ROSE E TUCKER CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROSE E TUCKER CHARITABLE TRUST (EIN 93-6119091)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-08
- IRS object ID
- 201733129349101143
- Schema version
- 2016v3.0
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T17:00:20-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936119091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE E TUCKER DECD CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUCK | BusinessNameControlTxt |
| Phone | 5034643580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5034643580 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J CASTRIANO | PreparerPersonNm |
| PTIN | P01251603 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2017-11-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C7F02AA215A260659081F4F5D2671580239EC9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E1B593DB857E74EE153996372FF1A551E8DCB88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,020,983 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $405,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,150,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,275,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,150,721 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,401 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,560,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,555,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $156,137 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,349 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,983 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,602 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,105,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,105,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,362,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,177,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,392,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $15,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,081 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $8,228,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,781,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,944,902 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,107,931 | CorporateBondsBOYAmt |
| Other Investments BOY | $8,307,410 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,660,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,857,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,020,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $17,660,019 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,857,741 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,660,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,857,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,660,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,857,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,660,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $17,857,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,857,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1057.385 PRICE T ROWE GROWTH STK FD INC COM | 2011-03-11 | 2016-08-19 | $56,877 | $34,989 | $21,888 | $21,888 | |
| 26259.528 TCW EMERGING MARKETS INCOME FUND | 2016-06-22 | 2016-08-19 | $222,418 | $210,601 | $11,817 | $11,817 | |
| 387.242 VANGUARD EQUITY INCOME ADM | 2013-08-27 | 2016-08-19 | $26,096 | $22,468 | $3,628 | $3,628 | |
| 9103.232 PRICE T ROWE GROWTH STK FD INC COM | 2011-03-11 | 2017-02-24 | $529,535 | $301,226 | $228,309 | $228,309 | |
| 6727.709 VANGUARD EQUITY INCOME ADM | 2013-08-27 | 2017-02-24 | $481,435 | $390,342 | $91,093 | $91,093 | |
| 802.118 VANGUARD 500 IDX ADML | 2016-06-22 | 2017-02-24 | $175,768 | $154,295 | $21,473 | $21,473 | |
| 10500. U S BANCORP | 1976-01-18 | 2017-03-17 | $574,047 | $10,662 | $563,385 | $563,385 | |
| CAPITAL GAIN DIVIDENDS | $209,128 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,150,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,336,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,839,937 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,117,386 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,271,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,897,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,210,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,267,456 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,195,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062758 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,134,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,564,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058002 | DistributionYr5Rt |
| Total Distribution | 0.330099 | TotalDistributionRt |
| Average Distribution | 0.06602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,268,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,338,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,920 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,352,039 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,177,717 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,056 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $35,056 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,215 | OverpaymentAmt |
| Applied To ES Tax | $7,215 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034643580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | Yes (true) | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| US BANK | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | CO-TRUSTEE | 1 | $149,486 |
| MILO E ORMSETH | ||||||
| 900 SW 5TH AVENUE | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| TERRY PANCOAST | ||||||
| 900 SW 5TH AVENUE SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOEL RIVES LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SW FIFTH AVE SUITE 2600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL SERVICE | ServiceTypeTxt |
| Compensation | $53,983 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,269,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,577,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,577,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,268,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,013,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,013,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,841 | TotalTaxAmt |
| Distributable Before Adj | $985,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $989,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $989,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,177,717 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,177,717 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,177,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $989,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $270,863 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $861,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $87,686 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $372,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,749,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,177,717 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $989,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $188,638 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,938,527 | 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 | $157,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,781,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $270,863 | ExcessFromYear4Amt |
| Excess From Year3 | $861,547 | ExcessFromYear3Amt |
| Excess From Year2 | $87,686 | ExcessFromYear2Amt |
| Excess From Year1 | $372,671 | ExcessFromYear1Amt |
| Excess From Current Year | $188,638 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSE E TUCKER CHARITABLE TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SW FIFTH AVENUE SUITE 2600 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032949558 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE - ROSE E TUCKER CHARITABLE TRUST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY TO PROGRAMS IN EDUCATION, HEALTH & WELFARE, COMMUNITY DEVELOPMENT, SOCIAL SERVICE & ARTS & CULTURE, EMPHASIS IN THE PORTLAND METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FOOD BY DESIGN | ||||||||
| 4837 NE COUCH STREET | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SOLVE | ||||||||
| 2000 SW 1ST AVE SUITE 400 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SOUTHERN OR LAND CONVERVANCY INC | ||||||||
| PO BOX 954 | PORTLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CASCADE AIDS PROJECTS | ||||||||
| 520 NW DAVIS ST SUITE 215 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CATHOLIC YOUTH ORGANIZATION | ||||||||
| 825 NE 20TH AVENUE SUITE 120 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GIRLS INC OF THE PACIFIC NW | ||||||||
| 4800 SW MACADAM AVE SUITE 309 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,500 | |
| UPSTREAM PUBLIC HEALTH | ||||||||
| 240 N BROADWAY SUITE 214 | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $2,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ANTFARM | ||||||||
| 39140 PROCTOR BLVD | SANDY | OR | 97055 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CALL TO SAFETY | ||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DENTAL LIFETIME NETWORK | ||||||||
| PO BOX 690 | WILSONVILLE | OR | 97070 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE FOREST PARK CONSERVANCY | ||||||||
| 210 NW 17TH AVE SUITE 201 | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATING | $4,000 | |
| FRIENDS OF THE BANKS COMM LIBRARY | ||||||||
| 42461 NW MARKET STREET | BANKS | OR | 97106 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LAN SU CHINESE GARDEN | ||||||||
| 220 NW SECOND AVE SUITE 1050 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| LEACH GARDEN FRIENDS | ||||||||
| 6704 SE 122ND AVE | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ST VINCENT DE PAUL SOCIETY OF PORTLAND | ||||||||
| PO BOX 42157 | PORTLAND | OR | 972420157 | NONE | PC | GENERAL OPERATING | $2,500 | OR |
| ELGIN HEALTH DISTRICT | ||||||||
| PO BOX 983 | ELGIN | OR | 97827 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FRIENDS OF THE CORNELIUS PUB LIBRARY | ||||||||
| PO BOX 145 | CORNELIUS | OR | 97113 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JANUS YOUTH PROGRAMS INC | ||||||||
| 707 NE COUCH | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LIVING YOGA | ||||||||
| 5100 SE MACADAM SUITE 360 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NATIONAL ASSEMBLY OF STATE ART AGYS | ||||||||
| 1200 18TH ST NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $15,000 | |
| KIDS CLUB OF HARNEY COUNTY | ||||||||
| PO BOX 1035 | BURNS | OR | 97720 | NONE | PC | GENERAL OPERATING | $15,000 | |
| LEZAK LEGACY FELLOWSHIP PROGRAM | ||||||||
| 10015 SW TERWILLIGER BLCD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $10,000 | C/O LEWIS & CLARK LAW SCHOOL |
| PARROT CREEK CHILD & FAMILY SVCS | ||||||||
| 1001 MOLALLA AVENUE SUITE 209 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND ANIMAL WELFARE TEAM | ||||||||
| 25 NW 23RD PLACE SUITE 6 BOX 489 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $1,500 | |
| THE PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FOODCORPS INC | ||||||||
| 2544 NW UPSHUR STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $6,500 | |
| FRIENDS OF THE JEFFERSON LIBRARY | ||||||||
| PO BOX 656 | JEFFERSON | OR | 97352 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FRUIT & FLOWER DAY NURSERY - PORTLAND | ||||||||
| 2378 NW IRVING ST | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMAGO THEATRE MASK ENSEMBLE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON COMMUNITY WAREHOUSE INC | ||||||||
| 3969 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OREGON SHAKESPEAREAN FESTIVAL ASSN | ||||||||
| PO BOX 158 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $12,500 | |
| THE DOUGY CENTER INC | ||||||||
| PO BOX 86852 | PORTLAND | OR | 97286 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OUR UNITED VILLAGES | ||||||||
| 3625 N MISSISSIPPI AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $6,000 | |
| PORTLAND YOUTH BUILDERS | ||||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SALMON SAFE | ||||||||
| 805 SE 32ND AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | |
| VIRGINIA GARCIA MEMORIAL FOUNDATION | ||||||||
| PO BOX 486 | CORNELIUS | OR | 97113 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WILLAMETTE RIVERKEEPER | ||||||||
| 1515 SE WATER AVE 102 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WILLAMETTE UNIVERSITY | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | NONE | PC | GENERAL OPERATING | $40,000 | |
| PORTLAND FRUIT TREE PROJECT | ||||||||
| 5431 NE 20TH AVE | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND THEATRE PROJECT | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PACIFIC RIVERS COUNCIL | ||||||||
| 317 SW ALDER STREET SUITE 900 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CAMP FIRE COLUMBIA | ||||||||
| 619 SW 11TH AVE SUITE 234 | PORLTAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COLUMBIA LAND TRUST | ||||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $50,000 | |
| FRIENDS OF THE COLUMBIA GORGE | ||||||||
| 522 SW 5TH AVE SUITE 720 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| DE LA SALLE N CATHOLIC HIGH SCHOOL | ||||||||
| 7528 NORTH FENWICK AVENUE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $8,500 | |
| ECOTRUST | ||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $12,000 | |
| FISHTRAP INC | ||||||||
| PO BOX 38 | ENTERPRISE | OR | 97828 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BROADWAY ROSE THEATER COMPANY | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $1,500 | |
| THE CAMPAIGN FOR EQUAL JUSTICE | ||||||||
| 620 SW FIFTH AVENUE SUITE 1225 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CHESS FOR SUCCESS | ||||||||
| 2701 NW VAUGHN STREET SUITE 101 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRADLEY ANGLE HOUSE | ||||||||
| 5432 N ALBINA AVENUE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON STREET | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,000 | |
| ASSISTANCE LEAGUE OF PORTLAND | ||||||||
| 4000 SW 117TH AVENUE | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN STREET SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CASA FOR CHILDREN INC | ||||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $9,205 | |
| GROWING GARDENS | ||||||||
| 2203 NE OREGON ST | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $7,500 | |
| I HAVE A DREAM FDN - OR | ||||||||
| 2916 ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $25,000 | |
| MEALS ON WHEELS PEOPLE INC | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HOUSING DEVELOPMENT CENTER | ||||||||
| 847 NE 19TH AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $60,000 | |
| LINFIELD COLLEGE | ||||||||
| 900 SE BAKER STREET | MCMINNVILLE | OR | 97128 | NONE | PC | GENERAL OPERATING | $7,500 | |
| IMPACT NW | ||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATING | $4,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 111 SUTTER STREET 20TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING | $22,500 | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1808 SE BELMONT | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHWEST PILOT PROJECT INC | ||||||||
| 1430 SW BROADWAY SUITE 200 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NEW AVENUES FOR YOUTH INC | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OPAL CREEK ANCIENT FOREST CENTER | ||||||||
| 721 NW 9TH AVE SUITE 236 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OREGON COLLEGE OF ART & CRAFT | ||||||||
| 8245 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON COUNCIL FOR THE HUMANITIES | ||||||||
| 921 SW WASHINGTON ST 150 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,500 | |
| OREGON MUSEUM OF SCIENCE AND | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $20,000 | INDUSTRY |
| OREGON SYMPHONY ASSOCIATION | ||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $35,000 | |
| OREGON BALLET | ||||||||
| 0720 SW BANCROFT STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $25,000 | |
| OR ALLIANCE OF INDEPENDENT COLLEGES | ||||||||
| 1211 SW 5TH AVE SUITE 1900 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $12,000 | AND UNIVERSITIES |
| OREGON FOOD BANK | ||||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $9,260 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW ELEVENTH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $20,000 | |
| REGIONAL ARTS & CULTURE COUNCIL | ||||||||
| 411 NW PARK AVENUE SUITE 101 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO BOX 751 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $100,000 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 E CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $6,000 | |
| SISTERS OF THE ROAD CAFE INC | ||||||||
| 133 NW SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVENUE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $1,500 | |
| ST ANDREW NATIVITY SCHOOL | ||||||||
| 4924 NE 9TH AVENUE | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $8,500 | |
| SOUTHEWEST COMMUNITY HEALTH | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97129 | NONE | PC | GENERAL OPERATING | $3,500 | CENTER |
| THE LIBRARY FOUNDATION INC | ||||||||
| 620 SW FIFTH AVENUE SUITE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $30,000 | |
| SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GERERAL OPERATING | $3,500 | |
| ST MARY'S ACADEMY | ||||||||
| 1615 SW 5TH AVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,500 | |
| WRITE AROUND PORTLAND | ||||||||
| 133 SW 2ND AVE SUITE 304 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK ST | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| YOUNG AUDIENCES OF OR INC | ||||||||
| 1220 SW MORRISON SUITE 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $12,000 | |
| YWCA OF GREATER PORTLAND | ||||||||
| 1111 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BLVD NO 503 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $4,000 | |
| ROSE HAVEN CIC | ||||||||
| PO BOX 10405 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CLASSICAL UP CLOSE | ||||||||
| PO BOX 23751 | TIGARD | OR | 97223 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON BLACK PIONEERS | ||||||||
| 117 COMMERCIAL ST NE SUITE 210 | SALEM | OR | 97301 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CONSTRUCTING HOPE | ||||||||
| 405 NE CHURCH STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | & PRE-APPRENTICESHIP PROGRAM |
| GRANTMAKERS OF OREGON & SW WA | ||||||||
| PO BOX 6381 | PORTLAND | OR | 972286381 | NONE | PC | GENERAL OPERATING | $2,720 | |
| GLEANERS OF CLACKAMAS COUNTY INC | ||||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MT ADAMS INSTITUTE | ||||||||
| 2453 HIGHWAY 141 | TROUT LAKE | WA | 98650 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FRIENDS OF TRYON CREEK STATE PARK | ||||||||
| 111321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| JAPANESE GARDEN SOCIETY OF OR | ||||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE OLD CHURCH INC | ||||||||
| 1422 SW 11TH AVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE CHILDREN'S BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HABITAT FOR HUMANITY OF OREGON | ||||||||
| PO BOX 11452 | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $17,500 | |
| LIFT URBAN PORTLAND | ||||||||
| 2701 NW VAUGHN STREET SUITE 102 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NW ENVIRONMENTAL DEFENSE CENTER | ||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PORTLAND CHILDREN'S MUSEUM | ||||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $3,500 | |
| LITERARY ARTS INC | ||||||||
| 925 SW WASHINGTON STREET | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PACIFIC YOUTH CHOIR | ||||||||
| 1012 SW KING AVE SUITE 10 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $7,500 | |
| THE WALLACE MEDICAL CONCERN | ||||||||
| 124 NE 181ST AVE SUITE 103 | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $6,500 | |
| BOSCO-MILLIGAN FOUNDATION | ||||||||
| 701 SE GRAND AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HUMAN SOLUTIONS | ||||||||
| 12350 SE POWELL | PORTLAND | OR | 97236 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| LATINO NETWORK | ||||||||
| 410 NE 18TH AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHWEST YOUTH CORPS | ||||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 1500 SW FIRST AVE SUITE 760 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REED COLLEGE | ||||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $40,000 | |
| THE HIGH DESERT MUSEUM | ||||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE FRESHWATER TRUST | ||||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,105,185 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,150,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 1 | $901 |
| RECOVERY OF GRANTS | 1 | $3,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,560,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,560,177 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOEL RIVES LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PROFESSIONAL SERVICES | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO TOTAL RETURN FUND INST | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANCORP | ||
| RUSSELL EMERGING MKT FD | ||
| PRICE T ROWE GROWTH STK FD | ||
| AMERICAN EUROPACIFIC GRTH F2 | ||
| LAUDUS INTL MARKETMASTERS FD | ||
| VANGUARD EQUITY INCOME ADM | ||
| NUVEEN REAL ESTATE SECS I | ||
| T ROWE PRICE SC STOCK | ||
| 693390700 PIMCO TOTAL RETURN F | $1,107,931 | $997,371 |
| 29875E100 AMERICAN EUROPACIFIC | $2,141,350 | $2,680,500 |
| 057071854 BAIRD AGGREGATE BOND | $3,203,589 | $3,165,018 |
| 808509640 LAUDUS INTERNATIONAL | $904,383 | $1,382,342 |
| 921921300 VANGUARD EQUITY INCO | $1,190,821 | $1,476,930 |
| 464288612 ISHARES BARCLAYS INT | $2,978,124 | $2,949,622 |
| 670678507 NUVEEN REAL ESTATE S | $977,644 | $891,627 |
| 779556109 ROWE T PRICE MID-CAP | $797,117 | $923,467 |
| 782493746 RUSSELL EMERGING MAR | $500,000 | $404,027 |
| 779572106 T ROWE PRICE SMALL C | $903,875 | $944,554 |
| 902973304 US BANCORP | $19,284 | $986,065 |
| 741479109 PRICE T ROWE GROWTH | $831,810 | $1,599,769 |
| 922908710 VANGUARD 500 INDEX A | $1,838,496 | $2,138,509 |
| 87234N765 TCW EMERGING MARKETS | $387,236 | $405,101 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| BAIRD AGGREGATE BOND FD INSTL |
| ISHARES BARCLAYS INTERM GOVT E |
| T ROWE PRICE MID CAP GROWTH FD |
| TCW EMERGING MARKETS INCOME FU |
| VANGUARD 500 INDEX ADMIRAL |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE FILING FEE | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $901 | $0 |
| RECOVERY OF GRANTS PAID | $3,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SOFTWARE AND ADMIN SERVICES | CategoryTxt |
| Amt | $53,983 | Amt |
| Disbursements Charitable Prps | $53,983 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,283 | $7,283 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $21,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $319 | $319 | $0 |