2017-08-14T16:24:08-05:00 2016-09-30 990PF 2015-10-01 200270777 THE HAUGLAND FAMILY FOUNDATION FKA ROSARIA P HAUGLAND FOUNDATION HAUG 5413431418 PO BOX 40190 EUGENE OR 97404 CAROLYN FOWLER SECRETARY 5413431418 2017-08-14 2015 2021-01-29 14:40:06Z X 19990826 X 600000 X 407066 407066 85542 4092737 85542 335966 414478 1428574 907086 0 0 0 433 0 0 2 0 0 132226 0 0 116063 0 0 248724 0 0 731200 731200 979924 0 731200 448650 907086 664582 937658 937658 14185394 14561446 16024936 1956905 1450000 1457845 1110804 1417231 1570387 17917685 18366335 19990826 0 0 X 17917685 18366335 0 0 0 0 17917685 18366335 17917685 18366335 17917685 448650 0 18366335 0 18366335 CAPITAL GAIN DISTRIBUTIONS P 249534 249534 SHORT-TERM CAPITAL LOSS P -22818 -22818 LONG-TERM CAPITAL LOSS P -141174 -141174 85542 0 576700 17859578 0.032291 1210828 19697103 0.061472 1154882 18776912 0.061505 1191303 19060745 0.062500 909550 19787219 0.045967 0.263735 0.052747 19284826 1017217 9071 1026288 731200 18142 0 18142 0 18142 30074 10000 40074 21932 20000 1932 0 0 0 0 0 0 0 0 1 1 0 1 1 OR WA 1 0 0 0 0 1 N/A THE HAUGLAND FAMILY FOUNDATION 5413431418 PO BOX 40190 EUGENE OR 97404 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROSARIA P HAUGLAND 315 HOMER AVE 203 PALO ALTO CA 94301 PRESIDENT, TREASURER AND D 5.00 0 0 0 ALEXANDER D HAUGLAND 84900 S WILLAMETTE ST EUGENE OR 97405 VICE PRESIDENT,DIRECTOR 0.00 0 0 0 CAROLYN K FOWLER 3715 NORICH AVE EUGENE OR 97408 SECRETARY, DIRECTOR 5.00 0 0 0 MARINA HAUGLAND MARTIN 940 SCOTT PALO ALTO CA 94301 DIRECTOR 0.00 0 0 0 ALAN EVANS 101 E BROADWAY EUGENE OR 97401 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 16699826 1214500 1664178 19578504 0 0 19578504 293678 19284826 964241 964241 18142 4693 22835 941406 0 941406 0 941406 731200 0 731200 0 731200 941406 0 0 73950 233412 250388 557750 731200 0 0 0 731200 0 210206 210206 347544 0 0 0 0 0 0 0 347544 97156 250388 ROSARIA P HAUGLAND ALEXANDER D HAUGLAND MARINA HAUGLAND MARTIN X ASIAN WOMEN AND CHILDREN'S CENTERS PO BOX 50971 EUGENE OR 97405 NONE PUBLIC CHARITY OPERATING SUPPORT 10000 BALLET FANTASTIQUE 960 OAK STREET EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 CASCADIA CONCERT OPERA PO BOX 11424 EUGENE OR 97440 NONE PUBLIC CHARITY OPERATING SUPPORT 2000 CENTER FOR COMMUNITY COUNSELING 1465 COBURG ROAD EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 CHAMBER MUSIC AMICI PO BOX 50824 EUGENE OR 97405 NONE PUBLIC CHARITY CONCERT SPONSORSHIP 3000 DAISY CHAIN MOTHERING 1244 LAWRENCE ST EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 3000 DECISION EDUCATION FOUNDATION 745 EMERSON ST PALO ALTO CA 94301 NONE PUBLIC CHARITY OPERATING SUPPORT 100000 EUGENE BALLET COMPANY PO BOX 11200 EUGENE OR 97440 NONE PUBLIC CHARITY OPERATING SUPPORT 40000 EUGENE CONCERT CHOIR 1590 WILLAMETTE ST 400 EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 35000 EUGENE OPERA 1590 WILLAMETTE ST EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 25000 EUGENE SYMPHONY 115 WEST 8TH AVENUE SUITE 115 EUGENE OR 97401 NONE PUBLIC CHARITY CONCERT SPONSORSHIP 20000 HIV ALLIANCE 1966 GARDEN AVENUE EUGENE OR 97403 NONE PUBLIC CHARITY OPERATING SUPPORT 20000 KWAX RADIO UNIVERSITY OF OREGON AGATE HALL EUGENE OR 97403 NONE PUBLIC CHARITY OPERATING SUPPORT 1200 LANE COMMUNITY COLLEGE FOUNDATION 4000 E 30TH AVE EUGENE OR 97405 NONE SCHOOL OPERATING SUPPORT 35000 MUSEO ITALO AMERICANO FT MASON CENTER BLDG C SAN FRANCISCO CA 94123 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 NATURE CONSERVANCY 821 SE 14TH AVENUE PORTLAND OR 97214 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 NETWORK CHARTER SCHOOL 2550 PORTLAND ST EUGENE OR 97405 NONE SCHOOL OPERATING SUPPORT 10000 NORTHWEST YOUTH CORPS 2621 AUGUSTA STREET EUGENE OR 97403 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 OPHELIA'S PLACE 1577 PEARL 200 EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 200000 ORCHESTRA NEXT 2484 WASHINGTON ST EUGENE OR 97405 NONE PUBLIC CHARITY OPERATING SUPPORT 15000 OREGON CONTEMPORARY THEATRE (FKA LORD LEEBRICK THEATRE) 540 CHARNELTON STREET EUGENE OR 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 20000 OREGON MOZART PLAYERS PO BOX 11474 EUGENE OR 97440 NONE PUBLIC CHARITY OPERATING SUPPORT 20000 OREGON SHAKESPEARE FESTIVAL 15 SOUTH PIONEER STREET ASHLAND OR 97520 NONE PUBLIC CHARITY OPERATING SUPPORT 1000 PARENTING NOW (FKA BIRTH TO THREE) 86 CENTENNIAL LOOP EUGENE OH 97401 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 PLANNED PARENTHOOD OF SW OREGON 360 E 10TH AVE STE 104 EUGENE OR 97401 NONE PUBLIC CHARITY BUILDING FUND 50000 RELIEF NURSERY INC 1720 W 25TH AVE EUGENE OR 97405 NONE PUBLIC CHARITY OPERATING SUPPORT 5000 SHELTERCARE PO BOX 23338 EUGENE OR 97402 NONE PUBLIC CHARITY OPERATING SUPPORT 1000 TAMARACK WELLNESS CENTER 3575 DONALD ST STE 300 EUGENE OR 97405 NONE PUBLIC CHARITY BUILDING FUND 50000 UNITED WAY OF LANE COUNTY 3171 GATEWAY LOOP SPRINGFIELD OR 97477 NONE PUBLIC CHARITY OPERATING SUPPORT 10000 VOLUNTEERS IN MEDICINE 3321 W 11TH AVE EUGENE OR 97402 NONE PUBLIC CHARITY OPERATING SUPPORT 15000 WOMENSPACE PO BOX 50127 EUGENE OR 97405 NONE PUBLIC CHARITY OPERATING SUPPORT 10000 731200 0 14 407066 14 414478 18 85542 PARTNERSHIP INCOME 900099 32286 14 -110798 32286 796288 0 828574 0 0 0 0 0 0 0 0 0 0 N/A 0 WELLS FARGO 1450000 1457845 WELLS FARGO 14561446 16024936 UBS FINANCIAL SERVICES AT COST 1417231 969153 WELLS FARGO AT COST 0 601234 LEGAL FEES 433 0 0 INVESTMENT MANAGEMENT FEES 114585 0 0 SOFTWARE FEES 882 0 0 FILING FEES 232 0 0 FOREIGN DIVIDEND FEE 176 0 0 LATE FILING PENALTY 188 0 0 PARTNERSHIP INCOME 414478 414478 414478 PARTNERSHIP INCOME -78512 -78512 FOREIGN TAX 5666 0 0 STATE TAX 1200 0 0 STATE UBIT TAX 25360 0 0 FEDERAL EXCISE TAX 46000 0 0 FEDERAL UBIT 54000 0 0