SN CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SN CHARITABLE FOUNDATION (EIN 84-4673681)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202423209349101102
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T23:43:56-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	844673681	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	D27 Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	SNCH	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Deutsch	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2024-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$20,344,541	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$14,918	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$14,918	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$402,019	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$402,019	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$62,103	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,021,306	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$62,103	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$6	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$5,479,046	TotalRevAndExpnssAmt
Total Net Invst Incm	$479,040	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$59,110	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$59,110	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$6,413	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$6,413	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$25,860	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$25,860	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$192,302	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$66,282	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$126,020	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,100	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$36,202	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$98	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$36,104	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$322,987	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$66,380	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$253,507	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,260,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,260,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,582,987	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$66,380	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,513,507	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,896,059	ExcessRevenueOverExpensesAmt
Net Investment Income	$412,660	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$364,605	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,495,424	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,495,424	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$16,716,458	CorporateStockBOYAmt
Corporate Stock EOY	$15,491,698	CorporateStockEOYAmt
Corporate Stock EOYFMV	$14,849,117	CorporateStockEOYFMVAmt
Total Assets BOY	$17,081,063	TotalAssetsBOYAmt
Total Assets EOY	$20,987,122	TotalAssetsEOYAmt
Total Assets EOYFMV	$20,344,541	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$17,081,063	RetainedEarningBOYAmt
Retained Earning EOY	$20,987,122	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,081,063	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$20,987,122	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,081,063	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$20,987,122	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,081,063	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,896,059	ExcessRevenueOverExpensesAmt
Other Increases	$10,000	OtherIncreasesAmt
Subtotal	$20,987,122	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$20,987,122	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$2,021,306	GrossSalesPriceAmt
Cost Or Other Basis	$1,959,203	CostOrOtherBasisAmt
Gain Or Loss	$62,103	GainOrLossAmt
Gains Minus Excess Or Losses	$62,103	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$62,103	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,736	InvestmentIncomeExciseTaxAmt
Subtotal	$5,736	SubtotalAmt
Tax Based On Investment Income	$5,736	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,024	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,900	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$5,924	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$188	OverpaymentAmt
Applied To ES Tax	$188	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	OR	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Daniel Deutsch	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Title	Dir, Pres, Sec, Treas	TitleTxt
Average Hrs Per Wk Devoted To Pos	5.0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	Ms Beth German	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 NE KILLINGSWORTH	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97211	ZIPCd

Field	Value	IRS element (for citing)
Title	Advisor	TitleTxt
Average Hrs Per Wk Devoted To Pos	20.0	AverageHrsPerWkDevotedToPosRt
Compensation	$59,110	CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Gameplan Inc
1475 SW Vista Ave	Portland	OR	97201	Philanthropic	$126,020
Riverview Trust Company
900 WASHINGTON ST STE 900	VANCOUVER	WA	98660	Investment Mgmt	$66,282

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$15,145,390	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$621,136	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,766,526	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,766,526	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$236,498	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,530,028	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$776,501	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$776,501	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,736	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,736	TotalTaxAmt
Distributable Before Adj	$770,765	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$10,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$780,765	DistributableBeforeDedAmt
Distributable As Adjusted	$780,765	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,513,507	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,513,507	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$780,765	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$915,222	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$653,152	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,568,374	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,513,507	QualifyingDistributionsAmt
Applied To Current Year	$780,765	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$732,742	RemainingDistriFromCorpusAmt
Total Corpus	$2,301,116	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,301,116	ExcessDistriCyovToNextYrAmt
Excess From Year2	$915,222	ExcessFromYear2Amt
Excess From Year1	$653,152	ExcessFromYear1Amt
Excess From Current Year	$732,742	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
1000 FRIENDS OF OREGON
133 SW 2ND AVE STE 201	PORTLAND	OR	97204	N/A	PC	General & Unrestricted	$10,000
ADOPT ONE BLOCK
2222 NW HOYT ST APT 302	PORTLAND	OR	97210	N/A	PC	General & Unrestricted	$50,000
AMERICAN ENVIRONMENTAL HEALTH STUDIES PROJECT INC
16 LAMOILLE ST	ESSEX JUNCTION	VT	05452	N/A	PC	To support FAN	$5,000
AMERICAN LEADERSHIP FORUM OF OREGON
221 NW 2ND AVE STE 306	PORTLAND	OR	97209	N/A	PC	to support ALF Oregon Fellows program and sponsor participation in Class 43	$12,000
BRAVER ANGELS INC
733 3RD AVE - 16TH FLOOR	NEW YORK	NY	10017	N/A	PC	Designated for work in Oregon	$50,000
BRIDGE MEADOWS
8502 N WAYLAND AVE	PORTLAND	OR	97203	N/A	PC	General & Unrestricted	$5,000
BRIDGEUSA GROUP
430 CORTLAND AVE	SAN FRANCISCO	CA	94110	N/A	PC	general purposes and designated for for work in Oregon	$50,000
CENTER FOR HUMANE TECHNOLOGY
77 VAN NESS AVE STE 101 PMB 1601	SAN FRANCISCO	CA	94102	N/A	PC	General & Unrestricted	$50,000
CIVICS LEARNING PROJECT
1300 SW 6TH AVE STE 190	PORTLAND	OR	97201	N/A	PC	General & Unrestricted	$50,000
CLEAN WATER FUND
1444 EYE ST NW NO 400	WASHINGTON	DC	20005	N/A	PC	ReThink Disposable fund	$5,000
COMPASSION AND CHOICES
PO BOX 485	ETNA	NH	03750	N/A	PC	Oregon Work	$10,000
CONFLUENCES
1109 E 5TH ST	VANCOUVER	WA	98661	N/A	PC	General & Unrestricted	$25,000
CUPCAKE GIRLS
3110 S VALLEY VIEW BLVD STE 201	LAS VEGAS	NV	89102	N/A	PC	Restricted to work in Oregon	$50,000
ECKHART TOLLE FOUNDATION
PO BOX 1020	LAFAYETTE	CO	80026	N/A	PC	General & Unrestricted	$10,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY ST	SAN FRANCISCO	CA	94109	N/A	PC	General & Unrestricted	$5,000
EMERGENT ORDER FOUNDATION INC
4450 FRONTIER TRAIL	AUSTIN	TX	78745	N/A	PC	to support Dad Loves America	$5,000
EXIT GENERATION
1601 F ST	BELLINGHAM	WA	98225	N/A	PC	General & Unrestricted	$10,000
FINAL EXIT NETWORK INC
PO BOX 10071	TALLAHASSEE	FL	32302	N/A	PC	General & Unrestricted	$25,000
FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN
510 WALNUT ST STE 1250	PHILADELPHIA	PA	19106	N/A	PC	General & Unrestricted	$100,000
FRIENDS OF THE SARAH MCLACHLAN SCHOOL OF MUSIC SOC
CO BH LAW 110 W FAYETTE ST 1000	SYRACUSE	NY	13202	N/A	PC	General & Unrestricted	$25,000
HEALING ADVOCACY FUND
6110 E COLFAX AVE UNIT 4 PMB 151	DENVER	CO	80220	N/A	PC	Designated for Progam Safety work in Oregon .	$25,000
HETERODOX ACADEMY
82 NASSAU ST 646	NEW YORK	NY	10038	N/A	PC	General & Unrestricted	$10,000
ICIVICS INC
1035 CAMBRIDGE ST STE 1	CAMBRIDGE	MA	02141	N/A	PC	General & Unrestricted	$25,000
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199	INTERLOCHEN	MI	49643	N/A	PC	Creative Writing Division: Visiting Writers Program	$50,000
JAPANESE GARDEN SOCIETY OF OREGON
611 SW KINGSTON AVE	PORTLAND	OR	97205	N/A	PC	Restricted to the Japanese Institute at Portland Japanese Garden	$5,000
KINDLING GROUP NFP
4021 N BROADWAY ST	CHICAGO	IL	60613	N/A	PC	MAMA, a project and impact initiative of Get Media Media Savvy LLC	$10,000
L ARCHE PORTLAND
8501 SE STEPHENS ST	PORTLAND	OR	97216	N/A	PC	GOA Fund	$5,000
LARCHE NOAH SEALTH OF SEATTLE
PO BOX 22023	SEATTLE	WA	98122	N/A	PC	GOA Fund	$5,000
MAGIC CANOE
PO BOX 5485	PORTLAND	OR	97228	N/A	PC	General & Unrestricted	$25,000
MTN PEAKS THERAPY LLAMAS & ALPACAS
33005 NW 31ST AVE	RIDGEFIELD	WA	98642	N/A	PC	General & Unrestricted	$2,500
NCHI WANA HOUSING
16 OAK ST STE 203	HOOD RIVER	OR	97031	N/A	PC	Salmon Civilization - educational programs and teacher trainings	$15,000
NEWS LITERACY PROJECT INC
5335 WISCONSIN AVE NW SUITE 440	WASHINGTON	DC	20015	N/A	PC	General & Unrestricted	$25,000
NORTH COAST LAND CONSERVANCY INC
PO BOX 67	SEASIDE	OR	97138	N/A	PC	General & Unrestricted	$25,000
ONE TAIL AT A TIME - PDX
8924 N CLARENDON AVE	PORTLAND	OR	97203	N/A	PC	General & Unrestricted	$25,000
OREGON BALLET THEATRE
720 S BANCROFT ST	PORTLAND	OR	97239	N/A	PC	fund for strategic planning and general fund	$50,000
OREGON COMMUNITY WAREHOUSE INC
3969 NE MLK JR BLVD	PORTLAND	OR	97212	N/A	PC	General & Unrestricted	$2,500
OREGON CRIME VICTIMS LAW CENTER
7412 SW BEAVERTON HILLSDALE HWY	PORTLAND	OR	97225	N/A	PC	General & Unrestricted	$25,000
OREGON HISTORICAL SOCIETY
1200 SW PARK AVE	PORTLAND	OR	97205	N/A	PC	General & Unrestricted	$5,000
OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUC
724 NW DAVIS ST	PORTLAND	OR	97209	N/A	PC	General & Unrestricted	$10,000
OREGON SYMPHONY FOUNDATION
851 SW 6TH AVE STE 385	PORTLAND	OR	97204	N/A	PC	General & Unrestricted	$2,500
OREGON ZOO FOUNDATION
4001 SW CANYON RD	PORTLAND	OR	97221	N/A	PC	General & Unrestricted	$10,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL STE 1290	SACRAMENTO	CA	95814	N/A	PC	General & Unrestricted	$10,000
PAHTO NATIVE AMERICAN CHURCH
435 HILL RD	GOLDENDALE	WA	98620	N/A	PC	To support the Rock Creek Tribe elders teach ancient methods of gathering, preparing and cooking traditional foods in techniques that are unique to the Rock Creek Band	$5,000
PIXIE PROJECT INC
510 NE MLK BLVD	PORTLAND	OR	97232	N/A	PC	General & Unrestricted	$5,000
PLASTICFREERESTAURANTS ORG
1988 EL ARBOLITA DR	GLENDALE	CA	91208	N/A	PC	General & Unrestricted	$5,000
PORTLAND COLUMBIA SYMPHONY
5860 NE ALAMEDA	PORTLAND	OR	97213	N/A	PC	General & Unrestricted	$2,500
PORTLAND PIANO INTERNATIONAL
PO BOX 6469	PORTLAND	OR	97228	N/A	PC	fund for strategic planning consultant for overall long-term planning	$20,000
PORTLAND RESCUE MISSION
PO BOX 3713	PORTLAND	OR	97208	N/A	PC	General & Unrestricted	$2,500
PORTLAND VA RESEARCH FOUNDATION INC
PO BOX 19832	PORTLAND	OR	97280	N/A	PC	To be restricted to support the SNap Lab, led by Dr. Chris Stauffer	$25,000
PORTLAND YOUTH PHILHARMONIC ASSOCIATION
9320 SW BARBUR BLVD STE 140	PORTLAND	OR	97219	N/A	PC	General & Unrestricted	$1,000
PROJECT PARROTS INC
217 CEDAR ST	SANDPOINT	ID	83864	N/A	PC	Operating Support fund	$10,000
RIVERSWEST SMALL CRAFT CENTER INC
PO BOX 19234	PORTLAND	OR	97280	N/A	PC	General & Unrestricted	$5,000
RONALD MCDONALD HOUSE CHARITIES
2620 N COMMERCIAL AVE	PORTLAND	OR	97227	N/A	PC	Restricted to Portland East House	$5,000
SANDRA DAY OCONNOR INSTITUTE
PO BOX 66422	PHOENIX	AZ	85082	N/A	PC	General & Unrestricted	$25,000
SCRAP CREATIVE REUSE
1736 SW ALDER ST	PORTLAND	OR	97205	N/A	PC	General & Unrestricted	$2,500
SIGN FRACTURE CARE INTERNATIONAL
451 HILLS ST SUITE B	RICHLAND	WA	99354	N/A	PC	General & Unrestricted	$5,000
TAX FOUNDATION
1325 G ST NW STE 950	WASHINGTON	DC	20005	N/A	PC	Center for State Tax Policy Fund and TaxEDU Fund	$25,000
TIDELINES INSTITUTE
PO BOX 100	GUSTAVUS	AK	99826	N/A	PC	General & Unrestricted	$50,000
TRUSTLAB
5725 SW KNIGHTSBRIDGE DR	PORTLAND	OR	97219	N/A	PC	General & Unrestricted	$50,000
UATX
522 CONGRESS AVE	AUSTIN	TX	78701	N/A	PC	General & Unrestricted	$10,000
WE BELONG PDX
31 SE 52ND AVE	PORTLAND	OR	97215	N/A	PC	General & Unrestricted	$25,000
WESTON A PRICE FOUNDATION
4200 WISCONSIN AVE NW PMB 106-380	WASHINGTON	DC	20016	N/A	PC	For Real Milk Campaign	$2,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204	WASHINGTON	DC	20090	N/A	PC	General & Unrestricted	$25,000
WILD SALMON CENTER
721 NW NINTH AVE STE 300	PORTLAND	OR	97209	N/A	PC	Funding the Oregon Program	$25,000
ZEBS WISH EQUINE SANCTUARY
34950 SE COLORADO RD SANDY OR 9705	SANDY	OR	97055	N/A	PC	General & Unrestricted	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,260,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$14,918	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$402,019	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$62,103	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	Federal Tax Refund	Desc
Exclusion	01	ExclusionCd
Exclusion	$6	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$479,046	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$479,046	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Deutsch Carl	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2444 Wilshire Blvd Ste 600	AddressLine1Txt
City	Santa Monica	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90403	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BLACKROCK STRAT INC OPP PORTFO	$2,807,504	$2,726,630
DFA U S CORE EQUITY 1 PORTFOLI	$1,617,550	$1,614,162
DFA U.S. SMALL CAP PORTFOLIO	$482,529	$468,442
ISHARES BARCLAYS US AGGREGATE	$2,905,432	$2,562,536
ISHARES MSCI EMERGING MARKETS	$570,126	$468,929
OPPENHEIMER INTERNATIONAL SMAL	$410,313	$323,896
PIMCO FUNDS FOREIGN BOND FUND	$740,427	$761,251
VANGUARD 500 INDEX FUND ADM	$1,569,000	$1,597,569
VANGUARD DEVELOPED MARKETS IDX	$1,288,549	$1,226,403
VANGUARD DIVIDEND GROWTH FD	$1,059,620	$1,046,680
VANGUARD INSTITUTIONAL INDEX	$133,080	$152,885
VANGUARD MID-CAP INDEX FD ADMI	$981,762	$953,271
VANGUARD S&P 500 ETF	$191,363	$194,376
VANGUARD SHORT TERM INVESTMENT	$734,443	$752,087

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	General Consultations	CategoryTxt
Legal Fees	$25,860	LegalFeesAmt
Disbursements Charitable Prps	$25,860	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$32,889	$32,889
Bank Charges	$98		$98
Payroll Processing Fees	$1,192	$1,192
Postage/Delivery Service	$220	$220
State or Local Filing Fees	$1,803	$1,803

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Federal Tax Refund	Desc
Revenue And Expenses Per Books	$6	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURNED GRANT	Desc
Amt	$10,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services	$66,282	$66,282
Philanthropic Consulting Srvcs	$126,020		$126,020

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2023	CategoryTxt
Amt	$3,100	Amt