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
KAVE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3401 SW STONEBROOK
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97239
A Employer identification number

93-1280694
B Telephone number (see instructions)

(503) 264-8387
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$2,563,761J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,116 5,116  
4 Dividends and interest from securities... 74,595 74,595  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -63,721
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 15,990 79,711  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
9,947 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,401 24,401   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,797 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,145 24,401   0
25 Contributions, gifts, grants paid....... 102,027 102,027
26 Total expenses and disbursements. Add lines 24 and 25 138,172 24,401   102,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -122,182
b Net investment income (if negative, enter -0-) 55,310
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......... 91,744 82,736 82,736
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)....... 2,182,412 Click to see attachment
List of Attached Documents:
// Content
2,040,607 		2,481,025
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)..........      
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) 2,274,156 2,123,343 2,563,761
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 2,274,156 2,123,343
29 Total net assets or fund balances (see instructions)..... 2,274,156 2,123,343
30 Total liabilities and net assets/fund balances (see instructions). 2,274,156 2,123,343
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
2,274,156
2
Enter amount from Part I, line 27a .....................
2
-122,182
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,151,974
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
28,631
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,123,343
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 BAIRD 3864 STCG      
b BAIRD 3864 LTCG      
c BAIRD 4907 STCG      
d BAIRD 4907 LTCG      
e BAIRD 1099 STCG      
BAIRD 1099 LTCG      
(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       -4,695
b       -37,447
c       -14,766
d       6,335
e       -11,949
      -1,199
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       -4,695
b       -37,447
c       -14,766
d       6,335
e       -11,949
      -1,199
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 -63,721
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) 1 769
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........................... 3 769
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- ..... 5 769
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,000
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 16,000
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 15,231
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow15,231 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 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 arrowN/A
14
The books are in care ofright arrowDAVID JOHNSON Telephone no.right arrow (503) 264-8387

Located atright arrow3401 SW STONEBROOK DRPORTLANDOR ZIP+4right arrow972391269
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
DAVID B JOHNSON TRUSTEE
10.00 		0 0 0
3401 SW STONEBROOK
PORTLAND,OR97239
KAREN S JOHNSON TRUSTEE
10.00 		0 0 0
3401 SW STONEBROOK
PORTLAND,OR97239
BRIAN JOHNSON TRUSTEE
1.00 		0 0 0
C/O 3401 SW STONEBROOK
PORTLAND,OR97239
AARON JOHNSON TRUSTEE
1.00 		0 0 0
C/O 3401 SW STONEBROOK
PORTLAND,OR97239
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
2,334,402
b
Average of monthly cash balances.......................
1b
158,339
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,492,741
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
2,492,741
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,391
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,455,350
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
122,768
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
122,768
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
769
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
769
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
121,999
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
121,999
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
121,999
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
102,027
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
102,027
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 7 121,999
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 96,609
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 102,027
a Applied to 2022, but not more than line 2a 96,609
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..... 5,418
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		116,581
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DAVID B JOHNSON
KAREN S JOHNSON
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

AMERICAN CANCER SOCIETY

0330 SW CURRY ST
PORTLAND,OR97239 		NONE PUBLIC CHARITY SUPPORT FOR PROGRAM MISSION TO FREE THE WORLD FROM CANCER. 2,000

COOPERATIVE DEVELOPMENT FOUNDATION

1775 EYE ST NW 8TH FLOOR
WASHINGTON,DC20006 		NONE PUBLIC CHARITY CDF MAKES GRANTS, LOANS, AND INVESTMENTS THAT SUPPORT COOPERATIVE DEVELOPMENT, STRENGTHEN MAIN STREET COOPERATIVE BUSINESSES, CREATE GOOD, SUSTAINABLE JOBS, AND ENHANCE THE LIVES OF PEOPLE AND COMMUNITIES. 1,000

EPHC FOUNDATION

500 1ST AVE
PORTOLA,CA96122 		NONE PUBLIC CHARITY EASTERN PLUMAS HEALTH CARE OFFERS THE ONLY EMERGENCY SERVICES AND ACUTE CARE HOSPITAL IN EASTERN PLUMAS AND SIERRA COUNTIES. EPHC IS ESSENTIAL TO THE PHYSICAL HEALTH OF OUR RESIDENTS AND THE ECONOMIC HEALTH OF OUR COMMUNITIES. 500

FRIENDS OF THE COLUMBIA GORGE

123 NE 3RD AVE STE 108
PORTLAND,OR97232 		NONE PUBLIC CHARITY PROGRAMS TO PROTECT THE SCENIC, NATURAL, CULTURAL AND RECREATIONAL RESOURCES OF THE COLUMBIA RIVER GORGE TO ENSURE THAT THE BEAUTIFUL AND WILD COLUMBIA GORGE REMAINS A PLACE APART, AN UNSPOILED TREASURE FOR GENERATIONS TO COME. 3,000

JEWISH FEDERATION OF GREATER PORTLAND

6680 SW CAPITAL HWY PORTLAND OR
PORTLAND,OR97219 		NONE PUBLIC CHARITY FINANCIAL SUPPORT TO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL IN ACCORDANCE WITH JEWISH VALUES 5,000

KABOOM

4301 CONNECTICUT AVE NW SUITE ML-1
WASHINGTON,DC20008 		NONE PUBLIC CHARITY WE AMPLIFY THE POWER OF COMMUNITIES TO BUILD INSPIRING PLAYSPACES THAT SPARK UNLIMITED OPPORTUNITIES FOR EVERY KID, EVERYWHERE. 1,000

NWAAF NORTHWEST ABORTION ACCESS FUND

4325 COMMERCE ST SUITE 111-433
EUGENE,OR97402 		NONE PUBLIC CHARITY SUPPORT PROGRAMS TO AID IN ABORTION PAYMENT BY SENDING FUNDING DIRECTLY TO CLINICS, SAFE TRAVEL AND ACCOMODATIONS, AND VOLUNTEER ADVOCATES SERVING ITS TOLL-FREE HELPLINE 2,600

OHSU FOUNDATION

OHSU FOUNDATION 1121 SW SALMON ST
100
PORTLAND,OR97205 		NONE PUBLIC CHARITY FINANCIAL SUPPORT FOR THE PUBLIC UNIVERSITY DEDICATED TO IMPROVING THE HEALTH AND QUALITY OF LIFE FOR ALL OREGONIANS THROUGH EXCELLENCE, INNOVATION AND LEADERSHIP IN HEALTH CARE, EDUCATION AND RESEARCH. 600

OREGON FOOD BANK

7900 NE 33RD DRIVE
PORTLAND,OR97211 		NONE PUBLIC CHARITY DISTRIBUTE EMERGENCY FOOD TO HUNGER RELIEF AGENCIES THROUGHOUT OREGON. FINANCIAL SUPPORT FOR PROGRAMS TO ELIMINATE HUNGER IN OREGON, THROUGH ADDRESSING THE ROOT CAUSES OF HUNGER THROUGH PUBLIC POLICY, NUTRITION AND GARDEN EDUCATION AND PUBLIC AWARENESS. 2,000

PHFS PORTLAND HOMELESS FAMILY SOLUTION DBA PATH HOME

6220 SE 92ND AVE
PORTLAND,OR97266 		NONE PUBLIC CHARITY SUPPORT PROGRAMS THAT HELP FIND SOLUTIONS AND PROVIDE RESOURCES TO FAMILIES AT RISK OF LOSING THEIR HOME OR THAT NEED A PERMANENT HOME 15,000

PLANNED PARENTHOOD

3727 NE MARTIN LUTHER KING JR BLVD
PORTLAND,OR97212 		NONE PUBLIC CHARITY TO PROVIDE FINANCIAL ASSISTANCE FOR THE PLANNED PARENTHOOD MISSION OF PROVIDING COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE, TO PROVIDE EDUCATIONAL PROGRAMS WHICH ENHANCE UNDERSTANDING OF HUMAN SEXUALITY, AND TO PROMOTE THE RESEARCH AND ADVANCEMENT OF TECHNOLOGY IN REPRODUCTIVE HEALTHCARE 3,000

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 751
PORTLAND,OR97207 		NONE PUBLIC CHARITY PROVIDING FINANCIAL SUPPORT FOR A PUBLIC UNIVERSITY WORKING TOWARDS AN EQUITABLE AND SUSTAINABLE FUTURE THROUGH ACADEMIC EXCELLENCE, URBAN ENGAGEMENT, AND EXPANDING OPPORTUNITY FOR ALL. 16,800

SMART - START MAKING A READER TODAY

101 SW MARKET ST
PORTLAND,OR97201 		NONE PUBLIC CHARITY FINANCIAL BACKING FOR LITERACY SUPPORT, VOLUNTEER RECRUITING TO READ ONE ON ONE WITH K-2 CHILDREN. PROGRAMS TO ENGAGE THE COMMUNITY TO PROVIDE CRITICAL READING SUPPORT AND PROVIDING BOOKS TO OREGON CHILDREN. 1,000

SOLV

2000 SW 1ST AVE SUITE 400
PORTLAND,OR97201 		NONE PUBLIC CHARITY SUPPORT FOR BRINGING TOGETHER, BUSINESS GROUPS AND SERVICE AND CONSERVATION GROUPS THROUGH VOLUNTEERING AND EDUCATION TO RESTORE NATURAL SPACES AND CARE FOR THE STATE OF OREGON. 2,000

SOUL TO SOUL SISTERS

PO BOX 7632
DENVER,CO80207 		NONE PUBLIC CHARITY SOUL 2 SOUL SISTERS' WORK FOR AND WITH BLACK WOMEN IS BASED IN REPRODUCTIVE JUSTICE FRAMEWORK. IN JUNE 1994, 12 BLACK WOMEN WORKERS IN THE REPRODUCTIVE HEALTH AND RIGHTS FIELD BIRTHED THE CONCEPT "REPRODUCTIVE JUSTICE" WHICH FOCUSES ON REPRODUCTIVE LIBERATION MOVEMENT BUILDING. 3,000

SPARK SF PUBLIC SCHOOLS

135 VAN NESS AVE ROOM 119
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY AT SPARK* SF PUBLIC SCHOOLS WE ARE PASSIONATE ABOUT ADVANCING EXCELLENCE IN EDUCATION. WE CREATE OPPORTUNITIES THAT MAKE A REAL AND LASTING DIFFERENCE BY CONNECTING OUR PHILANTHROPIC PARTNERS TO THE STRATEGIC PRIORITIES OF THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD). 1,000

WALK SAN FRANCISCO

2601 MISSION ST SUITE 400
SAN FRANCISCO,CA94110 		NONE PUBLIC CHARITY TO PROVIDE FINANCIAL SUPPORT FOR PROGRAMS THAT WILL MAKE SAN FRANCISCO THE SAFEST, MOST WALKABLE CITY IN THE UNITED STATES. 4,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		NONE PUBLIC CHARITY SUPPORT PROGRAMS THAT PROVIDE CHEF-PREPARED MEALS TO COMMUNITIES IMPACTED BY NATURAL DISASTERS AND DURING PROLONGED HUMANITARIAN CRISES 1,000

COMMUNITY CYCLING CENTER

1805 NE 2ND AVE
PORTLAND,OR97212 		NONE PUBLIC CHARITY SUPPORT FOR BUILDING A VIBRANT COMMUNITY IN WHICH PEOPLE OF ALL BACKGROUNDS USE BICYCLES TO STAY HEALTHY AND CONNECTED,PROVIDING THAT OPPORTUNITY REGARDLESS OF INCOME, EDUCATION OR BACKGROUND. 1,000

A SMILE FOR KIDS

446 SW 7TH ST
REDMOND,OR97756 		NONE PUBLIC CHARITY EMPOWERING UNDER-RESOURCED YOUTH THROUGH ORTHODONTICS, EDUCATION, AND COMMUNITY SERVICE 1,000

OHSU ABORTION CARE

2020 SW 4TH AVENUE SUITE 900
PORTLAND,OR97296 		NONE PUBLIC CHARITY IN SUPPORT OF PROGRAMS PROVIDING WOMEN WITH THE VERY BEST IN CLINICAL CARE, LEADING-EDGE SCIENTIFIC RESEARCH AND INNOVATIVE HEALTH EDUCATION 1,000

OREGON SHAKESPEARE FESIVAL

15 S PIONEER ST
ASHLAND,OR97520 		NONE PUBLIC CHARITY IN SUPPORT OF EDUCATION PROGRAMS, THE CREATION OF NEW WORK, AND THE WORK TO REVOLUTIONIZE THE FIELD OF THEATRE THROUGH RADICALLY INCLUSIVE, ACCESSIBLE, AND COLLABORATIVE PRACTICES 10,000

BUILDING BLOCKS 2 SUCCESS

PO BOX 10770
PORTLAND,OR97296 		NONE PUBLIC CHARITY IN SUPPORT OF PROGRAMS TO GET ETHNICALLY AND GENDER-DIVERSE UNDERREPRESENTED YOUTH FROM THE PORTLAND METROPOLITAN AREA EXCITED ABOUT SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) THROUGH EXPOSURE AND PARTICIPATION IN STEM-RELATED PROGRAMS AND ACTIVITIES 4,000

THE BOLD ITALIC

PO BOX 420442
SAN FRANCISCO,CA94142 		NONE PUBLIC CHARITY IN SUPPORT OF NONPROFIT MEDIA ORGANIZATION THAT PUBLISHES FIRST-PERSON STORIES ON TOPICS THAT ARE ON THE BRAINS AND LIPS OF SAN FRANCISCANS 1,000

URBAN ANGELS SF

5228 DIAMOND HEIGHTS BLVD
SAN FRANCISCO,CA94131 		NONE PUBLIC CHARITY IN SUPPORT OF ITS PROGRAM THAT GIVES DIGNITY AND HOPE TO UNHOUSED MEN, WOMEN AND CHILDREN LIVING IN SAN FRANCISCO AND THOSE LIVING AT THE POVERTY LEVEL BY RALLYING COMMUNITY SUPPORT TO PROVIDE THEM WITH FRONTLINE AID 1,000

SAN FRANCISCO BEAGLE COALITION

PO BOX 580327
ELK GROVE,CA95758 		NONE PUBLIC CHARITY FINANCIAL SUPPORT TO HELP BEAGLES FIND LOVING HOMES THROUGHOUT THE NORTHERN CALIFORNIA REGION AND PROVIDE EDUCATION TO CURRENT AND POTENTIAL BEAGLE OWNERS ABOUT THIS MARVELOUS, CHALLENGING BREED 1,000

MAUI FOOD BANK

460 KOLU ST
WAILUKU,HI96793 		NONE PUBLIC CHARITY TO SUPPORT ITS PROGRAM THAT PROVIDES SAFE AND NUTRITIOUS FOOD TO ANYONE IN MAUI COUNTY WHO IS AT RISK OF GOING HUNGRY. 1,027

SUNSHINE DIVISION INC

687 NORTH THOMPSON ST
PORTLAND,OR97227 		NONE PUBLIC CHARITY TO PROVIDE RESOURCES IN SUPPORT OF COMMUNITY HUNGER THROUGH FOOD PANTRIES, EMERGENCY HOME-DELIVER PROGRAM, HOLIDAY FOOD BOXES, AND DISTRIBUTION OF FOOD THROUGH COMMUNITY PARTNERS 500

ACLU OF COLORADO

303 E 17TH AVE
DENVER,CO80203 		NONE PUBLIC CHARITY IN SUPPORT OF PROGRAMS TO PROTECT, DEFEND AND EXTEND THE CIVIL RIGHTS AND CIVIL LIBERTIES OF ALL PEOPLE IN COLORADO THROUGH LITIGATION, EDUCATION ANDADVOCACY 5,000

KQED PUBLIC MEDIA

PO BOX 5003
HAGERSTOWN,MD21741 		NONE PUBLIC CHARITY IN SUPPORT OF PROGRAMS TO HELP ENRICH LIVES BY PROVIDING QUALITY PROGRAMMING AS WELL AS RESOURCES THAT STRENGTHEN MEDIA LITERACY SKILLS, EMPOWER YOUTH VOICES AND ENCOURAGE CIVIL DISCOURSE 1,000

PARENTS FOR PUBLIC SCHOOLS OF SAN FRANCISCO

3543 18TH ST SUITE 1
SAN FRANCISCO,CA94110 		NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR PRGRAMS THAT HELP FAMILIES TO NAVIGATE SFUSD ENROLLMENT, UNDERSTAND EDUCATION POLICY AND DECISION-MAKING, AND TO BECOME EMPOWERED, ENGAGED MEMBERS OF THEIR SCHOOL COMMUNITIES 1,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY IN SUPPORT OF ITS PROGRAM THAT PROVIDES AID IN NEARLY 60 COUNTRIES TO PEOPLE WHOSE SURVIVAL IS THREATENED BY VIOLENCE, NEGLECT, OR CATASTROPHE, PRIMARILY DUE TO ARMED CONFLICT, EPIDEMICS, MALNUTRITION, EXCLUSION FROM HEALTH CARE, OR NATURAL DISASTERS. 4,000

COLORADO ORGANIZATION FOR VICTIMS ASSISTANCE

1325 S COLORADO BLVD SUITE 508B
DENVER,CO80222 		NONE PUBLIC CHARITY IN SUPPORT OF PROGRAMS PROVIDING ASSISTANCE TO VICTIMS OF CRIME, SURVIVORS OF CRIME, CONCERNED CITIZENS, AND MEMBERS OF ALLIED PROFESSIONS (HUMAN SERVICES, EDUCATION, MENTAL HEALTH, CLERGY, ETC.). 3,000

URBAN VISION ALLIANCE

5214F DIAMOND HEIGHTS BLVD 3408
SAN FRANCISCO,CA94131 		NONE PUBLIC CHARITY IN SUPPORT OF ITS PROGRAM THAT HELPS CITIES CREATE AN EFFECTIVE HOMELESSNESS MANAGEMENT SYSTEM BY OFFERING STRATEGIES AND TOOLS THAT MAKE IT EASIER FOR CITIES TO BREAK DOWN SILOS, LOWER COSTS, UNLOCK RESOURCES, AND INCREASE TRANSPARENCY WITH LARGE-SCALE COLLABORATION 1,000

GLOBAL GIVING

1 THOMAS CIRCLE NW SUITE 800
WASHINGTON,DC20005 		NONE PUBLIC CHARITY TO SUPPORT HUMANITARIAN ASSISTANCE IN IMPACTED COMMUNITIES IN UKRAINE AND SURROUNDING REGIONS WHERE REFUGEES HAVE FLED, INCLUDING FOOD, SHELTER, CLEAN WATER, HEALTH CARE, EDUCATION, AND ECONOMIC ASSISTANCE. 1,000
Total .................................right arrow 3a 102,027
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,116  
4 Dividends and interest from securities ....     14 74,595  
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 ............ 		    14 -63,721  
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 15,990 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,990
(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:
KAVE FAMILY FOUNDATION
EIN:
93-1280694
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,947 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
KAVE FAMILY FOUNDATION
EIN:
93-1280694
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 16,498 27,120
AT&T INC 28,917 24,935
AMCOR PLCORD USD 0.01 19,206 15,414
AMERICAN ELECTRIC POWER COMPANY INC 25,732 23,879
AMGEN INC 20,121 26,210
BCE INCNEW 36,764 29,811
BRITISH AMERN TOBACCO PLC SPONS ADR 25P 21,910 17,457
CANADIAN IMPERIAL BANK 17,950 18,775
CHEVRON 13,688 13,126
COCA COLA 15,535 15,499
CONAGRA BRANDS INC 15,297 12,524
CROWN CASTLE INC 25,853 20,043
DOMINION ENERGY INC 41,076 27,072
DUKE ENERGY CORP NEW 37,382 38,137
ENBRIDGE INC 36,479 33,751
ENTERGY CORP 21,934 21,048
GILEAD SCIENCES INC 13,711 17,903
HUNTINGTON BANCSHRES INC 24,664 22,400
KENVUE INC 14,179 15,179
KIMBERLY CLARK CORP 31,517 27,704
LYONDELLBASELL INDUSTRIES N V ORD SHSCL A 30,215 32,422
MEDTRONIC PLC 18,453 18,783
NATIONAL GRID PLCSPON ADR NEW 2017 40,912 38,754
PHILIP MORRIS INTL INC 41,990 41,207
PNC FINANCIAL SERVICES GROUP INC 30,066 27,254
PPL CORP 16,195 14,038
PAYCHECKS 10,211 10,124
PFIZER INC 29,979 20,153
REALTY INCOME CORP 13,811 11,771
SOUTHERN COMPANY 16,705 17,057
TC ENERGY CORP 23,437 28,048
TOTALENERGIES SESPON ADR 28,754 24,822
TRUIST FINANCIAL CORP 38,525 48,311
UNILEVER PLC SPONSORED ADR NEW 31,882 22,226
UNITED PARCEL SERVICEINC CL B 11,370 12,459
U S BANCORP DE 20,489 17,610
VERIZON COMMUNICATIONS INC 32,972 30,686
VODAFONE GROUP PLC NEW SPON ADR NO PAR 50,335 38,190
WILLIAMS COS INC DEL 26,911 34,064
EXCEL ENERGY INC 15,007 15,787
ABBVIE INC 11,159 18,596
ABBOTT LABORATORIES 20,412 19,923
ACCENTURE PLC IRELANDCL A NEW 12,772 27,020
AMERICAN EXPRESS CO 13,111 17,985
AMERICAN TOWER CORP 19,746 22,667
ELEVANCE HEALTH INC 12,833 17,448
APPLE INC 25,326 57,952
BROADCOM INC 15,854 36,836
CHEVRON CORP 13,929 17,303
COMCAST CORP 19,015 19,426
EATON CORP PLC 11,519 18,543
EXXON 21,072 18,696
FIDELITY NATIONAL INFORMATION SERVICESINC 12,694 9,851
HONEYWELL INTL INC 10,474 15,728
JPMORGAN CHASE & CO 12,854 24,665
LINDE PLC 13,359 25,053
LOWES COMPANIES INC 7,120 18,917
MARSH & MCLENNAN COS INC 9,017 18,379
MASTERCARD INCCL A 17,595 21,326
MCDONALDS CORP 10,049 15,122
MICROSOFT CORP 21,881 55,654
MONDELEZ INTERNATIONALINC CL A 10,592 14,848
MOTOROLA SOLUTIONS INC NEW 14,039 26,613
NEXTERA ENERGY INC 16,206 19,862
NORTHROP GRUMMAN CORP 11,069 9,831
PHILIP MORRIS INTL INC 13,253 13,171
PACKAGING CORP OFAMERICA 5,856 10,915
PEPSICO INC 10,768 14,436
PROLOGIS INC 15,463 21,195
S&P GLOBAL 14,319 16,299
SCHWAB CHARLES CORP NEW 16,872 19,058
TJX COS INC NEW 12,842 17,824
TEXAS INSTRUMENTS INC 13,457 17,898
TRANE TECHNOLOGIES PLC 4,205 15,366
UNION PACIFIC CORP 7,367 14,737
UNITEDHEALTH GROUP INC 10,374 26,850
WALMART INC 12,011 13,243
WEC ENERGY GROUP INC 12,760 14,561
ZOETIS INC 15,878 16,579
APTIV PLC 15,404 13,099
ALIGN TECHNOLOGY 11,655 12,056
ALPHABET INCCL C 14,254 36,783
AMAZON.COM INC 10,099 27,197
AMERICAN TOWER CORP NEW 13,375 14,132
AMPHENOL CORPCLASS A NEW 15,330 18,736
APPLE INC 4,904 42,549
ARISTA NETWORKS 10,741 15,073
BLACKROCK INC 8,167 13,801
BOSTON SCIENTIFIC CORP 14,488 15,667
CHIPOTLE MEXICAN GRILL 12,405 18,296
COCA-COLA COMPANY 14,181 14,202
COPART INC 7,711 13,034
COSTCO WHOLESALE CORP 7,061 17,162
EOG RESOURCES INC 12,618 14,998
EXXON MOBIL CORP 12,626 12,797
FASTENAL 13,439 15,286
FISERVE INC 15,203 15,011
GE HEALTHCARE TECHNOLOGIES 14,501 15,928
JACK HENRY AND ASSOC 13,709 14,053
INTUIT INC 11,822 17,501
JPMORGAN CHASE & CO 16,794 22,964
LAM RESEARCH CORP 8,015 13,315
MASTERCARD INCCL A 12,653 17,487
MERCK & COMPANY INC NEW 11,935 14,936
METTLER TOLETO INTL 12,897 12,130
MICROSOFT CORP 27,026 56,030
NVIDIA CORP 4,924 36,151
PAYCHEX INC 13,440 13,102
PINNACLE WEST CAPITALCORP 11,669 12,141
PIONEER NATURALRESOURCES CO 9,844 14,842
S&P GLOBAL INC 11,931 12,775
SERVICENOW INC 14,617 18,369
SHERWIN WILLIAMS 13,272 16,843
SPOTIFY TECHNOLOGY 10,674 10,899
STARBUCKS 10,444 9,505
THERMO FISHERSCIENTIFIC INC 5,027 9,023
TRACTOR SUPPLY CO 13,530 13,117
UNION PACIFIC CORP 11,855 14,983
UNITEDHEALTH GROUP INC 18,535 18,953
WASTE MANAGEMENT INC 12,078 13,970

TY 2023 OtherDecreasesSchedule
Name:
KAVE FAMILY FOUNDATION
EIN:
93-1280694
Description Amount
ACCOUNTING ADJUSTMENT 15,217
PRIOR YEAR FEDERAL TAX PAYMENT 11,414
PY DONATION CLEARED IN 2023 2,000


TY 2023 OtherProfessionalFeesSchedule
Name:
KAVE FAMILY FOUNDATION
EIN:
93-1280694
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 24,401 24,401   0


TY 2023 TaxesSchedule
Name:
KAVE FAMILY FOUNDATION
EIN:
93-1280694
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,797 0   0