Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE KINSMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3727 SE SPAULDING AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKIE, OR97267
A Employer identification number

93-0861885
B Telephone number (see instructions)

(503) 654-1668
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$25,952,914J 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 198,576 198,576  
4 Dividends and interest from securities... 322,787 322,787  
5a Gross rents............ 11,400 11,400  
b Net rental income or (loss) -7,222
6a Net gain or (loss) from sale of assets not on line 10 1,369,956
b Gross sales price for all assets on line 6a 13,461,231
7 Capital gain net income (from Part IV, line 2)... 1,369,956
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,902,719 1,902,719  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 207,192 137,489   69,703
14 Other employee salaries and wages...... 159,432 100,950   58,482
15 Pension plans, employee benefits....... 120,098 78,139   41,959
16a Legal fees (attach schedule)......... Click to see attachment 1,360 1,360   0
b Accounting fees (attach schedule)....... Click to see attachment 5,600 4,200   1,400
c Other professional fees (attach schedule).... Click to see attachment 85,874 85,874   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,480 27,878   2,400
19 Depreciation (attach schedule) and depletion... Click to see attachment 11,185 9,632  
20 Occupancy.............. 84,086 75,498   8,588
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,471 7,779   9,692
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 736,778 528,799   192,224
25 Contributions, gifts, grants paid....... 1,164,875 1,164,875
26 Total expenses and disbursements. Add lines 24 and 25 1,901,653 528,799   1,357,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,066
b Net investment income (if negative, enter -0-) 1,373,920
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............. 14,404 13,485 13,485
2 Savings and temporary cash investments......... 9,050,961 10,288,450 10,636,571
3 Accounts receivable bullet960
Less: allowance for doubtful accounts bullet   1,741 960 960
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) 465,360 Click to see attachment86,857 96,904
b Investments—corporate stock (attach schedule)....... 9,384,158 Click to see attachment8,598,609 13,574,514
c Investments—corporate bonds (attach schedule)....... 273,812 Click to see attachment214,332 226,864
11 Investments—land, buildings, and equipment: basis bullet980,568
Less: accumulated depreciation (attach schedule) bullet151,466 837,181 Click to see attachment829,102 1,100,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet330,258
Less: accumulated depreciation (attach schedule) bullet47,670 285,694 Click to see attachment282,588 303,616
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,313,311 20,314,383 25,952,914
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) Click to see attachment1,553 Click to see attachment1,559
23 Total liabilities (add lines 17 through 22)......... 1,553 1,559
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........ 182,801 182,801
27 Paid-in or capital surplus, or land, bldg., and equipment fund 394,140 394,140
28 Retained earnings, accumulated income, endowment, or other funds 19,734,817 19,735,883
29 Total net assets or fund balances (see instructions)..... 20,311,758 20,312,824
30 Total liabilities and net assets/fund balances (see instructions). 20,313,311 20,314,383
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
20,311,758
2
Enter amount from Part I, line 27a .....................
2
1,066
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,312,824
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
20,312,824
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 LITIGATION SETTLEMENT PROCEEDS P    
c CAPITAL GAINS DIVIDENDS P    
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 13,453,501   12,091,275 1,362,226
b 2,719     2,719
c 5,011     5,011
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       1,362,226
b       2,719
c       5,011
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 1,369,956
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 19,097
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 19,097
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 19,097
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,000
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 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 146
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,243
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.KINSMANFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (503) 654-1668

    Located atbullet3727 SE SPAULDING AVEMILWAUKIEOR ZIP+4bullet97267
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KEITH KINSMAN CEO EMERITUS
    20.00     		42,630 10,658 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    SARA BAILEY CEO
    35.00     		88,520 22,130 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    PAMELA REYNOLDS CFO
    15.00     		76,042 19,011 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    JACK SCHWAB SECRETARY
    2.00     		0 0 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    SHELLEY BAILEY DIRECTOR
    2.00     		0 0 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    PAIGE KINSMAN DIRECTOR
    2.00     		0 0 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    CAREY RAUSCH DIRECTOR
    2.00     		0 0 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    JENNIFER WINTER DIRECTOR
    2.00     		0 0 0
    3727 SE SPAULDING AVENUE
    MILWAUKIE,OR97267
    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
    ELAINE WOOD ACCOUNTANT
    30.00     		89,060 22,265 0
    3727 SE SPAULDING AVE
    MILWAUKIE,OR97267
    KERRY WOODKE GRANTS ASSOCIATE
    38.00     		60,032 15,008 0
    3727 SE SPAULDING AVE
    MILWAUKIE,OR97267
    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
    FERGUSON WELLMAN CAPITAL MANAGEMENT INVESTMENT MANAGEMENT FEES 59,472
    888 SW FIFTH AVE SUITE 1200
    PORTLAND,OR97204
    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
    13,066,119
    b
    Average of monthly cash balances.......................
    1b
    10,589,605
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,404,430
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,060,154
    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
    25,060,154
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    375,902
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,684,252
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,234,213
    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
    1,234,213
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,097
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,097
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,215,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,215,116
    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
    1,215,116
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,357,099
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,357,099
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,357,099
    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 1,215,116
    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...... 134,720
    b From 2016...... 167,769
    c From 2017...... 108,157
    d From 2018...... 77,486
    e From 2019...... 116,771
    fTotal of lines 3a through e........ 604,903
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,357,099
    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..... 1,215,116
    e Remaining amount distributed out of corpus 141,983
    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 5 746,886
    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) ...     		134,720
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		612,166
    10 Analysis of line 9:
    a Excess from 2016.... 167,769
    b Excess from 2017.... 108,157
    c Excess from 2018.... 77,486
    d Excess from 2019.... 116,771
    e Excess from 2020.... 141,983
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARA BAILEY
    3727 SE SPAULDING AVE
    PORTLAND,OR97267
    (503) 654-1668
    bThe form in which applications should be submitted and information and materials they should include:
    TO APPLY FOR A 2021 GRANT OR A 2022 ARTS, CULTURE AND THE HUMANITIES GRANT PLEASE VISIT OUR WEBSITE, WWW.KINSMANFOUNDATION.ORG, AND NAVIGATE TO THE PAGE NAMED APPLICATION GUIDELINES; CONTACT OUR OFFICE BY PHONE OR MAIL; OR EMAIL GRANTS@KINSMANFOUNDATION.ORG TO HAVE A DETAILED DESCRIPTION OF OUR GRANTMAKING PROCESS AND POLICIES. WE STRONGLY PREFER INITIAL LETTERS OF INQUIRY SUBMITTED THROUGH THE GRANT APPLICATION SOFTWARE ON OUR WEBSITE, BUT THEY MAY BE SUBMITTED BY MAIL, EMAIL, OR FAX.
    cAny submission deadlines:
    SEE WEBSITE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ELIGIBILITY GRANTS ARE AWARDED FOR THESE PURPOSES: HISTORIC PRESERVATION, PRIMARILY ARCHITECTURAL PRESERVATION NATIVE WILDLIFE REHABILITATION AND APPRECIATION, PARTICULARLY REHABILITATION PROGRAMS PROVIDING URGENT CARE FOR NATIVE WILDLIFE; AND APPRECIATION PROGRAMS THAT PROMOTE INDIVIDUALS' STEWARDSHIP, UNDERSTANDING AND ENJOYMENT OF NATIVE WILDLIFE. ARTS, CULTURE AND THE HUMANITIES; EMPHASIZING THEATER, PHOTOGRAPHY AND LITERARY ARTS. AN IMPORTANT ELEMENT OF ALL GRANTS IS A BENEFIT TO THE PUBLIC AT LARGE, RATHER THAN TO SPECIALIZED POPULATIONS OR GROUPS. GRANTS ARE AWARDED ONLY TO TAX-EXEMPT NON-PROFIT 501(C)(3) ORGANIZATIONS AND GOVERNMENT AGENCIES. THE GEOGRAPHICAL AREA FOR OUR GRANTS IS OREGON AND SOUTHERN WASHINGTON.
    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
    ALBERTA ABBEY FOUNDATION
    126 NE ALBERTA STREET
    PORTLAND,OR97211     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    ALEX ROVELLO MEMORIAL FOUNDATION
    4207 SE WOODSTOCK BLVD
    PORTLAND,OR97206     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 6,000
    AMERICAN WILDLIFE FOUNDATION
    PO BOX 1246
    MOLALLA,OR97038     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 15,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON ST
    PORTLAND,OR97205     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 17,500
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,000
    BADGER RUN WILDLIFE REHAB
    15993 HOMESTEAD LANE
    KLAMATH FALLS,OR97601     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 10,000
    BAG & BAGGAGE PRODUCTIONS
    350 E MAIN STREET
    HILLSBORO,OR97123     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 7,500
    BENTON COUNTY HISTORICAL SOCIETY
    PO BOX 35
    PHILOMATH,OR97370     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    BLUE MOUNTAIN COMMUNITY FOUNDATION
    PO BOX 603
    WALLA WALLA,WA99362     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    BLUE MOUNTAIN WILDLIFE
    71046 APPALOOSA LANE
    PENDLETON,OR97801     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 12,000
    BROADWAY ROSE THEATRE COMPANY
    PO BOX 231004
    TIGARD,OR97281     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 20,000
    BUMP IN THE ROAD THEATRE
    3519 NE 15TH AVE ST 258
    PORTLAND,OR97212     		N/A PUBLIC CHARITY ARTISTIC MEETINGS 2,500
    CASCADES RAPTOR CENTER
    PO BOX 5386
    EUGENE,OR97405     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 13,000
    CENTRAL CATHOLIC HIGH SCHOOL
    2401 SE STARK
    PORTLAND,OR97214     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    CHINTIMINI WILDLIFE CENTER
    311 NW LEWISBURG AVE
    CORVALLIS,OR97339     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 12,000
    CITY OF WESTON OREGON
    PO BOX 579
    WESTON,OR97886     		N/A GOVERNMENT HISTORIC PRESERVATION EXCLUSIVELY PUBLIC PURPOSES 17,500
    CLACKAMAS COMMUNITY COLLEGE FOUNDATION
    19600 MOLALLA AVENUE
    OREGON CITY,OR97045     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 2,500
    COHO PRODUCTIONS LTD
    2257 NW RALEIGH ST
    PORTLAND,OR97210     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 7,500
    COLUMBIA ARTS
    PO BOX 1543
    HOOD RIVER,OR97031     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    COLUMBIA GORGE ORCHESTRA ASSOCIATION
    PO BOX 1019
    HOOD RIVER,OR97031     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 5,000
    COOS COUNTY LOGGING MUSEUM
    PO BOX 325
    MYRTLE POINT,OR97458     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 4,000
    CRESWELL HERITAGE FOUNDATION
    PO BOX 1337
    CRESWELL,OR97426     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 14,500
    CUMBERLAND COMMUNITY EVENTS CENTER
    PO BOX 2495
    ALBANY,OR97321     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 10,000
    EAST WASHINGTON COUNTY SHELTER PARTNERSHIP COUNCIL INC
    11130 SW GREENBURG RD
    TIGARD,OR97223     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    FISHTRAP INC
    PO BOX 38
    ENTERPRISE,OR97828     		N/A PUBLIC CHARITY ARTISTIC MEETINGS 10,000
    FORESTS FOREVER INC
    PO BOX 1320
    OREGON CITY,OR97045     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 4,000
    FOUNDATION CENTER
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 500
    FRIENDS OF SANTIAM PASS SKI LODGE
    PO BOX 1135
    SISTERS,OR97759     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    FRIENDS OF YAMHELAS WESTSIDER TRAIL
    PO BOX 861
    CARLTON,OR97111     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    HAND2MOUTH
    3121 SOUTH MOODY SUITE 105 BOX 11
    PORTLAND,OR97239     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 12,500
    HELIX ADVANCEMENT PARTNERSHIP NETWORK
    PO BOX 374
    HELIX,OR97835     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    IMAGO THE THEATRE MASK ENSEMBLE
    PO BOX 15182
    PORTLAND,OR972935182     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 14,500
    IN A LANDSCAPE
    725 NW FLANDERS 303
    PORTLAND,OR97209     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 2,500
    INTERNATIONAL MUSEUM OF CAROUSEL ART
    PO BOX 797
    HOOD RIVER,OR97031     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 7,500
    JACKNIFE-ZION-HORSEHEAVEN HISTORICAL SOCIETY
    PO BOX 1040
    ESTACADA,OR97023     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 6,150
    JANE A THEATER COMPANY
    1385 SW DELLWOOD AVE
    PORTLAND,OR97225     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 2,500
    JEFFERSON HISTORICAL SOCIETY & MUSEUM
    PO BOX 447
    JEFFERSON,OR97352     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 15,000
    JOSEPHY CENTER FOR ARTS AND CULTURE
    PO BOX 949
    JOSEPH,OR97846     		N/A PUBLIC CHARITY ARTISTIC WORKS EXHIBITION 5,000
    KLAMATH BIRD OBSERVATORY
    PO BOX 758
    ASHLAND,OR97520     		N/A PUBLIC CHARITY WILDLIFE APPRECIATION 5,000
    LAKEWOOD THEATRE COMPANY
    368 SO STATE ST
    LAKE OSWEGO,OR97034     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 5,000
    LANE COUNTY HISTORICAL SOCIETY
    PO BOX 5407
    EUGENE,OR97405     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    LEWIS & CLARK COLLEGE
    0615 SW PALATINE HILL RD
    PORTLAND,OR972197899     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 10,000
    LIBERTY RESTORATION INC
    1203 COMMERCIAL
    ASTORIA,OR97103     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 15,000
    LITERARY ARTS INC
    925 SW WASHINGTON ST
    PORTLAND,OR97205     		N/A PUBLIC CHARITY ARTISTIC SALARIES 10,000
    MARYHILL MUSEUM OF ART
    35 MARYHILL MUSEUM DRIVE
    GOLDENDALE,WA98620     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    MAXVILLE HERITAGE INTERPRETIVE CENTER
    PO BOX 492
    ENTERPRISE,OR97828     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 20,000
    MOUNT ANGEL ABBEY
    1 ABBEY DRIVE
    SAINT BENEDICT,OR97373     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 33,325
    NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
    1420 OGDEN ST SUITE 203
    DENVER,CO80218     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 10,000
    NATIVE BIRD CARE OF SISTERS OREGON
    PO BOX 3500 PMB 409
    SISTERS,OR97759     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 3,000
    NESKOWIN COAST FOUNDATION
    56605 SITKA DR
    OTIS,OR97368     		N/A PUBLIC CHARITY ARTISTIC SALARIES 2,500
    NONPROFIT ASSOCIATION OF OREGON
    5100 S MACADAM AVE STE 360
    PORTLAND,OR97239     		N/A PUBLIC CHARITY ORGANIZATIONAL SUPPORT 15,000
    NORTHWEST CHILDREN'S THEATER AND SCHOOL INC
    1819 NW EVERETT ST
    PORTLAND,OR97209     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    ODD MAN INN WILDLIFE REFUGE
    129 PENDLETON WAY 345
    WASHOUGAL,WA98671     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 6,000
    OLD CHURCH SOCIETY INC
    1422 SW 11TH AVE
    PORTLAND,OR97201     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 20,000
    OREGON ARTS WATCH
    2146 NE 14TH AVENUE
    PORTLAND,OR97212     		N/A PUBLIC CHARITY ORGANIZATIONAL SUPPORT 5,000
    OREGON CENTER FOR THE PHOTOGRAPHIC ARTS INC
    122 NW 8TH AVE
    PORTLAND,OR97209     		N/A PUBLIC CHARITY PHOTOGRAPHIC EXHIBITION 13,000
    OREGON COAST AQUARIUM INC
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 12,000
    OREGON CONTEMPORARY THEATRE
    174 WEST BROADWAY
    EUGENE,OR97401     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 11,500
    OREGON COUNCIL FOR THE HUMANITIES
    921 SW WASHINGTON ST SUITE 150
    PORTLAND,OR97205     		N/A PUBLIC CHARITY ARTISTIC MEETINGS 18,000
    OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
    1121 SW SALMON ST STE 100
    PORTLAND,OR972052021     		N/A PUBLIC CHARITY HEALTH CARE TRAINING PROGRAM 80,000
    OREGON INSTITUTE OF SCIENCE AND MEDICINE
    PO BOX 1279
    CAVE JUNCTION,OR97523     		N/A PUBLIC CHARITY SCIENTIFIC RESEARCH 24,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM
    PORTLAND,OR97219     		N/A PUBLIC CHARITY ARTISTIC MEDIA PROGRAMMING 20,000
    OREGON SHAKESPEARE FESTIVAL ASSOCIATION
    PO BOX 158
    ASHLAND,OR97520     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 20,000
    OREGON SOCIETY OF ARTISTS
    2185 SW PARK PLACE
    PORTLAND,OR97205     		N/A PUBLIC CHARITY PHOTOGRAPHY 2,000
    OREGON WOMENS HISTORY CONSORTIUM INC
    386 STADIUM DR S
    MONMOUTH,OR97361     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 2,000
    ORIGINAL PRACTICE SHAKESPEARE FESTIVAL
    3945 SE MADISON
    PORTLAND,OR97214     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 2,500
    POETRY NORTHWEST
    2000 TOWER STREET
    EVERETT,WA98201     		N/A PUBLIC CHARITY LITERARY PUBLICATION 5,000
    POLK COUNTY HISTORICAL SOCIETY
    PO BOX 67
    MONMOUTH,OR97371     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    PORT OF BANDON
    390 SW FIRST STREET SW
    BANDON,OR97411     		N/A GOVERNMENT HISTORIC PRESERVATION EXCLUSIVELY PUBLIC PURPOSES 25,000
    PORTLAND ACTORS CONSERVATORY
    3121 SW MOODY AVENUE SUITE 200
    PORTLAND,OR97239     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 7,500
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR972052430     		N/A PUBLIC CHARITY ARTISTIC WORKS EXHIBITION 10,000
    PORTLAND AUDUBON SOCIETY
    5151 NW CORNELL RD
    PORTLAND,OR97210     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 5,000
    PORTLAND AUDUBON SOCIETY
    5151 NW CORNELL RD
    PORTLAND,OR97210     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 20,000
    PORTLAND CENTER STAGE
    128 NW ELEVENTH AVE
    PORTLAND,OR97209     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 20,000
    PORTLAND EXPERIMENTAL THEATRE ENSEMBLE
    4241 NE 70TH AVENUE
    PORTLAND,OR97218     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 5,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    15 NE HANCOCK STREET
    PORTLAND,OR97212     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 15,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 10,000
    PORTLAND REVELS
    3121 S MOODY AVE 200
    PORTLAND,OR97239     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 12,000
    PROFILE THEATRE PROJECT
    PO BOX 14845
    PORTLAND,OR97293     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 16,000
    RESTORE OREGON INC
    1130 SW MORRISON ST
    PORTLAND,OR97205     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 40,500
    RISK-REWARD
    PO BOX 14128
    PORTLAND,OR97293     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 5,000
    ROWENA WILDLIFE CLINIC
    6900 HWY 30
    THE DALLES,OR97058     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 15,000
    SANTIAM HERITAGE FOUNDATION
    PO BOX 161
    STAYTON,OR97383     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 2,400
    SOWELU THEATER
    5706 NE SIMPSON ST
    PORTLAND,OR97218     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 7,500
    ST JOHN THE BAPTIST CATHOLIC SCHOOL
    10956 SE 25TH AVENUE 200
    MILWAUKIE,OR97222     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 2,500
    STAGES OF LIFE
    3344 SE HAROLD CT
    PORTLAND,OR97202     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 5,000
    STUMPTOWN STAGES
    PO BOX 82
    LAKE OSWEGO,OR97034     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 12,500
    THE WILLAMETTE HERITAGE CENTER
    1313 MILL STREET SE SUITE 200
    SALEM,OR97301     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    THINK WILD
    62410 ERICKSON ROAD
    BEND,OR97701     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    THIRD RAIL REPERTORY THEATRE
    PO BOX 96063
    PORTLAND,OR97296     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 15,500
    TRIANGLE PRODUCTIONS
    1785 NE SANDY BLVD MB 2
    PORTLAND,OR97232     		N/A PUBLIC CHARITY ARTISTIC PERFORMANCES 12,500
    TURTLE RIDGE WILDLIFE CENTER
    PO BOX 768
    SALEM,OR973080768     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 33,000
    UMATILLA COUNTY HISTORICAL SOCIETY
    PO BOX 253
    PENDLETON,OR97801     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 4,000
    UNITED WAY OF JACKSON COUNTY
    60 HAWTHORNE ST
    MEDFORD,OR97504     		N/A PUBLIC CHARITY EXEMPT ORGANIZATIONS MEETING 1,500
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    VINTAGE HIGH SCHOOL MUSIC BOOSTERS
    PO BOX 3281
    NAPA,CA94558     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    WESTERN SEMINARY
    5511 SE HAWTHORNE BLVD
    PORTLAND,OR97215     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 5,000
    WHITMAN COUNTY HISTORICAL SOCIETY
    PO BOX 67
    COLFAX,WA99111     		N/A PUBLIC CHARITY GENERAL OPERATING SUPPORT 15,000
    WILDLIFE CENTER OF THE NORTH COAST
    89686 HIGHWAY 202
    ASTORIA,OR97103     		N/A PUBLIC CHARITY WILDLIFE REHABILITATION 20,000
    WILLAMALANE PARK AND RECREATION DISTRICT
    250 S 32ND ST
    SPRINGFIELD,OR97478     		N/A GOVERNMENT HISTORIC PRESERVATION EXCLUSIVELY PUBLIC PURPOSES 5,000
    WILLAMETTE COMMUNITY AND GRANGE HALL HISTORIC BUILDING FOUNDATION
    PO BOX 1923
    CORVALLIS,OR97339     		N/A PUBLIC CHARITY HISTORIC PRESERVATION 20,000
    WILLAMETTE VALLEY DEVELOPMENT OFFICERS
    1220 SE MORRISON AVE 425
    PORTLAND,OR97205     		N/A PUBLIC CHARITY EXEMPT ORGANIZATIONS MEETING 1,500
    Total .................................bullet 3a 1,164,875
    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 ...........     		    14 198,576  
    4 Dividends and interest from securities....     14 322,787  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -7,222  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 1,369,956  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,884,097 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,884,097
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,600 4,200   1,400

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2001-04-21 1,815 1,815 SL 7.000000000000 0 0    
    PRESSURE WASHER 2012-04-13 730 730 SL 7.000000000000 0 0    
    BUILDING SPAULDING 2001-04-21 71,230 34,164 SL 39.000000000000 1,826 0    
    ARCHITECTS - SPAULDING 2004-04-23 3,051 1,219 SL 39.000000000000 78 0    
    PAVING - SPAULDING 2004-11-05 1,430 1,430 SL 15.000000000000 0 0    
    LAND - SPAULDING 2001-04-21 51,310   L   0 0    
    HOUSE & COTTAGE (REM) 2001-11-20 175,169   NC 0 % 0 0    
    HOUSE WELL PUMP (REM) 2001-11-20 1,933   NC 0 % 0 0    
    HOUSE ALARM (REM) 2002-01-07 1,600   NC 0 % 0 0    
    HOUSE DECKS (REM) 2002-03-05 2,218   NC 0 % 0 0    
    HOUSE SPRINKLER (REM) 2002-04-08 6,618   NC 0 % 0 0    
    HOUSE MOONGATE (REM) 2002-04-15 1,052   NC 0 % 0 0    
    HOUSE ARCH GATE (REM) 2002-05-28 645   NC 0 % 0 0    
    HOUSE LIGHTING (REM) 2002-08-13 2,058   NC 0 % 0 0    
    COTTAGE WATERLINE (REM) 2002-12-03 1,364   NC 0 % 0 0    
    COTTAGE (LIFE) 2001-12-20 24,943   NC 0 % 0 0    
    MCNARY HOUSE (LIFE) 2001-12-20 249,431   NC 0 % 0 0    
    IMPROVEMENTS MCNARY (LIFE) 2002-06-10 19,852   NC 0 % 0 0    
    ELECTRIC PANEL UPGRADES 2005-10-07 10,793   NC 0 % 0 0    
    NEW ROOF MCNARY 2007-05-02 41,630   NC 0 % 0 0    
    GATE MOTOR 2007-08-31 3,036   NC 0 % 0 0    
    POND 2008-08-08 6,135   NC 0 % 0 0    
    LAND-HOUSE (REMAINDER) 2001-11-20 61,667   NC 0 % 0 0    
    LAND-HOUSE (LIFE) 2001-12-20 96,592   NC 0 % 0 0    
    PHONE SYSTEM 2015-02-12 3,443 2,214 SL 7.000000000000 492 0    
    DELL COMPUTER - SERVER 2015-02-26 698 630 SL 5.000000000000 68 0    
    DELL COMPUTER - GRANTS 2015-02-26 862 774 SL 5.000000000000 88 0    
    TREEHOUSE (REMAINDER) 2001-12-20 60,513 39,694 SL 27.500000000000 2,200 2,200    
    STRUCTURAL IMP T/H (REM) 2001-12-20 11,560 7,578 SL 27.500000000000 420 420    
    NEW ROOF TREEHOUSE (REM) 2001-12-20 1,429 938 SL 27.500000000000 52 52    
    SPRINKLER IMP T/H (REM) 2002-02-10 1,493 966 SL 27.500000000000 54 54    
    STRUCTURAL IMP T/H (REM) 2002-03-05 13,086 8,469 SL 27.500000000000 476 476    
    LIGHTING T/H (REM) 2002-08-13 535 330 SL 27.500000000000 19 19    
    TREEHOUSE (LIFE) 2001-12-20 94,784 62,180 SL 27.500000000000 3,447 3,447    
    STRUCTURAL IMP T/H (LIFE) 2001-12-20 13,379 8,776 SL 27.500000000000 487 487    
    NEW ROOF TREEHOUSE (LIFE) 2001-12-20 2,239 1,461 SL 27.500000000000 81 81    
    IMPROVEMENTS T/H (LIFE) 2002-06-10 19,984 12,753 SL 27.500000000000 727 727    
    LAND TREEHOUSE (REM) 2001-12-20 21,140   L   0 0    
    LAND TREEHOUSE (LIFE) 2001-12-20 33,112   L   0 0    
    DELL COMPUTER - FINANCE 2016-12-23 769 481 SL 5.000000000000 154 0    
    DELL COMPUTER - CEO 2016-12-23 580 363 SL 5.000000000000 116 0    
    FENCING - SPAULDING 2016-03-21 2,111 529 SL 15.000000000000 141 0    
    MCNARY PERSONAL PROPERTY 2016-12-31 191,514   NC 0 % 0 0    
    STOVE 2017-11-27 578 242 SL 5.000000000000 116 116    
    KEITH'S COMPUTER 2018-02-22 715 215 SL 5.000000000000 143 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED CORPORATE BONDS 214,332 226,864

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED CORPORATE STOCK 8,598,609 13,574,514

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    US Government Securities - End of Year Book Value:

    86,857
    US Government Securities - End of Year Fair Market Value:

    96,904
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsLandSchedule2
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    HOUSE & COTTAGE (REM) 175,169 0 175,169  
    HOUSE WELL PUMP (REM) 1,933 0 1,933  
    HOUSE ALARM (REM) 1,600 0 1,600  
    HOUSE DECKS (REM) 2,218 0 2,218  
    HOUSE SPRINKLER (REM) 6,618 0 6,618  
    HOUSE MOONGATE (REM) 1,052 0 1,052  
    HOUSE ARCH GATE (REM) 645 0 645  
    HOUSE LIGHTING (REM) 2,058 0 2,058  
    COTTAGE WATERLINE (REM) 1,364 0 1,364  
    COTTAGE (LIFE) 24,943 0 24,943  
    MCNARY HOUSE (LIFE) 249,431 0 249,431  
    IMPROVEMENTS MCNARY (LIFE) 19,852 0 19,852  
    ELECTRIC PANEL UPGRADES 10,793 0 10,793  
    NEW ROOF MCNARY 41,630 0 41,630  
    GATE MOTOR 3,036 0 3,036  
    POND 6,135 0 6,135  
    LAND-HOUSE (REMAINDER) 61,667 0 61,667  
    LAND-HOUSE (LIFE) 96,592 0 96,592  
    TREEHOUSE (REMAINDER) 60,513 41,894 18,619  
    STRUCTURAL IMP T/H (REM) 11,560 7,998 3,562  
    NEW ROOF TREEHOUSE (REM) 1,429 990 439  
    SPRINKLER IMP T/H (REM) 1,493 1,020 473  
    STRUCTURAL IMP T/H (REM) 13,086 8,945 4,141  
    LIGHTING T/H (REM) 535 349 186  
    TREEHOUSE (LIFE) 94,784 65,627 29,157  
    STRUCTURAL IMP T/H (LIFE) 13,379 9,263 4,116  
    NEW ROOF TREEHOUSE (LIFE) 2,239 1,542 697  
    IMPROVEMENTS T/H (LIFE) 19,984 13,480 6,504  
    LAND TREEHOUSE (REM) 21,140 0 21,140  
    LAND TREEHOUSE (LIFE) 33,112 0 33,112  
    STOVE 578 358 220  

    TY 2020 LandEtcSchedule2
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 1,815 1,815 0  
    PRESSURE WASHER 730 730 0  
    BUILDING SPAULDING 71,230 35,990 35,240  
    ARCHITECTS - SPAULDING 3,051 1,297 1,754  
    PAVING - SPAULDING 1,430 1,430 0  
    LAND - SPAULDING 51,310 0 51,310  
    PHONE SYSTEM 3,443 2,706 737  
    DELL COMPUTER - SERVER 698 698 0  
    DELL COMPUTER - GRANTS 862 862 0  
    DELL COMPUTER - FINANCE 769 635 134  
    DELL COMPUTER - CEO 580 479 101  
    FENCING - SPAULDING 2,111 670 1,441  
    MCNARY PERSONAL PROPERTY 191,514 0 191,514  
    KEITH'S COMPUTER 715 358 357  


    TY 2020 LegalFeesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,360 1,360   0


    TY 2020 OtherExpensesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 1,458 1,458   0
    DUES AND MEMBERSHIPS 765 383   382
    OFFICE EXPENSE 4,736 2,368   2,368
    WEBSITE MAINTENANCE 150 8   142
    GRANT MANAGEMENT EXPENSE (SOFTWARE) 6,800 0   6,800
    TREEHOUSE INSURANCE 1,148 1,148   0
    TREEHOUSE MAINTENANCE 2,414 2,414   0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 1,553 1,559


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HISTORIC RESEARCH FEES 6,000 6,000   0
    INVESTMENT MANAGEMENT FEES 79,874 79,874   0


    TY 2020 TaxesSchedule
    Name:
    THE KINSMAN FOUNDATION
    EIN:
    93-0861885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 4,771 4,771   0
    TAXES - FEDERAL 14,202 0   0
    TAXES - STATE 2,400 0   2,400
    PROPERTY TAX EXPENSE - MCNARY 16,126 16,126   0
    TREEHOUSE PROPERTY TAX 6,981 6,981   0