Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE STIMSON-MILLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 82025
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97282
A Employer identification number

93-1280388
B Telephone number (see instructions)

(503) 478-1501
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$4,346,978J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,955 86,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,140
b Gross sales price for all assets on line 6a 1,444,576
7 Capital gain net income (from Part IV, line 2)... 77,140
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........ 164,095 164,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,700 2,170   19,530
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 64 6   58
b Accounting fees (attach schedule)....... Click to see attachment 12,400 1,860   10,540
c Other professional fees (attach schedule).... Click to see attachment 28,964 28,964   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,344 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,236 2,081   7,155
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,708 35,081   37,283
25 Contributions, gifts, grants paid....... 164,000 164,000
26 Total expenses and disbursements. Add lines 24 and 25 243,708 35,081   201,283
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,613
b Net investment income (if negative, enter -0-) 129,014
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............. 4,229 3,975 3,975
2 Savings and temporary cash investments......... 24,868 62,929 62,929
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.......... 1,940 1,367 1,367
10a Investments—U.S. and state government obligations (attach schedule) 662,751 Click to see attachment394,947 394,947
b Investments—corporate stock (attach schedule)....... 2,275,551 Click to see attachment2,620,396 2,620,396
c Investments—corporate bonds (attach schedule)....... 348,009 Click to see attachment434,004 434,004
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 693,220 Click to see attachment820,534 820,534
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,282 Click to see attachment8,826 Click to see attachment8,826
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,019,850 4,346,978 4,346,978
Liabilities 17 Accounts payable and accrued expenses..........   1,850
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) Click to see attachment9,673 Click to see attachment15,224
23 Total liabilities (add lines 17 through 22)......... 9,673 17,074
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........... 4,010,177 4,329,904
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)..... 4,010,177 4,329,904
30 Total liabilities and net assets/fund balances (see instructions). 4,019,850 4,346,978
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
4,010,177
2
Enter amount from Part I, line 27a .....................
2
-79,613
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
399,340
4
Add lines 1, 2, and 3 ..........................
4
4,329,904
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
4,329,904
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 P    
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 1,444,576   1,367,436 77,140
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       77,140
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 77,140
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 1,793
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 1,793
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 1,793
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,738
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 2,738
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 10 945
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet945 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.STIMSONMILLERFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (503) 478-1501

    Located atbulletPO BOX 82025PORTLANDOR ZIP+4bullet97282
    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
    CLARA EVENSEN PRESIDENT
    4.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    CHALMERS MORSE VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    KURT RUTTUM ASSISTANT SECRETARY
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    CRYSTAL GONZALES DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    BERNADETTE GRAHAM DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    MARK GRAHAM DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    DENISE LILLEY DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    NICOLAS MEIGS DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    SARAH MEIGS DIRECTOR
    1.00     		0 0 0
    PO BOX 82025
    PORTLAND,OR97282
    CAROL NORDAHL EXECUTIVE DIRECTOR
    6.00     		19,800 0 0
    PO BOX 82025
    PORTLAND,OR97282
    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
    3,837,543
    b
    Average of monthly cash balances.......................
    1b
    114,640
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,952,183
    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
    3,952,183
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    59,283
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,892,900
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    194,645
    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
    194,645
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,793
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,793
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    192,852
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    192,852
    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
    192,852
    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
    201,283
    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
    201,283
    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
    201,283
    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 7 192,852
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 146,986
    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$ 201,283
    a Applied to 2019, but not more than line 2a 146,986
    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..... 54,297
    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 ..........     		138,555
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CAROL NORDAHL
    PO BOX 82025
    PORTLAND,OR97282
    (503) 478-1501
    bThe form in which applications should be submitted and information and materials they should include:
    SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.ORG.
    cAny submission deadlines:
    SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.ORG.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE APPLICATION GUIDELINES AT WWW.STIMSONMILLERFOUNDATION.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
    PRIEST RIVER MINISTRIES
    PO BOX 334
    PRIEST RIVER,ID83856     		  PC PROGRAM SUPPORT 20,000
    TURNING POINT COMMUNITY CENTER
    PO BOX 773
    CLATSKANIE,OR97016     		  PC EQUIPMENT 15,000
    CHILDREN'S HEALING ART PROJECT
    8065 SE GRAND AVENUE SUITE 160
    PORTLAND,OR97202     		  PC PROGRAM SUPPORT 13,000
    TILAMOOK BAY COMMUNITY COLLEGE FOUNDATION
    4301 3RD STREET
    TILLAMOOK,OR97141     		  PC EQUIPMENT 12,500
    OREGON TRADESWOMEN
    454 SE 187TH AVENUE
    PORTLAND,OR97233     		  PC PROGRAM SUPPORT 12,000
    CARES NORTHWESTRANDALL CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 4484
    PORTLAND,OR97208     		  PC PROGRAM SUPPORT 10,000
    PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER INC
    717 N KILLINGSWORTH COURT
    PORTLAND,OR97217     		  PC PROGRAM SUPPORT 10,000
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296     		  PC PROGRAM SUPPORT 10,000
    PSU FOUNDATION OREGON MESA
    PO BOX 243
    PORTLAND,ID97207     		  PC PROGRAM SUPPORT 10,000
    THE CHILDREN'S BOOK BANK
    2680 SW RAVENSVIEW DRIVE
    PORTLAND,OR97201     		  PC PROGRAM SUPPORT 10,000
    URBAN GLEANERS
    PO BOX 6344
    PORTLAND,OR97228     		  PC PROGRAM SUPPORT 10,000
    WESTERN RESOURCES LEGAL CENTER
    9220 SW BARBUR BOULEVARD 119-327
    PORTLAND,OR97219     		  PC PROGRAM SUPPORT 10,000
    CHESS FOR SUCCESS
    5440 SW WESTGATE DRIVE SUITE 125
    PORTLAND,OR97221     		  PC PROGRAM SUPPORT 6,000
    MCKENZIE RIVER DISCOVERY CENTER - WILDFIRE RELIEF
    PO BOX 506
    WALTERVILLE,OR97489     		  PC PROGRAM SUPPORT 5,500
    INCIGHT
    111 SW COLUMBIA STREET 940
    PORTLAND,OR97201     		  PC PROGRAM SUPPORT 5,000
    SMART READING
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC PROGRAM SUPPORT 5,000
    Total .................................bullet 3a 164,000
    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 86,955  
    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 77,140  
    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).. 0 164,095 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    164,095
    (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:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARY MCGEE & CO. LLP, CPAS 12,400 1,860   10,540

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. 26,032 26,032
    AMERICAN TOWER CORP 28,266 28,266
    AMGEN INC. 21,226 21,226
    BANK OF AMERICA COR 27,683 27,683
    BOSTON PROPERTIES 26,533 26,533
    CATERPILLAR INC. 25,361 25,361
    FEDEX CORP 27,614 27,614
    GENERAL MILLS 25,489 25,489
    INTEL CORP 25,553 25,553
    KRAFT FOODS GROUP 25,992 25,992
    LOWE'S COMPANIES 33,009 33,009
    MCDONALD'S CORP 33,095 33,095
    MORGAN STANLEY 28,495 28,495
    STARBUCKS CORP 23,222 23,222
    THE GOLDMAN SACHS 26,858 26,858
    WELLS FARGO & CO 29,576 29,576

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. 54,647 54,647
    ALIBABA GROUP HOLDING 6,982 6,982
    ALLSTATE CORPORATION 23,085 23,085
    ALPHABET INC. 117,427 117,427
    AMAZON.COM INC. 84,680 84,680
    AMETEK INC. 35,073 35,073
    AMGEN INC. 28,740 28,740
    ANALOG DEVICES INC. 66,478 66,478
    AON PLC 4,225 4,225
    APPLE INC. 161,351 161,351
    AVERY DENNISON CORP 41,880 41,880
    BEST BUY INC. 26,943 26,943
    BHP GROUP LTD 13,068 13,068
    BROADCOM INC. 52,542 52,542
    C A C I INC. 14,960 14,960
    CANADIAN PAC RAILWAY 10,401 10,401
    CARRIER GLOBAL CORP 32,439 32,439
    CELANESE CORP 14,293 14,293
    CHECK POINT SOFTWARE 4,652 4,652
    CHEVRON CORPORATION 22,802 22,802
    CHUBB LTD 4,618 4,618
    CREDIT SUISSE GROUP AG 20,096 20,096
    DANA HOLDING CORP 21,862 21,862
    DBS GROUP HOLDINGS 10,647 10,647
    DELL TECHNOLOGIES 16,857 16,857
    ELECTRONIC ARTS INC. 28,720 28,720
    ENTERGY CORP 17,971 17,971
    FACEBOOK INC. 51,900 51,900
    FERGUSON PLC NEW 17,741 17,741
    FORTIVE CORP DISC 18,413 18,413
    HOME DEPOT, INC. 55,780 55,780
    HONEYWELL INTL INC. 59,556 59,556
    HOYA CORP 18,043 18,043
    ING GROEP ADR REP 10,667 10,667
    INTERCONTINENTAL HOTELS GROUP 7,293 7,293
    JBS SA 8,336 8,336
    JOHNSON & JOHNSON 29,902 29,902
    JP MORGAN CHASE & CO 71,159 71,159
    KINDER MORGAN INC. 9,979 9,979
    KINGFISHER PLC 16,758 16,758
    KONINKLIJKE PHILIPS 5,417 5,417
    LEGGETT & PLATT INC. 30,567 30,567
    LEGRAND SA 15,993 15,993
    MASCO CORP 41,198 41,198
    MASTERCARD INC. 19,632 19,632
    MEDTRONIC PLC 19,914 19,914
    MERCK & COMPANY, INC. 38,446 38,446
    MICROSOFT CORPORATION 172,375 172,375
    MONDELEZ INTL 13,448 13,448
    MORGAN STANLEY 41,118 41,118
    MOTOROLA SOLUTIONS 18,707 18,707
    NICE LTD 11,341 11,341
    NIKE INC. 28,294 28,294
    NOVO-NORDISK AS 8,382 8,382
    NUANCE COMMUNICATIONS, INC. 30,422 30,422
    NXP SEMICONDUCTORS 20,671 20,671
    ORIX CORP 7,733 7,733
    PARKER-HANNIFIN CORP 28,603 28,603
    PETROLEO BRASILEIRO 5,503 5,503
    PHILIP MORRIS INTL 39,739 39,739
    PROCTER & GAMBLE 33,394 33,394
    QUALCOMM INC. 33,515 33,515
    RECRUIT CO., LTD. 5,298 5,298
    ROCHE HOLDINGS AG 14,906 14,906
    ROCKWELL AUTOMATION 25,081 25,081
    RWE AG ORD 11,459 11,459
    S&P GLOBAL INC. 26,298 26,298
    SCHLUMBERGER LTD 18,992 18,992
    SHIN ETSU CHEMICAL CO 13,634 13,634
    SONY CORPORATION 30,330 30,330
    STRYKER CORP 19,603 19,603
    TENCENT HOLDINGS 10,065 10,065
    TFI INTERNTNL INC. 5,416 5,416
    THERMO FISHER SCIENTIFIC INC. 65,209 65,209
    TJX COMPANIES, INC. 36,194 36,194
    TORONTO DOMINION BANK 11,284 11,284
    TOTAL S.A. 9,639 9,639
    TRUIST FINL CORP 49,272 49,272
    UNILEVER PLC 9,054 9,054
    UNION PACIFIC CORP 27,069 27,069
    UNITEDHEALTH GROUP INCORPORATED 42,082 42,082
    VERIZON COMMUNICATION 18,800 18,800
    VISA INC. 71,087 71,087
    VOYA FINL INC. 37,050 37,050
    WALMART INC. 25,947 25,947
    WALT DISNEY CO 34,424 34,424
    ZOETIS INC. 24,825 24,825

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    US Government Securities - End of Year Book Value:

    394,947
    US Government Securities - End of Year Fair Market Value:

    394,947
    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:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOSTON PROPERTIES FMV 15,125 15,125
    DIGITAL REALTY TRUST FMV 16,741 16,741
    HARDING LOEVNER INST FMV 115,675 115,675
    ISHARES MSCI EAFE SMALL FMV 30,074 30,074
    ISHARES MSCI JAPAN ETF FMV 14,863 14,863
    ISHARES RUSSELL 2000 FMV 197,040 197,040
    JPMORGAN US SMALL CO FMV 140,322 140,322
    MATTHEWS PACIFIC TIGER FMV 71,727 71,727
    MORRISON STREET DEBT FUND II, LP FMV 96,158 96,158
    VERSUS CAP MULTI MNGR FMV 122,809 122,809

    TY 2020 LegalFeesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TONKON TORP, LLP, ATTORNEYS 64 6   58


    TY 2020 OtherAssetsSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 9,282 8,826 8,826


    TY 2020 OtherExpensesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND DELIVERY 179 27   152
    OTHER EXPENSES 1,985 298   1,687
    FOREIGN INVESTMENT FEES 1,090 1,090   0
    CHARITY REGISTRATION FEE 551 83   468
    OTHER INVESTMENT FEE 425 425   0
    GRANT SOFTWARE FEES 3,950 0   3,950
    INSURANCE 1,056 158   898


    TY 2020 OtherIncreasesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 399,340


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX PAYABLE 9,673 15,224


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FERGUSON WELLMAN (INVEST. MGMT.) 28,964 28,964   0


    TY 2020 TaxesSchedule
    Name:
    THE STIMSON-MILLER FOUNDATION
    EIN:
    93-1280388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,344 0   0