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
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$85,787,092J 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) 9,061,333
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,664 17,664  
4 Dividends and interest from securities... 534,869 534,869  
5a Gross rents............ 1,606,252 1,015,344  
b Net rental income or (loss) 504,432
6a Net gain or (loss) from sale of assets not on line 10 629,389
b Gross sales price for all assets on line 6a 929,579
7 Capital gain net income (from Part IV, line 2)... 629,401
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
1,266,593 286,667  
12 Total. Add lines 1 through 11........ 13,116,100 2,483,945  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 392,458 13,867   376,891
15 Pension plans, employee benefits....... 43,563 1,492   42,071
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,440 1,233   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,800 360   16,440
17 Interest............... 243,855 74,405   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
553,591 125,223   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
362,078 107,299  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,393 0   25,393
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
562,359 201,733   290,087
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,204,537 525,612   750,882
25 Contributions, gifts, grants paid....... 3,163,080 3,706,752
26 Total expenses and disbursements. Add lines 24 and 25 5,367,617 525,612   4,457,634
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,748,483
b Net investment income (if negative, enter -0-) 1,958,333
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......... 3,286,970 7,702,860 7,702,860
3 Accounts receivable right arrow31,943
Less: allowance for doubtful accounts right arrow   83,069 31,943 31,943
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 arrow1,000,000
Less: allowance for doubtful accounts right arrow0 0 1,000,000 1,000,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 60,202 62,520 62,520
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 arrow19,921,567
Less: accumulated depreciation (attach schedule) right arrow3,022,158 16,824,032 16,899,409 16,899,409
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 54,013,413 Click to see attachment
List of Attached Documents:
// Content
59,066,069 		59,066,069
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
1,099,668 		Click to see attachment
List of Attached Documents:
// Content
1,024,291 		Click to see attachment
List of Attached Documents:
// Content
1,024,291
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,367,354 85,787,092 85,787,092
Liabilities 17 Accounts payable and accrued expenses.......... 16,633 12,848
18 Grants payable................. 1,695,000 1,031,000
19 Deferred revenue................. 15,157 15,492
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 5,280,843 5,149,945
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,042,611 		Click to see attachment
List of Attached Documents:
// Content
999,768
23 Total liabilities (add lines 17 through 22)......... 8,050,244 7,209,053
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........... 67,317,110 78,578,039
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)..... 67,317,110 78,578,039
30 Total liabilities and net assets/fund balances (see instructions). 75,367,354 85,787,092
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
67,317,110
2
Enter amount from Part I, line 27a .....................
2
7,748,483
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,512,446
4
Add lines 1, 2, and 3 ..........................
4
78,578,039
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
78,578,039
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 2097 SH VMWARE, INC   2021-09-28 2023-11-27
b SPUR VENTURES II, LP - ST P 2022-12-31 2023-06-30
c KEYHAVEN CAPITAL PARTNERS II, LP P 2022-12-31 2023-12-31
d OAKTREE VALUE OPP. FEEDER FUND, LP - ST P 2022-12-31 2023-06-30
e SPUR VENTURES III, LP - ST P 2022-12-31 2023-06-30
OREGON VENTURE FUND XII, LLC P 2022-12-31 2023-12-31
SPUR VENTURES II, LP - LT P 2022-12-31 2023-12-31
OAKTREE VALUE OPP. FEEDER FUND, LP - LT P 2022-12-31 2023-12-31
SPUR VENTURES III, LP - LT P 2022-12-31 2023-12-31
(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 298,823   255,174 43,649
b     813 -813
c     8,342 -8,342
d     35,849 -35,849
e 260     260
6,868     6,868
369,234     369,234
222,278     222,278
32,116     32,116
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       43,649
b       -813
c       -8,342
d       -35,849
e       260
      6,868
      369,234
      222,278
      32,116
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 2 629,401
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 27,221
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 27,221
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 27,221
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 25,405
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 25,405
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 60
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,876
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
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 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 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 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)
Yes
 
(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
 
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
JORDAN D SCHNITZER EXECUTIVE 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
JORDAN NOVINGER VP, TAX (BEG. 3/1/2023)
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
KEITH ROZGO TREASURER
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
NANCY FRISCH DIRECTOR (BEG. 8/2/2023)
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
TANDILYN CAIN VP, TAX (BEG. 10/1/2023)
1.00 		0 0 0
PO BOX 2708
PORTLAND,OR97208
RENEE DOCKWEILER VP, TAX (END. 2/28/2023)
1.00 		0 0 0
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 		105,496 3,165 974
PO BOX 2708
PORTLAND,OR97208
KELLI SCHLEGELMILCH PROGRAM COORDINATOR
40.00 		80,765 2,423 900
PO BOX 2708
PORTLAND,OR97208
ANDREA VAN HAGEN PROGRAM COORDINATOR
40.00 		73,339 2,200 967
PO BOX 2708
PORTLAND,OR97208
JIM CHIN CONTROLLER
20.00 		69,472 2,103 0
PO BOX 2708
PORTLAND,OR97208
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 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 2023, THE PROGRAM SERVED 150 FAMILIES. 151,936
2 THE FOUNDATION BELIEVES THERE SHOULD BE AN OPPORTUNITY FOR YOUNG PEOPLE TO IMPROVE THE QUALITY OF THEIR COMMUNITIES. THE "SCHNITZER CARES" PROGRAM WAS ESTABLISHED 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 2023, THE PROGRAM PARTNERED WITH 70 GROUPS OF STUDENTS ACROSS 37 SCHOOLS, SERVING APPROXIMATELY 1,571 STUDENTS. 528,003
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
13,952,656
b
Average of monthly cash balances.......................
1b
9,330,855
c
Fair market value of all other assets (see instructions)................
1c
51,146,019
d
Total (add lines 1a, b, and c).........................
1d
74,429,530
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
74,429,530
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,116,443
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
73,313,087
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,665,654
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
3,665,654
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,221
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
226,952
c
Add lines 2a and 2b............................
2c
254,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,411,481
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,411,481
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
3,411,481
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
4,457,634
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
4,457,634
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 3,411,481
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 735,738
b From 2019...... 803,255
c From 2020...... 928,133
d From 2021...... 152,006
e From 2022...... 107,052
f Total of lines 3a through e ........ 2,726,184
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,457,634
a Applied to 2022, 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 2023 distributable amount..... 3,411,481
e Remaining amount distributed out of corpus 1,046,153
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 3,772,337
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 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		735,738
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,036,599
10 Analysis of line 9:
a Excess from 2019.... 803,255
b Excess from 2020.... 928,133
c Excess from 2021.... 152,006
d Excess from 2022.... 107,052
e Excess from 2023.... 1,046,153
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 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 THE 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 2023 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 2023, (15) FIFTEEN GRANT APPLICATIONS WERE ACCEPTED FROM ORGANIZATIONS THE FOUNDATION HAD NOT PREVIOUSLY FUNDED.
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

350PDX

3625 N MISSISSIPPI AVE
PORTLAND,OR97227 		  PC MATCHING GIFTS 6,780

4D RECOVERY

11010 SE DIVISION ST 200
PORTLAND,OR97266 		  PC MATCHING GIFTS 9,695

ABUSE RECOVERY MINISTRY AND SERVICES

PO BOX 663
HILLSBORO,OR97123 		  PC MATCHING GIFTS 9,087

ADELANTE MUJERES

2030 MAIN ST SUITE A
FOREST GROVE,OR97116 		  PC MATCHING GIFTS 4,978

AFRICAN YOUTH AND COMMUNITY ORGANIZATION

2110 SE 82ND AVE
PORTLAND,OR97216 		  PC MATCHING GIFTS 9,686

ALANO CLUB OF PORTLAND

909 NW 24TH AVE
PORTLAND,OR97210 		  PC MATCHING GIFTS 21,430

ALLIANCE HIGH SCHOOL AT MEEK CAMPUS

4039 NE ALBERTA CT
PORTLAND,OR97211 		  PC MATCHING GIFTS 4,934

ALTRUSA INTERNATIONAL OF PENDLETON

PO BOX 1735
PENDLETON,OR97801 		  PC MATCHING GIFTS 3,555

AMERICAN ONLINE GIVING FOUNDATION

1521 GEORGETOWN ROAD SUITE 104
HUDSON,OH44236 		  PC MATCHING GIFTS 18,536

AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY

870 MARKET STREET 800
SAN FRANCISCO,CA94102 		  PC CAPITAL CAMPAIGN - STUDENT HOUSING 96,856

ARCS FOUNDATION

PO BOX 2063
PORTLAND,OR97208 		  PC STEM SUPPORT 5,811

ARTIST MENTORSHIP PROGRAM

6028 SE 91ST AVE
PORTLAND,OR97266 		  PC MATCHING GIFTS 9,928

ASTORIA HIGH SCHOOL

1001 WEST MARINE DRIVE
ASTORIA,OR97103 		  PC MATCHING GIFTS 2,906

ASTORIA MIDDLE SCHOOL

1100 KLASKANINE AVE
ASTORIA,OR97103 		  PC MATCHING GIFTS 2,344

ASTORIA WARMING CENTER

PO BOX 945
ASTORIA,OR97103 		  PC MATCHING GIFTS 8,113

BECAUSE PEOPLE MATTER

PO BOX 42610
PORTLAND,OR97242 		  PC MATCHING GIFTS 5,811

BELLEVUE ARTS MUSEUM

510 BELLEVUE WAY NE
BELLEVUE,WA98004 		  PC ART EXHIBITION SUPPORT 145,284

BENSON POLYTECHNIC HIGH SCHOOL

3905 SE 91ST AVE
PORTLAND,OR97266 		  PC MATCHING GIFTS 10,073

BLANCHET HOUSE

310 NW GLISAN
PORTLAND,OR97209 		  PC MATCHING GIFTS 6,473

BODY VOX

1300 NW NORTHRUP
PORTLAND,OR97209 		  PC PERFORMANCE SUPPORT 24,214

BRADLEY ANGLE

5432 N ALBINA
PORTLAND,OR97217 		  PC MATCHING GIFTS 15,756

CALL TO SAFETY

PO BOX 42610
PORTLAND,OR97242 		  PC MATCHING GIFTS 19,855

CASA FOR CHILDREN

1401 NE 68TH AVE
PORTLAND,OR97213 		  PC MATCHING GIFTS 2,826

CASCADE AIDS PROJECT

520 NW DAVIS ST 215
PORTLAND,OR97209 		  PC MATCHING GIFTS 4,843

CATLIN GABEL SCHOOL

8825 SW BARNES ROAD
PORTLAND,OR97225 		  PC 2023 AUCTION, 2024 GALA & AUCTION 48,428

CENTRO CULTURAL DEL CONDADO DE WASHINGTON

1110 N ADAIR ST
CORNELIUS,OR97113 		  PC MATCHING GIFTS 5,811

CHELSEA HICKS FOUNDATION

PO BOX 755
TUALATIN,OR97062 		  PC NIGHT OF EXCELLENCE EVENT SUPPORT 4,843

CHILDRENS CENTER

1713 PENN LN
OREGON CITY,OR97045 		  PC MATCHING GIFTS 2,421

CHILDREN'S INSTITUTE

1411 SW MORRISON ST SUITE 205
PORTLAND,OR97205 		  PC CHAMPIONS FOR CHILDREN 20TH ANNIVERSARY EVENT 29,057

CLACKAMAS WOMENS SERVICES

256 WARNER MILNE RD
OREGON CITY,OR97045 		  PC MATCHING GIFTS 18,887

CLASSICAL UP CLOSE

7261 SW SHADE PLACE
TIGARD,OR97223 		  PC GENERAL OPERATING SUPPORT 969

CLATSOP COMMUNITY ACTION

364 9TH ST
ASTORIA,OR97103 		  PC MATCHING GIFTS 17,570

CLAY STREET TABLE

1432 SW 13TH AVE
PORTLAND,OR97201 		  PC MATCHING GIFTS 969

CLEVELAND HIGH SCHOOL

3400 SE 26TH AVENUE
PORTLAND,OR97202 		  PC MATCHING GIFTS 5,376

COLLEGE OF THE DESERT

43-500 MONTEREY AVENUE
PALM DESERT,CA92260 		  PC STEPPING OUT FOR COD EVENT, GREAT ALUMNI HUNT 2023 72,642

COLUMBIA LITTLE LEAGUE

PO BOX 285
UMATILLA,OR97882 		  PC MATCHING GIFTS 2,421

COLUMBIA SLOUGH WATERSHED COUNCIL

7040 NE 47TH AVE
PORTLAND,OR97218 		  PC MATCHING GIFTS 11,292

COMMUNITY ACTION ORGANIZATION

1001 SW BASELINE ST
HILLSBORO,OR97123 		  PC MATCHING GIFTS 3,390

COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

721 SE 3RD ST SUITE D
PENDLETON,OR97801 		  PC MATCHING GIFTS 3,874

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH ST
PORTLAND,OR97218 		  PC MATCHING GIFTS 4,843

CONVERGE 45

PO BOX 28209
PORTLAND,OR97228 		  PC GENERAL OPERATING SUPPORT AND SOCIAL FORMS 145,284

CRAG LAW CENTER

3141 E BURNSIDE ST
PORTLAND,OR97214 		  PC MATCHING GIFTS 5,041

CREEKSIDE COMMUNITY HIGH SCHOOL

8040 SW DURHAM RD
TIGARD,OR97224 		  PC MATCHING GIFTS 1,501

CYMASPACE

1732 SE HAIG ST
PORTLAND,OR97202 		  PC MATCHING GIFTS 5,811

DAVID DOUGLAS HIGH SCHOOL

1001 SE 135TH AVE
PORTLAND,OR97233 		  PC MATCHING GIFTS 3,557

DAVIDS HARP

11261 NE KNOTT ST
PORTLAND,OR97220 		  PC MATCHING GIFTS 1,816

DESERT SYMPHONY

73730 HIGHWAY 111 SUITE 6
PALM DESERT,CA92260 		  PC GENERAL OPERATING SUPPORT 969

DESERT X

PO BOX 4050
PALM SPRINGS,CA92263 		  PC EDUCATION PROGRAMS 48,428

DOUGY CENTER

PO BOX 86852
PORTLAND,OR97286 		  PC MATCHING GIFTS 3,874

DOUGY CENTER

PO BOX 86852
PORTLAND,OR97286 		  PC GENERAL OPERATING SUPPORT 4,843

DOVE LEWIS

1945 NW PETTYGROVE ST
PORTLAND,OR97209 		  PC MATCHING GIFTS 1,937

DOWNTOWN PORTLAND CLEAN AND SAFE

208 NW FIRST AVENUE
PORTLAND,OR97209 		  PC DIRECTOR PARK LIVE PAINT OFF 35,110

ECUMENICAL MINISTRIES OF OREGON

245 S BANCROFT ST SUITE B
PORTLAND,OR97239 		  PC MATCHING GIFTS 3,874

ELK ROCK GARDEN FOUNDATION

PO BOX 25023
PORTLAND,OR97298 		  PC PURCHASE OF PROPERTY 96,856

ELSO INC

C/O BLACK UNITED FUND 2828 NE
ALBERTA ST
PORTLAND,OR97211 		  PC MATCHING GIFTS 1,937

EUGENE SYMPHONY ASSOCIATION

115 WEST 8TH AVE SUITE 115
EUGENE,OR97401 		  PC PREFONTAINE CONCERT 58,114

FAMILIAS IN ACCION

2710 NE 14TH AVE
PORTLAND,OR97212 		  PC MATCHING GIFTS 2,421

FAMILY JUSTICE CENTER OF WASHINGTON COUNTY

735 SW 158TH AVE
BEAVERTON,OR97006 		  PC MATCHING GIFTS 2,906

FAMILY PROMISE OF METRO EAST

4837 NE COUCH ST
PORTLAND,OR97213 		  PC MATCHING GIFTS 2,906

FINE ARTS MUSEUMS OF SAN FRANCISCO

50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		  PC ART EXHIBITION SUPPORT, SAN FRANCISCO FALL SHOW 58,114

FISHTRAP INC

107 MAIN STREET
ENTERPRISE,OR97828 		  PC MATCHING GIFTS 1,937

FOCUS ON YOUTH

6001 SW GARDEN HOME RD
PORTLAND,OR97219 		  PC MATCHING GIFTS 4,843

FOREST PARK CONSERVANCY

833 SW 11TH AVE SUITE 800
PORTLAND,OR97205 		  PC MATCHING GIFTS 4,843

FORWARD STRIDE

23839 SW DANIEL RD
BEAVERTON,OR97078 		  PC MATCHING GIFTS 1,816

FORWARD STRIDE

23839 SW DANIEL ROAD
BEAVERTON,OR97078 		  PC GIDDYUP GALA 9,686

FRIENDLY HOUSE INC

2617 NW SAVIER ST
PORTLAND,OR97210 		  PC MATCHING GIFTS 2,457

FRIENDS OF THE CHILDREN

44 NE MORRIS ST
PORTLAND,OR97212 		  PC MATCHING GIFTS 3,874

FRIENDS OF THE COLUMBIA GORGE

123 NE 3RD AVE SUITE 108
PORTLAND,OR97232 		  PC MATCHING GIFTS 11,301

FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER

4575 E MESQUITE AVE
PALM SPRINGS,CA92264 		  PC GENERAL OPERATING SUPPORT 969

GIRLS INC

4800 SW MACADAM AVE SUITE 309
PORTLAND,OR97239 		  PC GIRLS NIGHT OUT EVENT 2,421

GROWING GARDENS

3114 SE 50TH AVE
PORTLAND,OR97026 		  PC MATCHING GIFTS 3,390

GUIDE DOGS FOR THE BLIND

350 LOS RANCHITOS RD
SAN RAFAEL,CA94903 		  PC MATCHING GIFTS 3,874

HACIENDA CDC

6700 NE KILLINGSWORTH ST
PORTLAND,OR97218 		  PC MATCHING GIFTS 10,134

HAND2MOUTH

3121 S MOODY AVE SUITE 105
PORTLAND,OR97239 		  PC MATCHING GIFTS 2,487

HEARST CASTLE PRESERVATION FOUNDATION

11040 BOLLINGER CASTLE ROAD E183
SAN RAMON,CA94582 		  PC GENERAL OPERATING SUPPORT 2,421

HELPING HANDS REENTRY OUTREACH CENTERS

PO BOX 413
SEASIDE,OR97138 		  PC MATCHING GIFTS 11,445

HIGH DESERT MUSEUM

59800 SOUTH HWY 97
BEND,OR97702 		  PC ANDY WARHOL EXHIBITION 24,214

HIGH DESERT PARTNERSHIP

PO BOX 252
BURNS,OR97720 		  PC MATCHING GIFTS 5,042

HOLLA

11124 NE HALSEY ST PMB 656
PORTLAND,OR97220 		  PC MATCHING GIFTS 7,264

HUMAN ACCESS PROJECT

707 SW WASHINGTON ST
PORTLAND,OR97205 		  PC MATCHING GIFTS 2,421

IMMIGRANT AND REFUGEE

10301 NE GLISAN ST
PORTLAND,OR97220 		  PC MATCHING GIFTS 2,712

IMMIGRATION COUNSELING SERVICES

519 SW PARK AVE SUITE 610
PORTLAND,OR97205 		  PC MATCHING GIFTS 15,807

IMPACT NW

PO BOX 33530
PORTLAND,OR97292 		  PC MATCHING GIFTS 1,287

IN A LANDSCAPE

5331 S MACADAM AVE SUITE 258-1007
PORTLAND,OR97239 		  PC GENERAL OPERATING SUPPORT 14,528

INSIGHT ALLIANCE

1621 NE 2ND AVE
PORTLAND,OR97232 		  PC MATCHING GIFTS 4,601

J PAUL GETTY TRUST

1200 GETTY CENTER DRIVE SUITE 400
LOS ANGELES,CA90049 		  PC ART EXHIBITION PROGRAM SUPPORT 96,856

JANUS YOUTH PROGRAMS

738 NE DAVIS ST
PORTLAND,OR97232 		  PC MATCHING GIFTS 18,144

JAPANESE ANCESTRAL SOCIETY

1333 SE 28TH AVE
PORTLAND,OR97214 		  PC MATCHING GIFTS 4,843

JEFFERSON HIGH SCHOOL

5210 N KERBY AVE
PORTLAND,OR97217 		  PC MATCHING GIFTS 5,167

KENNEDY CENTER (THE)

PO BOX 101510
ARLINGTON,VA22210 		  PC FY2023 NCPA ANNUAL FUND 14,528

KINDNESS FARM

16072 SE TENINO ST
PORTLAND,OR97236 		  PC MATCHING GIFTS 6,231

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR97212 		  PC MATCHING GIFTS 18,658

LAKERIDGE HIGH SCHOOL

1235 OVERLOOK DR
LAKE OSWEGO,OR97034 		  PC MATCHING GIFTS 194

LATINO NETWORK

410 NE 18TH AVE
PORTLAND,OR97232 		  PC MATCHING GIFTS 5,037

LAUREL FOUNDATION

75 S GRAND AVE
PASADENA,CA91105 		  PC GENERAL OPERATING SUPPORT 969

LIFT URBAN PORTLAND

3448 NW YEON AVE
PORTLAND,OR97210 		  PC MATCHING GIFTS 5,811

LINCOLN HIGH SCHOOL

1750 SW SALMON STREET
PORTLAND,OR97205 		  PC MATCHING GIFTS 2,431

LINES FOR LIFE

5100 SW MACADAM AVE STE 400
PORTLAND,OR97239 		  PC MATCHING GIFTS 5,327

LUTHERAN COMMUNITY SERVICES NORTHWEST

605 SE CESAR E CHAVEZ BLVD
PORTLAND,OR97214 		  PC MATCHING GIFTS 11,026

MADE TO THRIVE

PO BOX 684
HERMISTON,OR97838 		  PC MATCHING GIFTS 11,623

MCCALLUM THEATRE

73000 FRED WARING DRIVE
PALM DESERT,CA92260 		  PC ON YOUR FEET, COME FROM AWAY, JOHN WILLIAMS AND RENEE FLEMING SHOW SPONSORSHIPS 121,070

MCDANIEL HIGH SCHOOL

2735 NE 82ND AVE
PORTLAND,OR97220 		  PC MATCHING GIFTS 242

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		  PC GENERAL OPERATING SUPPORT 5,811

MORRISON CHILD & FAMILY SERVICES

11035 NE SANDY BLVD
PORTLAND,OR97220 		  PC SILVER LININGS EVENT 969

MT VERNON LADIES ASSOC

3200 MOUNT VERNON MEMORIAL HWY
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 24,214

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 24,214

MY VOICE MUSIC

PO BOX 28043
PORTLAND,OR97228 		  PC MATCHING GIFTS 7,748

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		  PC SPACE TO SOAR CAMPAIGN 48,428

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA ST
PORTLAND,OR97201 		  PC MATCHING GIFTS 8,032

NEW MUSEUM OF CONTEMPORARY ART

235 BOWERY
NEW YORK,NY10002 		  PC ART EXHIBITION SUPPORT 96,856

NIXYAAWII COMMUNITY SCHOOL

46250 TIMINE WAY
PENDLETON,OR97801 		  PC MATCHING GIFTS 1,453

NORTH BY NORTHEAST COMMUNITY

714 NE ALBERTA ST
PORTLAND,OR97211 		  PC MATCHING GIFTS 4,843

NORTH POLE STUDIO

2516 NW 29TH AVE SUITE 8
PENDLETON,OR97210 		  PC MATCHING GIFTS 5,811

NORTHWEST ABORTION ACCESS FUND

4325 COMMERCE ST 111-433
EUGENE,OR97402 		  PC MATCHING GIFTS 15,892

NORTHWEST CHILDREN'S THEATER & SCHOOL

1000 SW BROADWAY T-100
PORTLAND,OR97205 		  PC CAPITAL CAMPAIGN 121,070

NORTHWEST HOUSING ALTERNATIVES

2316 SE WILLARD ST
MILWAUKIE,OR97222 		  PC MATCHING GIFTS 7,264

ONE COMMUNITY HEALTH

849 PACIFIC AVE
HOOD RIVER,OR97031 		  PC MATCHING GIFTS 2,906

OPEN SCHOOL EAST

16570 SE OAK ST
PORTLAND,OR97233 		  PC MATCHING GIFTS 1,816

OREGON BALLET THEATRE

0720 SW BANCROFT
PORTLAND,OR97239 		  PC ANNUAL GALA SPONSORSHIP, 2022-2023 SEASON 121,070

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97205 		  PC LECTURE SERIES & HISTORY MAKERS DINNER 48,428

OREGON JUSTICE RESOURCE CENTER

PO BOX 5248
PORTLAND,OR97208 		  PC MATCHING GIFTS 2,601

OREGON PUBLIC BROADCASTING

7140 SW MACADAM AVENUE
PORTLAND,OR97219 		  PC OREGON HISTORY PROGRAM 145,284

OREGON RAIL HERITAGE CENTER

PO BOX 42443
PORTLAND,OR97242 		  PC RESTORE THE BROOKLYN TURNTABLE 24,214

OREGON SYMPHONY

851 SW 6TH AVENUE SUITE 385
PORTLAND,OR97204 		  PC ANNUAL OPERATING SUPPORT, SCHNITZER WONDER AWARD, ANNUAL GALA SUPPORT, SCOTT SHOWALTER PRINCIPAL BASSON CHAIR 372,890

OUR JUST FUTURE

10550 NE HALSEY ST
PORTLAND,OR97220 		  PC MATCHING GIFTS 969

PALM SPRINGS ART MUSEUM

101 MUSEUM DRIVE
PALM SPRINGS,CA92262 		  PC ART EXHIBITION SUPPORT 19,371

PALM SPRINGS INTERNATIONAL FILM FESTIVAL

1700 E TAHQUITZ CANYON WAY 3
PALM SPRINGS,CA92262 		  PC 2023 ANNUAL FESTIVAL 48,428

PARTNERS FOR A HUNGER FREE OREGON

PO BOX 14250
PORTLAND,OR97293 		  PC MATCHING GIFTS 9,513

PARTNERS FOR HEALTHY STUDENTS

PO BOX 414
MARYLHURST,OR97036 		  PC MATCHING GIFTS 2,423

PATH HOME

6220 92ND AVE
PORTLAND,OR97266 		  PC MATCHING GIFTS 16,950

PAWS ASSISTING VETERANS

PO BOX 871
CORNELIUS,OR97113 		  PC MATCHING GIFTS 4,843

PDX DIAPER BANK

PO BOX 22613
PORTLAND,OR97269 		  PC MATCHING GIFTS 3,177

PEACE IN SCHOOLS

959 SE DIVISION ST SUITE 325
PORTLAND,OR97214 		  PC MATCHING GIFTS 6,751

PENDLETON ROUND-UP FOUNDATION

PO BOX 271
PENDLETON,OR97801 		  PC TOUGH ENOUGH TO WEAR PINK CAMPAIGN 4,843

PLANNED PARENTHOOD COLUMBIA WILLAMETTE

3727 NE MARTIN LUTHER KING JR BLVD
PORTLAND,OR97212 		  PC MATCHING GIFTS 4,843

PLANNED PARENTHOOD OF SOUTHWESTERN OREGON

3579 FRANKLIN BLVD
EUGENE,OR97403 		  PC MATCHING GIFTS 5,692

PORTLAND ART MUSEUM

1219 SW PARK AVENUE
PORTLAND,OR97205 		  PC PIANO. PUSH. PLAY. PROGRAM SUPPORT 4,843

PORTLAND BACKPACK

6600 NE 78TH COURT UNIT C4
PORTLAND,OR97218 		  PC MATCHING GIFTS 20,146

PORTLAND CENTER STAGE

128 NW 11TH AVENUE
PORTLAND,OR97209 		  PC ANNUAL OPERATING SUPPORT 48,428

PORTLAND HEALTH ACTION TEAM

247 SE 82ND AVE
PORTLAND,OR97216 		  PC MATCHING GIFTS 14,566

PORTLAND JAPANESE GARDEN

611 SW KINGSTON AVE
PORTLAND,OR97205 		  PC GENERAL OPERATING SUPPORT, 60TH ANNIVERSARY GALA 33,900

PORTLAND PARKS FOUNDATION

1500 SW FIRST AVE SUITE 760
PORTLAND,OR97201 		  PC JOEY POPE FUND 4,843

PORTLAND POLICE ASSOCIATION

PO BOX 11314
PORTLAND,OR97211 		  PC PORTLAND POLICE MEMORIAL 4,843

PORTLAND REFUGEE SUPPORT GROUP

10725 SW BARBUR BLVD SUITE 350
PORTLAND,OR97219 		  PC MATCHING GIFTS 33,220

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208 		  PC MATCHING GIFTS 2,453

PORTLAND STREET MEDICINE

2717 NE BROADWAY ST
PORTLAND,OR97232 		  PC MATCHING GIFTS 22,277

PORTLAND TOY AND JOY MAKERS

5916 NE GOING ST
PORTLAND,OR97218 		  PC GENERAL OPERATING SUPPORT 969

PROJECT LEMONADE

PO BOX 96144
PORTLAND,OR97296 		  PC MATCHING GIFTS 2,491

PROJECT POOCH

PO BOX 305
LAKE OSWEGO,OR97034 		  PC MATCHING GIFTS 969

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC "ARLENE SCHNITZER VISUAL ARTS" (10 YEARS TO SUPPORT 3RD PLACE PRIZE EXHIBITION & RECEPTION) 7,748

RANCHO MIRAGE WRITERS FESTIVAL

71100 HIGHWAY 111
RANCHO MIRAGE,CA92270 		  PC 2023 WRITERS FESTIVAL 96,856

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		  PC MATCHING GIFTS 34,442

RED LODGE TRANSITION SERVICES

PO BOX 55157
PORTLAND,OR97238 		  PC MATCHING GIFTS 11,075

RESOLUTIONS NORTHWEST

4532 SE BELMONT ST SUITE 300
PORTLAND,OR97215 		  PC MATCHING GIFTS 1,977

ROOSEVELT HIGH SCHOOL

6941 N CENTRAL ST
PORTLAND,OR97203 		  PC MATCHING GIFTS 723

ROSE HAVEN

PO BOX 10405
PORTLAND,OR97296 		  PC MATCHING GIFTS 10,393

ROSE HAVEN

PO BOX 10405
PORTLAND,OR97296 		  PC CAPITAL CAMPAIGN GIFT 48,428

SHAY'S WARRIORS

42-215 WASHINGTON STREET SUITE A389
PALM DESERT,CA92211 		  PC GENERAL OPERATING SUPPORT 969

SINCERE STUDIO

2636 NE SANDY BLVD SUITE A
PORTLAND,OR97232 		  PC MATCHING GIFTS 7,748

SITKA CENTER FOR ART AND ECOLOGY

56605 SITKA DRIVE
OTIS,OR97368 		  PC JORDAN SCHNITZER PRINTMAKING RESIDENCY PROGRAM 24,214

SOLVE

1501 SW JEFFERSON ST
PORTLAND,OR97201 		  PC MATCHING GIFTS 4,165

STONE SOUP PDX

306 NW BROADWAY
PORTLAND,OR97209 		  PC MATCHING GIFTS 17,566

SYNTH LIBRARY

PO BOX 15292
PORTLAND,OR97293 		  PC MATCHING GIFTS 2,906

THE CUPCAKE GIRLS

240 N BROADWAY ST SUITE 212
PORTLAND,OR97227 		  PC MATCHING GIFTS 13,076

THE HARBOR INC

PO BOX 1342
ASTORIA,OR97103 		  PC MATCHING GIFTS 4,238

THE MENTAL HEALTH ASSOCIATION OF OREGON

411 NE 19TH AVE
PORTLAND,OR97232 		  PC MATCHING GIFTS 21,115

THE SHADOW PROJECT

2154 NE BROADWAY 130
PORTLAND,OR97232 		  PC MATCHING GIFTS 7,627

THRIVING ELEMENTS

4 LAKE BELLEVUE DR APT 105
BELLEVUE,WA98005 		  PC MATCHING GIFTS 7,264

TIGARD HIGH SCHOOL

9000 SW DURHAM RD
TIGARD,OR97224 		  PC MATCHING GIFTS 1,885

TRANSITION PROJECTS

665 NW HOYT ST
PORTLAND,OR97209 		  PC MATCHING GIFTS 6,780

TRAUMA INTERVENTION PROGRAM OF PORTLAND VANCOUVER

4800 NE 122ND AVE
PORTLAND,OR97230 		  PC MATCHING GIFTS 1,937

TUALATIN HIGH SCHOOL

22300 SW BOONES FERRY ROAD
TUALATIN,OR97062 		  PC MATCHING GIFTS 3,076

TWALITY MIDDLE SCHOOL

14650 SW 97TH AVE
TIGARD,OR97224 		  PC MATCHING GIFTS 1,112

UNIVERSITY OF OREGON FOUNDATION JORDAN SCHNITZER MUSEUM OF ART

1223 UNIVERSITY OF OREGON
EUGENE,OR97403 		  PC ART EXHIBITION SUPPORT 48,428

URBAN LEAGUE OF PORTLAND

10 N RUSSELL ST
PORTLAND,OR97227 		  PC PENDLETON ROUND-UP COMMUNITY CONVERSATION 2,421

VARIETY CHILDRENS CHARITIES OF THE DESERT

42600 COOK ST STE 150
PALM DESERT,CA92211 		  PC GENERAL OPERATING SUPPORT 969

VIRGINIA GARCIA MEMORIAL FOUNDATION

PO BOX 6149
ALOHA,OR97007 		  PC MATCHING GIFTS 5,327

VOLUNTEERS OF AMERICA OREGON

3910 SE STARK ST
PORTLAND,OR97214 		  PC MATCHING GIFTS 4,843

VOLUNTEERS OF AMERICA

3910 SE STARK AVENUE
PORTLAND,OR97214 		  PC WOMEN'S RESIDENTIAL CENTER & FAMILY RELIEF NURSERY 48,428

WALLACE

18633 SE STARK ST SUITE 401
PORTLAND,OR97233 		  PC MATCHING GIFTS 4,843

WARRENTON HIGH SCHOOL

1700 S MAIN
WARRENTON,OR97146 		  PC MATCHING GIFTS 2,572

WASHINGTON STATE UNIVERSITY FOUNDATION

PO BOX 641925
PULLMAN,WA99164 		  PC ART EXHIBITION SUPPORT 48,428

WESTERN ANTIQUE AEROPLANE & AUTOMOBILE MUSEUM

1600 AIR MUSEUM ROAD
HOOD RIVER,OR97031 		  PC EXPANSION CAMPAIGN 24,214

WHOLISTIC PEACE INSTITUTE

PO BOX 597
WEST LINN,OR97068 		  PC HAROLD SCHNITZER SPIRIT OF UNITY AWARDS 19,371

WILLAMETTE UNIVERSITY

WALLER HALL 4TH FLOOR
SALEM,OR97301 		  PC PACIFIC NORTHWEST COLLEGE OF ART PROGRAM AND EQUIPMENT NEEDS 75,548

WILSONVILLE HIGH SCHOOL

6800 SW WILSONVILLE RD
WILSONVILLE,OR97070 		  PC MATCHING GIFTS 3,486

WORKING THEORY FARM

5744 SE DAVIS RD
HILLSBORO,OR97123 		  PC MATCHING GIFTS 6,780

YOUTH RIGHTS AND JUSTICE

1785 NE SANDY BLVD SUITE 300
PORTLAND,OR97232 		  PC MATCHING GIFTS 2,601

YWCA OF GREATER PORTLAND

PO BOX 4587
PORTLAND,OR97208 		  PC MATCHING GIFTS 5,811
Total .................................right arrow 3a 3,706,752
bApproved for future payment

NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		  PC SPACE TO SOAR CAMPAIGN 50,000

NORTHWEST CHILDREN'S THEATER & SCHOOL
1000 SW BROADWAY T-100
PORTLAND,OR97205 		  PC CAPITAL CAMPAIGN 125,000

WESTERN ANTIQUE AEROPLANE & AUTOMOBILE MUSEUM
1600 AIR MUSEUM ROAD
HOOD RIVER,OR97031 		  PC EXPANSION CAMPAIGN 25,000
Total ................................. right arrow 3b 200,000
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 17,664  
4 Dividends and interest from securities ....     14 534,869  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 129,436 16 88,757  
bNot debt-financed property..... 531120   16 286,239  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 629,389  
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 20,366 14 81,195  
bSEATAC VILLAGE (20-1048739) 531120 337,060 16 163,620  
cKEYHAVEN CAPITAL (98-0539392) 525990   14 268  
dPATRICK AIRPORT (42-1538086) 531120 135,594 16 1,892  
eOREGON VENTURE FUND XII (82-3589706) 525990 -3,448 14 -3,157  
fSPUR VENTURES III (26-2690155) 525990   14 -5,986  
gSPUR VENTURES II (20-3791496) 525990   14 -2,174  
hCABRILLO COMMERCE CTR (43-1958462) 531120 782,851 16 51,721  
iOREGON VENTURE FUND 2022 (87-3194632) 525990   14 -7,669  
jOREGON VENTURE FUND 2023 (92-0836168) 525990   14 6,957  
kOAKTREE VALUE (BOOK INCOME ADJ) 525990   14 -62,918  
lSEATAC VILLAGE (BOOK INCOME ADJ) 531120   16 -103,998  
mKEYHAVEN CAPITAL (BOOK INCOME ADJ) 525990   14 8,758  
nPATRICK AIRPORT (BOOK INCOME ADJ) 531120   16 -7,722  
oOREGON VENTURE FUND XII (BOOK INCOME ADJ) 525990   14 30,118  
pSPUR VENTURES III (BOOK INCOME ADJ) 525990   14 -81,068  
qSPUR VENTURES II (BOOK INCOME ADJ) 525990   14 23,673  
rCABRILLO COMMERCE CTR (BOOK INCOME ADJ) 531120   16 -99,340  
12 Subtotal. Add columns (b), (d), and (e) .. 1,401,859 1,551,088 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,952,947
(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
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 100,000


(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

$ 100,000


(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

$ 55,000


(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

$ 55,000


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

$ 8,675,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
JAY PLATT - HARMONY CAPITAL INVESTM
6363 7TH AVENUE S SUITE 210
 
SEATTLE, WA98108

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
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
LINCOLN HIGH SCHOOL
1750 SW SALMON STREET
 
PORTLAND, OR97205

$ 8,475


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
PORTLAND PUBLIC SCHOOLS
PO BOX 3107
 
PORTLAND, OR972083107

$ 8,289


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
TUALATIN HIGH SCHOOL
22300 SW BOONES FERRY ROAD
 
TUALATIN, OR97062

$ 5,786


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


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TY 2023 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 12,269 108.000000000000 8,770 8,770   21,039
PY LEASE COSTS 2020-01-01 33,853 10,506 108.000000000000 3,371 3,371   13,877
PY MORTGAGE COSTS 2017-07-01 22,800 12,436 120.000000000000 2,178 2,178   14,614
1833 SOUTH - MORTGAGE COSTS 2017-07-01 79,054 7,922 120.000000000000 5,663 5,663   13,585

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TY 2023 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 2019-06-01 593,343 104,806 200DB 5.000000000000 13,673 13,673    
1833 DEPRECIABLE ASSETS 2019-06-01 5,445,650 1,702,533 200DB 5.000000000000 208,583 208,583    
KEARNEY BUILDING DEPRECIABLE ASSETS 2019-06-01 1,343,522 682,648 SL 39.000000000000 16,070 16,070    
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    
PRIOR YEAR ADDITIONS 2019-06-01 2,427,637 83,306 SL 39.000000000000 80,205 80,205    
PRIOR YEAR ADDITIONS 2020-01-01 403,675 9,225 SL   10,405 10,405    
15 YR LAND IMPROVEMENTS 2022-02-22 8,191 273 SL 15.000000000000 619 619    
1833 LAND 2018-06-01 1,468,665   L 39.000000000000 0 0    
KEARNEY CTR LAND IMPROVEMENTS 2022-02-22 13,285 443 SL 15.000000000000 813 813    

TY 2023 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 77,798 77,798
OAKTREE VALUE OPP LP FMV 2,612,022 2,612,022
SPUR VENTURES II LP FMV 535,898 535,898
SPUR VENTURES III LP FMV 650,109 650,109
CABRILLO COMMERCE CENTER, LLC FMV 19,827,188 19,827,188
PATRICK AIRPORT BUSINESS CENTER, LLC FMV 4,522,088 4,522,088
SEATAC VILLAGE SHOPPING CENTER, LLC FMV 13,007,190 13,007,190
CHARLES SCHWAB FMV 15,116,276 15,116,276
OREGON VENTURE FUND XII FMV 738,567 738,567
OREGON VENTURE FUND 2022 FMV 976,369 976,369
OREGON VENTURE FUND 2023 FMV 1,002,563 1,002,563

TY 2023 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 4,440 1,233   0


TY 2023 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 116,883 96,900 96,900
SL DEFERRED RENTS 719,085 663,691 663,691
JEWELRY 263,700 263,700 263,700


TY 2023 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 136,936 0   136,936
MISCELLANEOUS 9,295 0   9,295
MISCELLANEOUS (ADMIN) 2,149 430   1,719
ARTS EXPERIENCES 238 0   238
AWARD CEREMONIES 76,726 0   76,726
MEALS 1,198 0   1,198
MEALS (ADMIN) 200 43   0
DUES AND MEMBERSHIPS (ADMIN) 4,180 836   3,344
INSURANCE (ADMIN) 23,742 10,247   3,408
LICENSES AND FEES 514 0   514
LICENSES AND FEES (ADMIN) 5,546 1,167   4,182
OFFICE SUPPLIES 10,933 0   10,933
OFFICE SUPPLIES (ADMIN) 1,185 237   948
SCHOOL/ADVISOR APPRECIATION 38,655 0   38,655
STAFF PROFESSIONAL DEVELOPMENT 211 0   211
TEACHER TRAINING COSTS 1,780 0   1,780
TELEPHONE 3,833 0   0
CLEANING & MAINTENANCE (ADMIN) 32,697 32,333   0
COMMISSIONS (ADMIN) 2 0   0
REPAIRS (ADMIN) 1,337 578   0
UTILITIES (ADMIN) 49,336 48,297   0
MANAGEMENT FEES (ADMIN) 83,082 45,521   0
SECURITY (ADMIN) 20,232 18,341   0
GROUNDS MAINTENANCE (ADMIN) 29,412 29,196   0
COMMON AREA EXPENSE (ADMIN) 8,958 8,958   0
AMORTIZATION 19,982 5,549   0


TY 2023 OtherIncomeSchedule2
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OAKTREE VALUE (26-0510867) 101,561 81,195 101,561
SEATAC VILLAGE (20-1048739) 500,680 163,620 500,680
KEYHAVEN CAPITAL (98-0539392) 268 268 268
PATRICK AIRPORT (42-1538086) 137,486 1,892 137,486
OREGON VENTURE FUND XII (82-3589706) -6,605 -3,157 -6,605
SPUR VENTURES III (26-2690155) -5,986 -5,986 -5,986
SPUR VENTURES II (20-3791496) -2,174 -2,174 -2,174
CABRILLO COMMERCE CTR (43-1958462) 834,572 51,721 834,572
OREGON VENTURE FUND 2022 (87-3194632) -7,669 -7,669 -7,669
OREGON VENTURE FUND 2023 (92-0836168) 6,957 6,957 6,957
OAKTREE VALUE (BOOK INCOME ADJ) -62,918   -62,918
SEATAC VILLAGE (BOOK INCOME ADJ) -103,998   -103,998
KEYHAVEN CAPITAL (BOOK INCOME ADJ) 8,758   8,758
PATRICK AIRPORT (BOOK INCOME ADJ) -7,722   -7,722
OREGON VENTURE FUND XII (BOOK INCOME ADJ) 30,118   30,118
SPUR VENTURES III (BOOK INCOME ADJ) -81,068   -81,068
SPUR VENTURES II (BOOK INCOME ADJ) 23,673   23,673
CABRILLO COMMERCE CTR (BOOK INCOME ADJ) -99,340   -99,340


TY 2023 OtherIncreasesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Description Amount
UNREALIZED INCOME 3,512,446


TY 2023 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 60,437 60,437
PREPAID RENT 12,727 62,390
NOTES & ADVANCES 952,504 860,418
ACCRUED INTEREST 16,943 16,523


TY 2023 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 16,800 360   16,440


TY 2023 TaxesSchedule
Name:
THE HAROLD & ARLENE SCHNITZER CARE
 
FOUNDATION
EIN:
93-1159884
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL 248,667 0   0
STATE 78,515 2,400   0
PROPERTY TAX-KEARNEY CTR 9,323 4,071   0
PROPERTY TAX-BLUE CHIP 137,318 38,137   0
PROPERTY TAX-KEARNEY BLDG 79,768 80,615   0