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
RAYMOND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12475
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97212
A Employer identification number

56-6502391
B Telephone number (see instructions)

(888) 730-4933
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$29,716,666J 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) 725,584
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,063 11,063  
4 Dividends and interest from securities... 699,854 699,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -332,271
b Gross sales price for all assets on line 6a 2,912,837
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 81,632 81,632  
12 Total. Add lines 1 through 11........ 1,185,862 792,549  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 0   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 174,088 174,088   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 105,251 510   3,641
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,695 0   4,695
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 320,034 174,598   44,336
25 Contributions, gifts, grants paid....... 1,560,084 1,560,084
26 Total expenses and disbursements. Add lines 24 and 25 1,880,118 174,598   1,604,420
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -694,256
b Net investment income (if negative, enter -0-) 617,951
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......... 2,639,467 1,113,474 1,113,474
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) 217,744 Click to see attachment75,854 79,973
b Investments—corporate stock (attach schedule)....... 15,269,150 Click to see attachment15,924,910 21,888,091
c Investments—corporate bonds (attach schedule)....... 1,990,437 Click to see attachment2,426,092 2,736,619
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,253,136 Click to see attachment3,376,172 3,898,509
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,369,934 22,916,502 29,716,666
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 23,369,934 22,916,502
29 Total net assets or fund balances (see instructions)..... 23,369,934 22,916,502
30 Total liabilities and net assets/fund balances (see instructions). 23,369,934 22,916,502
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
23,369,934
2
Enter amount from Part I, line 27a .....................
2
-694,256
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
240,824
4
Add lines 1, 2, and 3 ..........................
4
22,916,502
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
22,916,502
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 P 2019-01-01 2020-12-31
b PUBLICLY TRADED SECURITIES P 2019-01-01 2020-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,775,710   2,105,691 -329,981
b 1,137,127   1,139,417 -2,290
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -329,981
b       -2,290
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -332,271
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 8,590
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 8,590
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 8,590
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 77,114
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 77,114
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 68,524
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet68,524 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)
    bulletUT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDANI KERRIGAN Telephone no.bullet (888) 730-4933

    Located atbulletPO BOX 12475PORTLANDOR ZIP+4bullet97212
    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
    DANIELA MEGAN KERRIGAN DIRECTOR
    43.00     		0 0 0
    PO BOX 12475
    PORTLAND,OR97212
    ROBERT RAYMOND DIRECTOR
    1.00     		0 0 0
    PO BOX 12475
    PORTLAND,OR97212
    WILLIAM KERRIGAN DIRECTOR
    1.00     		0 0 0
    PO BOX 12475
    PORTLAND,OR97212
    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
    24,838,440
    b
    Average of monthly cash balances.......................
    1b
    1,893,382
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,731,822
    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
    26,731,822
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    400,977
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,330,845
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,316,542
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,316,542
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,590
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,590
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,307,952
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,307,952
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,307,952
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,604,420
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,604,420
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,604,420
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,307,952
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,588,242
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,604,420
    a Applied to 2019, but not more than line 2a 1,588,242
    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..... 16,178
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		1,291,774
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    ACCESS INC
    500 OFFICE CENTER DR SUITE 100
    FORT WASHINGTON,PA19034     		NONE PC TO EMPOWER AND SERVE PEOPLE IN NEED OF SPECIALIZED SUPPORT 5,000
    ADDICTION RECOVERY CENTER
    PO BOX 1182
    CAMPBELL,CA950091182     		NONE PC TO PROVIDE THE OPPORTUNITY FOR INDIVIDUALS AND THEIR FAMILIES TO CHOOSE A HEALTHIER WAY OF LIFE 5,000
    ADOPT-A-NATIVE-ELDER PROGRA
    328 WEST GREGSON AVENUE
    SALT LAKE CITY,UT84115     		NONE PC TO CREATE A BRIDGE OF HOPE BETWEEN NATIVE AMERICANS AND OTHER CULTURES 5,000
    ALL SAINTS SCHOOL
    601 NE CESAR E CHAVEZ BLVD
    PORTLAND,OR97232     		NONE PC TO CULTIVATE A UNIFIED FAITH-CENTERED COMMUNITY AND, IN PARTNERSHIP WITH PARENTS, PREPARE STUDENTS TO BE LIFE-LONG LEARNERS WHO ARE RESPONSIBLE CITIZENS COMMITTED TO THE VALUES OF CHRIST 40,000
    APPALSHOP
    91 MADISON AVENUE
    WHITEBURG,KY41858     		NONE PC TO ENLIST THE POWER OF EDUCATION, MEDIA, THEATER, MUSIC, AND OTHER ARTS TO DOCUMENT, DISSEMINATE, AND REVITALIZE THE LASTING TRADITIONS AND CONTEMPORARY CREATIVITY OF APPALACHIA. 5,000
    ARMY EMERGENCY RELIEF
    2530 CRYSTAL DR SUITE 13161
    ARLINGTON,VA22202     		NONE PC TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO U.S. ARMY SOLDIERS (BOTH ACTIVE DUTY AND RETIREES) 10,000
    ASANTE FOUNDATION
    229 N BARTLETT ST
    MEDFORD,OR97501     		NONE PC TO ENHANCE HEALTH CARE IN OUR REGION 100,000
    ASHLAND INDEPENDENT FILM
    PO BOX 218
    ASHLAND,OR97520     		NONE PC TO CELEBRATE THE DIVERSITY OF HUMAN EXPERIENCE THROUGH THE ART OF INDEPENDENT FILM BY ENRICHING, EDUCATING AND INSPIRING ALL AUDIENCES 5,000
    BIODYNAMIC ASSOCIATION
    PO BOX 557
    EAST TROY,WI53120     		NONE PC TO ENERGIZE AND POTENTIZE THE BIODYNAMIC COMMUNITY, CO-CREATING POSITIVE TRANSFORMATION THROUGH DYNAMIC MOVEMENT. 5,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    CHESTNUT,MA02467     		NONE PC TO SUPPORT THE APPALACHIA VOLUNTEERS PROGRAM 1,000
    BOYS HOPE GIRLS HOPE
    12120 BRIDGETON SQUARE DRIVE
    BRIDGETON,MO630442607     		NONE PC TO SUPPORT NATIONWIDE AND INTERNATIONAL RESIDENTIAL AND EDUCATIONAL PROGRAM 100,000
    BRITT MUSIC & ARTS FESTIVAL
    216 W MAIN ST
    MEDFORD,OR97501     		NONE PC TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION 5,000
    BUBBAVILLE INC
    PO BOX 6012
    PORTLAND,OR97228     		NONE PC TO SUPPORT OLD-TIME MUSIC AND DANCE IN PORTLAND, OREGON 15,000
    BUTTONWOOD FOUNDATION
    11 WALL ST 21ST FL
    NEW YORK,NY10005     		NONE PC TO PROVIDE SCHOLARSHIPS, GRANTS AND HONORARIUM TO QUALIFYING COLLEGE STUDENTS OF NEW YORK STOCK EXCHANGE 10,000
    CAMELOT THEATRE COMPANY
    PO BOX 780
    TALENT,OR97540     		NONE PC TO SUPPORT TO PRODUCE HIGH-QUALITY AFFORDABLE PLAYS, MUSICALS AND MUSICAL EVENTS WHILE PROVIDING A SUPPORTIVE ENVIRONMENT '" FOR PROFESSIONAL AND AMATEUR THEATER ARTISTS AND TECHNICIANS AND INSPIRING AND TRAINING ADULTS, TEENS, AND ~ CHILDREN IN THE THEATER ARTS 5,000
    CASA OF JACKSON COUNTY
    409 N FRONT ST
    MEDFORD,OR97501     		NONE PC TO PROVIDE SPECIALLY TRAINED COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 20,000
    CHEBEAGUE & CUMBERLAND LAND TRUST
    371 TUTTLE ROAD 2
    CUMBERLAND,ME04021     		NONE PC TO PRESERVE AND PROTECT THE INTRINSIC VALUES AND PUBLIC BENEFITS OF THE NATURAL RESOURCES IN THE TOWNS OF CHEBEAGUE ISLAND AND CUMBERLAND 52,000
    CHEBEAGUE ISLAND LIBRARY
    247 SOUTH RD UNIT 3
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 5,000
    CHEBEAGUE ISLAND COMMUNITY
    247 SOUTH RD UNIT 3
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 2,500
    CHEBEAGUE ISLAND COUNCIL
    PO BOX 12
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO FUND AND MANAGE THE HEALTH CENTER 5,250
    CHEBEAGUE ISLAND HISTORICAL
    PO BOX 28
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO RESEARCH AND RECORD THE PAST AND PRESENT HISTORY OF CHEBEAGUE ISLAND 1,000
    CHEBEAGUE ISLAND LIVING HISTORY FARM
    PO BOX 43
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO HELP THREE-DIMENSIONAL SETTING TO LEARN ABOUT THE ISLAND'S SIGNIFICANT AGRICULTURAL PAST AND ITS FOLK CULTURE 20,000
    CHEBEAGUE RECREATION CENTER
    382 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE CHILDREN, TEENAGERS, ADULTS, AND SENIORS WITH A FACILITY IN WHICH THEY CAN PARTICIPATE 5,000
    CHEBEAGUE UNITED METHODIST
    258 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO TEACH MORE ABOUT THE WAYS YOU CAN CONNECT WITH OUR CHURCH COMMUNITY 1,000
    CHILDREN'S ADVOCACY CENTER
    122 NE 47TH STREET
    NEWPORT,OR97365     		NONE PC TO OFFER CHILD ABUSE INTERVENTION AND ASSESSMENT SERVICES IN A SAFE, NEUTRAL AND SUPPORTIVE ENVIRONMENT 5,000
    CHILDREN'S HEALING ART PROJ
    8065 SE GRAND AVE STE 160
    PORTLAND,OR97202     		NONE PC TO BRING THE HEALING POWER OF ART TO CHILDREN AND FAMILIES FACING MEDICAL CHALLENGES 5,000
    COMMUNITY HEALTH CENTER
    110 S WOODLAND ST
    WINTER GARDEN,FL34787     		NONE PC TO PROVIDE QUALITY AND COMPASSIONATE PRIMARY HEALTHCARE SERVICES 5,000
    COMMUNITY WORKS INC
    168 NEWBURY STREET
    LAWRENCE,MA01841     		NONE PC TO PROVIDE COMMUNITY DEVELOPMENT 5,000
    COMPASSION HIGHWAY PROJECT
    PO BOX 1653
    MEDFORD,OR97501     		NONE PC TO HELP CONNECT AND PROVIDE TO THE COMMUNITY 40,000
    CRAG LAW CENTER
    3141 E BURNSIDE
    PORTLAND,OR97214     		NONE PC TO PROTECT AND SUSTAIN THE PACIFIC NORTHWEST'S NATURAL LEGACY 40,000
    CRATERIAN PERFORMANCES
    23 S CENTRAL AVE
    MEDFORD,OR97501     		NONE PC TO ENHANCE THE CULTURAL OPPORTUNITIES OF THE REGION AND INCREASE COMMUNITY PRIDE 5,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE PC TO HELP PROVIDE LIFESAVING MEDICAL CARE TO THOSE MOST IN NEED 5,000
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		NONE PC TO STRENGTHEN FAMILIES SO THAT CHILDREN CAN LIVE SAFELY AND DEVELOP FULLY IN THEIR PARENTS' CARE 5,000
    FAMILY SOLUTIONS
    201 W MAIN ST STE 4B
    MEDFORD,OR97501     		NONE PC TO PROVIDE THE HIGHEST QUALITY AND COST EFFECTIVE MENTAL HEALTH SERVICES TO THE MOST VULNERABLE YOUTH 5,000
    FOREST PARK CONSERVANCY
    833 SW 11TH SUITE 800
    PORTLAND,OR97205     		NONE PC TO HELP PROTECT AND FOSTER THE ECOLOGICAL HEALTH OF FOREST PARK 20,000
    FRIENDS OF ANIMAL SHELTER
    PO BOX 1013
    PHOENIX,OR97535     		NONE PC TO RECRUIT AND TRAIN VOLUNTEERS WHO WILL SAVE LIVES BY INCREASING PET ADOPTIONS AT THE JACKSON COUNTY 2,500
    FRIENDS OF CALLIGRAPHY
    PO BOX 425194
    SAN FRANCISCO,CA94142     		NONE PC TO HELP ENCOURAGE INDIVIDUAL EXCELLENCE, TO FOSTER A WIDER APPRECIATION AND DEEPER UNDERSTANDING OF CALLIGRAPHY, ITS HISTORY AND APPLICATIONS 1,000
    FRIENDS OF THE STRAND INC
    PO BOX 4186
    MARIETTA,GA30061     		NONE PC TO PARTNER AND SERVE BY PROVIDING CULTURAL ENTERTAINMENT, PROGRAMS, AND MEETING SPACE THAT IS ACCESSIBLE 3,000
    GEORGES RIVER LAND TRUST
    8 N MAIN ST SUITE 200
    ROCKLAND,ME04841     		NONE PC TO PROTECT THE SPECIAL PLACES IN OUR LANDSCAPE THAT HOLD CONSERVATION VALUE 5,000
    GMHC INC
    2701 DAVIS ST
    MERIDIAN,MS39301     		NONE PC TO PROVIDE QUALITY AFFORDABLE PRIMARY CARE SERVICES IN A SAFE ENVIRONMENT THAT PRESERVES HUMAN DIGNITY WITH CULTURAL SENSITIVITY 10,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PC TO PROVIDE GUIDE DOGS TO PEOPLE WITH VISION LOSS 5,000
    HEARTS WITH A MISSION
    711 MEDFORD CENTER 334
    MEDFORD,OR97504     		NONE PC TO SERVE HOMELESS, RUNAWAY, AND TRANSITIONAL YOUTH IN CRISIS BY PROVIDING SHELTER, EDUCATIONAL SUPPORT 5,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		NONE PC TO BUILD AN ENDOWMENT TO GENERATE ONGOING SUPPORT FOR THE WORK OF HEIFER PROJECT INTERNATIONAL 10,000
    HIMALAYAN STOVE PROJECT
    PO BOX 3648
    TAOS,NM87571     		NONE PC TO PRESERVE THE HIMALAYAN ENVIRONMENT 5,000
    ISLAND COMMONS RESOURCE CEN
    132 LITTLEFIELD RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO SUPPOT OPERATION OF AN ADULT FAMILY CARE HOME FOR THE BENEFIT OF ELDERLY RESIDENTS OF CHEBEAGUE ISLAND 88,000
    ISLAND INSTITUTE
    386 MAIN ST
    ROCKLAND,ME04841     		NONE PC TO SUSTAIN MAINE'S ISLAND AND REMOTE COASTAL COMMUNITIES, AND TO EXCHANGE IDEAS AND EXPERIENCES 5,000
    JACKSON COUNTY LIBRARY
    205 S CENTRAL AVE
    MEDFORD,OR97501     		NONE PC TO HELP CONNECT EVERYONE TO INFORMATION, IDEAS AND EACH OTHER 5,000
    JACKSONVILLE COMMUNITY CENTER
    1823 JACKSONVILLE JOBSTOWN RD
    BORDENTOWN,NJ08505     		NONE PC TO HELPCOMMUNITIESDISCOVER, APPLY, SUSTAIN COMMUNITYPLANNING 5,000
    JACKSONVILLE SENIOR CENTER
    100 VICTORY CIRCLE
    JACKSONVILLE,AR72076     		NONE PC TO PROVIDE A PLACE FOR SENIOR ADULTS TO SOCIALIZE, HAVE A HOT MEAL AND STAY ACTIVE 5,000
    JACKSONVILLE WOODLANDS
    PO BOX 1210
    JACKSONVILLE,OR97530     		NONE PC TO PRESERVE FORESTED OPEN SPACE 12,500
    JEFFERSON PUBLIC RADIO
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		NONE PC TO FOSTER THE HUMAN INTELLECTUAL AND CREATIVE SPIRIT 5,000
    JESUIT VOLUNTEER CORPS
    801 SAINT PAUL ST
    BALTIMORE,MD21202     		NONE PC TO CREATE A MORE JUST AND HOPEFUL WORLD, THE JESUIT VOLUNTEER CORPS ENGAGES PASSIONATE YOUNG PEOPLE IN VITAL SERVICE WITHIN POOR COMMUNITIES, FOSTERING THE GROWTH OF LEADERS COMMITTED TO FAITH IN ACTION 20,000
    KAIROS JACKSON SERVICES
    1175 E MAIN ST
    MEDFORD,OR97504     		NONE PC TO COLLABORATE WITH YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO PROVIDE INTENSIVE MENTAL HEALTH SERVICES 5,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212     		NONE PC TO CLOSE THE RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS 75,000
    LATINO NETWORK
    410 NE 18TH AVENUE
    PORTLAND,OR97232     		NONE PC TO POSITIVELY TRANSFORM THE LIVES OF LATINO YOUTH, FAMILIES, AND COMMUNITIES 25,000
    LIFELONG SKILLS FOUNDATION
    PO BOX 58492
    SALT LAKE,UT84158     		NONE PC TO PROVIDE A SAFETY NET AND SUPPORT NETWORK FOR TRANSITION AGE YOUTH 5,000
    LIVES IN THE BALANCE
    85 EXCHANGE STREET SUITE 201
    PORTLAND,ME04101     		NONE PC TO PROVIDE VITAL RESOURCES TO CAREGIVERS OF CHALLENGING KIDS AND HEIGHTENS AWARENESS OF THE DETRIMENTAL EFFECTS OF PUNITIVE INTERVENTIONS 10,000
    LIVING OPPORTUNITIES
    PO BOX 1105
    MEDFORD,OR97501     		NONE PC TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THE SAME NEIGHBORHOODS 10,000
    MAGDALENE HOME
    7363 ROCKPOINT LN
    TYLER,TX75703     		NONE PC TO TEACH AND PREACH THE GOSPEL THROUGH SPEAKING ENGAGEMENTS 5,000
    MAINE FARMLAND TRUST
    97 MAIN STREET
    BELFAST,ME04915     		NONE PC TO PROTECT FARMLAND, SUPPORT FARMERS, AND ADVANCE THE FUTURE OF FARMING 5,000
    MARTHA O'BRYAN CENTER
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206     		NONE PC TO EMPOWER CHILDREN, YOUTH, AND ADULTS IN POVERTY TO TRANSFORM THEIR LIVES THROUGH WORK, EDUCATION 5,000
    MASLOW PROJECT
    500 MONROE ST
    MEDFORD,OR97501     		NONE PC TO OFFER EVERY HOMELESS CHILD AND YOUTH THE PROBABILITY OF SUCCESS AND THE OPPORTUNITY 5,000
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT ST
    PORTLAND,OR97214     		NONE PC TO HELP PEOPLE MOVE BEYOND THE LIMITATIONS OF POVERTY, INEQUITY AND SOCIAL ISOLATION 15,000
    NATURAL RESOURCES COUNCIL
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PC TO PROTECT, RESTORE, AND CONSERVE MAINE'S ENVIRONMENT, NOW AND FOR FUTURE GENERATIONS 5,000
    OMSI
    1945 SE WATER AVE
    PORTLAND,OR97214     		NONE PC TO INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION 45,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVE
    PORTLAND,OR97205     		NONE PC TO HELP DEDICATE TO MAKING OREGON'S LONG, RICH HISTORY VISIBLE AND ACCESSIBLE TO ALL 1,000
    OREGON PUBLIC BROADCASTING
    7140 S MACADAM AVE
    PORTLAND,OR97219     		NONE PC TO HELP PROVIDE AN INDEPENDENT MEDIA VOICE 5,000
    OREGON SHAKESPEARE FESTIVAL
    15 SOUTH PIONEER STREET
    ASHLAND,OR97520     		NONE PC TO REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS 5,000
    OUT MAINE
    PO BOX 1723
    ROCKLAND,ME04841     		NONE PC TO SUPPORT AND EMPOWER LGBTQ 5,000
    PEAR
    338 NW 6TH
    PORTLAND,OR97209     		NONE PC TO MENTOR PORTLAND'S HOMELESS YOUTH TO AFFIRM PERSONAL WORTH AND CREATE HEALTHIER LIVES AND COMMUNITIES 100,000
    PAW FUND
    PO BOX 99485
    EMERYVILLE,CA94662     		NONE PC TO HELP PEOPLEHELP THEIR PETS 50,000
    PETA
    501 FRONT ST
    NORFOLK,VA23510     		NONE PC TO HELP ESTABLISHING AND PROTECTING THE RIGHTS OF ALL ANIMALS 50,000
    PLANNED PARENTHOOD SOUTH
    123 WILLIAM ST
    NEW YORK,NY10038     		NONE PC TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS 10,000
    POPE MEMORIAL HUMANE SOCIET
    PO BOX 1294
    ROCKLAND,ME04841     		NONE PC TO CARE FOR AND PLACE UNWANTED AND ABANDONED ANIMALS IN LOVING HOMES 5,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR972113966     		NONE PC TO SUPPORT THE DEVELOPMENT OF NEW PLAYS, EDUCATING YOUNG PEOPLE, AND REINVENTING THE MEANS 70,000
    PROVIDENCE COMMUNITY HEALTH
    375 ALLENS AVE
    PROVIDENCE,RI02905     		NONE PC TO HELP IMPROVE THE WELL-BEING OF THE COMMUNITIES WE SERVE BY PROVIDING HIGH QUALITY, ACCESSIBLE, PATIENT-CENTERED CARE REGARDLESS OF CULTURAL BACKGROUND, SOCIAL BARRIERS, OR ABILITY TO PAY 35,000
    RANDALL THEATRE COMPANY
    10 E 3RD ST
    MEDFORD,OR97501     		NONE PC TO BRING TOGETHER THE BEST IN SOUTHERN OREGON ACTORS, DIRECTORS AND TECHNICAL STAFF IN AN INVITING AND MEANINGFUL SETTING 5,000
    ROGUE RETREAT
    1410 W 8TH ST
    MEDFORD,OR975012918     		NONE PC TO PROVIDE TREATMENT, TRANSITIONAL HOUSING, VOCATIONAL DEVELOPMENT AND REFERRALS TO LOW INCOME INDIVIDUALS 10,000
    ROGUE VALLEY DIST COUNCIL
    155 N 1ST STREET
    CENTRAL POINT,OR97502     		NONE PC TO PROMOTE QUALITY OF LIFE 5,000
    SAN FRANCSICO CHAMBER ORCHESTRA
    601 VAN NESS AVE SUITE E-517
    SAN FRANCISCO,CA94102     		NONE PC TO HELP MAKE CLASSICALMUSICACCESSIBLE TO AUDIENCES OF ALL AGES AND BACKGROUNDS ACROSS THE BAY AREA 50,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE ROAD
    JACKSONVILLE,OR97530     		NONE PC TO HELP PEOPLE, ANIMALS, AND THE EARTH WORK TOGETHER FOR MUTUAL HEALING. 5,000
    SANTA SABINA CENTER
    5 MAGNOLIA AVE
    SAN RAFAEL,CA94901     		NONE PC TO HELP PROVIDE A PLACE OF STUDY, PRAYER AND COMMUNITY AS THEY EXTEND THE MINISTRY OF THE DOMINICAN SISTERS OF SAN RAFAEL IN SUPPORT OF CONTEMPLATIVE SPIRITUAL EXPLORATION 10,000
    SCIENCE WORKS
    1500 E MAIN ST
    ASHLAND,OR97520     		NONE PC TO SUPPORT EDUCATING VISITORS IN SCIENCE AND TECHNOLOGY, WHILE PROVIDING AN ENTERTAINING DESTINATION 2,500
    SNYP SPAYNEUTER CLINIC
    111 N PACIFIC HWY
    TALENT,OR97540     		NONE PC TO HELP PROVIDING AFFORDABLE SPAY/NEUTER SERVICES 5,000
    SOCIAL VENTURE PARTNERS
    308 SW 1ST AVE 158
    PORTLAND,OR97204     		NONE PC TO INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY CAUSES. 35,000
    SOLDIER'S BEST FRIEND
    14505 N 75TH AVE
    PEORIA,AZ853814702     		NONE PC TO PROVIDE UNITED STATES MILITARY VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER 5,000
    SOUTHERN OREGON HUMANE SOCIETY
    2910 TABLE ROCK RD
    MEDFORD,OR97501     		NONE PC TO RESCUE ANIMALS FROM SHELTERS WHERE THEY HAVE ALREADY BEEN MARKED FOR DEATH 2,500
    SOUTHERN OREGON LAND CONSERVANCY
    PO BOX 954
    ASHLAND,OR97520     		NONE PC TO PROTECT AND ENHANCE PRECIOUS LAND IN THE ROGUE RIVER REGION TO BENEFIT OUR HUMAN AND NATURAL COMMUNITIES 5,000
    SOUTHERN OREGON PUBLIC TELEVISION
    28 S FIR ST STE 200
    MEDFORD,OR975012698     		NONE PC TO PROVIDE ALTERNATIVE AND EDUCATIONAL TELEVISION PROGRAMMING 5,000
    SOUTHERN UTAH WILDERNESS
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT84111     		NONE PC TO HELP THE PRESERVATION OF THE OUTSTANDING WILDERNESS AT THE HEART OF THE COLORADO PLATEAU, 5,000
    STANFORD GRADUATE SCHOOL OF
    655 KNIGHT WAY
    STANDFORD,CA94305     		NONE PC TO SUPPORT ITS GENERAL OPRATIONS 1,000
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DR
    FRANKLIN,TN37067     		NONE PC TO EMPOWER AND EQIP LEADERS IN THE GOVERNMENT, BUSINESS, FAITH BASED AND CREATIVE SECTORS TO END THE CRISIS FOR KIDS IN FOSTER CARE 5,000
    THE RECOMPENSE FUND
    PO BOX 42
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO BRING RESOURCES TO ISLAND NONPROFITS TO SUPPORT THEIR EFFORTS TO SUSTAIN CHEBEAGUE ISLAND AS A YEAR-ROUND COMMUNITY 13,334
    TOWN OF CHEBEAGUE ISLAND
    192 NORTH ROAD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO HELP TO SUSTAIN THE VIABILITY OF THEIR ISLAND COMMUNITY. 10,000
    UNITED WAY OF JACKSON COUNT
    536 NORTH JACKSON STREET
    JACKSON,MI49201     		NONE PC TO IMPROVE LIVES IN JACKSON COUNTY BY MOBILIZING THE COMMUNITY TO MAKE LASTING CHANGE IN COMMUNITY 35,000
    WORLD BICYCLE RELIEF
    1000 WEST FULTON MARKET 4TH FLOOR
    CHICAGO,IL60607     		NONE PC TO MOBILIZE PEOPLE THROUGH THE POWER OF BICYCLES 10,000
    WOUNDED WARRIORS PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PC TO HONOR AND EMPOWER WOUNDED WARRIORS 5,000
    YMCA OF MEDFORD OREGON
    522 W 6TH ST
    MEDFORD,OR97501     		NONE PC TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY 5,000
    HARM REDUCTION COALITION
    243 5TH AVE 529
    NEW YORK,NY10016     		NONE PC TO CREATE SPACES FOR DIALOGUE AND ACTION THAT HELP HEAL THE HARMS CAUSED BY RACIALIZED DRUG POLICIES 15,000
    Total .................................bullet 3a 1,560,084
    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 11,063  
    4 Dividends and interest from securities....     14 699,854  
    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.....     01 81,632  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -332,271  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 460,278 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    460,278
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    56-6502391
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    RAYMOND FAMILY FOUNDATION
          		Employer identification number
    56-6502391
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE ELIZABETH K RAYMOND REVOCABLE TRUST
     
    3559 LIVINGSTON RD
     
    CENTRAL POINT, OR97502

    		$ 725,584


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    56-6502391
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    RAYMOND FAMILY FOUNDATION
          		Employer identification number

    56-6502391
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BANK PLC 250,000 246,118
    CITIGROUP GLOBAL MARKETS 250,000 248,968
    HSBC USA INC 250,000 224,825
    ISHARES SHORT-TERM CORPORATE BOND ETF 654,344 684,108
    ROYAL BANK OF CANADA AA-YN IBM 10/31/2019 7.80% 250,000 244,205
    ROYAL BANK OF CANADA 250,000 246,395
    UNITED PARCEL SERVICE INC CL B 521,748 842,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMAZON.COM INC 197,942 651,386
    AMER FUNDS EUROPACIFIC GROWTH FUND CLASS F2 303,712 189,300
    AMGEN INC 378,650 459,840
    ANHEUSER BUSCH INBEV SPON ADR 260,911 209,730
    APPLE INC 254,654 928,830
    AT&T INC 1,099,606 949,080
    BANK OF AMER CORP 129,704 272,790
    BANK OF NEW YORK MELLON CORP 345,083 339,520
    BERKSHIRE HATHAWAY INC NEW CL B 91,460 240,449
    BRISTOL MYERS SQUIBB CO 276,316 359,774
    CISCO SYSTEMS INC 561,586 671,250
    CITIGROUP INC 360,002 493,280
    COCA COLA CO COM 100,897 160,187
    COMCAST CORP NEW CL A 163,281 262,000
    CVS HEALTH CORP 541,815 546,400
    DOWDUPONT INC 340,109 444,000
    DUKE ENERGY CORP NEW 68,754 95,222
    DUPONT DE NEMOURS INC 212,637 213,330
    EATON CORP PLC 27,845 48,416
    FEDEX CORP 254,511 519,240
    FIRST SOLAR INC 321,625 494,600
    FORD MOTOR CO COM NEW 601,157 527,400
    FORD MOTOR CO COM NEW 238,163 204,368
    FREEPORT-MCMORAN INC 234,797 520,400
    GENERAL MOTORS CO 175,083 208,200
    GENL ELECTRIC CO 336,886 388,800
    GENL ELECTRIC CO 236,346 170,100
    GENL MILLS INC 133,141 176,400
    GILEAD SCIENCES INC 321,019 291,300
    GOODYEAR TIRE & RUBBER CO 402,218 327,300
    HOME DEPOT INC 43,772 291,385
    HONEYWELL INTL INC 147,521 295,015
    INTEL CORP 177,718 298,920
    INTL BUSINESS MACH 659,626 629,400
    INTL PAPER CO 553,976 745,800
    JOHNSON & JOHNSON COM 233,094 314,760
    JPMORGAN CHASE & CO 149,540 381,210
    KRAFT HEINZ CO/THE 509,747 415,920
    MCDONALDS CORP 83,356 246,767
    MERCK & CO INC NEW COM 70,965 114,520
    METLIFE INC 187,346 187,800
    MICROSOFT CORP 112,009 444,840
    MOLSON COORS BREWING CO CL B 477,577 451,900
    MONDELEZ INTL INC 83,938 190,378
    MORGAN STANLEY 72,245 207,303
    NEXTERA ENERGY INC COM 166,197 308,600
    PEPSICO INC 128,311 179,443
    PFIZER INC 234,418 303,683
    PROCTER & GAMBLE CO 142,183 278,280
    QUALCOMM INC 160,609 457,020
    RAYTHEON TECHNOLOGIES CORP 72,849 111,913
    SUNRUN INC 148,866 832,560
    TRUIST FINL CORP 98,650 156,971
    US BANCORP DEL (NEW) 146,310 245,809
    VERIZON COMMUNICATIONS INC 348,032 461,599
    VIATRIS INC 12,865 19,171
    VORNADO REALTY TRUST 397,457 199,732
    WALGREENS BOOTS ALLIANCE INC 51,233 56,430
    WALT DISNEY CO (HOLDING CO) DISNEY COM 166,879 452,950
    WILLIAMS COS INC (DEL) 806,679 802,000
    WSTN DIGITAL CORP 311,032 443,120

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    75,854
    State & Local Government Securities - End of Year Fair Market Value:


    79,973


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COHEN & STEERS INFRASTRUCTURE AT COST 117,106 129,746
    EATON VANCE FLOATING AT COST 58,005 56,484
    ISHARES MSCI EAFE ETF AT COST 382,329 583,680
    PROSHARES RUSSELL 2000 DIVID AT COST 371,249 430,650
    PUTNAM ULTRA SHORT AT COST 2,080,715 2,089,049
    ROBO GLOBAL ROBOTICS & AUT AT COST 366,768 608,900

    TY 2020 OtherExpensesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE 2,120 0   2,120
    STATE CHARITABLE ACTIVITIES FEE 2,400 0   2,400
    STATE CORPORATE REGISTRATION 175 0   175


    TY 2020 OtherIncomeSchedule2
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS 33621 7,961 7,961 7,961
    UBS 34120 73,671 73,671 73,671


    TY 2020 OtherIncreasesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Amount
    UNREALIZED GAINS 240,824


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 174,088 174,088   0


    TY 2020 SubstantialContributorsSch
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name Address
    THE ELIZABETH K RAYMOND REVOCABLE T 3559 LIVINGSTON RD
    CENTRAL POINT,OR97502


    TY 2020 TaxesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 101,610 510   0
    PAYROLL TAXES 3,641 0   3,641