STEVEN MCGEADY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN MCGEADY FOUNDATION (EIN 91-1803102)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349103110
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:30:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-14 | 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 | 2018-11-14 | IPDt |
| IP Tm | 16:46:29 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D1CE2646B75080A5732326A7AECEF415B46B9BDD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 957C400CD4551727CE3104C8FF28C00DF16F5261 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,032,786 | 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 | $13,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,802 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,683 | 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 | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,862 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $195 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,149 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $974,050 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $885,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $986,637 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,046,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $931,799 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,032,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,046,313 | UnrestrictedBOYAmt |
| Unrestricted EOY | $931,799 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,046,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $931,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $931,799 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,046,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $931,799 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $931,799 | 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 | 2017-04-05 | $4,990 | $4,479 | $511 | $511 |
| DELAWARE US GROWTH FUND | P | 2014-06-17 | 2017-04-05 | $14,990 | $15,948 | -$958 | -$958 |
| DELAWARE US GROWTH FUND | P | 2014-06-17 | 2017-08-16 | $4,990 | $4,797 | $193 | $193 |
| PIMCO ALL ASSET INSTITUTIONAL | P | 2014-06-17 | 2017-08-18 | $1,490 | $1,590 | -$100 | -$100 |
| VULCAN VALUE PARTNERS SMALL CAP | P | 2014-06-17 | 2017-04-05 | $5,000 | $4,977 | $23 | $23 |
| VULCAN VALUE PARTNERS SMALL CAP | P | 2014-06-17 | 2017-08-16 | $5,000 | $4,885 | $115 | $115 |
| WESTWOOD INCOME OPPORTUNITY INSTITUTIONAL | P | 2014-06-17 | 2017-04-05 | $19,990 | $19,227 | $763 | $763 |
| JHANCOCK GLOBAL ABSOLUTE | P | 2015-06-11 | 2017-04-05 | $36,297 | $39,185 | -$2,888 | -$2,888 |
| VANGUARD HEALTH CARE FUND ADMIRAL | P | 2015-08-06 | 2017-04-05 | $14,990 | $18,312 | -$3,322 | -$3,322 |
| CAPITAL GAINS DIVIDENDS | P | $24,073 | $24,073 | $24,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,410 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $938,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,056,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,863 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,124,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $529,635 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $876,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188173 | DistributionYr5Rt |
| Total Distribution | 0.721275 | TotalDistributionRt |
| Average Distribution | 0.144255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $997,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,904 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,517 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,343 | OverpaymentAmt |
| Applied To ES Tax | $360 | AppliedToESTaxAmt |
| Refund | $983 | RefundAmt |
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 |
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 | $971,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,012,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,012,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $997,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $49,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,517 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,370 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,857 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,976 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $523,168 | 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 | $121,370 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,979 | ExcessFromYear4Amt |
| Excess From Year3 | $74,919 | ExcessFromYear3Amt |
| Excess From Year2 | $73,857 | ExcessFromYear2Amt |
| Excess From Year1 | $82,067 | ExcessFromYear1Amt |
| Excess From Current Year | $96,976 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NETWORK FOR REPRODUCTIVE OPTIONS | ||||||||||||
| PO BOX 10894 | EUGENE | OR | 97440 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $3,000 | |||||
| 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 | |||||
| PORTLAND ART MUSEUM | ||||||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $34,550 | |||||
| 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 | |||||
| PORTLAND LIBRARY FOUNDATION | ||||||||||||
| 620 SW 5TH AVE 1025 | PORTLAND | OR | 97204 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $2,000 | |||||
| SPOON FOUNDATION | ||||||||||||
| 135 SE MAIN STREET | PORTLAND | OR | 97214 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,000 | |||||
| REGIONAL ARTS AND CULTURE COUNCIL | ||||||||||||
| 411 NW PARK AVENUE 101 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $2,880 | |||||
| COLUMBIA RIVERKEEPER | ||||||||||||
| 407 PORTWAY AVENUE 301 | HOOD RIVER | OR | 97031 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $375 | |||||
| HACK OREGON | ||||||||||||
| 329 NE COUCH STREET | PORTLAND | OR | 97232 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $24,875 | |||||
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||||||||
| 511 NW BROADWAY | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $31,480 | |||||
| PSU FOUNDATION (NORTHWEST SCIENCE ENGINEERING FAIR) | ||||||||||||
| 800 NE OREGON STREET | PORTLAND | OR | 97232 | NONE | GOV | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 | |||||
| NINETY-NINE GIRLFRIENDS | ||||||||||||
| 921 SW WASHINGTON STREET | PORTLAND | OR | 97205 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $1,100 | |||||
| THE INTERNATIONAL SCHOOL | ||||||||||||
| 025 SW SHERMAN STREET | PORTLAND | OR | 97201 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 | |||||
| CONVERGE 45 | ||||||||||||
| PO BOX 28209 | PORTLAND | OR | 97209 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 | |||||
| NOTRE DAME CATHOLIC CHURCH | ||||||||||||
| 1005 MOORE ROAD | MICHIGAN CITY | IN | 46360 | NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $500 | |||||
| GLOBAL ART AFFAIRS FOUNDATION | ||||||||||||
| NONE | 501(C)(3) | TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION | $5,000 | 48 ZAMENHOFSTRAAT | LEIDEN | SOUTH HOLLAND | NL | 2312 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,260 | 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 | $13,471 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,683 | 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 FEES | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,200 | DisbursementsCharitablePrpsAmt |
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 | $885,650 | BookValueAmt |
| EOYFMV | $986,637 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $1,802 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,802 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,802 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $5,862 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,862 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON DEPARTMENT OF JUSTICE | $195 | $0 | $195 |
| US TREASURY - ESTIMATED TAXES | $1,680 | $0 | $0 |