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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RAYMOND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12475
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97212
A Employer identification number

56-6502391
B Telephone number (see instructions)

(888) 730-4933
C 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$41,983,672J 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 4,913 4,913  
4 Dividends and interest from securities... 940,932 940,932  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,058,971
b Gross sales price for all assets on line 6a 5,943,516
7 Capital gain net income (from Part IV, line 2)... 1,058,971
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
56,843 63,024  
12 Total. Add lines 1 through 11........ 2,061,659 2,067,840  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 3,600   32,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,090 7,545   7,545
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
332,916 332,916   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
56,399 2,826   3,288
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,760 233   4,507
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 445,165 347,120   47,740
25 Contributions, gifts, grants paid....... 2,011,750 2,011,750
26 Total expenses and disbursements. Add lines 24 and 25 2,456,915 347,120   2,059,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -395,256
b Net investment income (if negative, enter -0-) 1,720,720
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 490,301 485,633 485,633
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) 60,173 Click to see attachment
List of Attached Documents:
// Content
60,041 		59,418
b Investments—corporate stock (attach schedule)....... 27,161,258 Click to see attachment
List of Attached Documents:
// Content
26,845,567 		39,497,812
c Investments—corporate bonds (attach schedule).......      
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).......... 1,793,689 Click to see attachment
List of Attached Documents:
// Content
1,667,035 		1,940,240
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
0 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
569
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,505,421 29,058,276 41,983,672
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 29,505,421 29,058,276
29 Total net assets or fund balances (see instructions)..... 29,505,421 29,058,276
30 Total liabilities and net assets/fund balances (see instructions). 29,505,421 29,058,276
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
29,505,421
2
Enter amount from Part I, line 27a .....................
2
-395,256
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
57,500
4
Add lines 1, 2, and 3 ..........................
4
29,167,665
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
109,389
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,058,276
Form 990-PF (2023)
Form 990-PF (2023)
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 SECURTIES P    
b PUBLICLY TRADED SECURTIES P    
c CAPITAL GAINS FROM INVESTMENTS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 568,039   574,803 -6,764
b 5,375,351   4,309,742 1,065,609
c 126     126
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -6,764
b       1,065,609
c       126
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,058,971
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  
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 23,918
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 23,918
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 23,918
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 38,420
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 38,420
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 14,502
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,502 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowUT
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 2023 or the taxable year beginning in 2023? 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
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 arrowDANI KERRIGAN Telephone no.right arrow (888) 730-4933

Located atright arrowPO BOX 12475PORTLANDOR ZIP+4right arrow97212
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
DANIELA KERRIGAN DIRECTOR
40.00 		36,000 0 0
PO BOX 12475
PORTLAND,OR97212
ROBERT RAYMOND DIRECTOR
1.00 		0 0 0
PO BOX 12475
PORTLAND,OR97212
WILLIAM KERRIGAN DIRECTOR
1.00 		0 0 0
PO BOX 12475
PORTLAND,OR97212
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
38,549,857
b
Average of monthly cash balances.......................
1b
999,380
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
39,549,237
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
39,549,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
593,239
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,955,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,947,800
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
1,947,800
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,918
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,918
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,923,882
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,923,882
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
1,923,882
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
2,059,490
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
2,059,490
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,923,882
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,946,143
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,059,490
a Applied to 2022, but not more than line 2a 1,946,143
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 2023 distributable amount..... 113,347
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,810,535
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACCESS INC

500 OFFICE CENTER DR SUITE 100
FORT WASHINGTON,PA19034 		  PC TO EMPOWER AND SERVE PEOPLE IN NEED OF SPECIALIZED SUPPORT 5,000

ADDICTION RECOVERY CENTER

PO BOX 1182
CAMPBELL,CA95009 		  PC TO PROVIDE THE OPPORTUNITY FOR INDIVIDUALS AND THEIR FAMILIES TO CHOOSE A HEALTHIER WAY OF LIFE 5,000

ADOPT-A-NATIVE-ELDER PROGRA

328 WEST GREGSON AVENUE
SALT LAKE CITY,UT84115 		  PC TO CREATE A BRIDGE OF HOPE BETWEEN NATIVE AMERICANS AND OTHER CULTURES 5,000

ALEX HONNOLD FOUNDATION

159WEST300SOUTH200
SALT LAKE CITY,UT84101 		  PC TO REDUCE ENVIRONMENTAL IMPACT AND ADDRESS INEQUALITY BY SUPPORTING SOLAR ENERGY INITIATIVES WORLDWIDE. 50,000

ALL SAINTS SCHOOL

601 NE CESAR E CHAVEZ BLVD
PORTLAND,OR97232 		  PC TO CULTIVATE A UNIFIED FAITH-CENTERED COMMUNITY AND, IN PARTNERSHIP WITH PARENTS, PREPARE STUDENTS TO BE LIFE-LONG LEARNERS WHO ARE RESPONSIBLE CITIZENS COMMITTED TO THE VALUES OF CHRIST 35,000

APPALSHOP

91 MADISON AVENUE
WHITEBURG,KY41858 		  PC TO ENLIST THE POWER OF EDUCATION, MEDIA, THEATER, MUSIC, AND OTHER ARTS TO DOCUMENT, DISSEMINATE, AND REVITALIZE THE LASTING TRADITIONS AND CONTEMPORARY CREATIVITY OF APPALACHIA. 5,000

ARMY EMERGENCY RELIEF

2530 CRYSTAL DR SUITE 13161
ARLINGTON,VA22202 		  PC TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO U.S. ARMY SOLDIERS (BOTH ACTIVE DUTY AND RETIREES) 10,000

ARTISTS REPETORY THEATER

128 NW 11TH AVE
PORTLAND,OR97209 		  PC GENERAL OPERATING SUPPORT 25,000

BLUE CHECK UKRAINE

PO BOX 283
NEW YORK,NY10276 		  PC GENERAL OPERATING SUPPORT 20,000

BOSTON COLLEGE

140 COMMONWEALTH AVE
CHESTNUT,MA02467 		  PC TO SUPPORT THE APPALACHIA VOLUNTEERS PROGRAM 5,000

BOYS HOPE GIRLS HOPE

12120 BRIDGETON SQUARE DRIVE
BRIDGETON,MO63044 		  PC TO SUPPORT NATIONWIDE AND INTERNATIONAL RESIDENTIAL AND EDUCATIONAL PROGRAM 50,000

BRITT MUSIC & ARTS FESTIVAL

216 W MAIN ST
MEDFORD,OR97501 		  PC TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION 5,000

BUBBAVILLE INC

PO BOX 6012
PORTLAND,OR97228 		  PC TO SUPPORT OLD-TIME MUSIC AND DANCE IN PORTLAND, OREGON 25,000

BUTTONWOOD FOUNDATION

11 WALL ST 21ST FL
NEW YORK,NY10005 		  PC TO PROVIDE SCHOLARSHIPS, GRANTS AND HONORARIUM TO QUALIFYING COLLEGE STUDENTS OF NEW YORK STOCK EXCHANGE 10,000

CAMELOT THEATRE COMPANY

PO BOX 780
TALENT,OR97540 		  PC TO SUPPORT TO PRODUCE HIGH-QUALITY AFFORDABLE PLAYS, MUSICALS AND MUSICAL EVENTS WHILE PROVIDING A SUPPORTIVE ENVIRONMENT '" FOR PROFESSIONAL AND AMATEUR THEATER ARTISTS AND TECHNICIANS AND INSPIRING AND TRAINING ADULTS, TEENS, AND ~ CHILDREN IN THE THEATER ARTS 5,000

CASA OF JACKSON COUNTY

409 N FRONT ST
MEDFORD,OR97501 		  PC TO PROVIDE SPECIALLY TRAINED COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 25,000

CASCADIANOW

42128 INTERLAKE AVE N
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR MAINE

POBOX1767
ROCKLAND,ME04841 		  PC TO ADVANCESCONTEMPORARYARTINMAINETHROUGHEXHIBITIONSAND EDUCATIONALPROGRAMS 5,000

CHEBEAGUE AND CUMBERLAND

371 TUTTLE RD STE 2
CUMBERLAND,ME04021 		  PC GENERAL OPERATING SUPPORT 10,000

CHEBEAGUE COMMUNITY CHURCH

258 N RD
CHEBEAGUE ISLAND,ME04017 		  PC GENERAL OPERATING SUPPORT 2,500

CHEBEAGUE ISLAND COMMUNITY SAILING SCHOOL

192 POST ROAD APT 17
SUDBURY,MA01776 		  PC GENERAL OPERATING SUPPORT 30,000

CHEBEAGUE ISLAND COMMUNITY

247 SOUTH RD UNIT 3
CHEBEAGUE ISLAND,ME04017 		  PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 37,000

CHEBEAGUE ISLAND COUNCIL

PO BOX 12
CHEBEAGUE ISLAND,ME04017 		  PC TO FUND AND MANAGE THE HEALTH CENTER 5,250

CHEBEAGUE ISLAND FIRE AND RESCUE

258 N RD
CHEBEAGUE ISLAND,ME04017 		  PC GENERAL OPERATING SUPPORT 10,000

CHEBEAGUE ISLAND HISTORICAL

PO BOX 28
CHEBEAGUE ISLAND,ME04017 		  PC TO RESEARCH AND RECORD THE PAST AND PRESENT HISTORY OF CHEBEAGUE ISLAND 1,000

CHEBEAGUE ISLAND LIBRARY

247 SOUTH RD UNIT 3
CHEBEAGUE ISLAND,ME04017 		  PC TO PROVIDE A WELCOMING CENTER TO FOSTER THE LEARNING OF THE ENTIRE ISLAND COMMUNITY 30,000

CHEBEAGUE ISLAND LIVING HISTORY FARM

PO BOX 43
CHEBEAGUE ISLAND,ME04017 		  PC TO HELP THREE-DIMENSIONAL SETTING TO LEARN ABOUT THE ISLAND'S SIGNIFICANT AGRICULTURAL PAST AND ITS FOLK CULTURE 5,000

CHEBEAGUE RECREATION CENTER

382 NORTH RD
CHEBEAGUE ISLAND,ME04017 		  PC TO PROVIDE CHILDREN, TEENAGERS, ADULTS, AND SENIORS WITH A FACILITY IN WHICH THEY CAN PARTICIPATE 5,000

CHILDREN'S ADVOCACY CENTER

1650 E OLD BADILLO ST C3
COVINA,CA91724 		  PC GENERAL OPERATING SUPPORT 5,000

CHILDREN'S HEALING ART PROJ

8065 SE GRAND AVE SUITE 160
PORTLAND,OR97202 		  PC TO BRING THE HEALING POWER OF ART TO CHILDREN AND FAMILIES FACING MEDICAL CHALLENGES 5,000

CHILDREN'S INSTITUTE

1411 SW MORRISON ST 205
PORTLAND,OR97205 		  PC GENERAL OPERATING SUPPORT 50,000

COMMUNITY HEALTH CENTER

110 S WOODLAND ST
WINTER GARDEN,FL34787 		  PC TO PROVIDE QUALITY AND COMPASSIONATE PRIMARY HEALTHCARE SERVICES 5,000

COMMUNITY WORKS INC

168 NEWBURY STREET
LAWRENCE,MA01841 		  PC TO PROVIDE COMMUNITY DEVELOPMENT 5,000

CRATERIAN PERFORMANCES

23 S CENTRAL AVE
MEDFORD,OR97501 		  PC TO ENHANCE THE CULTURAL OPPORTUNITIES OF THE REGION AND INCREASE COMMUNITY PRIDE 5,000

CULTIVATE INITIATIVES

14625 SE STARK ST
PORTLAND,OR97233 		  PC GENERAL OPERATING SUPPORT 70,000

DAYS FOR GIRLS

PO BOX 2622
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 30,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC TO HELP PROVIDE LIFESAVING MEDICAL CARE TO THOSE MOST IN NEED 5,000

DOGS FOR BETTER LIVES

10175 WHEELER RD
CENTRAL POINT,OR97502 		  PC TO PROVIDE ASSISTANCE DOGS TO PEOPLE ACROSS THE NATION 5,000

DOUGY CENTER

3909 SE 52ND AVE
PORTLAND,OR97206 		  PC GENERAL OPERATING SUPPORT 5,000

FAMILY DOGS NEW LIFE SHELTER

9101 SE STANLEY AVENUE
PORTLAND,OR97206 		  PC TO RESCUE AND REHOME NEEDY DOGS. 5,000

FAMILY NURTURING CENTER

212 N OAKDALE
MEDFORD,OR97501 		  PC TO STRENGTHEN FAMILIES SO THAT CHILDREN CAN LIVE SAFELY AND DEVELOP FULLY IN THEIR PARENTS' CARE 5,000

FAMILY SOLUTIONS

201 W MAIN ST STE 4B
MEDFORD,OR97501 		  PC TO PROVIDE THE HIGHEST QUALITY AND COST EFFECTIVE MENTAL HEALTH SERVICES TO THE MOST VULNERABLE YOUTH 5,000

FOREST PARK CONSERVANCY

833 SW 11TH SUITE 800
PORTLAND,OR97205 		  PC TO HELP PROTECT AND FOSTER THE ECOLOGICAL HEALTH OF FOREST PARK 25,000

FORGING YOUTH RESILIENCE

PO BOX 18082
DENVER,CO80218 		  PC GENERAL OPERATING SUPPORT 10,000

FRIENDS OF ANIMAL SHELTER

PO BOX 1013
PHOENIX,OR97535 		  PC TO RECRUIT AND TRAIN VOLUNTEERS WHO WILL SAVE LIVES BY INCREASING PET ADOPTIONS AT THE JACKSON COUNTY 5,000

FRIENDS OF CALLIGRAPHY

PO BOX 425194
SAN FRANCISCO,CA94142 		  PC TO HELP ENCOURAGE INDIVIDUAL EXCELLENCE, TO FOSTER A WIDER APPRECIATION AND DEEPER UNDERSTANDING OF CALLIGRAPHY, ITS HISTORY AND APPLICATIONS 1,000

FRIENDS OF THE STRAND INC

PO BOX 4186
MARIETTA,GA30061 		  PC TO PARTNER AND SERVE BY PROVIDING CULTURAL ENTERTAINMENT, PROGRAMS, AND MEETING SPACE THAT IS ACCESSIBLE 3,000

GEORGES RIVER LAND TRUST

8 N MAIN ST SUITE 200
ROCKLAND,ME04841 		  PC TO PROTECT THE SPECIAL PLACES IN OUR LANDSCAPE THAT HOLD CONSERVATION VALUE 5,000

GMHC

15 SOUTH FIFTH STREET NO 710
MINNEAPOLIS,MN55402 		  PC TO PRESERVE, IMPROVE & INCREASE AFFORDABLE HOUSING ASSIST COMMUNITIES WITH HOUSING REVITALIZATION 10,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		  PC TO PROVIDE GUIDE DOGS TO PEOPLE WITH VISION LOSS 5,000

CRAW LAW CENTER

3141 E BURNSIDE
PORTLAND,OR97214 		  PC TO PROTECT AND SUSTAIN THE PACIFIC NORTHWEST'S NATURAL LEGACY 50,000

HEARTS WITH A MISSION

521 EDWARDS ST
MEDFORD,OR97501 		  PC GENERAL OPERATING SUPPORT 5,000

HEIFER INTERNATIONAL

1 WORLD AVE
LITTLE ROCK,AR72202 		  PC TO BUILD AN ENDOWMENT TO GENERATE ONGOING SUPPORT FOR THE WORK OF HEIFER PROJECT INTERNATIONAL 10,000

HOPE GIRLS HOPE

5257 SHAW AVE
ST LOUIS,MO63110 		  PC GENERAL OPERATING SUPPORT 50,000

ISLAND COMMONS RESOURCE CEN

132 LITTLEFIELD RD
CHEBEAGUE ISLAND,ME04017 		  PC TO SUPPOT OPERATION OF AN ADULT FAMILY CARE HOME FOR THE BENEFIT OF ELDERLY RESIDENTS OF CHEBEAGUE ISLAND 50,000

ISLAND INSTITUTE

386 MAIN ST
ROCKLAND,ME04841 		  PC TO SUSTAIN MAINE'S ISLAND AND REMOTE COASTAL COMMUNITIES, AND TO EXCHANGE IDEAS AND EXPERIENCES 5,000

JACKSON COUNTY LIBRARY

205 S CENTRAL AVE
MEDFORD,OR97501 		  PC TO HELP CONNECT EVERYONE TO INFORMATION, IDEAS AND EACH OTHER 5,000

JACKSONVILLE COMMUNITY CENTER

1823 JACKSONVILLE JOBSTOWN RD
BORDENTOWN,NJ08505 		  PC TO HELPCOMMUNITIESDISCOVER, APPLY, SUSTAIN COMMUNITYPLANNING 5,000

JACKSONVILLE SENIOR CENTER

100 VICTORY CIRCLE
JACKSONVILLE,AR72076 		  PC TO PROVIDE A PLACE FOR SENIOR ADULTS TO SOCIALIZE, HAVE A HOT MEAL AND STAY ACTIVE 5,000

JACKSONVILLE WOODLANDS

PO BOX 1210
JACKSONVILLE,OR97530 		  PC TO PRESERVE FORESTED OPEN SPACE 2,500

JEFFERSON PUBLIC RADIO

1250 SISKIYOU BLVD
ASHLAND,OR97520 		  PC TO FOSTER THE HUMAN INTELLECTUAL AND CREATIVE SPIRIT 5,000

JESUIT VOLUNTEER CORPS

801 SAINT PAUL ST
BALTIMORE,MD21202 		  PC TO CREATE A MORE JUST AND HOPEFUL WORLD, THE JESUIT VOLUNTEER CORPS ENGAGES PASSIONATE YOUNG PEOPLE IN VITAL SERVICE WITHIN POOR COMMUNITIES, FOSTERING THE GROWTH OF LEADERS COMMITTED TO FAITH IN ACTION 30,000

KAIROSPDX

PO BOX 12190
PORTLAND,OR97212 		  PC TO CLOSE THE RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS 50,000

LASALLE CATHOLIC COLLEGE

11999 SE FULLER RD
MILWAUKIE,OR97222 		  PC GENERAL OPERATING SUPPORT 40,000

LIFELONG SKILLS FOUNDATION

PO BOX 58492
SALT LAKE,UT84158 		  PC TO PROVIDE A SAFETY NET AND SUPPORT NETWORK FOR TRANSITION AGE YOUTH 5,000

LITERARY ARTS

952 SW WASHINGTON ST
PORTLAND,OR97205 		  PC GENERAL OPERATING SUPPORT 10,000

LIVING OPPORTUNITIES

PO BOX 1105
MEDFORD,OR97501 		  PC TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN THE SAME NEIGHBORHOODS 10,000

MAGDALENE HOME

7363 ROCKPOINT LN
TYLER,TX75703 		  PC TO TEACH AND PREACH THE GOSPEL THROUGH SPEAKING ENGAGEMENTS 5,000

MAINE FARMLAND TRUST

97 MAIN STREET
BELFAST,ME04915 		  PC TO PROTECT FARMLAND, SUPPORT FARMERS, AND ADVANCE THE FUTURE OF FARMING 5,000

MARTHA O'BRYAN CENTER

711 SOUTH SEVENTH STREET
NASHVILLE,TN37206 		  PC TO EMPOWER CHILDREN, YOUTH, AND ADULTS IN POVERTY TO TRANSFORM THEIR LIVES THROUGH WORK, EDUCATION 5,000

MASLOW PROJECT

500 MONROE ST
MEDFORD,OR97501 		  PC TO OFFER EVERY HOMELESS CHILD AND YOUTH THE PROBABILITY OF SUCCESS AND THE OPPORTUNITY 5,000

METROPOLITAN FAMILY SERVICE

1808 SE BELMONT ST
PORTLAND,OR97214 		  PC TO HELP PEOPLE MOVE BEYOND THE LIMITATIONS OF POVERTY, INEQUITY AND SOCIAL ISOLATION 15,000

NASHVILLE STREET BARBERS

301 6TH AVE N
NASHVILLE,TN37243 		  PC GENERAL OPERATING SUPPORT 5,000

NORTHWEST CHILDREN'S THEATE

1000 SW BROADWAY T-100
PORTLAND,OR97205 		  PC GENERAL OPERATING SUPPORT 10,000

OK YOU

2000 NE 42ND AVE 103
PORTLAND,OR97213 		  PC GENERAL OPERATING SUPPORT 45,000

OMSI

1945 SE WATER AVE
PORTLAND,OR97214 		  PC GENERAL OPERATING SUPPORT 25,000

OREGON CHILDREN'S THEATER

1631 NE BROADWAY ST PMB 620
PORTLAND,OR97232 		  PC GENERAL OPERATING SUPPORT 10,000

OREGON HISTORICAL SOCIETY

1200 SW PARK AVE
PORTLAND,OR97205 		  PC TO HELP DEDICATE TO MAKING OREGON'S LONG, RICH HISTORY VISIBLE AND ACCESSIBLE TO ALL 1,000

OREGON PUBLIC BROADCASTING

7140 S MACADAM AVE
PORTLAND,OR97219 		  PC TO HELP PROVIDE AN INDEPENDENT MEDIA VOICE 25,000

OREGON SHAKESPEARE FESTIVAL

15 SOUTH PIONEER STREET
ASHLAND,OR97520 		  PC TO REVEAL OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS 5,000

OUT MAINE

PO BOX 1723
ROCKLAND,ME04841 		  PC TO SUPPORT AND EMPOWER LGBTQ 5,000

PEAR

338 NW 6TH
PORTLAND,OR97209 		  PC TO MENTOR PORTLAND'S HOMELESS YOUTH TO AFFIRM PERSONAL WORTH AND CREATE HEALTHIER LIVES AND COMMUNITIES 30,000

PAW FUND

PO BOX 99485
EMERYVILLE,CA94662 		  PC TO HELP PEOPLEHELP THEIR PETS 55,000

PEACE IN SCHOOLS

959 SE DIVISION ST STE 325
PORTLAND,OR97214 		  PC GENERAL OPERATING SUPPORT 50,000

PETA

501 FRONT ST
NORFOLK,VA23510 		  PC TO HELP ESTABLISHING AND PROTECTING THE RIGHTS OF ALL ANIMALS 50,000

PLANNED PARENTHOOD SOUTH

123 WILLIAM ST
NEW YORK,NY10038 		  PC TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES IN SETTINGS 30,000

POPE MEMORIAL HUMANE SOCIET

PO BOX 1294
ROCKLAND,ME04841 		  PC TO CARE FOR AND PLACE UNWANTED AND ABANDONED ANIMALS IN LOVING HOMES 5,000

PORTLAND BACKPACK

6600 NE 78TH COURT UNIT C4
PORTLAND,OR97218 		  PC GENERAL OPERATING SUPPORT 10,000

PORTLAND CENER STAGE

128 NW ELEVENTH AVE
PORTLAND,OR97209 		  PC GENERAL OPERATING SUPPORT 5,000

PORTLAND PLAYHOUSE

602 NE PRESCOTT ST
PORTLAND,OR97211 		  PC TO SUPPORT THE DEVELOPMENT OF NEW PLAYS, EDUCATING YOUNG PEOPLE, AND REINVENTING THE MEANS 130,000

PROVIDENCE COMMUNITY HEALTH

375 ALLENS AVE
PROVIDENCE,RI02905 		  PC TO HELP IMPROVE THE WELL-BEING OF THE COMMUNITIES WE SERVE BY PROVIDING HIGH QUALITY, ACCESSIBLE, PATIENT-CENTERED CARE REGARDLESS OF CULTURAL BACKGROUND, SOCIAL BARRIERS, OR ABILITY TO PAY 50,000

RANDALL THEATRE COMPANY

10 E 3RD ST
MEDFORD,OR97501 		  PC TO BRING TOGETHER THE BEST IN SOUTHERN OREGON ACTORS, DIRECTORS AND TECHNICAL STAFF IN AN INVITING AND MEANINGFUL SETTING 5,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		  PC GENERAL OPERATING SUPPORT 15,000

REFUGEE CARE COLLECTIVE

10160 NIMBUS AVE
PORTLAND,OR97223 		  PC TO HELP WELCOME OUR NEWEST NEIGHBORS, AND TO BE THE PEOPLE THAT CREATE HOME 50,000

ROGUE RETREAT

1410 W 8TH ST
MEDFORD,OR97501 		  PC TO PROVIDE TREATMENT, TRANSITIONAL HOUSING, VOCATIONAL DEVELOPMENT AND REFERRALS TO LOW INCOME INDIVIDUALS 10,000

ROGUE VALLEY DIST COUNCIL

155 N 1ST STREET
CENTRAL POINT,OR97502 		  PC TO PROMOTE QUALITY OF LIFE 5,000

SAN FRANCSICO CHAMBER ORCHESTRA

601 VAN NESS AVE SUITE E-517
SAN FRANCISCO,CA94102 		  PC TO HELP MAKE CLASSICALMUSICACCESSIBLE TO AUDIENCES OF ALL AGES AND BACKGROUNDS ACROSS THE BAY AREA 50,000

SANCTUARY ONE

13195 UPPER APPLEGATE ROAD
JACKSONVILLE,OR97530 		  PC TO HELP PEOPLE, ANIMALS, AND THE EARTH WORK TOGETHER FOR MUTUAL HEALING. 5,000

SANTA SABINA CENTER

5 MAGNOLIA AVE
SAN RAFAEL,CA94901 		  PC TO HELP PROVIDE A PLACE OF STUDY, PRAYER AND COMMUNITY AS THEY EXTEND THE MINISTRY OF THE DOMINICAN SISTERS OF SAN RAFAEL IN SUPPORT OF CONTEMPLATIVE SPIRITUAL EXPLORATION 10,000

SCIENCE WORKS

1500 E MAIN ST
ASHLAND,OR97520 		  PC TO SUPPORT EDUCATING VISITORS IN SCIENCE AND TECHNOLOGY, WHILE PROVIDING AN ENTERTAINING DESTINATION 2,500

SNYP SPAYNEUTER CLINIC

111 N PACIFIC HWY
TALENT,OR97540 		  PC TO HELP PROVIDING AFFORDABLE SPAY/NEUTER SERVICES 5,000

SOCIAL VENTURE PARTNERS

308 SW 1ST AVE 158
PORTLAND,OR97204 		  PC TO INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY CAUSES. 110,000

SOLDIER'S BEST FRIEND

14505 N 75TH AVE
PEORIA,AZ85381 		  PC TO PROVIDE UNITED STATES MILITARY VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER 5,000

SOUTHERN OREGON HUMANE SOCIETY

2910 TABLE ROCK RD
MEDFORD,OR97501 		  PC TO RESCUE ANIMALS FROM SHELTERS WHERE THEY HAVE ALREADY BEEN MARKED FOR DEATH 5,000

SOUTHERN OREGON LAND CONSERVANCY

PO BOX 954
ASHLAND,OR97520 		  PC TO PROTECT AND ENHANCE PRECIOUS LAND IN THE ROGUE RIVER REGION TO BENEFIT OUR HUMAN AND NATURAL COMMUNITIES 5,000

SOUTHERN OREGON PUBLIC TELEVISION

28 S FIR ST STE 200
MEDFORD,OR97501 		  PC TO PROVIDE ALTERNATIVE AND EDUCATIONAL TELEVISION PROGRAMMING 5,000

SOUTHERN UTAH WILDERNESS

425 EAST 100 SOUTH
SALT LAKE CITY,UT84111 		  PC TO HELP THE PRESERVATION OF THE OUTSTANDING WILDERNESS AT THE HEART OF THE COLORADO PLATEAU, 5,000

ST VINCENT DE PAUL

2830 N WILLIAMS AVE
PORTLAND,OR97227 		  PC GENERAL OPERATING SUPPORT 5,000

STANFORD GRADUATE SCHOOL OF

655 KNIGHT WAY
STANDFORD,CA94305 		  PC TO SUPPORT ITS GENERAL OPRATIONS 1,000

TENNESSEE KIDS BELONG

1229 LAKEVIEW DR
FRANKLIN,TN37067 		  PC TO EMPOWER AND EQIP LEADERS IN THE GOVERNMENT, BUSINESS, FAITH BASED AND CREATIVE SECTORS TO END THE CRISIS FOR KIDS IN FOSTER CARE 5,000

THIRD RAIL REPETORY THEATER

2257 NW RALEIGH ST
PORTLAND,OR97210 		  PC GENERAL OPERATING SUPPORT 10,000

THE RECOMPENSE FUND

PO BOX 42
CHEBEAGUE ISLAND,ME04017 		  PC GENERAL OPERATING SUPPORT 15,000

UNITED WAY OF JACKSON COUNT

536 NORTH JACKSON STREET
JACKSON,MI49201 		  PC TO IMPROVE LIVES IN JACKSON COUNTY BY MOBILIZING THE COMMUNITY TO MAKE LASTING CHANGE IN COMMUNITY 10,000

WORLD BICYCLE RELIEF

1000 WEST FULTON MARKET 4TH FLOOR
CHICAGO,IL60607 		  PC TO MOBILIZE PEOPLE THROUGH THE POWER OF BICYCLES 10,000

WOUNDED WARRIORS PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256 		  PC TO HONOR AND EMPOWER WOUNDED WARRIORS 5,000

YMCA OF MEDFORD OREGON

522 W 6TH ST
MEDFORD,OR97501 		  PC TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY 5,000

KAIROS JACKSON SERVICES

1175 E MAIN ST STE 1C
MEDFORD,OR97504 		  PC GENERAL OPERATING SUPPORT 5,000

LIVES IN THE BALANCE

15 MAIN STREET SUITE 200
FREEPORT,ME04032 		  PC GENERAL OPERATING SUPPORT 10,000

NOVA UKRAINE

3277 S WHITE ROAD PMB 8475
SAN JOSE,CA95148 		  PC GENERAL OPERATING SUPPORT 20,000
Total .................................right arrow 3a 2,011,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 4,913  
4 Dividends and interest from securities ....     14 940,932  
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 .....     01 66,136  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,058,971  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASSTHROUGH INCOME 		525990 -6,181 01 -3,112  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -6,181 2,067,840 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,061,659
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUTING 15,090 7,545   7,545

TY 2023 InvestmentsCorpStockSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 27,661 27,579
ADOBE INC. 55,105 221,339
AIB GROUP PLC EUR 19,802 27,362
ALCON INC 147,549 181,551
ALLEGION PLC 125,734 146,834
AMAZON.COM INC 503,178 1,268,851
AMERICA MOVIL S.A.B. DE C.V. 12,862 12,408
AMERICAN TOWER CORP REIT 469,545 431,760
AMGEN INC 189,325 288,020
ANSYS INC 111,100 203,576
APPLE INC 335,977 1,669,428
APTIV PLC 98,076 92,681
ASML HLDG NV SPON ADR 81,125 151,384
ASPEN TECHNOLOGY INC DEL 148,947 168,415
AT&T INC 876,673 587,300
ATLASSIAN CORP PLC CL A 83,542 90,149
AUTODESK INC 30,133 36,522
BANK OF AMER CORP 129,704 303,030
BANK OF NEW YORK MELLON CORP 345,083 416,400
BANK OF NOVA SCOTIA 250,000 250,128
BARCLAYS BANK PLC 250,000 246,848
BEFESA S A EUR 4,839 4,862
BENTLEY SYSTEMS INC CL B 165,756 245,246
BERKLEY W R CORP 105,388 176,164
BERKSHIRE HATHAWAY INC NEW 91,460 369,856
BIO RAD LABORATORIES INC CL A 21,294 13,561
BRIGHT HORIZONS FAMILY 150,512 117,235
BRISTOL MYERS SQUIBB CO 250,749 256,550
BUNGE LIMITED 9,442 13,023
CANADIAN PAC RAILWAY LTD CAD 18,771 18,816
CF INDUSTRIES HOLDINGS INC 12,804 24,168
CHARLES RIVER LABORATORIES 100,548 181,555
CHEMED CORP NEW 107,085 138,586
CHINA MENGNIU DAIRY CO LTD ADR 21,722 10,737
CHUGAI PHARMACEUTICAL LTD ADR 19,712 26,371
CISCO SYSTEMS INC 561,586 757,800
CITIGROUP GLOBAL MARKETS 250,000 250,000
CITIGROUP INC 583,988 630,140
COCA COLA CO COM 214,054 294,650
COOPER COMPANIES INC NEW 182,618 223,280
COURSERA INC 32,534 16,852
CUMMINS INC 651,994 718,710
CVS HEALTH CORP 313,259 394,800
DANONE SPON ADR 45,387 44,522
DIGITAL REALTY TRUST INC REIT 18,381 16,957
DOLBY LABORATORIES INC CL A 136,918 159,519
DOW INC 569,522 685,500
DUPONT DE NEMOURS INC 356,433 384,650
EATON CORP 115,271 176,039
ECOLAB INC 25,329 23,604
EQUIFAX INC 116,638 187,199
EQUINIX INC REIT 86,372 140,138
EXPONENT INC 135,351 141,744
FAIR ISAAC CORP 36,537 136,189
FEDEX CORP 254,511 505,940
FIRST SOLAR INC 128,650 344,560
FORD MOTOR CO COM 601,157 731,400
FREEPORT-MCMORAN INC 165,034 638,550
GALP ENERGIA SGPS SA B SHRS 20,523 28,617
GENERAL MOTORS CO 441,108 825,511
GENL MILLS INC 133,141 195,420
GILEAD SCIENCES INC 191,949 243,030
GRAINGER W W INC 66,366 196,400
HENRY JACK & ASSOC INC 145,667 163,737
HONEYWELL INTL INC 147,521 290,868
IBERDROLA SA EUR 23,133 23,877
INFINEON TECHNOLOGIES ADR 28,026 28,835
INGERSOLL RAND INC 25,954 41,300
INTEL CORP 728,693 1,077,310
INTERACTIVE BROKERS GROUP INC 87,720 127,252
INTERCONTINENTALEXCHANGE GROUP 40,329 47,262
INTL BUSINESS MACH 632,033 817,750
INTL PAPER CO 155,621 180,750
INTUIT 76,001 111,255
INTUITIVE SURGICAL 150,468 155,860
ISHARES MSCI EAFE ETF 382,329 602,800
JOHNSON & JOHNSON COM 233,094 313,480
JPMORGAN CHASE & CO 149,540 510,300
KRAFT HEINZ CO/THE 509,747 443,760
LAUDER ESTEE COS CL A 136,335 110,273
LENNOX INTL INC 140,642 229,130
LILLY ELI & CO 56,470 104,343
LINDE PLC EUR 19,508 32,035
LIVANOVA PLC GBP 19,267 14,953
LPL FINL HLDGS INC COM 107,178 182,779
MARSH & MCLENNAN COS INC 124,990 145,134
MCDONALDS CORP 83,356 340,987
MEDTRONIC PLC 256,423 247,140
META PLATFORM 233,237 435,725
MICRON TECHNOLOGY INC 38,525 41,561
MICROSOFT CORP 420,973 1,812,513
MOLSON COORS BEVERAGE CO CL B 168,980 244,840
MONSTER BEVERAGE CORP NEW COM 99,249 157,045
MONTROSE ENVIRONMENTAL GROUP 12,497 8,257
MORGAN STANLEY 72,245 282,081
NETFLIX INC 270,445 314,524
NEXTERA ENERGY INC COM 280,113 337,046
NIKE, INC 178,107 138,101
NIPPON TELEG & TEL CORP SPON 13,423 13,801
NORDSON CORP 107,149 216,611
NVIDIA CORP 49,882 515,029
OCI N V EUR 11,763 11,247
PALO ALTO NETWORKS INC 52,529 216,147
PAYPAL INC 235,214 90,825
PEPSICO INC 128,311 205,506
PFIZER INC 234,418 237,518
PLUG POWER INC COM NEW 678,827 180,000
POOL CORP 122,421 244,409
PRIMO WTR CORP 28,310 26,127
PROCTER & GAMBLE CO 142,183 293,080
PT BK MANDIRI PERSERO TBK ADR 17,798 31,727
PURE STORAGE INC CL A 8,502 10,912
QUALCOMM INC 374,953 723,150
RECRUIT HLDGS CO LTD UN 19,401 23,213
REGAL REXNORD CORP 26,288 26,496
RIVIAN AUTOMOTIVE INC CL A 15,873 15,038
ROLLINS INC 98,506 164,592
ROPER TECHNOLOGIES INC 13,572 17,991
ROYAL BANK OF CANADA 250,000 246,570
RTX CORP 154,902 242,491
S&P GLOBAL INC 102,549 183,697
SAIA INC 90,972 145,927
SALESFORCE.COM INC 160,023 196,302
SANDOZ GROUP AG SPON ADR 19,246 20,646
SCOTTS MIRACLE-GRO CO CL A 144,120 100,470
SHERWIN WILLIAMS CO 118,104 148,153
SHIMANO INC UNSPONSORED ADR 14,160 14,325
SITEONE LANDSCAPE SUPPLY INC 62,138 149,338
SLM CORP VTG 28,265 28,240
SOUTHWEST AIRLINES CO 228,590 173,280
SPECTRIS PLC GBP 33,589 36,894
SPLUNK INC 63,960 77,089
SPROUTS FARMERS MARKETS INC 9,687 18,474
STRYKER CORP 107,478 142,543
SUNRUN INC 137,170 196,300
SUZANO SA SPON ADR 26,960 29,411
TARGET CORP 125,715 146,408
TELEDYNE TECHNOLOGIES INC 148,433 148,615
TERADYNE INC 71,652 173,198
TESLA INC 47,151 75,786
THERMO FISHER SCIENTIFIC INC 146,579 223,993
THOR INDUSTRIES INC 92,369 198,069
TRIMBLE INC COM 20,257 17,184
TRUIST FINL CORP 293,824 369,200
UBER TECHNOLOGIES INC 109,343 169,687
UNION PACIFIC CORP 110,170 118,634
UNITED PARCEL SERVICE INC CL B 274,929 413,200
UNITEDHEALTH GROUP INC 52,760 305,879
VERIZON COMMUNICATIONS INC 514,709 471,250
VISA INC CL A 279,972 411,874
WALGREENS BOOTS ALLIANCE INC 707,832 541,783
WALT DISNEY CO (HOLDING CO) 166,879 225,725
WATSCO INC 137,368 194,954
WILLIAMS COS INC (DEL) 557,683 1,219,050
WORKDAY INC CL A 138,504 153,489
WSTN DIGITAL CORP 311,032 418,960
ZEBRA TECHNOLOGIES CORP CL A 118,079 157,165
ZOETIS INC 84,696 135,198
ZOOM VIDEO COMMUNICATIONS INC CL A 17,092 18,337
ZURN ELKAY WATER SOLUTION CORP 147,073 151,726

TY 2023 InvestmentsGovtObligationsSch
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
US Government Securities - End of Year Book Value:

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

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


60,041
State & Local Government Securities - End of Year Fair Market Value:


59,418


TY 2023 InvestmentsOtherSchedule2
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROADCOM INC AT COST 24,101 30,139
CHOICE HOTELS INTL INC NEW AT COST 118,129 110,921
FEDERATED HERMES GOVT AT COST 59,964 59,964
FUND INC AT COST 472,983 424,800
PROSHARES RUSSELL 2000 DIVID AT COST 371,249 487,575
ROBO GLOBAL ROBOTICS & AUT AT COST 366,768 573,000
IMPACT ENGINE PRIVATE EQUITY FUND II LP AT COST 253,841 253,841

TY 2023 OtherAssetsSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST   0 569


TY 2023 OtherDecreasesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Description Amount
UNREALIZED LOSSES 109,389


TY 2023 OtherExpensesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE 2,340 233   2,107
STATE CHARITABLE ACTIVITIES FEE 2,420 0   2,400


TY 2023 OtherIncomeSchedule2
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS 66,136 66,136 66,136
PASSTHROUGH INCOME -9,293 -3,112 -9,293


TY 2023 OtherIncreasesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Description Amount
RECOVERED GRANTS 57,500


TY 2023 OtherProfessionalFeesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 332,916 332,916   0


TY 2023 TaxesSchedule
Name:
RAYMOND FAMILY FOUNDATION
EIN:
56-6502391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 3,653 365   3,288
FOREIGN TAX 2,461 2,461   0
FEDERAL NET INVESTMENT INCOME TAX 50,285 0   0