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OREGON LAW FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OREGON LAW FOUNDATION (EIN 93-0817536)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349306472
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T13:02:27-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930874157PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROVE MUELLER & SWANK PCBusinessNameLine1Txt

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 Begin2022-01-01TaxPeriodBeginDt

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
Phone5036200222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM PENNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5036200222PhoneNum
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastPENNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEVAN W ESCH CPAPreparerPersonNm
PTINP00150623PTIN
Phone5035817788PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM PENNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,339,721GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OREGONLAWFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionSUPPORTING ACCESS TO JUSTICE, DISTRIBUTING FUNDS FOR LEGAL SERVICES TO PERSONS OF LESSER MEANS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$39,739PYContributionsGrantsAmt
CY Contributions Grants$29,540CYContributionsGrantsAmt
PY Program Service Revenue$1,514,789PYProgramServiceRevenueAmt
CY Program Service Revenue$2,272,163CYProgramServiceRevenueAmt
PY Investment Income$257,312PYInvestmentIncomeAmt
CY Investment Income$16,448CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,811,840PYTotalRevenueAmt
CY Total Revenue$2,318,151CYTotalRevenueAmt
PY Grants And Similar Paid$2,197,020PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,208,809CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$131,301PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$123,104CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$174,726PYOtherExpensesAmt
CY Other Expenses$165,177CYOtherExpensesAmt
PY Total Expenses$2,503,047PYTotalExpensesAmt
CY Total Expenses$2,497,090CYTotalExpensesAmt
PY Revenues Less Expenses-$691,207PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$178,939CYRevenuesLessExpensesAmt
Total Assets BOY$3,134,573TotalAssetsBOYAmt
Total Assets EOY$2,736,939TotalAssetsEOYAmt
Total Liabilities BOY$170,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$175,556TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,964,550NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,561,383NetAssetsOrFundBalancesEOYAmt
Mission-TO SUPPORT ACCESS TO JUSTICE IN OREGON BY OBTAINING AND DISTRIBUTING FUNDS TO PROVIDE LEGAL SERVICES TO PERSONS OF LESSER MEANS-TO PROMOTE DIVERSITY IN THE LEGAL PROFESSION-TO EDUCATE THE PUBLIC ABOUT THE LAWMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,313,653ExpenseAmt
Grant$2,208,809GrantAmt
Revenue$2,272,163RevenueAmt
DescTHE FOUNDATION FUNDED GRANTS OF APPROXIMATELY $2.2 MILLION TO PROVIDE LEGAL AID TO THE POOR, IMPROVE THE ADMINISTRATION OF JUSTICE, AND PROMOTE THE STUDY OF LAW. THE FOUNDATION CONTINUED TO EDUCATE BANKING OFFICIALS AND LAWYERS ABOUT THE IOLTA (INTEREST ON LAWYERS TRUST ACCOUNTS) PROGRAM.Desc
Total Program Service Expenses$2,313,653TotalProgramServiceExpensesAmt
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 Document3IRPDocumentCnt
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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)
Phone5036200222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
G VALERIE COLAS
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CHANPONE SINLAPASAI
PRESIDENT-ELECT1.00Yes (X)Yes (X)$0$0$0
ELISE BOUNEFF
SECRETARY1.00Yes (X)Yes (X)$0$0$0
RANDY COMPTON
TREASURER1.00Yes (X)Yes (X)$0$0$0
DAVID ROSEN
DIRECTOR1.00Yes (X)$0$0$0
BERNIE THURBER
DIRECTOR1.00Yes (X)$0$0$0
KRISTEN CONNOR
DIRECTOR1.00Yes (X)$0$0$0
LAURA SHIPLEY
DIRECTOR1.00Yes (X)$0$0$0
JUSTIN THORP
DIRECTOR1.00Yes (X)$0$0$0
BRENT HALL
DIRECTOR1.00Yes (X)$0$0$0
RIMA GHANDOUR
DIRECTOR1.00Yes (X)$0$0$0
MAGALI SOSA-TIRADO
DIRECTOR1.00Yes (X)$0$0$0
DEBRA VELURE
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM PENN
EXECUTIVE DIRECTOR32.00Yes (X)$93,564$0$29,540
FieldValueIRS element (for citing)
Total Reportable Comp From Org$93,564TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$29,540TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$29,540AllOtherContributionsAmt
Total Contributions$29,540TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescIOLTA RECEIPTSDesc
Business525920BusinessCd
Total Revenue Column$2,272,163TotalRevenueColumnAmt
Related Or Exempt Func Income$2,272,163RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,272,163TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,690TotalRevenueColumnAmt
Exclusion$37,690ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,000,328SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,021,570SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$21,242SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$21,242TotalRevenueColumnAmt
Exclusion-$21,242ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,318,151TotalRevenueColumnAmt
Related Or Exempt Func Income$2,272,163RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,448ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,208,809TotalAmt
Program Services$2,208,809ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$123,104TotalAmt
Program Services$30,776ProgramServicesAmt
Management And General$92,328ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$37,225TotalAmt
Management And General$37,225ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,177TotalAmt
Management And General$15,177ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,572TotalAmt
Management And General$10,572ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$75,040TotalAmt
Program Services$46,905ProgramServicesAmt
Management And General$28,135ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,483TotalAmt
Program Services$3,483ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,078TotalAmt
Program Services$2,078ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,311TotalAmt
Program Services$2,311ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,519TotalAmt
Program Services$15,519ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
IOLTA FEES$3,076$3,076
MISCELLANEOUS$696$696

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,497,090TotalAmt
Program Services$2,313,653ProgramServicesAmt
Management And General$183,437ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$279,505EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,190,351BOYAmt
EOY$838,570EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,786,663BOYAmt
EOY$1,320,919EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$157,559BOYAmt
EOY$297,945EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,134,573BOYAmt
EOY$2,736,939EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,404BOYAmt
EOY$4,700EOYAmt

Grants Payable GrantsPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,349BOYAmt
EOY$16,586EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$170,023BOYAmt
EOY$175,556EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,732,402BOYAmt
EOY$1,878,958EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,232,148BOYAmt
EOY$682,425EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,964,550BOYAmt
EOY$2,561,383EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,134,573BOYAmt
EOY$2,736,939EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$178,939ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$224,228NetUnrlzdGainsLossesInvstAmt
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$53,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,739CurrentTaxYearMinus1YearAmt
Current Tax Year$29,540CurrentTaxYearAmt
Total$225,775TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,712,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,671,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,776,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,514,789CurrentTaxYearMinus1YearAmt
Current Tax Year$2,272,163CurrentTaxYearAmt
Total$9,947,182TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,765,692CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,731,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,819,734CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,554,528CurrentTaxYearMinus1YearAmt
Current Tax Year$2,301,703CurrentTaxYearAmt
Total$10,172,957TotalAmt

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$10,172,957PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,019CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,631CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,466CurrentTaxYearMinus1YearAmt
Current Tax Year$37,690CurrentTaxYearAmt
Total$359,550TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,019CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,631CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,466CurrentTaxYearMinus1YearAmt
Current Tax Year$37,690CurrentTaxYearAmt
Total$359,550TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28CurrentTaxYearMinus2YearsAmt
Total$62TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,885,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,830,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,879,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,597,994CurrentTaxYearMinus1YearAmt
Current Tax Year$2,339,393CurrentTaxYearAmt
Total$10,532,569TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96590PublicSupportCY509Pct
Public Support PY5090.95250PublicSupportPY509Pct
Investment Income CY0.03410InvestmentIncomeCYPct
Investment Income PY0.04740InvestmentIncomePYPct
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$29,500DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$2,183DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$29,749DonorAdvisedFundsVlEOYAmt
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
Contributions$184,134ContributionsAmt
Investment Earnings Or Losses-$175,581InvestmentEarningsOrLossesAmt
Administrative Expenses$8,553AdministrativeExpensesAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$540,970BeginningYearBalanceAmt
Investment Earnings Or Losses$187,381InvestmentEarningsOrLossesAmt
Other Expenditures$156,840OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses-$23,763InvestmentEarningsOrLossesAmt
Other Expenditures$6,778OtherExpendituresAmt
End Year Balance$540,970EndYearBalanceAmt
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$277,945
DONATED ART$20,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$297,945TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OREGON STATE BARDesc
Amt$16,586Amt
FieldValueIRS element (for citing)
Total Liability$16,586TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,080,275TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$224,228NetUnrealizedGainsInvstAmt
Revenue Not Reported-$224,228RevenueNotReportedAmt
Revenue Subtotal$2,304,503RevenueSubtotalAmt
Other Revenues Not Included$13,648OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$13,648RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,318,151TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,483,442TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,483,442ExpensesSubtotalAmt
Other Expenses Not Included$13,648OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$13,648ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,497,090TotalExpensesPerForm990Amt

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 3,076. INVESTMENT FEES 10,572.
PART XII, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 3,076. INVESTMENT FEES 10,572.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (18 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)$75,000$0FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE
CENTER FOR NON PROFIT LEGAL SERVICES
PO BOX 1586MEDFORDOR97501237227761501(C)(3)$94,040$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
CLASSROOM LAW PROJECT
620 SW MAIN ST STE 102PORTLANDOR97205930847940501(C)(3)$12,000$0GENERAL PROGRAM SUPPORT
DISABILITY RIGHTS OREGON
511 SW 10TH AVENUE SUITE 200PORTLANDOR97205930686170501(C)(3)$80,000$0FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES
ECUMENICAL MINISTRIES OF OREGON - SOAR
7931 NE HALSEY ST STE 302PORTLANDOR97213930625359501(C)(3)$43,000$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME REFUGEES & IMMIGRANTS
IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION
10301 NE GLISAN STREETPORTLANDOR97220930806295501(C)(3)$40,000$0FUNDING TO ASSIST FAMILIES TO BECOME SELF-SUFFICIENT AND INTEGRATED INTO OREGON SOCIETY.
IMMIGRATION COUNSELING SERVICE
519 SW PARK AVENUE NO 610PORTLANDOR97205930696480501(C)(3)$165,000$0FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES
LEGAL AID SERVICES OF OREGON
520 SW SIXTH AVENUE NO 1130PORTLANDOR97204930635480501(C)(3)$440,760$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
MULTNOMAH VOLUNTEER LAWYERS PROJECT
520 SW SIXTH AVENUE NO 1130PORTLANDOR97204930635480501(C)(3)$10,000$0GENERAL PROGRAM SUPPORT
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STPORTLANDOR972013316930910213501(C)(3)$50,000$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)$30,000$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
OREGON LAW CENTER
522 SW FIFTH AVENUE STE 812PORTLANDOR97204931194564501(C)(3)$942,240$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
OREGON STATE BAR OLIO PROGRAM
16037 SW UPPER BOONES FERRY RDTIGARDOR97224930601174$5,000$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)$125,000$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)$31,600$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
YOUTH RIGHTS & JUSTICE
1785 NE SANDY BLVD NO 300PORTLANDOR972322791930900864501(C)(3)$10,000$0GENERAL PROGRAM SUPPORT
LUTHERAN COMMUNITY SERVICES NW
4040 SOUTH 188TH ST NO 3000SEATACWA98188930386860501(C)(3)$30,000$0HELP REFUGEES FIND STABILITY IN THE PACIFIC NORTHWEST
CATHOLIC COMMUNITY SERVICES OF LANE COUNTY
1025 G STREETSPRINGFIELDOR97477930409105501(C)(3)$25,000$0TO SUPPORT REFUGEE AND IMMIGRANT LEGAL SERVICES PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
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 (4 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 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.