PHILLIPS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PHILLIPS FAMILY FOUNDATION (EIN 46-4337405)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-07
- IRS object ID
- 201822509349100607
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-07T10:10:45-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930770718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jones Ham & Cluff PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14475 SW Allen Blvd Suite A | AddressLine1Txt |
| City | Beaverton | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97005 | 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 | 464337405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phillips Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 5037970626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6140 SW Macadam Avenue | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Frank Phillips III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary E Ham Jr | PreparerPersonNm |
| PTIN | P00351087 | PTIN |
| Phone | 5036436333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $756,596 | 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 | $138,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,863 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,863 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,863 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,933 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,933 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,222 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,012 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $176,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,018 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,808 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,993 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,287 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,808 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,959 | CashBOYAmt |
| Cash EOY | $144,077 | CashEOYAmt |
| Cash EOYFMV | $144,077 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $30,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,176 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $233,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $391,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,949 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $163,963 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $174,558 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,347 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $571,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $711,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $756,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $571,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $711,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $571,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $711,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $711,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $571,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,781 | ExcessRevenueOverExpensesAmt |
| Subtotal | $711,060 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $711,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10.000 Bioverativ Inc | P | 2016-05-17 | 2017-02-27 | $494 | $423 | $71 | $71 |
| 110.000 Lyondellbasell NV CL-A | P | 2017-05-24 | 2017-11-28 | $11,548 | $9,196 | $2,352 | $2,352 |
| 85.000 Nestle Spon ADR Rep Reg Shr | P | 2017-01-04 | 2017-05-24 | $7,154 | $6,270 | $884 | $884 |
| 110.000 Perrigo Co Ltd | P | 2017-02-27 | 2017-11-28 | $9,555 | $9,429 | $126 | $126 |
| 135.000 Perrigo Co Ltd | P | 2017-03-31 | 2017-11-28 | $11,727 | $9,241 | $2,486 | $2,486 |
| 275.000 The Mosaic Co (Hldg Co) New | P | 2016-06-10 | 2017-02-27 | $8,642 | $7,610 | $1,032 | $1,032 |
| 225.000 The Mosaic Co (Hldg Co) New | P | 2016-09-27 | 2017-02-27 | $7,070 | $5,524 | $1,546 | $1,546 |
| .822 Tri Continental Corp | P | 2017-12-29 | 2017-12-29 | $22 | $22 | ||
| 115.000 US Bancorp Com New | P | 2016-05-17 | 2017-02-27 | $6,345 | $4,830 | $1,515 | $1,515 |
| 4.500 Bioverativ Inc | P | 2015-10-30 | 2017-02-27 | $222 | $210 | $12 | $12 |
| 4.500 Bioverativ Inc | P | 2015-12-30 | 2017-02-27 | $222 | $221 | $1 | $1 |
| 4.000 Bioverativ Inc | P | 2016-02-16 | 2017-02-27 | $198 | $163 | $35 | $35 |
| 50.000 Merck & Co Inc New Com | P | 2015-10-30 | 2017-03-31 | $3,175 | $2,827 | $348 | $348 |
| 50.000 Merck & Co Inc New Com | P | 2015-12-30 | 2017-03-31 | $3,175 | $2,743 | $432 | $432 |
| 40.000 Merck & Co Inc New Com | P | 2016-02-16 | 2017-03-31 | $2,540 | $2,045 | $495 | $495 |
| 10000.000 Nasdaq OMX Group 5250 | P | 2016-03-23 | 2017-05-26 | $10,236 | $10,222 | $14 | $14 |
| 100.000 Nestle Spon ADR Rep Reg Shr | P | 2016-03-23 | 2017-05-24 | $8,416 | $7,509 | $907 | $907 |
| 70.000 Nestle Spon ADR Rep Reg Shr | P | 2016-05-17 | 2017-05-24 | $5,891 | $5,355 | $536 | $536 |
| 100.000 US Bancorp Com New | P | 2016-02-01 | 2017-02-27 | $5,517 | $4,084 | $1,433 | $1,433 |
| 88.000 US Bancorp Com New | P | 2016-02-16 | 2017-02-27 | $4,855 | $3,632 | $1,223 | $1,223 |
| 50.000 United Parcel Ser Inc CL-B | P | 2015-02-24 | 2017-02-27 | $5,320 | $5,206 | $114 | $114 |
| 25.000 United Parcel Ser Inc CL-B | P | 2015-12-30 | 2017-02-27 | $2,660 | $2,495 | $165 | $165 |
| 40.000 Wal Mart Stores, Inc | P | 2015-08-14 | 2017-09-12 | $3,182 | $2,964 | $218 | $218 |
| 40.000 Wal Mart Stores, Inc | P | 2015-01-23 | 2017-09-12 | $3,182 | $2,541 | $641 | $641 |
| 30.000 Wal Mart Stores, Inc | P | 2016-02-16 | 2017-09-12 | $2,387 | $2,029 | $358 | $358 |
| 81.940 Unit FT Biotechnology 33 | P | 2016-07-29 | 2017-12-25 | $82 | $804 | -$722 | -$722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,222 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,012 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $632 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $632 | SubtotalAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $636 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Frank Phillips III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037970626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6140 SW Macadam Avenue | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Henry Frank Phillips III | ||||||
| 6140 SW Macadam Ave | Portland | OR | 97239 | President | 5.00 | $0 |
| Janet L Phillips | ||||||
| 6140 SW Macadam Ave | Portland | OR | 97239 | Secretary | 5.00 | $0 |
| Henry Francis Phillips IV | ||||||
| 6140 SW Macadam Ave | Portland | OR | 97239 | Director | 1.00 | $0 |
| John V Phillips | ||||||
| 6140 SW Macadam Ave | Portland | OR | 97239 | Director | 1.00 | $0 |
| Jean M Hinkley | ||||||
| 6140 SW Macadam Ave | Portland | OR | 97239 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $632 | TotalTaxAmt |
| Distributable Before Adj | $632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $5,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $29,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,350 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,000 | ExcessFromYear2Amt |
| Excess From Year1 | $25,550 | ExcessFromYear1Amt |
| Excess From Current Year | $29,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Frank Phillips III | ContributingManagerNm |
| Contributing Manager | Janet L Phillips | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Medical Teams International | |||||||
| 14150 SW Milton Ct | Tigard | OR | 97224 | None | PC | Worldwide needs - life-saving medicines, supplies, and care to people in need around the world. | $2,500 |
| Friends of the Children Portland | |||||||
| 7227 SW Bridgeport Rd | Portland | OR | 97224 | None | PC | To provide Portland's most vulnerable children a nurturing and sustained relationship with a professional mentor who teaches positive values and has attainable expectation for each child to become healthy, productive members of the community. | $18,000 |
| Projectlemonade | |||||||
| 1006 Lloyd Center | Portland | OR | 97232 | None | PC | To help provide new clothing, shoes & coats for foster youth in the greater Portland area and SW Washington during the annual back-to-school shopping event | $2,500 |
| De La Salle North Catholic HS | |||||||
| 7528 North Fenwick Avenue | Portland | OR | 97217 | None | PC | To help students explore their faith, excel academically, embrace diversity, compete athletically, participate in clubs, and gain valuable real-life work experience. | $2,500 |
| Victory Academy | |||||||
| PO Box 428 | Tualatin | OR | 97062 | None | PC | To support programs for youth with learning challenges | $3,800 |
| Madeleine Catholic Church | |||||||
| 3123 NE 24th Avenue | Portland | OR | 97212 | None | PC | To support programs for underserved youth. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,863 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,933 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,018 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| G&B Milwaukie LLC | ||||||
| 1 | 6140 SW Macadam Ave | Portland | OR | 97239 | $10,000 | Yes (X) |
| Belmont 10 11 LLC | ||||||
| 2 | 6140 SW Macadam Ave | Portland | OR | 97239 | $10,000 | Yes (X) |
| Washington Street Building LLC | ||||||
| 3 | 6140 SW Macadam Ave | Portland | OR | 97239 | $10,000 | Yes (X) |
| Grand Benedicts Inc | ||||||
| 4 | 6140 SW Macadam Ave | Portland | OR | 97229 | $58,000 | Yes (X) |
| Seattle GB Building LLC | ||||||
| 5 | 6140 SW Macadam Ave | Portland | OR | 97229 | $50,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan Stanley Acct - Corporate Bonds | BondNm |
| EOY Book Value | $163,963 | EOYBookValueAmt |
| EOYFMV | $174,558 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley Acct. - Stocks | $255,990 | $289,127 |
| Morgan Stanley Acct - ETFs and CEFs | $101,436 | $102,311 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Morgan Stanley - Unit Investment Trusts | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,491 | BookValueAmt |
| EOYFMV | $16,347 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management Fees | Desc |
| Revenue And Expenses Per Books | $4,287 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,287 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,993 | Amt |
| Net Investment Income | $1,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State tax | CategoryTxt |
| Amt | $157 | Amt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |