Form990-PF
Click to see attachment

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
MARIE LAMFROM CHARITABLE
FOUNDATION TRUST
Number and street (or P.O. box number if mail is not delivered to street address)9740 SW HILLMAN COURT SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSONVILLE, OR97070
A Employer identification number

93-1254171
B Telephone number (see instructions)

(503) 722-3490
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$137,033,302J 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) 112,886,304
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 413,474 413,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -68,134
b Gross sales price for all assets on line 6a 2,515,536
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 8,712 0  
12 Total. Add lines 1 through 11........ 113,240,356 413,474  
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 10,535 0   10,535
b Accounting fees (attach schedule)....... Click to see attachment 8,824 0   8,824
c Other professional fees (attach schedule).... Click to see attachment 166,359 120,234   46,125
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,170 2,878   0
19 Depreciation (attach schedule) and depletion... 137,506 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 31,917 6   31,911
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 384,311 123,118   97,395
25 Contributions, gifts, grants paid....... 2,605,508 2,605,508
26 Total expenses and disbursements. Add lines 24 and 25 2,989,819 123,118   2,702,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 110,250,537
b Net investment income (if negative, enter -0-) 290,356
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............. 1,417,032 88,859,472 88,859,472
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) 667,908 Click to see attachment684,606 684,606
b Investments—corporate stock (attach schedule)....... 6,447,298 Click to see attachment19,202,644 19,202,644
c Investments—corporate bonds (attach schedule)....... 7,400,724 Click to see attachment10,364,562 10,364,562
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,000,430 Click to see attachment12,530,102 12,530,102
14 Land, buildings, and equipment: basis bullet6,237,758
Less: accumulated depreciation (attach schedule) bullet845,842 5,429,422 Click to see attachment5,391,916 5,391,916
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,362,814 137,033,302 137,033,302
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 24,362,814 137,033,302
29 Total net assets or fund balances (see instructions)..... 24,362,814 137,033,302
30 Total liabilities and net assets/fund balances (see instructions). 24,362,814 137,033,302
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
24,362,814
2
Enter amount from Part I, line 27a .....................
2
110,250,537
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,419,951
4
Add lines 1, 2, and 3 ..........................
4
137,033,302
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
137,033,302
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 CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,515,536   2,584,504 -68,968
b       834
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       -68,968
b       834
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 -68,134
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 4,036
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 4,036
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 4,036
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 25,009
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 25,009
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 16
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 20,957
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet20,957 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. Click to see attachment...............................
    10
    Yes
     
    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.MARIELAMFROM.ORG
    14
    The books are in care ofbulletSARAH BANY CO MIDWAY LLC Telephone no.bullet (503) 722-3490

    Located atbullet9740 SW HILLMAN COURT SUITE 200WILSONVILLEOR ZIP+4bullet97070
    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
    SARAH A BANY TRUSTEE
    1.00     		0 0 0
    9740 SW HILLMAN CT SUITE 200
    WILSONVILLE,OR97070
    RACHAEL SNEDDON TRUSTEE
    3.00     		0 0 0
    9740 SW HILLMAN CT SUITE 200
    WILSONVILLE,OR97070
    ANNA BANY TRUSTEE
    2.00     		0 0 0
    9740 SW HILLMAN CT SUITE 200
    WILSONVILLE,OR97070
    RUSSELL SNEDDON TRUSTEE
    0.25     		0 0 0
    9740 SW HILLMAN CT SUITE 200
    WILSONVILLE,OR97070
    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
    BADGLEYPHELPS WEALTH MANAGERS INVESTMENT MANAGEMENT 71,864
    1420 FIFTH AVENUE SUITE 3200
    SEATTLE,WA98101
    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
    18,432,182
    b
    Average of monthly cash balances.......................
    1b
    30,475,220
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,907,402
    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
    48,907,402
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    733,611
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    48,173,791
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,408,690
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,408,690
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,036
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,036
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,404,654
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,500
    5
    Add lines 3 and 4............................
    5
    2,409,154
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,409,154
    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
    2,702,903
    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
    100,000
    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
    2,802,903
    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
    2,802,903
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,409,154
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,345,432
    b From 2016...... 839,461
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 2,184,893
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,802,903
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,409,154
    e Remaining amount distributed out of corpus 393,749
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,578,642
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,345,432
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,233,210
    10 Analysis of line 9:
    a Excess from 2016.... 839,461
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 393,749
    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).)
    SARAH A BANY
    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:
    RACHAEL SNEDDON
    9740 SW HILLMAN COURT SUITE 200
    WILSONVILLE,OR97070
    (503) 722-3490
    RACHAEL@MIDWAYLLC.NET
    bThe form in which applications should be submitted and information and materials they should include:
    ONLINE FORM SUBMISSION THROUGH OUR WEBSITE.
    cAny submission deadlines:
    NO
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOCUS IS PACIFIC NORTHWEST.
    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
    1017 PROJECT
    PO BOX 19
    POWELL BUTTE,OR97753     		  PC HIGH QUALITY PROTEIN TO FOOD BANKS CENTRAL OR 20,000
    ADELANTE MUJERES
    2030 MAIN STREET SUITE A
    FOREST GROVE,OR97116     		  PC CHICAS YOUTH DEVELOPMENT PROGRAM SUPPORT 10,000
    AGE US
    15900 SE 82ND DRIVE
    CLACKAMAS,OR97015     		  PC AGELESS AWARD LUNCHEON 2,500
    ASSISTANCE DOGS OF HAWAII
    PO BOX 1803
    MAKAWAO,HI96768     		  PC SUPPORT A PORTLAND, OR AREA SERVICE DOG 20,000
    BAKER SCHOOL DISTRICT 5J
    2090 FOURTH STREET
    BAKER CITY,OR97814     		  GOV 70 HOT SPOTS FOR STUDENTS CONTINUING EDUCATION, ADVERSELY IMPACTED BY COVID-19 8,400
    BIG BROTHERS BIG SISTERS COLUMBIA NW
    6443 SW BEAVERTON-HILLSDALE HIGHWAY
    SUITE 200
    PORTLAND,OR97221     		  PC OPERATIONAL EXPENSES 32,500
    BIRDNOTE
    PO BOX 99456
    SEATTLE,WA98139     		  PC UNRESTRICTED 5,000
    BOYS & GIRLS CLUB OF PORTLAND METRO
    PO BOX 820209
    PORTLAND,OR97282     		  PC SUPPORT FOR 60+ MEALS & SNACKS 10,000
    BRIDGE MEADOWS
    8502 N WAYLAND AVENUE
    PORTLAND,OR97203     		  PC GIFT OF EMERGENCY FUNDING DUE TO CANCELLATION OF ANNUAL MAY LUNCHEON 50,000
    CAUSA OREGON
    700 MARION STREET NE
    SALEM,OR97301     		  PC OREGON WORKER RELIEF FUND 250,000
    CHEETAH CONSERVATION FUND
    200 DAINGERFIELD ROAD 200
    ALEXANDRIA,VA22314     		  PC 2020 GRANT - ONLINE DONATION 5,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY SUITE 140
    PORTLAND,OR97209     		  PC MYMUSICRX FOR HOSPITALIZED KIDS IN PORTLAND 10,000
    CITY OF SUBLIMITY
    245 NW JOHNSON STREET
    SUBLIMITY,OR97385     		  GOV MATERIAL TO MAKE CLOTH MASK FOR STAFF/RESIDENTS OF MARIAN ESTATES - COVID-19 8,000
    CLACKAMAS COMMUNITY COLLEGE FOUNDATION
    19600 MOLALLA AVENUE
    OREGON CITY,OR97045     		  PC OUTSIDE THE BOX"" GIFT FOR STUDENT #1097298 2,238
    COMMUNITY FOUNDATION OF SW LOUISIANA
    1625 RYAN STREET SUITE C
    LAKE CHARLES,LA70601     		  PC EMERGENCY SUPPORT FOR LOUISIANA HURRICANES 80,000
    COUNCIL ON AGING OF CENTRAL OREGON
    373 NE GREENWOOD AVENUE
    BEND,OR97701     		  PC EMERGENCY NEEDS ADD'L STAFF, VOLUNTEER WORKFORCE, CRITICAL MEAL DELIVERIES FOR OLDER ADULTS 10,000
    COUNCIL ON ALCOHOLISM & DRUG ABUSE
    PO BOX 28
    SANTA BARBARA,CA93102     		  PC TOM SNEDDON ROOM @ DANIEL BRYANT YOUTH & FAMILY CENTER 15,000
    CURRY HEALTH FOUNDATION
    PO BOX 1274
    GOLD BEACH,OR97444     		  PC SUPPORT TO MAKE UP FOR CANCELLATION OF MAJOR FUNDRAISER 7,500
    DAISY CHAIN
    PO BOX 10375
    EUGENE,OR97440     		  PC SUPPORT OPERATING EXPENSES FOR CON'T CARE DUE TO CANCELLATION OF ANNUAL FUNDRAISER 5,000
    DALLAS EMERGENCY FOOD BANK
    322 S MAIN STREET SUITE 180
    DALLAS,OR97338     		  PC FUNDS TO PURCHASE FOOD & KEEP DOORS OPEN 10,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK AVENUE
    PORTLAND,OR97217     		  PC SUPPORT RENOVATION OF ART CLASSROOM 250,000
    DISJECTA CONTEMPORARY ART CENTER
    8371 N INTERSTATE AVENUE
    PORTLAND,OR97217     		  PC CURATOR IN RESIDENCE PROGRAM 10,000
    ECONOMIC ACTION GROUP INC
    PO BOX 32
    YOUNGSTOWN,OH44501     		  PC ROBINSON-SHUBA COMMEMORATIVE STATUE PROJECT 175,000
    EQUAMORE FOUNDATION
    4723 HIGHWAY 66
    ASHLAND,OR97520     		  PC CARE FOR HORSES @ FACILITY, FEED, VETERINARY CARE, OPERATING EXP. FOR STAFF - COVID-19 5,000
    EUGENE MISSION
    PO BOX 1149
    EUGENE,OR97440     		  PC SUPPORT DAILY OPERATIONS & UTILITY COSTS INCREASE OF MISSION 10,000
    FAMILY BUILDING BLOCKS
    2425 LANCASTER DRIVE NE
    SALEM,OR97305     		  PC PURCHASE OF DIAPERS, HELP SUPPORT DONATION LOSS FOR APRIL DIAPER DRIVE 5,000
    FARMERS MARKET FUND
    240 N BROADWAY
    PORTLAND,OR97227     		  PC PRESERVATION OF DUFB, PUT $ IN POCKETS OF SMALL FARMERS EXPERIENCING HARDSHIP 5,000
    FLORENCE FOOD SHARE
    PO BOX 2514
    FLORENCE,OR97439     		  PC FUNDS TO KEEP PANTRY STOCKED, ASSIST LOCAL SCHOOLS PROVIDING MEALS TO STUDENTS 20,000
    FRIENDS OF THE CHILDREN
    44 NE MORRIS STREET 3015
    PORTLAND,OR97212     		  PC EMERGENCY COVID-19 GIFT CARDS FOR CHILDREN & FAMILIES IN NEED 25,000
    GIRL SCOUTS OF OREGON & SW WASHINGTON
    9620 SW BARBUR BOULEVARD
    PORTLAND,OR97219     		  PC BEYOND BARS PROGRAM 30,000
    GIRLS BUILD
    PO BOX 11893
    PORTLAND,OR97211     		  PC SUMMER BUILDING CAMPS FOR 8 - 14 YR OLD GIRLS 27,340
    GONZAGA UNIVERSITY
    502 E BOONE AVENUE
    SPOKANE,WA99258     		  PC 3 STUDENTS FOR 4 YEARS + ACTIVITY FUND & PLEDGE PAYMENT #2 FOR DAVE BANY SCHOLARSHIP PROGRAM 123,000
    IMPACT NW
    PO BOX 33530
    PORTLAND,OR97292     		  PC HOMELESS PREVENTION SERVICES FOR FAMILIES W/ CHILDREN 20,000
    JESUIT HIGH SCHOOL FOUNDATION
    9000 SW BEAVERTON HILLSDALE HIGHWAY
    PORTLAND,OR97225     		  PC TUITION FOR 2 STUDENTS FOR 1 YEAR 32,000
    LINES FOR LIFE
    5100 S MACADAM AVENUE SUITE 400
    PORTLAND,OR97239     		  PC GENERAL OPERATIONS 10,000
    MAKE-A-WISH FOUNDATION OF OREGON
    5901 S MACADAM AVENUE SUITE 200
    PORTLAND,OR97239     		  PC SUPPORTING A GRANT OF 5 LOCAL WISHES 75,000
    MCMINNVILLE AREA HABITAT FOR HUMANITY
    PO BOX 301
    MCMINNVILLE,OR97128     		  PC WOMEN BUILD 2020 PROJECT 10,000
    MEALS ON WHEELS PEOPLE
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		  PC EMERGENCY COVID-19 FUNDING FOR MORE MEALS TO PEOPLE 50,000
    MERRY HEART CHILDREN'S CAMP
    PO BOX 80413
    PORTLAND,OR97280     		  PC SUPPORT CAMP & COUNSELOR TRAINING 3,500
    MRG FOUNDATION
    PO BOX 12489
    PORTLAND,OR97212     		  PC ROGUE VALLEY RELIEF FUND 250,000
    OHSU FOUNDATION
    1121 SW SALMON STREET 100
    PORTLAND,OR97205     		  PC IN MEMORY OF ARLENE SCHNITZER 5,000
    OREGON BLACK PIONEERS
    117 COMMERCIAL STREET NE 210
    SALEM,OR97301     		  PC EXPANDING ORGANIZATIONAL CAPACITY & SUSTAINABILITY BY HIRING 1ST STAFF 25,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211     		  PC EMERGENCY COVID-19 SUPPORT FUNDING & FOOD FOR PEOPLE IN NEED OF FOOD BOXES & ACCESS TO PANTRIES 50,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214     		  PC 2020 GALA DIAMOND JUBILEE SPONSOR 25,000
    PEAR
    338 NW 6TH AVENUE
    PORTLAND,OR97209     		  PC TO PURCHASE P:EAR'S BUILDING @ 338 NW 6TH AVENUE 30,000
    PARK ACADEMY
    1915 SOUTH SHORE BOULEVARD
    LAKE OSWEGO,OR97034     		  PC MUSIC PROGRAM 30,000
    PARTNERS FOR A HUNGER-FREE OREGON
    712 SE HAWTHORNE BOULEVARD
    PORTLAND,OR97214     		  PC SUMMER MEAL OUTREACH ACROSS OREGON PROGRAM 5,000
    PDX DIAPER BANK
    PO BOX 22613
    PORTLAND,OR97269     		  PC EMERGENCY COVID FUNDING 5,280
    PHOENIX-TALENT SCHOOLS FIRE RELIEF FUND
    401 WEST 4TH STREET
    PHOENIX,OR97535     		  GOV 2020 GRANT 250,000
    PORTLAND BACKPACK
    2620 NE FREMONT STREET
    PORTLAND,OR97212     		  PC SUMMER 2020 LUNCH FUNDING 40,000
    PROJECT SOUTH
    9 GAMMON AVENUE SE
    ATLANTA,GA30315     		  PC IMAGINE WATER WORKS 10,000
    PROVIDENCE CHILDREN'S HEALTH FOUNDATION
    830 NE 47TH AVENUE
    PORTLAND,OR97213     		  PC THERAPEUTIC RECREATION PROGRAM FOR MEDICALLY FRAGILE CHILDREN (CMFC) 10,000
    SANTA BARBARA RESCUE MISSION
    535 E YANONALI STREET
    SANTA BARBARA,CA93103     		  PC BETHEL HOUSE IN HONOR OF PAMELA SNEDDON 10,000
    SANTIAM CANYON WILDFIRE RELIEF FUND
    11758 SUBLIMITY ROAD
    SUBLIMITY,OR97385     		  PC 2020 GRANT 250,000
    SELF ENHANCEMENT INC
    3920 N KERBY AVENUE
    PORTLAND,OR97227     		  PC COVID-19 RELIEF - PIVOT TO VIRTUAL AFTER SCHOOL ONLINE PROGRAMMING & ONLINE ACCESS 20,000
    SHARE THE LOVE - MOLALLA HIGH SCHOOL
    357 E FRANCIS STREET
    MOLALLA,OR97038     		  GOV GENERAL OPERATIONS 55,000
    THE DOUGY CENTER
    PO BOX 86852
    PORTLAND,OR97206     		  PC CREATION & EXECUTION FOR ADD'L GRIEF GROUP TO ACCOMMODATE INCREASE IN KIDS/TEENS SEEKING SUPPORT 15,000
    THE LITTLE MARKET
    3400 S SUSAN STREET UNIT B
    SANTA ANA,CA92704     		  PC GENERAL FUND CONTRIBUTION 25,000
    THE RED DOOR PROJECT
    3121 S MOODY AVENUE SUITE 140
    PORTLAND,OR97239     		  PC GRANT AWARD 15,000
    TUCKER MAXON SCHOOL
    2860 SE HOLGATE BOULEVARD
    PORTLAND,OR97202     		  PC MUSIC PROGRAM - HIRE A MUSIC TEACHER 10,000
    VICTORY ACADEMY AND 7 OTHER PUBLIC CHARITIES
    12155 SW TOOZE ROAD
    SHERWOOD,OR97140     		  PC GENERAL OPERATIONS 1,250
    YWCA OF GREATER PORTLAND
    4610 SE BELMONT STREET
    PORTLAND,OR97215     		  PC FAMILY PRESERVATION PROJECT: WORKS W/ INCARCERATED MOMS @ COFFEE CREEK CORRECTIONAL FACILITY 22,000
    Total .................................bullet 3a 2,605,508
    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....     14 413,474  
    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 -68,134  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		    01 4,212  
    bRECOVERY OF PRIOR YEAR GRANT     01 4,500  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 354,052 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    354,052
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MARIE LAMFROM CHARITABLE
    FOUNDATION TRUST
    Employer identification number

    93-1254171
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MARIE LAMFROM CHARITABLE
    FOUNDATION TRUST         		Employer identification number
    93-1254171
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    GERTRUDE BOYLE TRUST
    9740 SW HILLMAN COURT SUITE 200
     
    WILSONVILLE, OR97070

    		$ 112,886,304


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MARIE LAMFROM CHARITABLE
    FOUNDATION TRUST         		Employer identification number

    93-1254171
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MARIE LAMFROM CHARITABLE
    FOUNDATION TRUST         		Employer identification number

    93-1254171
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX SERVICES - GARY MCGEE & CO. LLP 8,824 0   8,824

    TY 2020 GeneralExplanationAttachment
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Identifier Return Reference Explanation
    SECTION 1.263(A)-1(F) DEMINIMIS SAFE HARBOR ELECTION PART II, LINE 14 TAXPAYER IS MAKING THE DEMINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. SECTION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAX YEAR.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATOR 2.95%25 DUE 03/15/25 54,800 54,800
    ABBVIE INC. 2.9%22 DUE 11/06/22 78,411 78,411
    ADOBE INC. 3.25%25 DUE 02/01/25 165,358 165,358
    AMGEN INC. 2.25%23 DUE 08/19/23 104,758 104,758
    AMAZON.COM, INC. 1.2%27 DUE 06/03/27 305,850 305,850
    APPLE INC 2.25%21 DUE 02/23/21 50,028 50,028
    BANK OF AMERICA C 3.5%26 DUE 04/19/26 169,911 169,911
    BECTON, DICKINS 2.894%22 DUE 06/06/22 52,660 52,660
    BIOGEN INC. 3.625%22 DUE 09/15/22 79,118 79,118
    BLACKROCK INC 3.375%22 DUE 06/01/22 52,158 52,158
    BLACKROCK INC 3.5%24 DUE 03/18/24 109,845 109,845
    BNSF, LLC 3.45%21 DUE 09/15/21 40,571 40,571
    BOSTON SCIENTIF 3.375%22 DUE 05/15/22 77,051 77,051
    BRISTOL-MYERS SQ 0.75%25 DUE 11/13/25 200,259 200,259
    CATERPILLAR FINL 0.8%25 DUE 11/13/25 301,109 301,109
    CINTAS CORPORATIO 2.9%22 DUE 04/01/22 205,882 205,882
    CISCO SYSTEMS INC 2.2%21 DUE 02/28/21 50,153 50,153
    CITIGROUP INC 2.9%21 DUE 12/08/21 163,390 163,390
    CONSTELLATION BR 4.25%23 DUE 05/01/23 108,903 108,903
    DEERE & CO 2.75%25 DUE 04/15/25 108,635 108,635
    DIAGEO INVESTME 2.875%22 DUE 05/11/22 206,995 206,995
    EDISON INTERNTN 3.875%21 DUE 06/01/21 20,104 20,104
    EMERSON ELECTRI 0.875%26 DUE 10/15/26 251,508 251,508
    EQUIFAX INC. 3.3%22 DUE 12/15/22 68,059 68,059
    ESTEE LAUDER COS 2.35%22 DUE 08/15/22 30,998 30,998
    EXXON MOBIL COR 2.222%21 DUE 03/01/21 70,000 70,000
    FAMILY DOLLAR STORE 5%21 DUE 02/01/21 50,160 50,160
    HOME DEPOT INC 2.7%23 DUE 04/01/23 157,320 157,320
    HOME DEPOT INC 2.125%26 DUE 09/15/26 161,762 161,762
    HONEYWELL INTERN 1.35%25 DUE 06/01/25 258,859 258,859
    ILLINOIS TOOL W 3.375%21 DUE 09/15/21 25,335 25,335
    JPMORGAN CHASE 2.972%23 DUE 01/15/23 205,519 205,519
    LOCKHEED MARTIN 3.35%21 DUE 09/15/21 114,320 114,320
    MARSH & MCLENNAN 3.75%26 DUE 03/14/26 85,115 85,115
    MASTERCARD INC 3.375%24 DUE 04/01/24 218,845 218,845
    MCDONALD'S CORP 3.35%23 DUE 04/01/23 159,484 159,484
    MERCK & CO., INC 2.8%23 DUE 05/18/23 185,485 185,485
    MICROSOFT CORP 3.125%25 DUE 11/03/25 111,739 111,739
    MIDAMERICAN EMERG 3.5%24 DUE 10/15/24 192,706 192,706
    MONDELEZ INTERNTN 1.5%25 DUE 05/04/25 206,996 206,996
    MORGAN STANLEY 3.75%23 DUE 02/25/23 107,079 107,079
    NEXTERA ENERGY CA 2.8%23 DUE 01/15/23 104,621 104,621
    NIKE, INC. 2.4%25 DUE 03/27/25 215,077 215,077
    NVIDIA CORP 2.2%21 DUE 09/16/21 151,825 151,825
    NVR, INC. 3.95%22 DUE 09/15/22 105,011 105,011
    ORACLE CORP 2.5%25 DUE 04/01/25 134,262 134,262
    PACIFICORP 2.95%22 DUE 02/01/22 30,656 30,656
    PAYPAL HOLDINGS 2.4%24 DUE 10/01/24 106,863 106,863
    PAYPAL HOLDINGS 2.65%26 DUE 10/01/26 219,186 219,186
    PEPSICO, INC. 3.6%24 DUE 03/01/24 218,413 218,413
    REPUBLIC SERVICES 3.2%25 DUE 03/15/25 109,631 109,631
    PNC FINL SVCS GRO 2.6%26 DUE 07/23/26 219,591 219,591
    PRAXAIR INC 2.45%22 DUE 02/15/22 76,372 76,372
    QUALCOMM INC 2.9%24 DUE 05/20/24 80,628 80,628
    RAYTHEON TECHNOL 3.95%25 DUE 08/16/25 172,049 172,049
    ROPER TECHNOLOGIE 2.8%21 DUE 12/15/21 76,590 76,590
    ROPER TECHNOLOGIE 1%25 DUE 09/15/25 201,347 201,347
    TARGET CORP 2.25%25 DUE 04/15/25 134,040 134,040
    TARGET CORP 2.5%26 DUE 04/15/26 137,706 137,706
    THERMO FISHER SC 2.95%26 DUE 09/19/26 111,343 111,343
    TRUIST BANKS 2.45%22 DUE 08/01/22 155,032 155,032
    STARBUCKS CORP 3.8%25 DUE 08/15/25 170,686 170,686
    STRYKER CORP 3.5%26 DUE 03/15/26 85,028 85,028
    SYSCO CORP 2.5%21 DUE 07/15/21 151,457 151,457
    THE BOEING CO 2.8%23 DUE 03/01/23 207,430 207,430
    THE CLOROX CO 3.05%22 DUE 09/15/22 181,700 181,700
    THE GOLDMAN SACHS VAR 21 DUE 04/23/21 50,093 50,093
    THE TJX COMPANIE 2.75%21 DUE 06/15/21 30,217 30,217
    TRUIST FINL CORP 2.75%22 DUE 04/01/22 102,718 102,718
    TYCO ELECTRONICS 3.5%22F DUE 02/03/22 76,929 76,929
    U.S. BANCORP 3.7%24 DUE 01/30/24 163,548 163,548
    UNITED HEALTH GRO 1.25%26 DUE 01/15/26 307,869 307,869
    VERIZON COMMUNICATN 0.85%25 DUE 11/20/25 251,618 251,618
    VISA INC 2.8%22 DUE 12/14/22 209,226 209,226
    WASTE MANAGEMENT 2.9%22 DUE 09/15/22 31,109 31,109
    WEC ENERGY GROUP 2.95%21 DUE 09/15/21 30,339 30,339
    WEC ENERGY GROUP 3.55%25 DUE 06/15/25 187,114 187,114

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 124,271 124,271
    ADOBE INC 230,055 230,055
    ALIBABA GROUP HLDG 141,500 141,500
    ALPHABET INC CLASS A 240,112 240,112
    ALPHABET INC CLASS C 257,526 257,526
    AMAZON COM INC 797,948 797,948
    AMGEN INC 162,783 162,783
    APPLE INC 1,111,677 1,111,677
    APTIV PLC 211,330 211,330
    BALL CORP 103,523 103,523
    BANK OF AMERICA CORP 264,182 264,182
    BERKSHIRE HATHAWAY 278,476 278,476
    BOEING CO 140,851 140,851
    BOOKING HOLDINGS INC 147,000 147,000
    CHEVRON CORPORATION 284,259 284,259
    CISCO SYSTEMS INC 203,210 203,210
    COMCAST CORP 200,535 200,535
    CONSTELLATION BRAND 154,211 154,211
    COSTAR GROUP INC 199,645 199,645
    COSTCO WHOLESALE CO 331,566 331,566
    D R HORTON CO 144,112 144,112
    DANAHER CORP 424,065 424,065
    ECOLAB INC 267,637 267,637
    EOG RESOURCES INC 109,166 109,166
    ESTEE LAUDER CO INC 182,074 182,074
    FACEBOOK INC 355,108 355,108
    FIDELITY NATL INFO 331,582 331,582
    FIRST REPUBLIC BANK 267,853 267,853
    FORTIVE CORPORATION 168,622 168,622
    HOME DEPOT INC 281,557 281,557
    HONEYWELL INTL INC 158,674 158,674
    INTEL CORP 104,373 104,373
    JPMORGAN CHASE & CO 527,595 527,595
    JOHNSON & JOHNSON 266,130 266,130
    LAM RESEARCH CORP 316,893 316,893
    LILLY ELI & CO 204,296 204,296
    LINDE PLC 90,648 90,648
    L3HARRIS TECHNOLOGIES IN 157,454 157,454
    MARSH & MCLENNAN 200,538 200,538
    MCDONALDS CORP 192,478 192,478
    MEDTRONIC PLC 354,231 354,231
    MICROSOFT CORP 921,931 921,931
    MONDELEZ INTL 215,462 215,462
    MORGAN STANLEY 374,311 374,311
    NETFLIX INC 304,431 304,431
    NEXTERA ENERGY INC 408,509 408,509
    NIKE INC 108,649 108,649
    NVIDIA CORP 230,813 230,813
    PALO ALTO NETWORKS 179,827 179,827
    PAYPAL HOLDINGS INCO 468,166 468,166
    PEPSICO INCORPORATED 148,448 148,448
    PFIZER INCORPORATED 156,185 156,185
    PPG INDUSTRIES INC 172,631 172,631
    PROCTER & GAMBLE 351,746 351,746
    PROGRESSIVE CO OHIO 150,693 150,693
    RAYTHEON CO 146,667 146,667
    SALESFORCE COM 317,773 317,773
    SERVICE NOW INC 350,074 350,074
    SHERWIN WILLIAMS CO 177,113 177,113
    STRYKER CORP 178,389 178,389
    THERMO FISHER SCNTFC 341,883 341,883
    TRUIST FINL CORP 159,511 159,511
    UNION PACIFIC CORP 299,420 299,420
    UNITED HEALTH GRP INC 264,763 264,763
    VALERO ENERGY CORP 146,516 146,516
    VERISK ANALYTICS INC 100,266 100,266
    VERIZON COMMUNICATN 217,316 217,316
    VISA INC 477,488 477,488
    W E C ENERGY GROUP I 153,598 153,598
    WALMART INC 308,337 308,337
    WALT DISNEY CO 429,034 429,034
    WASTE MANAGEMENT INC 140,573 140,573
    ZOETIS INC 112,375 112,375

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    US Government Securities - End of Year Book Value:

    684,606
    US Government Securities - End of Year Fair Market Value:

    684,606
    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:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP FMV 175,528 175,528
    DIGITAL REALTY TRUST FMV 187,641 187,641
    EQUINIX INC FMV 196,399 196,399
    PROLOGIS INC FMV 334,459 334,459
    ISHARES CORE S&P MID CAP FMV 1,540,091 1,540,091
    ISHARES MSCI EAFE ETF FMV 2,147,796 2,147,796
    ISHARES RUSSELL 2000 GROWTH ETF (IWO) FMV 1,595,199 1,595,199
    ISHARES RUSSELL 2000 VALUE ETF (IWN) FMV 1,495,890 1,495,890
    ISHARES RUSSELL MID CAP (IWR) FMV 377,642 377,642
    ISHARES RUSSELL MID CAP FORWARD SPLIT (IWP) FMV 420,557 420,557
    VANGUARD FTSE DEVELOPED FMV 962,140 962,140
    VANGUARD FTSE EMERGING FMV 761,421 761,421
    VANGUARD SMALL CAP ETF FMV 2,000,921 2,000,921
    WSDMTRE EMRG MKT EX STT FMV 334,418 334,418

    TY 2020 LandEtcSchedule2
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 1,410,699 0 1,410,699 1,410,699
    LAND IMPROVEMENTS 301,510 82,915 218,595 218,595
    BUILDING 1,396,622 286,599 1,110,023 1,110,023
    BUILDING IMPROVEMENTS 2,898,201 427,366 2,470,835 2,470,835
    EQUIPMENT 230,726 48,962 181,764 181,764


    TY 2020 LegalFeesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES - STOEL RIVES LLP 10,535 0   10,535


    TY 2020 OtherExpensesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUILDING REPAIR AND MAINTENANCE 3,650 0   3,650
    COMPUTER SOFTWARE 12,000 0   12,000
    DUES AND SUBSCRIPTIONS 7,218 0   7,218
    INSURANCE 6,689 0   6,689
    OFFICE EXPENSES 261 0   261
    OREGON CHARITABLE REGISTRATION FEES 2,093 0   2,093
    ADR PASS-THROUGH FEES 6 6   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 4,212   4,212
    RECOVERY OF PRIOR YEAR GRANT 4,500   4,500


    TY 2020 OtherIncreasesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Description Amount
    NET UNREALIZED INCREASE IN INVESTMENT VALUE 2,419,951


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES - BADGLEY+PHELPS WEALTH MANAGERS 71,864 71,864   0
    INVESTMENT MANAGEMENT FEES - BARWICK & PARTNERS, INC. 48,370 48,370   0
    PUBLIC RELATIONS - LAWRENCE PUBLIC RELATIONS 46,125 0   46,125


    TY 2020 SubstantialContributorsSch
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Name Address
    GERTRUDE BOYLE TRUST 9740 SW HILLMAN COURT SUITE 200
    WILSONVILLE,OR97070


    TY 2020 TaxesSchedule
    Name:
    MARIE LAMFROM CHARITABLE
     
    FOUNDATION TRUST
    EIN:
    93-1254171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 26,292 0   0
    FOREIGN INVESTMENT TAXES 2,878 2,878   0