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
THE FIRSTENBURG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1220 MAIN STREET 203
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VANCOUVER, WA98660
A Employer identification number

68-0525464
B Telephone number (see instructions)

(360) 699-4212
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$37,235,938J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,051,201 1,027,272  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -230,427
b Gross sales price for all assets on line 6a 26,056,978
7 Capital gain net income (from Part IV, line 2)... 0
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
3,140 0  
12 Total. Add lines 1 through 11........ 823,914 1,027,272  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 158,720 8,353   150,367
14 Other employee salaries and wages...... 101,235 6,327   94,908
15 Pension plans, employee benefits....... 49,413 2,601   46,812
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,715 959   3,756
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,879 609   8,315
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
200,656 179,841   20,815
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
113,843 12,948   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,825 0   1,825
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,570 0   50,570
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 692,856 211,638   377,368
25 Contributions, gifts, grants paid....... 1,821,236 1,821,236
26 Total expenses and disbursements. Add lines 24 and 25 2,514,092 211,638   2,198,604
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,690,178
b Net investment income (if negative, enter -0-) 815,634
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.............   54,642 54,642
2 Savings and temporary cash investments......... 524,387 7,457,235 7,457,235
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 24,177,085 Click to see attachment
List of Attached Documents:
// Content
15,289,987 		19,471,367
c Investments—corporate bonds (attach schedule)....... 8,968,881 Click to see attachment
List of Attached Documents:
// Content
9,178,054 		10,252,694
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,670,353 31,979,918 37,235,938
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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 33,670,353 31,979,918
29 Total net assets or fund balances (see instructions)..... 33,670,353 31,979,918
30 Total liabilities and net assets/fund balances (see instructions). 33,670,353 31,979,918
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
33,670,353
2
Enter amount from Part I, line 27a .....................
2
-1,690,178
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
31,980,175
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
257
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,979,918
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 - FIRST REPUBLIC 0192      
b PUBLICLY TRADED SECURITIES - FIRST REPUBLIC 1477      
c PUBLICLY TRADED SECURITIES - FIRST REPUBLIC 1486      
d ALTERNATIVE INVESTMENTS P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,109,888   12,998,105 -888,217
b 8,819,901   8,662,724 157,177
c 5,115,068   4,626,576 488,492
d 153     153
e 11,968     11,968
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       -888,217
b       157,177
c       488,492
d       153
e       11,968
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 -230,427
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 11,337
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 11,337
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 11,337
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 55,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
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 43,823
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow11,360 Refundedright arrow 11 32,463
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWA
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 .............
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 addressright arrowN/A
14
The books are in care ofright arrowJENNIFER RHOADS Telephone no.right arrow (360) 699-4212

Located atright arrow1220 MAIN ST STE 203VANCOUVERWA ZIP+4right arrow98660
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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
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
 
No
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
 
 
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)
 
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)
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
JOYCE CHILES PRESIDENT
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
WILLIAM FIRSTENBURG SECRETARY
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
BRUCE FIRSTENBURG TREASURER
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
JENNIFER RHOADS EXECUTIVE DIRECTOR
15.00 		93,078 18,006 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
JEFFREY WILLIAM FIRSTENBURG DIRECTOR
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
JEFFREY WAYNE FIRSTEBBURG DIRECTOR
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
SHELLY FIRSTENBURG DIRECTOR
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
MOLLY LINZ DIRECTOR
1.00 		0 0 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
MARC GRIGNON EXECUTIVE DIRECTOR (THRU 3/2022)
15.00 		65,642 2,333 0
1220 MAIN STREET SUITE 203
VANCOUVER,WA986688904
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
NONE
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  
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.........................right arrow0
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
37,722,649
b
Average of monthly cash balances.......................
1b
940,311
c
Fair market value of all other assets (see instructions)................
1c
54,642
d
Total (add lines 1a, b, and c).........................
1d
38,717,602
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
38,717,602
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
580,764
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,136,838
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,906,842
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
1,906,842
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,337
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
197
c
Add lines 2a and 2b............................
2c
11,534
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,895,308
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,895,308
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
1,895,308
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
2,198,604
b
Program-related investments—total from Part VIII-B..................
1b
0
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
2,198,604
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 1,895,308
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......  
c From 2019......  
d From 2020...... 345,915
e From 2021......  
f Total of lines 3a through e ........ 345,915
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,198,604
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..... 1,895,308
e Remaining amount distributed out of corpus 303,296
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 5 649,211
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 ...... 		649,211
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020.... 345,915
d Excess from 2021....  
e Excess from 2022.... 303,296
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 e-mail address of the person to whom applications should be addressed:
JENNIFER RHOADS
1220 MAIN STREET SUITE 203
VANCOUVER,WA98660
(360) 699-4212
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION FORM MUST BE COMPLETED INCLUDING INFORMATION REGARDING THE ORGANIZATION, PROJECT, BUDGET AND REQUIRED ATTACHMENTS.
cAny submission deadlines:
SUBMISSION DEADLINES COINCIDE WITH GRANT CYCLES, WHICH MAY VARY. PLEASE CHECK WEBSITE FOR DETAILS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO GRANTS WILL BE GIVEN TO/FOR INDIVIDUALS, RELIGIOUS ORGANIZATIONS, INTERNATIONAL ORGANIZATIONS WITHOUT QUALIFIED DOMESTIC 501(C)(3) REPRESENTATIVE, PRIVATE FOUNDATIONS, ENDOWMENTS, DINNERS/BALLS/TICKETED EVENTS, POLITICAL PURPOSES, LOBBYING ACTIVITIES OR PURPOSES OUTSIDE OF THE FOUNDATION'S FUNDING PRIORITES.
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

ARTHUR D CURTIS CHILDRENS JUSTICE CENTER

601 W EVERGREEN BOULEVARD SUITE 101
VANCOUVER,WA98660 		N/A GOV TO BE APPLIED AS OPERATING SUPPORT 25,000

ASSISTANCE LEAGUE OF SOUTHWEST WASHINGTON

PO BOX 65
VANCOUVER,WA98666 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: OPERATION SCHOOL BELL 5,000

BATTLE GROUND ADVENTIST COMMUNITY SERVICES

11117 NE 189TH STREET SUITE 100
BATTLE GROUND,WA98604 		N/A PC TO BE APPLIED AS OPERATING SUPPORT: DIAPER BANK 10,000

BATTLE GROUND HEALTH CARE

1910 SW 9TH AVENUE
BATTLE GROUND,WA98604 		N/A PC TO BE APPLIED TO THE EXPANDING HEALTH HOPE & HEALING CAPITAL CAMPAIGN - YR 2/3 50,000

BIRCH COMMUNITY SERVICES

17780 NE SAN RAFAEL STREET
PORTLAND,OR97230 		N/A PC FOR EXPANDING FREEZER CAPACITY IN THE FOOD DISTRIBUTION WAREHOUSE 25,000

BOYS AND GIRLS CLUB OF SW WASHINGTON

5109 NE 82ND AVENUE SUITE 205
VANCOUVER,WA98662 		N/A PC TO BE APPLIED AS STAFF RETENTION MATCHING GRANT AUTHORIZED 12/8/2022 50,000

BRIDGEVIEW HOUSING

505 OMAHA WAY
VANCOUVER,WA98661 		N/A PC TO BE APPLIED TO THE BRIDGEVIEW EDUCATION & RESOURCE CENTER CAP CAMPAIGN - YR 5/5 50,000

CELEBRATE LIFE INTERNATIONAL DBA TEACH ONE TO LEAD ONE

PO BOX 790
VANCOUVER,WA98666 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: YOUTH MENTORING 15,000

CHESS FOR SUCCESS

2701 NW VAUGHN SUITE 101
PORTLAND,OR97210 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: CFS CLARK COUNTY INITIATIVE 15,000

CHILDRENS CENTER

13500 SE 7TH STREET
VANCOUVER,WA98666 		N/A PC TO BE APPLIED AS CAPACITY BUILDING SUPPORT STAFF WELLNESS PROGRAM 50,000

CHILDRENS HOME SOCIETY OF WASHINGTON

309 W 12TH STREET
VANCOUVER,WA98660 		N/A GOV FOR THE PURCHASE OF PLAY THERAPY TOYS AND GAMES 20,206

CHILDRENS JUSTICE & ADVOCACY CENTER

784 14TH AVENUE
LONGVIEW,WA98632 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 10,000

CLARK COUNTY FOOD BANK

6502 NE 47TH AVENUE
VANCOUVER,WA98661 		N/A PC FOR THE CONSTRUCTION AND OPERATION OF THE VISION CENTER WAREHOUSE 150,000

CLARK COUNTY VETERANS ASSISTANCE CENTER

1305 COLUMBIA STREET
VANCOUVER,WA98660 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT 50,000

COMMUNITY HOUSE ON BROADWAY

1105 BROADWAY STREET
LONGVIEW,WA98632 		N/A PC COMMUNITY HOUSE ON BROADWAY RENOVATION 50,000

COMMUNITY WAREHOUSE

3969 NE MARTIN LUTHER KING JR
BOULEVARD
PORTLAND,OR97212 		N/A PC TO BE USED TO REPAIR BROKEN AWNING AND FOR INSTALLATION OF SECURITY SYSTEM FOR DONATED ITEMS 21,527

COWLITZ FAMILY HEALTH CENTER

1057 12TH AVENUE
LONGVIEW,WA98632 		N/A PC TO BE APPLIED AS OPERATING SUPPORT:COWLITZ COUNTY SEVERE WEATHER SHELTER 50,000

EMERGENCY SUPPORT SHELTER

1330 11TH AVENUE
LONGVIEW,WA98632 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 25,000

EVERGREEN HABITAT FOR HUMANITY

10811 SE 2ND STREET
VANCOUVER,WA98664 		N/A PC TO BE APPLIED AS CAPACITY BUILDING: PROJECT MANAGER 50,000

FISH OF COWLITZ COUNTY

PO BOX 135
LONGVIEW,WA98632 		N/A PC TO BE APPLIED AS A 2022 GIVE MORE 24 MATCHING GRANT 10,000

FORT VANCOUVER REGIONAL LIBRARY FOUNDATION

1007 E MILL PLAIN BOULEVARD
VANCOUVER,WA98663 		N/A PC TO BE APPLIED TO THE RIDEGEFIELD LIBRARY CAPITAL CAMPAIGN YR 5/5 50,000

FOSTERFUL

101 E 8TH STREET SUITE 270
VANCOUVER,WA98660 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 25,000

FOURTH PLAIN FORWARD

5107 E FOURTH PLAIN BOULEVARD STE
111
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS OPERATING SUPPORT: COMMUNITY DEVELOPMENT CORPORATION 50,000

FREE CLINIC OF SOUTHWEST WASHINGTON

4100 PLOMONDON STREET
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: PROJECT ACCESS 50,000

FRIENDS OF HOSPICE SW WASHINGTON

PO BOX 3116
VANCOUVER,WA98668 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT 25,000

FRIENDS OF THE CARPENTER

1600 W 20TH STREET
VANCOUVER,WA98660 		N/A PC TO SUPPORT THE PURCHASE OF A MOBILE LAUNDRY TRAILER 25,000

FRIENDS OF THE CHILDREN- SW WASHINGTON

PO BOX 61882
VANCOUVER,WA98666 		N/A PC TO BE APPLIED AS CAPACITY BUILDING SUPPORT: ENROLLMENT GROWTH 50,000

HOUSING OPPORTUNITIES OF SW WASHINGTON

820 11TH AVENUE
LONGVIEW,WA98632 		N/A GOV TO BE APPLIED AS CAPITAL SUPPORT: INVESTMENT IN VIP 4-PLEX 25,000

IMPACT NW

10055 E BURNSIDE STREET
PORTLAND,OR97216 		N/A PC IN SUPPORT OF HOMELESSNESS PREVENTION SERVICES 50,000

JUNIOR ACHIEVEMENT OF OREGON & SW WASHINGTON

7830 SE FOSTER ROAD
PORTLAND,OR97206 		N/A PC TO SUPPORT EXPANSION OF ITS CAPSTONE PROGRAMS THROUGH THE JA 2.0 PROJECT 50,000

KINSHIP HOUSE

1823 NE 8TH AVENUE
PORTLAND,OR97212 		N/A PC TO BE APPLIED TO BUILDING IMPROVEMENTS FOR TWO NEW ROOMS TO EXPAND PLAY THERAPY CAPACITY 5,000

LELOOSKA FOUNDATION

165 MERWIN VILLAGE ROAD
ARIEL,WA98603 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT 50,000

LEWIS RIVER ROTARY FOUNDATION

912 E MAIN STREET
BATTLE GROUND,WA98604 		N/A PC TO FUND COLLEGE AND TRADE SCHOOL SCHOLARSHIPS 10,000

LIFELINE CONNECTIONS

1601 E 4TH PLAIN BOULEVARD BUILDING
17 SUITE A212
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS CAPACITY BUILDING: WINDHAVEN THERAPEUTIC RIDING 30,000

LIONS SIGHT FOUNDATION OF CLARK COUNTY

PO BOX 1804
VANCOUVER,WA98668 		N/A NC VISION EXAMS, EYEGLASSES, AND RELATED VISION SERVICES FOR THE DISADVANTAGED 15,000

LUTHERAN COMMUNITY SERVICES NORTHWEST

435 NE EVANS STREET SUITE A
MCMINNVILLE,OR97128 		N/A PC TO SUPPORT CASE MANAGEMENT AND DIRECT NEEDS ASSOCIATED WITH AFGHAN REFUGEE RESETTLEMENT 75,000

MEALS ON WHEELS PEOPLE INC

7710 SW 31ST AVENUE
PORTLAND,OR97219 		N/A PC FOR ACQUISITION OF A WALK-IN REFRIGERATOR AT THE PADDEN PARKWAY CENTER 50,000

METROPOLITAN YOUTH SYMPHONY

4800 S MACADAM AVENUE SUITE 105
PORTLAND,OR97239 		N/A PC FOR THE TUITION-FREE BEGINNING STRINGS PROGRAM 7,000

NAUTICAL SAFETY FOUNDATION

152 SE SPOKANE STREET
PORTLAND,OR97202 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 6,000

NW FURNITURE BANK

117 PUYALLUP AVENUE
TACOMA,WA98421 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 10,000

OREGON MUSEUM OF SCIENCE AND INDUSTRY

1945 SE WATER AVENUE
PORTLAND,OR97214 		N/A PC TO SUPPORT THE DESIGN AND BUILD OF A NEW EXHIBIT IN THE CENTER FOR INNOVATION 50,000

PAX LEARNING CENTER

120 NE 136TH AVE
VANCOUVER,WA98684 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: ESL FOR UKRAINIAN REFUGEES 25,000

PINK LEMONADE PROJECT

1207 WASHINGTON STREET 125
VANCOUVER,WA98660 		N/A PC FOR PINK GLOW PADDLE RAISE AT THE PINK GLOW FUNDRAISING EVENT 5,000

PINK LEMONADE PROJECT

1207 WASHINGTON STREET 125
VANCOUVER,WA98660 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: PINK PRACTICALITIES 25,000

PLAY IT FORWARD

17328 VENTURA BOULEVARD SUITE 378
ENCINO,CA91316 		N/A PC FOR THE PURCHASE OF KEYBOARDS FOR KING ELEMENTARY SCHOOL 8,750

PORTLAND URBAN DEBATE LEAGUE

PO BOX 1684
PORTLAND,OR97207 		N/A PC TO PROVIDE SUMMER POLICY DEBATE CAMP TRANSPORATION AND ENRICHMENT ACTIVITY SUPPORT 6,000

ROCKSOLID COMMUNITY TEEN CENTER

12919 NE 159TH STREET
BUSH PRAIRIE,WA98606 		N/A PC FOR THE PURCHASE OF A 12 PASSENGER VAN 50,000

SALMON CREEK LITTLE LEAGUE

800 NE TENNEY ROAD SUITE 110 PMB
333
VANCOUVER,WA98685 		N/A PC DONATION TO 2022 ALL STARS BASEBALL AND SOFTBALL 2,000

SECOND STEP HOUSING

1601 E FOURTH PLAIN BOULEVARD
BUILDING A-8
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS A 2022 GIVE MORE 24 MATCHING GRANT 10,000

SECOND STEP HOUSING

1601 E FOURTH PLAIN BOULEVARD
BUILDING A-8
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS CAPITAL SUPPORT: VEHICLE REPLACEMENT 30,000

SHUNPIKE

815 SEATTLE BOULEVARD S SUITE 215
SEATTLE,WA98134 		N/A PC TO BE APPLIED TO CASS MOBILE ART 5,000

SKYLINE HOSPITAL FOUNDATION

211 NE SKYLINE DRIVE
WHITE SALMON,WA98672 		N/A PC COMMUNITY EDUCATION & WELLNESS CENTER CAPITAL CAMPAIGN YR 5/5 50,000

SMART READING

101 SW MARKET STREET
PORTLAND,OR97201 		N/A PC IN SUPPORT OF SHARED READING TIME AND BOOKS FOR PRE-K TO THIRD GRADERS IN NEED 16,000

STEPHENS PLACE

501 SE ELLSWORTH ROAD
VANCOUVER,WA98664 		N/A PC TO BE APPLIED AS A 2022 GIVE MORE 24 MATCHING GRANT 10,000

THE FREE CLINIC OF SOUTHWEST WASHINGTON

4100 PLOMONDON STREET
VANCOUVER,WA98661 		N/A PC RAISE THE PADDLE DONATION 2022 HOLIDAY BALL 5,000

THE WATERSHED ALLIANCE OF SOUTHWEST WASHINGTON

500 W 8TH STREET SUITE 45
VANCOUVER,WA98660 		N/A PC TO SUPPORT THE BURNT BRIDGE CREEK RESTORATION PROJECT 41,003

VANCOUVER FIREFIGHTERS COMMUNITY ASSISTANCE FUND

2807 NW FRUIT VALLEY ROAD
VANCOUVER,WA98660 		N/A PC TO BE APPLIED TO IAFF LOCAL 452 OPERATION WARM PROJECT 5,000

VANCOUVER HOUSING AUTHORITY

2500 MAIN STREET
VANCOUVER,WA98660 		N/A PC TO BE APPLIED AS OPERATING SUPPORT: NA?M?U QAS PROJECT 25,000

VANCOUVER ST VINCENT DE PAUL SOCIETY CONFERENCE

2456 NE STAPLETON ROAD
VANCOUVER,WA98661 		N/A PC TO BE APPLIED AS PROGRAM SUPPORT: RENT ASSISTANCE 25,000

VANCOUVER SYMPHONY ORCHESTRA

PO BOX 525
VANCOUVER,WA98666 		N/A PC TO SUPPORT OUTREACH TO LOW-INCOME STUDENTS 27,750

VIETNAMESE COMMUNITY OF CLARK COUNTY

PO BOX 872134
VANCOUVER,WA98687 		N/A PC TO BE APPLIED AS OPERATING SUPPORT 10,000
Total .................................right arrow 3a 1,821,236
bApproved for future payment
Total ................................. right arrow 3b 0
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 .... 901101 417 14 1,050,784  
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 ..... 901101 4,426      
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 153 18 -231,866  
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) .. 4,996 818,918 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
823,914
(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:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MOSS ADAMS LLP 11,819 591   8,273
TAX SERVICE FEES 60 18   42

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
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
LIONS SIGHT FOUNDATION OF CLARK COUNTY
  		PO BOX 1804
VANCOUVER,WA98668 		2022-10-24 15,000 VISION EXAMS, EYEGLASSES, AND RELATED VISION SERVICES FOR THE DISADVANTAGED 10,474   3/30/23 2023-03-30  

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES EMERGING MARKETS 365,305 254,466
ISHARES INC ESG MSCI 112,524 94,708
ISHARES MSCI EAFE ETF 133,249 113,623
ISHARES RUSSELL 1000 ETF 999,744 1,537,217
ISHARES TR CORE HIGH DV ETF 2,019,091 2,184,036
ISHARES TR DJ INTL SEL DIV INDEX 344,886 322,932
ISHARES TR RUSSELL 1000 VALUE 510,269 494,986
VANGUARD 544,025 528,488
VANGUARD INDEX FDS REAL ESTATE 69,626 66,809
VANGUARD INDEX FDS S&P 500 ETF 1,079,085 1,636,542
VANGUARD INTL EQ INDEX ETF 656,240 651,820
VANGUARD SMALL CAP VALUE 111,421 107,190
VANGUARD WORLD FDS CONSUM DIS 250,192 233,256
WISDOMTREE EMERGING MKTS EQUITY 246,750 277,636
WISDOMTREE TRUST INTL LRGCAP DV 586,424 668,292
WISDOMTREE U.S. MIDCAP DIVIDEND 96,339 104,907
WISDOMTREE U.S. MIDCAP EARNINGS 265,097 258,075
CLIFFWATER CORPORATE LENDNG FD 100,000 97,842
PROFESSIONALLY MANAGED OSTERWEIS 205,070 195,242
TEMPLETON GLOBAL BOND FUND 233,932 189,512
VIRTUS SEIX FLOATING RATE HIGH 248,785 235,115

TY 2022 InvestmentsCorpStockSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 138,935 239,506
ALPHABET INC CAP STK CL A 194,123 254,102
AMCOR PLC 155,177 157,152
APPLE INC 315,199 606,903
ARISTA NETWORKS INC 92,581 123,898
AT&T INC 62,266 61,397
AUTOMATIC DATA PROCESSING INC 127,730 222,140
BANK OF AMERICA CORP 162,401 198,389
BERKSHIRE HATHAWAY INC DEL CL B 101,419 100,701
BHP GROUP LIMITED SPONSORED ADS 77,851 105,981
BLACKSTONE GROUP INC CL A 50,210 102,308
BROADCOM INC 203,437 378,531
CARDINAL HEALTH INC 127,293 203,706
CENTERPOINT ENERGY INC 126,953 118,461
CHARLES RIVER LABS 122,919 111,129
CHEVRON CORP 163,793 347,134
CHUBB LTD 95,071 148,684
CINTAS CORP 80,706 166,196
CISCO SYSTEMS 102,638 138,632
CITIGROUP INC COM 72,917 70,559
CITIZENS FINANCIAL GROUP INC 95,675 108,661
COCA COLA CO COM 279,929 353,672
COMCAST CORP NEW CLASS A 84,043 76,654
CONSOLIDATED EDISON INC 158,512 157,738
CORNING INC 92,677 87,995
CORTEVA INC 132,408 138,133
COSTCO WHOLESALE CORP 145,039 123,255
CUMMINS INC 108,875 172,510
DANAHER CORP 76,375 148,370
DUKE ENERGY CORP 143,002 162,621
EATON CORP PLC SHS 181,365 174,999
EMERSON ELEC CO COM 187,727 268,776
EXXON MOBIL CORP 147,517 354,615
FORTIVE CORP 136,399 132,676
GENERAL MILLS INC 101,485 154,703
GILEAD SCIENCES INC 141,442 202,606
HCA HEALTHCARE INC 112,089 133,178
HESS CORP 116,436 188,762
HEWLETT PACKARD ENTERPRISE CO 94,245 119,381
HOME DEPOT INC 81,795 133,925
HONEYWELL INTL INC 198,396 248,374
IDEXX LABORATORIES INC 50,307 75,473
ILLINOIS TOOL WORKS 158,512 153,549
INTERCONTINENTAL EXCHANGE INC 84,293 82,072
INTERNATIONAL BUSINESS MACHINES 177,240 171,181
INTUITIVE SURGICAL INC COM NEW 71,302 103,752
IRON MTN INC 123,752 136,091
JP MORGAN CHASE & CO 164,797 228,104
KIMBERLY CLARK CORP COM 145,260 158,828
KINDER MORGAN INC 47,562 49,648
LINDE PLC 301,024 355,862
LOCKHEED MARTIN CORP 240,955 349,786
MARATHON PETROLEUM CORP 104,457 194,837
MARVELL TECHNOLOGY GROUP LTD 92,702 82,599
MCDONALDS CORP 118,087 264,584
MCKESSON CORPORATION 163,624 180,058
MDU RESOURCES GROUP INC 100,856 113,927
MEDTRONIC PLC 150,659 152,720
MERCK & CO INC 371,756 522,685
MICROSOFT CORP 438,372 658,306
MONDELEZ INTL INC CLASS A 118,428 145,030
MORGAN STANLEY 258,242 330,303
NEXTERA ENERGY INC 128,630 152,988
NVIDIA CORPORATION 62,888 57,725
ONEOK INC 43,139 52,100
PARKER HANNIFIN CORP 110,609 144,336
PEPSICO INC 146,889 231,787
PFIZER INC COM 200,634 254,407
PHILLIPS 66 112,654 123,335
PIONEER NATURAL RESOURCES 143,078 191,391
PPG INDS INC 208,273 200,555
PRICE T ROWE GROUP INC 107,629 90,193
PROCTER & GAMBLE CO 185,430 243,708
PROGRESSIVE CORP 118,531 192,619
QUALCOMM INC 78,890 114,118
RAYTHEON TECHNOLOGIES CORP 174,446 257,144
ROPER INDUSTRIES INC 84,092 116,232
RPM INTL INC 108,338 139,061
SALESFORCE INC 162,875 137,363
SERVICENOW INC 90,078 79,595
SOUTHERN COMPANY 177,671 193,235
STARBUCKS CORP 110,808 145,923
SVB FINANCIAL CORPORATION 62,401 49,710
SYSCO CORP 142,565 171,401
TARGET CORP COM 45,880 111,631
TEXAS INSTRUMENTS INC 142,493 196,612
THERMO FISHER SCIENTIFIC INC 111,199 208,712
TJX COS INC NEW 141,389 178,941
UNION PACIFIC CORP 365,755 354,297
UNITEDHEALTH GROUP INC 133,044 263,499
US BANCORP 128,473 153,943
VISA INC 138,646 179,712
WALGREENS BOOTS ALLIANCE INC 90,972 83,500
WALMART INC 103,700 111,022
WATSCO INC 85,098 122,705
WELLS FARGO & CO NEW COM 140,897 121,806
WILLIAMS COS INC. 41,956 53,463
WYNDHAM HOTELS AND RESORTS INC 115,417 116,663
ZEBRA TECHNOLOGIES CORP CL A 57,025 76,410
ADVISERS INVT TR JOHCM INTL SL I 254,047 245,935
ALEXANDRIA REAL ESTATE 104,254 92,500
AVALONBAY CMNTYS INC 120,833 115,487
CROWN CASTLE INC 130,831 135,640
DFA EMERGING MARKETS CORE EQUITY 70,824 58,007
EQUINIX INC 109,781 107,425
EXTRA SPACE STORAGE INC 52,157 92,723
OMEGA HEALTHCARE INVS INC 34,690 30,745
PRINCIPAL FUNDS PREFERRED 600,000 565,733
PROLOGIS INC 84,080 102,133
SEAFARER OVERSEAS GROWTH & INC 254,761 246,689

TY 2022 LegalFeesSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,715 959   3,756


TY 2022 OtherDecreasesSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Description Amount
INVESTMENT ADJUSTMENT - NO TAX EFFECT 257


TY 2022 OtherExpensesSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING EXPENSES 283 0   283
IT EXPENSES 16,266 0   16,266
CARD MEMBER SERVICES 8,666 0   8,666
CANON FINANCIAL 966 0   966
GRANT MANAGEMENT SOFTWARE 18,370 0   18,370
INSURANCE 2,814 0   2,814
OTHER EXPENSES 3,205 0   3,205


TY 2022 OtherIncomeSchedule2
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS 3,140 0 3,140


TY 2022 OtherProfessionalFeesSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL MANAGEMENT FEES 29,736 8,921   20,815
INVESTMENT EXPENSES 130,027 130,027   0
CUSTODIAL FEES 40,893 40,893   0


TY 2022 TaxesSchedule
Name:
THE FIRSTENBURG FOUNDATION
EIN:
68-0525464
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 12,948 12,948   0
FEDERAL TAXES 100,895 0   0