2022-11-15T14:36:09-06:00 2021-12-31 930874157 GROVE MUELLER & SWANK PC 475 COTTAGE STREET NE SUITE 200 SALEM OR 97301 990 2021-01-01 930817536 OREGON LAW FOUNDATION OREG 5036200222 PO BOX 231935 TIGARD OR 972811935 WILLIAM PENN EXECUTIVE DIRECTOR 5036200222 2022-11-14 1 WILLIAM PENN 999009999 DEVAN W ESCH CPA P00150623 5035817788 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z WILLIAM PENN PO BOX 231935 TIGARD OR 972811935 2861278 0 X WWW.OREGONLAWFOUNDATION.ORG X 1981 OR SUPPORTING ACCESS TO JUSTICE, DISTRIBUTING FUNDS FOR LEGAL SERVICES TO PERSONS OF LESSER MEANS. 13 13 0 13 0 0 42930 39739 1776804 1514789 135739 257312 28 0 1955501 1811840 2665081 2197020 0 0 88607 131301 0 0 0 216772 174726 2970460 2503047 -1014959 -691207 3832833 3134573 168227 170023 3664606 2964550 -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 LAW 0 0 2274678 2197020 1514789 IN 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. 2274678 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X X THE ORGANIZATION 5036200222 PO BOX 231935 TIGARD OR 972811935 DAVID ROSEN PRESIDENT 1.00 X X 0 0 0 G VALERIE COLAS PRESIDENT-ELECT 1.00 X X 0 0 0 ELISE BOUNEFF SECRETARY 1.00 X X 0 0 0 RANDY COMPTON TREASURER 1.00 X X 0 0 0 ETHAN KNIGHT DIRECTOR (THROUGH 12/31/21) 1.00 X 0 0 0 BERNIE THURBER DIRECTOR 1.00 X 0 0 0 TRACI RENEE RAY DIRECTOR (THROUGH 12/31/21) 1.00 X 0 0 0 KRISTEN CONNOR DIRECTOR 1.00 X 0 0 0 LAURA SHIPLEY DIRECTOR 1.00 X 0 0 0 JUSTIN THORP DIRECTOR 1.00 X 0 0 0 BRENT HALL DIRECTOR 1.00 X 0 0 0 CHANPONE SINLAPASAI DIRECTOR 1.00 X 0 0 0 RIMA GHANDOUR DIRECTOR 1.00 X 0 0 0 JUDITH BAKER EXECUTIVE DIRECTOR (THROUGH 9/17/21) 22.00 X 50137 0 15486 WILLIAM PENN EXECUTIVE DIRECTOR (SINCE 10/4/21) 32.00 X 57874 0 7804 108011 0 23290 0 0 0 0 0 37518 2221 39739 IOLTA RECEIPTS 525920 1514789 1514789 1514789 43466 43466 1263284 1049438 213846 213846 213846 1811840 1514789 0 257312 2197020 2197020 131301 32828 98473 36141 36141 2709 2709 20952 20952 12541 12541 83128 25575 57553 2453 2453 1498 1498 LEGAL NEEDS SURVEY STUD 5464 5464 FISCAL SPONSORSHIP DISB 4728 4728 MISCELLANEOUS 3018 3018 IOLTA FEES 2094 2094 2503047 2274678 228369 0 1438575 1190351 2248183 1786663 146075 157559 3832833 3134573 850 1404 154270 154270 13107 14349 168227 170023 X 1864794 1732402 1799812 1232148 3664606 2964550 3832833 3134573 -691207 -8849 0 X 0 1 X 0 0 X 157311 53596 59970 42930 39739 353546 1157057 1712096 2671330 1776804 1514789 8832076 1314368 1765692 2731300 1819734 1554528 9185622 0 0 0 9185622 134850 120019 98744 59631 43466 456710 134850 120019 98744 59631 43466 456710 1026 20 14 28 1088 1450244 1885731 2830058 1879393 1597994 9643420 0.95250 0.94410 0.04740 0.05560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 675 1319 2432 1 1 571511 197927 197927 571511 571511 176773 176773 571511 540970 187381 156840 571511 571511 -23763 6778 540970 571511 118114 118114 571511 1.00000 1 0 0 ACCRUED INTEREST RECEIVABLE 137559 DONATED ART 20000 157559 DUE TO OREGON STATE BAR 14349 14349 X 1788529 -8849 -8849 1797378 14462 14462 1811840 2488585 0 2488585 14462 14462 2503047 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. 1 CATHOLIC CHARITIES 901 SE OAK STREET SUITE 105 PORTLAND OR 97214 930386801 501(C)(3) 75000 0 FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE CENTER FOR NON PROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 84020 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS CLACKAMAS WOMEN'S SERVICES 256 WARNER MILNE RD OREGON CITY OR 97045 930900119 501(C)(3) 32000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS CLASSROOM LAW PROJECT 620 SW MAIN ST STE 102 PORTLAND OR 97205 930847940 501(C)(3) 10000 0 GENERAL PROGRAM SUPPORT DISABILITY RIGHTS OREGON 511 SW 10TH AVENUE SUITE 200 PORTLAND OR 97205 930686170 501(C)(3) 80000 0 FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES ECUMENICAL MINISTRIES OF OREGON - SOAR 7931 NE HALSEY ST STE 302 PORTLAND OR 97213 930625359 501(C)(3) 43000 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME REFUGEES & IMMIGRANTS IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION 10301 NE GLISAN STREET PORTLAND OR 97220 930806295 501(C)(3) 40000 0 FUNDING TO ASSIST FAMILIES TO BECOME SELF-SUFFICIENT AND INTEGRATED INTO OREGON SOCIETY. IMMIGRATION COUNSELING SERVICE 519 SW PARK AVENUE NO 610 PORTLAND OR 97205 930696480 501(C)(3) 165000 0 FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES LEGAL AID SERVICES OF OREGON 520 SW SIXTH AVENUE NO 1130 PORTLAND OR 97204 930635480 501(C)(3) 440760 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS MULTNOMAH VOLUNTEER LAWYERS PROJECT 520 SW SIXTH AVENUE NO 1130 PORTLAND OR 97204 930635480 501(C)(3) 10000 0 GENERAL PROGRAM SUPPORT NEW AVENUES FOR YOUTH 1220 SW COLUMBIA ST PORTLAND OR 972013316 930910213 501(C)(3) 50000 0 FUNDING TO PROVIDE A PATH OF HOPE AND POSSIBILITIES TO HOMELESS AND AT-RISK YOUNG PEOPLE. NORTHWEST WORKERS JUSTICE PROJECT 812 SW WASHINGTON PORTLAND OR 97205 061669651 501(C)(4) 30000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS OREGON LAW CENTER 522 SW FIFTH AVENUE STE 812 PORTLAND OR 97204 931194564 501(C)(3) 942240 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS ST ANDREW LEGAL CLINIC 807 NE ALBERTA STREET PORTLAND OR 97211 930739368 501(C)(3) 125000 0 FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME RESIDENTS OF METROPOLITAN PORTLAND THE LAWYERS' CAMPAIGN FOR EQUAL JUSTICE 620 SW 5TH AVE STE 1225 PORTLAND OR 97204 931193792 501(C)(3) 30000 0 FUNDING TO PROVIDE SERVICES TO LOW INCOME OREGONIANS YOUTH RIGHTS & JUSTICE 1785 NE SANDY BLVD NO 300 PORTLAND OR 972322791 930900864 501(C)(3) 10000 0 GENERAL PROGRAM SUPPORT LUTHERAN COMMUNITY SERVICES NW 4040 SOUTH 188TH ST NO 3000 SEATAC WA 98188 930386860 501(C)(3) 25000 0 HELP REFUGEES FIND STABILITY IN THE PACIFIC NORTHWEST 17 PART I, LINE 2: AS 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. FORM 990, PART VI, SECTION A, LINE 3 THE 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 11B THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.