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 07-01-2020 , and ending 06-30-2021
Name of foundation
SO HUM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)623 SE 46TH AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97215
A Employer identification number

31-1634639
B Telephone number (see instructions)

(503) 894-4934
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$10,656,026J 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... 341,420 341,420  
5a Gross rents............ 14,700 14,700  
b Net rental income or (loss) 6,828
6a Net gain or (loss) from sale of assets not on line 10 517,844
b Gross sales price for all assets on line 6a 3,348,578
7 Capital gain net income (from Part IV, line 2)... 517,844
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........ 873,964 873,964  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 590 0   590
b Accounting fees (attach schedule)....... Click to see attachment 25,647 0   25,647
c Other professional fees (attach schedule).... Click to see attachment 45,711 45,711   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,512 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 15,473 7,872   7,601
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,933 53,583   33,838
25 Contributions, gifts, grants paid....... 1,070,500 1,070,500
26 Total expenses and disbursements. Add lines 24 and 25 1,185,433 53,583   1,104,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -311,469
b Net investment income (if negative, enter -0-) 820,381
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............. 850,970 14,884 14,884
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,790,700 Click to see attachment8,443,921 8,443,921
c Investments—corporate bonds (attach schedule)....... 1,818,626 Click to see attachment1,619,075 1,619,075
11 Investments—land, buildings, and equipment: basis bullet561,000
Less: accumulated depreciation (attach schedule) bullet   561,000 Click to see attachment561,000 578,146
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,021,296 10,638,880 10,656,026
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,021,296 10,638,880
29 Total net assets or fund balances (see instructions)..... 9,021,296 10,638,880
30 Total liabilities and net assets/fund balances (see instructions). 9,021,296 10,638,880
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
9,021,296
2
Enter amount from Part I, line 27a .....................
2
-311,469
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,929,053
4
Add lines 1, 2, and 3 ..........................
4
10,638,880
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
10,638,880
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 3,348,578   2,830,734 517,844
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       517,844
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 2 517,844
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 11,403
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,403
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,403
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,412
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 8,412
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 2,991
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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.SO-HUMFOUNDATION.ORG
    14
    The books are in care ofbulletLISA LUCAS Telephone no.bullet (503) 720-4803

    Located atbullet6416 NE 35TH PLACEPORTLANDOR ZIP+4bullet97211
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SHANNON JONES PRESIDENT & TREASURER
    5.00     		0 0 0
    623 SE 46TH
    PORTLAND,OR97215
    GARY HAHN VICE-PRESIDENT/SECRETARY
    0.25     		0 0 0
    434 NW 6TH AVENUE
    PORTLAND,OR97209
    JOHN BENNETT DIRECTOR
    0.25     		0 0 0
    2211 E SOPRIS CREEK ROAD
    BASALT,CO81621
    ALAN MORINIS DIRECTOR
    0.25     		0 0 0
    4537 MARGUERITE STREET
      VANCOUVER BC  
    CA
    DORAISWAMY NAGARAJAN DIRECTOR
    0.25     		0 0 0
    ROYAL VILLA - 301 10-2-365 WEST
    MAREDPALLY
      SECUNDERABAD  
    IN
    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
    9,340,890
    b
    Average of monthly cash balances.......................
    1b
    226,977
    c
    Fair market value of all other assets (see instructions)................
    1c
    578,146
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,146,013
    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
    10,146,013
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    152,190
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,993,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    499,691
    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
    499,691
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,403
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,403
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    488,288
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    488,288
    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
    488,288
    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
    1,104,338
    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
    1,104,338
    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
    1,104,338
    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 7 488,288
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 1,843,686
    e From 2019...... 717,682
    fTotal of lines 3a through e........ 2,561,368
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,104,338
    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..... 488,288
    e Remaining amount distributed out of corpus 616,050
    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 3,177,418
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,177,418
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 1,843,686
    d Excess from 2019.... 717,682
    e Excess from 2020.... 616,050
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVAITA SOCIETY (SRI RAMA FOUNDATION)
    PO BOX 2550
    SANTA CRUZ,CA95063     		NONE PC PROVIDE SUPPORT, SUSTENANCE AND EDUCATION OF HOMELESS CHILDREN IN INDIA. 10,000
    AMERICAN SERVICE TO INDIA
    PO BOX 4796
    DIAMOND BAR,CA91765     		NONE PC FUNDING PROGRAMS FOR SOCIAL & ECONOMIC DEVELOPMENT IN SOUTHERN INDIA. 132,000
    AMNESTY INTERNATIONAL
    311 W 43RD STREET 7TH FLOOR
    NEW YORK,NY10036     		NONE PC FUNDS TO SUPPORT THE CAMPAIGNING FOR A WORLD WHERE HUMAN RIGHTS ARE ENJOYED BY ALL. 5,000
    ARAVIND EYE FOUNDATION
    447 EAST 57TH STREET FLOOR 7
    NEW YORK,NY10022     		NONE PC TO HELP ARAVIND EYE CARE SYSTEM SPREAD AND SUSTAINABLE EYE CARE TO DEVELOPING COUNTRIES. 135,000
    BARK
    PO BOX 12065
    PORTLAND,OR97212     		NONE PC FUNDS TO SUPPORT THEIR MISSION. 7,500
    BBH EYE FOUNDATION
    2170 MARKHAM WAY
    SACRAMENTO,CA95818     		NONE PC SUPPORTS FREE EYE CARE SERVICES TO LOW RESOURCE COMMUNITIES IN UNDERDEVELOPED COUNTRIES. 10,000
    CARAVAN TO CLASS
    1001 BRIDGEWAY 730
    SAUSALITO,CA94965     		NONE PC TO BRING EDUCATION TO THE FABLED TIMBUKTU, MALI, REVERSING THE INJUSTICE OF ILLITERACY. 12,000
    CEASEFIRE OREGON EDUCATION FOUNDATION
    PO BOX 91155
    PORTLAND,OR97291     		NONE PC FUNDS TO PROMOTE EDUCATING COMMUNITIES ABOUT GUN VIOLENCE & PREVENTION THRU EDUCATION. 5,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		NONE PC FUNDS TO EMPOWER COMMUNITIES OF CENTRAL ASIA THROUGH LITERACY AND EDUCATION. 7,500
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314     		NONE PC FUND CHARITABLE PROGRAMS IN EGYPT, KENYA AND INDIA. 22,500
    DESTINY REFLECTION USA
    175 WILLOUGHBY STREET APT 12B
    BROOKLYN,NY11021     		NONE PC TO EDUCATE, EMPLOY AND EMPOWER VULNERABLE CHILDREN AND WOMEN IN KOLKATA TO AVOID SEXUAL EXPLOITATION. 18,000
    DOUGY CENTER
    PO BOX 86852
    PORTLAND,OR97286     		NONE PC FUNDS TO CREATE SAFE SPACES AND FREE RESOURCES FOR CHILDREN AND FAMILIES WHO ARE GRIEVING. 5,000
    EVERYWOMAN EVERYWHERE COALITION
    3135 KENNEDY BOULVARD SUITE 191
    NORTH BERGEN,NJ07047     		NONE PC FUNDING TO SUPPORT THE ERADICATION OF VIOLENCE AGAINST WOMEN AND GIRLS INTERNATIONALLY. 125,000
    EXCEED ENTERPRISES
    5285 SE MALLARD WAY
    MILWAUKIE,OR97222     		NONE PC FUNDING TO IMPROVING THE QUALITY OF LIFE FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. 7,500
    FARM SANCTUARY INC
    PO BOX 150
    WATKINS GLEN,NY14891     		NONE PC FUNDS TO HELP END FARM ANIMAL ABUSE THROUGH VARIOUS EDUCATIONAL PROGRAMS. 7,500
    FOUNDATION FOR THE PRESERVATION OF THE MAHAYANA TRADITION
    1632 SE 11TH AVENUE
    PORTLAND,OR97214     		NONE PC SUPPORT THE MAITREYA SCHOOL AND SKAKYAMUNI BUDDHA CLINIC IN BODHGAYA INDIA. 32,000
    FRIENDS OF LINCOLN COUNTY ANIMALS INC
    PO BOX 2264
    NEWPORT,OR97365     		NONE PC SUPPORT & ADVANCE THE HEALTH AND WELL-BEING OF DOMESTICATED ANIMALS IN LINCOLN COUNTY, OREGON. 7,500
    FRIENDS OF THE COLUMBIA GORGE
    333 SW 5TH AVENUE SUITE 300
    PORTLAND,OR97204     		NONE PC FUNDING TO PRESERVE THE BEAUTY OF THE GORGE THROUGH CONSERVATION EFFORTS. 5,000
    FRIENDS OF TILONIA
    124 LINCOLN PLACE 2
    BROOKLYN,NY11217     		NONE PC FUNDING TO CREATE ECONOMIC OPPORTUNITIES FOR WOMEN AND GIRLS IN RURAL INDIA AND WORLD-WIDE. 19,000
    GLOBAL RESOURCE ALLIANCE
    963 OSO ROAD
    OJAI,CA93023     		NONE PC FUNDS TO HELP IMPOVERISHED PEOPLE AND AID ORPHANS IN TANZANIA. 25,000
    GREEN EMPOWERMENT
    140 SW YAMHILL STREET
    PORTLAND,OR97024     		NONE PC FUNDS TO SOUTH AMERICA & ASIA IMPOVERISHED COMMUNITIES TO EMBRACE RENEWABLE ENERGY SOURCES. 7,500
    GREEN VILLAGE SCHOOLS
    PO BOX 80061
    PORTLAND,OR97280     		NONE PC FUNDS TO REBUILD SCHOOLS & ASSIST IN THE EDUCATIONAL NEEDS IN AFGHANISTAN. 10,000
    HABITAT FOR HUMANITY INTERNATIONAL (LINCOLN COUNTY)
    PO BOX 1311
    NEWPORT,OR97365     		NONE PC FUNDS TO HELP ELIMINATE POVERTY HOUSING BY BUILDING SIMPLE, DECENT & AFFORDABLE HOMES. 10,000
    HEALING ARTS MISSION
    PO BOX 645
    GRANVILLE,OH43023     		NONE PC FUNDS TO SUPPORT THEIR MISSION. 45,000
    HUMAN KINDNESS FOUNDATION
    PO BOX 61619
    DURHAM,NC27715     		NONE PC FUNDS TO PROVIDE MINISTRIES IN PRISON INSTITUTIONS. 7,500
    HUMANE SOCIETY OF VENTURA COUNTY
    402 BRYANT STREET
    OJAI,CA93023     		NONE PC TO PROMOTING THE HEALTH, SAFETY, WELFARE, COMPASSIONATE CARE AND PROTECTION OF ALL ANIMALS. 5,000
    L'ARCHE USA
    310 SW 4TH AVENUE
    PORTLAND,OR97204     		NONE PC FUNDS TO CREATE COMMUNITIES WHICH WELCOME PEOPLE WHO HAVE INTELLECTUAL DISABILITIES. 27,000
    LATINO NETWORK
    410 NE 18TH AVENUE
    PORTLAND,OR97217     		NONE PC FUNDS TO SUPPORT THEIR MISSION: TO POSITIVELY TRANSFORM THE LIVES OF LATINO YOUTH, FAMILIES AND COMMUNITIES. 10,000
    LINES FOR LIFE
    5100 SW MACADAM AVENUE SUITE 400
    PORTLAND,OR97239     		NONE PC FUNDS TO SUPPORT THEIR MISSION: PREVENTING SUBSTANCE ABUSE AND SUICIDE AND PROMOTING MENTAL WELLNESS. 5,000
    LOS PADRES FOREST WATCH
    PO BOX 831
    SANTA BARBARA,CA93102     		NONE PC FUNDS TO PROTECT THE WILDERNESS AND WILDLIFE IN THE LOS PADRES NATIONAL FOREST. 5,000
    MERCY CORPS INTERNATIONAL
    45 SW ANKENY STREET
    PORTLAND,OR97204     		NONE PC FUNDS TO SEEK CREATIVE SOLUTIONS TO THE POVERTY AND HUNGER IN THE WORLD. 25,000
    NEIGHBORS FOR KIDS
    PO BOX 942
    DEPOE BAY,OR97341     		NONE PC PROVIDING YOUTH WITH EDUCATIONAL ENRICHMENT, YOUTH DEVELOPMENT TO BECOME RESPONSIBLE ADULTS. 15,000
    NOMAD FOUNDATION
    226 W OJAI AVE SUITE 101
    OJAI,CA93023     		NONE PC FOR SUPPORT THE NOMADS OF NIGER WHILE PRESERVING THEIR CULTURAL IDENTITY & TRADITIONS. 25,000
    OJAI VALLEY LAND CONSERVANCY
    PO BOX 1092
    OJAI,CA93023     		NONE PC FUNDS TO SUPPORT THEIR MISSION. 5,000
    ONE THOUSAND FRIENDS OF OREGON
    PO BOX 40367
    PORTLAND,OR97240     		NONE PC FUNDING TO PRESERVE THE CONTINUED LIVABILITY OF OREGON. 5,000
    OPAL CREEK ANCIENT FOREST CENTER
    721 NW 9TH AVENUE SUITE 236
    PORTLAND,OR97209     		NONE PC FUNDS TO PROVIDE HANDS-ON LEARNING IN THE OUTDOORS WHICH LEADS TO A PASSION FOR CONSERVATION. 17,500
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL STREET SUITE 100
    PORTLAND,OR97205     		NONE PC FUNDING HELP REGARDING THE DISTRIBUTION OF THE ETD JONES SCHOLARSHIP PROGRAM FOR YOUTH OF COLOR. 1,500
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BOULVARD
    PORTLAND,OR97211     		NONE PC FUNDING TO PROMOTE ANIMAL WELFARE, SHELTER AND TREAT ABUSED AND NEGLECTED ANIMALS. 5,000
    OREGON SHORES CONSERVATION COALITION
    PO BOX 33
    SEAL ROCK,OR97376     		NONE PC FUNDS TO MAINTAIN THE BEAUTIFUL OREGON COAST AND RESOURCES. 35,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 4TH FLOOR
    BOSTON,MA02114     		NONE PC ASSISTANCE FOR FAMILIES AROUND THE WORLD STRUGGLING TO OVERCOME HUNGER, POVERTY, INJUSTICE. 10,000
    PARTNERS FOR YOUTH
    PO BOX 1481
    LANGLEY,WA98260     		NONE PC THE PARTNERS FOR YOUTH EMPOWERMENT GLOBAL COMMUNITY. 5,000
    PEACE IN SCHOOLS
    959 SE DIVISION STREET
    PORTLAND,OR97214     		NONE PC FUNDS TO SUPPORT THEIR MISSION. 3,000
    PNR USA FOUNDATION
    660 MONTROSE AVENUE
    SOUTH PLAINFIELD,NJ07080     		NONE PC DONATION TO HELP IN THE RELIEF AND REHABILITATION OF PEOPLE LIVING WITH DISABILITIES IN INDIA. 16,000
    POLLINATOR PARTNERSHIP
    423 WASHINGTON STREET 5TH FLOOR
    SAN FRANCISCO,CA94111     		NONE PC CHANGING OUR LANDSCAPE, IN POLICY, IN OUTREACH, IN EDUCATION & IN SCIENCE FOR ALL POLLINATORS. 7,500
    POWER OF HOPE
    PO BOX 1481
    LANGLEY,WA98260     		NONE PC UNLEASHING POSITIVE POTENTIAL OF YOUTH THRU ARTS-CENTERED MULTICULTURAL LEARNING PROGRAMS. 5,000
    PROJECT AVARY INC
    PO BOX 150088
    SAN RAFAEL,CA94915     		NONE PC FUNDS TO IMPROVE LIFE OUTCOMES FOR CHILDREN WITH PARENTS IN PRISON. 10,000
    SACRED VALLEY PROJECT INC
    33 STEPHEN STREET
    MONTCLAIR,NJ07042     		NONE PC FUNDS TO PROVIDE ACCESS TO EDUCATION FOR THE YOUNG WOMEN OF SOUTHERN PERU. 7,500
    SANAGA-YONG CHIMPANZEE RESCUE
    PO BOX 2743
    PORTLAND,OR97208     		NONE PC FUNDS FOR RESCUING AND CARING FOR ILLEGALLY TRAFFICKED CHIMPANZEE ORPHANS. 7,500
    SELF ENHANCEMENT INC
    3920 N KERBY AVENUE
    PORTLAND,OR97227     		NONE PC HELPING KIDS OF COLOR STAY IN SCHOOL, GRADUATE ON TIME & BECOME POSITIVE, CONTRIBUTING CITIZENS. 35,000
    SEWA INTERNATIONAL
    100 W OAKS MALL
    HOUSTON,TX77082     		NONE PC FUNDS FOR A SCHOOL BUILDING IN INDIA. 21,000
    SHILOH CHARITABLE TRUST
    562 WILLIAMS STREET
    DEADWOOD,SD57732     		NONE PC FUNDS TO HELP RESCUE ABUSED, UNWANTED, NEGLECTED & SLAUGHTER BOUND HORSES. 4,500
    SIGHTLINE INSTITUTE
    1402 3RD AVENUE SUITE 500
    SEATTLE,WA98101     		NONE PC FUNDING TO PUT SMART POLICY SOLUTIONS IN THE HANDS OF DECISION MAKERS. 5,000
    SOCIAL VENTURE PARTNERS
    308 SW FIRST AVENUE SUITE 158
    PORTLAND,OR97204     		NONE PC SUPPORT OF ENGAGED DONORS WHO GIVE BACK TO THE COMMUNITY THROUGH PROGRAMS. 5,000
    SPOON FOUNDATION
    135 SE MAIN STREET SUITE 201
    PORTLAND,OR97214     		NONE PC TO IMPROVE HEALTH & NUTRITION OF CHILDREN LIVING IN ORPHANAGES & FOSTER CARE WORLDWIDE. 7,500
    SRI AUROBINDO YOGA MANDIR ORPHANAGE (NEPAL)
    TRIBHUVAN HIGHWAY
      CHANDRAGIRI  
    NP     		NONE PC EQUIVALENCY DETER FUNDS TO HELP SUPPORT A HOME AND SCHOOL FOR CHILDREN IN NEPAL. 20,000
    ST ANDRE BESSETTE CATHOLIC CHURCH
    601 W BURNSIDE STREET
    PORTLAND,OR97209     		NONE PC FUNDS FOR REPAIRS TO FRONT DOOR. 1,000
    TIBETAN AID FOUNDATION
    PO BOX 1112
    OJAI,CA93024     		NONE PC SUPPORTING SUSTAINABLE HEALTH CARE CLINICS & EDUCATIONAL OPPORTUNITIES IN RURAL TIBET. 8,000
    VETERANS FOR PEACE
    1404 NORTH BROADWAY
    ST LOUIS,MO63102     		NONE PC VETERANS FOR PEACE SEEKS TO PROMOTE PEACE AND END WAR AS AN INSTRUMENT. 5,500
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULVARD
    BRONX,NY10460     		NONE PC FUNDS TO HELP PROVIDE COMPREHENSIVE EFFORTS TO SAVE ENDANGERED SPECIES AND WILD PLACES. 7,500
    WILLAMETTE RIVERKEEPER
    403 SE CARUTHERS STREET SUITE 101
    PORTLAND,OR97214     		NONE PC TO PROTECT AND RESTORE THE WILLAMETTE RIVER. 5,000
    WINNARAINBOW INC
    1301 HENRY STREET
    BERKELEY,CA94709     		NONE PC TO PRESERVE AND DISSEMINATE CIRCUS FOLKLORE AND ARTS. 10,000
    Total .................................bullet 3a 1,070,500
    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....     14 341,420  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 6,828  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 517,844  
    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).. 0 866,092 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    866,092
    (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:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX SERVICES - GARY MCGEE & CO. LLP 9,147 0   9,147
    BOOKKEEPING SERVICES - LISA LUCAS 16,500 0   16,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOUBLELINE LOW DURATION 181,505 181,505
    LORD ABBETT BOND DEBENTU 347,194 347,194
    LORD ABBETT SHORT DURATI 224,077 224,077
    PIMCO INVESTMENT GRADE C 325,282 325,282
    THOMPSON BOND FUND 220,106 220,106
    WESTERN ASSET CORE BOND 320,911 320,911

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AKRE FOCUS INSTL 413,231 413,231
    CLIFFORD CAPITAL PARTNER 617,274 617,274
    COLUMBIA DIVIDEND INCOME 696,169 696,169
    DODGE & COX STOCK FUND 687,333 687,333
    INVESCO INTERNATIONAL SM 310,612 310,612
    JOHCM EMRG MKT OPPTY FD 503,946 503,946
    JOHCM INTL SLCT FD CL I 370,322 370,322
    JPMORGAN LARGE CAP GROWT 221,914 221,914
    PEAR TREE POLARIS FOREIG 331,487 331,487
    PRIMECAP ODYSSEY AGGRESS 215,647 215,647
    PRIMECAP ODYSSEY GROWTH 514,383 514,383
    SMEAD VALUE FD I1 752,662 752,662
    T ROWE PRICE INST EMRG M 463,787 463,787
    T ROWE PRICE NEW HORIZON 284,660 284,660
    TWEEDY, BROWNE GLOBAL VA 325,249 325,249
    UNDISCOVERED MGRS 795,110 795,110
    WASATCH ULTRA GROWTH 643,878 643,878
    WILLIAM BLAIR LARGE CAP 296,257 296,257

    TY 2020 InvestmentsLandSchedule2
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    THOMAS STREET HOUSE 561,000 0 561,000 578,146

    TY 2020 LegalFeesSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES - ATKIN & ASSOCIATES 590 0   590


    TY 2020 OtherExpensesSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WIRE AND ADMINISTRATIVE FEES 5,639 0   5,639
    DATA PROCESSING/WEBSITE MANAGEMENT 660 0   660
    OREGON CHARITABLE REGISTRATION FEE 1,302 0   1,302
    RENTAL EXPENSES 7,872 7,872   0


    TY 2020 OtherIncreasesSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Description Amount
    NET UNREALIZED INCREASE IN INVESTMENT VALUE 1,929,053


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHWAB ADVISOR FEES 45,711 45,711   0


    TY 2020 TaxesSchedule
    Name:
    SO HUM FOUNDATION
    EIN:
    31-1634639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS EXCISE TAXES 27,512 0   0