TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
BOLLIER FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)34560 NE WILSONVILLE ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEWBERG, OR97312

A Employer identification number

83-2913051

B Telephone number (see instructions)

(503) 380-4061

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$14,623,521J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,500,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	220,345		220,345
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		351,657
b	Gross sales price for all assets on line 6a 2,423,526
7	Capital gain net income (from Part IV, line 2)...			351,657
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).......
12	Total. Add lines 1 through 11........	3,072,002		572,002
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		12,895	6,448	6,447
c	Other professional fees (attach schedule)....		20,249	20,249	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,195	0	1,595
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	34,859		0	34,859
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	70,198		26,697	42,901
25	Contributions, gifts, grants paid.......	363,400			363,400
26	Total expenses and disbursements. Add lines 24 and 25	433,598		26,697	406,301
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,638,404
b	Net investment income (if negative, enter -0-)			545,305
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	79,848	1,439,761	1,447,127
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	8,868,266	10,148,098	13,176,394
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,948,114	11,587,859	14,623,521
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	8,948,114	11,587,859
	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).....	8,948,114	11,587,859
	30	Total liabilities and net assets/fund balances (see instructions).	8,948,114	11,587,859

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,948,114

Enter amount from Part I, line 27a .....................

2,638,404

Other increases not included in line 2 (itemize) bullet

1,348

Add lines 1, 2, and 3 ..........................

11,587,866

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,587,859

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	ABBVIE INC: ABBV	2020-12-18	2021-05-21
b	ACTIVISION BLIZZARD: ATVI	2020-12-28	2021-05-21
c	AFLAC INC: AFL	2002-12-28	2021-05-21
d	AIR PROD & CHEMICALS:APD	2020-07-16	2021-05-21
e	AKAMAI TECHNOLOGIES INC: AKAM	2020-12-28	2021-05-21
	ALBEMARLE CORP: ALB	2020-12-28	2021-05-21
	ALPHABET INC. CLASS C	2020-12-28	2021-05-21
	ALTRIA GROUP INC: MO	2020-12-28	2021-11-19
	AMAZON.COM INC: AMZN	2020-12-28	2021-05-21
	AMCOR PLC F: AMCR	2020-12-28	2021-05-21
	AMGEN INC: AMGN	2020-12-28	2021-05-21
	ANSYS INC: ANSS	2020-12-28	2021-12-28
	AON PLC FCLASS A:AON	2020-12-28	2021-11-19
	APPLE INC: AAPL	2020-12-28	2021-05-21
	ARCHER DANIELS MIDLAND C:ADM	2020-12-28	2021-05-21
	ATMOS ENERGY CORP:ATO	2021-05-21	2021-11-19
	AUTOZONE INC: AZO	2021-05-21	2021-11-19
	BALL CORP: BLL	2021-05-21	2021-11-19
	BIO-RAD LABS INC CLASS AL BIO	2020-12-28	2021-05-21
	BRISTOL - MYERS SQUIBB:BMY	2020-08-20	2021-05-21
	C H ROBINSON WORLDWD: CHRW	2020-12-28	2021-05-21
	CAMPBELL SOUP CO: CPB	2020-12-28	2021-11-19
	CARRIER GLOBAL CORP: CARR	2020-12-28	2021-01-29
	CATERPILLAR INC: CAT	2020-12-28	2021-05-21
	CERNER CORP: CERN	2020-12-28	2021-05-21
	CHARTER COMMUNICATN CLASS A: CHTR	2020-12-28	2021-12-28
	CHUBB LTD F:CB	2020-12-28	2021-05-21
	CINTAS CORP: CTAS	2020-12-28	2021-05-21
	CLOROX CO: CLX	2020-12-28	2021-05-21
	COOPER COMPANIES: COO	2020-12-28	2021-05-21
	CSX CORP: CSX	2020-12-28	2021-12-28
	DANAHER CORP: DHR	2020-12-28	2021-05-21
	DOMINOS PIZZA INC: DPZ	2021-05-21	2021-11-19
	DT MIDSTREAM INC: DTM	2021-05-21	2021-11-19
	EBAY INC: EBAY	2020-12-28	2021-12-28
	ELECTRONIC ARTS INC: EA	2020-12-28	2021-05-21
	EMERSON ELECTRIC CO:EMR	2020-12-28	2021-05-21
	EQUIFAX INC: EFX	2020-12-28	2021-05-21
	EQUIFAX INC: EQIX	2020-12-28	2021-05-21
	EXPEDITORS INTL WASH: EXPD	2020-12-28	2021-05-21
	EXTRA SPACE STORAGE REIT: EXR	2020-12-28	2021-05-21
	FEDEX CORP: FDX	2020-12-28	2021-12-28
	FISERV INC: FISV	2020-12-28	2021-12-28
	FRANKLIN RESOURCES: BEN	2020-12-28	2021-05-21
	GARMIN LTD F: GRMN	2020-12-28	2021-05-21
	GENERAL DYNAMICS CO: GD	2020-12-28	2021-05-21
	GENUINE PARTS CO: GPC	2020-12-28	2021-05-21
	HENRY JACK & ASSOC: JKHY	2020-12-28	2021-05-21
	HUMANA INC: HUM	2020-12-28	2021-12-28
	IDEX CORP: IEX	2020-12-28	2021-05-21
	INTUITIVE SURGICAL: ISRG	2020-12-28	2021-11-19
	J M SMUCKER CO: SJM	2020-12-28	2021-05-21
	JUNIPER NETWORKS INC: JNPR	2020-12-28	2021-05-21
	KROGER CO: KR	2020-12-28	2021-05-21
	KYNDRYL HLDGS INC: KD	2021-01-29	2021-12-28
	LEGETT & PLATT INC: LEG	2020-12-28	2021-05-21
	LILLY ELI & CO: LLY	2020-12-28	2021-05-21
	LINDE PLC F: LIN	2020-12-28	2021-05-21
	LOWES COS INC: LOW	2020-12-28	2021-05-21
	MEDTRONIC PLC F:MDT	2020-12-28	2021-05-21
	METTLER TOLEDO INTL: MTD	2020-12-28	2021-12-28
	NEWMONT CORP: NEM	2020-12-28	2021-12-28
	NORFOLK SOUTHERN CO: NSC	2020-12-28	2021-12-28
	NUCOR CORP: NUE	2020-12-28	2021-05-21
	ORGANON & CO: OGN	2021-05-21	2021-12-28
	ORION OFFICE REIT INC: ONL	2021-11-15	2021-12-28
	OTIS WORLDWIDE CORP: OTIS	2020-12-28	2021-01-29
	PACCAR INC: PCAR	2020-12-28	2021-05-21
	PENTAIR PLC F: PNR	2020-12-28	2021-05-21
	PERKINELMER INC: PKI	2020-12-28	2021-05-21
	PFIZER INC: PFE	2020-12-28	2021-11-19
	PHILIP MORRIS INTL: PM	2020-12-28	2021-05-21
	PINNACLE WEST CAP: PNW	2021-05-21	2021-12-28
	PROGRESSIVE CO OHIO: PGR	2020-12-28	2021-05-21
	PUBLIC STORAGE REIT: PSA	2020-12-28	2021-05-21
	RAYTHEON TECHNOLOGIES CO: RTX	2020-12-28	2021-01-29
	RESMED INC: RMD	2020-12-28	2021-12-28
	ROLLINS INC: ROL	2020-12-28	2021-05-21
	SMITH A O: AOS	2020-12-28	2021-05-21
	STANLEY BLACK & DECK: SWK	2020-12-28	2021-05-21
	STERIS PLC F:STE	2020-12-28	2021-11-19
	SYSCO CORP: SYY	2020-12-28	2021-05-21
	T ROWE PRICE GROUP: TROW	2020-12-28	2021-05-21
	T-MOBILE US INC: TMUS	2020-12-28	2021-12-28
	TARGET CORP: TGT	2020-12-28	2021-05-21
	THERMO FISHER SCNTFC: TMO	2020-12-28	2021-05-21
	TRACTOR SUPPLY COMP: TSCO	2020-12-28	2021-05-21
	TWITTER INC: TWTR	2021-05-21	2021-12-28
	TYLER TECHNOLOGIES: TYL	2020-12-28	2021-05-21
	UNITEDHEALTH GRP INC: UNH	2021-05-21	2021-11-19
	VERISK ANALYTICS INC:CLASS A: VRSK	2021-05-21	2021-12-28
	VF CORP: VFC	2021-05-21	2021-11-19
	VISA INC CLASS A: V	2021-05-21	2021-11-19
	WATERS CORP: WAT	2020-12-28	2021-05-21
	WEST PHARM SRVC INC:WST	2021-01-29	2021-05-21
	WILLIS TOWERS WATSON P F: WLTW	2020-12-28	2021-05-21
	ABBVIE INC: ABBV	2020-08-20	2021-11-19
	ACTIVISION BLIZZARD: ATVI	2020-11-20	2021-12-28
	ALTRIA GROUP INC: MO	2020-07-16	2021-11-19
	AON PLC FCLASS A:AON	2020-08-20	2021-11-19
	ARCHER DANIELS MIDLAND C:ADM	2020-08-20	2021-11-19
	BOOKING HOLDINGS INC: BKNG	2020-07-16	2021-12-28
	CAMPBELL SOUP CO: CPB	2020-07-16	2021-11-19
	CHARTER COMMUNICATN CLASS A: CHTR	2020-08-20	2021-11-19
	CSX CORP: CSX	2020-12-18	2021-12-28
	FEDEX CORP: FDX	2020-12-18	2021-12-28
	FISERV INC: FISV	2020-07-16	2021-12-28
	GARMIN LTD F: GRMN	2020-08-20	2021-11-19
	INTUITIVE SURGICAL: ISRG	2020-07-16	2021-11-19
	ORGANON & CO: OGN	2020-08-20	2021-12-28
	PFIZER INC: PFE	2020-08-20	2021-11-19
	PROGRESSIVE CO OHIO: PGR	2020-07-16	2021-12-28
	STERIS PLC F:STE	2020-08-20	2021-11-19
	T-MOBILE US INC: TMUS	2020-12-18	2021-12-28
	TWITTER INC: TWTR	2020-12-18	2021-12-28
	VERISK ANALYTICS INC:CLASS A: VRSK	2020-08-20	2021-11-19
	DFA INTERMEDIATE-TERM EXTND QLTY I:DFTEX	2021-01-01	2021-04-26
	DFA INVESTMENT GRADE I: DFAPX	2021-01-01	2021-04-26
	DFA INTERMEDIATE-TERM EXTND QLTY I:DFTEX	2020-01-01	2021-04-26
	DFA INTERNATIONAL SMALL CAP VALUE I: DISVX	2019-02-01	2021-04-26
	DFA INTERNATIONAL VALUE I: DFIVX	2020-01-01	2021-04-26
	DFA INVESTMENT GRADE I: DFAPX	2020-01-01	2021-04-26
	DFA REAL ESTATE SECURITIES I: DFREX	2020-01-01	2021-04-26
	DFA SELECTIVELY HEDGED GLOBAL I: DFREX	2020-01-01	2021-04-26
	DFA US CORE EQUITY 2 I: DFQTX	2020-01-01	2021-04-26
	DFA US LARGE CAP VALUE I: DFSVX	2020-01-01	2021-04-26
	DFA US SMALL CAP VALUE I: DFSVX	2020-01-01	2021-04-26
	DFA WORLD EX US CORE EQUITY INSTL: DFWIX	2020-01-01	2021-04-26
	MISCROSOFT CORP: MSFT	2014-10-09	2021-04-26

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	6,981	6,206	775
b	29,599	27,884	1,715
c	2,523	1,990	533
d	2,992	2,858	134
e	28,480	27,082	1,398
	47,356	44,420	2,936
	23,476	17,822	5,654
	22,124	20,481	1,643
	32,136	32,980	-844
	3,126	3,028	98
	25,171	23,566	1,605
	6,134	5,455	679
	21,894	15,596	6,298
	15,753	17,115	-1,362
	20,135	14,886	5,249
	22,283	22,943	-660
	37,210	29,153	8,057
	28,245	27,211	1,034
	23,744	22,916	828
	3,691	3,422	269
	28,993	27,846	1,147
	21,619	25,119	-3,500
	78,399	72,626	5,773
	16,654	12,537	4,117
	2,332	2,336	-4
	26,743	26,137	606
	7,530	6,851	679
	10,474	10,636	-162
	21,460	26,709	-5,249
	27,209	23,554	3,655
	8,977	7,255	1,722
	2,531	2,224	307
	32,281	25,674	6,607
	4,570	4,113	457
	39,741	33,886	5,855
	30,889	30,710	179
	11,709	10,011	1,698
	34,235	26,748	7,487
	21,785	21,496	289
	10,395	8,097	2,298
	28,481	20,945	7,536
	14,658	14,579	79
	4,178	4,519	-341
	16,604	12,375	4,229
	18,557	15,721	2,836
	25,649	20,214	5,435
	5,262	4,020	1,242
	22,537	23,923	-1,386
	4,678	4,082	596
	2,200	1,961	239
	5,235	4,020	1,215
	4,747	4,041	706
	31,199	26,498	4,701
	31,575	27,731	3,844
	1,254	1,737	-483
	11,099	8,844	2,255
	31,994	26,480	5,514
	33,020	28,625	4,395
	19,231	16,280	2,951
	24,923	22,441	2,482
	33,896	28,483	5,413
	7,216	7,175	41
	10,293	8,290	2,003
	11,830	5,986	5,844
	1,348	1,722	-374
	1,244	1,351	-107
	43,851	43,317	534
	26,258	23,997	2,261
	24,195	18,679	5,516
	29,020	25,792	3,228
	25,146	18,556	6,590
	2,433	2,059	374
	21,246	26,225	-4,979
	22,023	23,439	-1,416
	2,769	2,285	484
	34,140	34,375	-235
	6,514	5,296	1,218
	23,653	24,781	-1,128
	38,864	31,221	7,643
	15,813	13,387	2,426
	19,919	15,818	4,101
	8,849	8,142	707
	12,503	9,653	2,850
	4,163	4,650	-487
	27,086	21,187	5,899
	23,158	23,033	125
	33,045	26,043	7,002
	3,031	3,819	-788
	26,151	27,727	-1,576
	28,703	26,847	1,856
	37,881	32,815	5,066
	8,625	9,386	-761
	24,983	28,428	-3,445
	32,831	25,064	7,767
	23,389	21,328	2,061
	30,293	23,948	6,345
	21,538	18,242	3,296
	4,986	5,781	-795
	6,941	6,629	312
	11,914	8,004	3,910
	12,409	8,189	4,220
	4,783	3,485	1,298
	3,262	3,962	-700
	17,008	14,383	2,625
	5,050	4,033	1,017
	1,283	1,381	-98
	2,089	1,995	94
	12,897	9,083	3,814
	5,235	2,995	2,240
	539	695	-156
	10,503	7,091	3,412
	10,945	9,691	1,254
	10,545	7,023	3,522
	3,568	3,913	-345
	2,815	3,602	-787
	10,363	8,018	2,345
	4,649	4,799	-150
	3,439	3,538	-99
	17,415	17,246	169
	7,166	5,922	1,244
	7,577	6,765	812
	24,287	22,469	1,818
	11,350	10,408	942
	18,656	17,985	671
	83,651	58,219	25,432
	13,880	11,291	2,589
	22,243	16,793	5,450
	45,217	35,382	9,835
	100,301	17,938	82,363

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			775
b			1,715
c			533
d			134
e			1,398
			2,936
			5,654
			1,643
			-844
			98
			1,605
			679
			6,298
			-1,362
			5,249
			-660
			8,057
			1,034
			828
			269
			1,147
			-3,500
			5,773
			4,117
			-4
			606
			679
			-162
			-5,249
			3,655
			1,722
			307
			6,607
			457
			5,855
			179
			1,698
			7,487
			289
			2,298
			7,536
			79
			-341
			4,229
			2,836
			5,435
			1,242
			-1,386
			596
			239
			1,215
			706
			4,701
			3,844
			-483
			2,255
			5,514
			4,395
			2,951
			2,482
			5,413
			41
			2,003
			5,844
			-374
			-107
			534
			2,261
			5,516
			3,228
			6,590
			374
			-4,979
			-1,416
			484
			-235
			1,218
			-1,128
			7,643
			2,426
			4,101
			707
			2,850
			-487
			5,899
			125
			7,002
			-788
			-1,576
			1,856
			5,066
			-761
			-3,445
			7,767
			2,061
			6,345
			3,296
			-795
			312
			3,910
			4,220
			1,298
			-700
			2,625
			1,017
			-98
			94
			3,814
			2,240
			-156
			3,412
			1,254
			3,522
			-345
			-787
			2,345
			-150
			-99
			169
			1,244
			812
			1,818
			942
			671
			25,432
			2,589
			5,450
			9,835
			82,363

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	351,657
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 ...................		3

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 and enter “N/A" on line 1.
	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	7,580
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	7,580
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	6,960
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	6,960
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	620
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

JOHN BOLLIER Telephone no. bullet

(503) 380-4061

Located at bullet

34560 NE WILSONVILLE ROADNEWBERGOR ZIP+4 bullet

97132

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(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)

(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)

(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)

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 ..........

Yes

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
JOHN BOLLIER	PRESIDENT/TREASURER 1.00	0	0	0
34560 NE WILSONVILLE ROAD NEWBERG,OR97132	PRESIDENT/TREASURER 1.00	0	0	0
JOAN BOLLIER	VICE PRESIDENT/SECRETARY 1.00	0	0	0
34560 NE WILSONVILLE ROAD NEWBERG,OR97132	VICE PRESIDENT/SECRETARY 1.00	0	0	0

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...................				0

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............. bullet

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......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

10,784,055

Average of monthly cash balances.......................

163,847

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

10,947,902

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,947,902

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

164,219

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

10,783,683

Minimum investment return. Enter 5% (0.05) of line 5................

539,184

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.)

Minimum investment return from Part IX, line 6..................

539,184

Tax on investment income for 2021 from Part V, line 5.......

7,580

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

7,580

Distributable amount before adjustments. Subtract line 2c from line 1............

531,604

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

531,604

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

531,604

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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				531,604
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			125,725
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: $ 406,301
a Applied to 2020, but not more than line 2a			125,725
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.....				280,576
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 ..........				251,028
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

JOHN BOLLIER

JOAN BOLLIER

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST ANDREW NATIVITY 4925 NE 9TH AVE PORTLAND,OR97211	NONE	PC	GENERAL SUPPORT	500
OREGON FOODBANK 7900 NE 33RD DRIVE PORTLAND,OR97211	NONE	PC	GENERAL SUPPORT	1,200
MEALS ON WHEELS 7710 SW 31ST AVE PORTLAND,OR97219	NONE	PC	GENERAL SUPPORT	1,200
EASTERSEALS 141 WEST JACKSON BLVD CHICAGO,IL60604	NONE	PC	GENERAL SUPPORT	1,000
SHINNING STAR FOUNDATION PO BOX 2790 WINTER PARK,CO80482	NONE	PC	GENERAL SUPPORT	7,500
GONZAGA UNIVERSITY 502 EAST BOONE AVE SPOKANE,WA99258	NONE	PC	GENERAL SUPPORT	350,000
DISABLED AMERICAN VETERANS 860 DOLWICK DRVIE ERLANGER,KY41018	NONE	PC	GENERAL SUPPORT	500
OREGON PUBLIC RADIO 7140 SW MACADAM AVE PORTLAND,OR97219	NONE	PC	GENERAL SUPPORT	500
ALZEIHMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO,IL60601	NONE	PC	GENERAL SUPPORT	1,000
Total ................................. 3a				363,400

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	351,657
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		572,002	0

13Total. Add line 12, columns (b), (d), and (e)..................

572,002

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

BOLLIER FAMILY FOUNDATION

Employer identification number

83-2913051

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 BOLLIER FAMILY FOUNDATION

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	JOHN AND JOAN BOLLIER 34560 NE WILSONVILLE ROAD NEWBERG, OR97132	$ 2,500,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization BOLLIER FAMILY FOUNDATION		Employer identification number 83-2913051

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
1	APPRECIATED PUBLICLY TRADED SECURITIES	$ 1,132,134	2021-12-22
(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 BOLLIER FAMILY FOUNDATION			Employer identification number 83-2913051
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREP FEES	12,895	6,448		6,447

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MICROSOFT CORP	73,201	527,013
SOUTWEST AIRLINES	39,368	74,799
VISA	10,970	104,021
DFA INTERMEDIATE-TERM EXTENDED	139,264	150,159
DFA INVESTMENT GRADE I	173,264	186,522
DFA SELECTIVELY HEDGED G	112,189	113,587
DFA INTERNATIONAL SMALL	41,440	49,568
DFA INTERNATIONAL VALUE I	46,846	52,985
DFA REAL ESTATE SECURITIES I	65,649	93,307
DFA US CORE EQUIETY 2 I	332,702	527,567
DFA US LARGE CAP VALUE I	77,438	100,765
DFA US SMALL CAP VALUE I	111,443	160,466
DFA WORLD EX US CORE EQUITY INSTL	233,442	308,352
A T & T INC	68,068	57,318
ABBOTT LABORATORIES	87,440	116,111
ABBVIE INC	66,503	88,010
ACCENTURE PLC	40,480	62,183
ADOBE INC	36,117	42,530
ADVANCED MICRO DEVIC	15,946	27,341
AFLAC INC	36,018	51,091
AGILENT TECHNOLOGIES	29,749	43,106
AIR PROD & CHEMICALS	46,625	51,724
ALBEMARLE CORP	25,463	54,936
ALIGN TECHNOLOGY INC	5,214	6,572
ALLIANT ENERGY CORP	27,321	32,272
ALPHABET INC. CLASS A	85,125	144,852
ALPHABET INC. CLASS C	83,913	144,680
AMAZON.COM INC	226,826	236,738
AMCOR PLC	41,783	44,017
AMER ELECTRIC PWR CO	28,580	30,695
AMGEN INC.	41,013	43,869
APPLE INC	317,730	450,140
APPLIED MATERIALS	11,611	22,817
ARCHER DANIELS MIDLAND C	40,756	59,141
ARTHUR J GALLAGHER&C	24,188	33,934
ATMOS ENERGY CORP	47,194	51,861
AUTO DATA PROCESSING	79,371	102,331
AUTODESK INC	10,165	9,842
BAXTER INTERNTNL	29,944	31,761
BECTON DICKINSON&CO	67,947	67,900
BLACKROCK INC	13,496	18,311
BRISTOL-MYERS SQUIBB	40,004	41,151
BROADCOM INC	17,632	29,943
BROADRIDGE FINL SOLU	24,599	31,079
BROWN FORMAN CORP	68,286	66,303
C M S ENERGY CORP	29,924	32,200
CADENCE DESIGN SYS	6,052	8,386
CATERPILLAR INC	47,790	60,988
CERNER CORP	27,162	33,433
CHEVRON CORP	39,080	51,634
CHIPOTLE MEXICAN GRL	7,043	8,741
CHUBB LTD F	38,485	51,227
CHURCH & DWIGHT CO	28,502	33,313
CINCINNATI FINL	40,721	52,977
CINTAS CORP	41,155	55,396
CLOROX CO	40,386	34,872
COLGATE-PALMOLIVE CO	90,173	93,447
CONAGRA BRANDS INC	24,999	23,393
CONSOLIDATED EDISON	73,501	82,760
COSTCO WHOLESALE CO	52,080	82,317
DANAHER CORP	39,152	60,867
DEERE & CO	19,181	25,717
DEXCOM INC	5,438	8,054
DOLLAR GENERAL CORP	36,804	42,449
ECOLAB INC	39,094	43,399
EDWARDS LIFESCIENCES	5,233	7,773
EMERSON ELECTRIC CO	35,692	45,090
EXPEDITORS INTL WASH	62,643	93,332
EXXON MOBIL CORP	38,146	52,317
FASTENAL CO	24,834	32,350
FRANKLIN RESOURCES	36,128	51,407
GENERAL DYNAMICS CO	39,358	55,245
GENERAL MILLS INC	30,256	33,690
GENUINE PARTS CO	38,552	56,080
GILEAD SCIENCES INC	24,295	29,044
HERSHEY CO	32,217	40,629
HOME DEPOT INC	65,099	93,377
HORMEL FOODS CORP	76,317	76,876
IDEX CORP	22,356	28,358
IDEXX LABS INC	7,404	9,877
ILLINOIS TOOL WORKS	66,722	78,976
INTERCONTINENTAL EXC	36,361	45,818
INTUIT INC	14,267	25,729
INTUITIVE SURGICAL	4,020	5,390
J M SMUCKER CO	22,578	27,164
JOHNSON & JOHNSON	102,228	113,762
KELLOGG CO	28,698	28,989
KIMBERLY CLARK CORP	76,920	80,035
KLA CORP	6,453	10,753
LAM RESEARCH CORP	11,264	17,979
LEGGETT & PLATT INC	37,648	37,661
LILLY ELI & CO	13,653	23,479
LINDE PLC	61,490	84,875
LOCKHEED MARTIN CORP	41,568	39,095
LOWES COS INC	50,885	84,006
MARSH & MC LENNAN CO	34,905	52,146
MASTERCARD INC	31,410	34,135
MC CORMICK & CO INC	74,557	76,805
MCDONALDS CORP	84,148	105,888
MEDTRONIC PLC F	36,662	36,208
MERCK & CO. INC.	48,242	48,283
MICROCHIP TECHNOLOGY	4,104	5,224
MICROSOFT CORP	277,104	422,082
MONDELEZ INTL	33,391	38,128
MONSTER BEVERAGE CORPORA	32,335	36,015
MOODYS CORP	33,391	41,011
MSCI INC	6,206	9,190
NETFLIX INC	36,234	42,171
NEXTERA ENERGY INC	51,968	61,618
NIKE INC	17,163	21,667
NORTHROP GRUMMAN CO	23,148	29,030
NUCOR CORP	35,874	84,471
NVIDIA CORP	49,066	117,644
ORACLE CORP	39,231	46,221
OTIS WORLDWIDE CORP	23,811	23,944
PAYPAL HOLDINGS INCORPOR	40,339	34,887
PENTAIR PLC F	33,843	51,121
PEOPLES UNITED FINL	35,526	51,322
PEPSICO INC	95,225	115,517
PFIZER INC	43,143	43,992
PHILIP MORRIS INTL	23,276	27,550
PROCTER & GAMBLE	113,148	136,589
QUALCOMM INC	23,665	32,917
REGENERON PHARMS INC	10,376	12,630
REPUBLIC SERVICES	28,995	42,532
S&P GLOBAL INC	86,176	117,983
SALESFORCE COM	31,064	36,849
SERVICE NOW INC	15,221	19,473
SHERWIN WILLIAMS CO	69,030	98,605
SMITH A O	36,689	60,095
STANLEY BLACK & DECK	38,806	43,383
STARBUCKS CORP	10,079	12,867
STRYKER CORP	6,631	8,023
SYNOPSYS INC	6,395	9,213
SYSCO CORP	35,713	42,417
T ROWE PRICE GROUP	37,073	51,126
TARGET CORP	63,039	90,262
TESLA INC	83,365	132,098
TEXAS INSTRUMENTS	11,509	14,135
THE COCA-COLA CO	84,994	97,400
THERMO FISHER SCNTFC	29,501	46,707
UNION PACIFIC CORP	48,636	55,425
UNITED PARCEL SRVC	23,939	33,223
UNITEDHEALTH GRP INC	29,110	42,682
VERISIGN INC	24,233	29,189
VERIZON COMMUNICATN	39,241	35,073
VERTEX PHARMACEUTICA	11,017	9,882
VF CORP	36,326	35,512
VISA INC	32,986	34,674
WALGREENS BOOTS ALLI	35,716	44,597
WALMART INC	71,460	73,792
WASTE MANAGEMENT INC	24,545	35,884
WEST PHARM SRVC INC	39,150	63,316
WW GRAINGER INC	65,023	82,918
XCEL ENERGY INC MINN	28,530	28,773
XILINX INC	5,683	8,481
ZOETIS INC	31,955	50,026
AMERN TOWER CORP	32,694	35,100
CROWN CASTLE INTL CO	35,603	41,748
EQUINIX INC	7,090	8,458
ESSEX PROPERTY TR	39,803	58,118
FEDERAL REALTY INVT TR	38,584	62,707
PUBLIC STORAGE	21,302	37,456
REALTY INCM CORP	74,182	81,613
ALLSTATE CORP	27,551	23,530
AMEREN CORP	30,131	31,599
AMERICAN WATER WORKS	29,471	35,883
AMETEK INC	25,995	28,673
BANK OF AMERICAN CORP	44,780	44,490
CISCO SYSTEMS INC	30,377	36,438
DOMINION ENERGY INC	29,302	29,460
DOVER CORP	54,084	55,388
DTE ENERGY CO	22,594	22,713
DUKE ENERGY CORP	29,802	30,421
ENTERGY CORP	26,612	28,163
EVERGY INC	32,496	33,962
EVERSOURCES ENERGY	28,203	30,478
EXELON CORP	32,164	34,656
IBM CORP	39,619	46,113
JPMORGAN CHASE & CO	65,075	64,924
META PLATFORMS INC	109,535	136,222
MOTOROLA SOLUTIONS	31,757	33,963
NASDAQ INC	28,807	36,752
INSOURCE INC	29,521	32,442
O REILLY AUTOMOTIVE	27,195	35,312
PAYCHECK INC	26,783	36,173
PPL CORP	31,080	33,066
PUB SVC ENTERPRISE GP	33,048	35,033
QUEST DIAGNOSTIC INC	31,971	37,197
SOUTHERN CO	28,931	30,861
YUM BRANDS INC	30,578	35,409
ALEXANDRIA REAL EST	28,798	36,788
DUKE REALTY CORP	27,220	39,056
MID AMERICA APARTMENT CO	25,977	37,858
PROLOGIS INC	31,598	35,356
HOME DEPORT	423,431	426,155
META PLATFORMS INC	708,703	753,243

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Description	Amount
ROUNDING	7

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Description	Amount
BASIS ADJUSTMENT	1,348

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	20,249	20,249		0

- TIN:

TY 2021 TaxesSchedule

Name:

BOLLIER FAMILY FOUNDATION

EIN:

83-2913051

Category	Amount	Disbursements for Charitable Purposes
OREGON STATE TAXES	1,295	1,295
FEDERAL TAXES	600	0
DELAWARE STATE TAXES	300	300