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
BARBARA EMILY KNUDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12806
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALEM, OR97309
A Employer identification number

27-2245059
B Telephone number (see instructions)

(503) 371-9636
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$5,615,201J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 104,118 104,118  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 154,841
b Gross sales price for all assets on line 6a 1,780,757
7 Capital gain net income (from Part IV, line 2)... 154,841
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,086 1,086  
12 Total. Add lines 1 through 11........ 260,045 260,045  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,156 0   36,156
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,650 4,325   4,325
c Other professional fees (attach schedule).... Click to see attachment 38,124 38,124   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,185 1,317   668
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 583 0   583
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,058 0   1,058
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,756 43,766   42,790
25 Contributions, gifts, grants paid....... 211,990 211,990
26 Total expenses and disbursements. Add lines 24 and 25 302,746 43,766   254,780
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,701
b Net investment income (if negative, enter -0-) 216,279
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......... 22,272 24,587 24,587
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 944,891 Click to see attachment689,474 689,474
b Investments—corporate stock (attach schedule)....... 2,797,118 Click to see attachment3,230,971 3,230,971
c Investments—corporate bonds (attach schedule)....... 591,791 Click to see attachment733,879 733,879
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 820,360 Click to see attachment936,250 936,250
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment576 Click to see attachment40 Click to see attachment40
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,177,008 5,615,201 5,615,201
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,177,008 5,615,201
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,177,008 5,615,201
30 Total liabilities and net assets/fund balances (see instructions). 5,177,008 5,615,201
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
5,177,008
2
Enter amount from Part I, line 27a .....................
2
-42,701
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
480,894
4
Add lines 1, 2, and 3 ..........................
4
5,615,201
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
5,615,201
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 306,667   328,037 -21,370
b 1,464,774   1,297,879 166,895
c 9,316     9,316
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       -21,370
b       166,895
c       9,316
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 2 154,841
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 3,006
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 3,006
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 3,006
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,120
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 4,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
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 1,106
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,106 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
     
    No
    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 addressbulletHTTP://WWW.GOSW.ORG/SITES/KNUDSONFOUNDATION/
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (503) 371-9636

    Located atbulletPO BOX 12806SALEMOR ZIP+4bullet97309
    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
    EMILEE PROVOST DIRECTOR
    2.00     		8,433 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    RICHARD MCGINTY TREASURER
    2.00     		7,500 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    PATRICK MELIUS PRESIDENT
    2.00     		7,036 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    SHARON SMITH SECRETARY
    2.00     		8,117 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    STEPHEN BLOWERS DIRECTOR
    2.00     		5,070 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,014,984
    b
    Average of monthly cash balances.......................
    1b
    135,698
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,150,682
    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
    5,150,682
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    77,260
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,073,422
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    253,671
    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
    253,671
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,006
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,006
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    250,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    250,665
    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
    250,665
    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
    254,780
    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
    254,780
    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
    254,780
    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 7 250,665
    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...... 7,316
    b From 2016...... 11,130
    c From 2017...... 3,957
    d From 2018...... 5,223
    e From 2019...... 2,084
    fTotal of lines 3a through e........ 29,710
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 254,780
    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..... 250,665
    e Remaining amount distributed out of corpus 4,115
    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 33,825
    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) ...     		7,316
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		26,509
    10 Analysis of line 9:
    a Excess from 2016.... 11,130
    b Excess from 2017.... 3,957
    c Excess from 2018.... 5,223
    d Excess from 2019.... 2,084
    e Excess from 2020.... 4,115
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADELANTE MUJERES
    2030 MAIN ST STE A
    FOREST GROVE,OR97116     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    BETHLEHEM INN
    PO BOX 8540
    BEND,OR97708     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CANYON CRISIS & RESOURCE CENTER
    825 NW SANTIAM BLVD
    MILL CITY,OR97360     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    CENTER 50 (FRIENDS OF SALEM SENIOR CENTER)
    2615 PORTLAND RD NE
    SALEM,OR97301     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CENTER FOR HOPE AND SAFETY
    605 CENTER ST NE
    SALEM,OR97301     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    CLATSOP COMMUNITY COLLEGE
    1651 LEXINGTON AVE
    ASTORIA,OR97103     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    COCC FOUNDATION
    2800 NW COLLEGE WAY
    BEND,OR97701     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    COLUMBIA GORGE COMMUNITY COLLEGE
    400 E SCENIC DR
    THE DALLES,OR97058     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    EUGENE MISSION
    1542 WEST FIRST AVE
    EUGENE,OR97440     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,490
    FAMILY BUILDING BLOCKS
    2425 LANCASTER DR NE
    SALEM,OR97305     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    JACKSON ST YOUTH SHELTER
    555 NW JACKSON AVE
    CORVALLIS,OR97339     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    JEFFERSON COUNTY FAITH BASED NETWORK
    PO BOX 416
    MADRAS,OR977410052     		NONE PUBLIC CHARITY GENERAL SUPPORT 500
    LANE COMMUNITY COLLEGE FOUNDATION
    4000 EAST 30TH AVENUE
    EUGENE,OR97405     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    LAPINE COMMUNITY KITCHEN
    PO BOX 813
    LA PINE,OR97739     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,500
    LATINO COMMUNITY ASSOCIATION
    1130 NW HARRIMAN ST
    BEND,OR97701     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    LINN BENTON COMMUNITY COLLEGE
    6500 PACIFIC BLVD SW
    ALBANY,OR97321     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    MARION-POLK FOOD SHARE
    1660 SALEM INDUSTRIAL DRIVE NE
    SALEM,OR97301     		NONE PUBLIC CHARITY GENERAL SUPPORT 12,000
    NEIGHBORHOOD IMPACT
    20310 EMPIRE AVE A100
    BEND,OR97701     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    OUTSIDE INN
    1132 SW 13TH AVENUE
    PORTLAND,OR97205     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    PET EVACUATION TEAM
    PO BOX 922
    REDMOND,OR97756     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PHILOMATH YOUTH ACTIVITES CLUB
    PO BOX 1358
    PHILOMATH,OR97370     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SALEM POLICE FOUNDATION
    PO BOX 2631
    SALEM,OR97308     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    SAVING GRACE
    450 OLD DEL RIO ROAD
    ROSEBURG,OR97471     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    SHANGRI LA SALEM
    4080 REED RD SE 150
    SALEM,OR97302     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SISTERS OF THE ROAD
    133 NW SIXTH AVE
    PORTLAND,OR97209     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SOUTHWEST OREGON CC FOUNDATION
    1988 NEWMARK AVENUE
    COOS BAY,OR97420     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219     		NONE PUBLIC CHARITY GENERAL SUPPORT 11,000
    UMPQUA COMMUNITY COLLEGE
    1140 UMPQUA COLLEGE RD
    ROSEBURG,OR97470     		NONE PUBLIC CHARITY STUDENT EMERGENCY FUND 7,000
    SANTIAM CANYON WILDFIRE RELIEF FUND
    11758 SUBLIMITY RD
    SUBLIMITY,OR97385     		NONE PUBLIC CHARITY GENERAL SUPPORT 20,000
    EVERY CHILD OREGON - LINN BENTON
    PO BOX 1798
    ALBANY,OR97339     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    INTEGRATED SUPPORT FOR LIVING
    1880 FISHER RD NE
    SALEM,OR97305     		NONE PUBLIC CHARITY GENERAL SUPPORT 13,500
    PHILOMATH FOOD BANK
    360 S 9TH ST
    PHILOMATH,OR97370     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PHOENIX TALENT FIRE RELIEF FUND
    PO BOX 698
    PHOENIX,OR97535     		NONE PUBLIC CHARITY GENERAL SUPPORT 19,000
    ST VINCENT DE PAUL
    PO BOX 7864
    SALEM,OR97303     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    YAMHILL COMMUNITY ACTION PROGRAM
    1317 NE DUSTIN CT
    MCMINNVILLE,OR97128     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    Total .................................bullet 3a 211,990
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 104,118  
    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 ............     		    18 154,841  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    01 1,086  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 260,045 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    260,045
    (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:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,650 4,325   4,325

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LOWE'S COMPANIES 25,545 25,545
    THE GOLDMAN SACH 31,693 31,693
    GEORGIA POWER CO 33,188 33,188
    BNSF LLC 32,495 32,495
    FEDEX CORP 55,227 55,227
    AMERICAN TOWER CORP 33,920 33,920
    GENERAL MILLS 54,235 54,235
    AMGEN INC 32,927 32,927
    JP MORGAN CHASE 33,256 33,256
    MORGAN STANLEY 34,366 34,366
    COMCAST CORP 33,761 33,761
    MERCK & CO INC 39,776 39,776
    WELLS FARGO & CO 41,406 41,406
    STARBUCKS CORP 32,381 32,381
    METLIFE INC 43,970 43,970
    VERIZON COMMUNIC 40,739 40,739
    THE HOME DEPOT 35,299 35,299
    MCDONALD'S CORP 66,190 66,190
    INTEL CORP 33,505 33,505

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 69,648 69,648
    ALIBABA GROUP HOLDING 9,309 9,309
    ALLSTATE CORP 34,078 34,078
    ALPHABET INC 148,974 148,974
    AMAZON.COM INC 107,479 107,479
    AMETEK INC 44,748 44,748
    AMGEN INC 34,488 34,488
    ANALOG DEVICES INC 84,206 84,206
    AON PLC 6,338 6,338
    APPLE INC 203,281 203,281
    AVERY DENNISON CORP 52,737 52,737
    BEST BUY INC 33,929 33,929
    BHP GROUP LTD 13,068 13,068
    BROADCOM INC 67,867 67,867
    CACI INC 18,700 18,700
    CANADIAN PAC RAILWAY 12,134 12,134
    CARRIER GLOBAL CORP 40,738 40,738
    CELANESE CORP 19,491 19,491
    CHECK PT SOFTWARE 5,981 5,981
    CHEVRON CORP 29,558 29,558
    CHUBB LTD 6,157 6,157
    CREDIT SUISSE GROUP 20,480 20,480
    DANA HOLDING CORP 27,523 27,523
    DBS GROUP HOLDINGS 10,647 10,647
    DELL TECHNOLOGIES 21,254 21,254
    ELECTRONIC ARTS INC 35,900 35,900
    ENTERGY CORP 25,958 25,958
    FACEBOOK INC 65,558 65,558
    FERGUSON PLC 18,286 18,286
    FORTIVE CORP 23,371 23,371
    HOME DEPOT INC 71,717 71,717
    HONEYWELL INTL INC 76,572 76,572
    HOYA CORP 18,737 18,737
    ING GROEP ADR 11,234 11,234
    INTERCONTL HTLS 8,726 8,726
    JBS S A 8,794 8,794
    JOHNSON & JOHNSON 37,771 37,771
    JPMORGAN CHASE & CO 90,220 90,220
    KINGFISHER PLC 17,089 17,089
    KONINKLIJKE PHILIPS 5,688 5,688
    LEGGETT & PLATT INC 38,541 38,541
    LEGRAND SA 16,437 16,437
    MASCO CORP 51,634 51,634
    MASTERCARD INC 23,201 23,201
    MEDTRONIC PLC 25,771 25,771
    MERCK & CO INC 44,172 44,172
    MICROSOFT CORP 216,860 216,860
    MONDELEZ INTL 17,541 17,541
    MORGAN STANLEY 52,083 52,083
    MOTOROLA SOLUTIONS 23,808 23,808
    NICE LTD 12,759 12,759
    NIKE INC 36,782 36,782
    NOVO-NORDISK A S 8,731 8,731
    NUANCE COMMUN INC 38,358 38,358
    NXP SEMICONDUCTORS 20,671 20,671
    ORIZ CORP 8,506 8,506
    PARKER-HANNIFIN CORP 35,413 35,413
    PETROLEO BRASILEIRO 5,840 5,840
    PHILIP MORROS INTL 50,502 50,502
    PROCTER & GAMBLE 41,742 41,742
    QUALCOMM INC 42,655 42,655
    RECRUIT CO LTD 6,223 6,223
    ROCHE HLDG AG 15,344 15,344
    ROCKWELL AUTOMATION 31,351 31,351
    RWE AG ORD 11,883 11,883
    S&P GLOBAL INC 32,873 32,873
    SCHLUMBERGER LTD 23,795 23,795
    SHIN ETSU CHEMICAL CO 14,294 14,294
    SONY CORP 30,836 30,836
    STRYKER CORP 26,954 26,954
    TFI INTERNTNL INC 6,705 6,705
    TENCENT HOLDINGS 10,065 10,065
    THERMO FISHER SCNTFC 81,512 81,512
    TJX COMPANIES INC 45,754 45,754
    TORONTO-DOMINION BK 11,284 11,284
    TOTAL SE 9,849 9,849
    TRUST FINL CORP 62,069 62,069
    UNILEVER PLC 9,959 9,959
    UNION PACIFIC CORP 39,562 39,562
    UNITEDHEALTH GRP INC 54,355 54,355
    VERIZON COMMUNICATN 24,088 24,088
    VISA INC 89,679 89,679
    VOYA FINL INC 46,460 46,460
    WALMART INC 18,739 18,739
    WALT DISNEY CO 47,107 47,107
    ZOETIS INC 29,790 29,790

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    US Government Securities - End of Year Book Value:

    689,474
    US Government Securities - End of Year Fair Market Value:

    689,474
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES MSCI EAFE SMALL FMV 30,757 30,757
    ISHARES MSCI JAPAN ETF FMV 14,863 14,863
    ISHARES RUSSELL 2000 FMV 174,493 174,493
    HARDING LOEVNER INSTL EM FMV 118,117 118,117
    JPMORGAN US SMALL COMPAN FMV 155,615 155,615
    MATTHEWS PACIFIC TIGER FMV 73,636 73,636
    VERSUS CAP MULTI-MAN FMV 186,236 186,236
    VERSUS CAP REAL ASSETS FMV 142,003 142,003
    BOSTON PROPERTIES FMV 18,906 18,906
    DIGITAL REALTY TRUST FMV 21,624 21,624

    TY 2020 OtherAssetsSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST PURCHASED 576 40 40


    TY 2020 OtherExpensesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 144 0   144
    INSURANCE 914 0   914


    TY 2020 OtherIncomeSchedule2
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,086 1,086 1,086


    TY 2020 OtherIncreasesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Amount
    UNREALIZED GAINS 479,394
    PRIOR PERIOD ADJUSTMENT 1,500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 38,124 38,124   0


    TY 2020 TaxesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,317 1,317   0
    STATE CT-12 FEE 668 0   668
    FEDERAL TAXES 4,200 0   0