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
VATHEUER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 544
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOBART, WA980250544
A Employer identification number

93-1218806
B Telephone number (see instructions)

(503) 246-9272
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$52,935,601J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,339
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 131,234 131,234  
5a Gross rents............ 3,994,926 3,994,926  
b Net rental income or (loss) 1,731,826
6a Net gain or (loss) from sale of assets not on line 10 70,260
b Gross sales price for all assets on line 6a 70,260
7 Capital gain net income (from Part IV, line 2)... 70,260
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
110 0  
12 Total. Add lines 1 through 11........ 4,198,869 4,196,420  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 206,172 37,033   169,139
14 Other employee salaries and wages...... 151,635 11,407   140,228
15 Pension plans, employee benefits....... 65,523 3,727   61,796
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,472 0   12,472
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109,677 16,711   92,966
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
895,957 650,231   245,726
17 Interest............... 81 0   81
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
363,133 316,521   24,612
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
710,751 702,631  
20 Occupancy.............. 605,969 600,766   5,203
21 Travel, conferences, and meetings....... 83,769 238   83,531
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
98,405 470   97,935
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,303,544 2,339,735   933,689
25 Contributions, gifts, grants paid....... 1,813,709 1,813,709
26 Total expenses and disbursements. Add lines 24 and 25 5,117,253 2,339,735   2,747,398
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -918,384
b Net investment income (if negative, enter -0-) 1,856,685
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............. 5,032 1,000 1,000
2 Savings and temporary cash investments......... 928,632 984,680 984,680
3 Accounts receivable right arrow13,487
Less: allowance for doubtful accounts right arrow   26,226 13,487 13,487
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 arrow90,000
Less: allowance for doubtful accounts right arrow0 40,000 90,000 90,000
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)....... 5,718,147 Click to see attachment
List of Attached Documents:
// Content
4,497,681 		4,497,681
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow49,504,750
Less: accumulated depreciation (attach schedule) right arrow5,719,481 44,091,744 Click to see attachment
List of Attached Documents:
// Content
43,785,269 		43,785,269
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow1,003,551
Less: accumulated depreciation (attach schedule) right arrow19,955 218,647 Click to see attachment
List of Attached Documents:
// Content
983,596 		983,596
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,264,604 		Click to see attachment
List of Attached Documents:
// Content
2,579,888 		Click to see attachment
List of Attached Documents:
// Content
2,579,888
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,293,032 52,935,601 52,935,601
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) Click to see attachment
List of Attached Documents:
// Content
176,427 		Click to see attachment
List of Attached Documents:
// Content
171,018
23 Total liabilities (add lines 17 through 22)......... 176,427 171,018
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 53,116,605 52,764,583
29 Total net assets or fund balances (see instructions)..... 53,116,605 52,764,583
30 Total liabilities and net assets/fund balances (see instructions). 53,293,032 52,935,601
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
53,116,605
2
Enter amount from Part I, line 27a .....................
2
-918,384
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
566,362
4
Add lines 1, 2, and 3 ..........................
4
52,764,583
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
52,764,583
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 CAPITAL GAIN DISTRIBUTIONS      
b SALE OF CHARITABLE USE ASSET P    
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 69,587     69,587
b 673     673
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       69,587
b       673
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 70,260
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 25,808
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 25,808
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 25,808
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,755
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,755
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 26,947
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow26,947 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
Yes
 
If "Yes," attach a detailed description of the activities.Click to see attachment
List of Attached Documents:
// Content
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
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 arrowWWW.VATHEUERFOUNDATION.ORG
14
The books are in care ofright arrowSTEFAN VATHEUER Telephone no.right arrow (503) 246-9272

Located atright arrowPO BOX 544HOBARTWA ZIP+4right arrow980250544
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowMX
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
Yes
 
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
 
No
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
STEFAN VATHEUER DIRECTOR/PRESIDENT
45.00 		206,172 6,185 0
PO BOX 544
HOBART,WA980250544
MARTIN VATHEUER DIRECTOR
2.00 		0 0 0
PO BOX 544
HOBART,WA980250544
JEANNINE ANSTISS DIRECTOR
2.00 		0 0 0
PO BOX 544
HOBART,WA980250544
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
PRINCETON PROPERTY MANAGEMENT PROPERTY MANAGEMENT 538,624
7831 SE LAKE RD 200
PORTLAND,OR97267
THOMAS DIXON PROGRAM SUPPORT 108,141
13 SOUTH STREET WEST
ELMIRA,ONN3B 1K7
CA
RED TELESCOPE GLOBAL PROGRAM SUPPORT 88,748
16901 118TH AVE NE
BOTHELL,WA98025
CFO SELECTIONS ACCOUNTING & PROGRAM SUPPORT 70,963
3150 RICHARDS RD SUITE 150
BELLEVUE,WA98005
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION IS IN THE PROCESS OF DEVELOPING A SOLAR ELECTRICITY PROGRAM DESIGNED TO PROVIDE POWER TO LOW-INCOME FAMILIES AND 501(C)(3) NONPROFIT ORGANIZATIONS IN OREGON AT A DISCOUNTED RATE FROM MARKET PRICES. THE SOLAR ARRAY'S DESIGN HAS BEEN COMPLETED, AND ORDERS FOR SOLAR PANELS AND OTHER ESSENTIAL COMPONENTS HAVE BEEN PLACED. TO DATE, EXPENSES HAVE INCLUDED DESIGN COSTS AND DEPOSITS ON EQUIPMENT. CONSTRUCTION WILL CONTINUE IN 2024, WITH THE ARRAY EXPECTED TO BE OPERATIONAL IN 2025. THE EXACT NUMBER OF BENEFICIARIES WILL BE DETERMINED ONCE THE PROJECT IS FULLY OPERATIONAL. 773,070
2 ECONOMIC, BUSINESS, EDUCATIONAL AND HEALTH CARE DEVELOPMENT IN MEXICO, BENEFITING APPROX. 350 FAMILIES IN 30 RURAL COMMUNITIES. PROGRAMS INCLUDE AGRICULTURAL AND FARMING TECHNICAL SUPPORT AND COMMERCIALIZATION, AGRICULTURAL BUSINESS ENTITY FORMATION AND ORGANIZATION, WATER CONSERVATION AND DISTRIBUTION, FINANCIAL EDUCATION, ENTREPRENEURSHIP AND SCHOLARSHIP PROGRAMS. 499,241
3 TO SUPPORT ORGANIZATIONS THAT CONDUCT RESEARCH AND PROVIDE SERVICES IN APPLIED SCIENCES, INCENTIVIZING AND MONITORING HEALTH INTERVENTIONS, MEDICAL IMAGING AND DIAGNOSIS, REGENERATIVE MEDICINE, AND SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS. 143,572
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 MIX SABORES DE OAXACA S.A. DE C.V. (MSO) - EQUITY PROGRAM-RELATED INVESTMENT IN MSO, AN ENTITY FORMED TO RECEIVE SOCIAL INVESTMENTS WITH THE INTENT OF PROVIDING ATTRACTIVE MARKETS FOR ECONOMICALLY DISADVANTAGED SMALLHOLDER FARMERS OF THE MIXTECA AND SIMILAR REGIONS OF OAXACA STATE, MEXICO TO DEVELOP PROFITABLE MARKETS FOR ITS NATURAL FOOD PRODUCTS AND TO CONTRIBUTE TO THE FINANCIAL SUSTAINABILITY OF RURAL COMMUNITIES, NOT ONLY BY PURCHASING FRUIT AND GENERATING EMPLOYMENT, BUT BY USING ITS PROFITS TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS TO RUN PROJECTS AND INITIATIVES THAT BENEFIT THE RURAL COMMUNITIES WHERE FRUIT AND OTHER AGRICULTURAL PRODUCTS ARE SOURCED. 288,657
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow288,657
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
4,708,743
b
Average of monthly cash balances.......................
1b
1,454,406
c
Fair market value of all other assets (see instructions)................
1c
44,929,515
d
Total (add lines 1a, b, and c).........................
1d
51,092,664
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
51,092,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
766,390
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,326,274
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,516,314
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
2,516,314
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,808
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,808
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,490,506
4
Recoveries of amounts treated as qualifying distributions................
4
673
5
Add lines 3 and 4............................
5
2,491,179
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
2,491,179
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
2,747,398
b
Program-related investments—total from Part VIII-B..................
1b
288,657
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
773,070
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
3,809,125
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 2,491,179
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...... 1,250,131
b From 2019...... 80,022
c From 2020......  
d From 2021......  
e From 2022...... 35,085
f Total of lines 3a through e ........ 1,365,238
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,809,125
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..... 2,491,179
e Remaining amount distributed out of corpus 1,317,946
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 2,683,184
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) ... 		1,250,131
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,433,053
10 Analysis of line 9:
a Excess from 2019.... 80,022
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 35,085
e Excess from 2023.... 1,317,946
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SUSTAINABLE AGRICULTURE AND FOOD SYSTEM FUNDERS (SAFSF)

133 EAST DE LA GUERRA 306
SANTA BARBARA,CA93101 		  PC SUPPORT OF SAFSF FILM DOCUMENTARY AND WORK WITH THE NATIONAL ASSOCIATION OF STATE DEPARTMENTS OF AGRICULTURE ANNUAL FORUM. 55,000

PSU FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SPONSOR (8) 2024 ENGINEERING DEGREE SCHOLARSHIPS. 84,000

OHSU FOUNDATION

1121 SW SALMON STREET SUITE 100
PORTLAND,OR97205 		  PC SUPPORT FOR EVALUATION OF A NOVEL AND EFFECTIVE TREATMENT TO REDUCE MATERNAL MORTALITY DUE TO POSTPARTUM HEMORRHAGE. 150,000

OHSU FOUNDATION

1121 SW SALMON STREET SUITE 100
PORTLAND,OR97205 		  PC SUPPORT ADVANCED CRITICAL MEDICAL RESEARCH AT CENTER FOR REGENERATIVE MEDICINE, CENTER INFRASTRUCTURE/LAB AND PRODUCT INNOVATION. 150,000

NEW COVENANT MISSIONS

PO BOX 218
COEUR DALENE,ID83816 		  PC AFRICA SUB-SAHARA, SAHEL AND ETHIOPIA SOCIAL BENEFIT PROGRAMS AND HUMANITARIAN RELIEF INCLUDING ASSISTANCE WITH BASIC LIVING NECESSITIES. 177,000

PROJECT 41

21350 ALBATROSS WAY
REDDING,CA96003 		  PC KENYA SAFETAP PROJECT - A PILOT WATER FILTRATION INITIATIVE IN NAIROBI AND EXPANDED INTO BENI, DRC. 140,000

UW FOUNDATION

407 GERBERDING HALL BOX 351210
SEATTLE,WA98195 		  PC PARTNERS IN PREVENTION OF SCHOOL VIOLENCE PROJECT, EVOLVING INTO THE VIOLENCE PREVENTION AND TRANSFORMATION RESEARCH COLLABORATIVE SUPPORTING DR. ERIC MADFIS RESEARCH ON COUNTERMEASURES TO GUN VIOLENCE. 150,000

GREEN EMPOWERMENT

140 SW YAMHILL ST
PORTLAND,OR97204 		  PC SUPPORT FOR SEVERAL LATIN AMERICAN/SE ASIAN/AFRICAN INITIATIVES FOCUSING ON ENERGY AND POWER NEEDS, AGRICULTURAL, HEALTH AND COMMUNITY DEVELOPMENT. 378,884

ACT FOR CONGO

23512 LAKE FRONTAL ROAD
MONROE,WA98272 		  PC RELIEF FOR VICTIMS OF VIOLENCE AND INTERNAL DISPLACEMENT IN THE FORM OF PROVIDING BASIC NEEDS, SKILLS DEVELOPMENT AND COMMUNITY DEVELOPMENT AND EDUCATION IN CAMPS AND SCHOOLS IN GOMA AND BENI, DEMOCRATIC REPUBLIC OF CONGO. 50,000

PACIFIC NW TRIBAL LENDING

12 BELLWETHER WAY SUITE 224
BELLINGHAM,WA98225 		  PC SUPPORT FOR PROGRAM DEVELOPMENT TO ACCOMPANY INVESTMENT LOAN. 20,000

THE BACKSTAGE FOUNDATION

108 E MAIN ST SUITE 207
MONROE,WA98272 		  PC SUPPORT FOR OPERATIONS BENEFITTING GIFTED YOUNG DANCERS WHO FACE FINANCIAL CHALLENGES IN CONTINUING THEIR DANCE EDUCATION. 25,000

THE GARAGE

235 1ST AVE
ISSAQUAH,WA98027 		  PC SUPPORT EMPLOYMENT OF A PROGRAM COORDINATOR AND GENERAL FUNDS FOR OPERATIONS THAT PROVIDE AFTER-SCHOOL PROGRAMS FOR TEENS. 25,000

VINE MAPLE PLACE

PO BOX 1092
MAPLE VALLEY,WA98038 		  PC SUPPORT FOR OPERATIONS OF PROGRAMS AND EDUCATION BENEFITTING YOUTH, ADULTS AND FAMILIES EXPERIENCING HOMELESSNESS AND RELATED LIFE ISSUES. 25,000

SPECIAL HOPE NETWORK

PO BOX 50543
BELLEVUE,WA98015 		  PC PURCHASE OF PERMANENT COMMUNITY CARE CENTER FOR CHILDREN REQUIRING SPECIAL CARE AND THEIR FAMILIES IN LUSAKA, ZAMBIA. 82,000

COLLEGE POSSIBLE WASHINGTON

3211 MARTIN LUTHER KING JR WAY
SOUTH SUITE A
SEATTLE,WA98144 		  PC SUPPORT PROGRAM ADDRESSING BARRIERS TO COLLEGE DEGREES, INCLUDING NEAR-PEER COACHES AND INTENSIVE CURRICULUM. 5,000

MYRAID USA

10 ROCKEFELLER PLAZA 16TH FLOOR
NEW YORK,NY10020 		  PC SUPPORT TO GOODWILL DEVELOPMENT ASSOCIATION IN ETHIOPIA FOR PHILIPS LUMIFY ULTRASOUND DEVICE TRAINING AND ASSOCIATED EXPENSES. 5,500

MT BAKER COMMUNITY CLUB

2811 MT RAINIER DRIVE SOUTH
SEATTLE,WA98144 		  PC SUPPORT FOR MARTIN LUTHER KING JR. SCHOLARSHIP AWARDS FOR STUDENTS SHOWING FINANCIAL NEED TO ATTEND COLLEGES OR UNIVERSITIES. 10,000

CWU FOUNDATION

400 EAST UNIVERSITY WAY
ELLENSBURG,WA98926 		  PC SUPPORT DEVELOPMENT AND SCHOLARSHIPS FOR CWU AGRICULTURAL BUSINESS PROGRAM, PRE-MED SCHOLARSHIPS AND DOUGLAS HONORS COLLEGE. 85,000

HAWAII COMMUNITY LENDING

PO BOX 210
WAIMANALO,HI96795 		  PC DISASTER SUPPORT FOR LAHAINA, MAUI STUDENT FUND. 25,000

UNIVERSITY OF HAWAII FOUNDATION

1314 S KING ST STE B
HONOLULU,HI96814 		  PC DISASTER SUPPORT FOR LAHAINA, MAUI FIRE DISPLACEMENT FUND. 25,000

GLOBAL HEALTH MINISTRIES

7831 HICKORY ST NE
MINNEAPOLIS,MN55432 		  PC FOR PURCHASE OF 2 GE BUTTERFLY ULTRASOUND DEVICES TO PROVIDE HEALTH CARE IN UNDERSERVED AREAS OF NORTHERN TANZANIA. 5,200

MAPLE HILLS MARLINS

PO BOX 343
ISSAQUAH,WA98050 		  PC FUNDS FOR YOUTH SCHOLARSHIP SUPPORT. 10,000

SAFE CROSSINGS FOUNDATION

4210 SW OREGON ST STE H
SEATTLE,WA98116 		  PC FUNDS FOR CHILD & FAMILY GRIEVING SUPPORT. 20,000

MYRAID USA

10 ROCKEFELLER PLAZA 16TH FLOOR
NEW YORK,NY10020 		  PC SUPPORT INSTALLATION OF AGRICULTURAL SCHOOL AND CURRICULUM DEVELOPMENT IN DEMOCRATIC REPUBLIC OF CONGO. 50,000
FJV


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
RAC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
ZVMJ


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
IEGR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
IHM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
KRG


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
KALP


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
LMD


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
LZLA


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
MAGC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
NAMM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
PEHH


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
VMHR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,691
PVM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
AAOM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
AMJ


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
GMG


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
GTR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
EJR


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
EGLS


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
HGJI


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
RMI


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
REAC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
RABDC


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
SLPL


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
IZRH


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
LSHM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
NLGM


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I EDUCATIONAL SCHOLARSHIP TO UNDERSERVED INDIVIDUALS. FULL NAME OF INDIVIDUAL WITHHELD DUE TO PRIVACY NEEDS. 1,265
GRANTS TO UNDERSERVED INDIVIDUALS


PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I GRANTS UNDER $1,000 EACH TO UNDERSERVED INDIVIDUALS FOR ASSISTANCE. 20,167
Total .................................right arrow 3a 1,813,709
bApproved for future payment

NEW COVENANT MISSIONS
PO BOX 218
COEUR DALENE,ID83816 		  PC AFRICA SUB-SAHARA, SAHEL AND ETHIOPIA SOCIAL BENEFIT PROGRAMS AND HUMANITARIAN RELIEF INCLUDING ASSISTANCE WITH BASIC LIVING NECESSITIES. 123,000
GRANTS TO UNDERSERVED INDIVIDUALS

PROLONGACION DE CALZADA MADERO 1906
OAXACA DE JUAREZ,OAXACA68030
MX 		NONE I GRANTS UNDER $1,000 EACH TO UNDERSERVED INDIVIDUALS FOR ASSISTANCE. 40,929
Total ................................. right arrow 3b 163,929
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 131,234  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,731,826  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 70,260  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFOREIGN EXCHANGE GAIN 		    01 110  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,933,430 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,933,430
(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.
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with the preparer shown below?
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 109,677 16,711   92,966

TY 2023 ActyNotPreviouslyRptExpln
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Explanation:
THE FOUNDATION IS CURRENTLY DEVELOPING A SOLAR ELECTRICITY PROGRAM AIMED AT SUPPORTING LOW-INCOME FAMILIES AND SECTION 501(C)(3) CHARITABLE ORGANIZATIONS BY OFFERING THEM ACCESS TO SOLAR POWER AT RATES THAT ARE MORE AFFORDABLE THAN THE PREVAILING MARKET PRICES. THIS INITIATIVE ALIGNS WITH THE FOUNDATION'S KEY IMPACT AREA OF PROVIDING COMMUNITY SUPPORT BY FOSTERING LONG-TERM, INTERDEPENDENT, VIBRANT, AND HEALTHY COMMUNITIES. THE FOUNDATION VIEWS THE PROVISION OF RENEWABLE ENERGY SOLUTIONS TO UNDERPRIVILEGED COMMUNITIES AS A CRITICAL COMPONENT OF FULFILLING ITS MISSION. THIS PROJECT REPRESENTS A SIGNIFICANT EXPANSION IN THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES TO PROMOTE SUSTAINABLE ENERGY SOLUTIONS AND ENHANCE COMMUNITY SUPPORT. THE PROGRAM IS ANTICIPATED TO CREATE A LASTING POSITIVE IMPACT ON THE COMMUNITIES IT TARGETS. FOR MORE INFORMATION ON THE CURRENT STATUS OF THE PROJECT, PLEASE REFER TO STATEMENT 17.

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TY 2023 DepreciationSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OAK GLEN APT- BUILDING 2015-10-01 14,261,400 3,759,821 SL 27.500000000000 518,596 518,596    
OAK GLEN APT- LAND 2015-10-01 2,838,600   L   0 0    
BRONSON - LAND 2015-10-01 3,064,600   L   0 0    
BRONSON - BUILDING 2015-10-01 4,635,400 861,706 SL 39.000000000000 118,856 118,856    
OAK GLEN APT- ROOF REPLACEMENT 2018-04-30 121,290 20,584 SL 27.500000000000 4,411 4,411    
BRONSON - SWING GATE 2018-01-31 20,302 14,259 SL 7.000000000000 2,900 2,900    
BUILDING 1-6 UNITS 2015-10-01 584,797 154,172 SL 27.500000000000 21,265 21,265    
BUILDING 2-6 UNITS 2015-10-01 584,798 154,173 SL 27.500000000000 21,265 21,265    
LAND 2015-10-01 475,405   L   0 0    
OAK GLEN APT- ROOF REPLACEMENT 2019-03-31 221,795 30,244 SL 27.500000000000 8,065 8,065    
PFM NISSAN NP 300 TRUCK 2020-09-30 17,887 8,048 SL 5.000000000000 3,577 0    
BRONSON EQUIPMENT 2017-05-30 6,913 6,913 SL 5.000000000000 0 0    
BRONSON FURNITURE 2017-09-28 5,570 4,178 SL 7.000000000000 796 796    
BRONSON - ROOF 2021-05-01 252,535 10,792 SL 39.000000000000 6,475 6,475    
PFM NISSAN FRONTIER TRUCK 2022-03-01 22,712 3,785 SL 5.000000000000 4,542 0    

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TY 2023 ExpenditureResponsibilityStmt
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MIX SABORES OAXACA SA DE CV
  		ARTICULO 123 NO 125 COL GRANJAS Y
HUERTOS BRNAM
OAXACA CP   68285
MX 		2018-07-11 1,327,708 EQUITY PROGRAM-RELATED INVESTMENT IN MSO, AN ECONOMIC DEVELOPMENT ACTIVITY. 1,327,708 TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS HAVE BEEN DIVERTED 3/22/2019, 2/28/2020, 3/16/2021, 12/31/2021, 12/31/2022, 12/31/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. MSO COMPLIES WITH MEXICAN GOVERNMENTAL REQUIREMENTS FOR INDEPENDENT VERIFICATION.

TY 2023 GeneralExplanationAttachment
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-A, LINE 11 SCHEDULE OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:MIX SABORES DE OAXACA S.A. DE C.V.ARTICULO 123 NO. 125, COL. GRANJAS Y HUERTOS BRENAMIEL SAN JACINTO AMILPAS, OAXACA C.P. 68285MEXICOEMPLOYER IDENTIFICATION NUMBER:NONEDESCRIPTION OF TRANSFER:CAPITAL CONTRIBUTIONAMOUNT OF TRANSFER:288,657
  FORM 990-PF, PART XIV, LINE 3 THE FOUNDATION UNDERSTANDS, PURSUANT TO TREAS. REG. 1.6033-3(A)(2), IT SHOULD LIST THE NAMES AND ADDRESSES OF CERTAIN INDIVIDUALS ON THE FORM 990-PF. HOWEVER, DUE TO SECURITY RISKS TO THE GRANTEES, THIS DATA HAS NOT BEEN DISCLOSED ON THE RETURN AS IT IS OPEN TO PUBLIC DISCLOSURE. THE INFORMATION IS AVAILABLE TO THE IRS IF REQUESTED.

TY 2023 InvestmentsCorpStockSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Name of Stock End of Year Book Value End of Year Fair Market Value
AUXIER FOCUS FUND 2,621,669 2,621,669
SCHWAB INVESTMENT 1,876,012 1,876,012

TY 2023 InvestmentsLandSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BRONSON - MACHINERY AND EQUIPMENT 12,483 11,886 597 597
ALEXANDER ROWHOUSE 1,169,595 350,879 818,716 818,716
LAND- ALEXANDER ROWHOUSE 475,405 0 475,405 475,405
OAK GLEN APT- BUILDING 14,604,485 4,341,723 10,262,762 10,262,762
LAND- OAK GLEN APT 2,838,600 0 2,838,600 2,838,600
LAND - BRONSON 3,064,600 0 3,064,600 3,064,600
BRONSON - BUILDING 4,908,237 1,014,993 3,893,244 3,893,244
ACCUMULATED UNREALIZED GAIN/LOSS ON BASIS OF BLDGS 22,431,345 0 22,431,345 22,431,345

TY 2023 LandEtcSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
PFM NISSAN NP 300 TRUCK 17,887 11,627 6,260 6,260
OAXACA OFFICE LAND 126,588 0 126,588 126,588
OAXACA OFFICE BUILDING 63,294 0 63,294 63,294
PFM NISSAN FRONTIER TRUCK 22,712 8,328 14,384 14,384
BRONSON SOLAR - CIP 773,070 0 773,070 773,070


TY 2023 LegalFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,472 0   12,472


TY 2023 OtherAssetsSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MIX SABORES DE OAXACA S.A. DE C.V. - PRI 1,039,051 1,327,708 1,327,708
PROPERTY TAX 125,553 152,180 152,180
OBSTETRX, INC. - MRI 1,100,000 1,100,000 1,100,000


TY 2023 OtherExpensesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 25,105 470   24,635
INSURANCE 16,952 0   16,952
OTHER PROGRAM EXPENSE 56,348 0   56,348


TY 2023 OtherIncomeSchedule2
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FOREIGN EXCHANGE GAIN 110   110


TY 2023 OtherIncreasesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Amount
UNREALIZED GAIN 566,362


TY 2023 OtherLiabilitiesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS LIABILITIES 136,380 137,112
RENTAL RECEIPTS 40,047 33,906


TY 2023 OtherProfessionalFeesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM AND IT CONSULTANTS 247,150 1,424   245,726
INVESTMENT MANAGEMENT 5,473 5,473   0
PROP. MGMT SALARIES 12,737 12,737   0
ADMINISTRATIVE EXPENSES 5,316 5,316   0
MANAGEMENT FEE 10,139 10,139   0
PROP. MGMT SALARIES 265,411 265,411   0
ADMIN EXPENSES 65,166 65,166   0
MANAGEMENT FEE 93,183 93,183   0
PROP. MGMT SALARIES 115,558 115,558   0
ADMIN EXPENSES 34,227 34,227   0
MANAGEMENT FEE 41,597 41,597   0


TY 2023 TaxesSchedule
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 22,000 0   0
LICENSES & TAXES 380 100   280
STATE TAXES 6,046 0   6,046
VAT TAX 18,286 0   18,286
FOREIGN TAXES 50 50   0
PROPERTY TAXES 38,546 38,546   0
TAXES AND LICENSES 100 100   0
TAXES AND LICENSES 100 100   0
LICENSE & TAXES 1,111 1,111   0
PROPERTY TAXES 192,960 192,960   0
PROPERTY TAXES 83,056 83,056   0
TAXES AND LICENSES 498 498   0


TY 2023 TransfersToControlledEntities
Name:
VATHEUER FAMILY FOUNDATION INC
EIN:
93-1218806
Name US /
Foreign Address		 EIN Description Amount
MIX SABORES DE OAXACA SA DE CV ARTICULO 123 NO 125 COL GRANJAS Y
HURETOS BRENAMIEL SAN JACINTO AMILP
OAXACA   CP 68285
MX 		000000000 CAPITAL CONTRIBUTION 288,657
Total     288,657