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
JUAN YOUNG TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)CO DELAP 5885 MEADOWS RD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE OSWEGO, OR970352564
A Employer identification number

93-1245000
B Telephone number (see instructions)

(503) 697-4118
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$107,950J 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) 60
2 Check right arrow.............
3 Interest on savings and temporary cash investments 44 44  
4 Dividends and interest from securities... 44,654 44,654  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 566
b Gross sales price for all assets on line 6a 5,688,436
7 Capital gain net income (from Part IV, line 2)... 566
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
7,740 0  
12 Total. Add lines 1 through 11........ 53,064 45,264  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 330,000 34,650   255,750
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
22,425 13,455   8,970
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
909 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
333 0   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
3,235 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 356,902 48,105   264,720
25 Contributions, gifts, grants paid....... 2,418,000 2,418,000
26 Total expenses and disbursements. Add lines 24 and 25 2,774,902 48,105   2,682,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,721,838
b Net investment income (if negative, enter -0-) 0
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......... 28,706 107,950 107,950
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) 1 0 0
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,801,081 0 0
14 Land, buildings, and equipment: basis right arrow9,609
Less: accumulated depreciation (attach schedule) right arrow9,609      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,829,788 107,950 107,950
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........... 2,829,788 107,950
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)..... 2,829,788 107,950
30 Total liabilities and net assets/fund balances (see instructions). 2,829,788 107,950
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
2,829,788
2
Enter amount from Part I, line 27a .....................
2
-2,721,838
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
107,950
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
107,950
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P   2023-12-31
b
c
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 5,688,436   5,687,870 566
b
c
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       566
b
c
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 2 566
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 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
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 0
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
 
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 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://JUANYOUNGTRUST.WIXSITE.COM/JUANYOUNGTRUST
14
The books are in care ofright arrowDELAP LLP Telephone no.right arrow (503) 697-4118

Located atright arrow5885 MEADOWS ROAD NO 200LAKE OSWEGOOR ZIP+4right arrow970352564
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
ANTOINETTE K ARENZ TRUSTEE
35.00 		165,000 0 0
3300 NW 185TH AVE PMB 92
PORTLAND,OR97229
SCOTT G KLUSMANN TRUSTEE
35.00 		165,000 0 0
1980 WILLAMETTE FALLS DR 120/252
WEST LINN,OR97068
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
1,247,217
b
Average of monthly cash balances.......................
1b
35,069
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,282,286
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
1,282,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,234
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,263,052
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
63,153
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
63,153
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
63,153
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
63,153
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
63,153
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,682,720
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,682,720
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 63,153
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...... 1,476,060
b From 2019...... 1,460,561
c From 2020...... 1,770,775
d From 2021...... 1,934,416
e From 2022...... 2,264,198
f Total of lines 3a through e ........ 8,906,010
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,682,720
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..... 63,153
e Remaining amount distributed out of corpus 2,619,567
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 11,525,577
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) ... 		1,476,060
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,049,517
10 Analysis of line 9:
a Excess from 2019.... 1,460,561
b Excess from 2020.... 1,770,775
c Excess from 2021.... 1,934,416
d Excess from 2022.... 2,264,198
e Excess from 2023.... 2,619,567
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:
PLEASE SEE CONTACT INFO HTTPSJUANYO
3300 NW 185TH AVE PMB 92
PORTLAND,OR97229
(503) 735-9831
bThe form in which applications should be submitted and information and materials they should include:
THE JUAN YOUNG TRUST IS CLOSING, AND NO GRANT APPLICATIONS WILL BE ACCEPTED AFTER 2023.
cAny submission deadlines:
THE JUAN YOUNG TRUST IS CLOSING, AND NO GRANT APPLICATIONS WILL BE ACCEPTED AFTER 2023.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501 (C) (3) ORGANIZATIONS IN OREGON PROMOTING THE HEALTH, EDUCATION AND/OR WELFARE OF CHILDREN UNDER THE AGE OF 21.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PLEASE SEE CONTACT INFO HTTPSJUANYO
1980 WILLAMETTE FALLS DRIVE SUITE
120/252
WEST LINN,OR97068
(503) 722-7080
bThe form in which applications should be submitted and information and materials they should include:
THE JUAN YOUNG TRUST IS CLOSING, AND NO GRANT APPLICATIONS WILL BE ACCEPTED AFTER 2023.
cAny submission deadlines:
THE JUAN YOUNG TRUST IS CLOSING, AND NO GRANT APPLICATIONS WILL BE ACCEPTED AFTER 2023.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501 (C) (3) ORGANIZATIONS IN OREGON PROMOTING THE HEALTH, EDUCATION AND/OR WELFARE OF CHILDREN UNDER THE AGE OF 21.
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

4D RECOVERY

11010 SE DIVISION 200
PORTLAND,OR97266 		  PC SUBSTANCE ABUSE RECOVERY PROGRAM 10,000

ABC HOUSE

PO BOX 68
ALBANY,OR97321 		  PC CHILD ABUSE ASSESSMENT PROGRAM 10,000

ADVENTURES WITHOUT LIMITS

PO BOX 670
FOREST GROVE,OR97116 		  PC DAY CAMP SUMMER 2022 5,000

AIRWAY SCIENCE FOR KIDS

3710 N MISSISSIPPI AVENUE
PORTLAND,OR97227 		  PC STEM EDUCATION PROGRAM 5,000

ALBERTINA KERR CENTER

424 NE 22ND AVENUE
PORTLAND,OR97232 		  PC YOUTH PSYCHIATRIC CARE PROGRAM 10,000

ALDER COMMONS

4212 NE PRESCOTT STREET
PORTLAND,OR97218 		  PC ARTS EDUCATION PROGRAM 10,000

ALL CLASSICAL RADIO

211 SE CARUTHERS STREET SUITE 200
PORTLAND,OR97214 		  PC EDUCATIONAL ARTS PROGRAMMING PROGRAM 5,000

ARTS COUNCIL OF PENDLETON

214 NORTH MAIN STREET
PENDLETON,OR97801 		  PC ARTS EDUCATION PROGRAM 10,000

ASSISTANCE LEAGUE COLUMBIA PACIFIC

PO BOX 596
ASTORIA,OR97103 		  PC READY FOR SCHOOL PROGRAM 12,000

ASSISTANCE LEAGUE OF EUGENE

1149 WILLAMETTE STREET
EUGENE,OR97401 		  PC FOOD PANTRY FAMILY WITH CHILDREN 12,000

ASSISTANCE LEAGUE OF GREATER PORTLAND

4000 SW 117TH AVENUE
BEAVERTON,OR97005 		  PC OPERATION SCHOOL BELL 11,000

BABY BLUES CONNECTION

PO BOX 33128
PORTLAND,OR97292 		  PC MENTAL HEALTH CARE PROGRAM 5,000

BEAVERTON ARTS AND CULTURE

12625 SW CRESENT STREET SUITE 240
BEAVERTON,OR97005 		  PC SUMMER ARTS EVENT 2023 12,000

BEAVERTON EDUCATION FOUNDATION

3800 SW CEDAR HILLS BLVD
BEAVERTON,OR97005 		  PC GEARED UP FOR PE 50,000

BEAVERTON RESOURCE CENTER

13565 SW WALKER ROAD
BEAVERTON,OR97005 		  PC FETAL MONITOR CARTS 5,000

BENDFILM INC

1000 NW WALL STREET SUITE 240
BEND,OR97703 		  PC FILM MAKING PROGRAM 10,000

BETTIES360

PO BOX 5292
PORTLAND,OR97208 		  PC YOUTH MENTORSHIP PROGRAM 10,000

BIG BROTHERS BIG SISTER OF CENTRAL OREGON

2125 NE DAGGETT LANE
BEND,OR97701 		  PC YOUTH MENTORSHIP PROGRAM 10,000

BLANCHET FARM

11750 NE FINN HILL LOOP
CARLTON,OR97111 		  PC BLANCHET FARM 12,000

BLOOMIN BOUTIQUE

19376 MOLALLA AVENUE SUITE 160
OREGON CITY,OR97045 		  PC YOUTH CLOTHING PROGRAM 10,000

B'NAI B'RITH MEN'S CAMP ASSOCIATION

1112 NW CIRCLE BLVD
CORVALLIS,OR97330 		  PC T3 PROGRAM 9,000

BOYS & GIRLS CLUBS OF SALEM MARION & POLK COUNTIES

1395 SUMMER STREET NE
SALEM,OR97301 		  PC DENTAL HEALTH CARE PROGRAM 10,000

BRADLEY ANGLE

5432 NORTH ALBINA AVENUE
PORTLAND,OR97217 		  PC DOMESTIC VIOLENCE PREVENTION PROGRAM 10,000

CALDERA

224 NW 13TH AVENUE
PORTLAND,OR97209 		  PC YOUTH ARTS EDUCATION PROGRAM 5,000

CAMP BLUE SPRUCE

3519 NE 15TH AVENUE 225
PORTLAND,OR97212 		  PC FOOD ALLERGY EDUCATION PROGRAM 10,000

CAMP FIRE COLUMBIA

1411 SW MORRISON
PORTLAND,OR97205 		  PC CABIN ROOF REPLACEMENT 18,000

CAMP LUTHERWOOD

22960 HWY 36
CHESHIRE,OR97419 		  PC OUTDOOR SCHOOL 18,000

CAMP UKANDU

9205 SW BARNES ROAD STE MT 2111
PORTLAND,OR97225 		  PC CHILDREN'S CENTER PROJECT 24,000

CANDLELIGHTERS FOR CHILDREN

10700 SW BEAVERTON HILLSDALE JWY
BEAVERTON,OR97005 		  PC SUMMER FAMILY CAMP 2023 12,000

CASA DOUGLAS COUNTY

1253 NW HIGHLAND STREET
ROSEBURG,OR97470 		  PC HOPE FOR CHANGE PROJECT 8,000

CASA FOR CHILDREN INC

1401 NE 68TH AVENUE
PORTLAND,OR97213 		  PC YOUTH ADVOCATE PROGRAM 10,000

CASA JACKSON JOSEPHINE CO

409 N FRONT
MEDFORD,OR97501 		  PC PROGRAM 12,000

CASA LANE COUNTY

174 DEADMOND FERRY ROAD
SPRINGFIELD,OR97477 		  PC DEEPENING OUR ROOTS PROJECT 8,000

CASA OF CLACKAMAS COUNTY

421 HIGH STREET 108
OREGON CITY,OR97045 		  PC YOUTH ADVOCATE PROGRAM 10,000

CASA VOICES FOR CHILDREN BENTON & LINCOLN COUNTIES

129 NW 4TH STREET
CORVALLIS,OR97330 		  PC PROGRAM 12,000

CASCADE AIDS PROJECT

520 NW DAVIS ST SUITE 215
PORTLAND,OR97209 		  PC CAMP KC SUMMER 2023 7,000

CATLIN GABEL SCHOOL

8825 SW BARNES ROAD
PORTLAND,OR97225 		  PC OUTDOOR SUMMER PROGRAMS 16,000

CEDAR MILL COMMUNITY LIBRARY ASSOCIATION

1080 NW SALTZMAN ROAD
PORTLAND,OR97229 		  PC PRE- READING PROGRAM 22,000

CENTRAL CITY CONCERNLETTY OWINGS

232 NW 6TH AVENUE
PORTLAND,OR97209 		  PC NUTRITION PROGRAM MOTHER & CHILD 11,000

CHARITABLE PARTNERSHIP FUND

PO BOX 13276
PORTLAND,OR97213 		  PC YOUTH MENTORING PROGRAM 10,000

CHILDREN'S CAMPBELL COURSE

19825 RIVER ROAD
GLADSTONE,OR97027 		  PC PROGRAM FOR STUDENTS 22,000

CHILDREN'S CANCER ASSOCIATION

1200 NW NAITO PARKWAY
PORTLAND,OR97209 		  PC CARING CABIN AT THE OREGON COAST 9,000

CHILDREN'S FARM HOME (TRILLIUM)

4455 NE HIGHWAY 20
CORVALLIS,OR97330 		  PC EQUESTRIAN PROGRAM 9,000

CLACKAMAS COUNTY ARTS ALLIANCE

PO BOX 2181
OREGON CITY,OR97045 		  PC ARTS EDUCATION PROGRAM 5,000

CLACKAMAS SERVICE CENTER

8800 SE 80TH AVENUE
PORTLAND,OR97206 		  PC FOOD DISTRIBUTION PROGRAM 10,000

CLACKAMAS WOMEN'S SERVICES

256 WARNER MILNE ROAD
OREGON CITY,OR97045 		  PC YOUTH TRAUMA RECOVERY PROGRAM 10,000

CLATSKANIE FARMERS MARKET

1140 BROADWAY
SEASIDE,OR97138 		  PC SEPRD SUMMER PROJECT 6,000

COLLEGE POSSIBLE

532 SE GRAND AVENUE
PORTLAND,OR97214 		  PC COLLEGE PREPARATION PROGRAM 12,000

COLUMBIA CHRISTIAN SCHOOLS

9101 E BURNSIDE
PORTLAND,OR97216 		  PC CAMPUS SECURITY UPGRADE PROGRAM 15,000

COMMUNITY CYCLING CENTER

1700 NE ALBERTA STREET
PORTLAND,OR97211 		  PC CYCLING EDUCATION PROGRAM 10,000

COMMUNITY OUTREACH

865 NW REIMAN AVENUE
CORVALLIS,OR97330 		  PC FOOD PANTRIES 9,000

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING

4001 SW CANYON ROAD
PORTLAND,OR97221 		  PC ZAP PROGRAM 5,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH STREET
PORTLAND,OR97218 		  PC HOMELESS YOUTH EDUCATION PROGRAM 10,000

COMMUNITY WAREHOUSE

8380 SW NYBERG STREET
PORTLAND,OR97062 		  PC BEDS AND TABLES FOR NEEDED FAMILIES 15,000

CONFERENCE ST V DEPAUL MYRTLE CREEK

PO BOX 1258
MYRTLE CREEK,OR97457 		  PC FOOD PANTRY 9,000

CONSTRUCTING HOPE PRE-APPRENTICESHIP PROGRAM

405 NE CHURCH STREET
PORTLAND,OR97211 		  PC CONSTRUCTION TRADES YOUTH SUMMER PROGRAM 10,000

CORBAN UNIVERSITY

5000 DEER PARK DRIVE SE
SALEM,OR97317 		  PC SCHOLARSHIP PROGRAM 20,000

CROSSROADS CREATIVE AND PAC INC

2020 AUBURN AVENUE
BAKER CITY,OR97814 		  PC ART THERAPY PROGRAM 5,000

CYO CAMP HOWARD

825 NE 20TH AVENUE
PORTLAND,OR97232 		  PC YOUTH CENTER CONSTRUCTION PROJECT 10,000

DE LA SALLE NORTH CATHOLIC HIGH SCHOOL

4300 NE KILLINGSWORTH STREET
PORTLAND,OR97218 		  PC WORK STUDY EDUCATION PROGRAM 10,000

DEPAVE

PO BOX 12503
PORTLAND,OR97212 		  PC GREENSPACE LEARNING PROJECT 10,000

DOUGY CENTER

3909 SE 52ND AVENUE PO BOX 86862
PORTLAND,OR97286 		  PC GRIEF SUPPORT PROGRAM 15,000

DOVE LEWIS

1946 PETTYGROVE
PORTLAND,OR97209 		  PC READING PROGRAM 9,000

EASTERN OREGON REGIONAL ARTS COUNCIL INC

PO BOX 541
LA GRANDE,OR97850 		  PC ARTS EDUCATION PROGRAM 10,000

ECOLOGY IN CLASSROOMS AND OUTDOORS

PO BOX 90293
PORTLAND,OR97290 		  PC ENVIRONMENTAL EDUCATION PROGRAM 5,000

ECO-SCHOOL NETWORK

PO BOX 2891
PORTLAND,OR97208 		  PC EXPANSION PROGRAM OREGON 15,000

EDISON HIGH SCHOOL

9020 SW BEAVERTON HILLSDALE HWY
PORTLAND,OR97225 		  PC CAMPUS SECURITY PROJECT 12,000

ELEVATE OREGON

12215 NE MARX STREET
PORTLAND,OR97230 		  PC YOUTH MENTORING PROGRAM 10,000

EMPOWERED MOVEMENT AERIAL

2738 LILLY DRIVE
HOOD RIVER,OR97031 		  PC AFTER-SCHOOL EDUCATION PROGRAM 3,000

EUGENE SYMPHONY ASSOCIATION

115 WEST 8TH AVENUE
EUGENE,OR97401 		  PC LINK UP PROGRAM 12,000

EVERGREEN AVIATION MUSEUM

620 S HOLLADAY 1
SEASIDE,OR97296 		  PC OREGON OUTREACH PROJECT 11,000

FAITHFUL FRIENDS

PO BOX 12405
PORTLAND,OR97212 		  PC YOUTH MENTORING PROGRAM 10,000

FAMILY OF FRIENDS MENTORING

1333 NW EASTMAN PARKWAY
GRESHAM,OR97030 		  PC YOUTH MENTORING PROGRAM 10,000

FARMERS MARKET FUND

240 NORTH BROADWAY
PORTLAND,OR97227 		  PC FAMILY FARMING PROJECT 9,000

FOOD FOR LANE COUNTY

770 BAILEY HILL ROAD
EUGENE,OR97402 		  PC NUTRITION PROGRAMS FOR CHILDREN 25,000

FOOD ROOTS

PO BOX 1275
TILLAMOOK,OR97117 		  PC FARM TO SCHOOL PROGRAM 9,000

FORWARD STRIDE

23839 SW DANIEL RD
BEAVERTON,OR97078 		  PC EQUINE CARE PROGRAM 12,000

FOUR RIVERS CULTURAL CENTER AND MUSEUM

676 SW FIFTH AVENUE
ONTARIO,OR97914 		  PC EDUCATIONAL EXHIBIT FOR CHILDREN 4,500

FRIENDS OF THE CHILDREN - KLAMATH BASIN

PO BOX 5235
KLAMATH FALLS,OR97601 		  PC YOUTH MENTORSHIP PROGRAM 8,000

FRIENDS OF THE CHILDREN - PORTLAND

44 NE MORRIS STREET
PORTLAND,OR97212 		  PC YOUTH MENTORSHIP PROGRAM 10,000

FRIENDS OF THE CHILDREN CENTRAL OREGON

PO BOX 6028
BEND,OR97708 		  PC YOUTH MENTORSHIP PROGRAM 10,000

GALES CREEK CAMP FOUNDATION

6950 SW HAMPTON STREET
TIGARD,OR97223 		  PC CAMPSITE RESTORATION 11,000

GILBERT HOUSE CHILDREN'S MUSEUM

116 MARION STREET NE
SALEM,OR97301 		  PC EARLY CHILDHOOD EDUCATION PROGRAM 12,000

GIRL SCOUTS OF OREGON

9620 SW BARBUR BLVD
PORTLAND,OR97219 		  PC UPDATE CAMP STRUCTURES 2023 CAMP CLEAWOX 14,000

GLOBAL WORKS COMMUNITY FUND DBA WONDERFOLK

5131 NE 35TH PLACE
PORTLAND,OR97211 		  PC YOUTH MENTORSHIP PROGRAM 5,000

GRACE INSTITUTE

1535 NE 17TH AVENUE
PORTLAND,OR97232 		  PC YOUTH ART CAMP PROGRAM 10,000

GRAUER BACK TO SCHOOL PROJECT

4595 SW CALIFORNIA STREET
PORTLAND,OR97219 		  PC BACK TO SCHOOL EVENT 5,000

GREATER THAN

2916 NE ALBERTA SUITE D
PORTLAND,OR97211 		  PC MATH EDUCATION PROGRAM 10,000

GREEN LENTS

11918 SE DIVISION 180
PORTLAND,OR97266 		  PC SUMMER INTERNSHIP PROGRAM 10,000

GROW PORTLAND

4815 NE 7TH AVENUE
PORTLAND,OR97211 		  PC URBAN GARDEN EDUCATION PROGRAM 8,000

GROWING GARDENS

3114 SE 50TH AVENUE
PORTLAND,OR97206 		  PC YOUTH URBAN GARDENING PROGRAM 12,000

GUARDIAN GROUP

1900 NE 3RD STREET SUITE 106 40
BEND,OR97701 		  PC SEX TRAFFICKING PREVENTION PROGRAM 15,000

HIGH DESERT CHAMBER MUSIC

PO BOX 1272
BEND,OR97709 		  PC MUSIC EDUCATION PROGRAM 3,000

HIGH DESERT MUSEUM

59800 SOUTH HIGHWAY 97
BEND,OR97702 		  PC HISTORY AND CULTURAL EDUCATION PROGRAM 12,000

HOLY CROSS CATHOLIC SCHOOL

6202 N BOWDOIN
PORTLAND,OR97203 		  PC ATHLETIC EDUCATION PROGRAM 4,000

HOLY FAMILY ACADEMY

10697 HOWELL PRAIRIE RDN
SALEM,OR97305 		  PC CLASSROOM EXPANSION PROJECT 10,000

HOLY FAMILY CATHOLIC SCHOOL

7425 SE CESAR E CHAVEZ BLVD
PORTLAND,OR97202 		  PC STEM EDUCATION PROGRAM 15,000

HOMEPLATE YOUTH SERVICES

PO BOX 1413
BEAVERTON,OR97075 		  PC NUTRITION PROGRAMS 15,000

HOYT ARBORETUM

4000 SW FAIRVIEW BLVD
PORTLAND,OR97221 		  PC FAMILY OUTDOOR NATURE PROGRAMS 12,000

HUMAN SOLUTIONS INC

10550 NE HALSEY STREET
PORTLAND,OR97220 		  PC MENTORSHIP PROGRAM 10,000

IMAGO THE THEATRE MASK ENSEMBLE

PO BOX 15182
PORTLAND,OR97293 		  PC THEATRE ARTS EDUCATION PROGRAM 4,000

IMPACT NW

10055 E BURNSIDE STREET
PORTLAND,OR97216 		  PC EARLY CHILDHOOD EDUCATION PROGRAM 10,000

INCIGHT

PO BOX 82056
PORTLAND,OR97282 		  PC SCHOLARSHIP PROGRAM 15,000

J BAR J YOUTH SERVICES

62895 HAMBY RD
BEND,OR97701 		  PC VOCATIONAL EDUCATION PROGRAM 10,000

KEX KIDS FUND PROGRAM

13333 SW 68TH PARKWAY SUITE 310
TIGARD,OR97296 		  PC FARM CAMP 2022 36,000

KIDS CLUB OF HARNEY COUNTY

PO BOX 1035
BURNS,OR97720 		  PC AFTER-SCHOOL EDUCATION PROGRAM 5,000

KINSHIP HOUSE

1823 NE 8TH AVENUE
PORTLAND,OR97212 		  PC OUTPATIENT THERAPY PROGRAM 10,000

LAN SU CHINESE GARDENS

220 NW 2ND AVENUE
PORTLAND,OR97209 		  PC FAMILY FOCUSED GARDEN EVENTS 2023/24 12,000

LIFT URBAN PORTLAND

3448 NW YEON
PORTLAND,OR97210 		  PC NUTRITION PROGRAMS 11,000

LINNTON COMMUNITY CENTER

10614 NW ST HELENS ROAD
PORTLAND,OR97231 		  PC SCHOOL RELATED CARE PROGRAM FOR LOCAL STUDENTS 9,000

MAKE A WISH

5901 S MACADAM
PORTLAND,OR97239 		  PC WISH PROGRAM 9,000

MARION POLK FOOD SHARE

1660 SALEM INDUSTRIAL DRIVE NE
SALEM,OR97301 		  PC YOUTH FARM PROGRAM 5,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON COURT
TIGARD,OR97224 		  PC MOBILE DENTAL PROGRAM 10,000

MERRY HEART CHILDREN'S CAMP

PO BOX 80413
PORTLAND,OR97280 		  PC SUMMER CAMP 2023 7,000

METROPOLITAN FAMILY SERVICE

1010 SE STARK STREET
PORTLAND,OR97214 		  PC EARLY CHILDHOOD EDUCATION PROGRAM 10,000

METROPOLITAN YOUTH SYMPHONY

4800 S MACADAM SUITE 105
PORTLAND,OR97239 		  PC YOUTH MUSIC EDUCATION PROGRAM 10,000

MIKE PROGRAM

9155 SW BARNES ROAD
PORTLAND,OR97225 		  PC NUTRITION PROGRAMS 12,000

MIRACLE THEATRE GROUP

425 SE 6TH AVENUE
PORTLAND,OR97214 		  PC THEATRE ARTS EDUCATION PROGRAM 15,000

MITTLEMAN JEWISH COMMUNITY CENTER

6651 SW CAPITOL HIGHWAY
PORTLAND,OR97219 		  PC SUMMER CAMP 8,000

MOBILITY IMPAIRED GOLF ASSOCIATION

11843 SW KING GEORGE DRIVE 5
TIGARD,OR97224 		  PC FAMILY GOLFING EVENTS 16,000

MOUNTAIN STAR FAMILY RELIEF NURSERY

2125 NE DAGGETT LANE
BEND,OR97701 		  PC CHILD ABUSE PREVENTION PROGRAM 10,000

MT HOOD KIWANIS CAMP

10725 SW BARBUR BLVD SUITE 50
PORTLAND,OR97219 		  PC DISABLED YOUTH SUMMER CAMP PROGRAM 12,000

MY VOICE MUSIC

PO BOX 28043
PORTLAND,OR97228 		  PC MUSIC EDUCATION PROGRAM 10,000

NEUROTHERAPEUTIC PEDIATRIC THERAPIES

113 N ELM STREET
CANBY,OR97013 		  PC MENTAL HEALTH THERAPY TRAINING PROGRAM 10,000

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA
PORTLAND,OR97201 		  PC FOOD AT DROP IN CENTER 11,000

NEW MOON PRODUCTIONS

PO BOX 820165
PORTLAND,OR97282 		  PC THEATRE ARTS EDUCATION PROGRAM 10,000

NORTHWEST HOUSING ALTERNATIVES

2316 SE WILLARD STREET
MILWAUKIE,OR97222 		  PC EDUCATIONAL SUPPORT PROGRAM 10,000

NORTHWEST YOUTH CORPS

2621 AUGUSTA STREET
EUGENE,OR97403 		  PC LANE CO COMMUNITY PROGRAM 14,000

NW DANCE PROJECT

PO BOX 42488
PORTLAND,OR97242 		  PC YOUTH DANCE EDUCATION PROGRAM 7,500

OPEN SCHOOL INC

16750 SE OAK STREET
PORTLAND,OR97233 		  PC ALTERNATIVE HIGH SCHOOL EDUCATION PROGRAM 10,000

OREGON ASSOCIATION FOR LIBERIA

864 N 27TH AVENUE
CORNELIUS,OR97113 		  PC SUMMER YOUTH EDUCATION PROGRAM 10,000

OREGON COAST AQUARIUM

2820 SE FERRY SLIP ROAD
NEWPORT,OR97365 		  PC FAMILY VISITS 25,000

OREGON COAST COMMUNITY ACTION -- CASA COOS AND CURRY COUNTIES

1855 THOMAS AVENUE
COOS BAY,OR97420 		  PC PROGRAM 8,000

OREGON CRIME VICTIMS LAW CENTER

7412 SW BEAVERTON HILLSDALE HWY
PORTLAND,OR97225 		  PC ACCESS TO JUSTICE PROJECT 9,000

OREGON EAST SYMPHONY INC

PO BOX 1436
PENDLETON,OR97801 		  PC MUSIC EDUCATION PROGRAM 10,000

OREGON FOOD BANK

1870 NW 173RD AVENUE
BEAVERTON,OR97006 		  PC CHILD HUNGER PROGRAM-SCHOOL SITES 2023/24 25,000

OREGON FOOD BANK

7900 NE 33RD DRIVE
PORTLAND,OR97211 		  PC CHILD HUNGER REDUCTION PROGRAM 10,000

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97201 		  PC HISTORY DAY PROGRAM 11,000

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		  PC ANIMAL EDUCATION PROGRAM 7,500

OREGON LIONS SIGHT AND HEARING

1010 NW 22ND AVENUE 144
PORTLAND,OR97210 		  PC VISION SCREENINGS 14,000

OREGON MAPLE PROJECT

3745 SE MAIN
PORTLAND,OR97214 		  PC COMMUNITY SUGARING EDUCATION PROGRAM 5,000

OREGON MUSEUM OF SCIENCE AND INDUSTRY

1945 SE WATER AVENUE
PORTLAND,OR97214 		  PC STEM EDUCATION PROGRAM 22,500

OREGON MUSIC HALL OF FAME

PO BOX 82173
PORTLAND,OR97282 		  PC MUSIC EDUCATION SCHOLARSHIP PROGRAM 5,000

OREGON RAIL HERITAGE FOUNDATION

2250 SE WATER AVENUE
PORTLAND,OR97214 		  PC MUSEUM EDUCATIONAL PANELS PROJECT 10,000

OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM

PO BOX 33168
PORTLAND,OR97292 		  PC YOUTH ROBOTICS PROGRAM 4,000

OREGON SCHOOL-BASED HEALTH ALLIANCE

401 NE 19TH AVE SUITE 200
PORTLAND,OR97232 		  PC YOUTH LEADERSHIP PROGRAM 10,000

OREGON ZOO FOUNDATION

9620 SW BARBUR BLVD
PORTLAND,OR97219 		  PC CAMP CLEAWOX 12,000

OUR STREETS PDX

7309 N ALTA AVENUE
PORTLAND,OR97203 		  PC MEALS PROGRAM 5,000

OUTSIDE IN

1132 SW 13TH AVE
PORTLAND,OR97205 		  PC FOOD AT DROP IN CENTER 11,000

PACIFIC NORTHWEST BLEEDING DISORDERS

PO BOX 231004
TIGARD,OR97281 		  PC THEATRE PROGRAMS 5,000

PACIFIC UNIVERSITY

2043 COLLEGE WAY
FOREST GROVE,OR97116 		  PC BOXER GARDENS 9,000

PACIFIC YOUTH CHOIR

1000 SW BROADWAY
PORTLAND,OR97205 		  PC YOUTH CHOIR PROGRAM 5,000

PARROTT CREEK CHILD & FAMILY SERVICES

1001 MOLALLA AVENUE SUITE 209
OREGON CITY,OR97045 		  PC TEEN JUSTICE AND WELFARE PROGRAM 10,000

PEARL BUCK CENTER

3690 WEST 1ST
EUGENE,OR97401 		  PC FOOD SECURITY -- HOLIDAYS 5,000

PLAY IT FORWARD

PO BOX 25607
PORTLAND,OR97298 		  PC INSTRUMENTS FOR CHANGE PROJECT 15,000

PLAYWORKS EDUCATION ENERGIZED

PO BOX 15037
PORTLAND,OR97293 		  PC PHYSICAL ACTIVITY EDUCATION PROGRAM 5,000

PORTLAND COMMUNITY FOOTBALL CLUB

1631 NE BROADWAY STREET 712
PORTLAND,OR97212 		  PC SOCCER SUPPORT EDUCATION PROGRAM 5,000

PORTLAND JAPANESE GARDEN

611 SW KINGSTON AVE
PORTLAND,OR97205 		  PC CHILDREN'S DAY FESTIVAL 11,000

PORTLAND JAZZ FESTIVAL INC

5212 NE SACRAMENTO STREET
PORTLAND,OR97213 		  PC MUSIC EDUCATION PROGRAM 7,500

PORTLAND PLAYHOUSE

602 NE PRESCOTT STREET
PORTLAND,OR97211 		  PC THEATRE ARTS PROGRAM 10,000

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208 		  PC FAMILY LIFE EDUCATION PROGRAM 10,000

PORTLAND URBAN DEBATE LEAGUE

PO BOX 1684
PORTLAND,OR97214 		  PC YOUTH DEBATE PROGRAM 5,000

PORTLAND WORKFORCE ALLIANCE

PO BOX 14337
PORTLAND,OR97293 		  PC CAREER EDUCATION PROGRAM 8,000

PORTLAND YOUTH PHILHARMONIC

9320 SW BARBUR BLVD
PORTLAND,OR97219 		  PC MIDDLE SCHOOL PROGRAM 12,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVENUE
PORTLAND,OR97266 		  PC CONSTRUCTION TRAINING PROGRAM 5,000

PREPARE THE WAY

19781 ASTRO PLACE
BEND,OR97702 		  PC YOUTH LEADERSHIP PROGRAM 15,000

PROJECT LEMONADE

PO BOX 96144
PORTLAND,OR97296 		  PC READY FOR SCHOOL -- FOSTER CHILDREN 12,000

PROJECT POOCH INC

PO BOX 305
LAKE OSWEGO,OR97034 		  PC VOCATIONAL PROGRAM 14,000

PROVIDENCE COMMUNITY HEALTH

940 ROYAL AVENUE SUITE 410
MEDFORD,OR97504 		  PC BASSINETS FOR NEWBORNS 2023/24 9,000

PROVIDENCE HOOD RIVER MEMORIAL HOSPITAL FOUNDATION

810 12TH STREET
HOOD RIVER,OR97031 		  PC NEWBORN MEDICAL EQUIPMENT 12,000

PROVIDENCE NEWBERG HEALTH FOUNDATION

1001 PROVIDENCE DRIVE
NEWBERG,OR97132 		  PC BIRTH CENTER PROJECT 11,000

PROVIDENCE SEASIDE HOSPITAL FOUNDATION

725 S WAHANNA ROAD
SEASIDE,OR97138 		  PC CHILD CENTERED SERVICE EXPANSION 2023/24 9,000

PROVIDENCE WILLAMETTE FALLS MEDICAL FOUNDATION

1500 DIVISION STREET
OREGON CITY,OR97045 		  PC MENTAL HEALTH PROGRAM 25,000

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SPEECH-LANGUAGE DISORDER PROGRAM 2023/24 12,000

REACH COMMUNITY DEVELOPMENT

6250 SW CAPITOL HIGHWAY
PORTLAND,OR97239 		  PC OUTDOOR SUMMER PROGRAMS 4,000

READING RESULTS

3115 NE SANDY BLVD SUITE 229
PORTLAND,OR97232 		  PC READING INTERVENTION PROGRAM 10,000

REGIS ST MARY CATHOLIC SCHOOL

550 WEST REGIS STREET
STAYTON,OR97383 		  PC SCHOOL SECURITY UPGRADE PROJECT 10,000

RICE MUSEUM

547 NW 9TH STREET
HILLSBORO,OR97124 		  PC FAMILY VISITS 11,000

ROGUE VALLEY YMCA

522 W 6TH STREET
MEDFORD,OR97501 		  PC ELK TRAIL PROJECT 11,000

RONALD MCDONALD HOUSE CHARITIES OF OREGON

2620 N COMMERCIAL AVENUE
PORTLAND,OR97227 		  PC MEDICAL HOUSE AND RESPITE PROGRAM 5,000

ROSE HAVEN

PO BOX 10405
PORTLAND,OR97296 		  PC FAMILY AFTERNOON PROGRAM 9,000

ROYAL ROSARIAN FOUNDATION

PO BOX 8956
PORTLAND,OR97207 		  PC FIELD TRIP EDUCATION PROGRAM 10,000

SAMARA LEARNING CENTER

230 NE 9TH STREET
BEND,OR97701 		  PC THEATRE ARTS PROGRAM 5,000

SARAH BELLAMS BAKERY AND WORKSHOP

7828 SW CAPITOL HWY
PORTLAND,OR97219 		  PC NUTRITION PROGRAMS 11,000

SAUVIE ISLAND CENTER

PO BOX 10422
PORTLAND,OR97296 		  PC SUMMER PROGRAMS 8,000

SEE YOU AT THE SUMMIT

229 NORTH BARTLETT STREET
MEDFORD,OR97501 		  PC OUTDOOR SUMMER PROGRAMS 5,000

SERENDIPITY CENTER

PO BOX 33350
PORTLAND,OR97292 		  PC WORKFORCE DEVELOPMENT PROGRAM 10,000

SISTERS OF ST MARY OF OREGON FOUNDATION

4440 SW 148TH AVENUE
BEAVERTON,OR97078 		  PC ENHANCED CAMPUS SECURITY 9,000

SNOCAP COMMUNITY CHARITIES

PO BOX 160
FAIRVIEW,OR97024 		  PC YOUTH FOOD PANTY AND CLOTHING PROGRAM 5,000

ST CLARE SCHOOL

1807 SW FREEMAN STREET
PORTLAND,OR97204 		  PC SUMMER CAMP 25,000

ST MARY'S ACADEMY

1615 SW 5TH AVENUE
PORTLAND,OR97201 		  PC CAMPUS SECURITY PROJECT 12,000

ST ANDREW NATIVITY SCHOOL

4925 NE 9TH AVENUE
PORTLAND,OR97211 		  PC GRADUATE SUPPORT EDUCATION PROGRAM 12,000

ST VINCENT DE PAUL SOCIETY LANE CO

2890 CHAD DRIVE
EUGENE,OR97408 		  PC FOOD FAMILIES WITH CHILDREN 9,000

STAGES OF LIFE

3344 SE HAROLD COURT
PORTLAND,OR97202 		  PC MUSIC EDUCATION PROGRAM 5,000

STAND FOR CHILDREN LEADERSHIP CENTER

2121 SW BROADWAY SUITE 130
PORTLAND,OR97201 		  PC EARLY LITERACY PROGRAM 10,000

STANDUPGIRLCOM FOUNDATION INC

215 N MERIDIAN STREET STE 206
NEWBERG,OR97132 		  PC PREGNANCY COUNSELING SUPPORT PROGRAM 20,000

STAYTON PUBLIC LIBRARY FOUNDATION

PO BOX 810
STAYTON,OR97383 		  PC BOOKING GIFTING PROGRAM 5,000

STROKE AWARENESS OREGON

695 SW MILL VIEW WAY
BEND,OR97702 		  PC STROKE AWARENESS EDUCATION PROGRAM 5,000

TEAM EUGENE AQUATICS

PO BOX 50404
EUGENE,OR97405 		  PC OUTDOOR DAY CAMPS SUMMER 2022 5,000

THE BLACK UNITED FUND OF OREGON

2828 N ALBERTA STREET
PORTLAND,OR97211 		  PC POST SECONDARY MENTORSHIP PROGRAM 5,000

THE BLOSSER CENTER FOR DYSLEXIA RESOURCES

PO BOX 18082
PORTLAND,OR97218 		  PC DYSLEXIA SUPPORT EDUCATION PROGRAM 15,000

THE CANBY CENTER

681 SW 2ND AVENUE
CANBY,OR97013 		  PC READING MENTORSHIP PROGRAM 15,000

THE CENTER FOUNDATION

2200 NE NEFF ROAD SUITE 200
BEND,OR97701 		  PC YOUTH SPORTS MEDICINE PROGRAM 10,000

THE LIBRARY FOUNDATION

620 SW FIFTH AVENUE SUITE 1025
PORTLAND,OR97204 		  PC EARLY LITERACY PROGRAM 12,000

THE NORTHWEST CATHOLIC COUNSELING CENTER

8383 NE SANDY BLVD SUITE 205
PORTLAND,OR97220 		  PC MENTAL HEALTH CARE PROGRAM 15,000

THE OREGON CHORALE

PO BOX 1182
HILLSBORO,OR97123 		  PC EMERGING VOICES PROGRAM 5,000

THE PORTLAND MONTESSORI SCHOOL

205 NE 50TH AVENUE
PORTLAND,OR97213 		  PC STAFF TRAINING PROGRAM 5,000

THE SALVATION ARMY - GRESHAM CORPS

PO BOX 1350
GRESHAM,OR97030 		  PC MUSIC EDUCATION PROGRAM 15,000

THE WETLANDS CONSERVANCY

PO BOX 83539
PORTLAND,OR97283 		  PC ENVIRONMENTAL PROGRAM 5,000

THIMBLEBERRY COLLABORATIVE FARM

29089 SE KELSO RD
BORING,OR97009 		  PC URBAN FARM EDUCATION PROGRAM 5,000

TRINITY LUTHERAN CHURCH AND SCHOOL

5520 NE KILLINGSWORTH STREET
PORTLAND,OR97218 		  PC SCHOLARSHIPS PROGRAM 6,000

TUALATIN FOOD PANTRY

PO BOX 248
TUALATIN,OR97062 		  PC FOOD PANTRY FAMILY WITH CHILDREN 8,000

TUALATIN HILLS PARK FOUNDATION

10265 NE TANASBOURNE DRIVE
HILLSBORO,OR97124 		  PC SUMMER PROGRAMS 2023 15,000

TURNING POINT

PO BOX 773
CLATSKANIE,OR97016 		  PC FOOD PANTRY 5,000

UNION GOSPEL MISSION

4200 NW 185TH AVENUE
PORTLAND,OR97209 		  PC PLAYGROUND BEAVERTON 15,000

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		  PC DESIGN EDUCATION PROGRAM 10,000

URBAN GLEANERS

10265 NE TANASBOURNE DRIVE
HILLSBORO,OR97124 		  PC OUTDOOR SUMMER PROGRAMS 11,000

VIRGINIA GARCIA

PO BOX 6149
ALOHA,OR97007 		  PC SCHOOL BASED HEALTH CLINICS 16,000

VOLUNTEERS OF AMERICA

3910 SE STARK STREET
PORTLAND,OR97214 		  PC FAMILY RELIEF NURSERY PROGRAM 15,000

WARNER PACIFIC UNIVERSITY

2219 SE 68TH AVENUE
PORTLAND,OR97215 		  PC SCHOLARSHIP PROGRAM 5,000

WASHINGTON COUNTY MASTER GARDENERS ASSOCIATION

1815NW 169TH PLACE
BEAVERTON,OR97006 		  PC PCC % JENKINS GARDEN PROJECTS 9,000

WEST LINN-WILSONVILLE MUSIC AND ARTS

PO BOX 532
WEST LINN,OR97068 		  PC PIANO TUNING AT SCHOOLS 2,000

WESTWIND STEWARDSHIP GROUP

5933 NE SIEVERS DRIVE
PORTLAND,OR97220 		  PC FAMILY CAMP YEAR 2023 9,000

WILLAMETTE UNIVERSITY

900 STATE STREET
SALEM,OR97301 		  PC COLLEGE ACCESS PROGRAM 10,000

WILLIAM TEMPLE HOUSE

2023 NW HOYT STREET
PORTLAND,OR97209 		  PC FOOD PANTRY FAMILY WITH CHILDREN 12,000

WORLD FORESTRY CENTER

4033 SW CANYON ROAD
PORTLAND,OR97221 		  PC FREE SUNDAY SERIES-FAMILIES WITH CHILDREN 18,000

WORLD SALMON COUNCIL

1355 NE EVERETT ST SUITE 100
PORTLAND,OR97209 		  PC SCIENCE AND SALMON EDUCATION PROGRAM 7,500

YOUTH VILLAGES

2507 CHRISTIE DRIVE
LAKE OSWEGO,OR97034 		  PC PROGRAM 8,000

YOUTH RIGHTS & JUSTICE

1785 NE SANDY BLVD SUITE 300
PORTLAND,OR97232 		  PC EDUCATION SUPPORT PROGRAM 10,000

YWCA OF GREATER PORTLAND

PO BOX 4587
PORTLAND,OR97208 		  PC DOMESTIC VIOLENCE PREVENTION PROGRAM 10,000
Total .................................right arrow 3a 2,418,000
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   7,740      
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 44  
4 Dividends and interest from securities ....     14 44,654  
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 ............ 		180000 566      
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) .. 8,306 44,698 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
53,004
(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:
JUAN YOUNG TRUST
EIN:
93-1245000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,425 13,455   8,970

TY 2023 OtherExpensesSchedule
Name:
JUAN YOUNG TRUST
EIN:
93-1245000
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE, BOND 2,420 0   0
DUES AND MEMBERSHIP FEES 815 0   0


TY 2023 OtherIncomeSchedule2
Name:
JUAN YOUNG TRUST
EIN:
93-1245000
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEES FROM GOVERNMENT AGENCIES 7,740   7,740


TY 2023 OtherProfessionalFeesSchedule
Name:
JUAN YOUNG TRUST
EIN:
93-1245000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEE 909 0   0


TY 2023 TaxesSchedule
Name:
JUAN YOUNG TRUST
EIN:
93-1245000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES 333 0   0