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 HAROLD & ARLENE SCHNITZER CARE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1121 SW SALMON 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97205
A Employer identification number

93-1159884
B Telephone number (see instructions)

(503) 242-2900
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$75,367,354J 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) 4,137,498
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,084 6,084  
4 Dividends and interest from securities... 218,293 218,293  
5a Gross rents............ 1,587,465 859,566  
b Net rental income or (loss) 478,955
6a Net gain or (loss) from sale of assets not on line 10 313,762
b Gross sales price for all assets on line 6a 373,603
7 Capital gain net income (from Part IV, line 2)... 313,762
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
1,448,711 169,611  
12 Total. Add lines 1 through 11........ 7,711,813 1,567,316  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,513 0   50,983
14 Other employee salaries and wages...... 305,244 22,875   282,369
15 Pension plans, employee benefits....... 39,220 2,501   36,719
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,575 715   2,860
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,000 0   10,000
17 Interest............... 253,071 77,406   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
545,066 126,205   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
359,621 112,553  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,739 212   19,527
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,201,952 305,697   945,516
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,789,001 648,164   1,347,974
25 Contributions, gifts, grants paid....... 1,677,540 1,751,591
26 Total expenses and disbursements. Add lines 24 and 25 4,466,541 648,164   3,099,565
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,245,272
b Net investment income (if negative, enter -0-) 919,152
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.............      
2 Savings and temporary cash investments......... 4,710,493 3,286,970 3,286,970
3 Accounts receivable right arrow83,069
Less: allowance for doubtful accounts right arrow     83,069 83,069
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.......... 57,623 60,202 60,202
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow19,484,111
Less: accumulated depreciation (attach schedule) right arrow2,660,079 16,815,317 16,824,032 16,824,032
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,473,666 Click to see attachment
List of Attached Documents:
// Content
54,013,413 		54,013,413
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
844,682 		Click to see attachment
List of Attached Documents:
// Content
1,099,668 		Click to see attachment
List of Attached Documents:
// Content
1,099,668
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 72,901,781 75,367,354 75,367,354
Liabilities 17 Accounts payable and accrued expenses.......... 31,658 16,633
18 Grants payable................. 1,891,000 1,695,000
19 Deferred revenue................. 14,900 15,157
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 5,406,804 5,280,843
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,136,802 		Click to see attachment
List of Attached Documents:
// Content
1,042,611
23 Total liabilities (add lines 17 through 22)......... 8,481,164 8,050,244
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........... 64,420,617 67,317,110
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 64,420,617 67,317,110
30 Total liabilities and net assets/fund balances (see instructions). 72,901,781 75,367,354
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
64,420,617
2
Enter amount from Part I, line 27a .....................
2
3,245,272
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
67,665,889
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
348,779
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
67,317,110
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 SPUR VENTURES II, LP 20-3791496 P 2021-12-31 2022-12-31
b KEYHAVEN CAPITAL PARTNERS II, LP 98-0539392 P 2021-12-31 2022-12-31
c OAKTREE VALUE OPPORTUNITIES FEEDER FUND, LP 26-0510867 P 2022-01-01 2022-12-31
d OAKTREE VALUE OPPORTUNITIES FEEDER FUND, LP 26-0510867 P 2021-12-31 2022-12-31
e SPUR VENTURES III, LP 26-2690155 P 2022-01-01 2022-12-31
SPUR VENTURES III, LP 26-2690155 P 2021-12-31 2022-12-31
OREGON VENTURE FUND XII, LLC 82-3589706 P 2021-12-31 2022-12-31
(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 22,495     22,495
b     59,841 -59,841
c 105,079     105,079
d 194,085     194,085
e 24     24
11,117     11,117
40,803     40,803
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       22,495
b       -59,841
c       105,079
d       194,085
e       24
      11,117
      40,803
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 2 313,762
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 12,776
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 12,776
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 12,776
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 38,181
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 38,181
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 25,405
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow25,405 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
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 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowHTTPS://WWW.SCHNITZERCARE.ORG/
14
The books are in care ofright arrowTHE HAROLD ARLENE SCHNITZER CARE Telephone no.right arrow (503) 242-2900

Located atright arrow1121 SW SALMON PORTLAND ORPORTLANDOR ZIP+4right arrow97205
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)
 
No
(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
 
 
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JORDAN D SCHNITZER DIRECTOR/PRESIDENT
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
JEFFREY F NUDELMAN SECRETARY
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
RENEE DOCKWEILER VICE PRESIDENT, TAX
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
ARIELLE SCHNTIZER DIRECTOR
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
AUDRIA SCHNTIZER DIRECTOR
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
CAMERON DAVIS DIRECTOR
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
BARBARA HALL EXECUTIVE DIRECTOR
40.00 		49,502 1,481 530
PO BOX 2708
PORTLAND,OR97208
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
KRISTEN ENGFORS COMMUNICARE DIRECTOR
40.00 		96,644 2,899 1,012
PO BOX 2708
PORTLAND,OR97208
KELLI SCHLEGELMILCH PROGRAM COORDINATOR
40.00 		75,958 2,279 900
PO BOX 2708
PORTLAND,OR97208
ANDREA VAN HAGEN PROGRAM COORDINATOR
40.00 		68,569 2,057 912
PO BOX 2708
PORTLAND,OR97208
JIM CHIN CONTROLLER
20.00 		65,931 1,978 0
PO BOX 2708
PORTLAND,OR97208
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 THE "CARE TO SHARE" PROGRAM WAS ESTABLISHED IN COLLABORATION WITH OREGON HEALTH & SCIENCES UNIVERSITY TO ASSIST LOW-INCOME AND NON-INSURED FAMILIES THAT DO NOT HAVE THE FINANCIAL RESOURCES AVAILABLE TO PROVIDE BASIC CARE AND MEDICAL NEEDS FOR THEIR FAMILY. THE PROGRAM'S FOCUS IS ON THE MANY FAMILIES NEEDING HELP WHEN DEALING WITH A CHILD OR FAMILY MEMBER THAT HAS BEEN RECENTLY DIAGNOSED WITH AN ACUTE OR CHRONIC MEDICAL CONDITION. THE PROGRAM SPECIFICALLY SUPPORTS FAMILY MEDICAL NEEDS THAT ARE NOT OTHERWISE MET THROUGH FEDERAL AND STATE PROGRAMS. MEDICAL NEEDS SUPPORTED BY THE FOUNDATION RANGE FROM PROVIDING TRANSPORTATION, TO DENTAL WORK, TO EMERGENCY SURGICAL PROCEDURES AND DIABETIC SUPPLIES. THE FOUNDATION DOES NOT EXERCISE ANY CONTROL OVER THE PROFESSIONAL CARE AND JUDGMENT OF THE DOCTORS SELECTED FOR MEDICAL CARE. FOR 2022, THE PROGRAM SERVED 120 FAMILIES. 126,566
2 THE FOUNDATION BELIEVES THERE SHOULD BE AN OPPORTUNITY FOR YOUNG PEOPLE TO IMPROVE THE QUALITY OF THEIR COMMUNITIES. THE "COMMUNICARE" PROGRAM WAS ESTABLISHED AS A PROGRAM TO PROVIDE AN ENVIRONMENT WHERE TEENS LEARN ABOUT THE NEEDS OF THEIR COMMUNITY THROUGH GRANTMAKING AND DEVELOP A LONG-TERM UNDERSTANDING OF PHILANTHROPY AND ETHIC OF VOLUNTEERISM. BY CHALLENGING STUDENTS TO ENGAGE IN COMMUNITY SERVICE THAT IS BOTH REWARDING AND EDUCATIONAL, WE HOPE TO ENCOURAGE THEM TO BECOME ACTIVE LEADERS IN THE FUTURE. FOR 2022, THE PROGRAM PARTNERED WITH 60 GROUPS OF STUDENTS ACROSS 32 SCHOOLS, SERVING APPROXIMATELY 1,194 STUDENTS. 1,108,897
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
13,547,924
b
Average of monthly cash balances.......................
1b
3,979,446
c
Fair market value of all other assets (see instructions)................
1c
48,144,104
d
Total (add lines 1a, b, and c).........................
1d
65,671,474
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
65,671,474
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
985,072
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,686,402
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,234,320
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
3,234,320
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,776
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
229,031
c
Add lines 2a and 2b............................
2c
241,807
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,992,513
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,992,513
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
2,992,513
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
3,099,565
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
3,099,565
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 2,992,513
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...... 737,253
b From 2018...... 735,738
c From 2019...... 803,255
d From 2020...... 928,133
e From 2021...... 152,006
f Total of lines 3a through e ........ 3,356,385
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,099,565
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..... 2,992,513
e Remaining amount distributed out of corpus 107,052
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 3,463,437
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) ... 		737,253
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		2,726,184
10 Analysis of line 9:
a Excess from 2018.... 735,738
b Excess from 2019.... 803,255
c Excess from 2020.... 928,133
d Excess from 2021.... 152,006
e Excess from 2022.... 107,052
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:
KRISTEN ENGFORS
1121 SW SALMON
PORTLAND,OR97205
(503) 242-2900
KRISTENE@SCHNITZERPROPERTIES.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE SUBMITTED BY INVITATION ONLY IN WRITTEN FORMAT AND INCLUDE: 1) A PROJECT DESCRIPTION DESCRIBING THE PROPOSED PROJECT. 2) A BRIEF HISTORY OF THE ORGANIZATION'S ACCOMPLISHMENTS AND MISSION AND QUALIFICATIONS OF INDIVIDUALS INVOLVED. 3) A CONCISE DESCRIPTION OF THE METHODS USED TO EVALUATE THE RESULTS OF THE PROPOSED PROJECT. 4) A LIST OF THE OFFICERS AND DIRECTORS OF THE ORGANIZATION AND A PERCENTAGE THEY CONTRIBUTE TO THE OVERALL INCOME OF THE ORGANIZATION. 5) A LIST OF FULL-TIME AND PART-TIME STAFF POSITIONS AND A SHORT DESCRIPTION OF EACH JOB FUNCTION. 6) A DETAILED BUDGET OF THE PROJECT AND THE ANNUAL OPERATING BUDGET OF THE SPONSORING ORGANIZATION. 7) A DONOR REPORT SHOWING A LIST OF MAJOR CONTRIBUTORS AND APPROXIMATE LEVELS OF GIVING. 8) A LIST OF ADDITIONAL FUND SOURCES SOUGHT FOR THE PROJECT. 9) AN IRS DETERMINATION LETTER VERIFYING THE TAX-EXEMPT STATUS OF THE ORGANIZATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE PRINCIPAL PURPOSE OF THE HAROLD & ARLENE SCHNITZER CARE FOUNDATION IS TO ASSIST WITH ARTS & CULTURE, YOUTH, EDUCATION, MEDICAL, SOCIAL SERVICE AND COMMUNITY ACTIVITIES. APPROXIMATELY 77% OF THE CONTRIBUTIONS GRANTED IN 2022 WERE TO ORGANIZATIONS LOCATED IN THE STATE OF OREGON, WITH THE MAJORITY OF THOSE IN THE PORTLAND METROPOLITAN AREA. THE FOUNDATION FUNDS GRANT REQUESTS FOR OPERATING EXPENSES, SPECIAL PROJECTS, COMMUNITY EVENTS AND CAPITAL CAMPAIGNS. THE FOUNDATION DID NOT PROVIDE FUNDS FOR INDIVIDUALS, NON TAX-EXEMPT ORGANIZATIONS, OTHER PRIVATE FOUNDATIONS OR POLITICAL GROUPS. FOR 2022, (15) FIFTEEN GRANT APPLICATIONS WERE ACCEPTED FROM ORGANIZATIONS THE FOUNDATION HAD NOT PREVIOUSLY FUNDED.
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

ALS ASSOCIATION OF OR & SW WA

700 NE MULTNOMAH ST 1180
PORTLAND,OR97232 		  PC SUPPORT: WALK TO DEFEAT ALS 2,337

AMERICAN ONLINE GIVING FOUNDATION

1521 GEORGETOWN ROAD SUITE 104
HUDSON,OH44236 		  PC MATCHING GIFTS 17,714

ARCS FOUNDATION

PO BOX 2063
PORTLAND,OR972082063 		  PC SUPPORT: HAROLD SCHNITZER SCHOLAR AWARD 5,609

BEAVERTON ARTS FOUNDATION

PO BOX 2
BEAVERTON,OR97075 		  PC PERFORMING ARTS BUILDING - CAPITAL 233,727

BELLEVUE ARTS MUSEUM

510 BELLEVUE WAY NE
BELLEVUE,WA98004 		  PC GENERAL OPERATING SUPPORT 18,698

BLANCHET HOUSE

310 NW GLISAN
PORTLAND,OR97209 		  PC HOLIDAY APPEAL 935

BODY VOX

1300 NW NORTHRUP
PORTLAND,OR97209 		  PC PERFORMANCE SUPPORT 23,373

CASCADE AIDS PROJECT

520 NW DAVIS STREET 215
PORTLAND,OR97209 		  PC SPONSORSHIP: ART AUCTION 2,337

CATLIN GABEL SCHOOL

8825 SW BARNES ROAD
PORTLAND,OR97225 		  PC SPONSORSHIP: 2022 AUCTION 23,373

CATLIN GABEL SCHOOL

8825 SW BARNES ROAD
PORTLAND,OR97225 		  PC MEMORIAL - LARK PALMA 23,373

CLASSICAL UP CLOSE

7261 SW SHADE PLACE
TIGARD,OR97223 		  PC SUPPORT: SPRING FESTIVAL 935

CLASSROOM LAW PROJECT

620 SW MAIN STREET STE 102
PORTLAND,OR97205 		  PC SUPPORT: "LEGAL CITIZEN OF THE YEAR" 935

COLLEGE OF THE DESERT

43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		  PC SPONSORSHIP: "STEPPING OUT FOR COD" 23,373

COLLEGE OF THE DESERT

43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		  PC SPONSORSHIP: "STEPPING OUT FOR COD" MULTI-YEAR PLEDGE 46,745

COLUMBIA RIVER MARITIME MUSEUM

1792 MARINE
ASTORIA,OR97103 		  PC GENERAL OPERATING SUPPORT 2,337

CONVERGE 45

PO BOX 28209
PORTLAND,OR97228 		  PC SUPPORT: ANNUAL SPRING GALA 4,675

CROWS SHADOW INSTITUTE OF THE ARTS

4800 SAINT ANDREWS ROAD
PENDLETON,OR97801 		  PC GENERAL OPERATING SUPPORT 935

DESERT X

PO BOX 4050
PALM SPRINGS,CA92263 		  PC GENERAL OPERATING SUPPORT 4,675

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212 		  PC SUPPORT: 2022 "FRIEND RAISER" 23,373

HARPERS PLAYGROUND

1477 NW EVERETT STREET
PORTLAND,OR97209 		  PC SUPPORT: FUNDRAISING EVENT 935

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90025 		  PC UKRAINE RELIEF FUND 1,783

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		  PC UKRAINE RELIEF FUND 5,786

KENNEDY CENTER (THE)

PO BOX 101510
ARLINGTON,VA22210 		  PC FY2022 ANNUAL NCPA ANNUAL CAMPAIGN 14,024

LAKE OSWEGO ROTARY FOUNDATION

PO BOX 94
LAKE OSWEGO,OR97034 		  PC SUPPORT: ARTS FESTIVAL & OTHER ROTARY PROGRAMS 14,024

LITERARY ARTS

925 SW WASHINGTON STREET
PORTLAND,OR97205 		  PC SUPPORT: "BOOKMARK" BENEFIT EVENT 4,675

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		  PC SPONSORSHIP: JAY LENO SHOW 46,745

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		  PC SPONSORSHIP: ITZHAK PERLMAN SHOW 46,746

MERCY CORPS

PO BOX 37800
BOONE,IA500374800 		  PC UKRAINE RELIEF FUND 12,582

MORRISON CENTER

11035 NE SANDY BLVD
PORTLAND,OR97220 		  PC SUPPORT: "SILVER LININGS LUNCH" 935

MT VERNON LADIES ASSOC

3200 MOUNT VERNON MEMORIAL HWY
MOUNT VERNON,WA98273 		  PC GIFT IN HONOR OF MARY LANG BISHOP 18,698

MT VERNON LADIES ASSOC

3200 MOUNT VERNON MEMORIAL HWY
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 23,373

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 23,373

NCSY

6903 SW 15TH AVENUE
PORTLAND,OR97219 		  PC SUPPORT: "Q WITH FRIENDS" EVENT 935

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC200053970 		  PC SEED FUNDING FOR PORTLAND CHAPTER 9,349

NW ACADEMY

1130 SW MAIN STREET
PORTLAND,OR97205 		  PC SUPPORT: "CLUB CABARET" EVENT 935

OREGON BALLET THEATRE

0720 SW BANCROFT
PORTLAND,OR97239 		  PC ANNUAL GIFT PLEDGE 93,491

OREGON BALLET THEATRE

0720 SW BANCROFT
PORTLAND,OR97239 		  PC EXTRA OPERATING SUPPORT PLEDGED AT GALA 23,373

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97205 		  PC PLEDGE TO SUPPORT - LECTURE SERIES & HISTORY MAKERS DINNER MULTI-YEAR PLEDGE 46,745

OREGON MUSEUM OF SCIENCE & INDUSTRY

1945 SE WATER AVENUE
PORTLAND,OR97214 		  PC SUPPORT: OMSI GALA 2022 46,745

OREGON MUSEUM OF SCIENCE & INDUSTRY

1945 SE WATER AVENUE
PORTLAND,OR97214 		  PC SUPPORT: OMSI GALA 2023 46,745

OREGON PUBLIC BROADCASTING

7140 SW MACADAM AVENUE
PORTLAND,OR97219 		  PC SUPPORT: OREGON HISTORY PROGRAM 140,236

OREGON RAIL HERITAGE CENTER

PO BOX 42443
PORTLAND,OR97242 		  PC "RESTORE THE BROOKLYN TURNTABLE" 23,373

OREGON SYMPHONY

912 SW WASHINGTON 200
PORTLAND,OR97205 		  PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 93,491

OREGON SYMPHONY

912 SW WASHINGTON 200
PORTLAND,OR97205 		  PC ADDITIONAL GALA SUPPORT FOR 125TH ANNIVERSARY YEAR 70,118

OREGON SYMPHONY

912 SW WASHINGTON 200
PORTLAND,OR97205 		  PC SUPPORT: SCHNITZER WONDER AWARD 9,349

PANDRILLUS FOUNDATION

PO BOX 10082
PORTLAND,OR97296 		  PC GENERAL OPERATING SUPPORT 23,373

PENDLETON ROUND-UP FOUNDATION

PO BOX 271
PENDLETON,OR97801 		  PC SUPPORT: TOUGH ENOUGH TO WEAR PINK CAMPAIGN 4,675

PLANNED PARENTHOOD COLUMBIA WILLAMETTE

3727 NE MARTIN LUTHER KING JR BLVD
PORTLAND,OR97212 		  PC SPONSORSHIP: ANNUAL LUNCHEON 32,722

PORTLAND ART MUSEUM

1219 SW PARK AVENUE
PORTLAND,OR97205 		  PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 93,491

PORTLAND CENTER STAGE

128 NW 11TH AVENUE
PORTLAND,OR97209 		  PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 93,491

PORTLAND COLUMBIA SYMPHONY

PO BOX 6559
PORTLAND,OR97228 		  PC SUPPPORT: GRESHAM CONCERT SERIES 9,349

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC "ARLENE SCHNITZER VISUAL ARTS" (10 YEARS TO SUPPORT 3RD PLACE PRIZE, EXHIBITION & RECEPTION) 7,479

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SUPPORT: JSMA "ART OF FOOD" EXHIBITION 46,745

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SUPPORT: PSU SHOWCASE / SIMON BENSON AWARDS 23,373

PORTLAND YOUTH PHILHARMONIC

9320 SW BARBUR BLVD 140
PORTLAND,OR97219 		  PC SPONSORSHIP: "MEET THE MUSICIANS BREAKFAST" 2,337

PROVIDENCE MEDICAL FOUNDATION

4805 NE GLISAN STREET
PORTLAND,OR97213 		  PC SUPPORT: "GO BEAT CANCER" EVENT 935

ROSE HAVEN

PO BOX 10405
PORTLAND,OR97296 		  PC CAPITAL CAMPAIGN GIFT 46,745

SNOWCAP

PO BOX 160
FAIRVIEW,OR97024 		  PC FOOD PANTRY PROGRAM 23,373

VOLUNTEERS OF AMERICA

3910 SE STARK AVENUE
PORTLAND,OR97214 		  PC SUPPORT: ANNUAL EVENT 46,745

WHOLISTIC PEACE INSITUTE

PO BOX 597
WEST LINN,OR97068 		  PC SUPPORT: H. SCHNITZER SPIRIT OF UNITY AWARDS 18,699

OREGON VENTURE FUND XII LLC

760 SW 9TH AVENUE SUITE 2250
PORTLAND,OR97205 		  NC CONTRIBUTION BY PARTNERSHIP 36
Total .................................right arrow 3a 1,751,591
bApproved for future payment

ARCS FOUNDATION
PO BOX 2063
PORTLAND,OR97208 		  PC SUPPORT: HAROLD SCHNITZER SCHOLAR AWARD 12,000

COLLEGE OF THE DESERT
43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		  PC SPONSORSHIP: "STEPPING OUT FOR COD" MULTI-YEAR PLEDGE 100,000

OREGON HISTORICAL SOCIETY
1200 SW PARK AVENUE
PORTLAND,OR97205 		  PC PLEDGE TO SUPPORT - LECTURE SERIES & HISTORY MAKERS DINNER MULTI-YEAR PLEDGE 100,000

OREGON RAIL HERITAGE CENTER
PO BOX 42443
PORTLAND,OR97242 		  PC "RESTORE THE BROOKLYN TURNTABLE" 25,000

OREGON SYMPHONY
912 SW WASHINGTON 200
PORTLAND,OR97205 		  PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 100,000

PORTLAND CENTER STAGE
128 NW 11TH AVENUE
PORTLAND,OR97209 		  PC ANNUAL OPERATING SUPPORT - MULTI-YEAR PLEDGE 50,000

ROSE HAVEN
PO BOX 10405
PORTLAND,OR97296 		  PC CAPITAL CAMPAIGN GIFT 50,000
Total ................................. right arrow 3b 437,000
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 ........... 		    14 6,084  
4 Dividends and interest from securities ....     14 218,293  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 131,856 16 44,480  
bNot debt-financed property..... 531120   16 302,619  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     16    
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990   18 313,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOAKTREE VALUE 26-0510867 		525990 803 14 139,227  
bSEATAC VILLAGE 20-1048739 531120 152,150 16 227,930  
cKEYHAVEN CAPITAL 98-0539392 525990 0 14 38,878  
dPATRICK AIRPORT 42-1538086 531120 113,807 16 7,467  
eOREGON VENTURE FUND XII 82-3589706 525990 -7,541 14 -33,223  
fSPUR VENTURES III 26-2690155 525990 0 14 -13,110  
gSPUR VENTURES II 20-3791496 525990 19 14 -55,414  
hCABRILLO COMM CTR 43-1958462 531120 858,623 16 21,145  
iOREGON VENTURE FUND 2022 87-3194632 525990   14 -2,050  
12 Subtotal. Add columns (b), (d), and (e) .. 1,249,717 1,216,088 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,465,805
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION
Employer identification number

93-1159884
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION 		Employer identification number
93-1159884
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HAROLD J SCHNITZER 2005 FAMILY TRUS
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HAROLD J SCHNITZER 2005 FAMILY TRUS
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ARLENE SCHNITZER 2005 FAMILY TRUST
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ARLENE SCHNITZER 2005 FAMILY TRUST
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
HJS REMAINDER TRUST - ARIELLE
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 35,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
HJS REMAINDER TRUST - AUDRIA
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 35,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Name of organization
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION 		Employer identification number
93-1159884
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
ARLENE SCHNTIZER RESULTING TRUST
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 263,700


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
ARLENE SCHNITZER TRUST
1121 SW SALMON STREET
 
PORTLAND, OR97205

$ 3,680,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION 		Employer identification number

93-1159884
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE HAROLD & ARLENE SCHNITZER CARE
FOUNDATION 		Employer identification number

93-1159884
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


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TY 2022 AmortizationSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
KEARNEY BUILDING INTANGIBLE ASSETS 2016-06-01 24,509 24,509 36.000000000000   0   24,509
1833 SOUTH - LEASE COSTS 2020-01-01 117,377 3,629 108.000000000000 8,640 2,492   12,269
PY LEASE COSTS 2020-01-01 33,853 7,004 108.000000000000 3,502 1,336   10,506
PY MORTGAGE COSTS 2017-07-01 22,800 10,175 120.000000000000 2,261 862   12,436
1833 SOUTH - MORTGAGE COSTS 2017-07-01 79,054 2,343 120.000000000000 5,579 1,609   7,922

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TY 2022 DepreciationSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
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
KEARNEY CENTER, LLC 2019-06-01 593,343 89,843 200DB 5.000000000000 14,963 14,963    
1833 DEPRECIABLE ASSETS 2019-06-01 5,445,650 1,496,992 200DB 5.000000000000 205,541 205,541    
KEARNEY BUILDING DEPRECIABLE ASSETS 2019-06-01 1,343,522 662,899 SL 39.000000000000 19,749 19,749    
KEARNEY LLC LAND 2019-06-01 820,000   L 39.000000000000 0 0    
KEARNEY BUILDING LAND 2018-06-01 180,753   L 39.000000000000 0 0    
KEARNEY CTR LAND IMPROVEMENTS 2022-02-22 13,285   SL 15.000000000000 443 13,728    
PRIOR YEAR ADDITIONS 2019-06-01 2,427,637   SL 39.000000000000 83,306 83,306    
PRIOR YEAR ADDITIONS 2020-01-01 403,675   SL   9,225 9,225    
15 YR LAND IMPROVEMENTS 2022-02-22 8,191   SL 15.000000000000 273 8,464    
1833 LAND 2018-06-01 1,468,665   L 39.000000000000 0 0    

TY 2022 InvestmentsOtherSchedule2
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EVI CORPORATION FMV 1 1
KEYHAVEN CAPITAL II FMV 81,161 81,161
OAKTREE VALUE OPP LP FMV 2,524,072 2,524,072
SPUR VENTURES II LP FMV 759,466 759,466
SPUR VENTURES III LP FMV 718,474 718,474
CABRILLO COMMERCE CENTER, LLC FMV 19,100,953 19,100,953
PATRICK AIRPORT BUSINESS CENTER, LLC FMV 3,904,252 3,904,252
SEATAC VILLAGE SHOPPING CENTER, LLC FMV 12,031,783 12,031,783
CHARLES SCHWAB FMV 13,513,643 13,513,643
OREGON VENTURE FUND XII FMV 381,658 381,658
OREGON VENTURE FUND 2022 FMV 997,950 997,950

TY 2022 LegalFeesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 3,575 715   2,860


TY 2022 OtherAssetsSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTANGIBLES 136,865 116,883 116,883
SL DEFERRED RENTS 707,817 719,085 719,085
JEWELRY 0 263,700 263,700


TY 2022 OtherDecreasesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Amount
UNREALIZED LOSS 348,779


TY 2022 OtherExpensesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM EXPENDITURES TO RECIPIENTS 116,566 0   116,566
PROGRAM MATCHING GRANTS 675,009 0   675,009
STUDENT INCENTIVE GRANT 1,375 0   1,375
MISCELLANEOUS 6,913 0   6,913
ARTS EXPERIENCES 11,842 0   11,842
AWARD CEREMONIES 74,618 0   74,618
MEALS 1,078 0   1,078
MEALS - ADMIN 526 52   211
DUES AND MEMBERSHIPS 217 0   217
DUES AND MEMBERSHIPS - ADMIN 4,180 836   3,344
INSURANCE - ADMIN 4,260 852   3,408
INSURANCE 17,171 8,086   0
LICENSES AND FEES 492 0   492
LICENSES AND FEES - ADMIN 4,435 1,021   3,219
OFFICE SUPPLIES 9,375 0   9,375
OFFICE SUPPLIES - ADMIN 13 3   10
SUBSCRIPTIONS - ADMIN 47 9   38
SCHOOL/ADVISOR APPRECIATION 36,644 0   36,644
STAFF PROFESSIONAL DEVELOPMENT 124 0   124
TEACHER TRAINING COSTS 1,033 0   1,033
TELEPHONE 2,925 0   0
COMMISIONS 1,415 408   0
REPAIRS 10,094 6,155   0
MANAGEMENT FEES 78,810 42,964   0
CLEANING & MAINTENANCE 3,415 124,075   0
UTILITIES 45,678 44,785   0
SUPPLIES 28 28   0
SECURITY 24,192 21,879   0
GROUNDS MAINTENANCE 41,609 41,416   0
COMMON AREA EXPENSE 7,044 7,044   0
ABANDONMENTS 842 321   0
AMORTIZATION 19,982 5,763   0


TY 2022 OtherIncomeSchedule2
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BOOK/TAX INCOME - SPUR VENTURES II, LP 0 52,168 0
BOOK/TAX INCOME - KEYHAVEN CAPITAL 0 -34,043 0
BOOK/TAX INCOME - OAKTREEL 0 -112,149 0
BOOK/TAX INCOME - SPUR VENTURES III, LP 0 8,472 0
BOOK/TAX INCOME - CABRILLO COMMERE CTR, LLCL 0 54,184 0
BOOK/TAX INCOME - PATRICK AIRPORT, LLC 0 -2,280 0
BOOK/TAX INCOME - SEAPORT 0 -158,072 0
BOOK/TAX INCOME - OREGON VENTURE FUND XII 0 30,481 0
OAKTREE VALUE 26-0510867 140,030 139,227 140,030
SEATAC VILLAGE 20-1048739 380,080 227,930 380,080
KEYHAVEN CAPITAL 98-0539392 38,878 38,878 38,878
PATRICK AIRPORT 42-1538086 121,274 7,467 121,274
OREGON VENTURE FUND XII 82-3589706 -40,764 -33,223 -40,764
SPUR VENTURES III 26-2690155 -13,110 -13,110 -13,110
SPUR VENTURES II 20-3791496 -55,395 -55,414 -55,395
CABRILLO COMM CTR 43-1958462 879,768 21,145 879,768
OREGON VENTURE FUND 2022 87-3194632 -2,050 -2,050 -2,050


TY 2022 OtherLiabilitiesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Beginning of Year - Book Value End of Year - Book Value
REFUNDABLE TENANT DEPOSITS 66,065 60,437
PREPAID RENT 13,063 12,727
NOTES & ADVANCES 1,040,327 952,504
ACCRUED INTEREST 17,347 16,943


TY 2022 OtherProfessionalFeesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 10,000 0   10,000


TY 2022 SubstantialContributorsSch
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Name Address
ARLENE SCHNITZER TRUST
  		PO BOX 2708
PORTLAND,OR97208


TY 2022 TaxesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL 194,956 0   0
STATE 104,983 0   0
PROPERTY TAX-KEARNEY CTR 8,990 3,458   0
PROPERTY TAX-BLUE CHIP 160,256 46,219   0
PROPERTY TAX-KEARNEY BLDG 75,881 76,528   0