Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
VATHEUER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 544
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOBART, WA980250544
A Employer identification number

93-1218806
B Telephone number (see instructions)

(503) 246-9272
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$53,293,032J Accounting method:
Modified Cash
(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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 44,816 44,816  
5a Gross rents............ 4,034,537 4,034,537  
b Net rental income or (loss) 1,696,848
6a Net gain or (loss) from sale of assets not on line 10 1,852,151
b Gross sales price for all assets on line 6a 3,163,997
7 Capital gain net income (from Part IV, line 2)... 1,852,151
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
List of Attached Documents:
// Content
-4,596 0  
12 Total. Add lines 1 through 11........ 5,926,908 5,931,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,206 55,562   143,644
14 Other employee salaries and wages...... 111,831 11,958   99,873
15 Pension plans, employee benefits....... 47,991 4,761   43,230
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,430 6,670   20,760
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
101,739 34,852   66,887
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
841,271 629,114   212,157
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
380,503 314,020   19,483
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
733,946 726,584  
20 Occupancy.............. 688,165 678,936   9,229
21 Travel, conferences, and meetings....... 56,550 348   56,202
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105,695 200   105,494
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,294,327 2,463,005   776,959
25 Contributions, gifts, grants paid....... 1,635,316 1,635,316
26 Total expenses and disbursements. Add lines 24 and 25 4,929,643 2,463,005   2,412,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 997,265
b Net investment income (if negative, enter -0-) 3,468,499
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............   5,032 5,032
2 Savings and temporary cash investments......... 682,468 928,632 928,632
3 Accounts receivable right arrow26,226
Less: allowance for doubtful accounts right arrow   40,325 26,226 26,226
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow40,000
Less: allowance for doubtful accounts right arrow0 0 40,000 40,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,393,614 Click to see attachment
List of Attached Documents:
// Content
5,718,147 		5,718,147
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow49,108,593
Less: accumulated depreciation (attach schedule) right arrow5,016,849 47,098,218 Click to see attachment
List of Attached Documents:
// Content
44,091,744 		44,091,744
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow230,481
Less: accumulated depreciation (attach schedule) right arrow11,834 203,297 Click to see attachment
List of Attached Documents:
// Content
218,647 		218,647
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,176,978 		Click to see attachment
List of Attached Documents:
// Content
2,264,604 		Click to see attachment
List of Attached Documents:
// Content
2,264,604
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,594,900 53,293,032 53,293,032
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
222,578 		Click to see attachment
List of Attached Documents:
// Content
176,427
23 Total liabilities (add lines 17 through 22)......... 222,578 176,427
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 53,372,322 53,116,605
29 Total net assets or fund balances (see instructions)..... 53,372,322 53,116,605
30 Total liabilities and net assets/fund balances (see instructions). 53,594,900 53,293,032
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
53,372,322
2
Enter amount from Part I, line 27a .....................
2
997,265
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
54,369,587
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,252,982
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,116,605
Form 990-PF (2022)
Form 990-PF (2022)
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 CAPITAL GAIN DISTRIBUTIONS P    
c SALE OF OMEGA TOWNHOMES RENTAL P    
d SALE OF CHARITABLE USE ASSET P    
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 18,410   10,063 8,347
b 40,706     40,706
c 3,101,879   1,301,783 1,800,096
d 3,002     3,002
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       8,347
b       40,706
c       1,800,096
d       3,002
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 1,852,151
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 48,212
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 48,212
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 48,212
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 53,970
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 75,970
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 27,755
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow27,755 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOR
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowWWW.VATHEUERFOUNDATION.ORG
14
The books are in care ofright arrowSTEFAN VATHEUER Telephone no.right arrow (503) 246-9272

Located atright arrowPO BOX 544HOBARTWA ZIP+4right arrow980250544
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowMX
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
STEFAN VATHEUER DIRECTOR/PRESIDENT
45.00 		199,206 5,976 0
PO BOX 544
HOBART,WA980250544
MARTIN VATHEUER DIRECTOR
2.00 		0 0 0
PO BOX 544
HOBART,WA980250544
JEANNINE ANSTISS DIRECTOR
2.00 		0 0 0
PO BOX 544
HOBART,WA980250544
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
PRINCETON PROPERTY MANAGEMENT PROPERTY MANAGEMENT 521,627
7831 SE LAKE RD 200
PORTLAND,OR97267
HFO INVESTMENT REAL ESTATE PROPERTY SALE BROKER 163,750
2424 SE 11TH AVE
PORTLAND,OR97214
THOMAS DIXON PROGRAM SUPPORT 82,156
13 SOUTH STREET WEST
ELMIRA,ONN3B 1K7
CA
RED TELESCOPE GLOBAL PROGRAM SUPPORT 75,675
16901 118TH AVE NE
BOTHELL,WA98025
CFO SELECTIONS ACCOUNTING & PROGRAM SUPPORT 54,031
3150 RICHARDS RD SUITE 150
BELLEVUE,WA98005
Total number of others receiving over $50,000 for professional services.............right arrow0
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 ECONOMIC, BUSINESS, EDUCATIONAL AND HEALTH CARE DEVELOPMENT IN MEXICO, BENEFITING APPROX. 350 FAMILIES IN 30 RURAL COMMUNITIES. PROGRAMS INCLUDE AGRICULTURAL AND FARMING TECHNICAL SUPPORT AND COMMERCIALIZATION, AGRICULTURAL BUSINESS ENTITY FORMATION AND ORGANIZATION, WATER USE, FINANCIAL ED AND SCHOLARSHIP PROGRAMS. 457,810
2 TO SUPPORT ORGANIZATIONS THAT CONDUCT RESEARCH AND PROVIDE SERVICES IN APPLIED SCIENCES, INCENTIVIZING AND MONITORING HEALTH INTERVENTIONS, REGENERATIVE MEDICINE, AND SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS. 46,951
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 MIX SABORES DE OAXACA S.A. DE C.V. (MSO) - VATHEUER FAMILY FOUNDATION MADE AN EQUITY PROGRAM-RELATED INVESTMENT IN MSO, AN ENTITY FORMED TO RECEIVE SOCIAL INVESTMENTS WITH THE INTENT OF PROVIDING ATTRACTIVE MARKETS FOR ECONOMICALLY DISADVANTAGED SMALLHOLDER FARMERS OF THE MIXTECA AND SIMILAR REGIONS OF OAXACA STATE, MEXICO; TO DEVELOP PROFITABLE MARKETS FOR ITS NATURAL FOOD PRODUCTS; AND TO CONTRIBUTE TO THE FINANCIAL SUSTAINABILITY OF RURAL COMMUNITIES, NOT ONLY BY PURCHASING FRUIT AND GENERATING EMPLOYMENT, BUT BY USING ITS PROFITS TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS TO RUN PROJECTS AND INITIATIVES THAT BENEFIT THE RURAL COMMUNITIES WHERE FRUIT AND OTHER AGRICULTURAL PRODUCTS ARE SOURCED. 142,503
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow142,503
Form 990-PF (2022)
Form 990-PF (2022)
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
3,347,151
b
Average of monthly cash balances.......................
1b
1,656,936
c
Fair market value of all other assets (see instructions)................
1c
47,536,327
d
Total (add lines 1a, b, and c).........................
1d
52,540,414
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
52,540,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
788,106
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,752,308
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,587,615
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
2,587,615
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
48,212
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,212
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,539,403
4
Recoveries of amounts treated as qualifying distributions................
4
3,002
5
Add lines 3 and 4............................
5
2,542,405
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
2,542,405
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
2,412,275
b
Program-related investments—total from Part VIII-B..................
1b
142,503
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
22,712
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
2,577,490
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,542,405
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018...... 1,250,131
c From 2019...... 80,022
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 1,330,153
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,577,490
a Applied to 2021, 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 2022 distributable amount..... 2,542,405
e Remaining amount distributed out of corpus 35,085
5 Excess distributions carryover applied to 2022. 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 1,365,238
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,365,238
10 Analysis of line 9:
a Excess from 2018.... 1,250,131
b Excess from 2019.... 80,022
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 35,085
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

SUSTAINABLE AGRICULTURE AND FOOD SYSTEM FUNDERS (SAFSF)

133 EAST DE LA GUERRA 306
SANTA BARBARA,CA93101 		  PC SUPPORT OF SAFSF SPONSORSHIP OF THE NATIONAL ASSOCIATION OF STATE DEPARTMENTS OF AGRICULTURE ANNUAL FORUM, AND FUNDS FOR FILMING DOCUMENTARY REPRESENTING PILLARS OF SAFSF AND PARTNER ORGS WORKING IN MANY U.S. LOCATIONS. 70,000

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SPONSOR (8) FULL YEAR ENGINEERING DEGREE SCHOLARSHIPS. 90,952

OHSU FOUNDATION

1121 SW SALMON STREET SUITE 100
PORTLAND,OR97205 		  PC SUPPORT CENTER FOR REGENERATIVE MEDICINE ADVANCED CRITICAL MEDICAL RESEARCH, CENTER INFRASTRUCTURE/LAB AND PRODUCT INNOVATION. 400,000

NEW COVENANT MISSIONS

PO BOX 218
COEUR DALENE,ID83816 		  PC COMMUNITY DEVELOPMENT SUPPORT AND RELIEF PROGRAMS IN SUB-SAHARA AFRICA, THE SAHEL AND ETHIOPIA INCLUDING, MEDICINE, WATER ACCESS, SCHOOL PROJECTS, AND FLOOD RELIEF. 115,000

PROJECT 41

21350 ALBATROSS WAY
REDDING,CA96003 		  PC ORGANIZATIONAL SUPPORT AND WATER FILTRATION PROJECTS IN KENYA AND THE DEMOCRATIC REPUBLIC OF CONGO FOR MARGINALIZED AND INTERNALLY DISPLACED PARTICIPANTS. 50,000

UW FOUNDATION

407 GERBERDING HALL BOX 351210
SEATTLE,WA98195 		  PC SUPPORT FOR DR. ERIC MADFIS RESEARCH AND THE VIOLENCE PREVENTION AND TRANSFORMATION RESEARCH COLLABORATIVE (VPTRC) INITIATIVE ON THE STUDY AND PREVENTION OF VIOLENCE IN GENERAL AND MASS SHOOTINGS, SCHOOL VIOLENCE, AND HATE CRIMES. 50,000

GREEN EMPOWERMENT

140 SW YAMHILL ST
PORTLAND,OR97204 		  PC SUPPORT FOR INITIATIVES IN SE ASIA, LATIN AMERICA AND AFRICA FOCUSING ON RURAL AGRICULTURAL DEVELOPMENT, WATER USE, BIODIGESTERS, REMOTE SOLAR POWER, COUNTRY TO COUNTRY LEARNING EXCHANGES, AND COMMUNITY DEVELOPMENT. 275,000

ACT FOR CONGO

23512 LAKE FRONTAL ROAD
MONROE,WA98272 		  PC SUPPORT FOR INITIATIVES IN EASTERN DEMOCRATIC REPUBLIC OF CONGO FOCUSING ON INTERNALLY DISPLACED PERSONS FROM REGIONAL VIOLENCE AND THE VOLCANIC ERUPTION OF 2021 IN GOMA. 87,000

LUMMI CDFI

12 BELLWETHER WAY SUITE 224
BELLINGHAM,WA98225 		  PC SUPPORTIVE GRANT TO LUMMI CDFI TO ACCOMPANY LOAN INVESTMENT. 10,000

WONDERLAND CHILD & FAMILY SERVICES

2402 NW 195TH PLACE
SHORELINE,WA98177 		  PC EARLY SUPPORT SERVICES FOR PUGET SOUND AREA CHILDREN WITH DEVELOPMENTAL DELAYS. 50,000

THE BACKSTAGE FOUNDATION

108 E MAIN ST SUITE 207
MONROE,WA98272 		  PC SUPPORT FOR OPERATIONS BENEFITTING GIFTED YOUNG DANCERS WHO FACE FINANCIAL CHALLENGES IN CONTINUING THEIR DANCE EDUCATION. 70,000

THE GARAGE

235 1ST AVE
ISSAQUAH,WA98027 		  PC SUPPORT FOR SPANISH-SPEAKING PROGRAM COORDINATOR FOR AFTER-SCHOOL FACILITY OFFERING FREE RESOURCES AND PROGRAMMING SUPPORT IN A SAFE ENVIRONMENT SERVING TEENAGERS IN THE ISSAQUAH, WA SCHOOL DISTRICT. 25,000

VINE MAPLE PLACE

PO BOX 1092
MAPLE VALLEY,WA98038 		  PC SUPPORT FOR OPERATIONS OF PROGRAMS AND EDUCATION BENEFITTING YOUTH, ADULTS AND FAMILIES EXPERIENCING HOMELESSNESS AND RELATED LIFE ISSUES. 32,000

SPECIAL HOPE NETWORK

PO BOX 50543
BELLEVUE,WA98015 		  PC SUPPORT FOR INITIATIVES IN LUSAKA, ZAMBIA SERVING FAMILIES OF CHILDREN WITH DISABILITIES. FUNDS INCLUDED FOR THE PURCHASE OF TWO PERMANENT CARE FACILITIES, STAFF SALARIES, AND SOLAR ENERGY. 59,000

CWU FOUNDATION

400 EAST UNIVERSITY WAY
ELLENSBURG,WA98926 		  PC SUPPORT FOR (2) FULL-YEAR CENTRAL WASHINGTON UNIVERSITY PRE-MEDICINE SCHOLARSHIPS TO STUDENTS DISPLAYING FINANCIAL NEED. 25,000

COLLEGE POSSIBLE WASHINGTON

3211 MARTIN LUTHER KING JR WAY
SOUTH SUITE A
SEATTLE,WA98144 		  PC SUPPORT PROGRAM ADDRESSING BARRIERS TO COLLEGE DEGREES, INCLUDING NEAR-PEER COACHES AND INTENSIVE CURRICULUM. 4,000

KING BAUDOUIN FOUNDATION

10 ROCKEFELLER PLAZA 16TH FLOOR
NEW YORK,NY10020 		  PC SUPPORT INSTALLATION OF AGRICULTURAL SCHOOL AND CURRICULUM DEVELOPMENT BY LOCAL ORG MAVUNO IN DEMOCRATIC REPUBLIC OF CONGO. 53,000

MT BAKER COMMUNITY CLUB

2811 MT RAINIER DRIVE SOUTH
SEATTLE,WA98144 		  PC SUPPORT FOR MARTIN LUTHER KING JR. SCHOLARSHIP AWARDS FOR STUDENTS SHOWING FINANCIAL NEED TO ATTEND COLLEGES OR UNIVERSITIES. 10,000

CWU FOUNDATION

400 EAST UNIVERSITY WAY
ELLENSBURG,WA98926 		  PC SUPPORT SCHOLARSHIPS FOR CWU AGRICULTURAL BUSINESS PROGRAM. 30,000

OHSU FOUNDATION

1121 SW SALMON STREET SUITE 100
PORTLAND,OR97205 		  PC SUPPORT ADVANCED CRITICAL MEDICAL RESEARCH AT CENTER FOR REGENERATIVE MEDICINE, CENTER INFRASTRUCTURE/LAB AND PRODUCT INNOVATION. 80,000
PVC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
SRAE


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
SGLA


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
LSEJ


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
RAC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
SBH


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
ZVMJ


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
OJVG


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,488
PLGR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,366
PZA


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,366
PVM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,241
GAPH


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,241
JEMA


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
SHL


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
EGC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
FBD


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
GMG


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
GTR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
HFE


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
PHM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
HGJI


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
PSG


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
RMI


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
REAC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
RABDC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
SLPL


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
ZMGS


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,119
GRANTS TO UNDERSERVED INDIVIDUALS


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I GRANTS UNDER $1,000 EACH TO UNDERSERVED INDIVIDUALS FOR ASSISTANCE. 15,461
Total .................................right arrow 3a 1,635,316
bApproved for future payment

NEW COVENANT MISSIONS
PO BOX 218
COEUR DALENE,ID83816 		  PC AFRICA SUB-SAHARA, SAHEL AND ETHIOPIA COVID-19 RELIEF INITIATIVES, MEDICINE, ELDERLY WIDOW PROJECT, WATER AND SCHOOL PROJECTS, FLOOD RELIEF. 200,000
GRANTS TO UNDERSERVED INDIVIDUALS

PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I GRANTS UNDER $1,000 EACH TO UNDERSERVED INDIVIDUALS FOR ASSISTANCE. 37,514
Total ................................. right arrow 3b 237,514
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 44,816  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,696,848  
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 1,852,151  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFOREIGN EXCHANGE LOSS 		    01 -4,596  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,589,219 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,589,219
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 101,739 34,852   66,887

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TY 2022 DepreciationSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
TOWNHOMES BUILDING- 876-884 2015-10-01 233,537 53,080 SL 27.500000000000 6,369 6,369    
TOWNHOMES LAND- 876-884 2015-10-01 273,093   L   0 0    
TOWNHOMES BUILDING- 645-671 2015-10-01 271,067 61,606 SL 27.500000000000 7,393 7,393    
OAK GLEN APT- BUILDING 2015-10-01 14,261,400 3,241,225 SL 27.500000000000 518,596 518,596    
OAK GLEN APT- LAND 2015-10-01 2,838,600   L   0 0    
BRONSON - LAND 2015-10-01 3,064,600   L   0 0    
BRONSON - BUILDING 2015-10-01 4,635,400 742,850 SL 39.000000000000 118,856 118,856    
OAK GLEN APT- ROOF REPLACEMENT 2018-04-30 121,290 16,173 SL 27.500000000000 4,411 4,411    
BRONSON - SWING GATE 2018-01-31 20,302 11,359 SL 7.000000000000 2,900 2,900    
BUILDING 1-6 UNITS 2015-10-01 584,797 132,907 SL 27.500000000000 21,265 21,265    
BUILDING 2-6 UNITS 2015-10-01 584,798 132,908 SL 27.500000000000 21,265 21,265    
LAND 2015-10-01 475,405   L   0 0    
OAK GLEN APT- ROOF REPLACEMENT 2019-03-31 221,795 22,179 SL 27.500000000000 8,065 8,065    
PFM NISSAN NP 300 TRUCK 2020-09-30 17,887 4,471 SL 5.000000000000 3,577 0    
BRONSON EQUIPMENT 2017-05-30 6,913 6,337 SL 5.000000000000 576 576    
BRONSON FURNITURE 2017-09-28 5,570 3,382 SL 7.000000000000 796 796    
BRONSON - ROOF 2021-05-01 252,535 4,317 SL 39.000000000000 6,475 6,475    
TOWNHOMES BUILDING- 6805-6839 2015-10-01 352,640 80,144 SL 27.500000000000 9,617 9,617    
PFM NISSAN FRONTIER TRUCK 2022-03-01 22,712   SL 5.000000000000 3,785 0    
TOWNHOMES LAND- 6805-6839 2015-10-01 154,027   L   0 0    
TOWNHOMES LAND- 645-671 2015-10-01 235,600   L   0 0    

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TY 2022 ExpenditureResponsibilityStmt
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MIX SABORES OAXACA SA DE CV
  		ARTICULO 123 NO 125 COL GRANJAS Y
HUERTOS BRNAM
OAXACA CP   68285
MX 		2018-07-11 1,039,051 EQUITY PROGRAM-RELATED INVESTMENT IN MSO, AN ECONOMIC DEVELOPMENT ACTIVITY. 1,039,051 TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED 3/22/2019, 2/28/2020, 3/16/2021, 12/31/2021, 12/31/2022   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. MSO COMPLIES WITH MEXICAN GOVERMENTAL REQUIREMENTS FOR INDEPENDENT VERIFICATION.

TY 2022 GeneralExplanationAttachment
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-A, LINE 11 SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:MIX SABORES DE OAXACA S.A. DE C.V.ARTICULO 123 NO. 125, COL. GRANJAS Y HUERTOS BRENAMIEL SAN JACINTO AMILPAS, OAXACA C.P. 68285MEXICOEMPLOYER IDENTIFICATION NUMBER:NONEDESCRIPTION OF TRANSFER:CAPITAL CONTRIBUTIONAMOUNT OF TRANSFER:142,503

TY 2022 InvestmentsCorpStockSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Name of Stock End of Year Book Value End of Year Fair Market Value
AUXIER FOCUS FUND 2,386,076 2,386,076
SCHWAB INVESTMENT 3,332,071 3,332,071

TY 2022 InvestmentsLandSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BRONSON - MACHINERY AND EQUIPMENT 12,483 11,090 1,393 1,393
ALEXANDER ROWHOUSE 1,169,595 308,348 861,247 861,247
LAND- ALEXANDER ROWHOUSE 475,405 0 475,405 475,405
OAK GLEN APT- BUILDING 14,604,485 3,810,651 10,793,834 10,793,834
LAND- OAK GLEN APT 2,838,600 0 2,838,600 2,838,600
LAND - BRONSON 3,064,600 0 3,064,600 3,064,600
BRONSON - BUILDING 4,908,237 886,760 4,021,477 4,021,477
ACCUMULATED UNREALIZED GAIN/LOSS ON BASIS OF BLDGS 22,035,188 0 22,035,188 22,035,188

TY 2022 LandEtcSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
PFM NISSAN NP 300 TRUCK 17,887 8,049 9,838 9,838
OAXACA OFFICE LAND 126,588 0 126,588 126,588
OAXACA OFFICE BUILDING 63,294 0 63,294 63,294
PFM NISSAN FRONTIER TRUCK 22,712 3,785 18,927 18,927


TY 2022 LegalFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 27,430 6,670   20,760


TY 2022 OtherAssetsSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MIX SABORES DE OAXACA S.A. DE C.V. - PRI 896,548 1,039,051 1,039,051
PROPERTY TAX 180,430 125,553 125,553
OBSTETRX, INC. - MRI 1,100,000 1,100,000 1,100,000


TY 2022 OtherDecreasesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Amount
UNREALIZED LOSS 1,252,982


TY 2022 OtherExpensesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 29,484 180   29,304
INSURANCE 19,287 0   19,287
OTHER PROGRAM EXPENSE 56,904 0   56,903
OTHER RENTAL EXPENSES 20 20   0


TY 2022 OtherIncomeSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FOREIGN EXCHANGE LOSS -4,596   -4,596


TY 2022 OtherLiabilitiesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS LIABILITIES 157,520 136,380
RENTAL RECEIPTS 65,058 40,047


TY 2022 OtherProfessionalFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM AND IT CONSULTANTS 217,489 5,332   212,157
INVESTMENT MANAGEMENT 5,653 5,653   0
PROP. MGMT SALARIES 14,152 14,152   0
ADMINISTRATIVE EXPENSES 4,084 4,084   0
MANAGEMENT FEE 9,551 9,551   0
ADMIN EXPENSES 5,776 5,776   0
MANAGEMENT FEE 6,931 6,931   0
PROP. MGMT SALARIES 11,461 11,461   0
PROP. MGMT SALARIES 237,649 237,649   0
ADMIN EXPENSES 51,730 51,730   0
MANAGEMENT FEE 87,619 87,619   0
PROP. MGMT SALARIES 112,005 112,005   0
ADMIN EXPENSES 34,913 34,913   0
MANAGEMENT FEE 42,258 42,258   0


TY 2022 TaxesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 47,000 0   0
LICENSES & TAXES 622 0   622
STATE TAXES 4,600 0   4,600
VAT TAX 14,261 0   14,261
PROPERTY TAXES 37,068 37,068   0
TAXES AND LICENSES 100 100   0
PROPERTY TAXES 7,461 7,461   0
TAXES AND LICENSES 100 100   0
LICENSE & TAXES 120 120   0
PROPERTY TAXES 187,725 187,725   0
PROPERTY TAXES 80,363 80,363   0
TAXES AND LICENSES 1,083 1,083   0


TY 2022 TransfersToControlledEntities
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Name US /
Foreign Address		 EIN Description Amount
MIX SABORES DE OAXACA SA DE CV ARTICULO 123 NO 125 COL GRANJAS Y
HURETOS BRENAMIEL SAN JACINTO AMILP
OAXACA   CP 68285
MX 		000000000 CAPITAL CONTRIBUTION 142,503
Total     142,503