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
RAYMOND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12475
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97212
A Employer identification number

56-6502391
B Telephone number (see instructions)

(888) 730-4933
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$47,752,298J 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 108 108  
4 Dividends and interest from securities... 745,592 745,592  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,445,108
b Gross sales price for all assets on line 6a 9,250,612
7 Capital gain net income (from Part IV, line 2)... 1,445,108
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 98,611 98,611  
12 Total. Add lines 1 through 11........ 2,289,419 2,289,419  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 0   36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,179 6,000   5,179
c Other professional fees (attach schedule).... Click to see attachment 124,995 124,995   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,641 0   3,641
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,886 1,490   5,396
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,701 132,485   50,216
25 Contributions, gifts, grants paid....... 1,898,083 1,898,083
26 Total expenses and disbursements. Add lines 24 and 25 2,080,784 132,485   1,948,299
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 208,635
b Net investment income (if negative, enter -0-) 2,156,934
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......... 1,343,206 553,175 553,175
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) 75,854 Click to see attachment35,138 37,256
b Investments—corporate stock (attach schedule)....... 23,363,324 Click to see attachment26,536,291 43,143,159
c Investments—corporate bonds (attach schedule)....... 2,426,092 Click to see attachment188,630 193,020
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,376,172 Click to see attachment3,086,976 3,825,688
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,584,648 30,400,210 47,752,298
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 30,584,648 30,400,210
29 Total net assets or fund balances (see instructions)..... 30,584,648 30,400,210
30 Total liabilities and net assets/fund balances (see instructions). 30,584,648 30,400,210
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
30,584,648
2
Enter amount from Part I, line 27a .....................
2
208,635
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
30,793,283
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
393,073
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,400,210
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2020-12-01 2021-12-31
b
c
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 9,250,612   7,805,504 1,445,108
b
c
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       1,445,108
b
c
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 1,445,108
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 29,981
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 29,981
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 68,524
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,615
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 94,139
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 64,158
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet64,158 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletUT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDANI KERRIGAN Telephone no.bullet (888) 730-4933

    Located atbulletPO BOX 12475PORTLANDOR ZIP+4bullet97212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    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
    DANIELA MEGAN KERRIGAN DIRECTOR
    43.00     		36,000 0 0
    PO BOX 12475
    PORTLAND,OR97212
    ROBERT RAYMOND DIRECTOR
    1.00     		0 0 0
    PO BOX 12475
    PORTLAND,OR97212
    WILLIAM KERRIGAN DIRECTOR
    1.00     		0 0 0
    PO BOX 12475
    PORTLAND,OR97212
    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
    44,595,893
    b
    Average of monthly cash balances.......................
    1b
    1,130,908
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    45,726,801
    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
    45,726,801
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    685,902
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    45,040,899
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,252,045
    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
    2,252,045
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    29,981
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,981
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,222,064
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,222,064
    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
    2,222,064
    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 2,222,064
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,720,986
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,948,299
    a Applied to 2020, but not more than line 2a 1,720,986
    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..... 227,313
    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 ..........     		1,994,751
    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
    ACCESS INC
    500 OFFICE CENTER DR SUITE 100
    FORT WASHINGTON,PA19034     		NONE PC TO EMPOWER AND SERVE PEOPLE IN NEED OF SPECIALIZED SUPPORT 5,000
    ADDICTION RECOVERY CENTER
    PO BOX 1182
    CAMPBELL,CA95009     		NONE PC TO PROVIDE THE OPPORTUNITY FOR INDIVIDUALS AND THEIR FAMILIES TO CHOOSE A HEALTHIER WAY OF LIFE 5,000
    ADOPT-A-NATIVE-ELDER PROGRA
    328 WEST GREGSON AVENUE
    SALT LAKE CITY,UT84115     		NONE PC TO CREATE A BRIDGE OF HOPE BETWEEN NATIVE AMERICANS AND OTHER CULTURES 5,000
    ALEX HONNOLD FOUNDATION
    159WEST300SOUTH200
    SALT LAKE CITY,UT84101     		NONE PC TO REDUCE ENVIRONMENTAL IMPACT AND ADDRESS INEQUALITY BY SUPPORTING SOLAR ENERGY INITIATIVESWORLDWIDE. 500
    ALL SAINTS SCHOOL
    601 NE CESAR E CHAVEZ BLVD
    PORTLAND,OR97232     		NONE PC TO CULTIVATE A UNIFIED FAITH-CENTERED COMMUNITY AND, IN PARTNERSHIP WITH PARENTS, PREPARE STUDENTS TO BE LIFE-LONG LEARNERS WHO ARE RESPONSIBLE CITIZENS COMMITTED TO THE VALUES OF CHRIST 30,000
    APPALSHOP
    91 MADISON AVENUE
    WHITEBURG,KY41858     		NONE PC TO ENLIST THE POWER OF EDUCATION, MEDIA, THEATER, MUSIC, AND OTHER ARTS TO DOCUMENT, DISSEMINATE, AND REVITALIZE THE LASTING TRADITIONS AND CONTEMPORARY CREATIVITY OF APPALACHIA. 5,000
    ARMY EMERGENCY RELIEF
    2530 CRYSTAL DR SUITE 13161
    ARLINGTON,VA22202     		NONE PC TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO U.S. ARMY SOLDIERS (BOTH ACTIVE DUTY AND RETIREES) 10,000
    ASANTE FOUNDATION
    229 N BARTLETT ST
    MEDFORD,OR97501     		NONE PC TO ENHANCE HEALTH CARE IN OUR REGION 400,000
    ASHLAND INDEPENDENT FILM
    PO BOX 218
    ASHLAND,OR97520     		NONE PC TO CELEBRATE THE DIVERSITY OF HUMAN EXPERIENCE THROUGH THE ART OF INDEPENDENT FILM BY ENRICHING, EDUCATING AND INSPIRING ALL AUDIENCES 5,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVE
    CHESTNUT,MA02467     		NONE PC TO SUPPORT THE APPALACHIA VOLUNTEERS PROGRAM 1,000
    BOYS HOPE GIRLS HOPE
    12120 BRIDGETON SQUARE DRIVE
    BRIDGETON,MO63044     		NONE PC TO SUPPORT NATIONWIDE AND INTERNATIONAL RESIDENTIAL AND EDUCATIONAL PROGRAM 150,000
    BRITT MUSIC & ARTS FESTIVAL
    216 W MAIN ST
    MEDFORD,OR97501     		NONE PC TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION 5,000
    BUBBAVILLE INC
    PO BOX 6012
    PORTLAND,OR97228     		NONE PC TO SUPPORT OLD-TIME MUSIC AND DANCE IN PORTLAND, OREGON 15,000
    BUCKNELL UNIVERSITY
    1DENTDRIVEFINANCEOFFICE
    LEWISBURG,PA01783     		NONE PC TO SUPPROT EDUCATION 5,000
    BUTTONWOOD FOUNDATION
    11 WALL ST 21ST FL
    NEW YORK,NY10005     		NONE PC TO PROVIDE SCHOLARSHIPS, GRANTS AND HONORARIUM TO QUALIFYING COLLEGE STUDENTS OF NEW YORK STOCK EXCHANGE 10,000
    CAMELOT THEATRE COMPANY
    PO BOX 780
    TALENT,OR97540     		NONE PC TO SUPPORT TO PRODUCE HIGH-QUALITY AFFORDABLE PLAYS, MUSICALS AND MUSICAL EVENTS WHILE PROVIDING A SUPPORTIVE ENVIRONMENT '" FOR PROFESSIONAL AND AMATEUR THEATER ARTISTS AND TECHNICIANS AND INSPIRING AND TRAINING ADULTS, TEENS, AND ~ CHILDREN IN THE THEATER ARTS 5,000
    CASA OF JACKSON COUNTY
    409 N FRONT ST
    MEDFORD,OR97501     		NONE PC TO PROVIDE SPECIALLY TRAINED COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 20,000
    CENTER FOR MAINE
    POBOX1767
    ROCKLAND,ME04841     		NONE PC TO ADVANCESCONTEMPORARYARTINMAINETHROUGHEXHIBITIONSAND EDUCATIONALPROGRAMS 5,000
    CHARITABLE PARTNERSHIP FUND
    PO BOX 13276
    PORTLAND,OR97213     		NONE PC TO BUILD CAPACITY AND INCREASE PHILANTHROPY 10,000
    CHEBEAGUE & CUMBERLAND LAND TRUST
    371 TUTTLE ROAD 2
    CUMBERLAND,ME04021     		NONE PC TO PRESERVE AND PROTECT THE INTRINSIC VALUES AND PUBLIC BENEFITS OF THE NATURAL RESOURCES IN THE TOWNS OF CHEBEAGUE ISLAND AND CUMBERLAND 10,000
    CHEBEAGUE ISLAND COMMUNITY
    247 SOUTH RD UNIT 3
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 2,500
    CHEBEAGUE ISLAND COUNCIL
    PO BOX 12
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO FUND AND MANAGE THE HEALTH CENTER 5,250
    CHEBEAGUE ISLAND HISTORICAL
    PO BOX 28
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO RESEARCH AND RECORD THE PAST AND PRESENT HISTORY OF CHEBEAGUE ISLAND 47,000
    CHEBEAGUE ISLAND LIBRARY
    247 SOUTH RD UNIT 3
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 5,000
    CHEBEAGUE ISLAND LIVING HISTORY FARM
    PO BOX 43
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO HELP THREE-DIMENSIONAL SETTING TO LEARN ABOUT THE ISLAND'S SIGNIFICANT AGRICULTURAL PAST AND ITS FOLK CULTURE 13,333
    CHEBEAGUE RECREATION CENTER
    382 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE CHILDREN, TEENAGERS, ADULTS, AND SENIORS WITH A FACILITY IN WHICH THEY CAN PARTICIPATE 5,000
    CHEBEAGUE UNITED METHODIST
    258 NORTH RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO TEACH MORE ABOUT THE WAYS YOU CAN CONNECT WITH OUR CHURCH COMMUNITY 12,500
    CHILDREN'S HEALING ART PROJ
    8065 SE GRAND AVE STE 160
    PORTLAND,OR97202     		NONE PC TO BRING THE HEALING POWER OF ART TO CHILDREN AND FAMILIES FACING MEDICAL CHALLENGES 5,000
    COMMUNITY HEALTH CENTER
    110 S WOODLAND ST
    WINTER GARDEN,FL34787     		NONE PC TO PROVIDE QUALITY AND COMPASSIONATE PRIMARY HEALTHCARE SERVICES 5,000
    COMMUNITY WORKS INC
    168 NEWBURY STREET
    LAWRENCE,MA01841     		NONE PC TO PROVIDE COMMUNITY DEVELOPMENT 5,000
    COMPASSION HIGHWAY PROJECT
    PO BOX 1653
    MEDFORD,OR97501     		NONE PC TO HELP CONNECT AND PROVIDE TO THE COMMUNITY 20,000
    CRAG LAW CENTER
    3141 E BURNSIDE
    PORTLAND,OR97214     		NONE PC TO PROTECT AND SUSTAIN THE PACIFIC NORTHWEST'S NATURAL LEGACY 50,000
    CRATERIAN PERFORMANCES
    23 S CENTRAL AVE
    MEDFORD,OR97501     		NONE PC TO ENHANCE THE CULTURAL OPPORTUNITIES OF THE REGION AND INCREASE COMMUNITY PRIDE 5,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE PC TO HELP PROVIDE LIFESAVING MEDICAL CARE TO THOSE MOST IN NEED 5,000
    DOGS FOR BETTER LIVES
    10175 WHEELER RD
    CENTRAL POINT,OR97502     		NONE PC TO PROVIDE ASSISTANCE DOGS TO PEOPLE ACROSS THE NATION 5,000
    FAMILY DOGS NEW LIFE SHELTER
    9101 SE STANLEY AVENUE
    PORTLAND,OR97206     		NONE PC TO RESCUE AND REHOME NEEDY DOGS. 500
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		NONE PC TO STRENGTHEN FAMILIES SO THAT CHILDREN CAN LIVE SAFELY AND DEVELOP FULLY IN THEIR PARENTS' CARE 5,000
    FAMILY SOLUTIONS
    201 W MAIN ST STE 4B
    MEDFORD,OR97501     		NONE PC TO PROVIDE THE HIGHEST QUALITY AND COST EFFECTIVE MENTAL HEALTH SERVICES TO THE MOST VULNERABLE YOUTH 5,000
    FOREST PARK CONSERVANCY
    833 SW 11TH SUITE 800
    PORTLAND,OR97205     		NONE PC TO HELP PROTECT AND FOSTER THE ECOLOGICAL HEALTH OF FOREST PARK 10,000
    FRIENDS OF ANIMAL SHELTER
    PO BOX 1013
    PHOENIX,OR97535     		NONE PC TO RECRUIT AND TRAIN VOLUNTEERS WHO WILL SAVE LIVES BY INCREASING PET ADOPTIONS AT THE JACKSON COUNTY 2,500
    FRIENDS OF CALLIGRAPHY
    PO BOX 425194
    SAN FRANCISCO,CA94142     		NONE PC TO HELP ENCOURAGE INDIVIDUAL EXCELLENCE, TO FOSTER A WIDER APPRECIATION AND DEEPER UNDERSTANDING OF CALLIGRAPHY, ITS HISTORY AND APPLICATIONS 1,000
    FRIENDS OF THE STRAND INC
    PO BOX 4186
    MARIETTA,GA30061     		NONE PC TO PARTNER AND SERVE BY PROVIDING CULTURAL ENTERTAINMENT, PROGRAMS, AND MEETING SPACE THAT IS ACCESSIBLE 3,000
    GEORGES RIVER LAND TRUST
    8 N MAIN ST SUITE 200
    ROCKLAND,ME04841     		NONE PC TO PROTECT THE SPECIAL PLACES IN OUR LANDSCAPE THAT HOLD CONSERVATION VALUE 5,000
    GMHC
    15 SOUTH FIFTH STREET NO 710
    MINNEAPOLIS,MN55402     		NONE PC TO PRESERVE, IMPROVE & INCREASE AFFORDABLE HOUSING ASSIST COMMUNITIES WITH HOUSING REVITALIZATION 10,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PC TO PROVIDE GUIDE DOGS TO PEOPLE WITH VISION LOSS 10,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		NONE PC TO BUILD AN ENDOWMENT TO GENERATE ONGOING SUPPORT FOR THE WORK OF HEIFER PROJECT INTERNATIONAL 10,500
    ISLAND COMMONS RESOURCE CEN
    132 LITTLEFIELD RD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO SUPPOT OPERATION OF AN ADULT FAMILY CARE HOME FOR THE BENEFIT OF ELDERLY RESIDENTS OF CHEBEAGUE ISLAND 150,000
    ISLAND INSTITUTE
    386 MAIN ST
    ROCKLAND,ME04841     		NONE PC TO SUSTAIN MAINE'S ISLAND AND REMOTE COASTAL COMMUNITIES, AND TO EXCHANGE IDEAS AND EXPERIENCES 5,000
    JACKSON COUNTY LIBRARY
    205 S CENTRAL AVE
    MEDFORD,OR97501     		NONE PC TO HELP CONNECT EVERYONE TO INFORMATION, IDEAS AND EACH OTHER 5,000
    JACKSONVILLE COMMUNITY CENTER
    1823 JACKSONVILLE JOBSTOWN RD
    BORDENTOWN,NJ08505     		NONE PC TO HELPCOMMUNITIESDISCOVER, APPLY, SUSTAIN COMMUNITYPLANNING 5,000
    JACKSONVILLE SENIOR CENTER
    100 VICTORY CIRCLE
    JACKSONVILLE,AR72076     		NONE PC TO PROVIDE A PLACE FOR SENIOR ADULTS TO SOCIALIZE, HAVE A HOT MEAL AND STAY ACTIVE 5,000
    JACKSONVILLE WOODLANDS
    PO BOX 1210
    JACKSONVILLE,OR97530     		NONE PC TO PRESERVE FORESTED OPEN SPACE 6,500
    JEFFERSON PUBLIC RADIO
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		NONE PC TO FOSTER THE HUMAN INTELLECTUAL AND CREATIVE SPIRIT 5,000
    JESUIT VOLUNTEER CORPS
    801 SAINT PAUL ST
    BALTIMORE,MD21202     		NONE PC TO CREATE A MORE JUST AND HOPEFUL WORLD, THE JESUIT VOLUNTEER CORPS ENGAGES PASSIONATE YOUNG PEOPLE IN VITAL SERVICE WITHIN POOR COMMUNITIES, FOSTERING THE GROWTH OF LEADERS COMMITTED TO FAITH IN ACTION 20,000
    KAIROS JACKSON SERVICES
    1175 E MAIN ST
    MEDFORD,OR97504     		NONE PC TO COLLABORATE WITH YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO PROVIDE INTENSIVE MENTAL HEALTH SERVICES 5,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212     		NONE PC TO CLOSE THE RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS 100,000
    LIFELONG SKILLS FOUNDATION
    PO BOX 58492
    SALT LAKE,UT84158     		NONE PC TO PROVIDE A SAFETY NET AND SUPPORT NETWORK FOR TRANSITION AGE YOUTH 5,000
    LIVES IN THE BALANCE
    85 EXCHANGE STREET SUITE 201
    PORTLAND,ME04101     		NONE PC TO PROVIDE VITAL RESOURCES TO CAREGIVERS OF CHALLENGING KIDS AND HEIGHTENS AWARENESS OF THE DETRIMENTAL EFFECTS OF PUNITIVE INTERVENTIONS 10,000
    LIVING OPPORTUNITIES
    PO BOX 1105
    MEDFORD,OR97501     		NONE PC TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THE SAME NEIGHBORHOODS 10,000
    MAGDALENE HOME
    7363 ROCKPOINT LN
    TYLER,TX75703     		NONE PC TO TEACH AND PREACH THE GOSPEL THROUGH SPEAKING ENGAGEMENTS 5,000
    MAINE FARMLAND TRUST
    97 MAIN STREET
    BELFAST,ME04915     		NONE PC TO PROTECT FARMLAND, SUPPORT FARMERS, AND ADVANCE THE FUTURE OF FARMING 10,000
    MARTHA O'BRYAN CENTER
    711 SOUTH SEVENTH STREET
    NASHVILLE,TN37206     		NONE PC TO EMPOWER CHILDREN, YOUTH, AND ADULTS IN POVERTY TO TRANSFORM THEIR LIVES THROUGH WORK, EDUCATION 5,000
    MASLOW PROJECT
    500 MONROE ST
    MEDFORD,OR97501     		NONE PC TO OFFER EVERY HOMELESS CHILD AND YOUTH THE PROBABILITY OF SUCCESS AND THE OPPORTUNITY 5,000
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT ST
    PORTLAND,OR97214     		NONE PC TO HELP PEOPLE MOVE BEYOND THE LIMITATIONS OF POVERTY, INEQUITY AND SOCIAL ISOLATION 15,000
    NATURAL RESOURCES COUNCIL
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PC TO PROTECT, RESTORE, AND CONSERVE MAINE'S ENVIRONMENT, NOW AND FOR FUTURE GENERATIONS 10,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVE
    PORTLAND,OR97205     		NONE PC TO HELP DEDICATE TO MAKING OREGON'S LONG, RICH HISTORY VISIBLE AND ACCESSIBLE TO ALL 1,000
    OREGON PUBLIC BROADCASTING
    7140 S MACADAM AVE
    PORTLAND,OR97219     		NONE PC TO HELP PROVIDE AN INDEPENDENT MEDIA VOICE 5,000
    OREGON SHAKESPEARE FESTIVAL
    15 SOUTH PIONEER STREET
    ASHLAND,OR97520     		NONE PC TO REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS 5,000
    OUT MAINE
    PO BOX 1723
    ROCKLAND,ME04841     		NONE PC TO SUPPORT AND EMPOWER LGBTQ 5,000
    PEAR
    338 NW 6TH
    PORTLAND,OR97209     		NONE PC TO MENTOR PORTLAND'S HOMELESS YOUTH TO AFFIRM PERSONAL WORTH AND CREATE HEALTHIER LIVES AND COMMUNITIES 70,000
    PAW FUND
    PO BOX 99485
    EMERYVILLE,CA94662     		NONE PC TO HELP PEOPLEHELP THEIR PETS 50,000
    PETA
    501 FRONT ST
    NORFOLK,VA23510     		NONE PC TO HELP ESTABLISHING AND PROTECTING THE RIGHTS OF ALL ANIMALS 50,000
    PLANNED PARENTHOOD SOUTH
    123 WILLIAM ST
    NEW YORK,NY10038     		NONE PC TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS 10,000
    POPE MEMORIAL HUMANE SOCIET
    PO BOX 1294
    ROCKLAND,ME04841     		NONE PC TO CARE FOR AND PLACE UNWANTED AND ABANDONED ANIMALS IN LOVING HOMES 5,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211     		NONE PC TO SUPPORT THE DEVELOPMENT OF NEW PLAYS, EDUCATING YOUNG PEOPLE, AND REINVENTING THE MEANS 55,000
    PROVIDENCE COMMUNITY HEALTH
    375 ALLENS AVE
    PROVIDENCE,RI02905     		NONE PC TO HELP IMPROVE THE WELL-BEING OF THE COMMUNITIES WE SERVE BY PROVIDING HIGH QUALITY, ACCESSIBLE, PATIENT-CENTERED CARE REGARDLESS OF CULTURAL BACKGROUND, SOCIAL BARRIERS, OR ABILITY TO PAY 30,000
    RANDALL THEATRE COMPANY
    10 E 3RD ST
    MEDFORD,OR97501     		NONE PC TO BRING TOGETHER THE BEST IN SOUTHERN OREGON ACTORS, DIRECTORS AND TECHNICAL STAFF IN AN INVITING AND MEANINGFUL SETTING 5,000
    RECOMPENSE
    PO BOX 425194
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO PROVIDE CARE TO REFUGEE FAMILIES 5,000
    REFUGEE CARE COLLECTIVE
    10160 NIMBUS AVE
    PORTLAND,OR97223     		NONE PC TO HELP WELCOME OUR NEWEST NEIGHBORS, AND TO BE THE PEOPLE THAT CREATE HOME 50,000
    ROGUE RETREAT
    1410 W 8TH ST
    MEDFORD,OR97501     		NONE PC TO PROVIDE TREATMENT, TRANSITIONAL HOUSING, VOCATIONAL DEVELOPMENT AND REFERRALS TO LOW INCOME INDIVIDUALS 10,000
    ROGUE VALLEY DIST COUNCIL
    155 N 1ST STREET
    CENTRAL POINT,OR97502     		NONE PC TO PROMOTE QUALITY OF LIFE 5,000
    SAN FRANCSICO CHAMBER ORCHESTRA
    601 VAN NESS AVE SUITE E-517
    SAN FRANCISCO,CA94102     		NONE PC TO HELP MAKE CLASSICALMUSICACCESSIBLE TO AUDIENCES OF ALL AGES AND BACKGROUNDS ACROSS THE BAY AREA 50,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE ROAD
    JACKSONVILLE,OR97530     		NONE PC TO HELP PEOPLE, ANIMALS, AND THE EARTH WORK TOGETHER FOR MUTUAL HEALING. 5,000
    SANTA SABINA CENTER
    5 MAGNOLIA AVE
    SAN RAFAEL,CA94901     		NONE PC TO HELP PROVIDE A PLACE OF STUDY, PRAYER AND COMMUNITY AS THEY EXTEND THE MINISTRY OF THE DOMINICAN SISTERS OF SAN RAFAEL IN SUPPORT OF CONTEMPLATIVE SPIRITUAL EXPLORATION 10,000
    SCIENCE WORKS
    1500 E MAIN ST
    ASHLAND,OR97520     		NONE PC TO SUPPORT EDUCATING VISITORS IN SCIENCE AND TECHNOLOGY, WHILE PROVIDING AN ENTERTAINING DESTINATION 2,500
    SNYP SPAYNEUTER CLINIC
    111 N PACIFIC HWY
    TALENT,OR97540     		NONE PC TO HELP PROVIDING AFFORDABLE SPAY/NEUTER SERVICES 5,000
    SOCIAL VENTURE PARTNERS
    308 SW 1ST AVE 158
    PORTLAND,OR97204     		NONE PC TO INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY CAUSES. 60,000
    SOLDIER'S BEST FRIEND
    14505 N 75TH AVE
    PEORIA,AZ85381     		NONE PC TO PROVIDE UNITED STATES MILITARY VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER 5,000
    SOUTHERN OREGON HUMANE SOCIETY
    2910 TABLE ROCK RD
    MEDFORD,OR97501     		NONE PC TO RESCUE ANIMALS FROM SHELTERS WHERE THEY HAVE ALREADY BEEN MARKED FOR DEATH 2,500
    SOUTHERN OREGON LAND CONSERVANCY
    PO BOX 954
    ASHLAND,OR97520     		NONE PC TO PROTECT AND ENHANCE PRECIOUS LAND IN THE ROGUE RIVER REGION TO BENEFIT OUR HUMAN AND NATURAL COMMUNITIES 5,000
    SOUTHERN OREGON PUBLIC TELEVISION
    28 S FIR ST STE 200
    MEDFORD,OR97501     		NONE PC TO PROVIDE ALTERNATIVE AND EDUCATIONAL TELEVISION PROGRAMMING 5,000
    SOUTHERN UTAH WILDERNESS
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT84111     		NONE PC TO HELP THE PRESERVATION OF THE OUTSTANDING WILDERNESS AT THE HEART OF THE COLORADO PLATEAU, 5,000
    STANFORD GRADUATE SCHOOL OF
    655 KNIGHT WAY
    STANDFORD,CA94305     		NONE PC TO SUPPORT ITS GENERAL OPRATIONS 1,000
    TENNESSEE KIDS BELONG
    1229 LAKEVIEW DR
    FRANKLIN,TN37067     		NONE PC TO EMPOWER AND EQIP LEADERS IN THE GOVERNMENT, BUSINESS, FAITH BASED AND CREATIVE SECTORS TO END THE CRISIS FOR KIDS IN FOSTER CARE 5,000
    TOWN OF CHEBEAGUE ISLAND
    192 NORTH ROAD
    CHEBEAGUE ISLAND,ME04017     		NONE PC TO HELP TO SUSTAIN THE VIABILITY OF THEIR ISLAND COMMUNITY. 10,000
    UNITED WAY OF JACKSON COUNT
    536 NORTH JACKSON STREET
    JACKSON,MI49201     		NONE PC TO IMPROVE LIVES IN JACKSON COUNTY BY MOBILIZING THE COMMUNITY TO MAKE LASTING CHANGE IN COMMUNITY 10,000
    WORLD BICYCLE RELIEF
    1000 WEST FULTON MARKET 4TH FLOOR
    CHICAGO,IL60607     		NONE PC TO MOBILIZE PEOPLE THROUGH THE POWER OF BICYCLES 10,000
    WOUNDED WARRIORS PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PC TO HONOR AND EMPOWER WOUNDED WARRIORS 5,000
    YMCA OF MEDFORD OREGON
    522 W 6TH ST
    MEDFORD,OR97501     		NONE PC TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY 5,000
    Total .................................bullet 3a 1,898,083
    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 ...........     		    14 108  
    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 1,445,108  
    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 2,289,419 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,289,419
    (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:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUTING 11,179 6,000   5,179

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVIEW CA UN SCH 30,321 31,380
    ISHARES TRUST ISHARES 1-5 YEAR 158,309 161,640

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMAZON.COM INC 197,942 666,868
    AMERICAN GROUP INC COM NEW 303,712 284,300
    AMGEN INC 378,650 449,940
    ANHEUSER BUSCH INBEV SPON ADR 260,911 181,650
    APPLE INC 254,654 1,242,990
    AT&T INC 1,099,606 811,800
    BANK OF AMER CORP 129,704 400,410
    BANK OF NEW YORK MELLON CORP 345,083 464,640
    BERKSHIRE HATHAWAY INC NEW 91,460 310,063
    BRISTOL MYERS SQUIBB CO 276,316 361,630
    CISCO SYSTEMS INC 561,586 950,550
    CITIGROUP INC 360,002 483,120
    COCA COLA CO COM 214,054 296,050
    COMCAST CORP NEW CL A 163,281 251,650
    CUMMINS INC 352,321 327,210
    CVS HEALTH CORP 541,815 825,280
    WALT DISNEY CO (HOLDING CO) 166,879 387,225
    DOW INC 340,109 453,760
    DUKE ENERGY CORP NEW 68,754 109,096
    DUPONT DE NEMOURS INC 356,433 403,900
    FEDEX CORP 254,511 517,280
    FIRST SOLAR INC 192,975 261,480
    FORD MOTOR CO COM 601,157 1,246,200
    FREEPORT-MCMORAN INC 234,797 834,600
    GENERAL MOTORS CO 175,083 293,150
    GENL ELEC CO 336,886 425,115
    GENL MILLS INC 133,141 202,140
    GILEAD SCIENCES INC 321,019 363,050
    GOODYEAR TIRE & RUBBER CO 131,383 319,800
    HOME DEPOT INC 43,772 455,266
    HONEYWELL INTL INC 147,521 289,203
    INTEL CORP 177,718 309,000
    INTL BUSINESS MACH 632,033 668,300
    INTL PAPER CO 155,621 234,900
    JOHNSON & JOHNSON COM 233,094 342,140
    JPMORGAN CHASE & CO 149,540 475,050
    KRAFT HEINZ CO/THE 509,747 430,800
    MCDONALDS CORP 83,356 308,281
    MERCK & CO INC COM 67,582 107,296
    METLIFE INC 187,346 249,960
    MICROSOFT CORP 112,009 672,640
    MOLSON COORS BEVERAGE CO CL B 371,087 370,800
    MONDELEZ INTL INC 83,938 215,905
    MORGAN STANLEY 72,245 296,934
    NEXTERA ENERGY INC COM 166,197 373,440
    PEPSICO INC 128,311 210,189
    PFIZER INC 234,418 487,163
    PLUG POWER INC COM NEW 337,499 282,300
    PROCTER & GAMBLE CO 142,183 327,160
    QUALCOMM INC 160,609 548,610
    RAYTHEON TECHNOLOGIES CORP 72,849 134,684
    SUNRUN INC 137,170 343,000
    TRUIST FINL CORP 98,650 191,751
    UNITED PARCEL SERVICE INC CL B 313,049 643,020
    US BANCORP DEL (NEW) 146,310 296,353
    VERIZON COMMUNICATIONS INC 348,032 408,250
    VORNADO REALTY TRUST 397,457 223,909
    WALGREENS BOOTS ALLIANCE INC 106,545 130,400
    WILLIAMS COS INC (DEL) 745,309 1,041,600
    WSTN DIGITAL CORP 311,032 521,680
    GENL ELEC CO 236,256 185,917
    CITIGROUP GLOBAL MARKETS 250,000 229,775
    HSBC USA INC 250,000 237,295
    HSBC USA INC 250,000 234,983
    HSBC USA INC 250,000 249,150
    ROYAL BANK OF CANADA 250,000 248,585
    BANK OF NOVA SCOTIA 250,000 250,000
    ADOBE INC. 17,684 262,549
    ADVANCE AUTO PARTS INC 86,215 136,252
    ALCON INC 84,580 127,979
    ALIBABA GROUP HLDG LTD SPON 124,152 81,371
    AMAZON.COM INC 284,704 770,233
    APPLE INC 82,180 480,504
    APTIV PLC 69,721 135,424
    ASML HLDG NV SPON ADR 62,083 135,344
    ATLASSIAN CORP PLC CL A 107,953 191,026
    BIOMARIN PHARMACEUTICAL INC 63,602 70,062
    DEXCOM INC 77,260 114,370
    EATON CORP 134,216 149,835
    EQUINIX INC REIT 86,372 147,176
    FIDELITY NATL INFORMATION SVCS 125,188 102,274
    GRAINGER W W INC 92,786 173,092
    HOME DEPOT INC 125,229 239,046
    IHS MARKIT LTD 103,508 215,596
    INTUITIVE SURGICAL 117,823 126,474
    META PLATFORM 276,530 567,086
    MICROSOFT CORP 66,653 637,326
    MONSTER BEVERAGE CORP NEW COM 114,053 156,257
    NETFLIX INC 214,025 224,710
    NIKE, INC 176,347 186,170
    NVIDIA CORP 54,104 425,283
    NXP SEMICONDUCTORS N V COM EUR 68,294 124,368
    PALO ALTO NETWORKS INC 78,610 248,872
    PAYPAL INC 110,942 111,639
    RAYTHEON TECHNOLOGIES CORP 101,951 135,889
    SALESFORCE.COM INC 251,381 329,607
    SEA LTD 97,934 93,063
    SPLUNK INC 104,128 101,486
    THERMO FISHER SCIENTIFIC INC 120,281 286,913
    TRACTOR SUPPLY COMPANY 91,103 132,184
    UBER TECHNOLOGIES INC 132,386 136,943
    UIPATH INC 85,532 59,821
    ULTA BEAUTY, INC 84,559 162,874
    UNITED PARCEL SERVICE INC CL B 106,397 222,056
    UNITEDHEALTH GROUP INC 55,984 335,932
    VISA INC CL A 287,885 356,921
    WALT DISNEY CO 122,369 136,923
    WORKDAY INC CL A 122,756 140,141
    ZOETIS INC 125,574 270,385
    ALLEGION PLC 125,734 153,498
    ANSYS INC 59,443 127,155
    ASPEN TECHNOLOGY INC DEL 117,775 147,330
    BENTLEY SYSTEMS INC CL B 107,114 161,277
    BERKLEY W R CORP 145,725 188,920
    BRIGHT HORIZONS FAMILY 129,600 116,691
    CDW CORP 119,119 235,702
    CHARLES RIVER LABORATORIES 103,856 299,163
    CHEMED CORP NEW 107,085 125,382
    COOPER COMPANIES INC NEW 156,302 205,281
    COPART INC 97,628 201,200
    DOCUSIGN INC 111,831 70,698
    ELANCO ANIMAL HEALTH INC 127,588 115,194
    EQUIFAX INC 116,638 221,642
    EXPONENT INC 76,412 116,497
    FAIR ISAAC CORP 62,890 87,601
    HENRY JACK & ASSOC INC 83,556 104,703
    INTERACTIVE BROKERS GROUP INC 123,182 175,598
    LENNOX INTL INC 140,642 166,072
    LPL FINL HLDGS INC COM 145,465 174,178
    MSCI INC 97,423 251,816
    NORDSON CORP 107,149 209,321
    POOL CORP 101,233 306,206
    ROLLINS INC 57,705 90,007
    SCOTTS MIRACLE-GRO CO CL A 144,120 253,736
    SITEONE LANDSCAPE SUPPLY INC 82,016 293,886
    TELEDYNE TECHNOLOGIES INC 69,381 72,087
    TERADYNE INC 74,077 269,825
    THOR INDUSTRIES INC 92,369 173,815
    ZEBRA TECHNOLOGIES CORP CL A 118,079 342,240
    AGCO CORP 14,859 15,547
    ALCON INC CHF 33,994 41,121
    AMERICAN WELL CORP CL A 20,929 6,795
    APTIV PLC 28,355 34,969
    BUNGE LIMITED 20,171 28,008
    CF INDUSTRIES HOLDINGS INC 17,480 29,374
    CHINA MENGNIU DAIRY CO LTD ADR 24,878 24,013
    CITRIX SYSTEMS INC 16,895 18,350
    COURSERA INC 30,926 17,841
    DANONE SPON ADR 35,343 31,458
    DIGITAL REALTY TRUST INC REIT 18,521 22,286
    ECOLAB INC 32,349 35,658
    ERSTE GROUP BANK AG ORD EUR 26,501 38,254
    EVOQUA WATER TECHNOLOGIES CORP 17,448 29,079
    GALP ENERGIA SGPS SA B SHRS 15,725 14,687
    GENMAB A/S SPON ADR 23,176 22,984
    IBERDROLA SA EUR 24,046 22,337
    INFINEON TECHNOLOGIES ADR 28,026 31,694
    INGERSOLL RAND INC 34,592 43,680
    KINGSPAN GROUP PLC EUR 17,980 30,926
    KNORR BREMSE AG EUR 33,441 25,935
    LINDE PLC EUR 26,511 36,722
    LIVANOVA PLC GBP 16,897 22,382
    LKQ CORP NEW 12,875 21,251
    MARAVAI LIFESCIENCES HLDGS 6,903 9,344
    MICRON TECHNOLOGY INC 32,977 38,378
    MONTROSE ENVIRONMENTAL GROUP 19,814 31,095
    MOWI ASA SPONSORED ADR 17,803 18,410
    ORPEA ACT EUR 15,662 15,930
    PRIMO WTR CORP 28,310 30,606
    PT BK MANDIRI PERSERO TBK ADR 37,103 38,700
    REGAL REXNORD CORP 33,297 38,461
    ROPER TECHNOLOGIES INC 27,852 34,430
    SEAGEN INC 21,972 21,489
    SHOALS TECHNOLOGIES GROUP INC 22,147 17,569
    SNOWFLAKE INC CL A 25,180 30,488
    SPECTRIS PLC GBP 36,278 38,988
    SPROUTS FARMERS MARKETS INC 14,202 16,710
    SUZANO SA SPON ADR 27,480 28,501
    SWEETGREEN INC CL A 14,992 12,896
    VMWARE INC CL A 33,521 27,000

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    35,138
    State & Local Government Securities - End of Year Fair Market Value:


    37,256


    TY 2021 InvestmentsOtherSchedule2
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COHEN & STEERS INFRASTRUCTURE AT COST 117,106 143,213
    ISHARES MSCI EAFE ETF AT COST 382,329 629,440
    PROSHARES RUSSELL 2000 DIVID AT COST 371,249 501,600
    ROBO GLOBAL ROBOTICS & AUT AT COST 366,768 701,100
    EATON VANCE FLOATING AT COST 59,902 58,901
    PUTNAM ULTRA SHORT AT COST 1,789,622 1,791,434

    TY 2021 OtherDecreasesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Amount
    UNREALIZED LOSSES 393,073


    TY 2021 OtherExpensesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE 1,486 0   1,486
    STATE CHARITABLE ACTIVITIES FEE 2,420 0   2,420
    ACCOUNT FEES 2,980 1,490   1,490


    TY 2021 OtherIncomeSchedule2
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS 98,611 98,611 98,611


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 124,995 124,995   0


    TY 2021 TaxesSchedule
    Name:
    RAYMOND FAMILY FOUNDATION
    EIN:
    56-6502391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,641 0   3,641