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
BARBARA EMILY KNUDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12806
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALEM, OR97309
A Employer identification number

27-2245059
B Telephone number (see instructions)

(503) 371-9636
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$6,329,512
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 141,925 141,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 466,394
b Gross sales price for all assets on line 6a 1,610,370
7 Capital gain net income (from Part IV, line 2)... 466,394
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)....... 315 217  
12 Total. Add lines 1 through 11........ 608,634 608,536  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,936 0   35,936
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,375 4,688   4,687
c Other professional fees (attach schedule).... 43,522 43,522   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,384 3,622   762
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 608 0   608
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,876 0   3,876
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,701 51,832   45,869
25 Contributions, gifts, grants paid....... 184,000 184,000
26 Total expenses and disbursements. Add lines 24 and 25 281,701 51,832   229,869
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 326,933
b Net investment income (if negative, enter -0-) 556,704
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......... 24,587 190,305 190,305
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 689,474 Click to see attachment569,802 569,802
b Investments—corporate stock (attach schedule)....... 3,230,971 Click to see attachment3,679,828 3,679,828
c Investments—corporate bonds (attach schedule)....... 733,879 Click to see attachment648,910 648,910
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 936,250 Click to see attachment1,240,650 1,240,650
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment40 Click to see attachment17 Click to see attachment17
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,615,201 6,329,512 6,329,512
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........... 5,615,201 6,329,512
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,615,201 6,329,512
30 Total liabilities and net assets/fund balances (see instructions). 5,615,201 6,329,512
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
5,615,201
2
Enter amount from Part I, line 27a .....................
2
326,933
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
387,378
4
Add lines 1, 2, and 3 ..........................
4
6,329,512
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
6,329,512
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 310,821   280,493 30,328
b 1,256,700   863,483 393,217
c 42,849     42,849
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       30,328
b       393,217
c       42,849
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 466,394
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 7,738
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 7,738
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,106
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,745
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,851
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 38
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 2,075
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,075 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
     
    No
    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 addressbulletHTTP://WWW.GOSW.ORG/SITES/KNUDSONFOUNDATION/
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (503) 371-9636

    Located atbulletPO BOX 12806SALEMOR ZIP+4bullet97309
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EMILEE PROVOST DIRECTOR
    2.00
    6,886 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    RICHARD MCGINTY TREASURER
    2.00
    8,125 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    PATRICK MELIUS PRESIDENT
    2.00
    7,801 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    SHARON SMITH SECRETARY
    2.00
    8,000 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    STEPHEN BLOWERS DIRECTOR
    2.00
    5,124 0 0
    694 HIGH STREET NE
    SALEM,OR97301
    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
    5,990,584
    b
    Average of monthly cash balances.......................
    1b
    30,127
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,020,711
    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
    6,020,711
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    90,311
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,930,400
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    296,520
    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
    296,520
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,738
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,738
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    288,782
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    288,782
    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
    288,782
    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 7 288,782
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 11,130
    b From 2017...... 3,957
    c From 2018...... 5,223
    d From 2019...... 2,084
    e From 2020...... 4,115
    f Total of lines 3a through e ........ 26,509
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 229,869
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 229,869
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 26,509 26,509
    (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 ..........
    32,404
    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
    ABC HOUSE
    PO BOX 68
    ALBANY,OR97321
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    ASSISTANCE LEAGUE OF SALEM KEIZER
    1148 COMMERCIAL STREET SE
    SALEM,OR97302
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    BELLONI RANCH
    320 CENTRAL AVE STE 406
    COOS BAY,OR97420
    NONE PUBLIC CHARITY GENERAL SUPPORT 12,000
    BETHLEHEM INN
    PO BOX 8540
    BEND,OR97708
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CANYON CRISIS & RESOURCE CENTER
    825 NW SANTIAM BLVD
    MILL CITY,OR97360
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CENTRAL OREGON VETERAN'S RANCH
    PO BOX 8302
    BEND,OR97708
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    CLATSOP COMMUNITY COLLEGE
    1651 LEXINGTON AVE
    ASTORIA,OR97103
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    COCC FOUNDATION
    2800 NW COLLEGE WAY
    BEND,OR97701
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    COLUMBIA GORGE COMMUNITY COLLEGE
    400 E SCENIC DR
    THE DALLES,OR97058
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    FRIENDS OF SALEM SENIOR CENTER
    2615 PORTLAND RD NE
    SALEM,OR97301
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    HOME LIFE INC
    2068 NW FILLMORE AVE
    CORVALLIS,OR97330
    NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    LANE COMMUNITY COLLEGE FOUNDATION
    4000 EAST 30TH AVENUE
    EUGENE,OR97405
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    LAPINE COMMUNITY KITCHEN
    PO BOX 813
    LA PINE,OR97739
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    LIBERTY HOUSE
    2685 4TH ST NE
    SALEM,OR97301
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    LINN BENTON COMMUNITY COLLEGE
    6500 PACIFIC BLVD SW
    ALBANY,OR97321
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    MARION-POLK FOOD SHARE
    1660 SALEM INDUSTRIAL DRIVE NE
    SALEM,OR97301
    NONE PUBLIC CHARITY GENERAL SUPPORT 28,000
    PHILOMATH COMMUNITY SERVICES
    PO BOX 1334
    PHILOMATH,OR97370
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    PHILOMATH FOOD BANK
    360 S 9TH ST
    PHILOMATH,OR97370
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SALEM POLICE FOUNDATION
    PO BOX 2631
    SALEM,OR97308
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    SOUTHWEST OREGON CC FOUNDATION
    1988 NEWMARK AVENUE
    COOS BAY,OR97420
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    THE HARBOR INC
    PO BOX 1342
    ASTORIA,OR97103
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    UMPQUA COMMUNITY COLLEGE
    1140 UMPQUA COLLEGE RD
    ROSEBURG,OR97470
    NONE PUBLIC CHARITY STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
    ALSEA FOOD BANK
    18080 ALSEA HWY
    ALSEA,OR97324
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    HOMELESS OREGON PET PROJECT
    PO BOX 523
    ROGUE RIVER,OR97537
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    JOHN DAY SENIOR CENTER
    142 DAYTON STREET
    JOHN DAY,OR97845
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PORTLAND ANIMAL WELFARE TEAM
    1718 NE 82D AVE
    PORTLAND,OR97220
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    ROSE HAVEN DAY SHELTER & COMMUNITY CENTER
    1740 NW GLISAN ST
    PORTLAND,OR97209
    NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    SEEDING JUSTICE
    3625 N MISSISSIPPI AVE
    PORTLAND,OR97227
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    THE GIVING PLATE
    1245 SE 3RD ST C7
    BEND,OR97702
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    WILLAMETTE VALLEY FIRST RESPONDERS CHAPLAINS
    4505 MARION ST SE STE A
    ALBANY,OR97322
    NONE PUBLIC CHARITY GENERAL SUPPORT 11,000
    WILLAMETTE VALLEY HOSPICE
    1015 3RD ST NW
    SALEM,OR97304
    NONE PUBLIC CHARITY GENERAL SUPPORT 22,000
    Total .................................bullet 3a 184,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 466,394  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME
        14 217  
    bREFUNDS RECEIVED     01 98  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 608,634 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    608,634
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,375 4,688   4,687

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Name of Bond End of Year Book Value End of Year Fair Market Value
    THE GOLDMAN SACH 30,088 30,088
    GEORGIA POWER CO 31,799 31,799
    BNSF LLC 31,255 31,255
    AMERICAN TOWER CORP 32,298 32,298
    GENERAL MILLS 52,523 52,523
    AMGEN INC 31,602 31,602
    JP MORGAN CHASE 31,679 31,679
    MORGAN STANLEY 32,440 32,440
    COMCAST CORP 32,241 32,241
    MERCK & CO INC 37,414 37,414
    WELLS FARGO & CO 39,116 39,116
    STARBUCKS CORP 30,546 30,546
    METLIFE INC 40,123 40,123
    VERIZON COMMUNIC 38,915 38,915
    THE HOME DEPOT 32,344 32,344
    MCDONALD'S CORP 63,027 63,027
    INTEL CORP 31,681 31,681
    ABBVIE INC 29,819 29,819

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 78,532 78,532
    ALPHABET INC 220,175 220,175
    AMAZON.COM INC 90,027 90,027
    AMETEK INC 32,349 32,349
    ANALOG DEVICES INC 59,762 59,762
    AON PLC 9,017 9,017
    APPLE INC 198,345 198,345
    AVERY DENNISON CORP 47,645 47,645
    BEST BUY INC 31,496 31,496
    BROADCOM INC 89,830 89,830
    CANADIAN PAC RAILWAY 8,993 8,993
    CARRIER GLOBAL CORP 30,374 30,374
    CELANESE CORP 20,167 20,167
    CHEVRON CORP 36,965 36,965
    DANA HOLDING CORP 29,210 29,210
    DBS GROUP HOLDINGS 13,630 13,630
    ENTERGY CORP 27,036 27,036
    FERGUSON PLC 27,088 27,088
    FORTIVE CORP 64,846 64,846
    HOME DEPOT INC 60,176 60,176
    HONEYWELL INTL INC 51,085 51,085
    HOYA CORP 20,192 20,192
    ING GROEP ADR 16,565 16,565
    INTERCONTL HTLS 8,738 8,738
    JBS S A 13,152 13,152
    JOHNSON & JOHNSON 45,334 45,334
    JPMORGAN CHASE & CO 87,884 87,884
    KINGFISHER PLC 11,529 11,529
    LEGRAND SA 10,862 10,862
    MASCO CORP 62,496 62,496
    MASTERCARD INC 35,933 35,933
    MICROSOFT CORP 274,101 274,101
    MORGAN STANLEY 61,350 61,350
    MOTOROLA SOLUTIONS 62,491 62,491
    NIKE INC 36,667 36,667
    NOVO-NORDISK A S 14,000 14,000
    NXP SEMICONDUCTORS 17,084 17,084
    ORIZ CORP 16,285 16,285
    PARKER-HANNIFIN CORP 38,174 38,174
    PHILIP MORROS INTL 57,950 57,950
    PROCTER & GAMBLE 31,080 31,080
    RECRUIT CO LTD 9,013 9,013
    ROCHE HLDG AG 18,092 18,092
    RWE AG ORD 11,432 11,432
    SCHLUMBERGER LTD 29,651 29,651
    SHIN ETSU CHEMICAL CO 14,112 14,112
    SONY CORP 38,552 38,552
    STRYKER CORP 24,068 24,068
    TFI INTERNTNL INC 14,574 14,574
    THERMO FISHER SCNTFC 42,703 42,703
    TJX COMPANIES INC 61,495 61,495
    TORONTO-DOMINION BK 15,336 15,336
    TOTALENERGIES SE 5,193 5,193
    TRUIST FINL CORP 68,796 68,796
    UNION PACIFIC CORP 42,828 42,828
    UNITEDHEALTH GRP INC 102,939 102,939
    VISA INC 50,927 50,927
    VOYA FINL INC 47,080 47,080
    WALMART INC 18,810 18,810
    ZOETIS INC 40,265 40,265
    ABBOTT LABORATORIES 20,407 20,407
    AIR LIQUIDE 8,020 8,020
    APPLIED MATERIALS 42,487 42,487
    AUTONATION INC 41,482 41,482
    BLACKSTONE INC 25,878 25,878
    BROWN & BROWN INC 33,032 33,032
    CANADIAN NATURAL RES F 17,745 17,745
    CAPITAL ONE FC 31,194 31,194
    CHARTER COMMUICATION 20,211 20,211
    CISCO SYSTEMS INC 48,795 48,795
    COTERRA ENERGY INC 26,980 26,980
    DASSAULT SYSTEM S A 11,936 11,936
    DEUTSCHE POST AG 12,816 12,816
    ERSTE GROUP BANK A G 9,560 9,560
    FIRST HORIZON COPR 31,190 31,190
    FORTINET INC 73,677 73,677
    HERBALIFE NUTRITION LT F 12,279 12,279
    LKQ CORP 37,819 37,819
    MACQUARIE GROUP LIMITE F 10,508 10,508
    MAGNA INTL INC 9,713 9,713
    MCDONALDS CORP 33,509 33,509
    META PLATFORMS INC 73,997 73,997
    NUTRIEN LTD 13,536 13,536
    OSHKOSH TRUCK CORP 38,321 38,321
    PFIZER INC 86,213 86,213
    SALESFORCE COM 49,555 49,555
    SONIC HEALTHCARE LTD 5,046 5,046
    SSE PLC 9,362 9,362
    TECHNIPFMC LTD 5,210 5,210
    UNIVERSAL MUSIC GROUP 11,120 11,120
    WARNER MUSIC GROUP CORP 23,749 23,749

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    US Government Securities - End of Year Book Value:

    569,802
    US Government Securities - End of Year Fair Market Value:

    569,802
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES MSCI EAFE SMALL FMV 32,890 32,890
    ISHARES MSCI JAPAN ETF FMV 14,731 14,731
    ISHARES RUSSELL 2000 FMV 197,981 197,981
    HARDING LOEVNER INSTL EM FMV 113,274 113,274
    JPMORGAN US SMALL COMPAN FMV 190,228 190,228
    MATTHEWS PACIFIC TIGER FMV 70,379 70,379
    VERSUS CAP MULTI-MAN FMV 212,503 212,503
    VERSUS CAP REAL ASSETS FMV 246,461 246,461
    BOSTON PROPERTIES FMV 36,858 36,858
    DIGITAL REALTY TRUST FMV 40,680 40,680
    VARIANT ALTERNATIVE INCO FMV 84,665 84,665

    TY 2021 OtherAssetsSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST PURCHASED 40 17 17


    TY 2021 OtherExpensesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 97 0   97
    INSURANCE 914 0   914
    BUSINESS FEES & LICENSE 70 0   70
    WEBSITE DEVELOPMENT 2,600 0   2,600
    WEBSITE MAINTENANCE 195 0   195


    TY 2021 OtherIncomeSchedule2
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 217 217 217
    REFUNDS RECEIVED 98   98


    TY 2021 OtherIncreasesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Description Amount
    UNREALIZED GAINS 387,378


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 43,522 43,522   0


    TY 2021 TaxesSchedule
    Name:
    BARBARA EMILY KNUDSON FOUNDATION
    EIN:
    27-2245059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,622 3,622   0
    STATE CT-12 FEE 762 0   762