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OREGON LAW FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OREGON LAW FOUNDATION (EIN 93-0817536)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349310216
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T11:19:22-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850203431PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REDW LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 COTTAGE STREET NE SUITE 200AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP97301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930817536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OREGON LAW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOREGBusinessNameControlTxt
Phone5034473353PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8367AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM PENNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5034473353PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN T PASQUARELLA CPAPreparerPersonNm
PTINP01304274PTIN
Phone5035817788PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerWILLIAM PENNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8367AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,438,190GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OREGONLAWFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO BUILD A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$29,540PYContributionsGrantsAmt
CY Contributions Grants$100,293CYContributionsGrantsAmt
PY Program Service Revenue$2,272,163PYProgramServiceRevenueAmt
CY Program Service Revenue$7,647,487CYProgramServiceRevenueAmt
PY Investment Income$16,448PYInvestmentIncomeAmt
CY Investment Income$167,369CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,318,151PYTotalRevenueAmt
CY Total Revenue$7,915,149CYTotalRevenueAmt
PY Grants And Similar Paid$2,208,809PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,111,395CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$123,104PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$174,132CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$165,177PYOtherExpensesAmt
CY Other Expenses$318,943CYOtherExpensesAmt
PY Total Expenses$2,497,090PYTotalExpensesAmt
CY Total Expenses$2,604,470CYTotalExpensesAmt
PY Revenues Less Expenses-$178,939PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,310,679CYRevenuesLessExpensesAmt
Total Assets BOY$2,736,939TotalAssetsBOYAmt
Total Assets EOY$8,219,765TotalAssetsEOYAmt
Total Liabilities BOY$175,556TotalLiabilitiesBOYAmt
Total Liabilities EOY$71,982TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,561,383NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,147,783NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE OREGON LAW FOUNDATION BUILDS A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON BY:-ENSURING ACCESS TO CIVIL LEGAL HELP FOR PEOPLE WITH LOW INCOMES, OR WHO EXPERIENCE OTHER SYSTEMIC BARRIERS;-PROMOTING EQUITY, DIVERSITY, AND INCLUSION IN THE LEGAL COMMUNITY; AND-EDUCATING THE PUBLIC ABOUT THE LAW AND THE LEGAL SYSTEM.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,379,505ExpenseAmt
Grant$2,111,395GrantAmt
Revenue$7,647,487RevenueAmt
DescTHE OREGON LAW FOUNDATION GRANTED APPROXIMATELY $2.1 MILLION TO BUILD A MORE EQUITABLE LEGAL SYSTEM TO SUPPORT AND FUND JUSTICE FOR ALL IN OREGON BY PROVIDING CIVIL LEGAL HELP, PROMOTING EDI IN THE LEGAL COMMUNITY, AND EDUCATING THE PUBLIC ABOUT THE LEGAL SYSTEM. THE FOUNDATION CONTINUED TO COLLABORATE WITH BANKING OFFICIALS BY CREATING THE LEADERSHIP BANKER ADVISORY COMMITTEE, EDUCATED LAWYERS ABOUT IOLTAS, AND ACTIVELY PARTICIPATED IN NATIONAL EFFORTS THROUGH THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS. THE FOUNDATION BEGAN RESEARCHING CONSUMER DEBT LAWSUITS IN COLLABORATION WITH THE OREGON JUDICIAL DEPARTMENT AND THE PEW CHARITABLE TRUSTS. THE OLF IS WORKING TOWARDS AN OREGON WHERE THE LEGAL SYSTEM IS TRUSTED, FAIR, ACCESSIBLE, AND SERVES THE NEEDS OF ALL.Desc
Total Program Service Expenses$2,379,505TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5034473353PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8367AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
G VALERIE COLAS
DIRECTOR1.00Yes (X)$0$0$0
CHANPONE SINLAPASAI
DIRECTOR1.00Yes (X)$0$0$0
ELISE BOUNEFF
SECRETARY1.00Yes (X)$0$0$0Yes (X)
RANDY COMPTON
TREASURER1.00Yes (X)$0$0$0Yes (X)
DAVID ROSEN
DIRECTOR1.00Yes (X)$0$0$0
KRISTEN CONNOR
DIRECTOR1.00Yes (X)$0$0$0
LAURA SHIPLEY-STROBBE
DIRECTOR1.00Yes (X)$0$0$0
JUSTIN THORP
PRESIDENT-ELECT1.00Yes (X)$0$0$0Yes (X)
BRENT HALL
DIRECTOR1.00Yes (X)$0$0$0
RIMA GHANDOUR
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MAGALI SOSA-TIRADO
DIRECTOR (UNTIL 7/23)1.00Yes (X)$0$0$0
DEBRA VELURE
DIRECTOR1.00Yes (X)$0$0$0
BONNIE RICHARDSON
DIRECTOR (SINCE 9/23)1.00Yes (X)$0$0$0
WILLIAM PENN
EXECUTIVE DIRECTOR35.00$0$113,105$27,198Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$113,105TotReportableCompRltdOrgAmt
Total Other Compensation$27,198TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$30,000GovernmentGrantsAmt
All Other Contributions$70,293AllOtherContributionsAmt
Noncash Contributions$850NoncashContributionsAmt
Total Contributions$100,293TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescIOLTA RECEIPTSDesc
Business525920BusinessCd
Total Revenue Column$7,647,487TotalRevenueColumnAmt
Related Or Exempt Func Income$7,647,487RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,647,487TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,839TotalRevenueColumnAmt
Exclusion$103,839ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$586,571SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$523,041SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$63,530SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,530TotalRevenueColumnAmt
Exclusion$63,530ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,915,149TotalRevenueColumnAmt
Related Or Exempt Func Income$7,647,487RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$167,369ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,111,395TotalAmt
Program Services$2,111,395ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$174,132TotalAmt
Program Services$69,653ProgramServicesAmt
Management And General$104,479ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$38,342TotalAmt
Management And General$38,342ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,350TotalAmt
Management And General$14,350ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,886TotalAmt
Management And General$15,886ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$182,956TotalAmt
Program Services$131,281ProgramServicesAmt
Management And General$51,675ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,309TotalAmt
Program Services$41,309ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,893TotalAmt
Program Services$6,893ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,217TotalAmt
Program Services$1,217ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,043TotalAmt
Program Services$8,043ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$233TotalAmt
Management And General$233ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescIOLTA FEESDesc
Total$9,714TotalAmt
Program Services$9,714ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,604,470TotalAmt
Program Services$2,379,505ProgramServicesAmt
Management And General$224,965ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$279,505BOYAmt
EOY$418,846EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$838,570BOYAmt
EOY$1,229,141EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,320,919BOYAmt
EOY$5,654,877EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$297,945BOYAmt
EOY$916,901EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,736,939BOYAmt
EOY$8,219,765EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,700BOYAmt
EOY$13,728EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$154,270BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,586BOYAmt
EOY$58,254EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,556BOYAmt
EOY$71,982EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,878,958BOYAmt
EOY$7,520,573EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$682,425BOYAmt
EOY$627,210EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,561,383BOYAmt
EOY$8,147,783EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,736,939BOYAmt
EOY$8,219,765EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,310,679ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$275,721NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,970CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,930CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,540CurrentTaxYearMinus1YearAmt
Current Tax Year$100,293CurrentTaxYearAmt
Total$272,472TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,671,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,776,804CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,514,789CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,272,163CurrentTaxYearMinus1YearAmt
Current Tax Year$7,647,487CurrentTaxYearAmt
Total$15,882,573TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,731,300CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,819,734CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,554,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,301,703CurrentTaxYearMinus1YearAmt
Current Tax Year$7,747,780CurrentTaxYearAmt
Total$16,155,045TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$16,155,045PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,690CurrentTaxYearMinus1YearAmt
Current Tax Year$103,839CurrentTaxYearAmt
Total$343,370TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,690CurrentTaxYearMinus1YearAmt
Current Tax Year$103,839CurrentTaxYearAmt
Total$343,370TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28CurrentTaxYearMinus3YearsAmt
Total$42TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,830,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,879,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,597,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,339,393CurrentTaxYearMinus1YearAmt
Current Tax Year$7,851,619CurrentTaxYearAmt
Total$16,498,457TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97920PublicSupportCY509Pct
Public Support PY5090.96590PublicSupportPY509Pct
Investment Income CY0.02080InvestmentIncomeCYPct
Investment Income PY0.03410InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$47,890DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$37,673DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$39,966DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$193,930InvestmentEarningsOrLossesAmt
Other Expenditures$185,364OtherExpendituresAmt
Administrative Expenses$8,566AdministrativeExpensesAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Contributions$184,134ContributionsAmt
Investment Earnings Or Losses-$175,581InvestmentEarningsOrLossesAmt
Administrative Expenses$8,553AdministrativeExpensesAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$197,927InvestmentEarningsOrLossesAmt
Other Expenditures$197,927OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$176,773InvestmentEarningsOrLossesAmt
Other Expenditures$176,773OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$540,970BeginningYearBalanceAmt
Investment Earnings Or Losses$187,381InvestmentEarningsOrLossesAmt
Other Expenditures$156,840OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ACCRUED INTEREST RECEIVABLE$896,901
DONATED ART$20,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$916,901TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OREGON STATE BARDesc
Amt$58,254Amt
FieldValueIRS element (for citing)
Total Liability$58,254TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,165,395TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$275,721NetUnrealizedGainsInvstAmt
Revenue Not Reported$275,721RevenueNotReportedAmt
Revenue Subtotal$7,889,674RevenueSubtotalAmt
Other Revenues Not Included$25,475OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$25,475RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,915,149TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,578,995TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,578,995ExpensesSubtotalAmt
Other Expenses Not Included$25,475OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$25,475ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,604,470TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EARNINGS FROM THE ENDOWMENT WILL BE TRANSFERRED TO THE GENERAL FUND AND BE AVAILABLE FOR DISTRIBUTION TO GRANTEES.
PART X, LINE 2:THE FOUNDATION FOLLOWS THE PROVISIONS ACCOUNTING STANDARDS CODIFICATION (ASC) ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 740. ASC 740 PRESCRIBES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED, WHICH IS A HIGHER THRESHOLD THAN THE ONE IMPOSED FOR CLAIMING DEDUCTIONS ON INCOME TAX RETURNS. ASC 740 DOES NOT HAVE ANY SIGNIFICANT IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL AND STATE INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. THE FOUNDATION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION.
PART XI, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 9,714. INVESTMENT FEES 15,761.
PART XII, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 9,714. INVESTMENT FEES 15,761.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CATHOLIC CHARITIES
901 SE OAK STREET SUITE 105PORTLANDOR97214930386801501(C)(3)$78,750$0FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE
CENTER FOR NON PROFIT LEGAL SERVICES
PO BOX 1586MEDFORDOR97501237227761501(C)(3)$66,000$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
CLACKAMAS WOMEN'S SERVICES
256 WARNER MILNE RDOREGON CITYOR97045930900119501(C)(3)$20,000$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
CIVICS LEARNING PROJECT
1300 SW 6TH AVENUE SUITE 190PORTLANDOR97201930847940501(C)(3)$15,000$0GENERAL PROGRAM SUPPORT
DISABILITY RIGHTS OREGON
511 SW 10TH AVENUE SUITE 200PORTLANDOR97205930686170501(C)(3)$100,000$0FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES
ECUMENICAL MINISTRIES OF OREGON - SOAR
7931 NE HALSEY ST STE 302PORTLANDOR97213930625359501(C)(3)$45,150$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME REFUGEES & IMMIGRANTS
IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION
10301 NE GLISAN STREETPORTLANDOR97220930806295501(C)(3)$42,000$0FUNDING TO ASSIST FAMILIES TO BECOME SELF-SUFFICIENT AND INTEGRATED INTO OREGON SOCIETY.
IMMIGRATION COUNSELING SERVICE
519 SW PARK AVENUE NO 610PORTLANDOR97205930696480501(C)(3)$173,250$0FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES
LEGAL AID SERVICES OF OREGON
520 SW SIXTH AVENUE NO 1130PORTLANDOR97204930635480501(C)(3)$251,353$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
MULTNOMAH VOLUNTEER LAWYERS PROJECT
520 SW SIXTH AVENUE NO 1130PORTLANDOR97204930635480501(C)(3)$14,500$0GENERAL PROGRAM SUPPORT
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STPORTLANDOR972013316930910213501(C)(3)$60,000$0FUNDING TO PROVIDE A PATH OF HOPE AND POSSIBILITIES TO HOMELESS AND AT-RISK YOUNG PEOPLE.
NORTHWEST WORKERS JUSTICE PROJECT
812 SW WASHINGTONPORTLANDOR97205061669651501(C)(4)$40,000$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
OREGON LAW CENTER
522 SW FIFTH AVENUE STE 812PORTLANDOR97204931194564501(C)(3)$864,042$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
OREGON STATE BAR OLIO PROGRAM
16037 SW UPPER BOONES FERRY RDTIGARDOR97224930601174$13,600$0FUNDING FOR RECRUITING AND RETAINING PROGRAMS TO INCREASE RACIAL AND ETHNIC MINORITY DIVERSITY OF THE OREGON STATE BOARD OPPORTUNITIES FOR LAW IN OREGON
ST ANDREW LEGAL CLINIC
807 NE ALBERTA STREETPORTLANDOR97211930739368501(C)(3)$135,000$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME RESIDENTS OF METROPOLITAN PORTLAND
THE LAWYERS' CAMPAIGN FOR EQUAL JUSTICE
620 SW 5TH AVE STE 1225PORTLANDOR97204931193792501(C)(3)$30,000$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
YOUTH RIGHTS & JUSTICE
1785 NE SANDY BLVD NO 300PORTLANDOR972322791930900864501(C)(3)$20,000$0GENERAL PROGRAM SUPPORT
LUTHERAN COMMUNITY SERVICES NW
4040 SOUTH 188TH ST NO 3000SEATACWA98188930386860501(C)(3)$31,500$0HELP REFUGEES FIND STABILITY IN THE PACIFIC NORTHWEST
CATHOLIC COMMUNITY SERVICES OF LANE COUNTY
1025 G STREETSPRINGFIELDOR97477930409105501(C)(3)$26,250$0TO SUPPORT REFUGEE AND IMMIGRANT LEGAL SERVICES PROGRAM
CLACKAMAS WORKFORCE PARTNERSHIP
365 WARNER MILNE RD STE 202OREGON CITYOR97045931246270501(C)(3)$25,000$0FUNDING TO SUPPORT OREGONIANS SEEKING RECORDS EXPUNGEMENT
VICTIM RIGHTS LAW CENTER
11 BEACON STREET SUITE 520BOSTONMA02108020588944501(C)(3)$60,000$0FUNDING TO PROVIDE LEGAL HELP TO SEXUAL ASSAULT VICTIMS IN OREGON
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS A CONDITION FOR ACCEPTING A GRANT, EACH GRANTEE, AT THE END OF THE GRANT PERIOD, IS REQUIRED TO PROVIDE THE FOUNDATION WITH AN AUDIT REPORT THAT COVERS THE GRANT PERIOD, PREPARED BY A CPA. THE AUDIT IS TO BE COMPLETED WITHIN SIX MONTHS FOLLOWING THE END OF THE GRANT PERIOD, UNLESS A WRITTEN REQUEST FOR AN EXTENSION IS APPROVED BY THE FOUNDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE FOUNDATION IS MANAGED WITHIN THE GUIDELINES OF A CONTRACTUAL AGREEMENT WITH THE OREGON STATE BAR, WHO PROVIDES FACILITIES, EQUIPMENT, ADMINISTRATIVE ASSISTANCE AND MANAGEMENT SERVICES.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE AMENDED IN MAY 2023 TO SPECIFY DETAILS OF THE ANNUAL BOARD OF DIRECTORS MEETING AND UPDATED THE ANNUAL MEETING AS THE TIME WHEN NEW OFFICERS SHALL BE ELECTED. THE AMENDMENT ALSO REMOVED ANY MENTION OF MEMBERS SEPARATE FROM THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF GOVERNERS OF THE OREGON STATE BAR APPOINTS 3 BOARD MEMBERS, AND THE CHIEF JUSTICE OF THE OREGON SUPREME COURT APPOINTS 1 BOARD MEMBER.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND SIGN OFF THAT THEY HAVE READ IT, UNDERSTAND IT, AND WILL DISCLOSE ANY KNOWN CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.