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
R H PARKERUNITED FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4487 515 EAST BURNSIDE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

93-1155287
B Telephone number (see instructions)

(503) 238-6480
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$13,179,429J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,398 4,425  
4 Dividends and interest from securities... 257,718 257,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,177
b Gross sales price for all assets on line 6a 3,076,420
7 Capital gain net income (from Part IV, line 2)... 430,177
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........ 692,293 692,320 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,585 0 0 1,585
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,100 4,050 0 4,050
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,237 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,598 0 0 1,598
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,520 4,050 0 7,233
25 Contributions, gifts, grants paid....... 607,690 607,690
26 Total expenses and disbursements. Add lines 24 and 25 621,210 4,050 0 614,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,083
b Net investment income (if negative, enter -0-) 688,270
c Adjusted net income (if negative, enter -0-)... 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............. 12,695 46,831 46,831
2 Savings and temporary cash investments......... 59,089 660,507 660,507
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)....... 11,781,400 Click to see attachment
List of Attached Documents:
// Content
12,472,091 		12,472,091
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) 11,853,184 13,179,429 13,179,429
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 2,866,118 4,192,363
29 Total net assets or fund balances (see instructions)..... 11,853,184 13,179,429
30 Total liabilities and net assets/fund balances (see instructions). 11,853,184 13,179,429
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
11,853,184
2
Enter amount from Part I, line 27a .....................
2
71,083
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,255,162
4
Add lines 1, 2, and 3 ..........................
4
13,179,429
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
13,179,429
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,076,420   2,646,243 430,177
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       430,177
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 430,177
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 3 430,177
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 9,567
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 9,567
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 9,567
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 169
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 9,736
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROGER LLOYD Telephone no.right arrow (503) 238-6480

Located atright arrowPO BOX 4487 515 EAST BURNSIDEPORTLANDOR ZIP+4right arrow97208
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)
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
Yes
 
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
RICHARD H PARKER JR PRESIDENT
0.50 		0 0 0
PO BOX 4487 515 EAST BURNSIDE
PORTLAND,OR97208
RICHARD H PARKER III VICE PRESIDENT
0.50 		0 0 0
PO BOX 4487 515 EAST BURNSIDE
PORTLAND,OR97208
ROGER LLOYD VICE PRESIDENT
0.50 		0 0 0
PO BOX 4487 515 EAST BURNSIDE
PORTLAND,OR97208
LORINE G COX SECRETARY
1.00 		0 0 0
PO BOX 4487 515 EAST BURNSIDE
PORTLAND,OR97208
JUDY ANN PARKER DIRECTOR
0.50 		0 0 0
PO BOX 4487 515 EAST BURNSIDE
PORTLAND,OR97208
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
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
11,805,136
b
Average of monthly cash balances.......................
1b
687,857
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,492,993
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
12,492,993
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
187,395
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,305,598
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
615,280
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
615,280
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,567
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,567
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
605,713
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
605,713
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
605,713
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
614,923
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
614,923
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 7 605,713
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 607,463
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$ 614,923
a Applied to 2022, but not more than line 2a 607,463
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..... 7,460
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 .......... 		598,253
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RH PARKER PRESIDENT
515 EAST BURNSIDE
PORTLAND,OR97214
(503) 238-6464
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM. INCLUDING: 1) MISSION STATEMENT, 2) DESCRIPTION OF HOW MISSION IS ACCOMPLISHED, 3) HOW WILL GRANT AWARDS BE UTILIZED, AND 4) COPY OF IRS 501(C)(3) DETERMINATION LETTER.
cAny submission deadlines:
JULY 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE GIVEN TO GRANT REQUESTS FOR YOUTH EDUCATION IN PACIFIC NORTHWEST.
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

AFSA EDUCATION FOUNDATION

919 EIGHTEENTH STREET NW SUITE 300
WASHINGTON,DC200065517 		  PC EDUCATION 20,000

AGRI-CAMP USA

2142 MEADOW VIEW DRIVE
CHILOQUIN,OR97624 		  PC YOUTH PROGRAMS 2,500

AMERICAN CANCER SOCIETY

0330 SW CURRY STREET
PORTLAND,OR97239 		  PC MEDICAL RESEARCH 2,000

ARLINGTON CLUB HERITAGE FOUNDATION

811 SW SALEM STREET
PORTLAND,OR97205 		  PC COMMUNITY SERVICES 5,000

ASANTE FOUNDATION

229 N BARTLETT ST
MEDFORD,OR97501 		  PC COMMUNITY SERVICES 250

BEAVERTON BAND BOOSTERS

PO BOX 2056
BEAVERTON,OR97075 		  PC YOUTH EDUCATION 1,000

BENEFIT FOR THE BASIN

6510 S 6TH STREET 130
KLAMATH FALLS,OR97603 		  PC COMMUNITY SERVICES 3,000

BIG BROTHER BIG SISTER

1827 NE 44TH AVENUE SUITE 100
PORTLAND,OR97213 		  PC YOUTH PROGRAMS 30,000

BOY SCOUTS OF AMERICA

2145 SW NAITO PKWY
PORTLAND,OR97201 		  PC YOUTH PROGRAMS 600

BOYS & GIRLS CLUB OF PORTLAND

PO BOX 820209
PORTLAND,OR97282 		  PC YOUTH PROGRAMS 4,000

BUILDING HOMES FOR HEROES

4584 AUSTIN BLVD
ISLAND PARK,NY11558 		  PC COMMUNITY SERVICES 10,000

CALVARY CHAPEL OF RENOSPARKS

220 EDISON WAY
RENO,NV89502 		  PC COMMUNITY SERVICES 5,000

CAMP MEADOWOOD SPRINGS

990 E HURLBURT AVE
HERMISTON,OR97838 		  PC COMMUNITY SERVICES 2,500

CATHOLIC CHARITIES

2740 SE POWELL BLVD 1
PORTLAND,OR97202 		  PC COMMUNITY SERVICES 3,000

CIVIL AIR PATROL

65 W-1 DIVISION AVE 206
EUGENE,OR97404 		  PC MILITARY SUPPORT 1,190

CLATSOP COMMUNITY COLLEGE FOUNDATION

1651 LEXINGTON AVE
ASTORIA,OR97103 		  PC EDUCATION 3,000

CODY SIPES MEMORIAL RACE

11251 CRYSTAL SPRINGS RD
KLAMATH FALLS,OR97603 		  PC YOUTH PROGRAMS 2,500

COLUMBIA PACIFIC FOOD BANK

PO BOX 1031
ST HELENS,OR97051 		  PC COMMUNITY SERVICES 5,000

COMMUNITY ENRICHMENT FOR KLICKITAT COUNTY

PO BOX 687
LYLE,WA98635 		  PC COMMUNITY SERVICES 17,500

CYO CAMP HOWARD

825 NE 20TH AVE SUITE 120
PORTLAND,OR97232 		  PC YOUTH PROGRAMS 30,000

DE LA SALLE NORTH CATHOLIC HS

7528 N FENWICK AVENUE
PORTLAND,OR97217 		  PC YOUTH EDUCATION 2,000

DEPARTMENT OF HUMAN SERVICES CHILD WELFARE

500 SUMMER ST NE
SALEM,OR97301 		  PC COMMUNITY SERVICES 3,000

EASTERN OREGON UNIVERSITY FOUNDATION

ONE UNIVERSITY BLVD
LA GRANDE,OR97850 		  PC EDUCATION 2,000

FIDO

PO BOX 3265
OREGON CITY,OR97045 		  PC COMMUNITY SERVICES 500

FORT VANCOUVER HIGH SCHOOL FOUNDATION

PO BOX 6039
VANCOUVER,WA98668 		  PC YOUTH EDUCATION 5,000

FOUNDATION 36

316 CALIFORNIA AVE 36
RENO,NV89509 		  PC COMMUNITY SERVICES 37,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212 		  PC YOUTH SERVICES 25,000

FRIENDS OF THE MOUNTED PATROL

1362 NW NAITO PARKWAY
PORTLAND,OR97209 		  PC COMMUNITY SERVICES 1,000

FULL CIRCLE PROGRAMS

15995 SW 74TH AVE SUITE 200
TIGARD,OR97224 		  PC COMMUNITY SERVICES 9,000

GOOD SAMARITAN FOUNDATION

2145 NW OVERTON ST
PORTLAND,OR97210 		  PC MEDICAL RESEARCH 20,000

GRANDE RONDE HOSPITAL FOUNDATION

PO BOX 3290
LAGRANDE,OR97850 		  PC COMMUNITY SERVICES 2,000

GRANTS PASS ACTIVE CLUB

PO BOX 961
GRANTS PASS,OR97528 		  PC COMMUNITY SERVICES 3,000

GRANTS PASS HONOR ORCHESTRA

830 NE 9TH STREET
GRANTS PASS,OR97526 		  PC YOUTH EDUCATION 10,000

HABITAT FOR HUMANITY

PO BOX 11527
PORTLAND,OR97211 		  PC COMMUNITY SERVICES 5,000

HEALTHNET FOUNDATION

33 RIVER STREET
CHAGRIN FALLS,OH44022 		  PC COMMUNITY SERVICES 5,000

HIGH DESERT MUSEUM

59800 US 97
BEND,OR97702 		  PC YOUTH EDUCATION 11,500

IONA COLLEGE

715 NORTH AVENUE
NEW ROCHELLE,NY10801 		  PC EDUCATION SERVICES 3,000

JUNIOR ACHIEVEMENT

7830 SE FOSTER ROAD
PORTLAND,OR97206 		  PC YOUTH SERVICES 2,000

JUVENILE DIABETES RESEARCH FOUNDATION

9457 BROOKLINE AVE
BATON ROUGE,LA70809 		  PC MEDICAL RESEARCH 10,000

LA GRANDE MAIN STREET

102 DEPOT
LA GRANDE,OR97850 		  PC COMMUNITY SERVICES 1,000

LAKE OSWEGO SCHOOLS FOUNDATION

PO BOX 70
LAKE OSWEGO,OR97034 		  PC YOUTH EDUCATION 2,500

LAKERIDGE CHEERLEADING

4678 SE OZARK STREET
HILLSBORO,OR97123 		  PC YOUTH SPORTS 1,000

LAKERIDGE JUNIOR HIGH SCHOOL PARENT CLUB

4700 JEAN RD
LAKE OSWEGO,OR97035 		  PC YOUTH EDUCATION 500

LONE PINE ELEMENTARY SCHOOL PARENT TEACHER ORG

3158 LONE PINE RD
MEDFORD,OR97504 		  PC YOUTH EDUCATION 2,000

MARIE MILLS CENTER INC

1800 FRONT STREET
TILLAMOOK,OR97141 		  PC COMMUNITY SERVICES 5,000

MAYO FOUNDATION

13400 EAST SHEA BOULEVARD
SCOTTSDALE,AZ85259 		  PC MEDICAL RESEARCH 5,000

MAZAMA HIGH SCHOOL FBLA

3009 SUMMERS LANE
KLAMATH FALLS,OR97603 		  PC YOUTH EDUCATION 1,000

MCMINNVILLE ATHLETIC COMPETITIVE CLUB

PO BOX 575
MCMINNVILLE,OR97128 		  PC YOUTH SPORTS 1,200

MEET THE OCEAN

PO BOX 15008
PORTLAND,OR97293 		  PC YOUTH EDUCATION 5,000

METRO PORTLAND NEW CAR DEALERS CHARITABLE FOUNDATION

777 NE SEVENTH AVE
PORTLAND,OR97232 		  PF COMMUNITY SERVICES 5,000

NAMPA FAMILY JUSTICE CENTER

5224 3RD STREET BOX 115
NAMPA,ID83651 		  PC COMMUNITY SERVICES 1,500

NEVADA DAY

PO BOX 999
CARSON CITY,NV89702 		  PC COMMUNITY SERVICES 3,000

OMSI

1945 SE WATER AVENUE
PORTLAND,OR97214 		  PC YOUTH PROGRAMS 15,000

OREGON BLAZE FASTPITCH

PO BOX 1663
BEAVERTON,OR97075 		  PC YOUTH SPORTS 2,500

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97205 		  PC HISTORICAL EDUCATION 5,000

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		  PC COMMUNITY SERVICES 20,000

PADDLING FOR CHILDHOOD CANCER

8923 FAIRCLIFF LANE
KLAMATH FALLS,OR97603 		  PC COMMUNITY SERVICES 500

PORTLAND ROSE FESTIVAL FOUNDATION

1020 SW NAITO PARKWAY
PORTLAND,OR97204 		  PC COMMUNITY SERVICES 1,000

PORTLAND STREETCAR FOUNDATION

930 NW 14TH AVE SUITE 280
PORTLAND,OR97209 		  PC COMMUNITY SERVICES 25,000

PROVIDENCE FOUNDATION OREGON

4400 NE HALSEY ST BUILDING 2 SUITE
599
PORTLAND,OR97213 		  PC MEDICAL RESEARCH 11,500

REACH COMMUNITY DEVELOPMENT

4150 SW MOODY AVE
PORTLAND,OR97239 		  PC COMMUNITY SERVICES FOR HOUSING 5,000

RIP CITY RIDERS

222 S SPRINT STREET
KLAMATH FALLS,OR97601 		  PC COMMUNITY SERVICES 3,000

RIVER VIEW CEMETERY FOUNDATION

8421 S MACADAM AVE
PORTLAND,OR97219 		  PC COMMUNITY SERVICES 8,000

SAND MOUNTAIN SOCIETY

4116 NE 17TH AVE
PORTLAND,OR97211 		  PC COMMUNITY SERVICES 10,000

SETON CATHOLIC COLLEGE PREP

9000 NE 64TH AVENUE
VANCOUVER,WA98665 		  PC YOUTH EDUCATION 85,000

SOLVE

1501 SW JEFFERSON ST
PORTLAND,OR97201 		  PC COMMUNITY SERVICES 5,000

ST ANDREW NATIVITY SCHOOL

PO BOX 11127
PORTLAND,OR97211 		  PC SCHOLARSHIP PROGRAM 10,000

ST MARY'S HOME FOR BOYS

16535 SW TUALATIN VALLEY HWY
BEAVERTON,OR97006 		  PC COMMUNITY SERVICES 10,000

ST MATTHEW LUTHERAN CHURCH

10390 SW CANYON RD
BEAVERTON,OR97005 		  PC COMMUNITY SERVICES 1,000

STEP 2

3700 SAFE HARBOR WAY
RENO,NV89512 		  PC COMMUNITY SERVICES 500

SUNSHINE DIVISION

687 N THOMPSON STREET
PORTLAND,OR97222 		  PC COMMUNITY SERVICES 5,000

THE ALLIANCE

15573 BANGY RD SUITE 320
LAKE OSWEGO,OR97035 		  PC SCHOLARSHIP FUND 10,000

THE CHILDREN'S COURSE

19825 SE RIVER ROAD
GLADSTONE,OR97027 		  PC YOUTH PROGRAMS 5,000

THE COMMUNITY FOOD PANTRY

1135 12TH ST
SPARKS,NV89431 		  PC COMMUNITY SERVICES 500

THE USO

PO BOX 96860
WASHINGTON,DC200777677 		  PC MILITARY SUPPORT 1,000

TREEHOUSE THERAPIES ASSOC

PO BOX 1397
BEND,OR97709 		  PC YOUTH PROGRAMS 15,000

TUALATIN FASTPITCH SOFTBALL ASSOC

22305 SW TAYLORS DRIVE
TUALATIN,OR97062 		  PC YOUTH SPORTS 1,000

UMATILLA COUNTY 4H ASSOC

PO BOX 100
PENDLETON,OR97801 		  PC YOUTH EDUCATION 1,500

UMPQUA FISHERY ENHANCEMENT DERBY

3000 NW STEWART PARKWAY STE 104
ROSEBURG,OR97471 		  PC COMMUNITY SERVICES 5,000

UNION COUNTY YOUTH SOCCER ASSOC

PO BOX 3083
LA GRANDE,OR97850 		  PC YOUTH SPORTS 250

UNITED WAY OF THE DESERT

PO BOX 13210
PALM DESERT,CA92255 		  PC COMMUNITY SERVICES 1,000

UNITED WAY

619 SW 11TH AVE 300
PORTLAND,OR97205 		  PC COMMUNITY SERVICES 4,500

WEBFOOT JUNIORS VOLLEYBALL

PO BOX 5492
EUGENE,OR97405 		  PC YOUTH SPORTS 2,200
Total .................................right arrow 3a 607,690
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 4,398  
4 Dividends and interest from securities ....     14 257,718  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 430,177  
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) .. 0 692,293 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
692,293
(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:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,100 4,050 0 4,050

TY 2023 InvestmentsCorpStockSchedule
Name:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Name of Stock End of Year Book Value End of Year Fair Market Value
GOODYEAR TIRE 665 665
IBM 161,645 161,645
US BANCORP 306,216 306,216
PIPER JAFFRAY 10,975 10,975
DODGE & COX 180,349 180,349
DIVIDEND APPRECIATION ETF 3,523,752 3,523,752
HEALTH CARE ETF 1,036,258 1,036,258
S&P 500 GROWTH ETF 2,375,910 2,375,910
VANGUARD INTER-TERM INVEST-GR 12,034 12,034
INTL STOCK INDEX ETF 1,714,875 1,714,875
MID CAP GROWTH ETF 1,440,499 1,440,499
KYNDRYL HLDGS INC 3,678 3,678
US VALUE FACTOR ETF 1,705,235 1,705,235

TY 2023 LegalFeesSchedule
Name:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,585 0 0 1,585


TY 2023 OtherExpensesSchedule
Name:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE AND SHIPPING 176 0 0 176
MISCLLANEOUS & BANK FEES 1,422 0 0 1,422


TY 2023 OtherIncreasesSchedule
Name:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,255,162


TY 2023 TaxesSchedule
Name:
R H PARKERUNITED FOUNDATION
EIN:
93-1155287
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON NII 2,237 0 0 0