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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 06-01-2021 , and ending 05-31-2022
Name of foundation
ROBERT AND FRANCES CHANEY FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 840
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, OR97530
A Employer identification number

20-5052365
B Telephone number (see instructions)

(541) 899-9199
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$9,474,707J 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... 335,782 335,782  
5a Gross rents............ 3,668 3,668  
b Net rental income or (loss) 3,668
6a Net gain or (loss) from sale of assets not on line 10 183,732
b Gross sales price for all assets on line 6a 836,422
7 Capital gain net income (from Part IV, line 2)... 183,732
8 Net short-term capital gain.........  
9 Income modifications........... 5,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 523,182 523,182 5,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 53,958 0   53,958
15 Pension plans, employee benefits....... 4,043 0   4,043
16a Legal fees (attach schedule)......... Click to see attachment 2,163 0   2,163
b Accounting fees (attach schedule)....... Click to see attachment 5,953 0   5,953
c Other professional fees (attach schedule).... Click to see attachment 108,048 108,048   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,622 1,533   14,089
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,905 0   7,905
21 Travel, conferences, and meetings....... 2,354 0   2,354
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,697 0   4,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 204,743 109,581   95,162
25 Contributions, gifts, grants paid....... 375,060 375,060
26 Total expenses and disbursements. Add lines 24 and 25 579,803 109,581   470,222
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,621
b Net investment income (if negative, enter -0-) 413,601
c Adjusted net income (if negative, enter -0-)... 5,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 252,972 263,984 263,984
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)      
b Investments—corporate stock (attach schedule)....... 7,317,669 Click to see attachment7,248,726 8,923,223
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment196,799 Click to see attachment200,466 Click to see attachment287,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,767,440 7,713,176 9,474,707
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment46,181 Click to see attachment48,538
23 Total liabilities (add lines 17 through 22)......... 46,181 48,538
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 7,721,259 7,664,638
29 Total net assets or fund balances (see instructions)..... 7,721,259 7,664,638
30 Total liabilities and net assets/fund balances (see instructions). 7,767,440 7,713,176
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
7,721,259
2
Enter amount from Part I, line 27a .....................
2
-56,621
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,664,638
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
7,664,638
Form 990-PF (2021)
Form 990-PF (2021)
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 DEL DVR INC I DIVERSIFIED INCOME INSTL CL   2019-07-02 2022-04-19
b LORD ABB BD DEB F BOND DEBENTURE CL F   2016-10-20 2022-04-19
c PGIM SHT DUR MULT BD Z SHORT DURATION MULTI SECTOR BOND CL Z   2018-10-31 2022-04-19
d PIMCO INC I INCOME INSTL CL   2020-10-12 2022-04-19
e PIMCO INV GRD CRED BD I INVESTMENT GRADE CREDIT BOND INSTL CL   2019-04-24 2022-04-19
THORN LTD TRM INC I LTD TERM INCOME CL I   2019-06-05 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-05-10 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-05-18 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-06-16 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-07-16 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-08-17 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-09-16 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-10-18 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-11-16 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2021-12-16 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2022-01-27 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2022-02-24 2022-04-19
TEMPLE GLB BD ADVS GLOBAL BOND ADVISOR CL   2022-03-29 2022-04-19
KYNDRYL HOLDINGS INC   2021-02-10 2021-11-08
INTL BUSINESS MACHS CORP   2021-02-10 2021-11-08
COMCAST CORP A NEW   2021-01-26 2021-11-08
KYNDRYL HOLDINGS INC   2021-02-10 2021-12-10
BRISTOL MYERS SQUIBB CO   2012-05-08 2021-11-08
CARRIER GLOBAL CORP   2012-05-08 2021-11-08
CATERPILLAR INC   2012-04-03 2021-11-08
CHEVRON CORP   2012-05-08 2021-11-08
DEERE & CO   2013-10-04 2021-09-28
DEERE & CO   2014-11-03 2021-09-28
DUPONT DE NEMOURS INC   2012-05-08 2021-11-08
EMBECTA CORP   2012-05-08 2022-04-05
EMBECTA CORP   2013-01-31 2022-04-05
EXXON MOBIL CORP   2020-02-14 2021-11-08
HOME DEPOT INC   2012-05-08 2021-09-28
INTEL CORP   2012-04-03 2021-11-08
JOHNSON & JOHNSON   2006-12-07 2021-11-08
JPMORGAN CHASE & CO   2020-04-02 2021-11-08
KROGER CO   2019-07-01 2021-11-08
M&T BANK CORP   2011-08-02 2021-11-08
MARSH & MCLENNAN COS INC   2017-08-18 2021-11-08
MCDONALDS CORP   2012-05-08 2021-11-08
MEDTRONIC PLC   2018-04-27 2021-11-08
MERCK & COMPANY INC NEW   2010-02-12 2021-11-08
NORTHERN TRUST CORP   2016-05-19 2021-11-08
ORGANON & CO   2010-02-12 2021-06-07
ORGANON & CO   2010-02-12 2021-07-15
ORGANON & CO   2012-01-06 2021-06-07
ORGANON & CO   2012-01-06 2021-07-15
PEPSICO INC   2006-12-07 2021-11-08
PNC FINL SVCS GROUP INC   2019-03-14 2021-11-08
PROCTER & GAMBLE CO   2011-03-02 2021-11-08
PRUDENTIAL FINL INC   2019-07-01 2021-11-08
RAYTHEON TECHS CORP   2012-05-08 2021-11-08
REPUBLIC SERVICES INC   2018-08-17 2021-11-08
SCHWAB CHARLES CORP NEW   2020-08-07 2021-11-08
TEXAS INSTRUMENTS INC   2008-09-17 2021-09-28
UNION PACIFIC CORP   2018-06-22 2021-11-08
VERIZON COMMNS INC   2007-08-08 2021-11-08
WALMART INC   2015-04-17 2021-11-08
RUSSELL GLB RL EST SEC S GLOBAL REAL ESTATE SECS CL S   2018-07-06 2022-04-20
RUSSELL GLB RL EST SEC S GLOBAL REAL ESTATE SECS CL S   2018-10-03 2022-04-20
RUSSELL GLB RL EST SEC S GLOBAL REAL ESTATE SECS CL S   2018-12-20 2022-04-20
RUSSELL GLB RL EST SEC S GLOBAL REAL ESTATE SECS CL S   2018-12-20 2022-04-20
RUSSELL GLB RL EST SEC S GLOBAL REAL ESTATE SECS CL S   2019-07-02 2022-04-20
RUSSELL INTL DEV MKT S INTL DEVELOPED MARKETS CL S   2010-08-04 2022-04-20
RUSSELL INTL DEV MKT S INTL DEVELOPED MARKETS CL S   2010-12-20 2022-04-20
RUSSELL INTL DEV MKT S INTL DEVELOPED MARKETS CL S   2011-09-27 2022-04-20
RUSSELL M/A GRW STR S MULTI ASSET GROWTH STRATEGY CL S   2019-07-02 2022-04-20
RUSSELL OPP CR S OPPORTUNISTIC CREDIT CL S   2019-04-03 2022-04-20
RUSSELL OPP CR S OPPORTUNISTIC CREDIT CL S   2019-06-05 2022-04-20
RUSSELL OPP CR S OPPORTUNISTIC CREDIT CL S   2019-07-02 2022-04-20
RUSSELL STR BD S STRATEGIC BOND CL S   2019-07-02 2022-04-20
RUSSELL US SMCP EQ S U S SMALL CAP EQUITY CL S   2019-07-02 2022-04-20
RUSSELL US STR EQ S U S STRATEGIC EQUITY CL S   2019-07-02 2022-01-05
RUSSELL US STR EQ S U S STRATEGIC EQUITY CL S   2019-07-02 2022-04-20
SPDR SSGA MULT ASSET ETF MULTI ASSET REAL RETURN ETF   2021-12-13 2022-04-18
SPDR SSGA MULT ASSET ETF MULTI ASSET REAL RETURN ETF   2021-12-13 2022-05-17
SPDR SSGA MULT ASSET ETF MULTI ASSET REAL RETURN ETF   2021-12-13 2022-03-17
INV FTSE RAFI US1000 ETF FTSE RAFI U S 1000 ETF   2018-04-18 2021-11-08
INV FTSE RAFI US1000 ETF FTSE RAFI U S 1000 ETF   2018-04-18 2021-11-16
INV FTSE RAFI US1000 ETF FTSE RAFI U S 1000 ETF   2018-04-18 2022-03-17
ISHS MSCI USA QLTY ETF MSCI USA QUALITY FACTOR ETF   2018-04-18 2021-11-08
ISHS MSCI USA QLTY ETF MSCI USA QUALITY FACTOR ETF   2018-04-18 2021-11-16
ISHS RUSS 2000 GRW ETF GROWTH ETF   2016-10-20 2021-11-16
ISHS RUSS 2000 VAL ETF VALUE ETF   2016-10-20 2021-11-08
ISHS S&P MDCP400 VAL ETF 400 VALUE ETF   2018-04-18 2021-11-08
ISHS S&P MDCP400 VAL ETF 400 VALUE ETF   2018-04-18 2021-11-16
ISHS S&P MDCP400 VAL ETF 400 VALUE ETF   2018-04-18 2022-03-17
VNGRD GROWTH ETF   2016-10-20 2021-11-08
VNGRD VALUE ETF   2016-10-20 2021-11-16
VNGRD VALUE ETF   2016-10-20 2021-12-17
VNGRD VALUE ETF   2016-10-20 2022-02-14
VNGRD VALUE ETF   2016-10-20 2022-04-18
VNGRD VALUE ETF   2016-10-20 2022-05-17
SW EXP CR ROGERS TOT ETN   2018-04-18 2021-11-08
SW EXP CR ROGERS TOT ETN   2018-04-18 2021-11-16
SW EXP CR ROGERS TOT ETN   2018-04-18 2021-12-13
SW EXP CR ROGERS TOT ETN   2020-04-02 2021-12-13
ALIBABA GRP HLDG SPN ADS   2021-04-26 2021-12-10
8TENCENT HOLDINGS LTD   2022-04-19 2022-04-20
UNILEVER PLC SPONS ADR   2021-04-26 2022-04-08
ALIBABA GRP HLDG SPN ADS   2021-02-11 2021-12-10
XP INC A   2021-10-08 2021-10-08
ADYEN N V ADR   2020-04-02 2021-09-08
ADYEN N V ADR   2020-04-02 2021-12-06
ALIBABA GRP HLDG SPN ADS   2020-05-13 2021-12-10
ATLAS COPCO SPONS ADR A   2018-04-20 2021-08-04
ATLAS COPCO SPONS ADR A   2018-04-20 2022-01-13
BANCO BILBAO VIZCAYA ADR   2018-04-20 2022-05-02
CHECK POINT SFTWARE TECH   2018-04-20 2022-05-02
DASSAULT SYSTEMES SA ADR   2018-04-20 2021-10-08
FUCHS PETROLUB SE ADR   2018-04-20 2022-03-18
INFINEON TECH AG ADR   2017-07-07 2021-06-04
INFINEON TECH AG ADR   2019-01-04 2021-06-04
INFINEON TECH AG ADR   2019-01-04 2021-08-04
INFINEON TECH AG ADR   2019-01-04 2022-01-13
INFINEON TECH AG ADR   2019-07-19 2022-01-13
ITAU SA ADR REP 500 PFD   2018-04-20 2022-01-13
ITAU SA ADR REP 500 PFD   2020-06-08 2022-01-13
SONOVA HOLDINGS AG ADR   2018-04-20 2021-09-23
TAIWAN SEMICON MFG CO   2018-04-20 2022-04-08
UNICHARM CORP ADR   2019-03-06 2022-05-02
UNILEVER PLC SPONS ADR   2018-04-20 2022-04-08
UNILEVER PLC SPONS ADR   2020-04-02 2022-04-08
CITRIX SYSTEMS INC   2020-08-21 2021-08-19
ALPHABET INC A   2013-10-11 2021-06-01
APPLE INC   2013-10-11 2022-04-25
CITRIX SYSTEMS INC   2017-11-30 2021-06-01
MASTERCARD INC A   2013-10-11 2021-06-02
META PLATFORMS INC A   2017-11-30 2022-03-18
META PLATFORMS INC A   2018-01-12 2022-03-18
PERKINELMER INC   2019-11-27 2022-03-18
ULTA BEAUTY INC   2019-08-26 2021-10-14
ULTA BEAUTY INC   2019-08-26 2021-12-01
ULTA BEAUTY INC   2019-09-03 2021-12-01
ULTA BEAUTY INC   2020-05-21 2021-12-01
ULTA BEAUTY INC   2020-07-29 2021-12-01
UNAMORTIZED BOND PREMIUMS P 2019-05-01 2021-12-31
(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 10,482   11,258 -776
b 15,407   15,971 -564
c 37,447   39,629 -2,182
d 32,084   33,897 -1,813
e 3,742   4,154 -412
10,359   10,807 -448
77,687   84,005 -6,318
415   444 -29
349   374 -25
361   379 -18
368   383 -15
336   351 -15
330   338 -8
393   399 -6
401   402 -1
358   358 0
378   380 -2
423   423 0
5   6 -1
1,990   1,861 129
2,137   1,992 145
764   1,217 -453
3,274   1,824 1,450
2,772   697 2,075
2,356   1,173 1,183
3,337   2,954 383
1,062   248 814
708   170 538
4,449   3,218 1,231
12   3 9
13   4 9
3,018   2,782 236
1,668   251 1,417
4,791   2,609 2,182
2,766   1,123 1,643
3,887   1,969 1,918
2,949   1,529 1,420
3,900   2,157 1,743
2,790   1,322 1,468
1,514   564 950
2,583   1,704 879
2,641   1,119 1,522
3,194   1,854 1,340
8   4 4
740   445 295
8   4 4
697   440 257
2,912   1,143 1,769
4,781   2,971 1,810
2,464   1,062 1,402
3,101   2,856 245
5,087   2,506 2,581
1,195   672 523
1,878   779 1,099
17,164   1,975 15,189
2,868   1,734 1,134
3,602   2,763 839
3,434   1,794 1,640
9,526   8,857 669
482   434 48
611   524 87
583   500 83
1,916   1,847 69
1,181   858 323
4,121   3,200 921
12,719   8,565 4,154
13,620   14,004 -384
131   145 -14
32   36 -4
4,148   4,648 -500
14,387   16,240 -1,853
10,191   10,151 40
10,862   7,904 2,958
50,919   39,534 11,385
3,648   3,328 320
2,479   2,364 115
3,840   3,766 74
16,394   10,882 5,512
4,279   2,834 1,445
4,359   2,947 1,412
2,610   1,510 1,100
4,094   2,348 1,746
642   287 355
24,717   14,410 10,307
12,654   8,908 3,746
1,020   716 304
3,250   2,386 864
29,348   10,066 19,282
437   258 179
11,566   6,880 4,686
6,171   3,698 2,473
7,700   4,472 3,228
7,951   4,816 3,135
8,673   7,076 1,597
1,269   1,030 239
83,364   71,277 12,087
4,810   2,674 2,136
1,114   2,095 -981
473     473
1,612   1,987 -375
1,362   2,964 -1,602
39   38 1
9,680   2,528 7,152
2,056   626 1,430
3,590   5,916 -2,326
1,936   1,201 735
1,891   1,201 690
1,495   2,365 -870
1,660   1,329 331
3,193   1,678 1,515
2,008   2,956 -948
405   213 192
1,622   782 840
6,878   3,283 3,595
1,595   684 911
319   132 187
2,898   6,813 -3,915
3,684   4,938 -1,254
5,748   2,256 3,492
2,608   1,014 1,594
3,267   3,381 -114
4,883   5,740 -857
1,935   2,113 -178
11,172   15,395 -4,223
2,366   437 1,929
19,298   2,088 17,210
5,590   3,009 2,581
16,274   3,001 13,273
2,533   2,124 409
1,266   1,080 186
5,919   3,078 2,841
8,872   7,193 1,679
375   327 48
5,630   3,598 2,032
5,255   3,109 2,146
3,378   1,840 1,538
    2,348 -2,348
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       -776
b       -564
c       -2,182
d       -1,813
e       -412
      -448
      -6,318
      -29
      -25
      -18
      -15
      -15
      -8
      -6
      -1
      0
      -2
      0
      -1
      129
      145
      -453
      1,450
      2,075
      1,183
      383
      814
      538
      1,231
      9
      9
      236
      1,417
      2,182
      1,643
      1,918
      1,420
      1,743
      1,468
      950
      879
      1,522
      1,340
      4
      295
      4
      257
      1,769
      1,810
      1,402
      245
      2,581
      523
      1,099
      15,189
      1,134
      839
      1,640
      669
      48
      87
      83
      69
      323
      921
      4,154
      -384
      -14
      -4
      -500
      -1,853
      40
      2,958
      11,385
      320
      115
      74
      5,512
      1,445
      1,412
      1,100
      1,746
      355
      10,307
      3,746
      304
      864
      19,282
      179
      4,686
      2,473
      3,228
      3,135
      1,597
      239
      12,087
      2,136
      -981
      473
      -375
      -1,602
      1
      7,152
      1,430
      -2,326
      735
      690
      -870
      331
      1,515
      -948
      192
      840
      3,595
      911
      187
      -3,915
      -1,254
      3,492
      1,594
      -114
      -857
      -178
      -4,223
      1,929
      17,210
      2,581
      13,273
      409
      186
      2,841
      1,679
      48
      2,032
      2,146
      1,538
      -2,348
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 2 183,732
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,749
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 5,749
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,640
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 6,640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 63
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 10 828
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet828 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FAMILYFOUNDATIONCHANEY.ORG
    14
    The books are in care ofbulletCARRIE HANSON EXECUTIVE DIRECTOR Telephone no.bullet (541) 899-9199

    Located atbulletPO BOX 840JACKSONVILLEOR ZIP+4bullet97530
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    FRANCES CHANEY PRESIDENT
    10.00     		0 0 0
    PO BOX 840
    JACKSONVILLE,OR97530
    BRENDA GREEN VICE PRESIDENT
    2.00     		0 0 0
    PO BOX 840
    JACKSONVILLE,OR97530
    ROBIN WHITZEL SECRETARY/TREASURER
    2.00     		0 0 0
    PO BOX 840
    JACKSONVILLE,OR97530
    JASON ANDERSON TRUSTEE
    5.00     		0 0 0
    PO BOX 1667
    MEDFORD,OR97501
    CERISE STEPHENS TRUSTEE
    2.00     		0 0 0
    PO BOX 840
    JACKSONVILLE,OR97530
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    9,818,665
    b
    Average of monthly cash balances.......................
    1b
    250,601
    c
    Fair market value of all other assets (see instructions)................
    1c
    291,167
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,360,433
    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
    10,360,433
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    155,406
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,205,027
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    510,251
    Part X
    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 IX, line 6..................
    1
    510,251
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,749
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,749
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    504,502
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    504,502
    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 XII, line 1 ...
    7
    504,502
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 504,502
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 107,733
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 470,222
    a Applied to 2020, but not more than line 2a 107,733
    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 2021 distributable amount..... 362,489
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		142,013
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    FRANCES CHANEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CARRIE HANSON EXECUTIVE DIRECTOR
    PO BOX 840
    JACKSONVILLE,OR97530
    (541) 899-9199
    CHANSON.FAMILYFOUDATION@GMAIL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    INTERNET APPLICATION FORM FOUND ON WEBSITE WWW.FAMILYFOUNDATIONCHANEY.ORG
    cAny submission deadlines:
    THE LAST BUSINESS DAY IN JANUARY AND JULY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT APPLICATIONS WILL BE ACCEPTED ONLY FROM ORGANIZATIONS WITH A 501(C)(3) TAX-STATUS DESIGNATION. NO GRANTS TO INDIVIDUALS WILL BE MADE. THE FOUNDATION AWARDS GRANTS IN FOUR STRATEGIC AREAS; HUMAN SERVICES, PUBLIC SAFETY, FAITH BASED PROGRAMS, AND OTHER CHARITABLE CAUSES TO SUPPORT CHILDREN AND THEIR FAMILIES WHO RESIDE IN THE GEOGRAPHIC AREAS OF JACKSON & JOSEPHINE COUNTIES, OREGON; BARRY COUNTY, MISSOURI AND CABELL COUNTY, WEST VIRGINIA. THE FOLLOWING ACTIVITIES ARE INELIGIBLE FOR FUNDING: ENDOWMENTS OR ANNUAL FUND DRIVES, INDIRECT OR OVERHEAD EXPENSES, SPONSORSHIP OF FUNDRAISING EVENTS, VISUAL AND PERFORMING ARTS PROGRAMS, PROPERTY ACQUISITION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    APPLEGATE VALLEY RURAL FIRE PROTECTION DISTRICT NO9
    1095 UPPER APPLEGATE RD
    JACKSONVILLE,OR97530     		N/A GOV PURCHASE 40 FIRE PAGERS FOR FIRE AND EMS "LINE PERSONNEL" 8,750
    ASANTE FOUNDATION
    2600 SISKIYOU BLVD STE 100
    MEDFORD,OR97504     		N/A PC SUPPORT THE ASANTE FORWARD CAMPAIGN 15,000
    AURORA RURAL FIRE PROTECTION DISTRICT
    PO BOX 1009
    AURORA,MO65605     		N/A GOV SUPPORT THE PURCHASE OF PORTABLE RADIOS FOR FIREFIGHTERS 9,033
    BARNABAS FOUNDATION INC
    901 TEAS TRAIL 2060
    PURDY,MO65734     		N/A PC SUPPORT THE PURCHASE OF HEADPHONES FOR CAMPERS WITH SENSORY PROCESSING DISORDERS 2,500
    BOYS & GIRLS CLUBS OF THE ROGUE VALLEY
    203 SE 9TH STREET
    GRANTS PASS,OR97526     		N/A PC SUPPORT THE ILLINOIS VALLEY BOYS & GIRLS CLUB OUTDOOR SPACE UPGRADE PROJECT 10,000
    BUTTE CREEK MILL FOUNDATION
    PO BOX 957
    EAGLE POINT,OR97524     		N/A PC TO HELP RESTORE THE COUNTRY STORE WITHIN THE BUTTE CREEK MILL 10,000
    CHILD EVANGELISM FELLOWSHIP OF OREGON JACKSON COUNTY CHAPTER
    329 CRATER LAKE AVE
    MEDFORD,OR97504     		N/A PC SUPPORT THE YOUTH LEADERSHIP TEACHER TRAINING PROGRAM 6,500
    CHILDREN'S HOME SOCIETY OF WEST VIRGINIA
    1422 KANAWHA BLVD EAST
    CHARLESTON,WV25330     		N/A PC SUPPORT DIRECT EXPENSES OF CLOTHING, FOOD AND HOUSEHOLD ITEMS ONLY AT THE CHILDRENS RESOURCE CENTER 10,000
    CHIRON CENTER INCORPORATED
    PO BOX 1004
    JACKSONVILLE,OR97530     		N/A PC SUPPORT THE SOUTHERN OREGON HIGH TECH CRIMES TASK FORCE BEHAVIORAL HEALTH, WELLNESS, & RESILIENCE PROGRAM 10,000
    CITY OF PURDY
    401 E STATE HIGHWAY C
    PURDY,MO65734     		N/A GOV SUPPORT THE FIRE HYDRANT UPGRADE PROJECT 8,421
    COMMUNITY BRIDGES FOUNDATION
    PO BOX 1163
    GRANTS PASS,OR97528     		N/A PC SUPPORT AT THE WELL ROGUE VALLEY - ONLINE PARENTING CLASSES 4,500
    CROSSING BRIDGES THERAPEUTIC RIDING CENTER
    PO BOX 2276
    GRANTS PASS,OR97528     		N/A PC TO PROVIDE SCHOLARSHIP FUNDING TO LOW-INCOME FAMILIES SO THEY CAN RECEIVE THERAPEUTIC RIDING LESSONS EACH WEEK 7,000
    DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS
    535 SUNRISE AVE
    MEDFORD,OR97504     		N/A PC PURCHASE TWO 5' X 8' ECONO HAULER FULLY ENCLOSED TRAILER WITH LOGO WRAP ON THREE SIDES OF THE TRAILER 10,000
    EUGENE DEBBS POTTS FOUNDATION
    PO BOX 324
    MERLIN,OR975320324     		N/A PC SUPPORT THE PURCHASE OF BUILDING MATERIALS FOR NEW DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM 2,000
    FAMILIA UNIDA
    PO BOX 1337
    MEDFORD,OR97501     		N/A PC PURCHASE A TIRE ASSEMBLY MACHINE 7,300
    FIRST PRESBYTERIAN CHURCH OF PHOENIX
    121 2ND STREET
    PHOENIX,OR97535     		N/A NC SUPPORT THE PURCHASE & INSTALLATION OF A NEW HEAT PUMP 3,400
    FRIENDS OF COUNTRY LIVING
    P O BOX 1483
    GRANTS PASS,OR97528     		N/A PC PURCHASE AND INSTALL A COMMUNITY PLAYGROUND IN SUNNY VALLEY 10,000
    HABITAT FOR HUMANITY OF THE TRI-STATE
    PO BOX 2526
    HUNTINGTON,WV25726     		N/A PC TO MAKE REPAIRS TO VETERAN-OWNED HOMES IN CABELL COUNTY, WV 10,000
    HABITAT FOR HUMANITYROGUE VALLEY
    PO BOX 688
    MEDFORD,OR97501     		N/A PC SUPPORT THE REPAIR PROGRAM 10,000
    HABITAT FOR HUMANITYROGUE VALLEY
    PO BOX 688
    MEDFORD,OR97501     		N/A PC SUPPORT THE REPAIR PROGRAM 5,000
    HAVENHOUSE ST LOUIS
    1973 CRAIGSHIRE ROAD
    SAINT LOUIS,MO63146     		N/A PC PROVIDE NIGHTS OF CARE FOR BARRY COUNTY RESIDENTS WHO TRAVEL TO ST. LOUIS TO RECEIVE CRITICAL MEDICAL CARE 2,400
    HEARTS WITH A MISSION
    711 MEDFORD CENTER 334
    MEDFORD,OR97504     		N/A PC GENERAL OPERATING SUPPORT OF THE HEARTS WITH A MISSION PROGRAM. GRANT FUNDING IS FOR $10,000 YEAR FOR 3-YEARS. 10,000
    HOPE EQUESTRIAN CENTER
    PO BOX 396
    EAGLE POINT,OR97524     		N/A PC MULTI YEAR GIFT IN SUPPORT OF HOME FOR HOPE CAPITAL CAMPAIGN 20,000
    JACKSON COUNTY
    5179 CRATER LAKE HWY
    CENTRAL POINT,OR97502     		N/A GOV SUPPORT THE 2-DAY RENTAL OF AN ARFF PROP FOR THE LIVE-FIRE TRAINING. 5,200
    JACKSON COUNTY 4-H FFA JR LIVESTOCK AUCTION COMMITTEE
    12100 AGATE ROAD
    EAGLE POINT,OR97524     		N/A PC PURCHASE A LAMB FROM A 4H AND/OR FFA EXHIBITOR AT THE 2021 SPRING JACKSON COUNTY FAIR LAMB AUCTION AND DONATED TO KIDS UNLIMITED. 4,887
    JACKSON COUNTY CHILD ABUSE TASK FORCE - CAC
    816 W 10TH STREET
    MEDFORD,OR97501     		N/A PC SUPPORT THE ACTIVITY PACKS PROJECT AT CAC 2,500
    JACKSON COUNTY FIRE DISTRICT 3
    8383 AGATE ROAD
    WHITE CITY,OR97503     		N/A GOV SUPPORT THE PURCHASE AND DISTRIBUTION OF FRAZIER BAGS TO EMERGENCY SERVICE PERSONEL IN JACKSON COUNTY 1,500
    JACKSONVILLE COMMUNITY CENTER INC
    PO BOX 1435
    JACKSONVILLE,OR97530     		N/A PC PURCHASE AN AUTOMATED EXTERNAL DEFIBRILLATOR (AED) 2,370
    JOSEPHINE COUNTY FOUNDATION
    PO BOX 673
    MURPHY,OR97533     		N/A PC TO ACQUIRE CRITICALLY NEEDED FIREFIGHTER EQUIPMENT FOR 13 SMALL FIRE DEPARTMENTS IN JACKSON AND JOSEPHINE COUNTIES 10,000
    KAIROS
    1750 NEBRASKA BLDG A
    GRANTS PASS,OR97527     		N/A PC TO INSTALL A NEW ROOF OVER THE NEWLY ACQUIRED KAIROS JACKSON SERVICES BUILDING 7,500
    KIDS UNLIMITED OF OREGON
    821 N RIVERSIDE
    MEDFORD,OR97501     		N/A PC PAY FOR THE CUT/KILL AND WRAP FEES FOR A LAMB PURCHASED FROM A 4H AND/OR FFA EXHIBITOR AND DONATED TO KIDS UNLIMITED. 170
    MEDFORD GOSPEL MISSION
    125 WEST JACKSON STREET
    MEDFORD,OR97501     		N/A PC SUPPORT THE PURCHASE OF NEW BUG-RESISTANT BEDS FOR THE MEN'S DORMITORY (NOT WARDROBES). 5,000
    NEW HOPE CHRISTIAN SCHOOLS
    5961 NEW HOPE ROAD
    GRANTS PASS,OR97527     		N/A PC SUPPORT THE ALARM SYSTEM UPDATE PROJECT 5,000
    NORTH VALLEY KNIGHTS BOOSTER CLUB
    6741 MONUMENT DRIVE
    GRANTS PASS,OR97526     		N/A PC TO PURCHASE NEW BLEACHERS FOR STUDENTS AND FANS TO USE AT NORTH VALLEY HIGH SCHOOL'S TRACK AND FOOTBALL FIELD 10,000
    ON TRACK INC
    221 WEST MAIN STREET
    MEDFORD,OR97501     		N/A PC SUPPORT THE DAD'S PROGRAM FAMILY PLAYROOM PROJECT 1,500
    PIERCE CITY FIRE PROTECTION DISTRICT
    PO BOX 134
    PIERCE CITY,MO65723     		N/A GOV SUPPORT THE PUMP UPGRADES PROJECT 7,530
    PROVIDENCE COMMUNITY HEALTH FOUNDATION
    940 ROYAL AVESUITE 410
    MEDFORD,OR97504     		N/A PC PROVIDE DIRECT SUPPORT FUNDS FOR THE PROVIDENCE HEALTHY START PROGRAM TO ASSIST CLINICAL SOCIAL WORKERS IN PROVIDING TRANSPORATION VOUCHERS, BABY NEEDS, ETC FOR PREGNANT WOMEN IN THEIR PROGRAM. 5,000
    PURDY FIRE PROTECTION DISTRICT
    PO BOX 51
    PURDY,MO65734     		N/A GOV SUPPORT THE PURCHASE OF TWO THERMAL IMAGING CAMERAS WITH TRUCK CHARGERS, AND ACCESSORIES NEEDED. 9,020
    ROGUE VALLEY MENTORING
    2931 SOUTH PACIFIC HIGHWAY
    MEDFORD,OR97501     		N/A PC SUPPORT THE ROGUE VALLEY MENTORING PROGRAM AT TALENT MIDDLE SCHOOL 10,000
    ROGUE VALLEY SEARCH AND RESCUE
    620 ANTELOPE ROAD
    WHITE CITY,OR97503     		N/A PC PURCHASE CRASH-TESTED K9 CRATES FOR OUR DEDICATED SAR K9 VEHICLE, AND HELP K9 TEAMS ATTEND A REGIONAL, SPECIALIZED K9 WATER (H2O) RECOVERY SEMINAR 5,000
    SOCIETY OF ST VINCENT DE PAUL
    PO BOX 1663
    MEDFORD,OR97501     		N/A PC SUPPORT THE EMERGENCY RENTAL ASSISTANCE FOR FAMILIES WITH CHILDREN PROJECT 10,000
    SPARROW CLUBS USA
    360 E JACKSON ST
    MEDFORD,OR97501     		N/A PC SUPPORT THE NEW COMPUTERS FOR SOUTHERN OREGON SPARROW CLUBS PROJECT 5,172
    SPARROW CLUBS USA
    360 E JACKSON ST
    MEDFORD,OR97501     		N/A PC TO HELP CREATE A NEW WEBSITE FOR SPARROW CLUBS USA 10,000
    SPARTAN BOXING CLUB
    729 WELCH ST
    MEDFORD,OR97501     		N/A PC PROVIDE $10,000 YEAR FOR TWO YEARS OF GENERAL OPERATING SUPPORT FUNDING. 10,000
    ST MARTIN'S EPISCOPAL CHURCH FOOD PANTRY
    95 CLEVELAND ST
    SHADY COVE,OR97539     		N/A PC SUPPORT THE ST MARTIN'S EPISCOPAL CHURCH FOOD PANTRY 5,000
    THE ALS ASSOCIATION OF OREGON AND SW WASHINGTON CHAPTER
    700 NE MULTNOMAH ST
    PORTLAND,OR97232     		N/A PC SUPPORT THE WORK OF THE SOUTHERN OREGON ALS FAMILY SUPPORT PROGRAM IN JACKSON & JOSEPHINE COUNTIES, OREGON. 5,000
    WALKING TALL SOUTHERN OREGON
    PO BOX 3789
    CENTRAL POINT,OR97502     		N/A PC SUPPORT THE CAMPUS ENERGY EFFICIENCY UPGRADE 10,000
    WILDERNESS TRAILS INC
    P O BOX 4655
    MEDFORD,OR97501     		N/A PC SUPPORT WEEKEND, FOLLOW-UP RETREATS DURING THE 21-22 SCHOOL YEAR AT THE WILDERNESS TRAILS CAMP PROPERTY 5,000
    WILDLIFE IMAGES REHABILITATION AND EDUCATION CENTER
    PO BOX 36
    MERLIN,OR97532     		N/A PC COMPLETE SAFETY RECOMMENDATIONS NOTED IN AN OREGON DEPT OF FISH & WILDLIFE (ODFW) MANDATED ZOOLOGICAL ASSOCIATION OF AMERICA (ZAA) EVALUATION 5,907
    YMCA DBA ROGUE VALLEY FAMILY YMCA
    522 WEST SIXTH STREET
    MEDFORD,OR97501     		N/A PC SUPPORT THE YMCA CHILDCARE EXPANSION PROJECT 25,000
    Total .................................bullet 3a 375,060
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531190 3,668      
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 183,732      
    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) .. 187,400 335,782 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    523,182
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,395 0   5,395
    PAYROLL SERVICE 558 0   558

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SECURITIES 7,248,726 8,923,223

    TY 2021 LegalFeesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,163 0   2,163


    TY 2021 OtherAssetsSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN CWF PROPERTIES 196,799 200,466 287,500


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE EXPENSE 3,213 0   3,213
    DUES AND SUBSCRIPTIONS 1,222 0   1,222
    UTILITIES 2,565 0   2,565
    OFFICE EXPENSE 311 0   311
    MISCELLANEOUS -3,835 0   -3,835
    PUBLIC RELATIONS 473 0   473
    SUPPLIES 748 0   748


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO WEST FAMILY FOUNDATION 46,181 48,538


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 108,048 108,048   0


    TY 2021 TaxesSchedule
    Name:
    ROBERT AND FRANCES CHANEY FAMILY
     
    FOUNDATION
    EIN:
    20-5052365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 2,481 0   2,481
    FEDERAL TAXES 10,536 0   10,536
    FOREIGN TAXES 1,533 1,533   0
    STATE TAXES 1,072 0   1,072