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
JAMES F & MARION L MILLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1905 SE 10TH AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97214
A Employer identification number

03-0373895
B Telephone number (see instructions)

(503) 546-3191
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$207,787,502
J 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 16,292 16,292  
4 Dividends and interest from securities... 3,611,080 3,611,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,679,482
b Gross sales price for all assets on line 6a 46,508,103
7 Capital gain net income (from Part IV, line 2)... 2,679,482
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)....... -5,067 7,936  
12 Total. Add lines 1 through 11........ 6,301,787 6,314,790  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 704,078 155,701   548,377
14 Other employee salaries and wages...... 308,107 15,405   292,702
15 Pension plans, employee benefits....... 111,227 5,561   105,666
16a Legal fees (attach schedule)......... 11,951 11,951   0
b Accounting fees (attach schedule)....... 22,100 11,050   11,050
c Other professional fees (attach schedule).... 906,340 906,340   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 71,108 108   0
19 Depreciation (attach schedule) and depletion... 5,008 0  
20 Occupancy.............. 160,695 8,035   152,660
21 Travel, conferences, and meetings....... 5,777 0   5,777
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 105,571 2,453   103,118
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,411,962 1,116,604   1,219,350
25 Contributions, gifts, grants paid....... 13,654,521 13,654,521
26 Total expenses and disbursements. Add lines 24 and 25 16,066,483 1,116,604   14,873,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,764,696
b Net investment income (if negative, enter -0-) 5,198,186
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.............      
2 Savings and temporary cash investments......... 7,952,864 22,872,628 22,872,628
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 15,374 14,576 14,576
10a Investments—U.S. and state government obligations (attach schedule) 17,927,356 0 0
b Investments—corporate stock (attach schedule)....... 122,048,895 Click to see attachment112,180,848 164,878,615
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,918,903 Click to see attachment14,035,652 20,013,695
14 Land, buildings, and equipment: basis bullet55,942
Less: accumulated depreciation (attach schedule) bullet47,954 12,996 7,988 7,988
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 158,876,388 149,111,692 207,787,502
Liabilities 17 Accounts payable and accrued expenses.......... 5,329 5,329
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)......... 5,329 5,329
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 158,871,059 149,106,363
30 Total liabilities and net assets/fund balances (see instructions). 158,876,388 149,111,692
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
158,871,059
2
Enter amount from Part I, line 27a .....................
2
-9,764,696
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
149,106,363
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
149,106,363
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   2020-01-01 2020-12-31
b PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
c CAPITAL GAIN DISTRIBUTIONS   2019-01-01 2020-12-31
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 7,818,012   9,320,733 -1,502,721
b 38,680,730   34,507,888 4,172,842
c 9,361     9,361
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       -1,502,721
b       4,172,842
c       9,361
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 2,679,482
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 72,255
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 72,255
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 72,255
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 75,813
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 75,813
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 61
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,497
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,497 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MILLERFOUND.ORG
    14
    The books are in care ofbulletSUBASHINI GANESAN Telephone no.bullet (503) 546-3191

    Located atbullet1905 SE 10TH AVEPORTLANDOR ZIP+4bullet97214
    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
    CHARLES H PUTNEYClick to see attachment PRESIDENT
    5.00
    0 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    ALICE MCCARTOR DIRECTOR
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    CHARLES ROOKS DIRECTOR
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    WILLIAM SWINDELLS DIRECTOR
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    PETER KOEHLER DIRECTOR
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    KALI LADD DIRECTOR
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    SUBASHINI GANESAN SECRTARY
    5.00
    30,000 0 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    MARTHA RICHARDS EXECUTIVE DIRECTOR
    40.00
    237,811 32,589 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    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
    PATRICIA M REYNOLDS DIRECTOR OF PROGRAMS
    40.00
    121,493 20,465 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    JENNIFER ALLEN PROGRAM OFFICER
    40.00
    93,805 18,206 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    LEILANI VALERA FISCAL MANAGER
    40.00
    81,500 8,150 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    LACEY SORTMAN GRANT MANAGER
    40.00
    66,788 9,588 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    ALMA LLAMAS ACCOUNTING & OPERATI
    40.00
    57,916 11,277 0
    1905 SE 10TH AVE
    PORTLAND,OR97214
    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
    CHARLES H PUTNEY INVESTMENT MANAGEMENT 126,839
    805 SW BROADWAY SUITE 1800
    PORTLAND,OR97205
    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
    169,252,014
    b
    Average of monthly cash balances.......................
    1b
    20,511,135
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    189,763,149
    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
    189,763,149
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,846,447
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    186,916,702
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,345,835
    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
    9,345,835
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    72,255
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    72,255
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,273,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,273,580
    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
    9,273,580
    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
    14,873,871
    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
    14,873,871
    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
    14,873,871
    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 9,273,580
    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...... 2,589,534
    b From 2016...... 2,171,185
    c From 2017...... 3,696,342
    d From 2018...... 3,527,058
    e From 2019...... 293,577
    fTotal of lines 3a through e........ 12,277,696
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 14,873,871
    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..... 9,273,580
    e Remaining amount distributed out of corpus 5,600,291
    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 17,877,987
    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) ...
    2,589,534
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    15,288,453
    10 Analysis of line 9:
    a Excess from 2016.... 2,171,185
    b Excess from 2017.... 3,696,342
    c Excess from 2018.... 3,527,058
    d Excess from 2019.... 293,577
    e Excess from 2020.... 5,600,291
    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:
    MARTHA RICHARDS EXECUTIVE DIRECTOR
    1905 SE 10TH AVE
    PORTLAND,OR97214
    (503) 546-3191
    INFO@MILLERFOUND.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY
    cAny submission deadlines:
    APPLICATION DEADLINES ARE POSTED PERIODICALLY AT WWW.MILLERFOUND.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MILLER FOUNDATION MAKES RESPONSIVE GRANTS TO REQUESTS FROM ORGANIZATIONS BASED IN OREGON WHOSE PRIMARY FOCUS IS IN THE ARTS OR EDUCATION. FOR MORE INFORMATION, PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY
    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
    ADELANTE MUJERES
    2030 MAIN ST STE A
    FOREST GROVE,OR97116
    N/A PC CHICAS YOUTH DEVELOPMENT: ACADEMIC SUPPORT FOR LATINX GIRLS IN WASHINGTON COUNTY 50,000
    ALL HANDS RAISED
    2069 NE HOYT STREET
    PORTLAND,OR97232
    N/A PC IMPROVING EDUCATION OUTCOMES, ECONOMIC AND SOCIAL MOBILITY FOR MULTNOMAH COUNTY CHILDREN AND YOUTH 50,000
    ALL HANDS RAISED
    2069 NE HOYT STREET
    PORTLAND,OR97232
    N/A PC IMPROVING EDUCATION OUTCOMES, ECONOMIC AND SOCIAL MOBILITY FOR MULTNOMAH COUNTY CHILDREN AND YOUTH 25,000
    APANO COMMUNITIES UNITED FUND
    8188 SE DIVISION ST
    PORTLAND,OR97206
    N/A PC EAST PORTLAND ARTS & LITERARY FESTIVAL (EPALF) 20202021 25,000
    ARMADILLO TECHNICAL INSTITUTE
    106 N ROSE ST
    PHOENIX,OR97535
    N/A PC COVID19 SCHOOL REOPENING 10,000
    ARTICHOKE COMMUNITY MUSIC
    2007 SE POWELL BLVD
    PORTLAND,OR97202
    N/A PC CAPACITY BUILDING CAMPAIGN: SUSTAINLING ARTICHOKE'S NEXT FIFTY YEARS 5,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON ST
    PORTLAND,OR97205
    N/A PC ART ON TOUR 100,000
    ARTS CENTER - LINN-BENTON COUNCIL FOR THE ARTS
    700 SW MADISON AVE
    CORVALLIS,OR97333
    N/A PC INCLUSIVE COMMUNITY EXHIBITIONS PROGRAM PROJECT 30,000
    ASHLAND NEW PLAYS FESTIVAL
    PO BOX 3314
    ASHLAND,OR97520
    N/A PC ASHLAND NEW PLAYS CAPACITY BUILDING 5,000
    AVID
    9797 AERO DRIVE SUITE 100
    SAN DIEGO,CA92123
    N/A PC AVID RENEWAL 378,446
    BAG AND BAGGAGE PRODUCTIONS
    350 E MAIN ST
    HILLSBORO,OR97123
    N/A PC OSI COVID19 SUPPORT BAG AND BAGGAGE PRODUCTIONS 35,000
    BAG AND BAGGAGE PRODUCTIONS
    350 E MAIN ST
    HILLSBORO,OR97123
    N/A PC OSI RENEWAL 35,000
    BALLET FOLKLORICO RITMO ALEGRE
    PO BOX 8225
    MEDFORD,OR97501
    N/A PC MANAGING DIRECTOR SALARY SUPPORT 7,500
    BAY CITY ARTS CENTER
    PO BOX 3124
    BAY CITY,OR97107
    N/A PC YOUTH ARTS EDUCATION INTEGRATION PROJECT 7,500
    BENDFILM
    1000 NW WALL ST SUITE 240
    BEND,OR97701
    N/A PC THE BENDFILM COMMUNITY FILM SCHOOL PROGRAM (CFSP) 10,000
    BRITT MUSIC & ARTS FESTIVAL
    PO BOX 1124
    MEDFORD,OR97501
    N/A PC BRITT FESTIVAL 30,000
    BRITT MUSIC & ARTS FESTIVAL
    PO BOX 1124
    MEDFORD,OR97501
    N/A PC OSI RENEWAL 90,000
    BRITT MUSIC & ARTS FESTIVAL
    PO BOX 1124
    MEDFORD,OR97501
    N/A PC OSI COVID19 SUPPORT BRITT MUSIC & ARTS FESTIVAL 90,000
    BROADWAY ROSE THEATRE
    PO BOX 231004
    TIGARD,OR97281
    N/A PC OSI RENEWAL 20202023 70,000
    BROADWAY ROSE THEATRE
    PO BOX 231004
    TIGARD,OR97281
    N/A PC OSI COVID19 SUPPORT BROADWAY ROSE THEATRE 70,000
    BURNS PAIUTE TRIBE
    100 PASIGO STREET
    BURNS,OR97720
    N/A PC COVID19 SUPPORT BURNS PAIUTE 25,000
    CALDERA
    224 NW 13TH AVE STE 304
    PORTLAND,OR97209
    N/A PC CALDERA YOUTH MENTORING PROGRAM 20,000
    CAPACES LEADERSHIP INSTITUTE
    356 YOUNG ST
    WOODBURN,OR97071
    N/A PC COVID-19 SUPPORT - CAPACES 20,000
    CAPACES LEADERSHIP INSTITUTE
    356 YOUNG ST
    WOODBURN,OR97071
    N/A PC TURNO YOUTH PROGRAM 20,000
    CAPPELLA ROMANA
    620 SW MAIN ST 714
    PORTLAND,OR97205
    N/A PC OSI RENEWAL 30,000
    CAUSA
    700 MARION ST NE
    SALEM,OR97301
    N/A PC WILDFIRE AID 2020 25,000
    CHAMBER MUSIC AMICI
    174 E 16TH AVE
    EUGENE,OR97401
    N/A PC STAFF SUCCESSION PLANNING: CAPTURING AMICIS INSTITUTIONAL MEMORY 7,500
    CHAMBER MUSIC NORTHWEST
    2300 SW 1ST AVE 103
    PORTLAND,OR97201
    N/A PC OSI RENEWAL 75,000
    CHAMBER MUSIC NORTHWEST
    2300 SW 1ST AVE 103
    PORTLAND,OR97201
    N/A PC OSI COVID19 SUPPORT CHAMBER MUSIC NORTHWEST 75,000
    CHEHALEM CULTURAL CENTER
    415 E SHERIDAN ST
    NEWBERG,OR97132
    N/A PC PERFORMANCE PROGRAM EXPANSION 15,000
    CHILDREN'S INSTITUTE
    1411 SW MORRISON ST SUITE 205
    PORTLAND,OR97205
    N/A PC EARLY SCHOOL SUCCESS INITIATIVE 750,000
    CHILDREN'S INSTITUTE
    1411 SW MORRISON ST SUITE 205
    PORTLAND,OR97205
    N/A PC EARLY SCHOOL SUCCESS INITIATIVE 750,000
    CLACKAMAS FIRE AND EMERGENCY MEDICAL FOUNDATION
    11300 SE FULLER RD
    MILWAUKIE,OR97222
    N/A PC WILDFIRE AID 2020 25,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST 102
    PORTLAND,OR97205
    N/A PC OREGON CIVICS REACH PROJECT 30,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST 102
    PORTLAND,OR97205
    N/A PC SUSTAINING LOCAL STAFF PRESENCE THROUGH COVID19 30,000
    COHO PRODUCTIONS
    2257 NW RALEIGH ST
    PORTLAND,OR97210
    N/A PC OSI RENEWAL 20,000
    COLLABORATIVE THEATRE PROJECT INC
    555 MEDFORD CENTER
    MEDFORD,OR97504
    N/A PC CTP'S ACT OUT CHILDREN'S BILINGUAL PROGRAM 9,700
    COLLEGE POSSIBLE
    532 SE GRAND AVE
    PORTLAND,OR97214
    N/A PC COLLEGE POSSIBLE PROGRAMMING AND MAJOR GIFTS CHALLENGE 25,000
    COLLEGE POSSIBLE
    532 SE GRAND AVE
    PORTLAND,OR97214
    N/A PC COVID19 SUPPORT 75,000
    COLLEGE POSSIBLE
    532 SE GRAND AVE
    PORTLAND,OR97214
    N/A PC COLLEGE POSSIBLE PROGRAMMING AND MAJOR GIFTS CHALLENGE 25,000
    COLLEGE POSSIBLE
    532 SE GRAND AVE
    PORTLAND,OR97214
    N/A PC COLLEGE POSSIBLE PROGRAMMING AND MAJOR GIFTS CHALLENGE 50,000
    CONFEDERATED TRIBES OF WARM SPRINGS
    1233 VETERANS ST
    WARM SPRINGS,OR97761
    N/A PC RELIEF FUNDS WILDFIRE, COVID, ETC. 40,000
    CONSTRUCT FOUNDATION
    329 NE COUCH ST
    PORTLAND,OR97232
    N/A PC READYING TO SCALE SUPPORTING CONSTRUCT'S TRANSITION TO BROADER IMPACT 30,000
    CORNUCOPIA ARTS COUNCIL
    PO BOX 921
    HALFWAY,OR97834
    N/A PC "SCENES FROM THE OREGON TRAIL, PART V: OREGON AT LAST" 3,500
    CORRIB THEATRE
    3736 SE SALMON ST
    PORTLAND,OR97214
    N/A PC OUTREACH AND DEVELOPMENT COORDINATOR 5,000
    CRATERIAN PERFORMANCES
    23 S CENTRAL AVE
    MEDFORD,OR97504
    N/A PC OSI COVID19 SUPPORT CRATERIAN PERFORMANCES 40,000
    CRATERIAN PERFORMANCES
    23 S CENTRAL AVE
    MEDFORD,OR97504
    N/A PC OSI RENEWAL 40,000
    CREATIVE MUSIC GUILD
    12946 SE RAMONA ST
    PORTLAND,OR97236
    N/A PC CMG EXTRADITION SERIES 2020 CONCERT PROGRAMMING 2,500
    CROW'S SHADOW INSTITUTE OF THE ARTS
    48004 ST ANDREWS RD
    PENDLETON,OR97801
    N/A PC CROW'S SHADOW INCREASED CAPACITY 20,000
    DANCE WIRE
    3121 S MOODY AVE
    PORTLAND,OR97239
    N/A PC DANCE WIRE STRATEGIC PLAN IMPLEMENTATION 7,500
    DANCEABILITY INTERNATIONAL
    576 OLIVE STREET SUITE 208
    EUGENE,OR97401
    N/A PC FUNDS FOR "SHALL WE DANCE?" TICKET SUBSIDIES 12,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK AVE
    PORTLAND,OR97217
    N/A PC TRANSFORMING LIVES. BUILDING DREAMS 75,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK AVE
    PORTLAND,OR97217
    N/A PC COVID19 SUPPORT DE LA SALLE NORTH CATHOLIC HIGH SCHOOL 75,000
    DESIGN WEEK PORTLAND
    2008 NE 42ND AVE
    PORTLAND,OR97213
    N/A PC DESIGN WEEK PORTLAND CAPACITY GRANT 25,000
    DISABILITY ART AND CULTURE PROJECT
    3534 SE MAIN ST STE 2
    PORTLAND,OR97214
    N/A PC DACP CAPACITY GRANT 10,000
    DISJECTA
    8371 N INTERSTATE AVE
    PORTLAND,OR97217
    N/A PC INCREASED EXHIBITIONS 25,000
    DISORIENT FILM FESTIVAL OF OREGON
    1430 WILLAMETTE ST 30
    EUGENE,OR97401
    N/A PC DISORIENT FILM FESTIVAL OF OREGON 3,500
    DREXEL H FOUNDATION
    301 A ST E
    VALE,OR97918
    N/A PC MULTIDISCIPLINARY ART & CULTURAL PROGRAMS FOR YOUTH AND FAMILY FOR UNDERSERVED RURAL OREGON 5,000
    EASTERN OREGON REGIONAL THEATRE INC
    2101 MAIN ST 113
    BAKER CITY,OR97814
    N/A PC 2020 MUSICAL HONKY TONK ANGELS 4,475
    EUGENE BALLET COMPANY
    174 E 16TH AVE
    EUGENE,OR97401
    N/A PC OSI RENEWAL 65,000
    EUGENE BALLET COMPANY
    174 E 16TH AVE
    EUGENE,OR97401
    N/A PC OSI COVID19 SUPPORT EUGENE BALLET COMPANY 65,000
    EUGENE SYMPHONY
    115 W 8TH AVE 115
    EUGENE,OR97401
    N/A PC OSI RENEWAL 65,000
    EUGENE-SPRINGFIELD YOUTH ORCHESTRAS
    148 W HILLIARD LN
    EUGENE,OR97404
    N/A PC ESYO OSI APPLICATION 15,000
    FINANCIAL BEGINNINGS OREGON
    2705 E BURNSIDE ST 214
    PORTLAND,OR97214
    N/A PC BUILDING CAPACITY FOR PROGRAM EXPANSION 37,500
    FISHTRAP INC
    400 E GRANT ST
    ENTERPRISE,OR97828
    N/A PC OSI RENEWAL 30,000
    FIVE OAKS MUSEUM
    17677 NW SPRINGVILLE RD
    PORTLAND,OR97229
    N/A PC ARTS INTEGRATION 16,000
    FOUNDATIONS FOR A BETTER OREGON
    123 NE THIRD AVE STE 208
    PORTLAND,OR97232
    N/A PC CENTER FOR EDUCATION ADVANCEMENT/TRANSITION 201,600
    FOUR RIVERS COMMUNITY SCHOOL
    2449 SW 4TH AVE
    ONTARIO,OR97914
    N/A PC FOUR RIVERS COMMUNITY SCHOOL TWOYEAR PROGRAM OF EDUCATIONAL EQUITY 35,000
    FRIENDS OF CHAMBER MUSIC
    211 SE CARUTHERS ST 202
    PORTLAND,OR97214
    N/A PC OSI RENEWAL 30,000
    FUTURE PRAIRIE
    209 NW 23RD AVE 101
    PORTLAND,OR97210
    N/A PC GENERAL OPERATING SUPPORT 20202021 2,200
    GATEWAY TO COLLEGE NATIONAL NETWORK
    529 SE GRAND AVE SUITE 300
    PORTLAND,OR97214
    N/A PC PDX BRIDGE EXPANSION 40,000
    GRANDE RONDE SYMPHONY ASSOCIATION
    PO BOX 824
    LA GRANDE,OR97850
    N/A PC GRANDE RONDE SYMPHONY STRING AND ORCHESTRA ARTS REVITALIZATION 10,000
    GRANTMAKERS OF OR & SW WA
    921 SW WASHINGTON ST
    PORTLAND,OR97205
    N/A PC 2020 CONFERENCE 5,000
    GREATER THAN
    2916 NE ALBERTA STREET SUITE D
    PORTLAND,OR97211
    N/A PC GREATER THAN INITIATIVE 100,000
    HAND2MOUTH THEATRE
    3121 SOUTH MOODY AVE STE 105 BOX 11
    PORTLAND,OR97239
    N/A PC GROWING THROUGH COMMUNITY DEVELOPMENT 20,000
    HIGH DESERT EDUCATIONAL SERVICE DISTRICT
    2804 SW 6TH ST
    REDMOND,OR97756
    N/A PC OREGON HELP DESK 50,000
    HIGH DESERT MUSEUM
    59800 US-97
    BEND,OR97702
    N/A PC COVID19 SUPPORT HIGH DESERT MUSEUM 40,000
    HIGH DESERT MUSEUM
    59800 US-97
    BEND,OR97702
    N/A PC WATERSTON DESERT WRITING PRIZE 3,000
    HOLLYWOOD THEATRE
    4122 NE SANDY BLVD
    PORTLAND,OR97212
    N/A PC OSI RENEWAL 60,000
    HOLLYWOOD THEATRE
    4122 NE SANDY BLVD
    PORTLAND,OR97212
    N/A PC OSI COVID19 SUPPORT HOLLYWOOD THEATRE 60,000
    ILLINOIS VALLEY COMMUNITY DEVELOPMENT ORG
    341 E COTTAGE PARK DR 4
    CAVE JUNCTION,OR97253
    N/A PC BACKYARD CAVETOWN 10,000
    IMAGO THEATRE
    17 SE 8TH AVE
    PORTLAND,OR97214
    N/A PC OSI RENEWAL 34,000
    IMAGO THEATRE
    17 SE 8TH AVE
    PORTLAND,OR97214
    N/A PC OSI COVID19 SUPPORT IMAGO THEATRE 34,000
    INDEPENDENT PUBLISHING RESOURCE CENTER
    318 SE MAIN ST 155
    PORTLAND,OR97214
    N/A PC EQUITABLE PROGRAMS ENHANCEMENT & DEVELOPMENT 20,000
    JOSEPHY CENTER FOR ARTS AND CULTURE
    403 MAIN ST
    JOSEPH,OR97846
    N/A PC DEVELOPMENT, CAPACITY & BEGINNING A CAPITAL CAMPAIGN 25,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212
    N/A PC COVID19 SUPPORT KAIROSPDX 75,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212
    N/A PC KAIROSPDX EDUCATION TRANSFORMATION 50,000
    KIDS UNLIMITED OF OREGON
    821 N RIVERSIDE AVE
    MEDFORD,OR97501
    N/A PC OSI - COVID-19 SUPPORT - KIDS UNLIMITED OF OREGON 100,000
    KIDS UNLIMITED OF OREGON
    821 N RIVERSIDE AVE
    MEDFORD,OR97501
    N/A PC WILDFIRE AID 2020 20,000
    KLAMATH FILM
    PO BOX 1511
    KLAMATH FALLS,OR97601
    N/A PC 2020 KLAMATH INDEPENDENT FILM FESTIVAL 5,000
    KUTSINHIRA CULTURAL ARTS CENTER
    3411 SOUTH WILLAMETTE ST 103
    EUGENE,OR97405
    N/A PC GENERAL OPERATING SUPPORT 2021 1,300
    LAN SU CHINESE GARDEN
    239 NW EVERETT ST
    PORTLAND,OR97209
    N/A PC INVESTING IN THE NEXT 20YEARS AT LAN SU CHINESE GARDEN 35,000
    LATINO NETWORK
    410 NE 18TH AVE
    PORTLAND,OR97232
    N/A PC BUILDING A STRONGER FOUNDATION FOR LATINO NETWORK 100,000
    LITERARY ARTS INC
    925 SW WASHINGTON ST
    PORTLAND,OR97205
    N/A PC OSI COVID19 SUPPORT LITERARY ARTS, INC. 90,000
    LITERARY ARTS INC
    925 SW WASHINGTON ST
    PORTLAND,OR97205
    N/A PC OSI RENEWAL 90,000
    LIVE WIRE RADIO INC
    3606 N MISSISSIPPI AVE
    PORTLAND,OR97227
    N/A PC OSI RENEWAL 25,000
    LIVE WIRE RADIO INC
    3606 N MISSISSIPPI AVE
    PORTLAND,OR97227
    N/A PC OSI - COVID-19 IMPACT SUPPORT - LIVE WIRE RADIO, INC. 25,000
    MJ MURDOCK CHARITABLE TRUST
    655 W COLUMBIA WAY SUITE 700
    VANCOUVER,WA98660
    N/A PC PORTLAND ARTS PARTNERSHIP 7,500
    MARIST CATHOLIC HIGH SCHOOL
    1900 KINGSLEY RD
    EUGENE,OR97401
    N/A PC GENESIS SUMMER READING ACADEMY 10,000
    MASLOW PROJECT
    500 MONROE ST
    MEDFORD,OR97501
    N/A PC MASLOW PROJECT STUDENT SUCCESS SCHOOLBASED PROGRAM 15,000
    MASLOW PROJECT
    500 MONROE ST
    MEDFORD,OR97501
    N/A PC COVID 19 AND THE WILDFIRE DISASTER RESPONSE NEED 15,000
    MCKENZIE EDUCATION FOUNDATION
    PO BOX 274
    BLUE RIVER,OR97413
    N/A PC WILDFIRE AID 2020 35,000
    METROPOLITAN YOUTH SYMPHONY
    4800 S MACADAM AVE
    PORTLAND,OR97239
    N/A PC OSI RENEWAL 23,000
    MIRACLE THEATRE GROUP
    525 SE STARK ST
    PORTLAND,OR97214
    N/A PC COVID-19 OSI 50,000
    MIRACLE THEATRE GROUP
    525 SE STARK ST
    PORTLAND,OR97214
    N/A PC OSI RENEWAL 50,000
    MONDAY MUSICAL CLUB OF TILLAMOOK
    2510 3RD ST
    TILLAMOOK,OR97141
    N/A PC 201920 YOUTH AND COMMUNITY MUSIC PERFORMANCE AND EDUCATION PROGRAM 5,000
    MRG FOUNDATION
    3625 N MISSISSIPPI AVE
    PORTLAND,OR97227
    N/A PC ROGUE VALLEY RELIEF FUND WILDFIRE AID 2020 30,000
    MRG FOUNDATION
    3625 N MISSISSIPPI AVE
    PORTLAND,OR97227
    N/A PC SINCE TIME IMMEMORIAL WILDFIRE AID 2020 25,000
    MT SCOTT LEARNING CENTERS
    6148 SE HOLGATE BLVD
    PORTLAND,OR97206
    N/A PC FUNDRAISING CAPACITY BUILDING 25,000
    MUDD-NICK FOUNDATION
    58 LANEDA AVE
    MANZANITA,OR97130
    N/A PC NEAHKAHNIE MUSICAL ENRICHMENT PROGRAM 6,800
    MUSEUM AT WARM SPRINGS
    2189 US-26
    WARM SPRINGS,OR97761
    N/A PC SHORING UP INFRASTRUCTURE TO LEAD 75,000
    MUSIC WORKSHOP
    8341 SW BEAVERTON HILLSDALE HWY
    PORTLAND,OR97225
    N/A PC 20192022 MUSIC WORKSHOP CAPACITY BUILDING REQUEST 25,000
    NATIVE AMERICAN YOUTH AND FAMILY CENTER
    5135 NE COLUMBIA BLVD
    PORTLAND,OR97218
    N/A PC EARLY COLLEGE ACADEMY IMPLEMENTING CULTURALLY RELEVANT CURRICULUM AND SUPPORTS 50,000
    NEW EXPRESSIVE WORKS
    810 SE BELMONT ST
    PORTLAND,OR97214
    N/A PC STRENGTHEN N.E.W. BY PARTIALLY FUNDING SALARIES FOR ED & SUPPORT STAFF 10,000
    NORTH COUNTY RECREATION DISTRICT
    36155 9TH ST
    NEHALEM,OR97131
    N/A PC NCRD PERFORMING ARTS CENTER CONCERT SERIES 8,000
    NORTHWEST CHILDREN'S THEATER AND SCHOOL
    1819 NW EVERETT ST
    PORTLAND,OR97209
    N/A PC OSI COVID19 SUPPORT NORTHWEST CHILDREN'S THEATER & SCHOOL 70,000
    NORTHWEST CHILDREN'S THEATER AND SCHOOL
    1819 NW EVERETT ST
    PORTLAND,OR97209
    N/A PC OSI RENEWAL 70,000
    NORTHWEST DANCE PROJECT
    211 NE 10TH AVE
    PORTLAND,OR97232
    N/A PC OSI COVID19 SUPPORT NORTHWEST DANCE PROJECT 50,000
    NORTHWEST DANCE PROJECT
    211 NE 10TH AVE
    PORTLAND,OR97232
    N/A PC OSI RENEWAL 50,000
    NORTHWEST FILM CENTER
    1219 SW PARK AVE
    PORTLAND,OR97205
    N/A PC OSI COVID19 SUPPORT 50,000
    NORTHWEST FILM CENTER
    1219 SW PARK AVE
    PORTLAND,OR97205
    N/A PC OSI RENEWAL 50,000
    OPERA THEATER OF OREGON
    8220 SE 6TH AVE APT 326
    PORTLAND,OR97202
    N/A PC CLIMATE OF GUILT: TWO NEW OPERAS ON ADMISSIONS AND EXTINCTION 6,000
    ORCHESTRA NEXT
    174 EAST 16TH AVE 142
    EUGENE,OR97401
    N/A PC ORCHESTRA NEXT GENERAL OPERATING SUPPORT 20/21 4,400
    OREGON BALLET THEATRE
    0720 SW BANCROFT ST
    PORTLAND,OR97239
    N/A PC OBT LARGE ARTS INITIATIVE 19 20 021 150,000
    OREGON BALLET THEATRE
    0720 SW BANCROFT ST
    PORTLAND,OR97239
    N/A PC COVID-19 SUPPORT - OREGON BALLET THEATRE 150,000
    OREGON CENTER FOR THE PHOTOGRAPHIC ARTS
    122 NW 8TH
    PORTLAND,OR97209
    N/A PC OSI COVID19 SUPPORT 15,000
    OREGON CENTER FOR THE PHOTOGRAPHIC ARTS
    122 NW 8TH
    PORTLAND,OR97209
    N/A PC OSI RENEWAL 15,000
    OREGON CHILDREN'S THEATRE
    1631 NE BROADWAY ST 620
    PORTLAND,OR97232
    N/A PC OSI RENEWAL 90,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP RD
    NEWPORT,OR97365
    N/A PC COVID-19 EDUCATION 50,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC OREGON ARTS & CULTURE RECOVERY FUND #402413 250,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC BUILD EARLY CHILDHOOD NETWORK FUND #12580 20,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC INDIVIDUAL ARTIST RELIEF OAC FUND #402413 250,500
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC BLACK STUDENT SUCCESS NETWORK #352556 100,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC OREGON CHILD INTEGRATED DATABASE FUND #306374 100,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
    N/A PC ECFLC COLLABORATIVE ADMINISTRATIVE FUND #297611 50,000
    OREGON CONTEMPORARY THEATRE
    194 W BROADWAY
    EUGENE,OR97401
    N/A PC OSI RENEWAL 30,000
    OREGON EAST SYMPHONY
    345 SW 4TH ST
    PENDLETON,OR97801
    N/A PC PLAYING FOR KEEPS 10,000
    OREGON HUMANITIES
    921 SW WASHINGTON ST 150
    PORTLAND,OR97205
    N/A PC OSI RENEWAL 65,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVE
    PORTLAND,OR97214
    N/A PC EDUCATION - COVID-19 SUPPORT 75,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
    N/A PC OPB OPERATING SUPPORT 2019 2022 & SPECIAL SUPPORT FOR TECHNOLOGY TRANSFORMATION 500,000
    OREGON SHAKESPEARE FESTIVAL
    PO BOX 158
    ASHLAND,OR97520
    N/A PC GENERAL OPERATING SUPPORT FOR THE 2020, 2021 AND 2022 SEASONS 600,000
    OREGON SYMPHONY
    921 SW WASHINGTON ST SUITE 20
    PORTLAND,OR97205
    N/A PC OSA LARGE ARTS INITIATIVE 19 20 21 500,000
    OREGON SYMPHONY
    921 SW WASHINGTON ST SUITE 20
    PORTLAND,OR97205
    N/A PC COVID19 SUPPORT 500,000
    PARTNERS FOR A HUNGER-FREE OREGON
    2900 SE STARK ST STE 1A
    PORTLAND,OR97214
    N/A PC EMERGENCY SCHOOL MEALS FUNDS 30,000
    PASSINART - A THEATRE COMPANY
    PO BOX 6407
    PORTLAND,OR97228
    N/A PC PASSINART CAPACITY BUILDING 15,000
    PDX JAZZ
    5212 NE SACRAMENTO ST
    PORTLAND,OR97213
    N/A PC PDX JAZZ CAPACITY BUILDING & FESTIVAL OPERATING SUPPORT 2020 2022 60,000
    PHAME
    1631 NE BROADWAY 134
    PORTLAND,OR97232
    N/A PC SUMMER SINGALONG COLLABORATIVE CONCERT 18,000
    PHOENIX SCHOOL OF ROSEBURG
    3131 NE DIAMOND LAKE BLVD
    ROSEBURG,OR97470
    N/A PC TRANSITIONS 15,000
    PHOENIX-TALENT SCHOOL DISTRICT
    401 WEST 4TH ST
    PHOENIX,OR97535
    N/A PC PHOENIXTALENT FAMILIES FIRE RELIEF FUND 60,000
    PLAYA
    47531 HWY 31
    SUMMER LAKE,OR97640
    N/A PC PLAYA PRESENTS 5,000
    POLARIS DANCE THEATRE
    1826 NW 18TH AVE
    PORTLAND,OR97209
    N/A PC POLARIS DANCE THEATRE CAPACITY BUILDING 10,000
    PORTLAND ACTORS CONSERVATORY
    3121 S MOODY AVE STE 200
    PORTLAND,OR97239
    N/A PC STRATEGIC PLAN & TRANSITION EXPENSES 25,000
    PORTLAND ACTORS CONSERVATORY
    3121 S MOODY AVE STE 200
    PORTLAND,OR97239
    N/A PC STRATEGIC PLANNING + OPERATING 50,000
    PORTLAND AFRICAN AMERICAN LEADERSHIP FORUM
    PO BOX 11869
    PORTLAND,OR97211
    N/A PC ALBINA QUEENS: CROWNS, AN ARTACTIVISM PHOTOGRAPHY PROJECT OF PAALF 15,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205
    N/A PC PAM LARGE ARTS INITIATIVE 19 20 20 250,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205
    N/A PC PORTLAND ART MUSEUM COVID19 SUPPORT 250,000
    PORTLAND BAROQUE ORCHESTRA
    610 SW BROADWAY STE 605
    PORTLAND,OR97205
    N/A PC OSI RENEWAL 50,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209
    N/A PC PCS LARGE ARTS INITIATIVE 19 20 21 250,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209
    N/A PC PORTLAND CENTER STAGE COVID19 SUPPORT 250,000
    PORTLAND COLUMBIA SYMPHONY
    PO BOX 6559
    PORTLAND,OR97228
    N/A PC TRANSITION FUNDING FOR CAPACITY BUILDING 10,000
    PORTLAND FESTIVAL SYMPHONY
    PO BOX 585
    PORTLAND,OR97207
    N/A PC CAPACITY REQUEST TO PARTNER IN FUNDING PAID PARTTIME ADMINISTRATOR STAFF PERSON 10,000
    PORTLAND GAY MEN'S CHORUS
    PO BOX 3223
    PORTLAND,OR97208
    N/A PC 40TH ANNIVERSARY CHALLENGE 10,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    15 NE HANCOCK ST
    PORTLAND,OR97212
    N/A PC OSI COVID19 SUPPORT PORTLAND INSTITUTE FOR CONTEMPORARY ART 75,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    15 NE HANCOCK ST
    PORTLAND,OR97212
    N/A PC BLACK ART ECOLOGY OF PORTLAND 10,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    15 NE HANCOCK ST
    PORTLAND,OR97212
    N/A PC OSI RENEWAL 75,000
    PORTLAND OPERA ASSOCIATION
    211 SE CARUTHERS
    PORTLAND,OR97214
    N/A PC POA LARGE ARTS INITIATIVE 19 20 21 250,000
    PORTLAND OPPORTUNITIES INDUSTRIALIZATION
    9828 E BURNSIDE STE 205
    PORTLAND,OR97217
    N/A PC COVID-19 SUPPORT - POIC/RAHS 50,000
    PORTLAND PIANO INTERNATIONAL
    PO BOX 6469
    PORTLAND,OR97228
    N/A PC OSI RENEWAL 23,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211
    N/A PC OSI COVID19 SUPPORT PORTLAND PLAYHOUSE 50,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211
    N/A PC OSI RENEWAL 50,000
    PORTLAND SUMMERFEST
    PO BOX 4084
    PORTLAND,OR97208
    N/A PC OPERA IN THE PARK 2020 6,000
    PORTLAND SYMPHONIC CHOIR
    1907 NE 45TH AVE 9
    PORTLAND,OR97213
    N/A PC ARTISTIC LEADERSHIP OPERATIONAL CHANGE TO ARTISTIC LEADERSHIP CONSORTIUM 5,000
    PORTLAND SYMPHONIC CHOIR
    1907 NE 45TH AVE 9
    PORTLAND,OR97213
    N/A PC ARTISTIC LEADERSHIP OPERATIONAL CHANGE TO ARTISTIC LEADERSHIP CONSORTIUM 10,000
    PORTLAND YOUTH PHILHARMONIC
    9320 SW BARBUR BLVD 140
    PORTLAND,OR97219
    N/A PC OSI RENEWAL 30,000
    PORTLAND YOUTH PHILHARMONIC
    9320 SW BARBUR BLVD 140
    PORTLAND,OR97219
    N/A PC OSI COVID19 SUPPORT PORTLAND YOUTH PHILHARMONIC 30,000
    PROFILE THEATRE
    216 NW 13TH AVE
    PORTLAND,OR97209
    N/A PC OSI SPECIAL OPPORTUNITY GRANT 30,000
    PROFILE THEATRE
    216 NW 13TH AVE
    PORTLAND,OR97209
    N/A PC OSI RENEWAL 32,000
    PROFILE THEATRE
    216 NW 13TH AVE
    PORTLAND,OR97209
    N/A PC OSI COVID19 SUPPORT PROFILE THEATRE 32,000
    PROJECT YOUTH
    PO BOX 1407
    GRANTS PASS,OR97528
    N/A PC COLLEGE DREAMS GENERAL OPERATIONS AND FUNDRAISING CAPACITY BUILDING 50,000
    PROJECT YOUTH
    PO BOX 1407
    GRANTS PASS,OR97528
    N/A PC COLLEGE DREAMS GENERAL OPERATIONS AND FUNDRAISING CAPACITY BUILDING 25,000
    RAINBOW DANCE THEATREWESTERN OREGON UNIV
    345 N MONMOUTH AVE
    MONMOUTH,OR97361
    N/A PC HOMO DEUS (HUMAN GOD) 15,500
    RASIKA
    2110 NE ALOCLEK DR STE 615
    HILLSBORO,OR97124
    N/A PC TAMIZHAE AMUDHAE: LITERATURE, MUSIC AND DRAMATURGY 5,000
    READING RESULTS
    3115 NE SANDY BLVD 229
    PORTLAND,OR97232
    N/A PC WORKING TO MEET THE NEED IN OUR COMMUNITY 50,000
    REAP
    10808 NE HALSEY ST
    PORTLAND,OR97220
    N/A PC COVID19 SUPPORT 100,000
    REAP
    10808 NE HALSEY ST
    PORTLAND,OR97220
    N/A PC DEVELOPING CULTURALLY DIVERSE LEADERS 100,000
    REGIONAL ARTS & CULTURE COUNCIL
    411 NW PARK AVE 101
    PORTLAND,OR97209
    N/A PC FY20 FY21 PROJECT CAPACITY FOR CULTURAL LEADERSHIP PROGRAM 25,000
    RISKREWARD
    PO BOX 14128
    PORTLAND,OR97293
    N/A PC 2020 FESTIVAL OF NEW PERFORMANCE 5,000
    RIVERBEND LIVE
    THOMPSON AVE
    WINSTON,OR97496
    N/A PC RIVERBEND LIVE 2020 SEASON 11,000
    ROCK N ROLL CAMP FOR GIRLS
    PO BOX 11324
    PORTLAND,OR97211
    N/A PC BOOKKEEPER/ACCOUNTANT 10,000
    ROGUE GALLERY & ART CENTER
    40 S BARTLETT ST
    MEDFORD,OR97501
    N/A PC ROGUE GALLERY 2020 EXHIBITION SERIES 7,800
    ROGUE VALLEY CHORALE ASSOCIATION
    724 S CENTRAL AVE 102
    MEDFORD,OR97501
    N/A PC GENERAL OPERATING SUPPORT 20202021 8,600
    ROGUE VALLEY SYMPHONY
    33 N 1ST ST
    ASHLAND,OR97520
    N/A PC OSI COVID19 SUPPORT ROGUE VALLEY SYMPHONY 40,000
    ROGUE VALLEY SYMPHONY
    33 N 1ST ST
    ASHLAND,OR97520
    N/A PC OSI RENEWAL 40,000
    ROGUE WORLD MUSIC
    2305 ASHLAND ST
    ASHLAND,OR97520
    N/A PC ASHLAND WORLD MUSIC FESTIVAL (AWMF) 7,500
    ROSS RAGLAND THEATER
    218 N 7TH ST
    KLAMATH FALLS,OR97601
    N/A PC OSI RENEWAL 40,000
    ROSS RAGLAND THEATER
    218 N 7TH ST
    KLAMATH FALLS,OR97601
    N/A PC OSI COVID19 SUPPORT ROSS RAGLAND THEATER 40,000
    SALEMKEIZER COALITION FOR EQUALITY
    3850 PORTLAND RD NE STE 260
    SALEM,OR97301
    N/A PC EXTRA SUPPORT FOR STRESSED STAFF, STRATEGIC PLANNING & 3 YEAR EXECUTIVE TRANSITION, UNDER COVID19 40,000
    SALEM ART ASSOCIATION
    600 MISSION ST SE
    SALEM,OR97302
    N/A PC OSI RENEWAL SALEM ART ASSOCIATION 42,000
    SALEM ART ASSOCIATION
    600 MISSION ST SE
    SALEM,OR97302
    N/A PC EMERGENCY SUPPORT TO STABILIZE THE SALEM ART ASSOCIATIONS PROGRAMS/OPERATIONS IMPACTED BY COVID19 42,000
    SANTIAM HOSPITAL
    1401 N 10TH AVE
    STAYTON,OR97383
    N/A PC SANTIAM CANYON WILDFIRE RELIEF FUND SANTIAM SCHOOL DISTRICT 40,000
    SELF ENHANCEMENT INC
    3920 N KERBY AVE
    PORTLAND,OR97227
    N/A PC SELF ENHANCEMENT, INC. INSCHOOL SERVICES AT BOISEELIOT/HUMBOLDT ELEMENTARY SCHOOL 81,000
    SHADOW PROJECT
    2154 NE BROADWAY
    PORTLAND,OR97232
    N/A PC REMOVING BARRIERS TO SUCCESS FOR STUDENTS WITH DISABILITIES 35,000
    SHAKING THE TREE THEATRE
    823 SE GRANT ST
    PORTLAND,OR97214
    N/A PC STT CAPACITY BUILDING GRANT 37,000
    SIGNAL FIRE
    5205 NE 19TH AVE
    PORTLAND,OR97211
    N/A PC SIGNAL FIRE FIELD COORDINATOR 10,000
    SITKA CENTER FOR ART AND ECOLOGY
    56605 SITKA DR
    OTIS,OR97368
    N/A PC SITKA CENTER DEVELOPMENT DIRECTOR CAPACITY 23,000
    SMART READING
    101 SW MARKET ST
    PORTLAND,OR97201
    N/A PC SMART STATEWIDE SUPPORT 50,000
    SOUTHERN OREGON FILM SOCIETY
    325 A STREET PO BOX 218
    ASHLAND,OR97520
    N/A PC SUPPORT FOR DEVELOPMENT MANAGER & NEW FILM CENTER MATCHING GRANT 15,000
    SOUTHERN OREGON FILM SOCIETY
    325 A STREET PO BOX 218
    ASHLAND,OR97520
    N/A PC SUPPORT FOR DEVELOPMENT MANAGER & NEW FILM CENTER MATCHING GRANT 10,000
    SOUTHERN OREGON REPERTORY SINGERS
    PO BOX 1091
    ASHLAND,OR97520
    N/A PC COMMISSION AND PERFORMANCE OF CHORAL WORK BY WILL TODD 5,000
    ST ANDREW NATIVITY SCHOOL
    4925 NE 9TH AVE
    PORTLAND,OR97211
    N/A PC TRAUMA INFORMED COUNSELING PROGRAM 20,000
    ST ANDREW NATIVITY SCHOOL
    4925 NE 9TH AVE
    PORTLAND,OR97211
    N/A PC COVID19 SUPPORT 20,000
    STAND FOR CHILDREN LEADERSHIP CENTER
    2121 SW BROADWAY 111
    PORTLAND,OR97201
    N/A PC M98 AND SSA IMPLEMENTATION 100,000
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    868 HIGH ST
    EUGENE,OR97401
    N/A PC COVID-19 OSI 65,000
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    868 HIGH ST
    EUGENE,OR97401
    N/A PC OSI RENEWAL 65,000
    THE OLD CHURCH
    1422 SW 11TH AVENUE
    PORTLAND,OR97201
    N/A PC MATCHING GRANT TOC 2020 15,000
    THE PORTLAND BALLET
    6250 SW CAPITOL HWY
    PORTLAND,OR97239
    N/A PC OSI COVID19 SUPPORT THE PORTLAND BALLET 30,000
    THE PORTLAND BALLET
    6250 SW CAPITOL HWY
    PORTLAND,OR97239
    N/A PC OSI RENEWAL 30,000
    THE RED DOOR PROJECT
    3121 S MOODY AVE SUITE 140
    PORTLAND,OR97239
    N/A PC EVOLVE: THEATRE AND CURRICULUM TO IMPROVE COMMUNITY AND LAW ENFORCEMENT RELATIONS 50,000
    THIRD ANGLE NEW MUSIC ENSEMBLE
    PO BOX 28225
    PORTLAND,OR97228
    N/A PC SANCTUARIES 25,000
    THIRD RAIL REPERTORY THEATRE
    126 NE ALBERTA ST
    PORTLAND,OR97211
    N/A PC OSI RENEWAL 34,000
    TRIANGLE PRODUCTIONS
    1785 NE SANDY BLVD
    PORTLAND,OR97232
    N/A PC OSI RENEWAL 20,000
    TUALATIN VALLEY CREATES
    PO BOX 2017
    BEAVERTON,OR97075
    N/A PC CAPACITY GROWTH FOR ARTS STRATEGY PLAN 12,000
    UMPQUA SYMPHONY ASSOCIATION
    PO BOX 241
    ROSEBURG,OR97470
    N/A PC DOUGLAS COUNTY YOUTH ORCHESTRA MUSIC ENRICHMENT PROJECT 5,000
    UMPQUA VALLEY ARTS ASSOCIATION
    1624 W HARVARD AVE
    ROSEBURG,OR97471
    N/A PC UVA COMMUNITY OUTREACH PROJECT 15,000
    WEST VALLEY COMMUNITY CAMPUS
    PO BOX 491
    WILLAMINA,OR97396
    N/A PC WVCC GENERAL OPERATING SUPPORT 20202021 2,200
    WESTERN ARTS ALLIANCE
    715 SW MORRISON SUITE 600
    PORTLAND,OR97205
    N/A PC ADVANCING INDIGENOUS PERFORMANCE 20,000
    WHITE BIRD
    5620 SW EDGEMONT PL
    PORTLAND,OR97239
    N/A PC OSI COVID19 SUPPORT 30,000
    WHITE BIRD
    5620 SW EDGEMONT PL
    PORTLAND,OR97239
    N/A PC OSI RENEWAL 79,000
    WILLAMETTE LIGHT BRIGADE
    PO BOX 14157
    PORTLAND,OR97293
    N/A PC PORTLAND WINTER LIGHT FESTIVAL FUNDRAISING CAPACITY BUILDING PROJECT 16,000
    WISDOM OF THE ELDERS INC
    3917 NE SHAVER ST
    PORTLAND,OR97212
    N/A PC DISCOVERING YIDONG XINAG EDUCATIONAL TOOLKIT 30,000
    WORLD STAGE THEATRE
    PO BOX 782
    TROUTDALE,OR97060
    N/A PC BLACK HISTORY FESTIVAL NW 35,000
    WRITE AROUND PORTLAND
    133 SW 2ND AVE 304
    PORTLAND,OR97204
    N/A PC CELEBRATING 20 YEARS OF IMPACT WITH CHALLENGE MATCH 10,000
    YAMHILL ENRICHMENT SOCIETY (YES)
    638 NE 5TH ST
    MCMINVILLE,OR97128
    N/A PC EXPANDING JOY 25,000
    YOUNG AUDIENCES OF OREGON AND SW WASHINGTON
    1220 SW MORRISON ST 1000
    PORTLAND,OR97205
    N/A PC THE RIGHT BRAIN INITIATIVE 50,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501
    N/A PC OSI RENEWAL 10,000
    YU CONTEMPORARY
    800 SE 10TH AVE
    PORTLAND,OR97214
    N/A PC MARIANNE NICOLSON 15,000
    Total .................................bullet 3a 13,654,521
    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 16,292  
    4 Dividends and interest from securities....     14 3,611,080  
    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 2,679,482  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS
    900099 -13,003 18 7,936  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -13,003 6,314,790 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,301,787
    (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:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 22,100 11,050   11,050

    TY 2020 CompensationExplanation
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Person Name Explanation
    CHARLES H PUTNEY IN ADDITION TO SERVING AS A DIRECTOR, CHARLES H PUTNEY IS AN INVESTMENT MANAGER FOR THE FOUNDATION. HE RECEIVES NO COMPENSATION FOR HIS ROLE AS A DIRECTOR.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LULULEMON ATHLETICA INC 277,189 446,871
    GILEAD SCIENCES INC 102,167 86,225
    GOLDMAN SACHS GROUP INC 120,967 158,226
    HILL ROM HOLDINGS INC 116,161 126,871
    HOME DEPOT INC 61,361 98,279
    HOWARD HUGHES CORP 163,842 110,107
    HPINC 106,720 175,450
    INGREDION INC 128,157 116,432
    INTEL CORP 112,226 124,052
    INTERCONTINENTAL EXCHANGE 75,067 89,926
    INTERNATIONAL PAPER CO 91,025 82,535
    JOHNSON & JOHNSON 104,774 137,708
    JPMORGAN CHASE & CO 87,343 184,887
    KELLOGG CO 113,638 107,969
    GENERAL DYNAMICS CORP 127,356 105,662
    FORD MOTOR CO 109,926 91,328
    FIRSTENERGY CORP 61,595 66,883
    FIRST REPUBLIC BANK SAN 56,810 106,524
    FEDEX CORP 49,305 73,992
    DISCOVERY INC 99,052 123,224
    CVS HEALTH CORPORATION 101,528 109,963
    COHERENT INC 71,349 80,261
    CITIGROUP INC 145,381 147,059
    CISCO SYSTEMS INC 107,619 107,624
    CIENA CORPORATION 39,818 95,394
    CHARLES SCHWAB CORP NEW 63,763 111,119
    CENTENE CORP DEL 72,147 67,834
    BLACKROCK INC 68,839 108,231
    BERKSHIRE HATHAWAY INC DEL 159,380 178,540
    BANK OF AMERICA CORP 71,856 87,293
    BAKER HUGHES COMPANY 126,999 116,656
    KROGER CO (THE) 84,484 121,006
    MADISON SQUARE GARDEN 31,870 47,793
    MADISON SQUARE GARDEN SPORTS 84,318 83,766
    MCKESSON CORP 101,112 129,570
    UNILEVER PLC 129,764 137,923
    TE CONNECTIVITY LTD 46,805 92,013
    SIEMENS AG 84,954 84,118
    SAP SE 124,079 134,954
    ROYAL DUTCH SHELL PLC 127,706 80,471
    METHANEX CORP 79,325 93,312
    MEDTRONIC PLC 61,525 84,341
    MAGNA INTERNATIONAL INC 90,856 145,848
    IMAX CORP 124,955 107,940
    EMBRAER SA 93,717 32,790
    DANONE 119,088 92,158
    CHUBB LTD 119,270 114,670
    ASTRAZENECA PLC 87,621 148,470
    ACCENTUREPLCIRELAND 67,873 105,790
    AT&T INC 168,092 141,499
    WALT DISNEY CO 75,998 117,767
    WALGREEN BOOTS ALLIANCE INC 129,805 96,709
    VIATRIS INC 5,029 6,765
    VIACOMCBS INC 89,553 101,347
    US BANCORP DEL 97,392 102,964
    TYSON FOODS INC-CL A 75,106 72,817
    SOUTHERN CO 77,106 81,702
    SALESFORCE.COM INC 68,185 87,899
    RAYTHEON TECHNOLOGIES 85,530 125,214
    QUEST DIAGNOSTICS INC 95,896 109,041
    QUALCOMM INC 62,275 181,285
    PROCTER & GAMBLE CO 68,559 114,095
    PFIZER INC 91,342 107,301
    NEWMONT CORPORATION 68,261 123,972
    MICROSOFT CORP 54,663 251,335
    WALMART INC 79,297 164,331
    APPLE INC 56,504 262,726
    AMGEN INC 98,667 112,661
    ALLSTATE CORP 57,395 97,838
    KEMPER CORP DEL 103,495 110,405
    KADANTINC 31,724 93,470
    HANOVER INSURANCE GROUP INC 83,274 100,551
    FEDERAL SIGNAL CORP 61,380 101,865
    ECHOSTAR CORPORATION 112,307 63,189
    EASTERN BANKSHARES INC 123,294 124,690
    EAGLE MATERIALS INC 84,933 116,046
    DENNYS CORPORATION 38,658 42,836
    CURTISS WRIGHT CORP 106,738 134,850
    CULP INC 26,373 27,725
    CTS CORP 21,317 38,175
    CTO REALTY INC 16,714 11,496
    CRA INTERNATIONAL INC 56,114 57,806
    CORE MARK HOLDING CO INC 106,948 123,971
    LA Z BOY INC 91,966 116,253
    SYSTEMS USA INC 95,417 111,271
    CHAMPIONX CORPORATION 42,350 42,580
    CENTURY CASINOS INC 20,523 15,841
    ASSURANT INC 63,455 122,326
    AMERIS BANCORP 39,192 40,088
    AMERICAN WOODMARK CORP 92,661 93,850
    ALERUS FINANCIAL CORPORATION 14,679 18,338
    ALBANY INTERNATIONAL CORP NEW 59,327 95,152
    VODAFONE GROUP PLC 872,973 988,800
    TOTAL SE 935,399 838,200
    TEVA PHARMACEUTICAL 973,394 965,000
    ROYAL DUTCH SHELL 1,905,792 1,405,600
    ROYAL DUTCH SHELL 810,383 672,200
    NUTRIENT LTD 1,234,755 1,348,480
    CMC MATERIALS INC 90,418 128,454
    LIBERTY BROADBAND CORPORATION 11,369 24,072
    MAGELLAN HEALTH INC 152,751 164,520
    MAXIMUS INC 72,279 93,537
    ALLEGHANY CORP-DEL 60,751 72,443
    AIR PRODUCTS & CHEMICALS INC 69,630 84,698
    HELEN OF TROY LTD 70,695 116,650
    CARDTRONICS PLC 67,334 86,909
    WASHINGTON FEDERAL INC 117,897 99,228
    VISTA OUTDOOR INC 89,834 103,522
    VIRTUS INVESTMENT PARTNERS INC 60,561 166,656
    VERITEX HOLDINGS INC 129,692 134,638
    VECTRUS INC 44,620 52,653
    UMB FINANCIAL CORP 135,139 151,778
    TRIUMPH BANCORP INC 23,883 32,092
    TRISTATE CAPITAL HOLDINGS INC 70,257 61,805
    STAR GROUP LP 46,976 46,118
    SPX CORPORATION 84,039 127,351
    SPROUTS FARMERS MARKET INC 77,458 80,440
    SOLARIS OILFIELD 17,470 11,827
    SIMPSON MANUFACTURING CO INC 57,263 99,898
    MCGRATH RENTCORP 56,974 117,157
    MGIC INVESTMENT CORP-WISC 105,793 112,486
    MUELLER WATER PRODUCTS INC 68,607 77,610
    MURPHY USA INC 58,875 99,461
    NATURAL GAS SERVICES GROUP INC 25,790 13,518
    NEXSTAR MEDIA GROUP INC 107,733 183,112
    VODAFONE GROUP PLC 199,810 127,061
    ONTO INNOVATION INC 78,143 105,704
    PC CONNECTION INC 28,186 31,211
    PEAPACK-GLADSTONE FINANCIAL 40,817 33,434
    PORTLAND GENERAL ELECTRIC CO 117,087 119,799
    PRIMERICA INC 50,302 125,091
    RENASANT CORPORATION 50,607 50,958
    REX AMERICAN RESOURCES 61,603 58,409
    PACIFIC PREMIER BANCORP INC 126,213 140,358
    ALPHABET LNC 118,646 395,925
    BERKLEY WR CORPORATION 168,875 321,871
    BERKSHIRE HATHAWAY INC DEL 183,185 305,837
    POST HOLDINGS 337,166 425,959
    OLD DOMINION FREIGHT 70,122 288,086
    NEWMARKET CORPORATION 222,056 346,911
    MBIAINC 193,760 113,025
    MARIETTA MATERIALS INC 251,749 588,954
    LAMB WESTON HOLDINGS INC 196,409 376,771
    HASBRO INC 76,200 147,980
    GCP APPLIED TECHNOLOGIES INC 349,280 304,825
    ENTEGRIS INC 283,800 706,431
    DOLLAR TREE INC 124,135 213,379
    DECKERS OUTDOOR CORPORATION 83,721 403,213
    COPART INC 63,901 296,493
    CITRIX SYSTEMS INC 305,244 374,038
    CHURCHILL DOWNS INC 348,146 546,970
    REYNOLDS CONSUMER PRODUCTS 285,093 280,393
    CARMAXINC 140,751 400,794
    BROADRIDGE FINANCIAL SOLUTIONS!NC COMMON STOCK 236,893 375,953
    ARMSTRONG WORLD INDUSTRIES INC 194,844 322,183
    ALLEGHANY CORP-DEL 238,140 219,743
    TENCENT HOLDINGS LIMITED 106,912 139,657
    ASTRAZENECA PLC 123,681 152,669
    ALIBABA GROUP HOLDING 158,424 250,185
    VISA INC 57,996 297,910
    VERISK ANALYTICS 55,818 157,976
    UNITEDHEALTH INC 120,271 278,440
    THERMO FISHER SCIENTIFIC 68,980 185,846
    TESLA INC 22,768 124,198
    SYSCO CORP 54,538 83,617
    SYNOPSYS INC 73,823 139,990
    STRYKER CORP 94,754 169,323
    CANNAE HOLDINGS INC 306,884 321,223
    STARBUCKS CORP 94,281 193,848
    UNIFIRST CORP-MASS 222,008 262,707
    AXALTA COATING SYSTEMS 372,111 346,511
    NESTLE SA 462,403 662,868
    VISA INC 263,651 814,769
    VERIZON COMMUNICATIONS 478,884 553,073
    TEXAS INSTRUMENTS INCORPORATED 517,582 741,211
    PROGRESSIVE CORP-OHIO 196,034 558,771
    PFIZER INC 444,793 392,726
    0 REILLY AUTOMOTIVE INC 331,044 605,539
    NORFOLK SOUTHERN CORP 233,609 703,326
    NEWMARKET CORPORATION 569,470 630,891
    MARTIN MARIETTA MATERIALS INC 457,602 622,178
    LOWES COMPANIES INC 155,962 344,454
    JOHNSON & JOHNSON 514,532 553,820
    HOME DEPOT INC 437,419 666,706
    FOX CORPORATION 473,031 367,349
    VARIAN MEDICAL SYSTEMS INC 200,529 288,767
    FEDEX CORP 498,630 773,668
    CITRIX SYSTEMS INC 453,860 512,074
    CISCO SYSTEMS INC 222,343 440,788
    CHARLES SCHWAB CORP NEW 642,381 793,001
    CARMAX INC 325,273 614,557
    BRISTOL MYERS SQUIBB CO 292,853 312,383
    BLACKROCK INC 294,423 717,211
    BERKSHIRE HATHAWAY INC DEL CL B 634,478 1,211,984
    APPLE INC 258,071 1,360,603
    ALTRIA GROUP INC 743,677 590,236
    ALPHABET INC 557,948 1,070,399
    AIR PRODUCTS & CHEMICALS INC 503,260 592,887
    WHITE MOUNTAINS INSURANCE 194,827 355,234
    SENSATA TECHNOLOGIES 244,007 274,195
    PERRIGO COMPANY 264,674 237,955
    DOLLAR TREE INC 264,353 421,896
    SERVICENOW INC COM 131,330 233,382
    QUALCOMM INC 136,249 227,901
    PEPSICO INC COMMON STOCK 124,821 143,999
    HIS MARKIT LTD 290,625 360,847
    HEXAGON AB 256,062 515,018
    GATES INDUSTRIAL 234,729 188,159
    DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS 193,121 282,205
    BROOKFIELD ASSET MANAGEMENT INC CLASS A LTD VTG SHS 238,373 351,001
    AXALTA COATING SYSTEMS LTD COM 236,219 207,587
    TJX COMPANIES INC NEW 176,431 331,480
    THERMO FISHER SCIENTIFIC INC 106,380 366,569
    STRYKER CORP 177,170 435,191
    STARBUCKS CORP 241,845 386,626
    RE MAX HOLDINGS INC 259,287 354,036
    PROGRESSIVE CORP-OHIO 291,977 400,761
    PEPSICO INC COMMON STOCK 172,187 263,529
    ORACLE CORPORATION 227,708 303,073
    NXP SEMICONDUCTORS N V 192,076 361,748
    NORDSON CORP 155,104 235,915
    MICROSOFT CORP 67,872 322,509
    MASTERCARD INCORPORATED 73,248 293,048
    MARKEL CORP HOLDING CO 141,817 207,693
    LOWES COMPANIES INC 188,685 408,177
    KINDER MORGAN INC 291,746 182,713
    GRACOINC 150,626 416,013
    FRONTDOOR INC 276,855 475,388
    DUPONT DE NEMOURS INC 190,687 144,069
    DOW INC 75,746 59,552
    DOLLAR TREE INC 297,342 370,253
    CANNAE HOLDINGS INC 256,105 435,086
    BROWN & BROWN INC 99,575 290,434
    BROADRIDGE FINANCIAL SOLUTIONS 159,940 346,079
    BLACK KNIGHT INC 166,013 494,760
    MORNINGSTAR INC 139,803 474,024
    ADOBE INC 103,603 178,543
    ALPHABET INC 42,830 183,947
    ALPHABET INC 131,826 355,786
    PAYPAL HOLDINGS INC 54,187 216,167
    REILLY AUTOMOTIVE INC 73,530 76,937
    NVIDIA CORP 127,943 245,434
    NIKE INC 73,768 116,996
    MOTOROLA SOLUTIONS INC 74,567 76,527
    MOODYSCORP 94,332 189,236
    MICROSOFT CORP 137,106 791,815
    MERCK & CO INC 65,492 61,841
    MATCH GROUP INC 114,511 303,892
    MASTERCARD INCORPORATED 148,680 195,603
    LULULEMON ATHLETICA INC 64,260 128,423
    LAM RESEARCH CORP 89,087 214,883
    JPMORGAN CHASE & CO 36,750 64,170
    JOHNSON & JOHNSON 134,078 170,443
    INTERCONTINENTAL EXCHANGE 74,987 92,117
    HONEYWELL !NTL INC 56,735 86,144
    FISERV INC 92,688 99,514
    AMAZON.COM INC 218,354 719,782
    APPLE INC 239,358 998,360
    BIOMARIN PHARMACEUTICAL INC 88,789 63,137
    CHARTER COMMUNICATIONS INC 97,832 215,665
    CHIPOTLE MEXICAN GRILL INC 46,203 110,937
    CINTAS CORP 60,237 110,986
    NOVARTIS AG 318,805 472,150
    COCA COLA COMPANY 110,239 110,886
    COSTCO WHOLESALE CORP-NEW 117,600 301,047
    CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK 33,493 119,678
    DANAHER CORPORATION 94,949 149,945
    -EDWARDS LIFESCIENCES CORP 53,020 153,540
    ETSY INC 44,378 73,477
    FACEBOOK INC 226,778 516,819
    COMCAST CORP 121,188 145,358
    GLAXOSMITHKLINE PLC 1,950,693 1,840,000
    TECK RESOURCES LIMITED 1,210,645 1,633,500
    BP PLC 1,208,761 615,614
    ENTERGY CORP NEW 42,965 48,023
    ENERSYS 19,192 21,845
    ELECTRONIC ARTS INC 16,777 23,263
    EDISON INTERNATIONAL 62,145 61,626
    EBAY INC 37,557 41,557
    EAST WEST BANCORP INC 53,287 51,471
    EAGLE MATERIALS INC 24,988 30,608
    DUPONT DE NEMOURS INC COMMON STOCK 31,739 44,444
    DTE ENERGY CO 59,537 57,791
    DOVER CORPORATION 59,203 84,588
    DOLLAR TREE INC 16,810 19,987
    DISCOVER FINANCIAL SERVICES 50,292 63,824
    DARDEN RESTAURANTS INC 11,961 23,705
    EXPEDIA GROUP INC 38,268 46,075
    CURTISS WRIGHT CORP 27,563 26,877
    CORTEVA INC COMMON STOCK 28,906 43,134
    CONOCOPHILLIPS 37,121 45,309
    CHANGE HEALTHCARE INC 29,370 39,557
    CHAMPIONX CORPORATION 20,529 27,112
    CENTERPOINT ENERGY INC 63,968 71,975
    CENTENE CORP DEL 40,888 40,760
    BWX TECHNOLOGIES INC 34,230 36,469
    BOSTON SCIENTIFIC CORP 22,245 24,122
    BEST BUY COMPANY INC 11,088 17,363
    AVERY DENNISON CORP 20,408 28,385
    AVANTOR INC 27,968 45,575
    AUTOZONE INC 56,481 61,643
    ASGNINCORPORATED 29,640 38,925
    CUMMINS INC 26,456 37,017
    EXPEDITORS INTERNATIONAL OF 17,885 23,778
    FIFTH THIRD BANCORP 88,889 103,250
    FMC CORP NEW 47,551 73,555
    LIVE NATION ENTERTALNMENT INC 17,430 32,772
    LEIDOS HOLDINGS INC 32,755 49,932
    LEAR CORPORATION 28,334 32,601
    LAS VEGAS SANDS CORP 28,398 30,515
    LAM RESEARCH CORP 8,298 13,696
    LABORATORY CORP AMER HLDGS 18,950 23,612
    KLA CORPORATION 16,396 31,328
    EXPERIAN PLC SPONSORED ADR 274,711 552,963
    FERRARI NV 201,202 316,279
    BUNGE 399,000 655,800
    KEYCORPNEW 80,878 79,096
    KANSAS CITY SOUTHERN 26,859 42,051
    ITT INC 35,708 49,986
    IQVIA HOLDINGS INC 21,994 30,280
    INGEVITY CORPORATION 11,025 24,915
    HUNTINGTON INGALLS INDUSTRIES 34,924 30,004
    HUNTINGTON BANCSHARES INC 96,887 101,469
    HUMANA INC 40,719 62,361
    HUBBELL INCORPORATED 13,556 17,090
    HOWMET AEROSPACE INC 30,207 54,711
    HEXCEL CORP NEW 25,041 36,125
    HELMERICH & PAYNE INC 19,829 22,465
    HCA HEALTHCARE INC 18,128 30,261
    HARLEY DAVIDSON INC 33,973 48,481
    HALLIBURTON COMPANY 28,612 27,348
    GLOBE LIFE INC 27,516 34,281
    GENTEX CORP 23,130 33,285
    GENERAL DYNAMICS CORP 29,133 28,127
    FOOT LOCKER INC 22,723 27,863
    AMETEK INC NEW 57,168 96,389
    AMERISOURCEBERGEN CORP 27,589 31,576
    AMERIPRISE FINL INC 72,844 103,967
    AMERICAN INTERNATIONAL GROUP 42,097 32,332
    MARTIN MARIETTA MATERIALS INC 111,205 177,765
    LENNAR CORP 1,678 2,999
    LENNAR CORP 93,861 172,890
    JPMORGAN CHASE & CO 110,354 180,185
    GENERAL DYNAMICS CORP 120,748 116,228
    ELANCO ANIMAL HEALTH 86,513 129,213
    EAST WEST BANCORP INC 134,248 107,607
    DANAHER CORPORATION 115,621 326,546
    CULLEN FROST BANKERS INC 64,630 78,333
    CORTEVAINC 144,394 200,105
    COMMERCE BANCSHARES INC 92,227 109,653
    COCA COLA COMPANY 131,003 170,388
    CINCINNATI FINANCIAL CORP 124,877 127,123
    CAPITAL ONE FINANCIAL CORP 111,067 130,482
    CABOT OIL AND GAS CORP 148,975 134,587
    BOK FINANCIAL CORP NEW 66,513 58,413
    ANSYS INC 86,929 260,117
    AMGEN INC 136,987 187,845
    AMERIPRISE FINL INC 97,039 186,362
    ADOBE INC 58,866 270,565
    TENCENT HOLDINGS LIMITED 174,851 402,241
    IHS.MARKIT LTD SHS 292,403 285,929
    LONZA GROUP AG ZUERICH UNSPONSORED ADR 389,259 403,526
    TAIWAN SEMICONDUCTOR MFG CO 199,408 862,506
    STERIS PLC 220,862 356,335
    SMITH & NEPHEW P L C 374,879 342,294
    SIKAAGAMERICAN DEPOSITARY SHARE 235,912 345,904
    SHOPIFY INC CLA 46,705 425,613
    PERNOD RICARD SA UNSPONSORED ADR 251,186 295,879
    MICROCHIP TECHNOLOGY INC 101,909 226,639
    LKQ CORPORATION 21,636 26,148
    MICROSOFT CORP 72,366 280,472
    PARKER HANNIFIN CORP 121,301 208,666
    AMERLCAN ELECTRIC POWER 25,264 25,564
    ALTRA INDUSTRIAL MOTION CORP 15,261 26,551
    ALTICE USA INC 31,739 50,556
    ALLSTATE CORP 40,358 46,390
    ALLISON TRANSMISSION HOLDINGS 28,324 29,975
    ALLEGHANY CORP-DEL 54,553 53,125
    ALASKA AIR GROUP INC 29,036 37,960
    AFLAC INC 16,646 21,879
    HDFC BK LTDADR REPSTG 3 SHS 357,259 602,648
    ICON PLC 77,010 202,584
    SONY CORPORATION 116,509 244,965
    NOVARTIS AG 107,738 142,306
    MITSUBISHI UFJ FINANCIAL 79,660 74,083
    MEDTRONIC PLC 125,618 170,790
    JOHNSON CONTROLS 132,370 155,378
    CHUBB LTD 106,907 131,909
    ALLEGION PUBLIC LIMITED 150,316 166,540
    ALCON INC 139,563 169,107
    XYLEM INC 134,803 162,966
    WALGREEN BOOTS ALLIANCE INC 127,164 67,198
    TYSON FOODS INC-CL A 144,559 117,603
    TWITTER INC 107,857 162,558
    RPM INTERNATIONAL INC 133,585 156,232
    QUALCOMM INC 107,554 212,514
    PROCTER & GAMBLE CO 153,556 154,863
    PNC FINANCIAL SVCS GROUP INC 129,831 157,791
    PIONEER NATURAL RESOURCES 102,440 72,320
    PHILLIPS 66 127,219 117,150
    PAYPAL HOLDINGS INC 30,922 178,460
    OSHKOSH CORPORATION 106,449 159,143
    NESTLE SA 262,513 403,618
    L3HARRIS TECHNOLOGIES INC 41,936 46,877
    MARRIOTT INTERNATIONAL 18,109 34,299
    DELTA AIR LINES INC 470,500 402,100
    CVS HEALTH CORPORATION 602,781 683,000
    CORTEVA INC 419,472 774,400
    CORNING INC 875,100 2,520,000
    CONOCOPHILLIPS 528,683 599,850
    CITIGROUP INC 1,358,499 1,849,800
    CISCO SYSTEMS 1,010,382 1,342,500
    BRISTOL MYERS SQUIBB 498,800 620,300
    BANK OF AMERICA CORP 1,478,500 2,727,900
    AT & T 1,692,898 1,438,000
    APPLE INC 482,743 2,653,800
    AMGEN INC 1,052,921 1,609,440
    AMGEN INC 295,338 325,693
    DISCOVERY INC 525,500 601,800
    AMAZON.COM INC 888,978 1,751,880
    ABBVIE INC 1,139,291 1,607,250
    ABBOTT LABORATORIES 227,127 1,094,900
    MERCADOLIBRE INC 344,291 897,918
    METTLER-TOLEDO INTERNATIONAL 183,377 355,580
    RESMED INC 258,204 508,444
    ACCENTURE PLC IRELAND 238,992 538,093
    ADYEN NV 281,510 352,246
    AIA GROUP LTD 429,635 696,747
    ALCON INC 337,684 388,226
    AMADEUS IT GROUP SA AMERICAN DEPOSITARY RECEIPTS 402,034 385,946
    AON PLC 251,289 258,172
    ASML HOLDING N V 231,615 656,959
    WILLIS TOWERS 18,148 19,593
    ALCOA CORPORATION 1,252,568 1,383,000
    DOW INC 725,988 1,110,000
    DUPONT DE NEMOURS 448,987 711,100
    EHEALTH 332,500 353,050
    ALIBABA GROUP HOLDINGS 1,341,298 1,163,650
    ABB LTD 205,110 310,328
    WESTROCK COMPANY 516,500 870,600
    WESTERN DIGITAL CORP 2,976,927 2,769,500
    WALGREEN BOOTS ALLIANCE 1,387,686 1,196,400
    VIATRIS INC 1,193,448 1,544,307
    VIACOMBCS INC 693,089 558,900
    VERIZON COMMUNICATIONS 1,975,450 2,350,000
    US BACORP INC 976,333 931,800
    THE TRAVELERS COMPANIES INC 382,616 1,403,700
    TEGNA INC 350,716 418,500
    STEEL DYNAMICS INC 578,451 737,400
    PFIZER INC 1,642,825 3,681,000
    MICROSOFT CORP 266,240 1,779,360
    MICRON TECHNOLOGY INC 1,138,686 2,255,400
    MERCK & CO INC 907,319 2,045,000
    KROGER CO (THE) 967,500 952,800
    KRAFT HEINZ COMPANY 577,989 693,200
    JPMORGAN CHASE & CO 857,828 1,906,050
    JOHNSON & JOHNSON 304,389 314,760
    INTERNATIONAL PAPERS 346,364 994,400
    IBM 2,815,346 2,517,600
    INTEL CORP 435,600 996,400
    GENERAL MOTORS 1,587,374 2,498,400
    GENERAL ELECTRIC 2,664,420 2,160,000
    FREEPORT MCMORAN 328,063 780,600
    FORD MOTORS CO. 774,000 703,200
    FIRST NATIONAL BANK 310,965 743,600
    ELI LILLY 185,500 844,200
    YTE CONNECTIVITY LTD 61,465 89,834
    MARATHON PETE CORP 35,717 26,264
    ATLAS COPCO AB-SPONSORED 212,837 397,484
    CSL LTD 228,652 607,584
    TEXTRON INC 50,414 56,643
    TEMPUR SEALY INTERNATIONAL INC 13,781 15,444
    SYNCHRONY FINANCIAL 19,716 22,943
    STEEL DYNAMICS INC 38,504 46,198
    STATE STREET CORP 26,588 25,400
    SS&C TECHNOLOGIES HOLDINGS INC 18,478 26,336
    SOUTHWEST AIRLINES CO 29,054 35,051
    SLM CORPORATION 23,424 25,895
    SCIENCE APPLICATIONS INTERNATIONAL CORPORATION 39,955 47,415
    ROSS STORES INC 28,327 38,562
    ROBERT HALF INTERNATIONAL INC 29,308 33,739
    REINSURANCE GROUP OF AMERICA 39,788 36,509
    REGAL BELOIT CORPORATION 29,049 29,229
    RACKSPACE TECHNOLOGY INC 17,279 20,871
    QORVOINC COM 35,441 81,472
    PPG INDUSTRIES INC 17,355 28,267
    PPD INC COMMON STOCK 23,583 26,041
    PG&E CORP 20,199 20,484
    PARSLEY ENERGY INC CLA 31,278 40,555
    PARKER HANNIFIN CORP 36,617 57,751
    PACCAR INC 23,753 30,198
    OWENS CORNING 37,127 45,153
    OSHKOSH CORPORATION 37,313 40,539
    ON SEMICONDUCTOR CORP 27,241 47,000
    MOSAIC COMPANY 21,612 31,984
    MOLINA HEALTHCARE INC 22,637 39,133
    MOHAWK INDUSTRIES INC 30,438 39,748
    MASTEC INC 18,459 32,181
    MASCO CORP 26,068 36,638
    THE TRAVELERS COMPANIES INC 26,059 28,355
    CANADIAN PACIFIC RAILWAY 253,741 580,706
    TRUIST FINANCIAL CORPORATION 60,338 69,690
    UNIVERSAL HEALTH SERVICES INC 49,958 56,100
    DSV PANALPINA A S 152,550 514,315
    SCHLUMBERGER LTD 45,971 56,169
    RENAISSANCERE HOLDINGS LTD 24,641 24,210
    NXP SEMICONDUCTORS N V 35,213 56,449
    NORWEGIAN CRUISE LINE HOLDINGS LTD ORDINARY SHARES 17,268 24,413
    NOMAD FOODS LTD ORDINARY SHARES 17,855 23,285
    JAZZ PHARMACEUTICALS PLC US LISTED 22,021 25,748
    INTERNATIONAL GAME TECHNOLOGY PLC USD0.1 13,049 16,889
    ICON PLC 24,263 37,046
    FLEX LTD ORDINARY SHARES 18,000 28,876
    EVERTEC INC 26,507 33,933
    EVEREST GROUP LTD 47,236 49,393
    ESSENT GROUP LTD 24,416 26,093
    ULTA BEAUTY INCCOMMON STOCK 22,959 27,567
    EATON CORPORATION PLC 50,270 76,769
    AON PLC 32,351 40,986
    AMDOCX LIMITED 19,197 21,137
    ZIMMER BIOMET 49,538 60,866
    YELP INC 21,080 24,535
    XEROX HOLDINGS CORP 22,685 28,524
    WYNN RESORT 30,039 27,756
    WYNDHAM HOTELS 27,539 32,751
    WYNDHAM DESTINATIONS INC 24,302 24,269
    WHIRLPOOL CORP 38,795 51,620
    WESTERN DIGITAL CORP 32,419 41,376
    VISTRACORPCOMMON STOCK 29,968 25,794
    VALERO ENERGY CORP NEW 43,933 29,190
    US FOODS HOLD1NG CORP 19,709 20,119
    COCA COLA 37,727 47,488
    LVMH MOET HENNESSY LOUIS VUITTON SA UNSPONSORED ADR 193,734 607,362

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    STORE CAPITAL CORPORATION AT COST 464,702 774,744
    REALTY INCOME CORP AT COST 76,011 77,091
    FIRST INDUSTRIAL REALTY TRUST AT COST 98,022 245,239
    WELLTOWER INC AT COST 38,979 48,142
    REGENCY CENTERS CORP AT COST 58,901 39,754
    LAMAR ADVERTISING COMPANY AT COST 12,195 21,554
    KILROY REALTY CORP AT COST 37,085 30,135
    HEALTHPEAK PROPERTIES INC AT COST 24,727 29,353
    ESSEX PROPERTY TRUST INC AT COST 34,606 36,563
    EQUITY RESIDENTIAL AT COST 52,062 46,653
    DUKE REALTY CORP AT COST 36,035 48,843
    CYRUSONE INC AT COST 31,582 30,357
    COUSINS PROPERTIES INCORPORATED COMMON STOCK AT COST 33,244 33,266
    AMERICAN HOMES 4 RENT AT COST 26,504 32,370
    EASTGROUP PROPERTIES AT COST 62,847 92,500
    ESSENTIAL PROPERTIES REALTY AT COST 77,792 118,572
    EXTENDED STAY AMERICA INC AT COST 146,232 104,840
    GETTY REALTY CORP AT COST 65,557 71,879
    CORPORATE OFFICE PROPERTIES TRUST-SB! AT COST 79,530 78,240
    EXTENDED STAY AMERICA INC PAIRED SHARES AT COST 132,964 111,890
    SUN COMMUNITIES INC AT COST 54,577 81,749
    EQUITY LIFESTYLE PROPERTIES AT COST 57,275 75,715
    STORE CAPITAL CORPORATION AT COST 302,418 449,307
    NEW MOUNTAIN PARTNERS IV LP AT COST 2,691,170 4,830,653
    NEW MOUNTAIN PARTNERS V LP AT COST 3,509,824 5,402,392
    ATLAS PARTNERS HOLDINGS AT COST 1,844,747 2,047,800
    BMO GLOBAL ASSET MGMT AT COST 2,780,070 3,113,366
    INDUSTRY VENTURES PARTNERSHIP AT COST 1,205,994 1,940,728

    TY 2020 LegalFeesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 11,951 11,951   0


    TY 2020 OtherExpensesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SERVICES 10,130 0   10,130
    FILING FEES 2,400 0   2,400
    INSURANCE 9,048 1,810   7,238
    LARGE ARTS INITIATIVE 17,350 0   17,350
    OFFICE SUPPLIES 542 0   542
    OTHER INITIATIVES 100 0   100
    PAYROLL SERVICE 12,851 643   12,208
    POSTAGE AND DELIVERY 928 0   928
    PROGRAM EDUCATION 26,855 0   26,855
    STATE REGISTRATION 50 0   50
    TELEPHONE 5,165 0   5,165
    WEBSITE FEES AND TECH SUPPORT 20,152 0   20,152


    TY 2020 OtherIncomeSchedule2
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS -5,067 7,936 -5,067


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 906,340 906,340   0


    TY 2020 TaxesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN:
    03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NET INVESTMENT INCOME TAX 71,000 0   0
    UNRELATED BUSINESS TAX 108 108   0