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OREGON LAW FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OREGON LAW FOUNDATION (EIN 93-0817536)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349319018
Schema version
2021v4.2
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)
Return2022-11-15T14:36:09-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-14SignatureDt
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

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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,861,278GrossReceiptsAmt
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$42,930PYContributionsGrantsAmt
CY Contributions Grants$39,739CYContributionsGrantsAmt
PY Program Service Revenue$1,776,804PYProgramServiceRevenueAmt
CY Program Service Revenue$1,514,789CYProgramServiceRevenueAmt
PY Investment Income$135,739PYInvestmentIncomeAmt
CY Investment Income$257,312CYInvestmentIncomeAmt
PY Other Revenue$28PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,955,501PYTotalRevenueAmt
CY Total Revenue$1,811,840CYTotalRevenueAmt
PY Grants And Similar Paid$2,665,081PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,197,020CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$88,607PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$131,301CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$216,772PYOtherExpensesAmt
CY Other Expenses$174,726CYOtherExpensesAmt
PY Total Expenses$2,970,460PYTotalExpensesAmt
CY Total Expenses$2,503,047CYTotalExpensesAmt
PY Revenues Less Expenses-$1,014,959PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$691,207CYRevenuesLessExpensesAmt
Total Assets BOY$3,832,833TotalAssetsBOYAmt
Total Assets EOY$3,134,573TotalAssetsEOYAmt
Total Liabilities BOY$168,227TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,023TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,664,606NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,964,550NetAssetsOrFundBalancesEOYAmt
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$2,274,678ExpenseAmt
Grant$2,197,020GrantAmt
Revenue$1,514,789RevenueAmt
DescIN ADDITION TO FUNDING 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$2,274,678TotalProgramServiceExpensesAmt
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 (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID ROSEN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
G VALERIE COLAS
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
ETHAN KNIGHT
DIRECTOR (THROUGH 12/31/21)1.00Yes (X)$0$0$0
BERNIE THURBER
DIRECTOR1.00Yes (X)$0$0$0
TRACI RENEE RAY
DIRECTOR (THROUGH 12/31/21)1.00Yes (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
CHANPONE SINLAPASAI
DIRECTOR1.00Yes (X)$0$0$0
RIMA GHANDOUR
DIRECTOR1.00Yes (X)$0$0$0
JUDITH BAKER
EXECUTIVE DIRECTOR (THROUGH 9/17/21)22.00Yes (X)$50,137$0$15,486
WILLIAM PENN
EXECUTIVE DIRECTOR (SINCE 10/4/21)32.00Yes (X)$57,874$0$7,804
FieldValueIRS element (for citing)
Total Reportable Comp From Org$108,011TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$23,290TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$37,518GovernmentGrantsAmt
All Other Contributions$2,221AllOtherContributionsAmt
Total Contributions$39,739TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescIOLTA RECEIPTSDesc
Business525920BusinessCd
Total Revenue Column$1,514,789TotalRevenueColumnAmt
Related Or Exempt Func Income$1,514,789RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,514,789TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,466TotalRevenueColumnAmt
Exclusion$43,466ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,263,284SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,049,438SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$213,846SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,846TotalRevenueColumnAmt
Exclusion$213,846ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,811,840TotalRevenueColumnAmt
Related Or Exempt Func Income$1,514,789RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$257,312ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,197,020TotalAmt
Program Services$2,197,020ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$131,301TotalAmt
Program Services$32,828ProgramServicesAmt
Management And General$98,473ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$36,141TotalAmt
Management And General$36,141ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,709TotalAmt
Management And General$2,709ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,952TotalAmt
Management And General$20,952ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,541TotalAmt
Management And General$12,541ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$83,128TotalAmt
Program Services$25,575ProgramServicesAmt
Management And General$57,553ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,453TotalAmt
Program Services$2,453ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,498TotalAmt
Program Services$1,498ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
LEGAL NEEDS SURVEY STUD$5,464$5,464
FISCAL SPONSORSHIP DISB$4,728$4,728
MISCELLANEOUS$3,018$3,018
IOLTA FEES$2,094$2,094

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,503,047TotalAmt
Program Services$2,274,678ProgramServicesAmt
Management And General$228,369ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,438,575BOYAmt
EOY$1,190,351EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,248,183BOYAmt
EOY$1,786,663EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$146,075BOYAmt
EOY$157,559EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,832,833BOYAmt
EOY$3,134,573EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$850BOYAmt
EOY$1,404EOYAmt

Grants Payable GrantsPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,107BOYAmt
EOY$14,349EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$168,227BOYAmt
EOY$170,023EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,864,794BOYAmt
EOY$1,732,402EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,799,812BOYAmt
EOY$1,232,148EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,664,606BOYAmt
EOY$2,964,550EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,832,833BOYAmt
EOY$3,134,573EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$691,207ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,849NetUnrlzdGainsLossesInvstAmt
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$157,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,596CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,970CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,930CurrentTaxYearMinus1YearAmt
Current Tax Year$39,739CurrentTaxYearAmt
Total$353,546TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,157,057CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,712,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,671,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,776,804CurrentTaxYearMinus1YearAmt
Current Tax Year$1,514,789CurrentTaxYearAmt
Total$8,832,076TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,314,368CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,765,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,731,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,819,734CurrentTaxYearMinus1YearAmt
Current Tax Year$1,554,528CurrentTaxYearAmt
Total$9,185,622TotalAmt

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$9,185,622PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$134,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,019CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,631CurrentTaxYearMinus1YearAmt
Current Tax Year$43,466CurrentTaxYearAmt
Total$456,710TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$134,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,019CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,631CurrentTaxYearMinus1YearAmt
Current Tax Year$43,466CurrentTaxYearAmt
Total$456,710TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Total$1,088TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,450,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,885,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,830,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,879,393CurrentTaxYearMinus1YearAmt
Current Tax Year$1,597,994CurrentTaxYearAmt
Total$9,643,420TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95250PublicSupportCY509Pct
Public Support PY5090.94410PublicSupportPY509Pct
Investment Income CY0.04740InvestmentIncomeCYPct
Investment Income PY0.05560InvestmentIncomePYPct
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$675DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,319DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,432DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses-$23,763InvestmentEarningsOrLossesAmt
Other Expenditures$6,778OtherExpendituresAmt
End Year Balance$540,970EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$118,114InvestmentEarningsOrLossesAmt
Other Expenditures$118,114OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ACCRUED INTEREST RECEIVABLE$137,559
DONATED ART$20,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$157,559TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OREGON STATE BARDesc
Amt$14,349Amt
FieldValueIRS element (for citing)
Total Liability$14,349TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,788,529TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,849NetUnrealizedGainsInvstAmt
Revenue Not Reported-$8,849RevenueNotReportedAmt
Revenue Subtotal$1,797,378RevenueSubtotalAmt
Other Revenues Not Included$14,462OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$14,462RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,811,840TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,488,585TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,488,585ExpensesSubtotalAmt
Other Expenses Not Included$14,462OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$14,462ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,503,047TotalExpensesPerForm990Amt

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 2,094. INVESTMENT FEES 12,368.
PART XII, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 2,094. INVESTMENT FEES 12,368.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (17 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)$84,020$0FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
CLACKAMAS WOMEN'S SERVICES
256 WARNER MILNE RDOREGON CITYOR97045930900119501(C)(3)$32,000$0FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS
CLASSROOM LAW PROJECT
620 SW MAIN ST STE 102PORTLANDOR97205930847940501(C)(3)$10,000$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
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)$30,000$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)$25,000$0HELP REFUGEES FIND STABILITY IN THE PACIFIC NORTHWEST
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt

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.