SN CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SN CHARITABLE FOUNDATION (EIN 84-4673681)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349106431
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T20:47:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | DEUTSCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,025,991 | 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 | $11,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,937 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $304,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$337,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,842,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$21,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,459 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,459 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,642 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,642 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,800 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $192,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,632 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $454,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,251,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,251,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,705,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,501,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,727,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,254,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,553,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,716,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,661,386 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,808,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,081,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,025,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,808,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,081,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,808,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,081,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,808,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,081,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,808,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,727,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,081,063 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,081,063 | 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 | $4,842,033 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,179,733 | CostOrOtherBasisAmt |
| Gain Or Loss | -$337,700 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$337,700 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$337,700 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,347 | SubtotalAmt |
| Tax Based On Investment Income | $3,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,271 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,271 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $924 | OverpaymentAmt |
| Applied To ES Tax | $924 | 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 | Yes (true) | 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 | Yes (true) | 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 | $63,459 | 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 | $117,632 |
| Riverview Trust Company | |||||
| 900 Washington St Ste 900 | VANCOUVER | WA | 98660 | Investment MGMT | $75,087 |
| 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 | $15,540,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,745,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,285,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,285,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,026,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $851,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $851,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,347 | TotalTaxAmt |
| Distributable Before Adj | $847,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $847,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $847,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,501,133 | 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 | $1,501,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $847,981 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $915,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $915,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,501,133 | QualifyingDistributionsAmt |
| Applied To Current Year | $847,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $653,152 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,568,374 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,568,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $915,222 | ExcessFromYear1Amt |
| Excess From Current Year | $653,152 | 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 (88 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 | $2,500 |
| ADOPT ONE BLOCK | |||||||
| 2222 NW HOYT ST APT 302 | PORTLAND | OR | 97210 | N/A | PC | General & Unrestricted | $25,000 |
| ALL CLASSICAL PUBLIC MEDIA INC | |||||||
| 211 SE CARUTHERS ST STE 200 | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN ENVIRONMENTAL HEALTH STUDIES PROJECT INC | |||||||
| 16 LAMOILLE ST | ESSEX JUNCTION | VT | 05452 | N/A | PC | FAN program | $5,000 |
| BRAVER ANGELS INC | |||||||
| 420 LEXINGTON AVE RM 300 | NEW YORK | NY | 10170 | N/A | PC | For work in Oregon and general operations | $25,000 |
| BRIDGE MEADOWS | |||||||
| 8502 N WAYLAND AVE | PORTLAND | OR | 97203 | N/A | PC | General & Unrestricted | $5,000 |
| CALDERA | |||||||
| 224 NW 13TH AVE STE 304 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $1,000 |
| CASCADE AIDS PROJECT | |||||||
| 520 NW DAVIS ST STE 215 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR HUMANE TECHNOLOGY | |||||||
| 77 VAN NESS AVE STE 101 1601 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $50,000 |
| CLASSROOM LAW PROJECT | |||||||
| 1300 SW 6TH AVE STE 190 | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $50,000 |
| CLEAN WATER FUND | |||||||
| 1444 EYE ST NW 400 | WASHINGTON | DC | 20005 | N/A | PC | ReThink Disposable program | $10,000 |
| COLUMBIA RIVER INSTITUTE FOR INDIGENOUS DEVELOPMEN | |||||||
| PO BOX 870 | WARM SPRINGS | OR | 97761 | N/A | PC | CRIID Language school for Tuesday Night Language Class and canoe family | $15,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | for work in Oregon | $10,000 |
| CONFEDERATED LOWER CHINOOK TRIBES AND BANDS | |||||||
| PO BOX 368 | BAY CENTER | WA | 98527 | N/A | PC | To help gain recognition from the federal government for the Chinook Tribe | $2,500 |
| CONFLUENCES | |||||||
| 1109 E 5TH ST | VANCOUVER | WA | 98661 | N/A | PC | General Support for the Confluence Project | $25,000 |
| CUPCAKE GIRLS | |||||||
| 3110 S VALLEY VIEW BLVD STE 201 | LAS VEGAS | NV | 89102 | N/A | PC | For work in Oregon | $50,000 |
| DOUGY CENTER INC | |||||||
| PO BOX 86852 | PORTLAND | OR | 97286 | N/A | PC | General & Unrestricted | $1,000 |
| DOVE LEWIS EMERGENCY ANIMAL HOSPITAL INC | |||||||
| 1945 NW PETTYGROVE ST | PORTLAND | OR | 97209 | N/A | PC | Wildlife Fund | $10,000 |
| DOVE LEWIS EMERGENCY ANIMAL HOSPITAL INC | |||||||
| 1945 NW PETTYGROVE ST | PORTLAND | OR | 97209 | N/A | PC | bird rescue care | $2,500 |
| ECKHART TOLLE FOUNDATION | |||||||
| 413 S ARTHUR AVE | LOUISVILLE | CO | 80027 | 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 |
| FINAL EXIT NETWORK INC | |||||||
| PO BOX 10071 | TALLAHASSEE | FL | 32302 | N/A | PC | General & Unrestricted | $25,000 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 210 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PC | Christian Science Monitor | $5,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | Fluoride Legal program and for work in Oregon on Factory Farming, led by Tarah Heinzen | $15,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN | |||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | General Operations and College Free Speech Rankings Program | $60,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | To support the work of dance artist Tahni Holt, in Portland, Oregon | $5,000 |
| FREEDOM OF THE PRESS FOUNDATION | |||||||
| 601 VAN NESS AVE STE E731 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE COLUMBIA GORGE | |||||||
| 123 NE 3RD AVE STE 108 | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| FRIENDS OF TREES | |||||||
| 3117 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | N/A | PC | General & Unrestricted | $10,000 |
| HEALING ADVOCACY FUND | |||||||
| 8110 SE RAMONA ST | PORTLAND | OR | 97206 | N/A | PC | General & Unrestricted | $50,000 |
| 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 | For the Civx Now Coalition project: Civic Learning Week | $25,000 |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | N/A | PC | Creative Writing Visiting Writer Program and Interlochen 5 Well Being Program | $50,000 |
| JAPANESE GARDEN SOCIETY OF OREGON | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | N/A | PC | Japanese Institute at Portland Japanese Garden | $2,500 |
| L'ARCHE INC | |||||||
| PO BOX 21471 | WASHINGTON | DC | 20009 | N/A | PC | For work in Oregon/Washington area | $10,000 |
| 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 | Taking tribal youth and elders up to traditional digging areas to dig native foods and Bringing elders and youths together to create traditional moccasins and wing dresses | $5,000 |
| NEW AVENUES FOR YOUTH INC | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $1,000 |
| NEWS LITERACY PROJECT INC | |||||||
| 5335 WISCONSIN AVE NW SUITE 440 | WASHINGTON | DC | 20015 | N/A | PC | Concept 2022-2026 fund and Movement Building fund | $25,000 |
| NEXT DOOR INC | |||||||
| 965 TUCKER RD | HOOD RIVER | OR | 97031 | N/A | PC | for Salmon Civilization Educational Programs & Teacher Trainings; programming at public schools which incorporate tribal history and perspectives; tutoring and group projects around self-esteem building to help Native students thrive; and for teacher trainings on how to incorporate tribal perspectives using Oregon and Washington State Tribal Curriculums | $15,000 |
| NORTH COAST LAND CONSERVANCY INC | |||||||
| PO BOX 67 | SEASIDE | OR | 97138 | N/A | PC | Operating and Administrative Support | $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 | strategic planning and general fund | $50,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL ST STE | PORTLAND | OR | 97205 | N/A | PC | Daniel Deutsch Fund | $25,000 |
| OREGON COMMUNITY WAREHOUSE INC | |||||||
| 3969 NE MLK JR BLVD | PORTLAND | OR | 97212 | N/A | PC | General & Unrestricted | $1,000 |
| OREGON CRIME VICTIMS LAW CENTER | |||||||
| 7412 SW BEAVERTON HILLSDALE HWY | PORTLAND | OR | 97225 | N/A | PC | General & Unrestricted | $50,000 |
| OREGON DONKEY SANCTUARY NORTHWEST | |||||||
| 15900 S THAYER RD | OREGON CITY | OR | 97045 | N/A | PC | General & Unrestricted | $2,500 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $10,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $1,000 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $2,500 |
| OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUC | |||||||
| 724 NW DAVIS ST | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $10,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $1,000 |
| OREGON SYMPHONY FOUNDATION | |||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $2,500 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON RD | PORTLAND | OR | 97221 | N/A | PC | General & Unrestricted | $10,000 |
| P EAR | |||||||
| 338 NW 6TH AVE | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $2,500 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL STE 1290 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $10,000 |
| PEACEKEEPER SOCIETY | |||||||
| 3714 4TH ST 2 | UNION GAP | WA | 98903 | N/A | PC | For Little Swan Dancers program for tribal girls to learn traditional dances, language, and traditions; the War Cry Podcast; and for Intertribal Women and Families support Tribal women and children in the NW | $10,000 |
| PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC | |||||||
| 3727 NE ML KING JR BLVD | PORTLAND | OR | 97212 | N/A | PC | General & Unrestricted | $20,000 |
| PONGO FUND | |||||||
| PO BOX 8244 | PORTLAND | OR | 97207 | N/A | PC | General & Unrestricted | $1,000 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PC | PAM CUT program | $2,500 |
| PORTLAND COLUMBIA SYMPHONY | |||||||
| 5860 NE ALAMEDA | PORTLAND | OR | 97213 | N/A | PC | General & Unrestricted | $2,500 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | |||||||
| 15 NE HANCOCK ST | PORTLAND | OR | 97212 | N/A | PC | General & Unrestricted | $2,500 |
| PORTLAND PARKS FOUNDATION | |||||||
| 1500 SW FIRST AVE STE 760 | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $2,500 |
| PORTLAND PIANO INTERNATIONAL | |||||||
| PO BOX 6469 | PORTLAND | OR | 97228 | N/A | PC | General & Unrestricted | $20,000 |
| PORTLAND POLICE ASSOCIATION COVERFOUNDATION INC | |||||||
| PO BOX 11314 | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $500 |
| 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 | Research Assistant Position in Dr. Chris Stauffer's lab | $50,000 |
| PORTLAND YOUTH PHILHARMONIC ASSOCIATION | |||||||
| 9320 SW BARBUR BLVD STE 140 | PORTLAND | OR | 97219 | N/A | PC | General & Unrestricted | $1,000 |
| REWILD | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 2620 N COMMERCIAL AVE | PORTLAND | OR | 97227 | N/A | PC | 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 |
| SIXDEGREES ORG | |||||||
| 10332 MAIN ST UNIT 290 | FAIRFAX | VA | 22030 | N/A | PC | General & Unrestricted | $5,000 |
| SMART READING | |||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $1,000 |
| SOLVE | |||||||
| 2000 SW 1ST AVE STE 400 | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $2,500 |
| TAX FOUNDATION | |||||||
| 1325 G ST NW STE 950 | WASHINGTON | DC | 20005 | N/A | PC | Center of State Policy and TaxEDU program | $35,000 |
| THE MALALA FUND | |||||||
| PO BOX 73767 | WASHINGTON | DC | 20056 | N/A | PC | General & Unrestricted | $5,000 |
| TIDELINES INSTITUTE | |||||||
| PO BOX 100 | GUSTAVUS | AK | 99826 | N/A | PC | General & Unrestricted | $50,000 |
| UNITED CHARITABLE | |||||||
| 44921 GEORGE WASHINGTON BLVD 230 | ASHBURN | VA | 20147 | N/A | PC | FAIR General Operating support | $50,000 |
| URBAN LEAGUE OF PORTLAND | |||||||
| 10 N RUSSELL ST | PORTLAND | OR | 97227 | N/A | PC | General & Unrestricted | $2,500 |
| WE BELONG PDX | |||||||
| 31 SE 52ND AVE | PORTLAND | OR | 97215 | N/A | PC | General & Unrestricted | $15,000 |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVE NW PMB 106-380 | WASHINGTON | DC | 20016 | N/A | PC | Real Milk Campaign | $5,000 |
| WHITE BIRD | |||||||
| PO BOX 99 | PORTLAND | OR | 97207 | N/A | PC | General & Unrestricted | $2,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $10,000 |
| WILD SALMON CENTER | |||||||
| 721 NW NINTH AVE STE 300 | PORTLAND | OR | 97209 | N/A | PC | Oregon Program | $25,000 |
| WILDWOOD ANIMAL RESCUE INC | |||||||
| 13485 COUNTY RD 200 | OXFORD | FL | 34484 | N/A | PC | General & Unrestricted | $10,000 |
| XERCES SOCIETY INC | |||||||
| 628 NE BROADWAY ST STE 200 | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,251,000 | 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 | $11,937 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,157 | 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 | -$337,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$21,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,606 | 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 |
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 | $2,657,309 |
| DFA U S CORE EQUITY 1 PORTFOLI | $2,738,615 | $2,346,531 |
| DFA U.S. SMALL CAP PORTFOLIO | $482,529 | $408,778 |
| ISHARES BARCLAYS US AGGREGATE | $2,905,432 | $2,504,185 |
| ISHARES MSCI EMERGING MARKETS | $570,126 | $441,990 |
| OPPENHEIMER INTERNATIONAL SMAL | $410,313 | $295,656 |
| PIMCO FUNDS FOREIGN BOND FUND | $740,427 | $717,288 |
| VANGUARD 500 INDEX FUND ADM | $1,569,000 | $1,285,745 |
| VANGUARD DEVELOPED MARKETS IDX | $1,288,549 | $1,076,686 |
| VANGUARD DIVIDEND GROWTH FD | $1,059,620 | $990,985 |
| VANGUARD INSTITUTIONAL INDEX | $133,080 | $124,968 |
| VANGUARD MID-CAP INDEX FD ADMI | $981,762 | $831,309 |
| VANGUARD S&P 500 ETF | $191,363 | $156,346 |
| VANGUARD ULTRA ST BND ADMR | $838,138 | $823,610 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $16,800 | LegalFeesAmt |
| Disbursements Charitable Prps | $16,800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $39,772 | $39,772 | |
| Bank Charges | $200 | $200 | |
| Indemnification Insurance | $2,129 | $2,129 | |
| Payroll Processing Fees | $1,322 | $1,322 | |
| Postage/Delivery Service | $71 | $71 | |
| State or Local Filing Fees | $2,306 | $2,306 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $75,087 | $75,087 | |
| Philanthropic Consulting Srvcs | $117,632 | $117,632 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $1,500 |
| 990-PF Extension for 2021 | $127,600 |