HALTON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HALTON FOUNDATION (EIN 93-6036295)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-07-15
- IRS object ID
- 202031979349102283
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T18:26:57-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464335316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY B HANSEN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12909 SW 68TH PARKWAY SUITE 150 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936036295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALT | BusinessNameControlTxt |
| Phone | 5037800453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3377 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HALTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5037800453 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY B HANSEN | PreparerPersonNm |
| PTIN | P00226581 | PTIN |
| Phone | 5036754364 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.71.164.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 15:55:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E781B01BC6EC5DD3094D6BD3556F16D0E7B9A3E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E781B01BC6EC5DD3094D6BD3556F16D0E7B9A3E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,425 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,900 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,687 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,277 | CashBOYAmt |
| Cash EOY | $30,571 | CashEOYAmt |
| Cash EOYFMV | $30,571 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $449,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $409,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $409,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $581,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $581,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,428,675 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,083,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,020,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,083,536 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,020,799 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,083,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,020,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,020,799 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,799 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,707,311 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051070 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,686,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,616,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,702,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,743,647 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046004 | DistributionYr5Rt |
| Total Distribution | 0.252202 | TotalDistributionRt |
| Average Distribution | 0.050440 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,747,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,138 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,398 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $320 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $213 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN HALTON | IndividualWithBooksNm |
| Phone | 5037800453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15171 SW BANGY ROAD | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MR EH HALTON JR | ||||||||
| PO BOX 3377 | PORTLAND | OR | 97208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MS KATHRYN REBAGLIATI | ||||||||
| PO BOX 3377 | PORTLAND | OR | 97208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MS SUSAN HALTON | ||||||||
| PO BOX 3377 | PORTLAND | OR | 97208 | MANAGER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,298,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $475,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,774,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,774,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,747,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $521 | TotalTaxAmt |
| Distributable Before Adj | $86,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,214 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,622 | ExcessFromYear3Amt |
| Excess From Year1 | $2,441 | ExcessFromYear1Amt |
| Excess From Current Year | $1,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN HALTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3377 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5037800453 | RecipientPhoneNum |
| Form And Info And Materials | DESCRIPTION OF PROPOSED ACADEMIC PROGRAM AND REASONS FOR SELECTING THE PROGRAM AND SCHOOL CHOSEN - STATEMENT OF EXTRA CURRICULAR ACTIVITIES, INCLUDING ANY RELATED AWARDS, HONORS OR SPECIAL RECOGNITION RECEIVED - STATEMENT EXPLAINING FINANCIAL NEED, AMOUNT OF SUPPORT APPLICANT CAN FURNISH TO SELF AND EFFORTS MADE TO DO SO, WHAT OTHER APPLICATIONS FOR FINANCIAL AID HAVE BEEN MADE, AMOUNT OF SUPPORT TO BE PROVIDED BY PARENTS, AND A FINANCIAL STATEMENT FROM PARENTS - RESULTS OF ANY STANDARDIZED APTITUDE OR ACHIEVEMENT TESTS TAKEN - CURRENT OR MOST RECENT TRANSCRIPT OF ACADEMIC WORK - OPTIONAL MAXIMUM OF 3 REFERENCES FROM TEACHERS, EMPLOYERS OR OTHER ADULTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1, ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT MUST BE CHILD OF CURRENT EMPLOYEE OF HALTON CO OR RELATED COMPANIES AT THE TIME THE APPLICATION IS MADE AND THE INITIAL SCHOLARSHIP IS GRANTED, WHO HAS BEEN SO EMPLOYED FOR AT LEAST 6 MONTHS WHEN THE APPLICATION IS SUBMITTED. APPLICANT MAY NOT BE RELATED TO ANYONE HOLDING 5% OR MORE CORPORATE STOCK. APPLICANT MUST BE UNDER 28 YEARS OF AGE AND MUST BE A FULL TIME STUDENT DURING THE PERIOD COVERED BY THE SCHOLARSHIP. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANTIQUE CATERPILLAR MACHINERY MUSEUM | |||||||
| 3955 BROOKLAKE ROAD NE | BROOKS | OR | 97303 | 501(C)(3) | DONATION | $5,000 | |
| ARLINGTON CLUB HERITAGE FOUNDATION | |||||||
| 811 SW SALMON STREET | PORTLAND | OR | 97205 | 501(C)(3) | DONATION | $4,000 | |
| COLUMBIA RIVER MARITIME MUSEUM | |||||||
| 1792 MARINE DRIVE | ASTORIA | OR | 97103 | 501(C)(3) | DONATION | $10,000 | |
| CONCORDIA UNIVERSITY FOUNDATION | |||||||
| 2811 NE HOLMAN STREET | PORTLAND | OR | 97211 | 501(C)(3) | UNIVERSITY GRANT | $5,000 | |
| EPISCOPAL PARISH OF SAINT JOHN THE BAPTIST | |||||||
| 6300 SW NICOL ROAD | PORTLAND | OR | 97223 | 501(C)(3) | DONATION | $1,000 | |
| HOYT ARBORETUM FRIENDS FOUNDATION | |||||||
| 4000 SW FAIRVIEW BLVD | PORTLAND | OR | 97221 | 501(C)(3) | DONATION | $3,000 | |
| JAPANESE GARDEN SOCIETY | |||||||
| 611 SW KINGSTON AVENUE | PORTLAND | OR | 97205 | 501(C)(3) | DONATION | $3,000 | |
| JESUIT HIGH SCHOOL | |||||||
| 9000 SW BEAVERTON-HILLSDALE HIGHWAY | PORTLAND | OR | 97225 | 501(C)(3) | DONATION | $14,000 | |
| JUNIOR LEAGUE OF PORTLAND ENDOWMENT FUND | |||||||
| 5100 SW MACADAM AVENUE SUITE 450 | PORTLAND | OR | 97239 | 501(C)(3) | DONATION | $3,000 | |
| MAPLEWOOD FOUNDATION | |||||||
| 7452 SW 52ND AVENUE | PORTLAND | OR | 97219 | 501(C)(3) | DONATION | $1,000 | |
| NSCDA | |||||||
| 2715 Q STREET NW | WASHINGTON | DC | 20007 | 501(C)(3) | DONATION | $3,000 | |
| NSCDA-OR | |||||||
| PO BOX 28071 | PORTLAND | OR | 97208 | 501(C)(3) | DONATION | $6,000 | |
| OREGON FENCING ALLIANCE | |||||||
| 6699 SW OLESON RD | PORTLAND | OR | 97223 | 501(C)(3) | DONATION | $1,000 | |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | 501(C)(3) | DONATION | $5,000 | |
| OREGON PUBLIC BROADCASTING | |||||||
| PO BOX 5787 | PORTLAND | OR | 972285787 | 501(C)(3) | DONATION | $3,000 | |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | 501(C)(3) | DONATION | $3,000 | |
| PORTLAND CLASSIC CHINESE GARDEN | |||||||
| 239 NW EVERETT STREET | PORTLAND | OR | 97209 | 501(C)(3) | DONATION | $2,000 | |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 243 | PORTLAND | OR | 972070243 | 501(C)(3) | DONATION | $3,000 | |
| SPECIAL OLYMPICS OF OREGON | |||||||
| 5901 SW MACADAM AVENUE 200 | PORTLAND | OR | 97239 | 501(C)(3) | DONATION | $1,000 | |
| THE LIBRARY FOUNDATION FRIENDS OF MULTNOMAH COUNTY LIBRARY | |||||||
| 620 SW 5TH AVENUE SUITE 1025 | PORTLAND | OR | 97204 | 501(C)(3) | DONATION | $5,000 | |
| THE PIXIE PROJECT | |||||||
| 510 NE MARTIN LUTHER KING JUNIOR | PORTLAND | OR | 97232 | 501(C)(3) | DONATION | $2,000 | BLVD |
| TRINITY EPISCOPAL CATHEDRAL | |||||||
| 147 NW 19TH AVE | PORTLAND | OR | 97209 | 501(C)(3) | DONATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,687 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $581,049 | EOYBookValueAmt |
| EOYFMV | $1,428,675 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK & INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $305 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON DEPT OF JUSTICE | $158 | $0 | $0 |
| FEDERAL EXCISE | $307 | $0 | $0 |