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
THE RESER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 8
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEAVERTON, OR97075
A Employer identification number

27-2624875
B Telephone number (see instructions)

(503) 526-5716
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$84,789,905J 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) 6,006,009
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,140 3,140  
4 Dividends and interest from securities... 2,568,414 2,568,414  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 675,774
b Gross sales price for all assets on line 6a 8,567,958
7 Capital gain net income (from Part IV, line 2)... 675,774
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........ 9,253,337 3,247,328  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,695 0   20,695
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
137,328 54,931   77,467
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
191,861 66,146   2,400
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,238 1,070   42,310
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,260 0   22,895
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 402,382 122,147   165,767
25 Contributions, gifts, grants paid....... 2,588,000 3,050,000
26 Total expenses and disbursements. Add lines 24 and 25 2,990,382 122,147   3,215,767
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,262,955
b Net investment income (if negative, enter -0-) 3,125,181
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............. 46,433 96,934 96,934
2 Savings and temporary cash investments......... 5,036,063 46,480 46,480
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.......... 19,330 35,789 35,789
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 54,155,382 Click to see attachment
List of Attached Documents:
// Content
78,628,026 		78,628,026
c Investments—corporate bonds (attach schedule)....... 13,809,393 Click to see attachment
List of Attached Documents:
// Content
5,979,044 		5,979,044
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
3,632 		Click to see attachment
List of Attached Documents:
// Content
3,632
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 73,066,601 84,789,905 84,789,905
Liabilities 17 Accounts payable and accrued expenses.......... 29,298 55,858
18 Grants payable................. 6,290,000 5,828,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
105,982 		Click to see attachment
List of Attached Documents:
// Content
174,988
23 Total liabilities (add lines 17 through 22)......... 6,425,280 6,058,846
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........... 66,511,452 78,606,177
25 Net assets with donor restrictions............ 129,869 124,882
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)..... 66,641,321 78,731,059
30 Total liabilities and net assets/fund balances (see instructions). 73,066,601 84,789,905
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
66,641,321
2
Enter amount from Part I, line 27a .....................
2
6,262,955
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,826,783
4
Add lines 1, 2, and 3 ..........................
4
78,731,059
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
78,731,059
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 5369.9280 SHARES DODGE & COX INTERNATIONAL STOCK     2024-04-25
b 1252.6410 SHARES JPMORGAN LARGE CAP GROWTH   2020-06-03 2024-04-25
c 1602.343 SHARES PARNASSUS CORE EQUITY INSTL   2021-06-14 2024-04-25
d 1510.956 SHARES VANGUARD TOTAL INTL STOCK   2017-03-01 2024-04-25
e 559.806 SHARES DODGE & COX INTERNATIONAL STOCK   2018-02-06 2024-05-20
54569.274 SHARES PIMCO TOTAL RETURN INSTL     2024-06-25
41957.3550 SHARES PIMCO LOW DURATION INCOME     2025-06-26
217489.973 SHARES PIMCO TOTAL RETURN INSTL     2024-06-25
249147.56 SHARES PIMCO LOW DURATION INCOME     2024-06-26
3534.5680 SHARES JPMORGAN LARGE CAP GROWTH   2020-06-03 2024-07-25
1954.090 SHARES VANGUARD TOTAL STOCK MARKET   2016-01-14 2024-09-24
3233.0520 SHARES VANGUARD TOTAL STOCK MARKET     2024-12-12
12650.53 SHARES DFA GLOBAL REAL ESTATE SECURITIES PORT     2024-01-11
1865.1030 SHARES SCHWAB TOTAL STOCK MARKET INDEX     2024-02-15
64743.2210 SHARES PIMCO DIVERSIFIED INC INSTL     2024-02-27
2170.244 SHARES VANGUARD TOTAL INTL STOCK INDEX     2024-04-16
2003.745 SHARES DODGE & COX INTERNATIONAL STOCK   2021-05-21 2024-05-16
2528.3020 SHARES SCHWAB FUNDAMENTAL US LARGE CO     2024-05-16
1730.1040 SHARES SCHWAB FUNDAMENTAL US LARGE CO     2024-10-18
503.8290 SHARES SCHWAB TOTAL STOCK MARKET INDEX     2024-10-18
1491.6470 SHARES SCHWAB TOTAL STOCK MARKET INDEX     2024-11-19
636.1950 SHARES SCHWAB TOTAL STOCK MARKET INDEX     2024-12-18
CAPITAL GAINS DIVIDENDS P    
(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 269,975   235,863 34,112
b 82,976   61,847 21,129
c 92,976   95,260 -2,284
d 190,975   170,524 20,451
e 29,975   24,589 5,386
466,562   547,611 -81,049
335,655   350,450 -14,795
1,859,520   2,182,547 -323,027
1,993,160   2,081,010 -87,850
249,976   174,513 75,463
268,975   127,604 141,371
474,975   211,838 263,137
84,985   109,276 -24,291
159,000   142,285 16,715
611,161   696,878 -85,717
269,975   301,320 -31,345
106,975   98,587 8,388
67,000   58,794 8,206
50,000   39,810 10,190
50,000   37,112 12,888
150,000   93,825 56,175
65,000   50,641 14,359
638,162     638,162
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       34,112
b       21,129
c       -2,284
d       20,451
e       5,386
      -81,049
      -14,795
      -323,027
      -87,850
      75,463
      141,371
      263,137
      -24,291
      16,715
      -85,717
      -31,345
      8,388
      8,206
      10,190
      12,888
      56,175
      14,359
      638,162
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 2 675,774
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 43,440
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 43,440
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 43,440
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 49,472
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,472
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,032
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,032 Refundedright arrow 11 0
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$ 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 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 arrowWWW.THERESERFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowMARIJO PRLAIN Telephone no.right arrow (503) 526-5716

Located atright arrowPO BOX 8BEAVERTONOR ZIP+4right arrow97075
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)
Yes
 
(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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
PATRICIA J RESER TTEE & CHAIR
4.00 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MICHELLE RESER SECY & TTEE
0.60 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MINDY RESER TRUSTEE
0.10 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MICHAEL RESER TRUSTEE
0.10 		0 0 0
PO BOX 8
BEAVERTON,OR97075
DEB RESER TRUSTEE
0.10 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MARK RESER TRUSTEE
0.10 		0 0 0
PO BOX 8
BEAVERTON,OR97075
LAURIE RESER TRUSTEE
0.50 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MARTY RESER TRUSTEE
0.10 		0 0 0
PO BOX 8
BEAVERTON,OR97075
JANE RESER TRUSTEE
0.50 		0 0 0
PO BOX 8
BEAVERTON,OR97075
PAUL LEAVY TREASURER & TTEE
0.30 		0 0 0
PO BOX 8
BEAVERTON,OR97075
BILL WESTPHAL VICE CHAIR
0.50 		0 0 0
PO BOX 8
BEAVERTON,OR97075
MARIJO PRLAIN EXEC. DIRECT
20.00 		0 0 0
PO BOX 8
BEAVERTON,OR97075
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 (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 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 (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
82,826,811
b
Average of monthly cash balances.......................
1b
498,401
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
83,325,212
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
83,325,212
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,249,878
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,075,334
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,103,767
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
4,103,767
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
43,440
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,440
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,060,327
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,060,327
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
4,060,327
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
3,215,767
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
3,215,767
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 4,060,327
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,430,218
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,215,767
a Applied to 2023, but not more than line 2a 1,430,218
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 2024 distributable amount..... 1,785,549
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,274,778
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
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).)
PATRICIA J RESER
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 e-mail address of the person to whom applications should be addressed:
MARI JO PRLAIN
PO BOX 8
BEAVERTON,OR97075
(503) 526-5716
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED ON THE FOUNDATION'S WEBSITE ON-LINE GRANT MANAGEMENT SYSTEM AT WWW.THERESERFAMILYFOUNDATION.ORG
cAny submission deadlines:
2/1 & 8/1 FAST TRACK - MIDSIZE REQUESTS. 4/1-SM COMM INITIATIVE GRANTS, 6/1 NEXT GEN COUNCIL GRANTS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHARTIABLE ACTIVITES ARE PRIMARILY IN OREGON, ORGANIZATION MUST HAVE TAX EXEMPT STATUS.
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

#INSTABALLET

ON FILE
ON FILE,OR97075 		NONE NC COMMUNITY ENGAGEMENT PROGRAM 7,000

350DESCHUTES

ON FILE
ON FILE,OR97075 		NONE NC GREEN LADDERS PROGRAM 8,000

ADOPT ONE BLOCK

ON FILE
ON FILE,OR97075 		NONE NC ADOPT ONE BLOCK PROJECT 12,000

ALANO CLUB OF PORTLAND

ON FILE
ON FILE,OR97075 		NONE NC NGC 2024 10,000

ALS ASSOCATION

ON FILE
ON FILE,OR97075 		NONE NC INDEPENDENCE PROGRAM SUPPORT YEAR 2 OF 3 20,000

ART CENTER EAST

ON FILE
ON FILE,OR97075 		NONE NC YOUTH ARTS EDUCATION PROJECT 5,000

ART IN OREGON

ON FILE
ON FILE,OR97075 		NONE NC STATEWIDE EXHIBITION PROGRAM 6,000

ARTS COUNCIL OF PENDLETON

ON FILE
ON FILE,OR97075 		NONE NC ACCESS TO ARTS FOR RURAL YOUTH 8,000

ASSISTANCE LEAGUE OF GREATER PORTLAND

ON FILE
ON FILE,OR97075 		NONE NC OPERATION SCHOOL BELL 8,000

ASSISTANCE LEAGUE OF KLAMATH BASIN

ON FILE
ON FILE,OR97075 		NONE NC OPERATION SCHOOL BELL 8,000

ASTORIA VISUAL ARTS

ON FILE
ON FILE,OR97075 		NONE NC YOUTH ARTS EDUCATION PROGAM - CLATSOP COUNTY 4,000

BAGS OF LOVES

ON FILE
ON FILE,OR97075 		NONE NC FILL IN THE GAPS PROJECT 5,000

BEAVERTON CIVIC THEATRE

ON FILE
ON FILE,OR97075 		NONE NC YOUNG AUDIENCE PROGRAM 5,000

BEAVERTON SYMPHONY ORCHESTRA

ON FILE
ON FILE,OR97075 		NONE NC PROGRAM AND EDUCATION SUPPORT 6,000

BODYVOX

ON FILE
ON FILE,OR97075 		NONE NC EDUCATION PROGRAM 6,000

BOSTON COLLEGE

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 5,000

BOSTON UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 5,000

BOYS AND GIRLS AID

ON FILE
ON FILE,OR97075 		NONE NC CLIENT ASSISTANT AND YOUTH DEVELOPMENT 20,000

BOYS AND GIRLS CLUB OF BEND

ON FILE
ON FILE,OR97075 		NONE NC NGC GRANT 2024 10,000

BOYS AND GIRLS CLUB OF PORTLAND

ON FILE
ON FILE,OR97075 		NONE NC NGC GRANT 2024 10,000

CALDERA

ON FILE
ON FILE,OR97075 		NONE NC YOUTH PROGRAM 8,000

CENTRAL OREGON COMMUNITY COLLEGE FOUNDATI

ON FILE
ON FILE,OR97075 		NONE NC CTE AUTOMOTIVE PROGRAM AT WARM SPRINGS TRAINING CENTER 30,000

CENTRO CULTURAL DE CONDADO DE WASHINGTON

ON FILE
ON FILE,OR97075 		NONE NC STEM EDUCATION PROGRAM 20,000

CHAMBER MUSIC NORTHWEST

ON FILE
ON FILE,OR97075 		NONE NC CHAMBER MUSIC THROUGHOUT OUR COMMUNITY INITIATIVE 6,000

CHAMBLISS CENTER FOR CHILDREN

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,000

CHILDREN'S CANCER ASSOCIATION

ON FILE
ON FILE,OR97075 		NONE NC JOY RX PROGRAM 20,000

CHILDRENS HEALING ART PROJECT

ON FILE
ON FILE,OR97075 		NONE NC ART THEARPY AT DOERNBECHER 5,000

CHILDREN'S SHELTER OF HOPE FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC PASITOS DE LUZ PROGRAM SUPPORT - ANGEL 5,000

CIRQUE LODGE FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,000

CITY OF MOSIER

ON FILE
ON FILE,OR97075 		NONE NC THE MOSIER CENTER 50,000

COCOA - CENTRAL OREGON COUNCIL ON AGING

ON FILE
ON FILE,OR97075 		NONE NC MEALS ON WHEELS PROGRAM 10,000

COLLEGE DREAMS

ON FILE
ON FILE,OR97075 		NONE NC PROJECT YOUTH PLUS PROGRAM SUPPORT 20,000

COLLEGE POSSIBLE

ON FILE
ON FILE,OR97075 		NONE NC INTENSIVE COLLEGE ACCESS PROGRAM SUPPORT 25,000

CONNECTED LANE COUNTY

ON FILE
ON FILE,OR97075 		NONE NC CTE INDUSTRY PROGRAM FOR YOUTH 5,000

DE PAUL TREATMENT CENTERS

ON FILE
ON FILE,OR97075 		NONE NC NGC GRANT 2024 10,000

DOUGY CENTER

ON FILE
ON FILE,OR97075 		NONE NC PEER SUPPORT PROGRAMS 50,000

DRESS FOR SUCCESS

ON FILE
ON FILE,OR97075 		NONE NC WRAPAROUND SERVICES GRANT 25,000

DRY CANYON ARTS ASSOCIATION

ON FILE
ON FILE,OR97075 		NONE NC JUST START ART PROGRAM 5,000

ECOLOGY IN CLASSROOMS AND OUTDOORS (ECO)

ON FILE
ON FILE,OR97075 		NONE NC CLIMATE ACTION EDUCATION PROGRAM 8,000

EDWARDS CENTER

ON FILE
ON FILE,OR97075 		NONE NC ARTS, MUSIC, AND MOVEMENT ACADEMY 20,000

ELKTON COMMUNITY EDUCATION CENTER

ON FILE
ON FILE,OR97075 		NONE NC SCI MEMBER 2023-2026 10,000

EUGENE-SPRINGFIELD YOUTH ORCHESTRAS

ON FILE
ON FILE,OR97075 		NONE NC ESYO STRING ACADEMIES 7,000

FAMILY RESOURCE CENTER OF CENTRAL OREGON

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2024 5,000

FEED THE MASS

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 5,000

FEEDING KIDS IN OUR BACKYARD INC

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,500

FREE GEEK

ON FILE
ON FILE,OR97075 		NONE NC DIGITAL EQUITY PROGRAMMING 15,000

FRIENDS OF HISTORIC BUTTEVILLE

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,500

FRIENDS OF THE CHILDREN KLAMATH BASIN

ON FILE
ON FILE,OR97075 		NONE NC NGC GRANT 2024 20,000

FRIENDS OF THE CHILDREN

ON FILE
ON FILE,OR97075 		NONE NC NGC 2024 10,000

FRIENDS OF THE MENTOR PROGRAM

ON FILE
ON FILE,OR97075 		NONE NC SUPPORTING MENTORSHIPS IN THE RURAL COMMUNITY 8,000

FRIENDS OF TREES

ON FILE
ON FILE,OR97075 		NONE NC RESTORATION OF NATURAL AREAS 10,000

GOLD BEACH MAIN STREET

ON FILE
ON FILE,OR97075 		NONE NC SCI 2024 YEAR 1 OF 4 10,000

GREATER APPLEGATE COMMUNITY DEVELOPMENT

ON FILE
ON FILE,OR97075 		NONE NC SCI MEMBER 2021-2024 10,000

HAND2MOUTH

ON FILE
ON FILE,OR97075 		NONE NC STUDENT VOICES PROGRAM 9,000

HILLSBORO DOWNTOWN PARTNERSHIP

ON FILE
ON FILE,OR97075 		NONE NC DOWNTOWN BEAUTIFICATION PROGRAM 7,500

HOME PLATE YOUTH SERVICES

ON FILE
ON FILE,OR97075 		NONE NC EMPLOYMENT, EDUCATION, AND HOUSING PROGRAM 25,000

HOWARD UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 5,000

IMBLER EDUCATION FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC IMBLER TRACK PROJECT 50,000

IN A LANDSCAPE - CLASSICAL MUSIC

ON FILE
ON FILE,OR97075 		NONE NC OREGON CONCERT SERIES 25,000

JASPER MOUNTAIN

ON FILE
ON FILE,OR97075 		NONE NC NGC GRANT 2024 10,000

JEFFERSON COUNTY SOIL & WATER DISTRICT

ON FILE
ON FILE,OR97075 		NONE NC GENERAL FUND 5,000

JOSEPHY CENTER FOR ARTS AND CULTURE

ON FILE
ON FILE,OR97075 		NONE NC ART EDUCATION FOR RURAL YOUTH 10,000

KLAMATH BASIN SENIOR CITIZENS CENTER

ON FILE
ON FILE,OR97075 		NONE NC KLAMATH SENIOR CENTER SUPPORT 10,000

LA PINE COMMUNITY KITCHEN

ON FILE
ON FILE,OR97075 		NONE NC LA PINE SENIOR SUPPORT 6,000

LAKEVIEW COUNTY SCHOOL DISTRICT # 7

ON FILE
ON FILE,OR97075 		NONE NC THE BACKPACK PRGRAM 2,500

LIBERTY RESTORATION INC

ON FILE
ON FILE,OR97075 		NONE NC THEATER ROOF REPLACEMENT 30,000

LINCOLN CITY PARKS AND RECREATION

ON FILE
ON FILE,OR97075 		NONE NC COMMUNITY ACCESSIBLE PLAYGROUND 50,000

LINFIELD UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCIENCE EDUCATION COMPLEX SUPPORT 50,000

LOOKING GLASS YOUTH AND FAMILY SERVICES

ON FILE
ON FILE,OR97075 		NONE NC INDEPENDENT LIVING PROGRAM VAN 20,000

MAKE-A-WISH FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 10,000

MEALS ON WHEELS - TIGARD

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 5,000

MEDICAL TEAMS INTERNATIONAL

ON FILE
ON FILE,OR97075 		NONE NC LEGACY GRANT: 2023-2025 CARE AND CONNECT SUPPORT 35,000

METROEAST COMMUNITY MEDIA

ON FILE
ON FILE,OR97075 		NONE NC MIDDLE AND HIGH SCHOOL MEDIA EDUCATION 5,000

METROPOLITIAN YOUTH SYMPHONY

ON FILE
ON FILE,OR97075 		NONE NC MUSIC ACCESS PROGRAM 6,500

MICRO ENTERPRISE SERVICES OF OREGON

ON FILE
ON FILE,OR97075 		NONE NC FUTURE LEADERS YOUTH ENTREPRENEURSHIP PROGRAM 10,000

MY VOICE MUSIC

ON FILE
ON FILE,OR97075 		NONE NC MVM STUDIOS PROGRAM 7,500

NATIVE AMERICAN YOUTH AND FAMILY SERVICES

ON FILE
ON FILE,OR97075 		NONE NC MAMOOK TOKATEE ART STUDIO SUPPORT 30,000

NORTH POLE STUDIO

ON FILE
ON FILE,OR97075 		NONE NC IDD ARTS PROGRAM SUPPORT 5,000

OAKRIDGE PUBLIC LIBRARY

ON FILE
ON FILE,OR97075 		NONE NC COMMUNITY ROOM ENCLOSURE 5,000

OCEAN BLUE PROJECT

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,000

OREGON ARTS WATCH

ON FILE
ON FILE,OR97075 		NONE NC OREGON CULTURAL HUBS 6,000

OREGON ASSOCIATION OF RELIEF NURSERIES

ON FILE
ON FILE,OR97075 		NONE NC STATEWIDE LEADERSHIP SUMMIT 10,000

OREGON BUSINESS ACADEMY

ON FILE
ON FILE,OR97075 		NONE NC YOUNG ENTREPRENEURS BUSINESS WEEK SUPPORT 25,000

OREGON BUSINESS ACADEMY

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GRANT 2024 5,000

OREGON CASA NETWORK

ON FILE
ON FILE,OR97075 		NONE NC DIVERSIFYING VOLUNTEER PROJECT 15,000

OREGON CHILDREN'S THEATRE

ON FILE
ON FILE,OR97075 		NONE NC SCHOOL BASED RESIDENCY PROGRAM 10,000

OREGON EAST SYMPHONY

ON FILE
ON FILE,OR97075 		NONE NC CONCERT SEASON SUPPORT 10,000

OREGON FFA FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC STATEWIDE LEADERSHIP PROGRAM 50,000

OREGON HISTORICAL SOCIETY

ON FILE
ON FILE,OR97075 		NONE NC YASUI BROTHERS EXHIBITION 8,000

OREGON PARKS FOREVER

ON FILE
ON FILE,OR97075 		NONE NC TRACK TRAILS EXPANSION 35,000

OREGON REPERTORY SINGERS

ON FILE
ON FILE,OR97075 		NONE NC ARTS ACCESSIBILITY FOR YOUTH CHOIR 5,000

OREGON STATE UNIVERSITY FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC OSU FOUNDATION 1,000,000

OREGON STATE UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 20,000

OREGON SYMPHONY

ON FILE
ON FILE,OR97075 		NONE NC PROGRAMMING SUPPORT 30,000

OSU FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC OSU FOUNDATION 20,000

OSU FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC OSU FOUNDATION 2,000

OSU FOUNDATION

ON FILE
ON FILE,OR97075 		NONE NC OSU FOUNDATION 20,000

PACIFIC UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 5,000

PARK ACADEMY SCHOOL

ON FILE
ON FILE,OR97075 		NONE NC REPLACEMENT OF PROJECTORS 10,000

PARK ACADEMY SCHOOL

ON FILE
ON FILE,OR97075 		NONE NC 2024 ANGEL GRANT 5,000

PARKINSON'S RESOURCES OF OREGON

ON FILE
ON FILE,OR97075 		NONE NC ALIGNING CARE FOR ELDERS WITH PARKINSON'S 7,500

PATRICIA RESER CENTER FOR THE ARTS

ON FILE
ON FILE,OR97075 		NONE NC CAPACITY BUILDING 342,000

PEACE IN SCHOOLS

ON FILE
ON FILE,OR97075 		NONE NC MENTAL HEALTH IN HIGH SCHOOLS 6,000

PEAR

ON FILE
ON FILE,OR97075 		NONE NC P:EAR WORKS 30,000

PETER BRITT GARDENS MUSIC AND ARTS

ON FILE
ON FILE,OR97075 		NONE NC EDUCATION PROGRAM 12,000

PORTLAND PLAYHOUSE

ON FILE
ON FILE,OR97075 		NONE NC THEATRE PROGRAM 8,000

PORTLAND STATE UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 6,000

PORTLAND STATE UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 4,000

PORTLAND STATE UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC JUST PLAYING AROUND EXHIBIT 20,000

POWELL BUTTE COMMUNITY CHARTER SCHOOL

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GRANT 2,000

PROJECT 48

ON FILE
ON FILE,OR97075 		NONE NC ESSENTIALS BAGS FOR FOSTER YOUTH 8,000

PROJECT LEMONADE

ON FILE
ON FILE,OR97075 		NONE NC FOSTER YOUTH SUPPORT 7,500

RACHELS CHALLENGE

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GRANT 2024 2,000

READING RESULTS

ON FILE
ON FILE,OR97075 		NONE NC EVERY CHILD DESERVES TO READ PROGRAM 6,000

REAP INC

ON FILE
ON FILE,OR97075 		NONE NC LEADERSHIP DEVELOPMENT 30,000

REYNOLDS SCHOOL DISTRICT

ON FILE
ON FILE,OR97075 		NONE NC MUSICAL INTRUMENTS 10,000

RISING UP TOGETHER

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,000

ROSE HAVEN CIC

ON FILE
ON FILE,OR97075 		NONE NC ADVOCACY AND MENTAL HEALTH SUPPORT 40,000

ROSS RAGLAND THEATER

ON FILE
ON FILE,OR97075 		NONE NC ARTS EDUCATION AND YOUTH PROGRAMS 35,000

RURAL DEVELOPMENT INITIATIVES

ON FILE
ON FILE,OR97075 		NONE NC RURAL FORWARD PROJECT 15,000

SHERWOOD WRESTLING

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 5,000

SISTERS TRANSPORTATION AND RIDESHARE

ON FILE
ON FILE,OR97075 		NONE NC STARS VOLUNTEER RIDE SHARE FOR SISTERS OREGON - ANGEL GRANT 2,500

SITKA CENTER FOR ART AND ECOLOGY

ON FILE
ON FILE,OR97075 		NONE NC YOUTH AND ARTIST PROGRAM 25,000

SOUTHEAST ALASKA INDEPENDENT LIVING INC

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GRANT 2024 5,000

SPECIAL OLYMPICS OREGON

ON FILE
ON FILE,OR97075 		NONE NC ATHLETE PROGRAMS 30,000

ST MARYS HOME FOR BOYS

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,500

STONE SOUP

ON FILE
ON FILE,OR97075 		NONE NC ANGEL GIFT 2,500

UNIVERSITY OF OREGON

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 20,000

UNIVERSITY OF PORTLAND

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 10,000

UNIVERSITY OF SOUTHERN CALIFORNIA

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 10,000

WESTERN OREGON UNIVERSITY

ON FILE
ON FILE,OR97075 		NONE NC SCHOLARSHIP 8,500
Total .................................right arrow 3a 3,050,000
bApproved for future payment

PATRICIA RESER CENTER FOR THE ARTS
ON FILE
ON FILE,OR97076 		NONE NC CAPACITY BUILDING 703,000
Total ................................. right arrow 3b 703,000
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 3,140  
4 Dividends and interest from securities ....     14 2,568,414  
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 ............ 		    18 675,774  
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 3,247,328 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,247,328
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE RESER FAMILY FOUNDATION
 
Employer identification number

27-2624875
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE RESER FAMILY FOUNDATION
  		Employer identification number
27-2624875
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
PATRICIA J RESER
8080 SW 175TH AVE
 
BEAVERTON, OR97007

$ 4,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RESER'S FINE FOODS INC
PO BOX 8 15570 SW JENKINS RD
 
BEAVERTON, OR97075

$ 2,005,909


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE RESER FAMILY FOUNDATION
  		Employer identification number

27-2624875
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE RESER FAMILY FOUNDATION
  		Employer identification number

27-2624875
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 20,695 0   20,695

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB BOND FUNDS 5,979,044 5,979,044

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB STOCK & MUTUAL FUNDS 78,628,026 78,628,026

TY 2024 OtherAssetsSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TAX OVERPAYMENT   3,632 3,632


TY 2024 OtherExpensesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND CREDIT CARD FEES 68 0   67
SUPPLIES 1,641 0   1,641
WEBSITE 8,299 0   4,553
ADVERTISING 5,000 0   5,000
INSURANCE 1,753 0   1,753
SOFTWARE AND LICENSES 7,824 0   1,206
MEMBERSHIP DUES 6,680 0   6,680
CONVENING EXPENSES 1,995 0   1,995


TY 2024 OtherIncreasesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Description Amount
UNREALIZED GAINS 5,826,783


TY 2024 OtherLiabilitiesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Description Beginning of Year - Book Value End of Year - Book Value
TAXES PAYABLE 10,869 0
DEFERRED TAXES 95,113 174,988


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 137,328 54,931   77,467


TY 2024 TaxesSchedule
Name:
THE RESER FAMILY FOUNDATION
EIN:
27-2624875
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHARLES SCHWAB FOREIGN TAXES ON INVESTMENTS 66,146 66,146   0
OREGON DOJ - CT 12 FEES 2,400 0   2,400
TREASURY DEPT - EXCISE TAXES 123,315 0   0