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 TOD AND MAXINE MCCLASKEY FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 61963
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VANCOUVER, WA98666
A Employer identification number

91-2010845
B Telephone number (see instructions)

(503) 475-8923
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$16,108,600J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 307,530 307,530  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 152,939
b Gross sales price for all assets on line 6a 1,636,774
7 Capital gain net income (from Part IV, line 2)... 152,939
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).......      
12 Total. Add lines 1 through 11........ 460,469 460,469  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 174,500 52,350   122,150
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
3,552 1,776   1,776
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,875 66,875   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,973 8,973   0
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
2,495 250   2,245
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 256,395 130,224   126,171
25 Contributions, gifts, grants paid....... 862,594 862,594
26 Total expenses and disbursements. Add lines 24 and 25 1,118,989 130,224   988,765
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -658,520
b Net investment income (if negative, enter -0-) 330,245
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............. 488,314 549,930 549,930
2 Savings and temporary cash investments......... 370,238 444,524 444,524
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,832,787 Click to see attachment
List of Attached Documents:
// Content
12,148,029 		12,148,029
c Investments—corporate bonds (attach schedule)....... 3,343,706 Click to see attachment
List of Attached Documents:
// Content
2,966,117 		2,966,117
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,035,045 16,108,600 16,108,600
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 15,035,045 16,108,600
29 Total net assets or fund balances (see instructions)..... 15,035,045 16,108,600
30 Total liabilities and net assets/fund balances (see instructions). 15,035,045 16,108,600
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
15,035,045
2
Enter amount from Part I, line 27a .....................
2
-658,520
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,737,315
4
Add lines 1, 2, and 3 ..........................
4
16,113,840
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,240
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,108,600
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 US TRUST BANK OF AMERICA P    
b US TRUST BANK OF AMERICA P 2022-10-28  
c CAPITAL GAINS DIVIDENDS 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 1,539,311   1,452,004 87,307
b 55,297   31,831 23,466
c 42,166     42,166
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       87,307
b       23,466
c       42,166
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 2 152,939
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 4,590
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 4,590
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 4,590
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,400
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 8,400
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 3,810
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,810 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 arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowLARRY OGG Telephone no.right arrow (503) 297-8603

Located atright arrow6953 SW FOXFIELD CTPORTLANDOR ZIP+4right arrow97225
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
LARRY OGG PRESIDENT/VICE PRESIDENT
10.00 		76,500 0 0
PO BOX 61963
VANCOUVER,WA98666
LYNETTE ANGELO TREASURER/SECRETARY
4.00 		35,500 0 0
PO BOX 61963
VANCOUVER,WA98666
JILLIAN MCCLASKEY HAGSTROM DIRECTOR
1.00 		4,500 0 0
PO BOX 61963
VANCOUVER,WA98666
MEGAN BERREY DIRECTOR
1.00 		15,000 0 0
PO BOX 61963
VANCOUVER,WA98666
COLLIN HAGSTROM DIRECTOR
1.00 		4,500 0 0
PO BOX 61963
VANCOUVER,WA98666
LISA BODNER DIRECTOR
4.00 		37,000 0 0
PO BOX 61963
VANCOUVER,WA98666
SALLY SCHAEFER DIRECTOR
1.00 		1,500 0 0
PO BOX 61963
VANCOUVER,WA98666
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
15,361,956
b
Average of monthly cash balances.......................
1b
135,010
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,496,966
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
15,496,966
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
232,454
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,264,512
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
763,226
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
763,226
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,590
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,590
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
758,636
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
758,636
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
758,636
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
988,765
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
988,765
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 7 758,636
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...... 1,290,719
b From 2019...... 1,287,995
c From 2020...... 918,567
d From 2021...... 623,054
e From 2022...... 236,538
f Total of lines 3a through e ........ 4,356,873
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 988,765
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..... 758,636
e Remaining amount distributed out of corpus 230,129
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 4,587,002
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) ... 		1,290,719
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,296,283
10 Analysis of line 9:
a Excess from 2019.... 1,287,995
b Excess from 2020.... 918,567
c Excess from 2021.... 623,054
d Excess from 2022.... 236,538
e Excess from 2023.... 230,129
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

PARKS FOUNDATION OF CLARK COUNTY

PO BOX 933
CAMAS,WA98607 		  PC TO PROVIDE FINANCIAL SUPPORT. 25,000

NW PARKINSON'S FOUNDATION

3010 77TH AVE SE 101
MERCER ISLAND,WA98040 		  PC TO PROVIDE FINANCIAL SUPPORT. 5,000

NATIONAL MS SOCIETY

PO BOX 4594
NEW YORK,NY10163 		  PC TO PROVIDE FINANCIAL SUPPORT. 5,000

MEALS ON WHEELS

7710 SW 31ST AVE
PORTLAND,OR97219 		  PC TO PROVIDE FINANCIAL SUPPORT. 12,000

SHARE

2306 NE ANDERSON RD
VANCOUVER,WA98661 		  PC TO PROVIDE FINANCIAL SUPPORT. 15,000

SETON CATHOLIC COLLEGE PREPATORY

9000 NE 64TH AVE
VANCOUVER,WA98665 		  PC TO PROVIDE FINANCIAL SUPPORT. 25,000

SALVATION ARMY NORTHWEST

PO BOX 60117
CITY OF INDUSTRY,CA917160117 		  PC TO PROVIDE FINANCIAL SUPPORT. 10,000

OPEN HOUSE MINISTRIES

900 WEST 12TH ST
VANCOUVER,WA98686 		  PC TO PROVIDE FINANCIAL SUPPORT. 100,000

FOUNDATION FOR VANCOUVER PUBLIC SCHOOLS

PO BOX 6039
VANCOUVER,WA98668 		  PC TO PROVIDE FINANCIAL SUPPORT. 9,594

CLARK COLLEGE FOUNDATION

1933 FORT VANCOUVER WAY
VANCOUVER,WA98663 		  PC TO PROVIDE FINANCIAL SUPPORT. 501,000

THE CHILDREN'S CENTER

13500 SE 7TH ST
VANCOUVER,WA98683 		  PC TO PROVIDE FINANCIAL SUPPORT. 10,000

ST JOSEPH CATHOLIC SCHOOL

6500 HIGHLAND DRIVE
VANCOUVER,WA98661 		  PC TO PROVIDE FINANCIAL SUPPORT. 20,000

PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION

602 NE 92ND AVE
VANCOUVER,WA98668 		  PC TO PROVIDE FINANCIAL SUPPORT. 125,000
Total .................................right arrow 3a 862,594
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 ........... 		         
4 Dividends and interest from securities ....     14 307,530  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 152,939  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 460,469 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
460,469
(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:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,172 1,586   1,586
LEGAL FEES 380 190   190

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC GLB 25,654 25,654
AMGEN INC. 33,844 33,844
APPLE, INC. 35,542 35,542
AT & T INC. 36,287 36,287
BP CAPITAL MARKERTS PLC 35,600 35,600
CAPITAL ONE FINANCIAL CO 36,382 36,382
CHUBB INA HOLDINGS INC. 33,989 33,989
CITIGROUP INC. 34,334 34,334
COMCAST CORP 36,516 36,516
CVS HEATH CORP 36,415 36,415
DOW DUPONT INC. 37,568 37,568
DUKE ENERGY CORP 36,797 36,797
ENTERPRISE PRODUCTS OPER COMPANY 35,527 35,527
EXXON MOBILE CORP 33,082 33,082
GOLDMAN SACHS GROUP INC 36,892 36,892
HOME DEPOT INC. 37,812 37,812
HP ENTERPRISES CO 36,830 36,830
ILLINOIS TOOL WORKS, INC. 35,346 35,346
ISHARES SILVER 87,120 87,120
JP MORGAN CHASE & CO 31,766 31,766
KINDER MORGAN INC. 30,777 30,777
LOCKHEED MARTIN CORP 17,673 17,673
LOWES COS INC. 18,097 18,097
MCDONALDS CORP 33,898 33,898
METLIFE INC. 37,227 37,227
MORGAN STANLEY 35,894 35,894
NEWMONT CORP 31,691 31,691
NEXTERA ENERGY CAPITAL COMPANNY 33,194 33,194
NISOURCE FINANCE CORP GLB 34,688 34,688
ORACLE CORP 30,712 30,712
PFZER INC. 35,686 35,686
PNC FNCL SERVICES GROUP 35,040 35,040
QUALCOMM INC. 30,236 30,236
SPDR GOLD TRUST 286,755 286,755
THERMO FISHER SCIENTIFIC 31,303 31,303
TORONTO-DOMINON BANK 30,826 30,826
UNITED HEALTH GROUP, INC. 36,472 36,472
UNITED TECHNOLOGIES CORP 36,472 36,472
US BANCORP 34,748 34,748
US TREASURY NOTE 504,406 504,406
US TREASURY NOTE 504,437 504,437
VERIZON COMMUNICATIONS 30,532 30,532
WALMART INC. 36,587 36,587
WELLS FARGO & COMPANY 36,510 36,510
NORTHROP GRUMMAN CORP 37,386 37,386
WELLS FARGO & COMPANY 37,071 37,071
BANK OF NY MELLON CORP 21,236 21,236
INVESCO DB COMMODITY INDEX 143,260 143,260

TY 2023 InvestmentsCorpStockSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC SHS 90,535 90,535
ADOBE INC 96,053 96,053
AIR PRODUCTION & CHEM 50,379 50,379
ALLSPRING SPECIAL SMALL CAP VALUE 601,731 601,731
ALPHABET INC 130,610 130,610
AMAZON COM INC 125,199 125,199
ANALOG DEVICES INC COM 70,489 70,489
APPLE, INC. 210,243 210,243
AUTOMATIC DATA PROC 40,304 40,304
BECTON DICKINSON CO 59,495 59,495
BERSHIRE HATHAWAY INC 60,276 60,276
BLACK ROCK MID CAPT GROWTH 494,683 494,683
BOSTON SCIENTIFIC CORP 58,330 58,330
CAMBAR INTERNATIONAL EQUITY FUND 184,061 184,061
CHEVRON CORP 122,460 122,460
CHUBB LTD 70,060 70,060
CISCO SYSTEMS, INC. 71,587 71,587
COLUMBIA EMERGING 174,067 174,067
COLUMBIA LARGE CAP 192,338 192,338
COMCAST CORP 49,594 49,594
CONESTOGA SMALL CAP FUND 408,732 408,732
COOPER COS INC 43,899 43,899
COSTCO WHOLESALE CRP 90,431 90,431
CVS HEATH CORP 68,064 68,064
DANAHER CORP DEL 52,746 52,746
DELAWARE EMERGING 271,233 271,233
DISNEY CO 61,397 61,397
EATON CORP PLC 70,319 70,319
ELI LILLY & CO 62,955 62,955
HARDING LOEVNER INTL 341,504 341,504
HARTFORD SCHRODERS EMERG MKTS 122,947 122,947
HOME DEPOT INC. 88,370 88,370
HONEYWELL INTERNATIONAL 65,429 65,429
ILLINOIS TOOL WORKS, INC. 49,245 49,245
ISHARES CORE S&P 500 477,630 477,630
ISHARES MSCI EAFE 464,005 464,005
ISHARES MSCI EMERGING 274,876 274,876
ISHARES RUSSELL MIDCAP 951,804 951,804
ISHARES TR RUSSELL 2000 611,563 611,563
ISHARES U.S. HOME CONSTRUCTION ETF 89,624 89,624
KEURIG DR PEPPER INC 47,514 47,514
MARSH & MCLENNAN COS, INC 66,504 66,504
MCDONALDS CORP 61,971 61,971
MERCK & CO INC 79,476 79,476
META PLATFORMS INC 33,980 33,980
MFS INTERNATIONAL GROWTH 425,364 425,364
MFS MID CAP VALUE 233,778 233,778
MICROSOFT CORP 212,463 212,463
MORGAN STANLEY 80,848 80,848
NEXTERA ENERGY, INC. 64,445 64,445
NORTHROP GRUMMAN CORP 84,733 84,733
OAKMARK INTL FD 384,610 384,610
PHILIP MORRIS INTL INC 51,274 51,274
PNC FNCL SERVICES GROUP 49,242 49,242
PRINCIPAL MIDCAP 324,422 324,422
SALESFORCE INC 34,208 34,208
SCHWAB CHARELS CORP. 56,278 56,278
STARBUCKS CORP 43,204 43,204
T ROWE PRICE VALUE FUND 167,505 167,505
TE CONNECTMTY LTD 72,638 72,638
TECHNOLOGY SELECT 211,728 211,728
TIX COS INC. 67,356 67,356
VANGUARD 500 INDEX FUND 597,058 597,058
VANGUARD MID CAP INDEX 276,830 276,830
VANGUARD REAL ESTATE ETF 88,360 88,360
VANGUARD VALUE ETF 436,689 436,689
VISA INC. 86,176 86,176
VULCAN MATERIALS CO 68,330 68,330
WASTE MANAGEMENT 58,028 58,028
ZOETIS INC 63,750 63,750

TY 2023 OtherDecreasesSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Description Amount
FEDERAL EXCISE TAX 5,240


TY 2023 OtherExpensesSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 648 65   583
INSURANCE 1,827 183   1,644
LICENSES & FEES 20 2   18


TY 2023 OtherIncreasesSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,737,315


TY 2023 OtherProfessionalFeesSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES - US TRUST BANK OF AMERICA 66,875 66,875   0


TY 2023 TaxesSchedule
Name:
THE TOD AND MAXINE MCCLASKEY FAMILY
 
FOUNDATION
EIN:
91-2010845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 8,973 8,973   0