2021-11-10T11:11:56-06:00 2020-12-31 274238573 KING & OLIASON PLLC 200 W MERCER ST SUITE E300 SEATTLE WA 98119 990PF 2020-01-01 911675591 THE BRAINERD FOUNDATION BRAI 2062857242 200 W MERCER ST SUITE E300 SEATTLE WA 98119 SHERRY BRAINERD VP / SECRETARY 2062857242 2021-11-10 1 SHERRY BRAINERD 999009999 COLLEEN C LOUGHRAN P00286018 2062857242 2021-11-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 1639236 X X 32035 32035 -398562 3468467 0 900 900 -365627 32935 340180 13607 326573 134230 5369 128861 134893 5396 129497 9868 4934 4934 56345 26540 29805 29722 12373 17349 218 218 0 2239 2239 0 1803 72 125724 5029 120695 6821 0 6821 10 0 10 40353 7436 32908 882406 83213 797453 3342164 3342164 4224570 83213 4139617 -4590197 0 3787672 1540861 1540861 1771905 0 0 10587 0 0 100523 98375 98375 5670687 1639236 1639236 3790 18261 3790 18261 X 5666897 1620975 5666897 1620975 5670687 1639236 5666897 -4590197 544275 1620975 0 1620975 PASSTHROUGH FROM LEGACY VENTURE III LLC P 2005-01-01 2020-12-31 558233 -558233 -558233 PASSTHROUGH FROM LEGACY VENTURE IV LLC P 2006-01-01 2020-12-31 151757 151757 151757 PASSTHROUGH FROM IR&M INTERMEDIATE FUND P 2012-01-01 2020-12-31 9712 9712 9712 PUBLICLY TRADED SECURITIES P 2010-01-01 2020-12-31 2606377 2600432 5945 5945 COMPUTER EQUIPMENT P 2012-03-01 2020-12-31 1040 33094 41877 -7743 -7743 IR&M INTERMEDIATE FUND COMPLETE DISPOSITION P 2012-01-01 2020-12-31 699581 699581 0 0 -398562 0 0 0 0 0 10000 0 0 0 10000 0 10000 10000 0 0 0 0 0 0 0 0 0 0 1 1 1 WA 1 0 0 0 1 1 WWW.BRAINERD.ORG KING OLIASON 2062857242 200 W MERCER ST SUITE E300 SEATTLE WA 98119 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL BRAINERD 200 W MERCER ST SUITE E300 SEATTLE WA 98119 PRES/TREAS 1.00 0 0 0 ANN KRUMBOLTZ 200 W MERCER ST SUITE E300 SEATTLE WA 98119 VICE PRESIDENT 40.00 195281 55526 0 SHERRY E BRAINERD 200 W MERCER ST SUITE E300 SEATTLE WA 98119 VP/SECRETARY 5.00 0 0 0 NALINDA KEHOE 200 W MERCER ST SUITE E300 SEATTLE WA 98119 CO-DIRECTOR 30.00 144899 41200 0 CRYSTAL ANDERSON 200 W MERCER ST SUITE E300 SEATTLE WA 98119 CONTROLLER 16.00 70462 20035 0 KATHLEEN WHITSON 200 W MERCER ST SUITE E300 SEATTLE WA 98119 PROGRAM ASSOCIATE 25.00 63768 18132 0 0 NONE 0 N/A 0 NONE 0 0 0 1324441 2449423 102552 3876416 0 0 3876416 58146 3818270 190914 190914 0 190914 0 190914 0 190914 4139617 0 4139617 0 4139617 190914 0 0 2501242 2925469 3112809 3230935 2786157 14556612 4139617 0 0 0 190914 3948703 0 0 18505315 0 0 0 0 0 0 2501242 16004073 2925469 3112809 3230935 2786157 3948703 PAUL BRAINERD X OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST SUITE 100 PORTLAND OR 97205 PC ENVIRONMENTAL PRESERVATION 1002374 MONTANA ENVIRONMENTAL INFORMATION CENTER 107 W LAWRENCE ST N-6 HELENA MT 59601 PC ENVIRONMENTAL PRESERVATION 20000 CENTRAL OREGON LANDWATCH 2843 NW LOLO DR SUITE 200 BEND OR 97703 PC ENVIRONMENTAL PRESERVATION 75000 CRAG LAW CENTER 3141 E BURNSIDE STREET PORTLAND OR 97214 PC ENVIRONMENTAL PRESERVATION 10000 EARTHJUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 PC ENVIRONMENTAL PRESERVATION 75000 OREGON NATURAL DESERT ASSOCIATION INC 50 SW BOND ST SUITE 4 BEND OR 97702 PC ENVIRONMENTAL PRESERVATION 50000 SODA MOUNTAIN WILDERNESS COUNCIL PO BOX 512 ASHLAND OR 97520 PC ENVIRONMENTAL PRESERVATION 50000 TROUT UNLIMITED 1777 N KENT ST STE 100 ARLINGTON VA 22209 PC ENVIRONMENTAL PRESERVATION 25000 WATERWATCH OF OREGON 213 SW ASH SUITE 208 PORTLAND OR 97204 PC ENVIRONMENTAL PRESERVATION 30000 WILDSIGHT 2-495 WALLINGER AVENUE KIMBERLEY BRITISH COLUMBIA CA V1A1Z6 PC ENVIRONMENTAL PRESERVATION 50000 SOCIAL VENTURE PARTNERS 220 SECOND AVENUE SOUTH SEATTLE WA 98104 PC ENVIRONMENTAL PRESERVATION 150000 UNIVERSITY OF MONTANA FOUNDATION 950 ARTHUR AVE MISSOULA MT 59812 PC ENVIRONMENTAL PRESERVATION 50000 ALASKA CENTER EDUCATION FUND 707 A ST SUITE 205 ANCHORAGE AK 99501 PC ENVIRONMENTAL PRESERVATION 75000 CONSERVATION VOTERS FOR ID ED FUND 413 W IDAHO STREET SUITE 100 BOISE ID 83702 PC ENVIRONMENTAL PRESERVATION 50000 ENVIRONMENTAL INTEGRITY 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ENVIRONMENTAL COUNCIL 1402 THIRD AVE SUITE 1400 SEATTLE WA 98101 PC ENVIRONMENTAL PRESERVATION 10000 WILD HOPE INCORPORATED 15187 GREENSPRINGS HWY ASHLAND OR 97520 PC ENVIRONMENTAL PRESERVATION 10000 TRUST FOR PUBLIC LAND 15 SW COLORADO AVENUE SUITE 100 BEND OR 97702 PC ENVIRONMENTAL PRESERVATION 500 DESCHUTES LAND TRUST 210 NW IRVING ST 102 BEND OR 97701 PC ENVIRONMENTAL PRESERVATION 1000 OREGON DESERT LAND TRUST 50 SW BOND ST SUITE 4 BEND OR 97702 PC ENVIRONMENTAL PRESERVATION 1000 GREAT OLD BROADS FOR WILDERNESS 555 RIVERGATE B1-110 DURANGO CO 81301 PC ENVIRONMENTAL PRESERVATION 250 TROUT UNLIMITED 1777 N KENT ST STE 100 ARLINGTON VA 22209 PC ENVIRONMENTAL PRESERVATION 7000 OSU FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 973331068 PC ENVIRONMENTAL PRESERVATION 250 ALASKA CENTER EDUCATION FUND 707 A ST SUITE 205 ANCHORAGE AK 99501 PC ENVIRONMENTAL PRESERVATION 500 WASHINGTON ENVIRONMENTAL COUNCIL 1402 THIRD AVE SUITE 1400 SEATTLE WA 98101 PC ENVIRONMENTAL PRESERVATION 500 EARTHJUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 PC ENVIRONMENTAL PRESERVATION 6000 KNKX 885 FM 2601 4TH AVENUE SUITE 150 SEATTLE WA 98121 PC ENVIRONMENTAL PRESERVATION 175 OREGON SHAKESPEARE FESTIV 15 S PIONEER ST ASHLAND OR 97520 PC ENVIRONMENTAL PRESERVATION 500 EARTHJUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 PC ENVIRONMENTAL PRESERVATION 500 KINDFUL WEST SEATTLE 8 CADILLACE DR SUITE 450 BRENTWOOD TN 37027 PC ENVIRONMENTAL PRESERVATION 100 MARY'S PLACE PO BOX 1711 SEATTLE WA 98111 PC ENVIRONMENTAL PRESERVATION 100 PAYPAL NOWIA 27 N IVY STREET MEDFORD OR 97501 PC ENVIRONMENTAL PRESERVATION 300 PPIDAHO CONSERVATION LEA 710 N 6TH ST BOISE ID 83702 PC ENVIRONMENTAL PRESERVATION 100 PPNEW BEGINNINGS PO BOX 75125 SEATTLE WA 981750125 PC ENVIRONMENTAL PRESERVATION 100 TEAM RIVER RUNNER 5007 STONE ROAD ROCKVILLE MD 20853 PC ENVIRONMENTAL PRESERVATION 100 WESTSIDE BABY 10002 14TH AVE SW SEATTLE WA 98146 PC ENVIRONMENTAL PRESERVATION 100 WESTSIDE SCHOOL 10404 34TH AVE SW SEATTLE WA 98146 PC ENVIRONMENTAL PRESERVATION 100 WWWCLIMATESOLUTIONSO 1402 3RD AVE 1200 SEATTLE WA 98101 PC ENVIRONMENTAL PRESERVATION 400 SEATTLE ACADEMY OF ART 1201 E UNION STREET SEATTE WA 98122 PC ENVIRONMENTAL PRESERVATION 500 EMERALD CITY PET RESCUE 3422 HARBOR AVE SW SEATTLE WA 98126 PC ENVIRONMENTAL PRESERVATION 50 SQ GREENSTAGE 1247 15TH AVE E SEATTLE WA 98112 PC ENVIRONMENTAL PRESERVATION 50 GREATERGOODORG 600 UNIVERSITY ST SEATTE WA 98101 PC ENVIRONMENTAL PRESERVATION 50 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 PC ENVIRONMENTAL PRESERVATION 100 NATIONAL ARBOR DAY - DON 211 N 12TH STREET LINCON NE LINCOLN NE 68508 PC ENVIRONMENTAL PRESERVATION 100 THE ACTORS FUND 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 PC ENVIRONMENTAL PRESERVATION 100 THETREVORPROJECTORG PO BOX 69232 WEST HOLLYWOOD CA 90069 PC ENVIRONMENTAL PRESERVATION 100 UNICEF USA HOUSE 3 UNITED NATIONS PLAZA NEW YORK NY 10017 PC ENVIRONMENTAL PRESERVATION 100 UW KUOW FUND 4518 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PEARL ST EUGENE OR 97401 PC ENVIRONMENTAL PRESERVATION 200 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC ENVIRONMENTAL PRESERVATION 500 CASCADE PUBLIC MEDIA - KCTS 9 401 MERCER STREET SEATTLE WA 98109 PC ENVIRONMENTAL PRESERVATION 240 3342164 0 14 32035 900099 14 900 18 -398562 0 -365627 0 -365627 0 0 0 0 0 0 0 0 0 0 KING & OLIASON PLLC 31143 15572 15571 SWEENEY CONRAD 12085 6042 6043 IRON MOUNTAIN FEES 9118 4559 4559 MISCELLANEOUS 3999 367 3632 NONE 0 COMPUTER EQUIPMENT 2017-01-01 41877 31291 SL 5.000000000000 1803 0 OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST SUITE 100 PORTLAND OR 97205 OWNERSHIP INTERESTS IN LEGACY VENTURE III, LLC AND LEGACY VENTURE IV, LLC, BOTH DISTRIBUTED TO OREGON COMMUNITY FOUNDATION, WITH RESPECTIVE FAIR MARKET VALUES OF $340,353 AND $662,021 ON 9/30/20 (DATE OF DONATION). 1002374 REG SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION FORM 990-PF, PART I, LINES 19 AND 23 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION FOR TAX YEAR 2020. THE BRAINERD FOUNDATION CEASED ALL REGULAR PROGRAMMATIC OPERATIONS PRIOR TO 12/31/2020 IN ACCORDANCE WITH ITS DISSOLUTION PLAN (SEE ATTACHMENT A) & DISTRIBUTED REMAINING ASSETS TO OREGON COMMUNITY FOUNDATION, RETAINING ENOUGH CASH TO FINALIZE ADMINISTRATIVE OPERATIONS IN 2021. SEE CURRENT YEAR FORM 990-PF, PART XV FOR THE LIST OF NAMES AND ADDRESSES OF ALL RECIPIENTS OF ASSETS, INCLUDING THE OREGON COMMUNITY FOUNDATION. ALL ASSETS DISTRIBUTED WERE CASH EXCEPT FOR DISTRIBUTIONS OF LEGACY VENTURE III, LLC AND LEGACY VENTURE IV, LLC, BOTH DISTRIBUTED TO OREGON COMMUNITY FOUNDATION, WITH RESPECTIVE FAIR MARKET VALUES OF $340,353 AND $662,021 ON 9/30/20 (DATE OF DONATION). FOX ROTHSCHILD, LLP 2379 1190 1189 FOSTER GARVEY PC 4684 2342 2342 APEX LAW GROUP LLP 2805 1402 1403 DEPOSITS 22140 20015 20015 FIT REFUND RECEIVABLE 78383 78360 78360 OFFICE SUPPLIES 3046 122 2924 TELEPHONE 2708 108 2600 POSTAGE & DELIVERY 2037 81 1956 STAFF DEVELOPMENT 750 30 720 MISC EXPENSES 2582 103 2479 LIABILITY INSURANCE 2101 84 2017 REPAIRS & MAINTENANCE 3384 135 3249 DUES & SUBSCRIPTIONS 217 9 208 EXTERNAL COMMUNICATION 16730 0 16730 PASS THROUGH FROM P'SHIP- DED RELATED TO PORTFOLIO INCOME 6764 6764 0 NON-DEDUCTIBLE EXPENSES 9 0 0 OFFICE EXPENSE 25 0 25 PASS THROUGH FROM P'SHIP- OTHER INC 1022 1022 1022 PASS THROUGH FROM P'SHIP-ORD INCOME -122 -122 -122 UNREALIZED GAIN/LOSS ON INVESTMENTS 544275 MASTERCARD BALANCE 3790 18261 EVAL & PROGRAM CONSULTANTS 2625 0 2625 INVESTMENT MANAGEMENT FEES 11759 11759 0 COMPUTER SUPPORT 15338 614 14724 FOREIGN TAXES 2239 2239 0