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SN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SN CHARITABLE FOUNDATION (EIN 84-4673681)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-16
IRS object ID
202502899349100720
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-16T18:39:29-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844673681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1D27 FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSNCHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDaniel DeutschPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,767,691FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$45,584InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45,584InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$548,565DividendsRevAndExpnssAmt
Dividends Net Invst Incm$548,565DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$83,053NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,949,020GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$511,096TotalRevAndExpnssAmt
Total Net Invst Incm$594,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$60,944OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$60,944OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,525PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$6,525PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$29,232LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$29,232LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$193,019OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$72,809OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$120,210OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$45,775OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$45,775OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$342,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,809TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$262,686TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,241,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,241,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,583,795TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,809TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,503,686TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,072,699ExcessRevenueOverExpensesAmt
Net Investment Income$521,340NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,495,424SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$506,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$506,862SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,188AcctRcvblAmt
Acct Rcvbl EOY$1,188AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,188AcctRcvblEOYFMVAmt
US Government Obligations EOY$2,211,636USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,226,736USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,491,698CorporateStockBOYAmt
Corporate Stock EOY$17,194,737CorporateStockEOYAmt
Corporate Stock EOYFMV$18,032,905CorporateStockEOYFMVAmt
Total Assets BOY$20,987,122TotalAssetsBOYAmt
Total Assets EOY$19,914,423TotalAssetsEOYAmt
Total Assets EOYFMV$20,767,691TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$20,987,122RetainedEarningBOYAmt
Retained Earning EOY$19,914,423RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,987,122TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,914,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,987,122TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,914,423TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,987,122TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,072,699ExcessRevenueOverExpensesAmt
Subtotal$19,914,423SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,914,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$5,949,020GrossSalesPriceAmt
Cost Or Other Basis$6,032,073CostOrOtherBasisAmt
Gain Or Loss-$83,053GainOrLossAmt
Gains Minus Excess Or Losses-$83,053GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$83,053CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,247InvestmentIncomeExciseTaxAmt
Subtotal$7,247SubtotalAmt
Tax Based On Investment Income$7,247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,588EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,088TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$159TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDaniel DeutschPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos5.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonMs Beth GermanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 NE Killingsworth Suite 10AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97211ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE DIRTitleTxt
Average Hrs Per Wk Devoted To Pos20.0AverageHrsPerWkDevotedToPosRt
Compensation$60,944CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Gameplan Inc
1475 SW Vista AvePortlandOR97201Phil & IT Srvcs$120,210
Riverview Trust Company
900 Washington St Ste 900VANCOUVERWA98660Investment Mgmt$72,809
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,698,490AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$842,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,541,295TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,541,295AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$323,119CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,218,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,060,909MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,060,909MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,247TaxBasedOnInvestmentIncomeAmt
Total Tax$7,247TotalTaxAmt
Distributable Before Adj$1,053,662DistributableBeforeAdjAmt
Distributable Before Ded$1,053,662DistributableBeforeDedAmt
Distributable As Adjusted$1,053,662DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,503,686ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,503,686QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,053,662DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$915,222ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$653,152ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$732,742ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,301,116TotalExcessDistributionCyovAmt
Qualifying Distributions$1,503,686QualifyingDistributionsAmt
Applied To Current Year$1,053,662AppliedToCurrentYearAmt
Remaining Distri From Corpus$450,024RemainingDistriFromCorpusAmt
Total Corpus$2,751,140TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,751,140ExcessDistriCyovToNextYrAmt
Excess From Year3$915,222ExcessFromYear3Amt
Excess From Year2$653,152ExcessFromYear2Amt
Excess From Year1$732,742ExcessFromYear1Amt
Excess From Current Year$450,024ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 FRIENDS OF OREGON
133 SW 2ND AVE STE 201PORTLANDOR97204N/APCGeneral & Unrestricted$25,000
ADOPT ONE BLOCK
2222 NW HOYT ST APT 302PORTLANDOR97210N/APCGeneral & Unrestricted$25,000
AMERICAN ENVIRONMENTAL HEALTH STUDIES PROJECT INC
16 LAMOILLE STESSEX JUNCTIONVT05452N/APCFAN PROJECT$5,000
BRAVER ANGELS INC
733 3RD AVE - 16TH FLOORNEW YORKNY10017N/APCWork in Oregon Fund$25,000
BRIDGE MEADOWS
8502 N WAYLAND AVEPORTLANDOR97203N/APCGeneral & Unrestricted$5,000
BRIDGEUSA GROUP
430 CORTLAND AVESAN FRANCISCOCA94110N/APCGeneral purposes and work in Oregon Fund$50,000
CENTER FOR HUMANE TECHNOLOGY
77 VAN NESS AVE STE 101 PMB 1601SAN FRANCISCOCA94102N/APCGeneral & Unrestricted$50,000
CHILDRENS CANCER ASSOCIATION
1200 NW NAITO PKWY STE 140PORTLANDOR97209N/APCGeneral & Unrestricted$10,000
CITIZEN UNIVERSITY
300 LENORA ST 1391SEATTLEWA98121N/APCGeneral & Unrestricted$5,000
CIVICS LEARNING PROJECT
1300 SW 6TH AVE STE 190PORTLANDOR97201N/APCGeneral & Unrestricted$50,000
COMMON SENSE INSTITUTE
6295 GREENWOOD PLZ BLVD STE 100GREENWOOD VLGCO80111N/APCwork in Oregon Fund$25,000
COMPASSION AND CHOICES
PO BOX 485ETNANH03750N/APCOregon Work Fund$10,000
CONFLUENCES
1109 E 5TH STVANCOUVERWA98661N/APCGeneral & Unrestricted$25,000
CUPCAKE GIRLS
3110 S VALLEY VIEW BLVDLAS VEGASNV89102N/APCwork in Oregon Fund$25,000
ECKHART TOLLE FOUNDATION
PO BOX 1020LAFAYETTECO80026N/APCGeneral & Unrestricted$15,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$5,000
EVERY ORG
58 WEST PORTAL AVE 781SAN FRANCISCOCA94127N/APCFoundation for Intentional Community Fund$5,000
FINAL EXIT NETWORK INC
PO BOX 10071TALLAHASSEEFL32302N/APCGeneral & Unrestricted$25,000
FOOD & WATER WATCH
1616 P ST NW STE 300WASHINGTONDC20036N/APCOrganization's legal team activities Fund$5,000
FOUNDATION AGAINST INTOLERANCE & RACISM INC
1178 BROADWAY 3RD FL 3668NEW YORKNY10001N/APCGeneral & Unrestricted$25,000
FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN
510 WALNUT ST STE 900PHILADELPHIAPA19106N/APCGeneral & Unrestricted$100,000
FRIENDS OF THE SARAH MCLACHLAN SCHOOL OF MUSIC SOC
CO BH LAW 110 W FAYETTE ST 1000SYRACUSENY13202N/APCGeneral & Unrestricted$25,000
HABITAT FOR HUMANITY PORTLAND METRO EAST
PO BOX 11527PORTLANDOR97211N/APCGeneral & Unrestricted$10,000
HEALING ADVOCACY FUND
6110 E COLFAX AVE UNIT 4 PMB 151DENVERCO80220N/APCwork in Oregon Fund$25,000
HETERODOX ACADEMY
82 NASSAU ST 646NEW YORKNY10038N/APCGeneral & Unrestricted$15,000
ICIVICS INC
1035 CAMBRIDGE ST STE 1CAMBRIDGEMA02141N/APCGeneral & Unrestricted$25,000
IN A LANDSCAPE
5331 S MACADAM AVE STE 258 PMB 1007PORTLANDOR97239N/APCGeneral & Unrestricted$10,000
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI49643N/APCCreative Writing Division: Visiting Writers Program$50,000
JAPANESE GARDEN SOCIETY OF OREGON
611 SW KINGSTON AVEPORTLANDOR97205N/APCJapanese Institute at Portland Japanese Garden Fund$2,500
LET GROW INC
228 PARK AVE S 77212NEW YORKNY10003N/APCGeneral & Unrestricted$5,000
MAGIC CANOE
PO BOX 5485PORTLANDOR97228N/APCGeneral & Unrestricted$25,000
MOTHERS AGAINST MEDIA ADDICTION
700 COLUMBUS AVE FRNT 4/20589NEW YORKNY10025N/APCGeneral & Unrestricted$10,000
MTN PEAKS THERAPY LLAMAS & ALPACAS
33005 NW 31ST AVERIDGEFIELDWA98642N/APCGeneral & Unrestricted$5,000
NATIONAL ASSOCIATION OF PARENTS INC
1600 PARKWOOD CIR SE STE 200ATLANTAGA30339N/APCGeneral & Unrestricted$5,000
NEWS LITERACY PROJECT INC
5335 WISCONSIN AVE NW SUITE 440WASHINGTONDC20015N/APCGeneral & Unrestricted$25,000
NORTH COAST LAND CONSERVANCY INC
PO BOX 67SEASIDEOR97138N/APCGeneral & Unrestricted$25,000
NORTHWEST BATTLE BUDDIES
PO BOX 2511BATTLE GROUNDWA98604N/APCGeneral & Unrestricted$10,000
ONE TAIL AT A TIME - PDX
5132 NE SANDY BLVDPORTLANDOR97213N/APCGeneral & Unrestricted$25,000
ORCHESTRA NOVA NORTHWEST
5830 NE ALAMEDA STPORTLANDOR97213N/APCGeneral & Unrestricted$2,500
OREGON BALLET THEATRE
720 S BANCROFT STPORTLANDOR97239N/APCStrategic facilities fund, capital campaign planning fund, and general fund$50,000
OREGON CRIME VICTIMS LAW CENTER
7412 SW BEAVERTON HILLSDALE HWYPORTLANDOR97225N/APCGeneral & Unrestricted$10,000
OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUC
724 NW DAVIS STPORTLANDOR97209N/APCGeneral & Unrestricted$10,000
OREGON ZOO FOUNDATION
4001 SW CANYON RDPORTLANDOR97221N/APCGeneral & Unrestricted$10,000
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL STE 1290SACRAMENTOCA95814N/APCGeneral & Unrestricted$10,000
PORTLAND PIANO INTERNATIONAL
PO BOX 6469PORTLANDOR97228N/APCGeneral & Unrestricted$20,000
PROJECT PARROTS INC
217 CEDAR STSANDPOINTID83864N/APCGeneral & Unrestricted$16,000
RIVERSWEST SMALL CRAFT CENTER INC
PO BOX 19234PORTLANDOR97280N/APCGeneral & Unrestricted$5,000
RONALD MCDONALD HOUSE CHARITIES
2620 N COMMERCIAL AVEPORTLANDOR97227N/APCPortland East House Fund$5,000
SANDRA DAY OCONNOR INSTITUTE
PO BOX 66422PHOENIXAZ85082N/APCGeneral & Unrestricted$25,000
SIGN FRACTURE CARE INTERNATIONAL
451 HILLS ST SUITE BRICHLANDWA99354N/APCGeneral & Unrestricted$5,000
TAX FOUNDATION
1325 G ST NW STE 950WASHINGTONDC20005N/APCCenter for State Tax Policy and TaxEDU$25,000
THE FOREST PARK CONSERVANCY
833 SW 11TH AVE STE 800PORTLANDOR97205N/APCTo preserve the natural conditions of Forest Park by taking actions to ensure compliance with the forest park natural resources management plan$50,000
TIDELINES INSTITUTE
PO BOX 100GUSTAVUSAK99826N/APCGeneral & Unrestricted$50,000
TRUSTLAB
5725 SW KNIGHTSBRIDGE DRPORTLANDOR97219N/APCGeneral & Unrestricted$50,000
UATX
522 CONGRESS AVE STE 300AUSTINTX78701N/APCGeneral & Unrestricted$15,000
VOLUNTEER LITERACY PROJECT INC
1165 HONEY HOLLOW RDEARLTONNY12058N/APCGeneral & Unrestricted$5,000
WE BELONG PDX
225 NE 80TH AVEPORTLANDOR97213N/APCGeneral & Unrestricted$25,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$10,000
WILD SALMON CENTER
721 NW NINTH AVE STE 300PORTLANDOR97209N/APCOregon Program$25,000
ZEBS WISH EQUINE SANCTUARY
34950 SE COLORADO RDSANDYOR97055N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,241,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,584ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$548,565ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$83,053ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$511,096ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$511,096TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLSPRING SPECIAL INTL SMALL C$600,000$589,929
BLACKROCK STRAT INC OPP PORTFO$3,072,195$2,997,220
FIDELITY SMALL CAP INDEX FUND$980,420$1,125,593
ISHARES BARCLAYS US AGGREGATE$2,905,432$2,501,861
PIMCO FUNDS FOREIGN BOND FUND$593,787$614,198
RBC EMERGING MARKETS EQUITY I$999,148$1,091,569
T ROWE PRICE INTERNATIONAL DIS$600,000$585,231
VANGUARD 500 INDEX FUND ADM$4,069,001$5,044,175
VANGUARD DEVELOPED MARKETS IDX$1,288,549$1,223,218
VANGUARD MID-CAP INDEX FD ADMI$1,351,762$1,501,943
VANGUARD SHORT TERM INVESTMENT$734,443$757,968

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,211,636USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,226,736USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$29,232LegalFeesAmt
Disbursements Charitable Prps$29,232DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$38,883$38,883
Digital Subscriptions$240$240
Indemnification Insurance$2,598$2,598
Payroll Processing Fees$1,353$1,353
Postage/Delivery Service$226$226
State or Local Filing Fees$2,475$2,475

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$72,809$72,809
Philanthropic Consulting Srvcs$119,910$119,910
IT SERVICES$300$300

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$5,400
990-PF Extension for 2023$1,900