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
TYKESON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 78
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OVANDO, MT59854
A Employer identification number

36-7428977
B Telephone number (see instructions)

(503) 819-3648
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$121,327,109J 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) 329,547
2 Check bullet.............
3 Interest on savings and temporary cash investments 200 200  
4 Dividends and interest from securities... 1,394,945 1,394,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,070,347
b Gross sales price for all assets on line 6a 85,786,644
7 Capital gain net income (from Part IV, line 2)... 25,070,347
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 -184,168 -143,985  
12 Total. Add lines 1 through 11........ 26,610,871 26,321,507  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 0   75,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 36,702 18,351   18,351
c Other professional fees (attach schedule).... Click to see attachment 103,530 100,000   3,530
17 Interest............... 51,254 51,254   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 183,882 89,412   8,426
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 156 0   156
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 152,408 146,009   6,399
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 602,932 405,026   111,862
25 Contributions, gifts, grants paid....... 3,905,020 3,905,020
26 Total expenses and disbursements. Add lines 24 and 25 4,507,952 405,026   4,016,882
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,102,919
b Net investment income (if negative, enter -0-) 25,916,481
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.............      
2 Savings and temporary cash investments......... 2,641,089 299,030 299,030
3 Accounts receivable bullet503
Less: allowance for doubtful accounts bullet   430,709 503 503
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   250,000 0 0
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)....... 53,338,442 Click to see attachment78,452,530 81,662,494
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).......... 27,889,811 Click to see attachment27,987,623 39,028,599
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-288,886 Click to see attachment-375,602 Click to see attachment336,483
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,261,165 106,364,084 121,327,109
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........ 84,261,165 106,364,084
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)..... 84,261,165 106,364,084
30 Total liabilities and net assets/fund balances (see instructions). 84,261,165 106,364,084
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
84,261,165
2
Enter amount from Part I, line 27a .....................
2
22,102,919
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
106,364,084
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
106,364,084
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 52,736.488 SHRS - GMO EMERGING MARKETS FUND II     2021-04-07
b 1.277 SHRS - HARDING LOEVNER EMERGING MARKETS   2020-12-15 2021-02-16
c 3,540.358 SHRS - HARBOR CAPITAL APPRECIATION INSTL   2019-12-16 2021-02-16
d 382.802 SHRS - HARDING LOEVNER EMERGING MARKETS   2019-10-10 2021-02-16
e 1,364.07 SHRS - INVESCO EUALLY-WTD S&P 500   2019-12-13 2021-03-08
204,451.891 SHRS - CALVERT EMERGING MARKETS EQUITY   2021-10-15 2021-10-15
6,769.083 SHRS - PARNASSUS MID CAP INSTITUTIONAL   2021-09-15 2021-11-11
33,526.364 SHRS - VANGUARD FTSE SOCIAL INDEX   2021-09-13 2021-11-11
25,204.032 SHRS - CALVERT ULTRA-SHORT DURATION INCOME   2021-09-10 2021-11-15
23,721.442 SHRS - TIAA-CREF CORE IMPACT BOND INSTIBUTIONAL   2021-09-10 2021-11-15
20,408.776 SHRS - FULLER & THALER BEHAVIORAL SMALL CAP   2020-03-27 2021-11-11
CHARLES SCHWAB      
CHARLES SCHWAB      
167,042.607 SHRS - GMO EMERGING DOMESTIC OPPORTUNITIES FUND II     2021-09-29
OCM EUROPEAN CREDIT OPPORTUNITIES FUND LP D   2021-09-13
OCM HIGH YIELD PLUS FEEDER FUND LP D   2021-03-31
OCM PRINCIPAL OPPORTUNITIES FUND IV LP #419 P   2021-12-31
OCM PRINCIPAL OPPORTUNITIES FUND IV LP #270 P   2021-12-31
OCM PRINCIPAL OPPORTUNITIES FUND IV AIF LP #270 P   2021-12-31
OCM PRINCIPAL OPPORTUNITIES FUND IV AIF LP #396 D   2021-12-31
OCM OPPORTUNITIES FUND V FEEDER LP D   2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,956,524   1,910,156 46,368
b 94   83 11
c 400,000   264,111 135,889
d 28,262   20,453 7,809
e 99,975   85,923 14,052
4,334,380   4,334,380 0
310,000   310,261 -261
1,099,975   1,058,767 41,208
250,000   250,504 -504
250,000   253,633 -3,633
800,000   397,770 402,230
7,702,918   7,495,020 207,898
62,606,564   40,765,070 21,841,494
4,271,021   3,507,171 763,850
161   80 81
3,046   42,304 -39,258
7,497   16,279 -8,782
7,470   4,332 3,138
7,063     7,063
3,524     3,524
9,718     9,718
1,638,452     1,638,452
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       46,368
b       11
c       135,889
d       7,809
e       14,052
      0
      -261
      41,208
      -504
      -3,633
      402,230
      207,898
      21,841,494
      763,850
      81
      -39,258
      -8,782
      3,138
      7,063
      3,524
      9,718
      1,638,452
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 25,070,347
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........................... 3 360,239
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- ..... 5 360,239
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 56,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 346,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 402,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 324
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 41,437
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet41,437 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 addressbulletN/A
    14
    The books are in care ofbulletHALEY C LYONS Telephone no.bullet (541) 687-1170

    Located atbullet1600 EXECUTIVE PARKWAY SUITE 110EUGENEOR ZIP+4bullet97401
    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)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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
     
     
    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
    AMY C TYKESON TRUSTEE
    10.00     		75,000 0 0
    PO BOX 78
    OVANDO,MT59854
    ELLEN P TYKESON TRUSTEE
    0.50     		0 0 0
    PO BOX 78
    OVANDO,MT59854
    ERIC D TYKESON TRUSTEE
    0.50     		0 0 0
    PO BOX 78
    OVANDO,MT59854
    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
    78,534,028
    b
    Average of monthly cash balances.......................
    1b
    1,716,176
    c
    Fair market value of all other assets (see instructions)................
    1c
    37,408,831
    d
    Total (add lines 1a, b, and c).........................
    1d
    117,659,035
    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
    117,659,035
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,764,886
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    115,894,149
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,794,707
    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
    5,794,707
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    360,239
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    360,239
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,434,468
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,434,468
    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
    5,434,468
    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 5,434,468
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,341,410
    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$ 4,016,882
    a Applied to 2020, but not more than line 2a 3,341,410
    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..... 675,472
    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 ..........     		4,758,996
    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).)
    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
    BEND VISION 2050
    PO BOX 431
    BEND,OR97709     		NONE PC HOUSING & TRANSPORTATION PROGRAMS 10,000
    CASA PACIFICA CENTERS FOR CHILDREN & FAMILIES
    1722 SOUNTH LEWIS RD
    CAMARILLO,CA93012     		NONE PC GENERAL FUND 10,000
    COLOR OUTSIDE THE LINES
    4110 SE HAWTHORNE 272
    PORTLAND,OR97214     		NONE PC GENERAL FUND 30,000
    CONEJO VALLEY SENIOR CONCERNS
    401 HODENCAMP ROAD
    THOUSAND OAKS,CA91360     		NONE PC GENERAL FUND 2,500
    FAMILY ACCESS NETWORK FOUNDATION
    2125 NE DAGGETT LANE
    BEND,OR97701     		NONE PC GENERAL FUND 50,000
    FOODSHARE INC
    4156 SOUTHBANK ROAD
    OXFORD,CA93036     		NONE PC GENERAL FUND 10,000
    FRIENDS OF THE CHILDREN
    465 WASHINGTON STREET
    EUGENE,OR97401     		NONE PC EUGENE CHAPTER 175,000
    FRIENDS OF THE CHILDREN
    1649 W CENTRAL
    MISSOULA,MT59801     		NONE PC MISSOULA CHAPTER 125,000
    HARBOR HOUSE
    1811 11TH AVENUE
    OAKLAND,CA94606     		NONE PC GENERAL FUND 2,500
    JOHN G SHEDD INSTITUTE FOR THE ARTS
    868 HIGH STREET
    EUGENE,OR97401     		NONE PC TRANSFORMATION CAMPAIGN 400,000
    JORDAN SCHNITZER MUSEUM OF ART
    1430 JOHNSON LANE
    EUGENE,OR97403     		NONE PC GENERAL FUND 7,500
    KLCC PUBLIC RADIO FOUNDATION
    136 W 8TH AVENUE
    EUGENE,OR97401     		NONE PC GENERAL FUND 250,000
    LANE COMMUNITY COLLEGE FOUNDATION
    4000 E 30TH AVENUE
    EUGENE,OR97405     		NONE PC CENTER FOR LEARNING 5,000
    LOWELL SCHOOL PTA
    1215 PHILLIPS STREET
    MISSOULA,MT59802     		NONE PC CAPITAL CAMPAIGN 250,000
    MANY MANSIONS
    1259 E THOUSAND OAKS BLVD
    THOUSAND OAKS,CA91362     		NONE PC GENERAL FUND 5,000
    MISSOULA BUTTERFLY HOUSE AND INSECTARIUM
    120 HICKORY STREET STE A
    MISSOULA,MT59801     		NONE PC GENERAL FUND 250,000
    MISSOULA CREATIVE WRITING COLLABORATIVE
    28 FORT MISSOULA ROAD
    MISSOULA,MT59804     		NONE PC GENERAL FUND 12,000
    MOUNTAIN HOME
    2606 SOUTH AVENUE WEST
    MISSOULA,MT59804     		NONE PC GENERAL FUND 4,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW 550
    WASHINGTON,DC20006     		NONE PC 2021 FRIENDS OF THE FAMILY CONTRIBUTION 5,000
    NORTHWEST YOUTH CORPS
    2621 AUGUSTA STREET
    EUGENE,OR97403     		NONE PC GENERAL FUND 3,500
    OHSU FOUNDATION
    1121 SW SALMON STREET 100
    PORTLAND,OR97205     		NONE PC TYKESON FAMILY TERM 50,000
    OREGON STATE UNIVERSITY FOUNDATION
    4238 SW RESEARCH WAY
    CORVALLIS,OR97333     		NONE PC CASCADES CAMPUS EXPANSION FUND/LPI HEALTHY AGING PROGRAM/TYKESON HALL 100,000
    PARTNERS HOPE FOUNDATION
    PO BOX 1262
    MISSOULA,MT59806     		NONE PC CAPITAL CAMPAIGN FOR HOSPICE HOUSE 1,025,000
    PARTNERS IN CARE
    2075 NE WYATT COURT
    BEND,OR97701     		NONE PC GENERAL FUND 200,000
    PEARL BUCK CENTER INC
    3690 W 1ST AVENUE
    EUGENE,OR97402     		NONE PC GENERAL FUND 88,020
    SISTERS PARK AND RECREATION DISTRICT
    PO BOX 2215
    SISTERS,OR97759     		NONE PC SISTERS SKATE PARK 15,000
    SPARK ARTS DBA MISSOULA CULTURAL COUNCIL
    PO BOX 7662
    MISSOULA,MT59807     		NONE PC GENERAL FUND 30,000
    ST CHARLES FOUNDATION
    2500 NE NEFF ROAD
    BEND,OR97701     		NONE PC ICU PATIENT TOWER 200,000
    ST VINCENT DE PAUL SOCIETY OF LANE COUNTY INC
    PO BOX 24608
    EUGENE,OR97402     		NONE PC GIRLS YOUTH HOUSE 34,000
    STAND FOR CHILDREN
    2121 SW BROADWAY STE 130
    PORTLAND,OR97201     		NONE PC GENERAL FUND 30,000
    UNITED WAY OF LANE COUNTY
    3171 GATEWAY LOOP
    SPRINGFIELD,OR97477     		NONE PC KITS PROGRAM 100,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVENUE SUITE 410
    EUGENE,OR97403     		NONE PC SAIL PROGRAM 150,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVENUE SUITE 410
    EUGENE,OR97403     		NONE PC OREGON BACH FESTIVAL BUILDING FUND 200,000
    VOLUNTEERS IN MEDICINE OF LANE COUNTY
    2260 MARCOLA ROAD
    SPRINGFIELD,OR97477     		NONE PC GENERAL FUND 75,000
    YWCA MISSOULA
    1800 SOUTH 3RD STREET WEST
    MISSOULA,MT59801     		NONE PC GENERAL FUND 1,000
    Total .................................bullet 3a 3,905,020
    bApproved for future payment
    BAGS OF LOVE INC
    1052 GREEN ACRES ROAD
    EUGENE,OR97408     		NONE PC GENERAL FUND 50,000
    BOYS & GIRLS CLUB OF BEND
    500 NW WALL STREET
    BEND,OR97703     		NONE PC GENERAL FUND 75,000
    EUGENE FAMILY YMCA
    2055 PATTERSON STREET
    EUGENE,OR97401     		NONE PC CAPITAL CAMPAIGN 1,000,000
    FAMILY ACCESS NETWORK FOUNDATION
    2125 NE DAGGETT LANE
    BEND,OR97701     		NONE PC GENERAL FUND 50,000
    FOOD FOR LANE COUNTY
    770 BAILEY HILL ROAD
    EUGENE,OR97402     		NONE PC GENERAL FUND 25,000
    FOODSHARE INC
    4156 SOUTHBANK ROAD
    OXFORD,CA93036     		NONE PC GENERAL FUND 25,000
    FRIENDS OF THE CHILDREN
    1649 W CENTRAL
    MISSOULA,MT59801     		NONE PC MISSOULA CHAPTER 125,000
    FRIENDS OF THE CHILDREN
    465 WASHINGTON STREET
    EUGENE,OR97401     		NONE PC LANE COUNTY CHAPTER 75,000
    FRIENDS OF THE CHILDREN
    465 WASHINGTON STREET
    EUGENE,OR97401     		NONE PC EUGENE CHAPTER 50,000
    FUND FOR OREGON RURAL JOURNALISM
    PO BOX 6020
    BEND,OR97708     		NONE PC GENERAL FUND 20,000
    HEARTS AND HORSES FOUNDATION
    8 TURNBERRY STREET
    SETAUKET,NY11733     		NONE PC GENERAL FUND 20,000
    MISSOULA COMMUNITY FOUNDATION
    PO BOX 8806
    MISSOULA,MT59807     		NONE PC GENERAL FUND 65,000
    MISSOULA CREATIVE WRITING COLLABORATIVE
    28 FORT MISSOULA ROAD
    MISSOULA,MT59804     		NONE PC GENERAL FUND 12,000
    MISSOULA FAMILY YMCA
    3000 RUSSELL STREET
    MISSOULA,MT59801     		NONE PC GENERAL FUND 250,000
    MISSOULA FOOD BANK AND COMMUNITY CENTER
    1720 WYOMING STREET
    MISSOULA,MT59801     		NONE PC GENERAL FUND 25,000
    MONTANA CHILDREN'S FOUNDATION
    PO BOX 5539
    HELENA,MT59604     		NONE PC GENERAL FUND 250,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE 3RD FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL FUND 250,000
    OHSU FOUNDATION
    1121 SW SALMON STREET 100
    PORTLAND,OR97205     		NONE PC TYKESON FAMILY TERM PROFESSORSHIP IN WELLNESS RESEARCH 50,000
    OREGON STATE UNIVERSITY FOUNDATION
    4238 SW RESEARCH WAY
    CORVALLIS,OR97333     		NONE PC CASCADES CAMPUS 100,000
    PARTNERS IN CARE
    2075 NE WYATT COURT
    BEND,OR97701     		NONE PC GENERAL FUND 200,000
    PEARL BUCK CENTER INC
    3690 W 1ST AVENUE
    EUGENE,OR97402     		NONE PC GENERAL FUND 35,000
    RELIEF NURSERY INC
    1720 W 25TH STREET
    EUEG,OR97405     		NONE PC GENERAL FUND 100,000
    ST CHARLES FOUNDATION
    2500 NE NEFF ROAD
    BEND,OR97701     		NONE PC ICU PATIENT TOWER 200,000
    STAND FOR CHILDREN
    2121 SW BROADWAY STE 130
    PORTLAND,OR97201     		NONE PC GENERAL FUND 30,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVENUE SUITE 410
    EUEG,OR97403     		NONE PC JORDAN SCHNITZER MUSEUM OF ARTS 78,947
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVENUE SUITE 410
    EUGENE,OR97403     		NONE PC SAIL PROGRAM 150,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVENUE SUITE 410
    EUGENE,OR97403     		NONE PC OREGON BACH FESTIVAL BUILDING FUND 200,000
    VOLUNTEERS IN MEDICINE OF LANE COUNTY
    2260 MARCOLA ROAD
    SPRINGFIELD,OR97477     		NONE PC GENERAL FUND 75,000
    VOLUNTEERS IN MEDICINE OF THE CASCADES
    2300 NE NEFF ROAD
    BEND,OR97701     		NONE PC GENERAL FUND 125,000
    Total .................................bullet 3b 3,710,947
    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 ...........     		    14 200  
    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 ............     		    14 25,070,347  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH-OTHER INCOME     		525920   14 -143,997  
    bPASSTHROUGH-UBTI 523000 -40,183      
    cSECTION 951A GILTI         12
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -40,183 26,321,495 12
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    26,281,324
    (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.)
    11 GILTI INCOME INCLUSION FROM PASSTHROUGH ENTITY
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    TYKESON FAMILY CHARITABLE TRUST
     
    Employer identification number

    36-7428977
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    TYKESON FAMILY CHARITABLE TRUST
          		Employer identification number
    36-7428977
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DONALD E TYKESON MARITAL TRUST
     
    PO BOX 78
     
    OVANDO, MT59854

    		$ 113,070


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RILDA M TYKESON TRUST
     
    PO BOX 78
     
    OVANDO, MT59854

    		$ 216,477


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    TYKESON FAMILY CHARITABLE TRUST
          		Employer identification number

    36-7428977
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    TYKESON FAMILY CHARITABLE TRUST
          		Employer identification number

    36-7428977
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 36,702 18,351   18,351

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB: MUTUAL FUNDS 78,136,860 81,349,321
    HUBB FILTERS, INC. 265,000 269,249
    BIOENERGY, INC. 28,132 28,132
    UROMEDICA, INC. 22,538 15,792

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD.- SERIES A AT COST 500,000 1,827,896
    ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD.- SERIES K AT COST 1,588,455 1,806,234
    CLUB EQUITY DEMAREE LLC AT COST 698,136 668,293
    CLUB EQUITY III LLC AT COST 2,412,551 2,445,587
    DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP AT COST 7,189,126 7,342,593
    ELLIOTT INTERNATIONAL LTD. AT COST 7,303,197 14,268,108
    ELEVATE CAPITAL FUND II LLC AT COST 182,355 202,478
    GEM REALTY SECURITIES LP AT COST 892,522 903,030
    MHR INSTITUTIONAL PARTNERS II LP AT COST 341,046 301,768
    MOON CAPITAL GLOBAL EQUITY OFFSHORE FUND LP AT COST 10,816 8,006
    MOON CAPITAL GLOBAL EQUITY FUND LP AT COST 25,161 20,041
    OAKTREE MEZZANINE FUND III LP AT COST 16,995 11,527
    OAKTREE PRIVATE INVESTMENT FUND 2010 LP AT COST 290,020 321,791
    OAKTREE PRIVATE INVESTMENT FUND IVLP AT COST 1,387,940 1,624,098
    OAKTREE VALUE OPPORTUNITIES (CAYMAN) FUND LP AT COST 379,244 1,308,241
    OCM OPPORTUNITIES FUND VII LP AT COST 15,644 4,027
    OCM OPPORTUNITIES FUND VII LP AIF (DELAWARE) LP AT COST 109 0
    O'CONNOR NORTH AMERICAN PROPERTIES PARTNERS LP AT COST 255,676 165,367
    RUSSIA PARTNERS II O SERIES LP AT COST 17,181 0
    TOWNSEND DIVERSIFIED REAL ESTATE FUND LP AT COST 1,040,137 1,682,784
    TR LAND COMPANY LLC AT COST 566,623 122,284
    TRIDENT IV LP AT COST 61,646 84,073
    VIRTUS REAL ESTATE CAPITAL LP AT COST 32,832 91,830
    WEXFORD PARTNERS 11 LP AT COST 98,763 69,324
    OAKTREE VALUE OPPORTUNITIES FEEDER FUND LP AT COST 2,681,448 3,748,510
    VIACELL LLC AT COST 0 709

    TY 2021 OtherAssetsSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    WEXFORD PARTNERS 10 LP -40,440 -62,842 89,526
    WEXFORD PARTNERS VIII LP -268,542 -309,439 241,015
    OAKTREE ENHANCED INCOME FUND LP 20,096 -3,321 5,942


    TY 2021 OtherExpensesSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 4,149 0   4,149
    INSURANCE 2,250 0   2,250
    INVESTMENT EXPENSE FROM PASSTHROUGH ENTITIES 146,009 146,009   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH-OTHER INCOME -143,997 -143,997 -143,997
    PASSTHROUGH-UBTI -40,183   -40,183
    SECTION 951A GILTI 12 12 12


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 100,000 100,000   0
    GRANTMAKING COUNSEL FEES 3,530 0   3,530


    TY 2021 TaxesSchedule
    Name:
    TYKESON FAMILY CHARITABLE TRUST
    EIN:
    36-7428977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 86,044 0   0
    OREGON ANNUAL FEES 2,400 0   2,400
    STATE INCOME TAXES 51,668 51,668   0
    PAYROLL TAXES 6,026 0   6,026
    FOREIGN TAXES 37,744 37,744   0