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JUAN YOUNG TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JUAN YOUNG TRUST (EIN 93-1245000)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-08
IRS object ID
202011609349100676
Schema version
2019v5.1
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)
Return2020-06-08T13:41:50-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930418710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELAP LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15885 MEADOWS ROAD NO 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931245000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUAN YOUNG TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUANBusinessNameControlTxt
Phone5036974118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO DELAP 5885 MEADOWS RD NO 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970352564ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTOINETTE ARENZ SCOTT KLUSMANNPersonNm
Person TitleCO-TRUSTEESPersonTitleTxt
Phone5036974118PhoneNum
Signature2020-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET WALLIS CPAPreparerPersonNm
PTINP00853258PTIN
Phone5036974118PhoneNum
Preparation2020-06-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.14.192.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-03IPDt
IP Tm15:27:38IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8F5D6AFCA11DB172F730E55604FA5BD65C013B34AtSubmissionCreationDeviceId
At Submission Filing Device IdC9C56614DEA4E3F8F2BAE576B1AB9F35B16A97BEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,161,476FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$281,546DividendsRevAndExpnssAmt
Dividends Net Invst Incm$281,546DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$292,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,457,847GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$292,659CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$574,219TotalRevAndExpnssAmt
Total Net Invst Incm$574,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$280,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$29,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$217,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,830AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,220AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,358OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,358OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,836TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,420OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$364,664TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$91,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$226,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,700,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,700,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,064,664TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$91,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,926,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,490,445ExcessRevenueOverExpensesAmt
Net Investment Income$482,631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,469SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,817SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$559USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,107USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,107USGovtObligationsEOYFMVAmt
Other Investments BOY$10,067,994OtherInvestmentsBOYAmt
Other Investments EOY$8,598,653OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,142,552OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,609LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,609LandBldgEquipAccumDeprecAmt
Total Assets BOY$10,108,022TotalAssetsBOYAmt
Total Assets EOY$8,617,577TotalAssetsEOYAmt
Total Assets EOYFMV$9,161,476TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,108,022NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,617,577NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,108,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,617,577TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,108,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,617,577TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,108,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,490,445ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,617,577SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,617,577TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2019-12-31$7,388,275$7,165,188$223,087$223,087
CAPITAL GAINS DIVIDENDSP$69,572$69,572$69,572
FieldValueIRS element (for citing)
Capital Gain Net Income$292,659CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,019,892AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,175,439NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.180744DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,912,562AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,549,078NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.152407DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,915,641AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,179,923NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.145345DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,877,377AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,104,580NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.124292DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,775,226AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,745,810NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.106010DistributionYr5Rt
Total Distribution0.708798TotalDistributionRt
Average Distribution0.141760AverageDistributionRt
Net Vl Noncharitable Assets$9,409,701NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,333,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,826NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,338,745AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,926,220QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,826InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,826SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,826TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,370EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,370TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$544OverpaymentAmt
Applied To ES Tax$544AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://GOSWPARTNERS.WIXSITE.COM/JUANYOUNGTRUSTWebsiteAddressTxt
Individual With BooksDELAP LLPIndividualWithBooksNm
Phone5036974118PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15885 MEADOWS ROAD NO 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970352564ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTOINETTE K ARENZ
3300 NW 185TH AVE PMB 92PORTLANDOR97229TRUSTEE35.00$140,000$0$0
SCOTT G KLUSMANN
1980 WILLAMETTE FALLS DR 120/252WEST LINNOR97068TRUSTEE35.00$140,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,517,696AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,300AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,552,996TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,552,996AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,295CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,409,701NetVlNoncharitableAssetsAmt
Minimum Investment Return$470,485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$470,485MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,826TaxBasedOnInvestmentIncomeAmt
Total Tax$4,826TotalTaxAmt
Distributable Before Adj$465,659DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$465,659DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$465,659DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,926,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,926,220QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,826PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,921,394AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$465,659DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$955,553ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,144,344ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,253,266ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,311,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,476,060ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,140,423TotalExcessDistributionCyovAmt
Qualifying Distributions$1,926,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$465,659AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,460,561RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,600,984TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$955,553ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,645,431ExcessDistriCyovToNextYrAmt
Excess From Year4$1,144,344ExcessFromYear4Amt
Excess From Year3$1,253,266ExcessFromYear3Amt
Excess From Year2$1,311,200ExcessFromYear2Amt
Excess From Year1$1,476,060ExcessFromYear1Amt
Excess From Current Year$1,460,561ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxtAddress Line2RecipientUSAddress/AddressLine2Txt
PLEASE SEE CONTACT INFO AT HTTPGOSW
3300 NW 185TH AVE PMB 92PORTLANDOR972295037359831PLEASE REQUEST AN APPLICATION VIA THE WESTERN DIVISION EMAIL ADDRESS ON THE WEBSITE AT HTTP://GOSWPARTNERS.WIXSITE.COM/JUANYOUNGTRUST.SEE APPLICATION PACKET AT HTTP://GOSWPARTNERS.WIXSITE.COM/JUANYOUNGTRUST.501 (C) (3) ORGANIZATIONS IN OREGON PROMOTING THE HEALTH, EDUCATION AND/OR WELFARE OF CHILDREN UNDER THE AGE OF 21.
PLEASE SEE CONTACT INFO AT HTTPGOSW
1980 WILLAMETTE FALLS DRIVE SUITEWEST LINNOR970685037227080PLEASE REQUEST AN APPLICATION VIA THE EASTERN DIVISION EMAIL ADDRESS ON THE WEBSITE AT HTTP://GOSWPARTNERS.WIXSITE.COM/JUANYOUNGTRUST.SEE APPLICATION PACKET AT HTTP://GOSWPARTNERS.WIXSITE.COM/JUANYOUNGTRUST.501 (C) (3) ORGANIZATIONS IN OREGON PROMOTING THE HEALTH, EDUCATION AND/OR WELFARE OF CHILDREN UNDER THE AGE OF 21.120/252

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (262 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABBY'S CLOSET
PO BOX 402WEST LINNOR97068PCEDUCATION SCHOLARSHIPS FOR H.S.GRADUATES 2019$3,000
ADELANTE MUJERES
2030 MAIN STREET SUITE AFOREST GROVEOR97116PCPARENTING PROGRAM 2020$5,000
AIRWAY SCIENCE FOR KIDS
PO BOX 4142PORTLANDOR97208PCSTEM EDUCATION PROGRAM$10,000
ALBERTINA KERR CENTERS FOUNDATION
424 NE 22ND AVENUEPORTLANDOR97232SO ICRISIS PSYCHIATRIC CARE PROGRAM$10,000
ALDER COLLEGE
618 NW GLISAN SUITE 303DPORTLANDOR97209PCEDUCATION COLLEGE PREP PROGRAM 2019$4,000
ALOHA HIGH SCHOOL BOOSTER CLUB INC
18550 SW KINNAMAN ROADALOHAOR97078PCEDUCATION GRADUATION CELEBRATION 2019$2,000
AMERICAN DIABETES ASSOCIATION
4380 SW MACADAM SUITE 270PORTLANDOR97239PCHEALTH SAFE AT SCHOOL PROGRAM 2020$4,000
ARTISTS REPERTORY THEATRE
1515 SW MORRISONPORTLANDOR97205PCEDUCATION SCHOOL BASED THEATRE PROGRAM 2019-20$3,000
ARTS COUNCIL OF PENDLETON
214 NORTH MAINPENDLETONOR97801PCARTS EDUCATION PROGRAM$5,000
ASHA
PO BOX 2057BEAVERTONOR97075PCHEALTH MENTAL HEALTH PROGRAM$8,000
ASIAN AMERICAN YOUTH LEADERSHIP
2211 SW 1ST AVENUE 103PORTLANDOR97201PCEDUCATION ANNUAL CONFERENCE 2019$1,000
ASSISTANCE LEAGUE OF EUGENE
1149 WILLAMETTE STREETEUGENEOR97401PCHEALTH NUTRITION PROGRAM FOR STUDENTS$2,000
ASSISTANCE LEAGUE OF PORTLAND
4000 SW 117TH AVENUEBEAVERTONOR97005PCEDUCATION OPERATION SCHOOL BELL 2019$5,000
AUTISTIC COMMUNITY ACTIVITY PROGRAM
PO BOX 4606PORTLANDOR97208PCLIFE SKILLS PROGRAM$2,500
B'NAI B'RITH MEN'S CAMP ASSOCIATION
9400 SW BEAVERTON-HILLSDALE HWY 200BEAVERTONOR97005PCHEALTH AND SAFETY SUMMER DAY CAMP 2019$5,000
BAG AND BAGGAGE PRODUCTIONS
350 EAST MAIN STREETHILLSBOROOR97123PCEDUCATION THEATRE PROGRAM FOR STUDENTS 2019-20$2,000
BANKS BUXTON PARENT ASSOCIATION
13050 NW MAIN STREETBANKSOR97106PCEDUCATION EQUIPMENT PURCHASE$3,000
BEAVERTON EDUCATION FOUNDATION
3800 SW CEDAR HILLS BLVD SUITE 168BEAVERTONOR97005PCEDUCATION MUSIC PROGRAMS K-12 2019-20$14,000
BEAVERTON HIGH SCHOOL BOOSTER CLUB
2510 1ST STREETBEAVERTONOR97141PCEDUCATION GRADUATION CELEBRATION 2019$2,000
BIENESTAR INC
2020 SE 12TH AVENUE SUITE A-100HILLSBOROOR97123PCEDUCATION COLLEGE PREP PROGRAM 2019$4,000
BIG BROTHERS BIG SISTERS OF CENTRAL OR
62895 HAMBY ROADBENDOR97701PCYOUTH MENTORING PROGRAM$5,000
BOOST OR
PO BOX 8635PORTLANDOR97207PCHEALTH IMMUNIZATION WORKSHOPS 2020$5,000
BOYS AND GIRLS AID OR
9320 SW BARBUR BLVD 200PORTLANDOR97219PCEDUCATION TRANSITIONAL LIVING PROGRAM$5,000
BOYS AND GIRLS CLUB OF CORVALLIS
1112 NW CIRCLE BLVDCORVALLISOR97330PCEDUCATION SUMMER BRAIN GAIN 2019$5,000
BROADWAY ROSE THEATRE
PO BOX 231004TIGARDOR97281PCEDUCATION SUMMER PROGRAM 2019$5,000
CALDERA
224 NW 13TH AVENUE SUITE 304PORTLANDOR97209PCARTS EDUCATION PROGRAM$5,000
CAMP FIRE COLUMBIA
1411 SW MORRISON STREET 300PORTLANDOR97205PCHEALTH CAMP FIRE PROJECTS$10,000
CAMP UKANDU
601 SW 2ND AVENUE SUITE 2300PORTLANDOR97204PCHEALTH OUTDOOR CAMP SUMMER 2019$7,000
CANDLELIGHTERS FOR CHILDREN
6600 SW 92ND AVENUE SUITE 160PORTLANDOR97223PCHEALTH FAMILY CAMP SUMMER 2019$5,000
CANNON BEACH HISTORICAL SOCIETY
PO BOX 1005CANNON BEACHOR97110PCHEALTH EAT WELL PLAY WELL PROGRAM$5,000
CAPELLA ROMANA
620 SW MAIN STREET SUITE 714PORTLANDOR97205PCEDUCATION SCHOOL BASED MUSIC PROGRAM$3,000
CASA FOR CHILDREN OF MULTNOMAH COUNTY
1401 NE 68TH AVENUEPORTLANDOR97213PCYOUTH ADVOCATE PROGRAM$10,000
CASA JACKSON AND JOSEPHINE COUNTIES
409 NORTH FRONT STREETMEDFORDOR97501PCEDUCATION FOSTERING FUTURES PROGRAM$5,000
CASA OF LANE COUNTY FOUNDATION
174 DEADMOND FERRY RDSPRINGFIELDOR97477PCEDUCATION SERVING THE NEED PROGRAM 2019$5,000
CASA OF CLACKAMAS COUNTY
421 HIGH STREET 108OR CITYOR97045PCYOUTH ADVOCATE PROGRAM$10,000
CASA OF DOUGLAS COUNTY
545 WEST UMPQUA STREET SUITE 2ROSEBURGOR97471PCEDUCATION VOLUNTEER TRAINING 2020$5,000
CASA VOICES FOR CHILDREN
129 NW 4TH STREET SUITE BCORVALLISOR97330PCEDUCATION PROGRAM YEAR 2020$5,000
CASCADE AIDS PROJECT
520 NW DAVIS STREET SUITE 215PORTLANDOR97209PCHEALTH OUTDOOR SUMMER PROGRAM 2019$5,000
CEDAR MILL ELEMENTARY PTC
10265 NW CORNELL ROADPORTLANDOR97229PCHEALTH AND SAFETY PROJECT$4,000
CHAMBER MUSIC NORTHWEST
2300 SW 1ST AVENUE SUITE 103PORTLANDOR97201PCEDUCATION SUMMER MUSIC PROGRAMS 2019$5,000
CHIC TECH
921 SW WASHINGTON STREET SUITE 500PORTLANDOR97205PCEDUCATION PCC PROGRAM SUMMER 2019$4,000
CHILDREN'S BOOK BANK
2680 SW RAVENSVIEW DRIVEPORTLANDOR97201PCEDUCATION SUMMER SLIDE PROGRAM 2019$4,000
CHILDREN'S CANCER ASSOCIATION
1200 NW NAITO PARKWAY SUITE 140PORTLANDOR97209PCHEALTH MYMUSICRX YEAR 2019$10,000
CHILDREN'S COURSE
19825 RIVER ROADGLADSTONEOR97027PCEDUCATION SCHOOL BASED GOLF PROGRAM$10,000
CHILDREN'S FARM HOME
3415 SE POWELL BLVDPORTLANDOR97202PCHEALTH CORVALLIS MENTAL HEALTH PROGRAM$12,000
CHILDREN'S LITERACY PROJECT
333 SOUTH STATE STREET V 163LAKE OSWEGOOR97034PCEDUCATION VOLUNTEER PROGRAM 2019$3,000
CLACKAMAS COUNTY ARTS ALLIANCE
PO BOX 2181OR CITYOR97045PCARTS EDUCATION PROGRAM$5,000
CLACKAMAS COUNTY HISTORICAL SOCIETY
211 TUMWATER DRIVEOR CITYOR97045PCHANDS-ON HISTORICAL EXHIBIT$10,000
COLLEGE DREAMS
PO BOX 1406GRANTS PASSOR97528PCEDUCATION COLLEGE PREP PROGRAM 2019$3,000
COLUMBIA CHRISTIAN SCHOOLS
413 NE 91ST AVENUEPORTLANDOR97220PCTECHNOLOGY UPGRADE PROJECT$10,000
COLUMBIA PACIFIC FOOD BANK
PO BOX 1031SAINT HELENSOR97051PCFRESH FOOD PROGRAM YEAR 2020$5,000
COMMUNITY TRANSITIONAL SCHOOL
6601 NE KILLINGSWORTH STREETPORTLANDOR97218PCHOMELESS EDUCATION PROGRAM$10,000
CONCORDIA UNIVERSITY FOUNDATION
2811 NE HOLMAN STREETPORTLANDOR97211PCTEACHER TRAINING PROGRAM$10,000
CONSTRUCTING HOPE PRE-APPRENTICESHIP PROGRAM
405 NE CHURCH STREETPORTLANDOR97211PCCONSTRUCTION APPRENTICESHIP PROGRAM$10,000
CORBAN UNIVERSITY
5000 DEER PARK DR SESALEMOR97317PCSCHOLARSHIPS$5,000
CORBAN UNIVERSITY
5000 DEER PARK DRIVE SESALEMOR97317PCSCIENCE EDUCATION PROGRAM$10,000
CYO CAMP HOWARD
825 NE 20TH AVENUEPORTLANDOR97232PCCAPITAL CAMPAIGN$10,000
DAMASCUS CHRISTIAN EDUCATION FOUNDATION
14251 SE RUST WAYDAMASCUSOR97089SO ITECHNOLOGY UPGRADE PROJECT$10,000
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
7528 N FENWICK AVENUEPORTLANDOR97217PCWORK STUDY EDUCATION PROGRAM$10,000
DEPAUL TREATMENT CENTERS
PO BOX 3007PORTLANDOR97208PCCAPITAL CAMPAIGN$10,000
DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION
1121 SW SALMON STREET SUITE 100PORTLANDOR97205PCHEALTH EQUIPMENT PURCHASE$15,000
DOUGLAS CO SOCIETY ST VINCENT DEPAUL
PO BOX 1258MYRTLE CREEKOR97457PCHEALTH NUTRITION PROGRAM FOR CHILDREN$5,000
EASTERN OR REGIONAL ARTS COUNCIL
PO BOX 541LA GRANDEOR97850PCARTS EDUCATION PROGRAM$5,000
EASTERN OR UNIVERSITY
ONE UNIVERSITY BLVDLA GRANDEOR97850GOVSCHOLARSHIPS$8,000
ECO-SCHOOL NETWORK
310 SW 4TH AVENUE SUITE 409PORTLANDOR97204PCEDUCATION SCHOOL BASED PROGRAM 2019-20$8,000
ECOLOGY IN CLASSROOMS & OUTDOORS
PO BOX 90293PORTLANDOR97290PCECOLOGY EDUCATION PROGRAM$5,000
ECUMENICAL MINISTRIES OR
0245 SW BANCROFT STREET SUITE BPORTLANDOR97239PCEDUCATION SECOND HOME PROGRAM 2020$5,000
ELEVATE OR
12215 NE MARX STREETPORTLANDOR97230PCYOUTH MENTORING PROGRAM$5,000
FAITHFUL FRIENDS MENTORING PROGRAM
PO BOX 12405PORTLANDOR97212PCMENTORING PROGRAM$7,500
FAMILY BUILDING BLOCKS
2425 LANCASTER DRIVE NESALEMOR97305PCHEALTH EARLY CHILDHOOD PROGRAM POLK CO$5,000
FAMILY JUSTICE CENTER
735 SW 158TH AVENUEBEAVERTONOR97006PCGENERAL WELFARE DOMESTIC VIOLENCE PROGRAM$5,000
FAMILY OF FRIENDS MENTORING
1333 NW EASTMAN PARKWAYGRESHAMOR97030PCYOUTH MENTORSHIP PROGRAM$5,000
FARMINGTON VIEW PAE
8300 SW HILLSBORO HIGHWAYHILLSBOROOR97123PCEDUCATION SCHOOL BASED MATH PROGRAM 2019-20$5,000
FINANCIAL BEGINNINGS
1326 SW 12TH SUITE 300PORTLANDOR97202PCEDUCATION IN SCHOOL FINANCE PROGRAM 2019-20$5,000
FOOD FOR LANE COUNTY
770 BAILEY HILL ROADEUGENEOR97402PCHEALTH NUTRITION PROGRAMS FOR CHILDREN$7,500
FOOD ROOTS
PO BOX 1275TILLAMOOKOR97141PCHEALTH FARM TO SCHOOL PROGRAM 2019-20$3,000
FORWARD STRIDE
23839 SW DANIEL ROADBEAVERTONOR97078PCHEALTH EQUESTRIAN PROGRAM 2020$5,000
FOUR RIVER CULTURAL CENTER
676 SW 5TH AVENUEONTARIOOR97914PCARTS EDUCATION PROGRAM$3,000
FRANCISCAN MONTESSORI EARTH SCHOOL
14750 SE CLINTON STREETPORTLANDOR97236PCTUITION ASSISTANCE PROGRAM$5,000
FRIENDS OF BASEBALL
100 SW MARKET STREET SUITE 200PORTLANDOR97201PCLIFE SKILLS MENTORING PROGRAM$10,000
FRIENDS OF BUFORD PARK AND MT PISGAH
PO BOX 5266EUGENEOR97405PCHEALTH FLOOD PLAIN RESTORATION$3,000
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEWPORTLANDOR97239PCHEALTH OUTDOOR PROGRAM SUMMER 2019$4,000
FRIENDS OF LINCOLN HIGH SCHOOL
1600 SW SALMON STREETPORTLANDOR97205PCEDUCATION GRADUATION CELEBRATION 2019$2,000
FRIENDS OF THE CHILDREN - CENTRAL OR
20340 EMPIRE AVE SUITE E-1BENDOR97703PCYOUTH MENTORSHIP PROGRAM$10,000
FRIENDS OF THE CHILDREN - KLAMATH BASIN
3837 ALTAMONT DRIVEKLAMATH FALLSOR97603PCMENTORING PROGRAM$5,000
FRIENDS OF THE CHILDREN - PORTLAND
44 NE MORRISPORTLANDOR97212PCHIGH SCHOOL APPRENTICE PROGRAM$10,000
FRIENDS OF THE CORNELIUS PUBLIC LIBRARY
PO BOX 145CORNELIUSOR97113PCEDUCATION CAPITAL CAMPAIGN$7,000
FRIENDS OF TRYON CREEK STATE PARK
11321 SW TERWILLIGER BLVDPORTLANDOR97219PCHEALTH AND SAFETY FOTC PROJECT$5,000
FULL CIRCLE PROGRAMS
15995 SW 74TH AVENUE SUITE 200TIGARDOR97224PCEDUCATION H.S.. LIFE SKILLS PROGRAM 2019-20$9,000
GIRL SCOUTS COLUMBIA RIVER COUNCIL
9620 SW BARBUR BLVDPORTLANDOR97219PCHEALTH OUTDOOR PROJECT SUMMER 2019$10,000
GIRLS ON THE RUN
2337 NW YORK STREET SUITE 202-EPORTLANDOR97210PCEDUCATION LIFE SKILLS PROGRAM 2019-20$3,000
GREATER THAN
2916 NE ALBERTA SUITE DPORTLANDOR97211PCCOLLEGE PREPARATION PROGRAM$10,000
GROWING GARDENS
2203 NE OR STREETPORTLANDOR97232PCURBAN GARDEN EDUCATION PROGRAM$10,000
HABITAT FOR HUMANITY MCMINNVILLE
PO BOX 310MCMINNVILLEOR97128PCGENERAL WELFARE FAMILY HOUSING PROGRAM$4,000
HAND2MOUTH THEATRE
210 SE MADISON AVENUE 11PORTLANDOR97214PCTHEATRE ARTS PROGRAM$5,000
HARPER'S PLAYGROUND
1477 NW EVERETT STREETPORTLANDOR97209PCHEALTH AND SAFETY ANNA & ABBY'S PLAY YARD$7,000
HEALTH AND SCIENCE PTO
18640 NW WALKER RDBEAVERTONOR97006PCEDUCATION GRADUATION CELEBRATION 2019$500
HEMOPHILIA FOUNDATION OF OR
456 SW MONROE AVENUE 102CORVALLISOR97333PCHEALTH OUTDOOR SUMMER PROGRAM 2019$5,000
HIGH DESERT CHAMBER MUSIC
PO BOX 1272BENDOR97709PCMUSIC EDUCATION PROGRAM$2,500
HIGH DESERT MUSEUM
59800 SOUTH HIGHWAY 97BENDOR97702PCHISTORY EDUCATION PROGRAM$7,500
HILLSBORO SCHOOLS FOUNDATION
5193 NE ELAM YOUNG PARKWAY AHILLSBOROOR97124PCEDUCATION COMMUNITY 101 PROGRAM 2019-20$10,000
HOLLA MENTORS
3435 NE 45TH AVENUE SUITE EPORTLANDOR97213PCYOUTH MENTORSHIP PROGRAM$5,000
HOLY CROSS CATHOLIC SCHOOL
5202 N BOUDOINPORTLANDOR97203PCTECHNOLOGY UPGRADE PROJECT$5,000
HOLY FAMILY CATHOLIC SCHOOL
7425 SE CESAR E CHAVEZ BLVDPORTLANDOR97202PCMUSIC EDUCATION PROGRAM$10,000
HOYT ARBORETUM
4000 SW FAIRVIEW BLVDPORTLANDOR97221PCHEALTH TRAIL RENOVATION$15,000
HUMAN SOLUTIONS INC
12350 SE POWELL BLVDPORTLANDOR97236PCLEADERSHIP EDUCATION PROGRAM$7,500
IMAGO THE THEATRE MASK ENSEMBLE
PO BOX 15182PORTLANDOR97293PCTHEATRE ARTS EDUCATION PROGRAM$4,000
IMPACT NW
PO BOX 33530PORTLANDOR97292PCFOSTER YOUTH ASSISTANCE PROGRAM$5,000
IMPACT PENDLETON
29 SE COURT STREET 203PENDLETONOR97801PCYOUTH MENTORING PROGRAM$2,500
INCIGHT
111 SW COLUMBIA STREET SUITE 1170PORTLANDOR97201PCSCHOLARSHIPS$20,000
INNOVATIVE CHANGES
2027 LLOYD CENTERPORTLANDOR97232PCFINANCIAL EDUCATION PROGRAM$5,000
JERICHO ROAD
PO BOX 1623REDMONDOR97756PCWEEKEND FOOD DISTRIBUTION PROGRAM$1,000
KBOO FOUNDATION
20 SE 8TH AVENUEPORTLANDOR97214PCBROADCAST EDUCATION PROGRAM$5,000
KEX KIDS FUND
13333 SW 66TH PARKWAY SUITE 310TIGARDOR97223PCHEALTH VISION AND HEARING CARE$9,000
KIDS INTERVENTION & DIAGNOSTIC SERVICE CENTER INC
1375 NW KINGSTON AVENUEBENDOR97703PCEARLY CHILDHOOD ABUSE PREVENTION PROGRAM$10,000
KINSHIP HOUSE
1823 NE 8TH AVENUEPORTLANDOR97212PCMENTAL HEALTHCARE SERVICES PROGRAM$5,000
LEWIS & CLARK COLLEGE
0615 SW PALATINE HILL ROADPORTLANDOR97219PCEDUCATION TEACHER TRAINING$5,000
LIBERTY HOUSE
2685 4TH STREET NESALEMOR97301PCCHILD ABUSE ASSESSMENT PROGRAM$5,000
LIBRARY FOUNDATION INC
620 SW FIFTH AVENUE SUITE 1025PORTLANDOR97204PCEDUCATION ECI PROGRAM$7,000
LIFE WORKS NW
14600 NW CORNELL ROADPORTLANDOR97229PCALCOHOL AND DRUG REHABILITATION PROGRAM$7,500
LIFT URBAN PORTLAND
2701 NW VAUGHN STREET SUITE 102PORTLANDOR97210PCHEALTH NUTRITION PROGRAM 2020$5,000
LINES FOR LIFE
5100 SW MACADAM AVENUE SUITE 400PORTLANDOR97239PCHEALTH AND WELLNESS VOLUNTEER TRAINING$3,000
LITERARY ARTS
925 SW WASHINGTON STREETPORTLANDOR97205PCEDUCATION IN SCHOOL ARTS PROGRAM 2019-20$5,000
LOWER COLUMBIA RIVER ESTUARY
811 SW NAITO PARKWAY SUITE 410PORTLANDOR97204PCEDUCATION SCHOOL BASED SCIENCE PROGRAM$5,000
MAKE A WISH FOUNDATION OF OR
2000 SW 1ST AVENUE SUITE 410PORTLANDOR97201PCHEALTH OR WISH FOR SUMMER 2019$5,000
MARKHAM PTA
10531 SW CAPITAL HIGHWAYPORTLANDOR97219PCEDUCATION IN SCHOOL ECOLOGY PROGRAM 2019-20$3,000
MEDICAL TEAMS INTERNATIONAL
14150 SW MILTON COURTTIGARDOR97224PCMOBILE DENTAL PROGRAM$10,000
MERRY HEART CHILDREN'S CAMP
PO BOX 80413PORTLANDOR97280PCHEALTH SUMMER CAMO 2019$4,000
METROPOLITAN FAMILY SERVICE
1808 SE BELMONT STREETPORTLANDOR97214PCPRESCHOOL EDUCATION PROGRAM$10,000
METROPOLITAN YOUTH SYMPHONY
4800 SW MACADAM AVE SUITE 105PORTLANDOR97239PCMUSIC EDUCATION PROGRAM$10,000
MID WILLAMETTE WATERSHED ALLIANCE
413 SE BELMONT STREET NESALEMOR97301PCENVIRONMENTAL EDUCATION PROGRAM$5,000
MIKE PROGRAM
9155 SW BARNES RD 219PORTLANDOR97225PCHEALTH HEALTHCARE CAREERS PROGRAM$10,000
MIRACLE THEATRE GROUP
425 SE 6TH AVENUEPORTLANDOR97214PCTHEATRE ARTS PROGRAM$10,000
MITTLEMAN JEWISH COMMUNITY CENTER
6651 SW CAPITOL HIGHWAYPORTLANDOR97219PCHEALTH AQUATICS PROGRAM SUMMER 2019$5,000
MOBILITY IMPAIRED GOLF ASSOCIATION
15685 SW 116TH AVENUE 187TIGARDOR97224PCHEALTH OUTDOOR SUMMER PROGRAM 2019$5,000
MOUNTAIN STAR FAMILY RELIEF NURSERY
2125 NE DAGGETT LANEBENDOR97701PCEARLY CHILDHOOD EDUCATION PROGRAM$7,500
MT HOOD KIWANIS CAMP
10725 SW BARBUR BLVD SUITE 50PORTLANDOR97219PCKIDS WITH DISABILITIES CAMP PROGRAM$10,000
MUSIC WORKSHOP
4808 SW SCHOLLS FERRY ROADPORTLANDOR97225PCEDUCATION SCHOOL BASED MUSIC PROGRAM$10,000
NEIGHBORHOOD HOUSE
7780 SW CAPITOL HIGHWAYPORTLANDOR97219PCAFTER SCHOOL EDUCATION PROGRAM$5,000
NEIGHBORS FOR KIDS
PO BOX 942DEPOE BAYOR97341PCHEALTH AND SAFETY SUMMER CAMP 2019$5,000
NEW AVENUES FOR YOUTH
1212 SW COLUMBIA STREETPORTLANDOR97201PCEDUCATION PDX CONNECT PROGRAM YEAR 2019$10,000
NEW MOON PRODUCTIONS
PO BOX 820165PORTLANDOR97282PCDRAMA LITERACY PROGRAM$5,000
NORTH COAST LAND CONSERVANCY
PO BOX 67SEASIDEOR97138PCHEALTH NORTH COAST RAIN FOREST PROJECT$10,000
NORTHWEST CHILDREN'S THEATRE AND SCHOOL
1819 NW EVERETTPORTLANDOR97209PCEDUCATION IN SCHOOL NWCT ON TOUR$3,000
NORTHWEST HOUSING ALTERNATIVES
13819 SE MCLOUGHLIN BLVDMILWAUKIEOR97222PCHOMELESS EDUCATION PROGRAM$7,500
NURSINGALE
9900 SW GREENBURG SUITE 290PORTLANDOR97223PCHEALTH RESPITE CARE PROGRAM 2020$5,000
NW DANCE PROJECT
PO BOX 42488PORTLANDOR97242PCDANCE EDUCATION PROGRAM$7,500
OLALLA CENTER
PO BOX 893TOLEDOOR97391PCHEALTH OUTDOOR THERAPY THE WALDEN PROJECT$3,000
OPAL CREEK ANCIENT FOREST CENTER
721 NW 9TH AVENUE SUITE 236PORTLANDOR97209PCWILDERNESS EDUCATION CAMPS$10,000
OR AGRICULTURE
200 STRAND AGRICULTURE HALLCORVALLISOR97331PCEDUCATION AG PROGRAM AT OSU$5,000
OR ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES
15573 SW BANGY ROAD SUITE 320LAKE OSWEGOOR97035PCMATCHED SAVINGS PROGRAM$7,500
OR BALLET THEATER
0720 SW BANCROFTPORTLANDOR97239PCEDUCATION SCHOOL BASED PROGRAM 2019-20$5,000
OR CHILDREN'S THEATRE
1939 NE SANDY BLVDPORTLANDOR97232PCTHEATRE ARTS PROGRAM$7,500
OR COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365PCEDUCATION PROGRAMS FOR K-12 STUDENTS 2019-20$5,000
OR CRIME VICTIMS LAW CENTER
7412 SW BEAVERTON HILLSDALE HWYPORTLANDOR97225PCEDUCATION ACCESS TO JUSTICE FOR CHILDREN$9,000SUITE 209
OR EAST SYMPHONY INC
PO BOX 1436PENDLETONOR97801PCMUSIC EDUCATION PROGRAM$4,000
OR FOOD BANK
1870 NW 173RD AVENUEBEAVERTONOR97006PCHEALTH SCHOOL BASED FOOD PANTRIES 2019-20$10,000
OR FOOD BANK
7900 NE 33RD AVENUEPORTLANDOR97211PCCHILDHOOD HUNGER PROGRAM$5,000
OR HISTORICAL SOCIETY
1200 SW PARKPORTLANDOR97205PCEDUCATION NEW EXHIBIT$5,000
OR INSTITUTE OF TECHNOLOGY
3201 CAMPUS DRIVEKLAMATH FALLSOR97601PCSCHOLARSHIPS$4,000
OR LIONS SIGHT AND HEARING
1010 NW 22ND AVENUE 144PORTLANDOR97210PCEDUCATION IN SCHOOL SCREENINGS 2019-20$10,000
OR MESA AT PSU
PO BOX 243PORTLANDOR97207PCEDUCATION IN SCHOOL STEM PROGRAMS 2019-20$5,000
OR MUSEUM OF SCIENCE AND INDUSTRY
1945 SE WATER AVENUEPORTLANDOR97214PCEARLY CHILDHOOD EDUCATION PROGRAM$10,000
OR REPERTORY SINGERS
1730 SW SKYLINE BLVD SUITE 123PORTLANDOR97221PCEDUCATION SUMMER MUSIC PROGRAM 2019$5,000
OR STATE PARKS FOUNDATION
888 SW 5TH AVENUE SUITE 1600PORTLANDOR97204PCHEALTH BIKE PODS PROJECT STATE OF OR$20,000
OR ZOO FOUNDATION
4001 SW CANYON ROADPORTLANDOR97221PCEDUCATION ZAP TEAM INTERNSHIPS 2019-2020$10,000
OUTSIDE THE FRAME
800 NW 6TH AVENUE 335PORTLANDOR97209PCEDUCATION FILM PRODUCTION PROGRAM$5,000
OYA NO KAI INC
PO BOX 14392PORTLANDOR97293PCJAPANESE IMMERSION PROGRAM$5,000
PACIFIC UNIVERSITY
2043 COLLEGE WAYFOREST GROVEOR97116PCEDUCATION CAMPUS PROGRAM SITE PREP 2019$4,500
PACIFIC NW COLLEGE OF ART
511 NW BROADWAYPORTLANDOR97209PCEDUCATION SUMMER ARTS PROGRAM 2019$7,000
PACIFIC UNIVERSITY
2043 COLLEGE WAYFOREST GROVEOR97116PCHEALTH MENTAL HEALTH PROGRAM$5,000
PACIFIC YOUTH CHOIR
620 SW MAIN STREETPORTLANDOR97205PCEDUCATION NEIGHBORHOOD CHOIR PROGRAM$2,000
PASSION IMPACT
5106 SE POWELL BLVDPORTLANDOR97206PCHIGH SCHOOL LEADERSHIP PROGRAM$10,000
PATHFINDERS OF OR
2501 SW FIRST AVENUE SUITE 300PORTLANDOR97201PCYOUTH MENTORING PROGRAM$10,000
PEARL BUCK CENTER
3690 WEST 1ST AVENUEEUGENEOR97402PCHEALTH FAMILY SUPPORT PROGRAM 2019-20$3,000
PETE MOORE SCHOLARSHIP COMMITTEE
ONE JEFFERSON PARKWAY 313PORTLANDOR97201PCEDUCATION SCHOLARSHIPS FOR H.S.. GRADUATES 2019$8,000
PETER BRITT GARDENS MUSIC AND ARTS
PO BOX 1124MEDFORDOR97501PCEDUCATION BRITTKIDS KONCERTS SUMMER 2019$5,000
PLAYWORKS
1125 SE MADISON STREET SUITE 210PORTLANDOR97214PCHEALTHY PLAY AND PHYSICAL EDUCATION PROGRAM$5,000
PORTLAND BALLET
6250 SW CAPITOL HWYPORTLANDOR97239PCEDUCATION PRODUCTION WITH PSU ORCHESTRA$5,000
PORTLAND CENTER FOR THE ARTS
1111 SW BROADWAYPORTLANDOR97205PCEDUCATION IN SCHOOL ARTS PROGRAM 2019-20$3,000
PORTLAND CENTER STAGE
128 NW 11TH AVENUEPORTLANDOR97209PCEDUCATION IN SCHOOL WORKSHOPS 2019-20$5,000
PORTLAND COLUMBIA SYMPHONY ORCHESTRA
PO BOX 6559PORTLANDOR97228PCEDUCATION VISITS TO SCHOOLS AND LIBRARIES 2019-20$3,000
PORTLAND COMMUNITY MEDIA DBA OPEN SIGNAL
2766 NE MARTIN LUTHER KING JR BLVDPORTLANDOR97212PCMEDIA EDUCATION PROGRAM$10,000
PORTLAND FESTIVAL SYMPHONY
PO BOX 585PORTLANDOR97207PCEDUCATION "INSTRUMENT PETTING ZOO" 2019$1,500
PORTLAND HOMELESS FAMILY SOLUTIONS
1221 SW YAMHILL SUITE 210PORTLANDOR97205PCHOMELESS SHELTER PROGRAM$2,000
PORTLAND JAPANESE GARDEN
611 SW KINGSTONPORTLANDOR97205PCEDUCATION IN SCHOOL LITERACY PROGRAM 2019-20$5,000
PORTLAND LEADERSHIP FOUNDATION
809 N RUSSELL 203PORTLANDOR97227PCLEADERSHIP EDUCATION PROGRAM$7,500
PORTLAND PARKS FOUNDATION
1500 SW 1ST AVENUE SUITE 7760PORTLANDOR97201PCHEALTH OUTDOOR SUMMER PROGRAMS 2019$7,000
PORTLAND RESCUE MISSION
PO BOX 3713PORTLANDOR97208PCHOMELESS CHILDREN'S EDUCATION PROGRAM$10,000
PORTLAND REVELS
1515 SW MORRISON STREETPORTLANDOR97205PCYOUTH MUSIC EDUCATION PROGRAM$5,000
PORTLAND STATE UNIVERSITY FOUNDATION
PO BOX 243PORTLANDOR97207PCEDUCATION LIBRARY PROJECT$6,000
PORTLAND YOUTH PHILHARMONIC
9320 SW BARBUR BLVDPORTLANDOR97219PCEDUCATION IN SCHOOL VISITS BY PYP 2019-20$5,000
POWER ON WITH LIMB LOSS
1048 LAUREL AVENUESPRINGFIELDOR97478PCHEALTH CHILDREN'S SUMMER PROGRAM 2019$3,000
PREPARE THE WAY
19781 ASTRO PLACEBENDOR97702PCYOUTH LEADERSHIP PROGRAM$10,000
PROJECT LEMONADE
PO BOX 96144PORTLANDOR97296PCEDUCATION BASIC NEEDS FOR FOSTER CHILDREN$8,000
PROVIDENCE CHILD CENTER FOUNDATION
830 NE 47TH AVENUEPORTLANDOR97213PCGRIEF SUMMER CAMP PROGRAM$10,000
PROVIDENCE MILWAUKIE FOUNDATION
10150 SE 32ND AVENUEMILWAUKIEOR97222PCHEALTHY MEALS PROGRAM$10,000
PROVIDENCE ST VINCENT
9205 SW BARNES ROAD SUITE MT2111PORTLANDOR97225PCHEALTH SLEEP SACKS FOR NEWBORNS$5,000
PROVIDENCE WILLAMETTE FALLS MEDICAL CENTER FOUNDATION
1500 DIVISION STREETOR CITYOR97045PCPSYCHIATRIC UNIT TREATMENT PROGRAM$10,000
RANDALL CHILDREN'S HOSPITAL FDN - CARES NORTHWEST
2800 N VANCOUVER AVE SUITE 201PORTLANDOR97227PCEARLY CHILDHOOD ABUSE PREVENTION PROGRAM$10,000
REACH COMMUNITY DEVELOPMENT
4150 SW MOODY AVENUEPORTLANDOR97239PCEDUCATION YOUTH ACTIVITIES SUMMER 2019$4,000
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97232PCREADING TUTORING PROGRAM$10,000
REAP INC
PO BOX 86341PORTLANDOR97208PCYOUTH MENTORSHIP PROGRAM$5,000
RESTORE OR
1130 SW MORRISON STREETPORTLANDOR97205PCEDUCATION CAROUSEL PROJECT$9,000
ROBERT GRAY MIDDLE SCHOOL PTA
5505 SW 23RD AVENUEPORTLANDOR97239PCEDUCATION IN SCHOOL ECOLOGY PROGRAM 2019-20$3,000
RONALD MCDONALD HOUSES OF PORTLAND
3410 SW BOND AVENUEPORTLANDOR97239PCHEALTH MEALS FROM THE HEART PROGRAM 2020$12,000
ROYAL ROSARIAN FOUNDATION
20182 SW GEORGENE COURTALOHAOR97007PCFIELD TRIP PROGRAM$10,000
SALEM LEADERSHIP FOUNDATION
PO BOX 7384SALEMOR97303PCAFTER-SCHOOL EDUCATION PROGRAM$9,000
SATURDAY ACADEMY
5000 N WILLAMETTE BLVDPORTLANDOR97203PCOUT OF SCHOOL EDUCATION PROGRAM$10,000
SAUVIE ISLAND CENTER
PO BOX 10422PORTLANDOR97296PCEDUCATION SCHOOL BASED FIELD TRIPS$3,000
SEE YOU AT THE SUMMIT
931 SW KING AVENUEPORTLANDOR97204PCHEALTH OUTDOOR SUMMER PROGRAM 2019$3,000
SHRINERS HOSPITAL
3101 SW SAM JACKSON PARK ROADPORTLANDOR97239PCHEALTH FRACTURE CLINIC 2020$14,000
SISTERS CHRISTIAN ACADEMY
1307 MCKINNEY BUTTE RDSISTERSOR97759PCSTEAM CURRICULUM UPGRADES$10,000
SISTERS OF THE ROAD
618 DAVIS STREETPORTLANDOR97209PCHEALTH NUTRITION FOR CHILDREN SUMMER 2019$3,000
SMART
101 SW MARKET STREETPORTLANDOR97201PCEDUCATION SCHOOL BASED READING PROGRAM 2019-20$7,000
SOUTHRIDGE HIGH SCHOOL BOOSTERS COUNCIL
9625 SW 125TH STREETBEAVERTONOR97008PCEDUCATION GRADUATION CELEBRATION 2019$2,000
SSMO FOUNDATION
4440 SW 148TH AVEBEAVERTONOR97078PCHEALTH AND WELLNESS PROGRAM 2019-20$9,000
ST LUKE LUTHERAN CHURCH
4595 SW CALIFORNIA STREETPORTLANDOR97219PCEDUCATION BACK TO SCHOOL PROJECT$5,000
ST AGATHA CATHOLIC SCHOOL
7960 SE 15TH AVENUEPORTLANDOR97202PCSTEM EDUCATION PROGRAM$10,000
ST ANDREW NATIVITY SCHOOL
4925 NE 9TH AVENUEPORTLANDOR97211PCGRADUATE SUPPORT PROGRAM$10,000
STAGES OF LIFE
3344 SE HAROLD CTPORTLANDOR97202PCTHEATRE ARTS EDUCATION PROGRAM$5,000
STANDUPGIRLCOM FOUNDATION
4335 RIVER ROAD NKEIZEROR97303PCYOUTH LEADERSHIP PROGRAM$8,000
SUMMIT GOLF FOUNDATION
731 N HAYDEN MEADOWS DRIVE SUITEPORTLANDOR97217PCLIFE SKILLS PROGRAM$10,000211
SUNSET HIGH SCHOOL BOOSTER CLUB
13840 NW CORNELL ROADPORTLANDOR97229PCEDUCATION GRADUATION CELEBRATION 2019$2,000
THE ALS ASSOCIATION OR CHAPTER
700 NE MULTNOMAH STREET SUITE 210PORTLANDOR97232PCFAMILY SUPPORT PROGRAM$5,000
THE ASPIRE PROJECT
PO BOX 83732PORTLANDOR97283PCDANCE EDUCATION PROGRAM$3,500
THE BLACK UNITED FUND OF OR
2828 NE ALBERTA STREETPORTLANDOR97211PCCOLLEGE PREPARATION PROGRAM$5,000
THE CANBY CENTER
681 SW 2ND AVENUECANBYOR97013PCAFTER-SCHOOL READING PROGRAM$4,500
THE CENTER FOUNDATION
200 NE NEFF ROAD SUITE 200BENDOR97701PCCONCUSSION PREVENTION PROGRAM$10,000
THE FAMILY ROOM
6001 SW RAAB ROADPORTLANDOR97221PCGENERAL WELFARE FAMILY VISITS PROGRAM$5,000
THE NORTHWEST CATHOLIC COUNSELING CENTER
8383 NE SANDY BLVD SUITE 205PORTLANDOR97220PCMENTAL HEALTH THERAPY PROGRAM$7,500
THE OR CHORALE
PO BOX 1182HILLSBOROOR97123PCEDUCATION EMERGING VOICES PROGRAM 2019-20$5,000
THE PORTLAND MONTESSORI SCHOOL
205 NE 50TH AVENUEPORTLANDOR97213PCTODDLER EDUCATION PROGRAM$5,000
THE SHADOW PROJECT
2154 NE BROADWAY 130PORTLANDOR97232PCREADING MENTORSHIP PROGRAM$10,000
TIGARD TURNS THE TIDE
PO BOX 23664TIGARDOR97123PCEDUCATION GRADUATION CELEBRATION 2019$2,000
TILLAMOOK SCHOOL DISTRICT #9
2510 1ST STREETTILLAMOOKOR97141GOVEDUCATION COMMUNITY 101 PROGRAM 2019-20$5,000
TRINITY LUTHERAN CHURCH AND SCHOOL
5520 NE KILLINGSWORTHPORTLANDOR97218PCSCHOLARSHIPS$6,000
TUALATIN HILLS PARK FOUNDATION
15707 SW WALKER ROADBEAVERTONOR97006SO III FIHEALTH OUTDOOR SUMMER PROGRAM 2019$5,000
TUCKER MAXON SCHOOL
2860 SE HOLGATE BLVDPORTLANDOR97202PCDEAF CHILDREN EDUCATION PROGRAM$10,000
UNION GOSPEL MISSION OF SALEM
PO BOX 431SALEMOR97308PCHOMELESS CHILDREN'S EDUCATION PROGRAM$8,000
UNION GOSPEL MISSION
3 NW THIRD AVENUEPORTLANDOR97209PCHEALTH AND WELLNESS PROGRAM 2019-20$5,000
UNIVERSITY OF OR FOUNDATION
1720 EAST 13TH AVENUE SUITE 410EUGENEOR97403PCEDUCATION WORKSHOP "UNPARALLELED"$5,000
UNIVERSITY OF PORTLAND
5000 NORTH WILLAMETTE BLVDPORTLANDOR97203PCSCHOLARSHIPS$15,000
URBAN GLEANERS
PO BOX 6344PORTLANDOR97228PCHEALTH NUTRITION PROGRAM$5,000
VIRGINIA GARCIA
PO BOX 6149ALOHAOR97007PCHEALTH SCHOOL BASED HEALTH CLINICS 2020$9,000
WARNER PACIFIC UNIVERSITY
2219 SE 68TH AVENUEPORTLANDOR97215PCSCHOLARSHIPS$10,000
WASHINGTON CO MASTER GARDENERS
1815 NW 169TH PLACE 1000BEAVERTONOR97006PCHEALTH OUTDOOR PROJECT & PROGRAMS$9,000
WESTERN OR UNIVERSITY DEV FOUNDATION
345 MONMOUTH AVE NORTHMONMOUTHOR97361PCANNUAL JYT SCHOLARSHIP PROGRAM 2019-20$4,500
WESTSIDE YOUTH CHOIR
7325 NE IMBRIE DRIVE 241HILLSBOROOR97124PCEDUCATION EQUIPMENT PURCHASE$1,500
WESTVIEW HIGH SCHOOL PARENT ORGANIZATION
4200 NW 185TH AVENUEPORTLANDOR97229PCEDUCATION GRADUATION CELEBRATION 2019$2,000
WESTWIND STEWARDSHIP GROUP
7500 NORTH FRASER RDOTISOR97368PCHEALTH WATER SYSTEM IMPROVEMENTS$10,000
WILDLIFE CENTER OF THE NORTH COAST
PO BOX 1232ASTORIAOR97103PCHEALTH OPERATING SUPPORT 2019-2020$10,000
WILLAMETTE UNIVERSITY
ATTN OFFICE OF FINANCIAL AIDSALEMOR97301PCSCHOLARSHIPS$5,000
WILLIAM TEMPLE HOUSE
2020 NW HOYT STREETPORTLANDOR97205PCEDUCATION BASIC NEEDS SCHOOL YEAR 2019-20$3,000
WILSON HIGH SCHOOL GRADUATION COMMITTEE
1151 SW VERMONT STREETPORTLANDOR97219PCEDUCATION GRADUATION CELEBRATION 2019$2,000
WITH LOVE OR
14555 SW 74TH AVENUETIGARDOR97224PCGENERAL WELFARE PROGRAM FOR FOSTER CHILDREN$4,000
WORLD OF SPEED
27490 SW 95TH AVENUEWILSONVILLEOR97070PCEDUCATION CAREER AND TECHNICAL 2019-20$10,000
YMCA OF COLUMBIA WILLAMETTE
9500 SW BARBUR BLVD SUITE 200PORTLANDOR97219PCYOUTH SUMMER CAMP PROGRAM$10,000
YOUNG AUDIENCES OF OR
1212 SW MORRISON STREET SUITE 1000PORTLANDOR97205PCEDUCATION SCHOOL BASED ARTS PROGRAM 2019-20$10,000
YOUTH MUSIC PROJECT
2015 8TH AVENUEWEST LINNOR97068PCEDUCATION MUSIC PROGRAM SUMMER 2019$5,000
YWCA OF GREATER PORTLAND
PO BOX 4587PORTLANDOR97208PCYOUTH OF INCARCERATED PARENTS EDUCATION PROGRAM$5,000
ZENGER FARM
11741 SE FOSTER ROADPORTLANDOR97266PCURBAN FARM EDUCATION PROGRAM$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,700,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$281,546ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$292,659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$574,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$574,219TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$23,050Amt
Net Investment Income$13,830NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,220DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,107USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,107USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDAT COST$555,333$677,482
COHEN STEERS PREFERRED SEC INCAT COST$839,934$910,720
BLACKROCK GLOBAL ALLOCATION FUNDAT COST$2,232,541$2,347,746
BAIRD CORE PLUS BOND FUND INSTITUTAT COST$2,610,778$2,655,150
VANGUARD 500 INDEX ADMIRALAT COST$592,130$778,305
BAIRD ULTRA SHORT BOND INSTITUTIONALAT COST$1,767,937$1,773,149

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE, BOND$2,420$0$0
DUES AND MEMBERSHIP FEES$4,930$0$0
MISCELLANEOUS$70$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEECategoryTxt
Amt$48,358Amt
Net Investment Income$48,358NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$4,525$0$0
STATE TAXES$1,311$0$0