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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BARBARA EMILY KNUDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 12806
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALEM, OR97309
A Employer identification number

27-2245059
B Telephone number (see instructions)

(503) 371-9636
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$6,198,173J 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 229 229  
4 Dividends and interest from securities... 125,482 125,482  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 200,536
b Gross sales price for all assets on line 6a 1,526,074
7 Capital gain net income (from Part IV, line 2)... 200,536
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........ 326,247 326,247  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,750     28,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
950 475   475
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
44,558 44,558    
17 Interest............... 4,930 4,930    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,148 1,358   790
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,116     11,116
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
10,914     10,914
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,366 51,321   52,045
25 Contributions, gifts, grants paid....... 181,342 181,342
26 Total expenses and disbursements. Add lines 24 and 25 284,708 51,321   233,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,539
b Net investment income (if negative, enter -0-) 274,926
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 67,217 58,146 58,146
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) 736,704 Click to see attachment
List of Attached Documents:
// Content
962,298 		962,298
b Investments—corporate stock (attach schedule)....... 3,207,204 Click to see attachment
List of Attached Documents:
// Content
3,568,397 		3,568,397
c Investments—corporate bonds (attach schedule)....... 737,607 Click to see attachment
List of Attached Documents:
// Content
909,403 		909,403
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).......... 944,331 Click to see attachment
List of Attached Documents:
// Content
699,929 		699,929
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,679 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,697,742 6,198,173 6,198,173
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
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........... 5,697,742 6,198,173
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,697,742 6,198,173
30 Total liabilities and net assets/fund balances (see instructions). 5,697,742 6,198,173
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
5,697,742
2
Enter amount from Part I, line 27a .....................
2
41,539
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
458,892
4
Add lines 1, 2, and 3 ..........................
4
6,198,173
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,198,173
Form 990-PF (2024)
Form 990-PF (2024)
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 - SHORT TERM P 2024-01-01 2024-06-30
b PUBLICLY TRADED SECURITIES - LONG TERM P 2020-01-01 2024-06-30
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 402,992   418,085 -15,093
b 1,123,082   907,453 215,629
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       -15,093
b       215,629
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 2 200,536
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 -15,093
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 3,821
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  
3 Add lines 1 and 2........................... 3 3,821
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,821
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,808
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,808
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 44
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,057
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 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowHTTP://WWW.GOSW.ORG/SITES/KNUDSONFOUNDATION
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (503) 371-9636

Located atright arrowPO BOX 12806SALEMOR ZIP+4right arrow97309
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 2024, 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 (2024)
Form 990-PF (2024)
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
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILEE PROVOST Director
2.00 		3,750    
694 HIGH STREET NE
SALEM,OR97301
RICHARD MCGINTY Treasurer
2.00 		5,000    
694 HIGH STREET NE
SALEM,OR97301
PATRICK MELIUS President
2.00 		5,000    
694 HIGH STREET NE
SALEM,OR97301
SHARON SMITH Secretary
2.00 		5,000    
694 HIGH STREET NE
SALEM,OR97301
STEPHEN BLOWERS Director
2.00 		5,000    
694 HIGH STREET NE
SALEM,OR97301
ELISE HAMNER Director
2.00 		5,000    
694 HIGH STREET NE
SALEM,OR97301
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  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow  
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
5,999,951
b
Average of monthly cash balances.......................
1b
66,007
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,065,958
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
 
3
Subtract line 2 from line 1d.........................
3
6,065,958
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,989
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,974,969
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
298,748
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
298,748
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,821
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,821
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
294,927
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
294,927
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
294,927
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
233,387
b
Program-related investments—total from Part VIII-B..................
1b
 
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
233,387
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 294,927
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 165,425
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 233,387
a Applied to 2023, but not more than line 2a 165,425
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 67,962
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		226,965
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
CLATSOP COMMUNITY COLLEGE


1651 LEXINGTON AVE
ASTORIA,OR97103 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
COLUMBIA GORGE COMMUNITY COLLEGE


400 E SCENIC DR
THE DALLES,OR97058 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
LANE COMMUNITY COLLEGE FOUNDATION


4000 EAST 30TH AVENUE
EUGENE,OR97405 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
LAPINE COMMUNITY KITCHEN


PO BOX 813
LA PINE,OR97739 		NONE PC GENERAL SUPPORT 1,000
LINN BENTON COMMUNITY COLLEGE


6500 PACIFIC BLVD SW
ALBANY,OR97321 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
SOUTHWEST OREGON CC FOUNDATION


1988 NEWMARK AVENUE
COOS BAY,OR97420 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
UMPQUA COMMUNITY COLLEGE


1140 UMPQUA COLLEGE RD
ROSEBURG,OR97470 		NONE PC STUDENT EMERGENCY FUND; SCHOLARSHIP 7,000
HARRIETS HOUSING


PO BOX 811
PHILOMATH,OR97370 		NONE PC GENERAL SUPPORT 10,000
CENTRAL OREGON COMMUNITY COLLEGE


2600 NW COLLEGE WAY
BEND,OR97703 		NONE PC GRANTS & SCHOLARSHIPS 7,000
BAG BAGGAGE PRODUCTION


350 E MAIN ST
HILLSBORO,OR97123 		NONE PC GENERAL SUPPORT 7,000
BAY AREA RESCUE MISSION


200 MACDONALD AVE
RICHMOND,CA94801 		NONE PC GENERAL SUPPORT 10,000
COMMUNITY ACTION ORGANIZATION


1001 SW BASELINE ST
HILLSBORO,OR97123 		NONE PC GENERAL SUPPORT 8,000
CONSTRUCTION HOPE


405 NE CHURCH ST
PORTLAND,OR97211 		NONE PC GENERAL SUPPORT 7,500
REACH NORTHWEST


1714 VILLA RD
NEWBERG,OR97132 		NONE PC GENERAL SUPPORT 7,500
THE SAFE PROJECT


1681 NEWMARK AVE
COOS BAY,OR97420 		NONE PC GENERAL SUPPORT 5,000
YAMHILL COUNTY EARLY LEARNING HUB


807 NE 3RD ST
MCMINNVILLE,OR97128 		NONE PC GENERAL SUPPORT 7,500
COMMUNITY KINDNESS OF EASTERN OREGO


1315 ADAMS AVE
LA GRANDE,OR97850 		NONE PC GENERAL SUPPORT 5,000
EOIC JLAD SERVICE DOG PROGRAM


1999 25TH ST SE
SALEM,OR97302 		NONE PC GENERAL SUPPORT 10,000
LOW UMPQUA HOSPITAL DIST


600 RANCH RD
REEDSPORT,OR97467 		NONE PC GENERAL SUPPORT 5,000
PHILOMATH HS PERF ARTS PROG


2054 APPLEGATE ST
PHILOMATH,OR97370 		NONE PC GENERAL SUPPORT 5,000
CAPITAL COMMUNITY MEDIA


575 TRADE ST SE
SALEM,OR97301 		NONE PC GENERAL SUPPORT 1,000
CANYON CRISIS RESOURCE CENTER


825 NW SANTIAM BLVD
MILL CITY,OR97360 		NONE PC GENERAL SUPPORT 1,000
MARION POLK FOOD SHARE


1660 SALEM INDUSTRIAL DR NE
SALEM,OR97301 		NONE PC MEALS ON WHEELS 1,000
KEIZER UNITED PEER YOUTH COURT


930 CHEMAWA RD
KEIZER,OR97303 		NONE PC GENERAL SUPPORT 1,000
OPAL CREEK ANCIENT FOREST CTR


721 NW 9TH AVE
PORTLAND,OR97209 		NONE PC GENERAL SUPPORT 1,000
WILD RIVERS ANIMAL RESCUE


29921 AIRPORT WAY
GOLD BEACH,OR97444 		NONE PC GENERAL SUPPORT 1,000
SALEM POLICE FOUNDATION


PO BOX 2631
SALEM,OR97308 		NONE PC K-9 RETIREMENT FUND 1,000
THE GIVING PLATE


61470 S HWY 97
BEND,OR97702 		NONE PC GENERAL SUPPORT 1,000
COMMUNITY SERVICES CONSORTIUM


250 BROADALBIN ST SW 2A
ALBANY,OR97321 		NONE PC GENERAL SUPPORT 4,000
GOLD BEACH COMMUNITY CENTER


29841 AIRPORT WAY
GOLD BEACH,OR97444 		NONE PC GENERAL SUPPORT 2,000
COMMON GOOD OF PORT ORFORD


2015 WASHINGTON ST
PORT ORFORD,OR97465 		NONE PC GENERAL SUPPORT 1,000
COOS COUNTY ANIMAL SHELTER


92960 SOURTHPORT RD
COOS BAY,OR97420 		NONE PC GENERARL SUPPORT 1,000
FRIENDS OF CENTER 50


2615 PORTLAND RD NE
SALEM,OR97301 		NONE PC GENERAL SUPPORT 1,000
SALEM-KEIZER MEALS ON WHEELS


2615 PORTLAND RD NE
SALEM,OR97301 		NONE PC GENERAL SUPPORT 2,000
PORTLAND ANIMAL WELFARE TEAM


1718 NE 82ND AVE
PORTLAND,OR97220 		NONE PC GNERAL SUPPORT 1,000
ADALENTE MUJERES


2030 MAINI ST A
FOREST GROVE,OR97116 		NONE PC GENERAL SUPPORT 1,000
SUN COMMUNITY SCHOOL


7200 SE 60TH AVE
PORTLAND,OR97206 		NONE PC GENERAL SUPPORT 1,000
SAVING GRACE


990 NW BROOKS ST 1
BEND,OR97703 		NONE PC GENERAL SUPPORT 1,000
DEVINE NATURE ACADEMY


100 NEWMARK AVE
COOS BAY,OR97420 		NONE PC BFF BICYCLE PROGRAM 1,000
COOS BAY SCHOOL DISTRICT


1255 HEMLOCK AVE
COOS BAY,OR97420 		NONE   ARK PROGRAM 1,500
MYRTLE POINT SEN CIT CENTER


1441 DOBOROUT ST
MYRTLE POINT,OR97458 		NONE PC MEALS PROGRAM 1,500
BANDON COM YOUTH CENTER


101 11TH ST SW
BANDON,OR97411 		NONE PC SUMMER CAMP PROGRAM 1,000
FLORA M LAIRD MEM LIBRARY


435 5TH STREET
MYRTLE POINT,OR97458 		NONE PC BIFOKAL PROGRAM 1,310
WILD RIVERS ANIMAL RESCUE


29921 AIRPORT WAY
GOLD BEACH,OR97444 		NONE PC VETERINARY ASST. PROG. 1,400
MYRTLE POINT PUB LIBRARY FON


435 5TH STREET
MYRTLE POINT,OR97458 		NONE PC MEALS PROGRAM 1,088
COM COALITION OF EMPIRE


PO BOX 3452
COOS BAY,OR97420 		NONE PC GENERAL SUPPORT 1,500
COOS CITY FOSTER PARENT ASSOCIATION


PO BOX 335
COOS BAY,OR97420 		NONE PC DIGITAL VIDEO SCREEN 1,500
COASTAL FARM RELIEF NURSERY


400 HIGHLAND AVE
COOS BAY,OR97420 		NONE PC EXTERIOR TABLE 1,205
FRIENDS OF LANGLOIS PUBLIC LIBRARY


48234 OREGON COAST WHY
LANGLOIS,OR97450 		NONE PC CULTURAL ENRICH. SERIES 1,200
HOLLYWOOD DREAMS


PO BOX 121
NORTH BEND,OR97459 		NONE PC DD COMMUNITY INCLUSION 1,000
COOS CITY FRI OF PUBLIC HEALTH


PO BOX 203
COOS BAY,OR97420 		NONE PC DD COMMUNITY INCLUSION 1,500
SW OR VETERANS OUTREACH


1875 VIRGINIA AVE
NORTH BEND,OR97459 		NONE PC IT EQUIPMENT PURCHASE 1,139
FRIENDS OF COOS CTY ANIMALS


1611 VIRGINIA AVE
NORTH BEND,OR97459 		NONE PC MALE CAT NEUTERING 1,500
SNIPPED


290 N CENTRAL BLVD
COQUILLE,OR97423 		NONE PC FERAL CAT VACCINATIONS 1,500
Total .................................right arrow 3a 181,342
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 229  
4 Dividends and interest from securities ....     14 125,482  
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 ............ 		        200,536
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) ..   125,711 200,536
13Total. Add line 12, columns (b), (d), and (e)..................
13
326,247
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 950 475 0 475

TY 2024 InvestmentsCorpBondsSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
THE GOLDMAN SACH 46,820 46,820
AMERICAN EXPRESS 48,708 48,708
GILEAD SCIENCES 46,877 46,877
AMERICAN TOWER CORP    
GENERAL MILLS    
AMGEN INC 45,253 45,253
JP MORGAN CHASE 48,714 48,714
MORGAN STANLEY 49,035 49,035
COMCAST CORP 48,670 48,670
MERK & CO INC 31,290 31,290
WELLS FARGO & CO 48,276 48,276
STARBUCKS CORP 43,758 43,758
METLIFE INC 41,109 41,109
VERIZON COMMUNIC 39,031 39,031
THE HOME DEPOT 38,826 38,826
MCDONALDS CORP 46,335 46,335
INTEL CORP 23,906 23,906
ABBVIE INC 46,545 46,545
CISCO SYSTEM INC 50,307 50,307
THE WALT DISNEY 35,364 35,364
LOWES COMPANIES 36,652 36,652
BANK OF AMERICA COR 46,855 46,855
UNITEDHEALTH GRP INC 47,072 47,072
WALMART INC    

TY 2024 InvestmentsCorpStockSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 62,195 62,195
ALPHABET INC 247,037 247,037
AMAZON.COM INC 140,410 140,410
COCA-COLA FEMSA S A B F 8,178 8,178
APPLE INC 215,862 215,862
AVERY DENNISON CORP 26,198 26,198
INTERCONTINENTAL HOTEL 10,618 10,618
BROADCOM INC 113,602 113,602
CHEVRON CORP 75,317 75,317
DBS GROUP HOLDINGS 19,718 19,718
ENTERGY CORP 59,898 59,898
FERGUSON PLC 8,678 8,678
FORTIVE CORP 91,875 91,875
HOME DEPOT INC 48,624 48,624
HONEYWELL INTL NC    
HOYA CORP 16,740 16,740
ING GROEP ADR 9,089 9,089
JOHNSON & JOHNSON    
JPMORGAN CHASE & CO 109,068 109,068
MICROSOFT CORP 282,405 282,405
TEXTRON INC 40,922 40,922
MOTOROLA SOLUTIONS 50,845 50,845
NOVO-NODISK A S 18,924 18,924
NXP SEMICONDUCTORS 11,432 11,432
ORIX CORP 16,997 16,997
PARKER HANNIFIIN CORP 92,224 92,224
PHILIP MORROS INTL 53,556 53,556
PROCTER & GAMBLE 84,663 84,663
ROCHE HLDG AG    
RWE AG ORD    
SCHLUMBERGER LTD    
SHIN ETSU CHEMICAL CO    
SONY CORP 16,928 16,928
STRYKER CORP 64,809 64,809
TFI INTERNTNL INC    
THERMO FISHER SCNTFC 55,665 55,665
TJX COMPANIES INC 61,613 61,613
TORONTO-DOMINION BK    
TOTALENERGIES SE 7,085 7,085
TRUST FINL CORP    
UNION PACIFIC CORP    
UNITEDHEALTH GRP INC 73,856 73,856
VISA INC 97,972 97,972
VOYA FINL INC    
WALMART INC 88,091 88,091
ZOETIS INC    
ABBOTT LABORATORIES    
KINGFISHER PLC 8,493 8,493
AUTONATION INC 46,706 46,706
BROWN & BROWN INC 35,707 35,707
CANADIAN NATURAL RES F 7,409 7,409
CISCO SYSTEMS INC    
DASSAULT SYSTEM S A 9,471 9,471
FORTINET INC    
LKQ CORP    
MAGNA INTL INC    
MCDONALDS CORP    
VERALTO CORP 59,582 59,582
WELLS FARGO & CO 36,525 36,525
SONIC HEALTHCARE LTD    
SSE PLC 13,154 13,154
TECHNIPFMC LTD 5,788 5,788
AIRBUS SE 11,552 11,552
AMERICAN ELEC PWR CO INC 33,203 33,203
APA CORP    
AXA SA 9,607 9,607
BARCLAYS PLC 7,708 7,708
BHP GROUP LTD 6,348 6,348
COMPASS GROUP PLC 8,733 8,733
MERCK & CO INC 49,243 49,243
LOREAL SA 5,985 5,985
T-MOBILE US INC 67,323 67,323
LOCKHEED MARTIN CORP    
MONSTER BEVERAGE CORP 22,601 22,601
PALO ALTO NETWORKS 69,145 69,145
RECKITT BENCKISER GROUP    
SYNOVUS FINL CO    
TELEKOMINIK INDONESIA    
THALES SA 15,999 15,999
WAL-MART DE MEXICO S A 11,088 11,088
WESTERN ALLIANCE BNC    
NOVARTIS AG 10,704 10,704
SIEMENS A G 18,853 18,853
TAIWAN SEMICONDUCTOR M F 6,912 6,912
AMERICAN INTL GROUP 40,040 40,040
CENCORA INC 31,455 31,455
COMCAST CORP    
CRH PUBLIC LIMITED CO 20,354 20,354
CROWDSTRIKE HLDGS INC 65,010 65,010
GE HEALTHCARE TECHNOLOGIES    
NVIDIA CORP 253,137 253,137
PPG INDUSTRIES INC    
SAP SE F 12,310 12,310
SCHLUMBERGER LTD    
SERVICE NOW INC 58,307 58,307
STATE STREET CORP 99,131 99,131
SUMITOMO MITSUI FINLOO F 15,939 15,939
UNIVERSAL MUSIC GROUP F 13,781 13,781

TY 2024 InvestmentsGovtObligationsSch
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

962,298
US Government Securities - End of Year Fair Market Value:

962,298
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DFA EMERGING MARKETS COR FMV 82,918 82,918
VERSUS CAPITAL REAL ESTATE FMV 101,929 101,929
ISHARES MSCI EAFE SMALL FMV 27,337 27,337
HARDING LOEVNER INSTL EM FMV    
JPMORGAN US SMALL COMPAN FMV 199,912 199,912
VERSUS CAP MULTI-MAN FMV    
VERSUS CAP REAL ASSETS FMV 131,689 131,689
VARIANT ALTERNATIVE INCO FMV 81,543 81,543
AVALONBAY CMNTYS INC FMV 30,796 30,796
CROWN CASTLE INC FMV    
ISHARES CORE US FMV    
ISHARES MSCI EMERGING FMV 43,805 43,805

TY 2024 OtherExpensesSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE ASSISTANT 6,152     6,152
BANK CHARGES 39     39
BUSINESS FEES & LICENSE 50     50
INSURANCE 939     939
OFFICE EXPENSE 405     405
POSTAGE EXPENSE 73     73
SUPPLIES 1,157     1,157
WEBSITE MAINTENANCE 2,099     2,099


TY 2024 OtherIncreasesSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Description Amount
COST BASIS ADJUSTMENT 3,387
UNREALIZED GAINS 455,505


TY 2024 OtherProfessionalFeesSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 44,558 44,558 0 0


TY 2024 TaxesSchedule
Name:
BARBARA EMILY KNUDSON FOUNDATION
EIN:
27-2245059
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,358 1,358    
STATE CT-12 FEE 790     790