STEVEN MCGEADY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN MCGEADY FOUNDATION (EIN 91-1803102)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102994
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:34:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931042710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW FIFTH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911803102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN MCGEADY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 5035351606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 NE THOMPSON STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN MCGEADY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5035351606 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG LOVETT | PreparerPersonNm |
| PTIN | P00099840 | PTIN |
| Phone | 5032210141 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.192.188.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 09:38:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3E3B55AB7BCA7C186430AEA562462D358344947 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA33927A0783BFC99163D3FD944B29B1665699D9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $880,268 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,715 | 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 |
| Other Prof Fees Rev And Expnss | $3,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,484 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $195 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,496 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $806,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $745,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $817,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $808,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $880,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $850,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $808,240 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $808,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $808,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $808,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAIRD MID CAP FUND INSTITUTIONAL | P | 2014-06-17 | 2019-06-04 | $48,510 | $35,414 | $13,096 | $13,096 |
| BECKER VALUE EQUITY FUND | P | 2015-08-06 | 2019-12-26 | $96,041 | $96,010 | $31 | $31 |
| BRANDY WINE GLOBAL | P | 2019-04-25 | 2019-04-26 | $21,366 | $21,442 | -$76 | -$76 |
| BRANDY WINE GLOBAL | P | 2017-08-19 | 2019-04-26 | $56 | $61 | -$5 | -$5 |
| DELAWARE US GROWTH FUND | P | 2014-06-17 | 2019-06-04 | $15,010 | $17,166 | -$2,156 | -$2,156 |
| JOHCM INTERNATIONAL SELECT FUND CL 1 | P | 2014-06-17 | 2019-06-04 | $11,010 | $9,424 | $1,586 | $1,586 |
| JOHCM INTERNATIONAL SMALL CAPITAL EQUITY | P | 2019-06-14 | 2019-04-11 | $87,824 | $84,493 | $3,331 | $3,331 |
| VANGUARD HEALTH CARE FUND | P | 2015-08-06 | 2019-05-01 | $16,472 | $21,197 | -$4,725 | -$4,725 |
| VULCAN VALUE PARTNERS | P | 2014-06-17 | 2019-11-08 | $84,443 | $90,138 | -$5,695 | -$5,695 |
| CAPITAL GAINS DIVIDENDS | P | $23,482 | $23,482 | $23,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,869 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $924,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $997,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.146874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,291 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $938,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135692 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,056,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.118679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,124,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.110104 | DistributionYr5Rt |
| Total Distribution | 0.678316 | TotalDistributionRt |
| Average Distribution | 0.135663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $839,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,904 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,301 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,029 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $47 | 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 | Yes (1) | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 5035351606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 NE THOMPSON STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97212 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GLEN MCGEADY | ||||||||
| C/O 2229 NE THOMPSON STREET | PORTLAND | OR | 97212 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA P TAYLOR | ||||||||
| 2229 NE THOMPSON STREET | PORTLAND | OR | 97212 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN LEASIA | ||||||||
| 1339 SW RADCLIFFE | PORTLAND | OR | 97219 | DIRECTOR | 0.00 | $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 | $804,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $852,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $852,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $839,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $794 | TotalTaxAmt |
| Distributable Before Adj | $41,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,029 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,029 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,857 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $437,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,029 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,842 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $476,260 | 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 | $74,919 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,857 | ExcessFromYear4Amt |
| Excess From Year3 | $82,067 | ExcessFromYear3Amt |
| Excess From Year2 | $96,976 | ExcessFromYear2Amt |
| Excess From Year1 | $109,599 | ExcessFromYear1Amt |
| Excess From Current Year | $38,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASIC RIGHTS OREGON | |||||||
| 310 SW 4TH AVE SUITE 300 | PORTLAND | OR | 97204 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $2,500 |
| COLUMBIA RIVERKEEPERS | |||||||
| 407 PORTWAY AVE SUITE 301 | HOOD RIVER | OR | 97031 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $250 |
| NINTY-NINE GIRLFRIENDS | |||||||
| 4110 SE HAWTHORNE BLVD SUITE 938 | PORTLAND | OR | 97214 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,100 |
| LIBRARY FOUNDATION | |||||||
| 620 SW 5TH AVE SUITE 1025 | PORTLAND | OR | 97204 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $500 |
| FORWARD TOGETHER | |||||||
| 300 FRANK H OGAWA PLAZA SUITE 700 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| REACH COMMUNITY DEVELOPMENT | |||||||
| 4150 S MOODY AVE | PORTLAND | OR | 97239 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $350 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 |
| WRITE AROUND PORTLAND | |||||||
| 133 SW 2ND AVE SUITE 304 | PORTLAND | OR | 97204 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $250 |
| PACIFIC NW COLLEGE OF ART | |||||||
| 511 NW BROADWAY | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $22,500 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $20,650 |
| PORTLAND OPERA | |||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| 800 NE OREGON ST | PORTLAND | OR | 97232 | NONE | GOV | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 |
| REGINAL ARTS AND CULTURE COUNCIL | |||||||
| 411 NW PARK AVE SUITE 101 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $3,500 |
| THE CIRCUS PROJECT | |||||||
| 1420 NW 17TH AVE SUITE 388 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $7,500 |
| THE INTERNATIONAL SCHOOL | |||||||
| 025 SW SHERMAN STREET | PORTLAND | OR | 97201 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,715 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $745,744 | BookValueAmt |
| EOYFMV | $817,772 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $3,484 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,484 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN MCGEADY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 NE THOMPSON STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON DEPARTMENT OF JUSTICE | $195 | $0 | $195 |
| FEDERAL TAX PAYMENTS | $1,874 | $0 | $0 |
| TAX PENALTY | $27 | $0 | $0 |