ORG.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DETAILS ARE AVAILABLE AT WWW.STORMSFAMILYFOUNDATION.ORG.
    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
    ABC HOUSE
    PO BOX 68
    ALBANY,OR97321
      PC MEDICAL CAPACITY BUILDING 10,000
    ALBERTINA KERR CENTERS FOUNDATION
    424 NE 22ND AVENUE
    PORTLAND,OR97232
      PC PORTLAND ART AND LEARNING STUDIO 5,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
      PC FUNDS ONLY FOR WILDFIRE RELIEF IN OREGON 5,000
    BLANCHET HOUSE OF HOSPITALITY
    310 NW GLISAN STREET
    PORTLAND,OR97209
      PC SPECIFICALLY FOR FOOD DURING PANDEMIC 15,000
    BRIDGEWAY HOUSE
    PO BOX 10639
    EUGENE,OR97440
      PC SOCIAL SKILLS ED. CHILDREN WITH AUTISM 5,000
    CARES NORTHWEST
    2800 N VANCOUVER SUITE 201
    PORTLAND,OR97227
      PC CHILD ABUSE PREVENTION 10,000
    CATHOLIC BROADCASTING NORTHWEST INC
    6249 SW CANYON COURT
    PORTLAND,OR97221
      PC ONGOING BROADCASTING WORK 5,000
    CATHOLIC COMMUNITY SERVICES
    PO BOX 20400
    KEIZER,OR97307
      PC RELIEF FOR THE POOR OF THE COMMUNITY 5,000
    CONFERENCE OF ST VINCENT DE PAUL SOCIETY OF MYRTLE CREEK
    PO BOX 1258
    MYRTLE CREEK,OR97457
      PC SUPPORT FOR THE LOCAL COMMUNITY 7,500
    CONNECTION 365
    4890 32ND AVENUE SE
    SALEM,OR97317
      PC NATIONAL ACCREDITATION PROJECT 5,000
    DOVE LEWIS EMERGENCY ANIMAL HOSPITAL
    1945 NW PETTYGROVE STREET
    PORTLAND,OR97209
      PC ONGOING WORK WITH ANIMALS WHO NEED EMERGENCY CARE 35,000
    FRIENDS OF THE CHILDREN OF THE KLAMATH BASIN
    3837 ALTAMONT DRIVE
    KLAMATH FALLS,OR97603
      PC FOSTER CARE EXPANSION 10,000
    HOPE CLINIC FOR WOMEN
    1425 W HARVARD AVENUE
    ROSEBURG,OR97471
      PC ACCREDITATION 10,000
    KIDS UNLIMITED OF OREGON
    821 N RIVERSIDE AVENUE
    MEDFORD,OR97501
      PC TAKING LEARNING UPSTREAM 10,000
    MARIST CATHOLIC HIGH SCHOOL
    1900 KINGSLEY ROAD
    EUGENE,OR97401
      PC GENESIS SUMMER READING PROGRAM 5,000
    NORTHWEST CHAPTER - INSTITUTE OF CLASSICAL ARCHITECTURE & ART
    720 MARKET STREET SUITE G
    KIRKLAND,WA98033
      PC PROMOTING CLASSICAL ARCHITECTURE AND ART 5,000
    OBRIA MEDICAL CLINICS OF OREGON
    333 WARNER MILNE ROAD SUITE C
    OREGON CITY,OR97045
      PC ULTRASOUND SERVICES 10,600
    OHSU FOUNDATION
    3183 SW SAM JACKSON PARK ROAD
    PORTLAND,OR97239
      PC EXPAND AND SUSTAIN PLEDGE 250,000
    OREGON COMMUNITY WAREHOUSE
    3969 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212
      PC ONGOING WORK TO PROVIDE HOUSEHOLD GOODS FOR THE POOR 5,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211
      PC FOOD DISTRIBUTION FOR THOSE IN NEED 5,000
    OREGON SOCIETY OF ARTISTS
    2185 SW PARK PLACE
    PORTLAND,OR97205
      PC FREE ARTS EDUCATION TO VETERANS 22,500
    OREGON SYMPHONY ASSOCIATION
    921 SW WASHINGTON STREET SUITE 200
    PORTLAND,OR97205
      PC LULLABY PROJECT 30,000
    PARENTING NOW
    86 CENTENNIAL LOOP
    EUGENE,OR97401
      PC MAKE PARENTING A PLEASURE 5,000
    PARTNERS IN CARE INC
    2075 NE WYATT COURT
    BEND,OR97701
      PC PALLIATIVE CARE/POST ACUTE CARE GAP 5,000
    PORTRAIT CONNECTION
    4 BERRYHILL COURT
    GREENVILLE,SC29615
      PC PORTRAITS FOR CENTRAL OREGON 3,000
    PROVIDENCE BENEDICTINE NURSING CENTER
    540 S MAIN STREET
    MOUNT ANGEL,OR97362
      PC INTEGRATING PALIATIVE CARE 25,000
    SALVATION ARMY DISASTER RELIEF
    8495 SE MONTEREY AVENUE
    HAPPY VALLEY,OR97086
      PC FUNDS ONLY FOR OREGON WILDFIRE RELIEF 5,000
    SERENDIPITY CENTER
    PO BOX 33350
    PORTLAND,OR97292
      PC SUPPORT FOR STUDENTS WITH SPECIAL NEED 25,000
    SMART READING
    101 SW MARKET STREET
    PORTLAND,OR97201
      PC READING IN CENTRAL OREGON 5,000
    SQUAREONE VILLAGES
    458 BLAIR BOULEVARD
    EUGENE,OR97402
      PC COTTAGE VILLAGE 5,000
    ST VINCENT DE PAUL SOCIETY OF LANE COUNTY INC
    PO BOX 24608
    EUGENE,OR97402
      PC ONGOING WORK TO PROVIDE NEEDS FOR THE POOR 15,000
    THE BLOOM PROJECT
    100 SW MILLER ROAD
    PORTLAND,OR97225
      PC FLOWERS FOR THOSE IN CRISIS 5,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209
      PC FOOD AND CLOTHING FOR THE HOMELESS 7,500
    UNION GOSPEL MISSION OF SALEM
    PO BOX 431
    SALEM,OR97308
      PC HOPE HAS A NEW ADDRESS 15,000
    UNITED WAY WILL VALLEY
    54 GROVE STREET SUITE 1
    SHELTON,CT06484
      PC ASSISTANCE FOR THOSE AFFECTED BY FOREST FIRES IN OREGON 5,000
    Total .................................bullet 3a 596,100
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 146,494  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 312,884  
    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).. 0 459,378 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    459,378
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARY MCGEE & CO. LLP 3,500 0   3,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VERIZON COMMUNICATIONS 57,305 56,277
    FEDEX CORPORATION 52,830 55,227
    AMERICAN TOWER CORP 53,796 56,533
    GENERAL MILLS, I 50,625 54,235
    MORGAN STANLEY 53,777 56,989
    SOUTHERN POWER C 52,650 57,308
    CONOCOPHILLIPS C 56,284 58,692
    COMCAST CORP 42,235 47,858
    INTEL CORP 56,427 68,022

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE 81,499 108,222
    ALIBABA GROUP HOLDING 10,983 13,964
    ALLSTATE CORPORATION 29,276 51,117
    ALPHABET INC 101,325 241,864
    AMAZON.COM INC 133,478 179,131
    AMETEK INC 55,642 67,726
    AMGEN INCORP 22,545 45,984
    ANALOG DEVICES INC 86,403 118,184
    AON PLC 7,360 8,451
    APPLE INC 106,232 318,456
    AVERY DENNISON CORP 61,812 82,984
    BEST BUY INC 59,694 52,889
    BHP GROUP LTD 12,158 19,602
    BROADCOM INC 70,166 105,084
    CACI INC 16,495 28,673
    CANADIAN PAC RAILWAY 17,874 19,068
    CARRIER GLOBAL CORP 25,758 61,861
    CELANESE CORP 25,036 29,886
    CHECK PT SOFTWARE TECH 3,697 8,639
    CHEVRON CORP 50,065 45,181
    CHUBB LTD 6,220 7,696
    CREDIT SUISSE GROUP 24,242 35,072
    DANA HOLDING CORP 42,613 42,749
    DBS GROUP HOLDINGS ADR 14,109 18,252
    DELL TECHNOLOGIES 24,086 32,248
    ELECTRONIC ARTS INC 30,417 57,440
    ENTERGY CORP 29,281 39,936
    FACEBOOK INC 71,456 103,801
    FERGUSON PLC NEW 23,882 30,880
    FORTIVE CORP DISC 31,701 36,118
    HOME DEPOT INC 48,767 107,576
    HONEYWELL INTL INC 69,544 124,430
    HOYA CORP 12,897 30,534
    ING GROEP ADR REP 19,468 18,786
    INTERCONTL HTLS 9,064 12,959
    JBS SA 13,466 14,656
    JP MORGAN CHASE & CO 118,017 141,048
    JOHNSON & JOHNSON 48,734 57,444
    KINDER MORGAN INC 30,329 19,548
    KINGFISHER PLC 25,352 28,665
    KONINKLIJKE PHILIPS 9,000 9,751
    LEGGETT & PLATT INC 54,226 60,248
    LEGRAND SA 22,002 27,899
    MASCO CORP 83,230 81,296
    MASTERCARD INC 38,229 37,479
    MEDTRONIC PLC 36,680 39,828
    MERCK & CO INC 59,437 75,665
    MICROSOFT CORP 75,554 339,191
    MONDELEZ INTL 24,188 26,896
    MORGAN STANLEY 57,777 78,810
    MOTOROLA SOLUTIONS 38,761 39,964
    NICE LTD 12,366 22,683
    NIKE INC 35,266 58,003
    NOVO-NORDISK AS 10,520 15,367
    NUANCE COMMUN INC 30,507 59,962
    NXP SEMICONDUCTORS 24,356 41,343
    ORIX CORP 13,860 13,919
    PARKER-HANNIFIN CORP 39,111 54,482
    PETROLEO BRASILEIRO 9,728 9,658
    PROCTER & GAMBLE 62,275 97,398
    QUALCOMM INC 54,241 65,506
    RECRUIT CO LTD 8,965 9,335
    ROCHE HLDG LTD 15,441 26,304
    ROCKWELL AUTOMATION 48,360 48,908
    RWE AG ORD 14,217 20,371
    S&P GLOBAL INC 36,064 49,310
    SCHLUMBERGER LTD 39,909 37,329
    SHIN ETSU CHEMICAL 15,011 24,189
    SONY CORPORATION 16,364 52,572
    STRYKER CORP 27,482 36,756
    TFI INTERNTNL INC 9,136 9,800
    TENCENT HOLDINGS 12,802 15,816
    THERMO FISHER SCNTFC 56,252 132,747
    TJX COMPANIES INC 69,715 71,022
    TORONTO DOMINION 13,546 15,798
    TOTAL S A ADR 16,800 14,249
    TRUIST FINL CORP 82,912 97,921
    UNILEVER NV 15,684 16,297
    UNION PACIFIC CORP 47,293 60,384
    UNITED HEALTH GRP INC 32,196 78,903
    VERIZON COMMUNICATN 34,242 36,425
    VISA INC 70,998 139,987
    VOYA FINL INC 72,138 72,924
    WALMART INC 47,721 51,894
    WALT DISNEY CO 48,050 67,037
    ZOETIS INC 24,413 47,995

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    US Government Securities - End of Year Book Value:

    340,114
    US Government Securities - End of Year Fair Market Value:

    385,759
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES MSCI EAFE ETF AT COST 69,240 87,552
    ISHARES MSCI EAFE SMALL AT COST 45,642 54,680
    ISHARES MSCI JAPAN ETF AT COST 25,212 29,051
    ISHARES RUSSELL 2000 AT COST 198,453 312,716
    HARDING LOEVNER AT COST 181,125 227,231
    JPMORGAN US SMALL CO AT COST 186,073 248,347
    MATTHEWS PACIFIC TIGER AT COST 96,854 105,869
    VERSUS CAP MULTI MNGR AT COST 190,000 185,524
    VERSUS CAP REAL ASSET AT COST 172,769 173,761
    BOSTON PROPERTIES AT COST 31,356 28,359
    DIGITAL REALTY TRUST AT COST 25,069 32,785

    TY 2020 LegalFeesSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUFFY KEKEL LLP 2,933 0   2,933


    TY 2020 OtherExpensesSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON DEPARTMENT OF JUSTICE REGISTRATION FEE 881 0   881
    ADR PASSTHROUGH FEES ON INVESTMENTS 565 565   0
    OFFICE SUPPLIES 698 0   698
    IT AND WEBSITE COSTS 382 0   382
    MISCELLANEOUS 656 0   656


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FERGUSON WELLMAN INVESTMENT FEES 29,473 29,473   0


    TY 2020 TaxesSchedule
    Name:
    STORMS FAMILY FOUNDATION
    EIN:
    26-2020553
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 1,478 1,478   0
    IRS EXCISE TAXES 7,444 0   0