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
HWIRWIN & DCH IRWIN FDNFERG
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

93-1067941
B Telephone number (see instructions)

(503) 464-3580
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$2,885,592J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 53,073 51,110  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 187,313
b Gross sales price for all assets on line 6a 901,529
7 Capital gain net income (from Part IV, line 2)... 187,313
8 Net short-term capital gain......... 0
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........ 240,386 238,423  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 100 0 0 100
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 33,177 33,178   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,699 731   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 624 215   409
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,100 34,124 0 2,009
25 Contributions, gifts, grants paid....... 211,500 211,500
26 Total expenses and disbursements. Add lines 24 and 25 248,600 34,124 0 213,509
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,214
b Net investment income (if negative, enter -0-) 204,299
c Adjusted net income (if negative, enter -0-)... 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.............   432 432
2 Savings and temporary cash investments......... 116,569 44,572 44,572
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 1,492,103 Click to see attachment1,504,328 2,288,242
c Investments—corporate bonds (attach schedule)....... 478,877 Click to see attachment496,230 517,023
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     432
13 Investments—other (attach schedule).......... 5,558 Click to see attachment33,658 34,891
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) 2,093,107 2,079,220 2,885,592
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
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........ 2,093,107 2,079,220
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,093,107 2,079,220
30 Total liabilities and net assets/fund balances (see instructions). 2,093,107 2,079,220
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
2,093,107
2
Enter amount from Part I, line 27a .....................
2
-8,214
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
77
4
Add lines 1, 2, and 3 ..........................
4
2,084,970
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,750
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,079,220
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 35. CACI INTERNATIONAL INC CL A   2020-06-04 2020-07-01
b 270. P T TELEKOMUNIKASI INDONESIA A D R     2020-07-22
c 1300. LLOYDS BANKING GROUP P L C A D R     2020-07-27
d 60. SUNCOR ENERGY INC   2012-07-26 2020-07-28
e 130. SUNCOR ENERGY INC   2020-01-30 2020-07-28
28. APPLE COMPUTER INC   2018-08-01 2020-08-21
500. T J X COS INC NEW     2020-08-21
320. CISCO SYS INC   2011-09-07 2020-08-28
10. CISCO SYS INC   2020-06-10 2020-08-28
140. ZOETIS INC     2020-09-03
100. SUNCOR ENERGY INC     2020-09-21
300. CISCO SYS INC     2020-09-23
410. CITIGROUP INC   2017-04-27 2020-09-28
100. SAFRAN SA UNSPON A D R   2018-01-14 2020-10-09
135. SAFRAN SA UNSPON A D R   2020-01-30 2020-10-09
220. PHILIP MORRIS INTL     2020-10-26
255.956 RAYTHEON TECHNOLOGIES CORP COM   2014-10-23 2020-10-29
70.044 RAYTHEON TECHNOLOGIES CORP COM   2020-03-12 2020-10-29
110. ELECTRONIC ARTS   2019-01-10 2020-11-11
25. FACEBOOK INC A   2017-08-17 2020-11-11
100. APPLE COMPUTER INC   2018-08-01 2020-11-16
35. WALT DISNEY CO   2019-04-18 2020-11-16
15. FACEBOOK INC A   2017-08-17 2020-11-16
55. HONEYWELL INTERNATIONAL INC COMMON STOCK   2016-12-07 2020-11-16
105. J P MORGAN CHASE & CO   2018-02-09 2020-11-16
25. MCDONALDS CORP   2019-04-24 2020-11-16
75. MERCK AND CO INC   2019-01-03 2020-11-16
40. MICROSOFT CORP COM   2015-01-16 2020-11-16
15. UNION PACIFIC CORPORATION COMMON STOCK   2018-09-20 2020-11-16
15. UNITEDHEALTH GRP INC COM   2019-07-15 2020-11-16
100. B A E SYSTEMS P L C A D R   2020-01-30 2020-11-18
10. SAP AG SPONSORED ADR   2016-09-27 2020-11-18
20. SAP AG SPONSORED ADR   2020-01-30 2020-11-18
30. HUMANA INC   2020-06-04 2020-11-19
390. DANONE SPONS A D R     2020-11-23
25. BROADCOM INC   2020-02-11 2020-12-01
90. L3HARRIS TECHNOLOGIES INC     2020-12-03
20. FACEBOOK INC A   2017-08-17 2020-12-09
30. MCDONALDS CORP   2019-04-24 2020-12-09
140. MONDELEZ INTERNATIONAL W I   2016-05-09 2020-12-09
250. NUANCE COMMUNICATIONS INC   2020-02-10 2020-12-09
29000. AMGEN INC 3.875% 11/15/21   2015-05-04 2020-12-16
45. MCDONALDS CORP   2019-04-24 2020-12-18
160. NEXTERA ENERGY INC   2020-03-12 2020-12-18
560. SUMITOMO MITSUI FINL GROUP A D R   2018-02-01 2020-12-18
120. APPLE COMPUTER INC   2018-08-01 2021-01-14
3. AMAZON COM INC COM   2018-10-01 2021-01-19
160. NUANCE COMMUNICATIONS INC   2020-02-10 2021-01-19
15. ALIBABA GROUP HOLDING LTD A D R   2020-01-30 2021-02-04
10. ALIBABA GROUP HOLDING LTD A D R   2020-06-04 2021-02-04
55. S P GLOBAL INC   2020-03-26 2021-02-08
285. MERCK AND CO INC     2021-02-09
45. CACI INTERNATIONAL INC CL A   2020-06-04 2021-02-10
240. VERIZON COMMUNICATIONS     2021-02-17
50000. JPMORGAN CHASE 4.500% 1/24/22   2015-03-06 2021-02-24
20000. U S TREASURY NT 1.625% 8/15/29   2019-08-23 2021-02-24
500. KINDER MORGAN INC   2020-01-30 2021-02-25
10. NICE SYS LTD SPONSORED A D R   2020-01-30 2021-02-25
15. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006   2016-06-13 2021-02-25
25. NXP SEMICONDUCTORS NV   2020-01-30 2021-02-25
540. PETROLEO BRASILEIRO S A A D R     2021-03-05
1. AMAZON COM INC COM   2020-08-03 2021-03-11
4. AMAZON COM INC COM   2018-10-01 2021-03-11
15. CHUBB LTD   2020-01-30 2021-03-19
10. NICE SYS LTD SPONSORED A D R   2020-01-30 2021-03-30
115. UNILEVER PLC COM   2020-01-30 2021-03-30
180. NUANCE COMMUNICATIONS INC   2020-02-10 2021-04-14
500. CREDIT SUISSE GROUP A D R     2021-04-15
50. ABBVIE INC   2019-06-27 2021-04-20
2. ALPHABET INC CL A   2019-11-04 2021-04-20
1. AMAZON COM INC COM   2020-03-17 2021-04-20
50. AMETEK INC   2020-01-14 2021-04-20
100. APPLE COMPUTER INC   2018-08-01 2021-04-20
20. AVERY DENNISON CORP COM   2020-02-27 2021-04-20
20. BOSTON PROPERTIES INC COM   2020-06-09 2021-04-20
100. CABOT OIL & GAS CORP CL A   2021-02-25 2021-04-20
140. CARRIER GLOBAL CORPORATION COM   2020-04-24 2021-04-20
10. CELANESE CORP SER A   2020-03-12 2021-04-20
180. DANA HOLDING CORP   2020-12-18 2021-04-20
20. DIGITAL REALTY TRUST INC   2019-01-29 2021-04-20
125. WALT DISNEY CO   2019-04-18 2021-04-20
40. ENTERGY CORP NEW COM   2016-02-22 2021-04-20
340. FIRST HORIZON NATIONAL CORP   2021-02-10 2021-04-20
25. MICROSOFT CORP COM   2015-01-16 2021-04-20
80. SCHLUMBERGER LTD ISIN #AN8068571086   2020-12-09 2021-04-20
20. STRYKER CORP   2019-03-06 2021-04-20
170. TRUIST FINL CORP   2016-01-13 2021-04-20
25. VISA INC   2018-02-27 2021-04-20
25. CHECKPOINT SOFTWARE COM     2021-04-20
20. NXP SEMICONDUCTORS NV   2020-01-30 2021-04-20
70. AMGEN INC     2021-04-28
5. CANADIAN PACIFIC RAILWAY LTD   2020-11-18 2021-04-28
70. LEGRAND SA UNSP A D R   2020-11-18 2021-04-28
190. LEGRAND SA UNSP A D R   2020-04-06 2021-04-28
125. ANALOG DEVICES INC COMMON STOCK   2019-09-13 2021-04-30
45. AVERY DENNISON CORP COM   2020-02-27 2021-04-30
130. NUANCE COMMUNICATIONS INC     2021-04-30
420. CREDIT SUISSE GROUP A D R   2020-04-27 2021-05-18
45. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006     2021-05-28
70. ROCKWELL INTL CORP NEW COM   2020-12-03 2021-06-15
170. DELL TECHNOLOGIES C   2020-07-01 2021-06-23
100. QUALCOMM INC   2020-09-23 2021-06-23
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(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 7,500   9,186 -1,686
b 5,566   7,014 -1,448
c 1,851   4,146 -2,295
d 967   1,874 -907
e 2,096   4,082 -1,986
13,889   5,610 8,279
25,843   27,094 -1,251
13,451   5,068 8,383
420   476 -56
22,167   13,096 9,071
1,265   2,170 -905
11,675   13,877 -2,202
17,779   24,283 -6,504
2,605   2,849 -244
3,516   5,518 -2,002
16,062   17,461 -1,399
13,601   10,865 2,736
3,722   4,440 -718
13,140   10,039 3,101
6,892   4,219 2,673
12,001   5,009 6,992
5,050   4,634 416
4,168   2,532 1,636
11,432   6,149 5,283
12,208   11,430 778
5,401   4,949 452
5,986   5,593 393
8,647   1,835 6,812
3,088   2,454 634
5,340   3,983 1,357
2,666   3,338 -672
1,188   911 277
2,376   2,608 -232
12,335   11,824 511
4,684   5,923 -1,239
10,156   7,997 2,159
17,328   17,268 60
5,612   3,375 2,237
6,266   5,939 327
8,085   6,145 1,940
10,651   5,607 5,044
29,911   31,095 -1,184
9,634   8,908 726
11,914   8,908 3,006
3,354   5,221 -1,867
15,498   6,011 9,487
9,375   6,016 3,359
7,886   3,589 4,297
4,004   3,104 900
2,669   2,187 482
17,860   13,222 4,638
21,329   12,160 9,169
10,786   11,810 -1,024
13,538   13,346 192
51,939   54,620 -2,681
20,685   20,190 495
7,724   10,067 -2,343
2,345   1,726 619
6,804   2,279 4,525
4,629   3,267 1,362
4,185   5,815 -1,630
3,113   3,127 -14
12,453   8,022 4,431
2,395   2,300 95
2,160   1,726 434
6,439   6,688 -249
9,491   4,037 5,454
5,344   4,734 610
5,443   3,497 1,946
4,549   2,570 1,979
3,332   1,812 1,520
6,536   5,054 1,482
13,231   5,009 8,222
3,932   2,336 1,596
2,109   2,090 19
1,633   1,910 -277
5,888   2,185 3,703
1,546   733 813
4,576   3,514 1,062
3,018   2,130 888
23,193   16,551 6,642
4,327   2,812 1,515
5,696   5,378 318
6,447   1,147 5,300
2,019   1,887 132
5,165   3,770 1,395
9,461   5,018 4,443
5,568   3,122 2,446
2,988   2,532 456
3,873   2,614 1,259
16,568   9,308 7,260
1,867   1,691 176
1,381   1,210 171
3,749   2,417 1,332
19,121   14,582 4,539
9,610   5,257 4,353
6,895   2,508 4,387
4,396   3,448 948
21,156   11,109 10,047
19,841   17,358 2,483
16,896   9,399 7,497
13,578   11,213 2,365
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
      5,802
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       -1,686
b       -1,448
c       -2,295
d       -907
e       -1,986
      8,279
      -1,251
      8,383
      -56
      9,071
      -905
      -2,202
      -6,504
      -244
      -2,002
      -1,399
      2,736
      -718
      3,101
      2,673
      6,992
      416
      1,636
      5,283
      778
      452
      393
      6,812
      634
      1,357
      -672
      277
      -232
      511
      -1,239
      2,159
      60
      2,237
      327
      1,940
      5,044
      -1,184
      726
      3,006
      -1,867
      9,487
      3,359
      4,297
      900
      482
      4,638
      9,169
      -1,024
      192
      -2,681
      495
      -2,343
      619
      4,525
      1,362
      -1,630
      -14
      4,431
      95
      434
      -249
      5,454
      610
      1,946
      1,979
      1,520
      1,482
      8,222
      1,596
      19
      -277
      3,703
      813
      1,062
      888
      6,642
      1,515
      318
      5,300
      132
      1,395
      4,443
      2,446
      456
      1,259
      7,260
      176
      171
      1,332
      4,539
      4,353
      4,387
      948
      10,047
      2,483
      7,497
      2,365
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 187,313
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 2,840
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 2,840
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 2,840
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,273
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,273
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 1,567
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 taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 addressbullet  
    14
    The books are in care ofbulletUS BANK Telephone no.bullet (503) 464-4909

    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
    ERIC H I HOFFMAN PRESIDENT
    1     		0    
    3001 NW LURAY CIRCUS
    PORTLAND,OR97210
    JEAN I HOFFMAN DIRECTOR
    1     		0    
    5290 SW LANDING SQUARE suite 1
    PORTLAND,OR97201
    KELSEY GREEN GROUT SECRETARY
    1     		0    
    2594 SW BUCKINGHAM
    PORTLAND,OR97201
    ALAN GREEN JR DIRECTOR
    1     		0    
    1707 SW HAWTHORNE TERRACE
    PORTLAND,OR97201
    SALLY H MILLER DIRECTOR
    1     		0    
    1717 SW HIGHLAND ROAD
    PORTLAND,OR97221
    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.........................bullet  
    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
    2,662,411
    b
    Average of monthly cash balances.......................
    1b
    45,483
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,707,894
    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
    2,707,894
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    40,618
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,667,276
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    133,364
    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
    133,364
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,840
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,840
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    130,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    130,524
    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
    130,524
    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
    213,509
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    213,509
    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
    213,509
    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 7 130,524
    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...... 82,601
    b From 2016...... 68,842
    c From 2017...... 54,630
    d From 2018...... 97,584
    e From 2019...... 69,256
    fTotal of lines 3a through e........ 372,913
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 213,509
    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..... 130,524
    e Remaining amount distributed out of corpus 82,985
    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 5 455,898
    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) ...     		82,601
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		373,297
    10 Analysis of line 9:
    a Excess from 2016.... 68,842
    b Excess from 2017.... 54,630
    c Excess from 2018.... 97,584
    d Excess from 2019.... 69,256
    e Excess from 2020.... 82,985
    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).)
    NA
    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.
    NA
    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:
    US BANK PCG - REBECCA BIBLEHEIMER
    PO BOX 3168
    PORTLAND,OR97208
    (503) 275-5923
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE
    cAny submission deadlines:
    CONTACT ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATIO WILL MAKE GIFTS & GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS (IRC SEC 501(C)(3) TWO TIMES A YEAR. THE BOARD OF DIRECTORS WILL EVALUATE & DECIDE UPON ALL PROPOSALS PURSUANT TO POLICY
    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
    METROPOLITAN FAMILY SERVICES
    1808 SE BELMONT ST
    BROOKLYN,NY11201     		NONE PC GENERAL OPERATING 3,000
    ECUMENICAL MINISTRIES OF
    0245 SW BANCROFT ST STE B
    PORTLAND,OR97239     		NONE PC GENERAL OPERATING 5,000
    CASA FOR CHILDREN
    1401 NE 68TH AVE
    PORTLAND,OR97213     		NONE PC GENERAL OPERATING 4,000
    KINSHIP HOUSE
    1823 NE 8TH AVENUE
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    STORE TO DOOR
    7730 SW 31ST AVENUE
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 5,000
    GROWING GARDENS
    2203 NE OREGON ST
    PORTLAND,OR97232     		NONE PC GENERAL SUPPORT 4,000
    PORTLAND YOUTH BUILDERS
    4816 SE 92ND AVE
    PORTLAND,OR97266     		NONE PC GENERAL SUPPORT 3,000
    YOUNG AUDIENCES OF OREGON
    1220 SW MORRISON ST STE 1000
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    CALDERA
    224 NW 13TH AVENUE STE 304
    PORTLAND,OR97209     		NONE PC GENERAL SUPPORT 3,000
    ELEVATE OREGON
    12730 NW MARX STREET
    PORTLAND,OR97230     		NONE PC GENERAL SUPPORT 5,000
    FRIENDS OF THE CHILDREN
    44 NE MORRIS
    PORTLAND,OR97212     		NONE PC GENERAL SUPPORT 5,000
    BRADLEY ANGEL HOUSE
    5432 N ALBINA AVENUE
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    FRIENDS OF SATURDAY ACADEMY
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    WRITE AROUND PORTLAND
    133 SW 2ND AVE SUITE 304
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 2,000
    THE DOUGY CENTER
    PO BOX 86852
    PORTLAND,OR97286     		NONE PUBLIC GENERAL SUPPORT 3,000
    ROSE HAVEN
    PO BOX 10405
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY TRANSITIONAL SCHOOL
    6601 NE KILLINGSWORTH
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 10,000
    DE LA SALLE NORTH CATHOLIC
    7528 N FENWICK AVENUE
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 5,000
    MEALS ON WHEELS
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 5,000
    FINANCIAL BEGINNINGS
    MELODY BELL
    7327 SW BARNES ROAD 213
    PORTLAND,OR97225     		NONE PC GENERAL SUPPORT 3,000
    MY VOICE MATTERS
    PO BOX 28043
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    THE CHILDREN'S BOOK BANK
    2680 SW RAVENSVIEW DRIVE
    PORTLAND,OR97201     		NONE PC GENERAL SUPPORT 2,500
    SCHOOLHOUSE SUPPLIES
    2735 NE 82ND AVE
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 3,000
    COLLEGE POSSIBLE
    501 NE HOOD AVE SUITE 310
    GRESHAM,OR97030     		NONE PUBLIC GENERAL SUPPORT 5,000
    COMMUNITY PARTNERS FOR AFFORDABLE
    PO BOX 23206
    PORTLAND,OR97035     		NONE PUBLIC GENERAL SUPPORT 2,000
    FRIENDLY HOUSE INC
    2617 NW SAVIER ST
    PORTLAND,OR97210     		NONE PC GENERAL SUPPORT 3,000
    PARROTT CREEK CHILD & FAMILY SVCS
    1001 MOLALLA AVENUE SUITE 209
    OREGON CITY,OR97045     		NONE PC GENERAL SUPPORT 4,000
    CONSTRUCTING HOPE
    405 NE CHURCH STREET
    PORTLAND,OR97211     		NONE PC GENERAL SUPPORT 5,000
    OREGON FOOD BANK INC
    7900 NE 33RD DRIVE
    PORTLAND,OR97035     		NONE PC GENERAL OPERATING 8,000
    SPOON FOUNDATION
    135 SE MAIN STREET SUITE 201
    Portland,OR97214     		NONE PC GENERAL OPERATING 3,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 243
    PORTLAND,OR97207     		NONE PC GENERAL OPERATING 5,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		NONE PC GENERAL SUPPORT 3,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209     		NONE PC GENERAL SUPPORT 3,500
    PROJECT LEMONADE
    355 6TH STREET
    LAKE OSWEGO,OR97034     		NONE PC GENERAL SUPPORT 5,000
    PORTLAND YOUTH PHILHARMONIC ASSOCIATION
    9320 SW BARBUR BLVD STE 140
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 3,000
    PORTLAND OPPORTUNITIES INDUSTRIALIZATION
    717 N KILLINGSWORTH CT
    PORTLAND,OR97217     		NONE PC GENERAL OPERATING 4,000
    DENTAL FOUNDATION OF OREGON
    8699 SW SUN PL
    WILSONVILLE,OR97070     		NONE PC GENERAL OPERATING 5,000
    OREGON BALLET OF THEATER
    818 SE SIXTH AVE
    PORTLAND,OR97214     		NONE PC GENERAL OPERATING 2,500
    PATHFINDERS OF OREGON
    7800 SW BARBUR BLVD
    PORTLAND,OR97035     		NONE PC GENERAL SUPPORT 4,000
    WILLIAM TEMPLE HOUSE
    2023 NW HOYT STREET
    PORTLAND,OR97035     		NONE PUBLIC GENERAL SUPPORT 5,000
    NORTH COAST LAND CONSERVANCY
    2609 N ROOSEVELT DR
    SEASIDE,OR97138     		NONE PC GENERAL OPERATING 4,000
    THE INSIGHT ALLIANCE
    PO BOX 820214
    PORTLAND,OR97282     		NONE PC GENERAL OPERATING 4,000
    DAVID'S HARP
    705 16TH STREET
    SAN DIEGO,CA92101     		NONE PC GENERAL OPERATING 3,000
    MICRO ENTERPRISE SERVICES OF OREGON
    4008 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212     		NONE PC GENERAL OPERATING 3,000
    BLANCHET HOUSE
    310 NW GLISAN
    PORTLAND,OR97209     		NONE PC GENERAL OPERATING 3,000
    PERIOD INC
    2175 NE RALEIGH STREET
    PORTLAND,OR97210     		NONE PC GENERAL OPERATING 3,000
    DE LA SALLE HIGH SCHOOL
    5300 SAINT CHARLES AVE
    New Orleans,LA70115     		NONE PC GENERAL SUPPORT 10,000
    READING RESULTS
    3115 NE SANDY BLVD
    PORTLAND,OR97232     		NONE PC GENERAL SUPPORT 3,000
    GIRL SCOUTS OF OR & SW WA
    9620 SW BARBUR BLVD
    PORTLAND,OR97219     		NONE PC GENERAL OPERATING 2,000
    OREGON HEALTH & SCIENCES
    UNIVERSITY
    1121 SW SALMON ST STE 200
    PORTLAND,OR97205     		NONE PC GENERAL OPERATING 10,000
    MINDS MATTER OF PORTLAND
    PO BOX 12089
    Portland,OR97212     		NONE PC GENERAL OPERATING 3,000
    SISTERS OF THE ROAD
    133 NW 6TH AVENUE
    PORTLAND,OR97209     		NONE PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 211,500
    bApproved for future payment
    Total .................................bullet 3b  
    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 53,073  
    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 ............     		    18 187,313  
    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)..   240,386  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    240,386
    (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:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912828D56 U S TREASURY NT 21,329 21,174
    912828M56 U S TREASURY NT 21,100 21,278
    031162BM1 AMGEN INC    
    92343VBY9 VERIZON COMM 52,114 54,396
    46625HJD3 JPMORGAN CHASE    
    912828WE6 U S TREASURY NT 21,606 21,148
    92535N100 VERSUS CAP RL EST 133,093 143,496
    6174468C6 MORGAN STANLEY 30,125 33,368
    912828XG0 U S TREASURY NT 19,988 20,404
    20030NBJ9 COMCAST CORP 24,858 27,013
    91324PDJ8 UNITEDHEALTH GROUP 29,987 31,813
    06051GFX2 BANK OF AMERICA CORP 23,812 27,542
    912828YB0 U S TREASURY NT 10,095 10,228
    9128285M8 U S TREASURY NT 34,039 33,939
    912828X88 U S TREASURY NT 22,538 21,530
    031162CU2 AMGEN INC 10,692 10,308
    912828ZQ6 U S TREASURY NT 19,908 18,695
    9128283U2 U S TREASURY NT 20,946 20,691

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    867224107 SUNCOR ENERGY INC    
    718172109 PHILIP MORRIS INTL 27,489 34,193
    172967424 CITIGROUP INC    
    037833100 APPLE INC 30,149 77,793
    437076102 HOME DEPOT INC 19,119 47,834
    4812A1696 JPMORGAN TR I US SMA 101,481 155,045
    02079K305 ALPHABET INC CL A 25,562 109,881
    92826C839 VISA INC 24,775 49,102
    031162100 AMGEN INC    
    053611109 AVERY DENNISON CORP 15,013 26,280
    92532P207 VERSUS CAP MM REAL E 100,174 115,526
    872540109 TJX COMPANIES INC 32,845 33,036
    46625H100 J P MORGAN CHASE CO 30,897 56,772
    609207105 MONDELEZ INTERNATION 7,023 9,990
    032654105 ANALOG DEVICES INC 19,799 33,571
    29364G103 ENTERGY CORPORATION 9,841 13,958
    803054204 SAP SE SPONSORED A D    
    020002101 ALLSTATE CORP 12,780 26,088
    412295701 HARDING LOEVNER INS 44,540 69,338
    23304Y100 DBS GROUP HLDGS LTD 8,704 11,143
    594918104 MICROSOFT CORP 27,051 135,450
    17275R102 CISCO SYSTEMS INC 21,893 24,910
    438516106 HONEYWELL INTERNATIO 18,392 39,483
    166764100 CHEVRON CORPORATION 9,066 18,853
    00287Y109 ABBVIE INC 26,847 36,608
    883556102 THERMO FISHER SCIENT 5,319 17,656
    891160509 TORONTO DOMINION BAN 4,408 6,305
    91324P102 UNITED HEALTH GROUP 29,696 48,053
    58933Y105 MERCK AND CO INC    
    464288273 ISHARES MSCI EAFE SM 13,798 18,911
    253868103 DIGITAL REALTY TRUST 7,457 10,532
    88032Q109 TENCENT HLDGS LTD A 2,921 3,765
    92343V104 VERIZON COMMUNICATIO    
    30303M102 FACEBOOK INC A 24,108 45,202
    86562M209 SUMITOMO MITSUI FINL    
    786584102 SAFRAN SA UNSPON A D    
    577130834 MATTHEWS PACIFIC TIG 31,900 35,641
    89151E109 TOTAL SA SPON A D R 5,794 4,752
    254687106 DISNEY WALT CO    
    907818108 UNION PACIFIC CORP 24,451 28,591
    806857108 SCHLUMBERGER LTD 12,030 16,325
    863667101 STRYKER CORP 9,426 12,987
    580135101 MCDONALDS CORP    
    285512109 ELECTRONIC ARTS INC 11,148 20,136
    023135106 AMAZON.COM INC 26,493 34,402
    98978V103 ZOETIS INC 9,233 20,500
    478160104 JOHNSON JOHNSON 39,908 42,832
    742718109 PROCTER GAMBLE CO 10,962 16,192
    771195104 ROCHE HOLDINGS LTD S 9,103 10,103
    653656108 NICE SYS LTD SPONSOR    
    101121101 BOSTON PPTYS INC 10,451 11,459
    715684106 P T TELEKOMUNIKASI I    
    524671104 LEGRAND SA UNSP A D 3,808 5,300
    444859102 HUMANA INC    
    74975E303 RWE AG A D R 6,506 6,708
    11135F101 BROADCOM INC 25,233 40,531
    G0403H108 AON PLC 1,868 2,388
    150870103 CELANESE CORP SER A 5,133 10,612
    929089100 VOYA FINANCIAL INC 25,986 26,445
    89832Q109 TRUIST FINL CORP 24,272 31,746
    502431109 L3HARRIS TECHNOLOGIE    
    14448C104 CARRIER GLOBAL CORPO 7,178 22,356
    835699307 SONY CORP A D R 15,061 20,902
    824551105 SHIN ETSU CHEM UNSPO 5,089 7,542
    931142103 WAL MART STORES INC 9,191 10,577
    031100100 AMETEK INC 16,085 22,028
    67020Y100 NUANCE COMMUNICATION    
    617446448 MORGAN STANLEY 22,532 40,344
    23636T100 DANONE SPONS A D R    
    01609W102 ALIBABA GROUP HOLDIN    
    088606108 B H P BILLITON LIMIT 5,669 8,740
    539439109 LLOYDS BANKING GROUP    
    45857P806 INTERCONTINENTAL HOT 8,743 10,004
    75513E101 RAYTHEON TECHNOLOGIE    
    49456B101 KINDER MORGAN INC    
    G5960L103 MEDTRONIC PLC 12,937 14,896
    225401108 CREDIT SUISSE GROUP    
    904784709 UNILEVER N V A D R    
    127190304 CACI INTERNATIONAL I    
    05523R107 B A E SYSTEMS P L C    
    65339F101 NEXTERA ENERGY INC    
    620076307 MOTOROLA SOLUTIONS I 23,900 28,191
    670100205 NOVO NORDISK AS A D 9,276 12,566
    M22465104 CHECK POINT SOFTWARE    
    N6596X109 NXP SEMICONDUCTORS N 4,702 8,229
    H1467J104 CHUBB LTD    
    78409V104 S P GLOBAL INC    
    443251103 HOYA CORP A D R 7,233 9,961
    654106103 NIKE INC 13,657 21,629
    57636Q104 MASTERCARD INC 22,117 21,905
    13645T100 CANADIAN PACIFIC RAI 4,835 5,768
    717081103 PFIZER INC 16,675 16,839
    296036304 ERSTE GROUP BANK AG 4,392 3,876
    136385101 CANADIAN NATURAL RES 7,105 8,344
    16119P108 CHARTER COMMUNICATIO 12,935 14,429
    495724403 KINGFISHER PLC SPONS 8,088 12,581
    501889208 LKQ CORP 16,187 18,704
    34959E109 FORTINET INC 25,272 27,392
    574599106 MASCO CORP 30,416 31,811
    25157Y202 DEUTSCHE POST AG A D 6,524 7,496
    14040H105 CAPITAL ONE FINANCIA 4,489 5,414
    320517105 FIRST HORIZON NATION 12,654 13,824
    524660107 LEGGETT PLATT INC 19,594 25,905
    934550203 WARNER MUSIC GROUP C 12,020 11,893
    75629J101 RECRUIT HOLDINGS CO 2,860 3,447
    466110103 J B S SA-SPONSORED A 4,354 5,990
    34959J108 FORTIVE CORP WI 20,457 21,619
    235825205 DANA HOLDING CORP 11,323 13,781
    086516101 BEST BUY CO INC 14,826 14,947
    456837103 I N G GROEP NV SPONS 6,675 8,871
    237545108 DASSAULT SYSTEMES SA 4,612 4,873
    05329W102 AUTONATION INC 16,087 19,910
    038222105 APPLIED MATERIALS IN 11,393 14,240
    127097103 CABOT OIL GAS CORP C 14,515 13,270
    55607P204 MACQUARIE GROUP LID 4,922 4,697
    78467K107 SSE PLC SPN A D R 4,862 4,987
    701094104 PARKER HANNIFIN CORP 14,665 23,033
    67077M108 NUTRIEN LTD 5,673 6,061
    G3421J106 FERGUSON PLC NEW SHS 7,696 11,442

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    46434G822 ISHARES INC ETF AT COST 5,558 6,416
    92220Q103 VARIANT ALTERNATIVE AT COST 28,100 28,475

    TY 2020 LegalFeesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 100     100


    TY 2020 OtherDecreasesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Description Amount
    PY ROC ADJ 1,907
    VERSUS CAP MM REAL ESTATE I ADJ 3,843


    TY 2020 OtherExpensesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE/TAX 409 0   409
    ADR FEES 215 215   0


    TY 2020 OtherIncreasesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Description Amount
    COST BASIS ADJUSTMENT 77


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    USB FEES 16,042 16,042    
    FERGUSON WELLMAN CAPITAL MANAG 17,135 17,136    


    TY 2020 TaxesSchedule
    Name:
    HWIRWIN & DCH IRWIN FDNFERG
    EIN:
    93-1067941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 697 697   0
    FEDERAL ESTIMATES - PRINCIPAL 968 0   0
    FOREIGN TAXES ON NONQUALIFIED 34 34   0