OCALLAGHAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OCALLAGHAN FAMILY FOUNDATION (EIN 93-1285835)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349102829
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T14:08:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204823470 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER NORTHWEST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 SW 5TH AVE 2600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972015692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931285835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CALLAGHAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCAL | BusinessNameControlTxt |
| Phone | 5412653695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 NW 10TH ST | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY O'CALLAGHAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5412653695 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGGY | PersonFirstNm |
| Person Last | OCALLAGHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J RILEY | PreparerPersonNm |
| PTIN | P00377245 | PTIN |
| Phone | 5032245321 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $754,246 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,636 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $105 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $316 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,925 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $448,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $486,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $599,321 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $662,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $641,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $662,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $641,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $662,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $641,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $662,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $641,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $662,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $642,683 | SubtotalAmt |
| Other Decreases | $1,435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $641,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $29,636 | GrossSalesPriceAmt |
| Gain Or Loss | $29,636 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,636 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,636 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $713 | OverpaymentAmt |
| Applied To ES Tax | $713 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PEGGY O'CALLAGHAN | IndividualWithBooksNm |
| Phone | 5412653695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 NE 6TH ST | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97365 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PEGGY O'CALLAGHAN | ||||||||
| 349 NW 10TH ST | NEWPORT | OR | 97365 | TREASURER | 0.81 | $2,000 | $0 | $0 |
| LANI O'CALLAGHAN | ||||||||
| 212 KIMERON SE | SALEM | OR | 97306 | DIRECTOR | 0.81 | $2,000 | $0 | $0 |
| COLLEEN O'CALLAGHAN | ||||||||
| 1429 SPRUCE ST | LAKE OSWEGO | OR | 97034 | SECRETARY | 0.90 | $2,000 | $0 | $0 |
| MOLLY J GORGER | ||||||||
| PO BOX 230725 | TIGARD | OR | 97281 | PRESIDENT | 0.63 | $2,000 | $0 | $0 |
| JANET O'CALLAGHAN | ||||||||
| PO BOX 396 | KEALAKEKUA | HI | 96750 | DIRECTOR | 0.42 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $638,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $829,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $829,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $816,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $487 | TotalTaxAmt |
| Distributable Before Adj | $40,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,350 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,183 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,038 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,681 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,183 | ExcessFromYear2Amt |
| Excess From Year1 | $460 | ExcessFromYear1Amt |
| Excess From Current Year | $14,038 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL CITY CONCERN | |||||||
| 232 NW SIXTH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL SUPPORT | $3,928 |
| CHILDREN'S CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY 140 | PORTLAND | OR | 97209 | NONE | PC | GENERAL SUPPORT | $500 |
| CHURCH AT THE PARK | |||||||
| 2410 TURNER ROAD SE | SALEM | OR | 97302 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CLACKAMAS WOMENS SERVICES | |||||||
| 256 WARNER MILNE RD | OREGON CITY | OR | 97045 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FRIENDS OF NEWPORT PARKS AND RECREATION INC | |||||||
| PO BOX 506 | NEWPORT | OR | 97365 | NONE | PC | GENERAL SUPPORT | $8,782 |
| HOSPICE OF KONA | |||||||
| PO BOX 4130 | KAILUA KONA | HI | 96740 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ISAAC'S ROOM | |||||||
| 299 COTTAGE ST NE | SALEM | OR | 97301 | NONE | PC | GENERAL SUPPORT | $2,000 |
| LOOKING GLASS COMMUNITY SERVICES | |||||||
| 1790 W 11TH AVE 200 | EUGENE | OR | 97402 | NONE | PC | GENERAL SUPPORT | $500 |
| MARION-POLK FOOD SHARE | |||||||
| 1660 SALEM INDUSTRIAL DR NE | SALEM | OR | 97301 | NONE | PC | GENERAL SUPPORT | $982 |
| MISSION STREET PARKS CONSERVANCY | |||||||
| 600 MISSION ST SE | SALEM | OR | 97302 | NONE | PC | GENERAL SUPPORT | $900 |
| NAMI HAWAII | |||||||
| 770 KAPIOLANI BOULEVARD 613 | HONOLULU | HI | 96813 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OREGON FOOD BANK | |||||||
| 7900 NE 33RD DR | PENDLETON | OR | 97211 | NONE | PC | GENERAL SUPPORT | $3,782 |
| OUTRIGHT ACTION INTERNATIONAL | |||||||
| 216 E 45TH STREET 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $2,927 |
| SALEM FOR REFUGEES | |||||||
| 555 GAINES ST NE | SALEM | OR | 97301 | NONE | PC | GENERAL SUPPORT | $2,000 |
| STREET ROOTS | |||||||
| 211 NW DAVIS ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL SUPPORT | $782 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $2,927 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $500 |
| YMCA | |||||||
| 9500 SW BARBUR BLVD STE 200 | PORTLAND | OR | 97219 | NONE | PC | GENERAL SUPPORT | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,910 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX STOCK FUND | AT COST | $202,910 | $314,150 |
| DODGE & COX BALANCED FUND | AT COST | $208,518 | $212,431 |
| T. ROWE PRICE BLUE CHIP GROWTH FUND | AT COST | $56,751 | $55,533 |
| PARNASSUS CORE EQUITY INVESTOR FUND | AT COST | $13,074 | $13,162 |
| VANGUARD FUNDS | AT COST | $5,070 | $4,045 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX AND RELATED | Desc |
| Amt | $1,435 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37 | DisbursementsCharitablePrpsAmt |