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 01-01-2021 , and ending 12-31-2021
Name of foundation
YARG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3805 N COLONIAL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97227
A Employer identification number

36-4708840
B Telephone number (see instructions)

(541) 490-5155
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$36,167,756J 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... 569,446 569,446  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,422,202
b Gross sales price for all assets on line 6a 8,643,957
7 Capital gain net income (from Part IV, line 2)... 5,422,202
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 503,454 376,542  
12 Total. Add lines 1 through 11........ 6,495,102 6,368,190  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,960 5,496   49,464
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,919 0   9,919
b Accounting fees (attach schedule)....... Click to see attachment 16,641 0   16,641
c Other professional fees (attach schedule).... Click to see attachment 246,620 161,368   85,252
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 84,666 2,796   0
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 286,848 283,283   3,565
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 699,654 452,943   164,841
25 Contributions, gifts, grants paid....... 2,782,140 2,782,140
26 Total expenses and disbursements. Add lines 24 and 25 3,481,794 452,943   2,946,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,013,308
b Net investment income (if negative, enter -0-) 5,915,247
c Adjusted net income (if negative, enter -0-)...  
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.............   1,927,490 1,927,490
2 Savings and temporary cash investments......... 230,762 722,323 722,323
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)....... 2,458,829 Click to see attachment1,111,409 1,111,409
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).......... 25,010,288 Click to see attachment30,906,534 30,906,534
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment500,000 Click to see attachment1,500,000 Click to see attachment1,500,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,199,879 36,167,756 36,167,756
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........ 28,199,879 36,167,756
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 28,199,879 36,167,756
30 Total liabilities and net assets/fund balances (see instructions). 28,199,879 36,167,756
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
28,199,879
2
Enter amount from Part I, line 27a .....................
2
3,013,308
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,954,569
4
Add lines 1, 2, and 3 ..........................
4
36,167,756
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
36,167,756
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAIN REPORTED ON SCHEDULE K-1 P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,892,432   3,221,755 3,670,677
b       0
c 1,751,525     1,751,525
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       3,670,677
b       0
c       1,751,525
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 5,422,202
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 82,222
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 82,222
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,907
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 84,129
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.YARGFOUNDATION.ORG
    14
    The books are in care ofbulletNICHOLAS WALROD Telephone no.bullet (541) 490-5155

    Located atbullet3805 N COLONIAL AVENUEPORTLANDOR ZIP+4bullet97227
    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
    Yes
     
    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
     
    No
    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
    KRISTIN WALROD EXECUTIVE DIRECTOR
    20.00     		54,960 0 0
    3805 N COLONIAL AVENUE
    PORTLAND,OR97227
    JACK GRAY CHAIR
    2.00     		0 0 0
    3805 N COLONIAL AVENUE
    PORTLAND,OR97227
    NICHOLAS WALROD SECRETARY AND TREASURER
    5.00     		0 0 0
    3805 N COLONIAL AVENUE
    PORTLAND,OR97227
    TRAVIS GEARHART DIRECTOR
    2.00     		0 0 0
    3805 N COLONIAL AVENUE
    PORTLAND,OR97227
    LAURIE MOOTZ DIRECTOR
    2.00     		0 0 0
    3805 N COLONIAL AVENUE
    PORTLAND,OR97227
    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
    ARNERICH MASSENA INC INVESTMENT MANAGEMENT FEES 151,288
    2045 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212
    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 COMMUNITY LENDINGWORKS - THIS INVESTMENT IS A PART OF OUR 10% COMMITMENT TO IMPACT INVESTMENTS IN OUR PORTFOLIO. COMMUNITY LENDINGWORKS IS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI)THAT ADDRESSES THE WEALTH EQUITY GAP BY PROVIDING LOANS TO THE UNBANKED PEOPLE WITH LOW COLLATERAL OR WITH A LACK OF RELATIONSHIP WITH TRADITIONAL LENDING DUE TO SYSTEMIC RACISM OR OTHER BARRIERS. CDFIS DIRECTLY EMPOWER PEOPLE TO BUILD OWNERSHIP AND WEALTH AND ARE ALIGNED WITH OUR VALUES AND COMMITMENT TO SOCIAL EQUITY.THE $500,000 LOAN HAS A TEN YEAR TERM, WITH 3%INTEREST BEGINNING A YEAR AFTER THE EFFECTIVE DATE. 500,000
    2 NORTHWEST HOUSING ALTERNATIVES - THIS INVESTMENT IS A $500,000 REVOLVING LOAN FOR A TERM OF 7 YEARS AT A RATE OF 2.25% TO PROVIDE LOAN CAPITAL FOR LAND ACQUISITION AND PREDEVELOPMENT COSTS FOR THE CONSTRUCTION OF AFFORDABLE HOUSING UNITS. YARG FOUNDATION'S PRIORITIES FOR THE USE OF THESE FUNDS ARE REAL HOUSING, FOLLOWED BY HOUSING BUILT IN COOPERATION OR PARTNERSHIP WITH ORGANIZATIONS SERVING, OR REPRESENTING, COMMUNITIES OF COLOR. ANTICIPATED AND APPROVEDPROJECTS INCLUDE SHORE PINES IN FLORENCE AND ENGLEWOOD IN COOS BAY. 500,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,000,000
    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
    10,352,488
    b
    Average of monthly cash balances.......................
    1b
    536,659
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,043,341
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,932,488
    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
    28,932,488
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    433,987
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    28,498,501
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,424,925
    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
    1,424,925
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    82,222
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,675
    c
    Add lines 2a and 2b............................
    2c
    85,897
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,339,028
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    94,000
    5
    Add lines 3 and 4............................
    5
    1,433,028
    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
    1,433,028
    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 1,433,028
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    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...... 255,102
    d From 2019......  
    e From 2020...... 2,475,582
    f Total of lines 3a through e ........ 2,730,684
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,946,981
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,433,028
    e Remaining amount distributed out of corpus 2,513,953
    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 5,244,637
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 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 ......     		5,244,637
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 255,102
    c Excess from 2019....  
    d Excess from 2020.... 2,475,582
    e Excess from 2021.... 2,513,953
    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).)
    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 (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
    ADOPTONEBLOCK
    222 NW HOYT STREET UNIT 302
    PORTLAND,OR97210     		  PC CIVIC ENGAGEMENT 75,000
    BROWN HOPE
    PO BOX 6807
    PORTLAND,OR97228     		  PC RESPONSIVE: COMMUNITY 100,000
    COALITION OF OREGON LAND TRUSTS
    511 SE MORRISON STREET
    PORTLAND,OR97214     		  PC LAND TRUST INITIATIVE 150,000
    COMMUNITY FIRST
    5855 WADSWORTH BYPASS UNIT A
    ARVADA,CO80003     		  PC RESPONSIVE: COMMUNITY 15,000
    COMMUNITY LENDING WORKS
    212 MAIN STREET
    SPRINGFIELD,OR97477     		  PC TECHNICAL ASSISTANCE 50,000
    CPAN - U OF O - 90 BY 30
    UNIVERSITY OF OREGON 1244 WALNUT ST
    EUGENE,OR97403     		  PC HEALTHY FAMILIES YEAR 1 OF 2 60,000
    FRIENDS OF THE CHILDREN LANE COUNTY
    465 WASHINGTON STREET
    EUGENE,OR97401     		  PC HEALTHY FAMILIES 75,000
    GRAY FAMILY FOUNDATION
    1221 SW YAMHILL STREET SUITE 100
    PORTLAND,OR97205     		  PC FOCUS AREA:CIVIC ENGAGEMENT - LEADERSHIP 300,000
    IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION
    10301 NE GLISAN STREET
    PORTLAND,OR97220     		  PC RESPONSIVE COVID 20,000
    JOIN
    1435 NE 81ST AVENUE SUITE 100
    PORTLAND,OR97213     		  PC RESPONSIVE COVID 12,500
    LA CLINICA DE BUENA SALUD
    6736 NE KILLINGSWORTH STREET
    PORTLAND,OR97218     		  PC RESPONSIVE COVID 20,000
    LAND TRUST ALLIANCE
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005     		  PC LAND TRUST INITIATIVE 569,640
    LATINO NETWORK
    410 NE 18TH AVENUE
    PORTLAND,OR97232     		  PC COVID / COMMUNITY NEED 115,000
    NAYA
    5135 NE COLUMBIA BLVD
    PORTLAND,OR97218     		  PC FOCUS AREA: COVID 20,000
    NORTHWEST HEALTH FOUNDATION FUND II
    221 NW 2ND AVENUE SUITE 300
    PORTLAND,OR97209     		  PC TECHNICAL ASSISTANCE GRANT 25,000
    NW PILOT PROJECT
    1430 SW BROADWAY SUITE 200
    PORTLAND,OR97201     		  PC RESPONSIVE COVID 12,500
    OCHIN
    PO BOX 5426
    PORTLAND,OR972285426     		  PC RESPONSIVE COVID 15,000
    ORCAN
    39 N CEDAR STREET
    EUGENE,OR97402     		  PC FOCUS AREA: CLIMATE CHANGE 50,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL STREET SUITE 100
    PORTLAND,OR97205     		  PC CLIMATE CHANGE AND HEALTHY HABITS GIVING GROUP 10,000
    OREGON COMMUNITY FOUNDATION - NEUNER FUND
    1221 SW YAMHILL STREET SUITE 100
    PORTLAND,OR97205     		  PC HEALTHY FAMILIES 95,000
    OREGON HARBOR OF HOPE
    1616 NW 13TH AVENUE
    PORTLAND,OR97209     		  PC TRAIL OF HOPE - AFFORDABLE HOUSING 25,000
    OREGON VALUES AND BELIEFS CENTER
    205 SE SPOKANE STREET SUITE 300
    PORTLAND,OR97202     		  PC FOCUS AREA:CIVIC ENGAGEMENT 125,000
    PARTNERSHIP FOR SAFETY AND JUSTICE
    221 NW SECOND AVENUE SUITE 209
    PORTLAND,OR97209     		  PC JUSTICE REFORM - YEAR 2 OF 3 100,000
    PLANNED PARENTHOOD COLUMBIA WILLAMETTE
    3727 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212     		  PC HEALTHY FAMILIES 45,000
    PREVENT CHILD ABUSE OREGON
    PO BOX 185
    SALEM,OR97308     		  PC RESPONSIVE: COVID 20,000
    PROGRESSIVE MULTIPLIER FUND
    1802 VERNON STREET NW SUITE 1122
    WASHINGTON,DC20009     		  PC JUSTICE REFORM 25,000
    REACH COC
    4150 S MOODY AVE
    PORTLAND,OR97239     		  PC RESPONSIVE COVID 12,500
    SEEDING JUSTICE
    3625 N MISSISSIPPI AVENUE
    PORTLAND,OR97227     		  PC BUILDING PROJECT 100,000
    SHELTER CARE
    499 W 4TH AVENUE
    EUGENE,OR97401     		  PC RESPONSIVE COVID 5,000
    SOUTH LANE SCHOOL DISTRICT
    455 ADAMS AVENUE
    COTTAGE GROVE,OR97424     		  GOV EARLY LEARNING CENTER RENOVATION 220,000
    SPONSORS
    338 HIGHWAY 99 N
    EUGENE,OR97402     		  PC JUSTICE REFORM 100,000
    UNITED WAY LANE COUNTY
    3171 GATEWAY LOOP
    SPRINGFIELD,OR97477     		  PC HEALTHY FAMILIES 50,000
    UNITED WAY OF THE COLUMBIA-WILLAMETTE
    619 SW 11TH AVENUE SUITE 300
    PORTLAND,OR97205     		  PC FOCUS AREA: CIVIC ENGAGEMENT - CENSUS EQUITY 50,000
    VIRGINIA GARCIA MEMORIAL FUND
    PO BOX 6149
    ALOHA,OR97007     		  PC RESPONSIVE COVID 15,000
    YWCA
    PO BOX 4587
    PORTLAND,OR97208     		  PC JUSTICE REFORM 100,000
    Total .................................bullet 3a 2,782,140
    bApproved for future payment
    CPAN - U OF O - 90 BY 30
    UNIVERSITY OF OREGON 1244 WALNUT ST
    EUGENE,OR97403     		  PC HEALTHY FAMILIES - YEAR 2 OF 2 60,000
    PARTNERSHIP FOR SAFETY AND JUSTICE
    221 NW 2ND AVENUE SUITE 209
    PORTLAND,OR97209     		  PC JUSTICE REFORM - YEAR 3 OF 3 100,000
    Total .................................bullet 3b 160,000
    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.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,422,202  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    01 14,413  
    bRECOVERY OF PRIOR YEAR GRANT     01 94,000  
    cOTHER INT/DIV FROM PASS THROUGH INVEST REPORTED ON K-1     14 44,058  
    dOTHER INCOME FROM PASS THROUGH INVEST. ON K-1     01 310,392  
    eUBIT INCOME 523000 18,499      
    12 Subtotal. Add columns (b), (d), and (e) .. 18,499 6,454,511 22,092
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,495,102
    (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.)
    1A INTEREST INCOME FROM PROGRAM-RELATED INVESTMENTS THAT ACCOMPLISHES THE CHARITABLE PURPOSE OF THE FOUNDATION.
    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:
    YARG FOUNDATION
    EIN:
    36-4708840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARY MCGEE & CO. - TAX SERVICES 16,641 0   16,641

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INC 41,962 41,962
    ADVANCED MICRO DEVIC 21,729 21,729
    ALIGN TECHNOLOGY INC. 33,516 33,516
    AMAZON.COM INC 76,690 76,690
    APPLE INC. 42,617 42,617
    ASML HLDGS NV 23,088 23,088
    BLOCK INC 27,618 27,618
    BURLINGTON STORES 22,446 22,446
    CHIPOTLE MEXICAN GRL 26,224 26,224
    DEXCOM INC 32,217 32,217
    EDWARDS LIFESCIENCES 28,631 28,631
    INSULET CORP 19,955 19,955
    INTUITIVE SURGICAL 38,445 38,445
    LULULEMON ATHLETICA 25,053 25,053
    MASTERCARD, INC. 58,569 58,569
    MERCADOLIBRE INC 22,923 22,923
    META PLATFORMS INC 57,516 57,516
    MICROSOFT CORP 83,744 83,744
    NETFLIX INC 33,134 33,134
    NVIDIA CORP 87,351 87,351
    PAYPAL HOLDINGS INCO 42,996 42,996
    QUALCOMM INC 16,641 16,641
    SALESFORCE COM 45,235 45,235
    SERVICE NOW INC. 74,648 74,648
    TRACTOR SUPPLY COMP 25,530 25,530
    TWILIO INC 20,541 20,541
    UNITY SOFTWARE INC 9,294 9,294
    VEEVA SYSTEMS INC. 37,556 37,556
    VISA INC CL A 35,540 35,540

    TY 2021 InvestmentsOtherSchedule2
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN INTL VALUE FUND FMV 655,748 655,748
    CHAMPLAIN MID CAP FD FMV 396,713 396,713
    EVENTIDE HEALTHCARE & LIFE SCIENCES FMV 756,874 756,874
    GRANDEUR PEAK INTL FMV 555,703 555,703
    HOTCHKIS & WILEY VALUE OPPTY FD CL I FMV 1,010,427 1,010,427
    JOHCM INTL SLCT FMV 536,638 536,638
    KAYNE ANDERSON RENEWABLE INFRAS FMV 534,602 534,602
    VAPOTHERM INC FMV 2,049,337 2,049,337
    VARIANT ALTERNATIVE INCOME FD INSTL CL FMV 1,033,286 1,033,286
    VULCAN VALUE PARTNERS FMV 234,709 234,709
    3X5 PARTNERS FUND III, L.P FMV 1,609,691 1,609,691
    3X5 RIVERVEST FUND II, L.P. FMV 7,753,618 7,753,618
    3X5 SPECIAL OPPORTUNITY FUND FMV 2,663,531 2,663,531
    EQUILLIBRIUM CAPITAL GROUP, LLC FMV 1,505,049 1,505,049
    FISHPEOPLE INVESTORS LLC FMV 92,813 92,813
    GLOBAL ACCESS FUND I, LP FMV 4,321,514 4,321,514
    OAK HILL CAPITAL PARTNERS IV FMV 326,178 326,178
    OUTDOOR SCHOOL, LLC FMV 150,000 150,000
    RALLY VENTURES FUND IV, LP FMV 82,994 82,994
    RUBICON GLOBAL INVESTORS LLC FMV 1,155,033 1,155,033
    SMART WIRES INVESTORS II LLC FMV 355,978 355,978
    US WATER AND LAND INVESTMENT, LP FMV 889,986 889,986
    VAPOTHERM INVESTORS LLC FMV 714,235 714,235
    ZERO MASS WATER INVESTORS, LLC FMV 1,521,877 1,521,877

    TY 2021 LegalFeesSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MILLER NASH LLP - LEGAL SERVICES 9,919 0   9,919


    TY 2021 OtherAssetsSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT - NETWORK FOR OREGON AFFORDABLE HOUSING 500,000 500,000 500,000
    PROGRAM RELATED INVESTMENT - COMMUNITY LENDING WORKS   500,000 500,000
    PROGRAM RELATED INVESTMENT - NW HOUSING ALTERNATIVES   500,000 500,000


    TY 2021 OtherExpensesSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUSINESS REGISTRATION FEES 175 18   157
    ADR FEES 7 7   0
    OREGON DEPARTMENT OF JUSTICE 2,400 0   2,400
    OTHER EXPENSES 1,120 112   1,008
    OTHER INVESTMENT EXPENSES 283,146 283,146   0


    TY 2021 OtherIncomeSchedule2
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME - PROGRAM RELATED INVESTMENT 22,092 22,092 22,092
    OTHER INCOME 14,413   14,413
    RECOVERY OF PRIOR YEAR GRANT 94,000   94,000
    OTHER INT/DIV FROM PASS THROUGH INVEST REPORTED ON K-1 44,058 44,058 44,058
    OTHER INCOME FROM PASS THROUGH INVEST. ON K-1 310,392 310,392 310,392
    UBIT INCOME 18,499   18,499


    TY 2021 OtherIncreasesSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,954,569


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ARNERICH & MASSENA - INVESTMENT MANAGEMENT FEES 151,288 151,288   0
    ITHICA GROUP - INVESTMENT MANAGEMENT FEES 10,080 10,080   0
    GOLDEN SOLUTIONS - FACILITATION OF JUSTICE REFORM INITIATIVE COMMITTEE 36,220 0   36,220
    MARIANA LINDSAY - PROGRAM AND GRANTEE RESEARCH 25,200 0   25,200
    MARGOT HELPHAND - HEALTHY FAMILIES CONSULTANT 8,000 0   8,000
    UPWARD PARTNERS LLC - BUDGET AND OPERATIONS CONSULTING 4,095 0   4,095
    BRICKS AND BONES LLC - DESIGN SERVICES 1,360 0   1,360
    RIMA GREEN - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    GREGORY MCKELVEY - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    RAMIRO NAVARRO JR. - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    MEREDITH RUSTON - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    BRIANA SPENCER - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    KENDRA STIDHEM - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    JENNIFER WILLIAMSON - JUSTICE REFORM INITIATIVE ADVISORY COMMITTEE 1,250 0   1,250
    ALEX ARMENTA CONSULTING - PROGRAM SERVICES AND STRATEGIC PLANNING 1,117 0   1,117
    MALENA LECHON-GALDOS - NOTETAKING SERVICE 510 0   510


    TY 2021 TaxesSchedule
    Name:
    YARG FOUNDATION
    EIN:
    36-4708840
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 16,203 0   0
    FEDERAL BUSINESS TAXES 65,667 0   0
    FOREIGN TAXES 2,796 2,796   0