WELLS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WELLS FAMILY FOUNDATION (EIN 20-8584460)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349103982
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:22:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOCK ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 S MACADAM AVE STE 470 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972393836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208584460 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 5033055080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 KRUSE WAY PLACE 502 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B WELLS | PersonNm |
| Person Title | VP & SECRETARY | PersonTitleTxt |
| Phone | 5033055080 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH E GUSTAFSON | PreparerPersonNm |
| PTIN | P00396232 | PTIN |
| Phone | 5032215117 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,604 | 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 | $95,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,619 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,619 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,619 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,982 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,982 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $101,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,601 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,601 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,006 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,006 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,006 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $96 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $96 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,683 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,785 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,785 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,260 | CashBOYAmt |
| Cash EOY | $46,419 | CashEOYAmt |
| Cash EOYFMV | $46,419 | CashEOYFMVAmt |
| Corporate Stock BOY | $147,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $109,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,185 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $158,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $158,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $155,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $158,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $158,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $155,604 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $155,604 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| 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 |
| Individual With Books | GEORGE M WELLS | IndividualWithBooksNm |
| Phone | 5033055080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 KRUSE WAY PL SUITE 502 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W WELLS | ||||||||
| 1440 ROSE GARDEN LANE | CUPERTINO | CA | 95014 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| DAVID B WELLS | ||||||||
| PO BOX 80 | EASTPORT | MI | 49627 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JAMES B WELLS | ||||||||
| 1876 SE EXETER DRIVE | PORTLAND | OR | 97202 | VP & SECRETA | 000.00 | $0 | $0 | $0 |
| GEORGE M WELLS | ||||||||
| 3900 KRUSE WAY PL SUITE 502 | LAKE OSWEGO | OR | 97035 | PRESIDENT | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT HAVE SPECIFIC DIRECT CHARITABLE ACTIVITIES OTHER THAN CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,255 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $135,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,661 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,056 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,661 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $453,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,056 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,395 | RemainingDistriFromCorpusAmt |
| Total Corpus | $543,819 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $484,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,034 | ExcessFromYear4Amt |
| Excess From Year3 | $100,713 | ExcessFromYear3Amt |
| Excess From Year2 | $83,484 | ExcessFromYear2Amt |
| Excess From Year1 | $132,889 | ExcessFromYear1Amt |
| Excess From Current Year | $90,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ADOPT ONE BLOCK | ||||||||
| 2222 NW HOYT ST | STE 302 | PORTLAND | OR | 97210 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $5,000 |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE | STE 340 | PALO ALTO | CA | 94301 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| 850 W CROSS ST | YPSILANTI | MI | 48197 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,500 | |
| ST MARY'S ACADEMY | ||||||||
| 1615 SW FIFTH AVE | PORTLAND | OR | 97201 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $5,000 | |
| ST ANDREW NATIVITY SCHOOL | ||||||||
| 4925 NE 9TH AVE | PORTLAND | OR | 97211 | NO RELATIONSHIP | OR | EXEMPT PURPOSE | $2,500 | |
| LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE | STE 1025 | PORTLAND | OR | 97204 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $10,000 |
| PORTLAND STATE UNIV FOUNDATION | ||||||||
| PO BOX 243 | STE 730 | PORTLAND | OR | 972070243 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $5,000 |
| ST JOHN FISCHER | ||||||||
| 4567 SW NEVADA ST | PORTLAND | OR | 97219 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,500 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON ST | FLINT | MI | 48503 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 | |
| FOOD BANK OF EASTERN MICHIGAN | ||||||||
| 2300 LAPEER RD | FLINT | MI | 48503 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 | |
| GREATER FLINT HEALTH COALITION | ||||||||
| 120 W FIRST ST | FLINT | MI | 485021815 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $8,000 | |
| ALS ASSOCIATION OR AND SW WA | ||||||||
| 825 NE MULTNOMAH ST | STE 940 | PORTLAND | OR | 97232 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $15,000 |
| UNIVERSITY OF TEXAS FUND | ||||||||
| 210 WEST 7TH STREET | AUSTIN | TX | 787012982 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $5,500 | |
| KNIGHTS OF COLUMBUS COUNCIL | ||||||||
| 9905 SW MCKENZIE ST | TIGARD | OR | 97223 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,500 | |
| NW PILOT PROJECT | ||||||||
| 1430 SW BROADWAY | STE 200 | PORTLAND | OR | 97201 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,500 | |
| MEALS OF WHEELS | ||||||||
| 222 SALEM AVE ADDRESS 2 | DAYTON | OH | 45406 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 | |
| CLACKAMAS SERVICE CENTER | ||||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97203 | NO RELATIONSHIP | PC | EXEMPT PURPOSES | $1,000 | |
| FLINT INSTITUTE OF ARTS | ||||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | NO RELATIONSHIP | PC | EXEMPT | $1,000 | |
| WERS EMERSON COLLEGE | ||||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | NO RELATIONSHIP | PS | EXEMPT PURPOSE | $3,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NO RELATONSHIP | PC | EXEMPT PURPOSE | $5,000 | |
| TRINITY UNIVERSITY | ||||||||
| 1 TRINITY PL | SAN ANTONIO | TX | 78212 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,500 | |
| HUMANE SOCIETY OF GRANVILLE COUNTY | ||||||||
| PO BOX 385 | BUTNER | NC | 27509 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $2,000 | |
| WAVERLEY HISTORIC FOUNDATION | ||||||||
| 1100 SE WAVERLY DR | PORTLAND | OR | 97222 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 | |
| BETHLEHEM INN | ||||||||
| 20363 MERVIN SAMPELS | BED | OR | 97703 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 | |
| OREGON SYMPHONY | ||||||||
| 851 SW 6TH AVE | 385 | PORTLAND | OR | 97204 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,500 |
| USGA | ||||||||
| 77 LIBERTY CORNER RD | LIBERTY CORNER | NJ | 07938 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $56 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR | AUSTIN | TX | 78759 | NO RELATIONSHIP | PC | EXEMPT PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,056 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,619 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,601 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE M WELLS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 KRUSE WAY PLACE | AddressLine1Txt |
| Address Line2 | 502 | AddressLine2Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $95,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,006 | Amt |
| Net Investment Income | $2,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,006 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP STOCK INVESTMENT | StockNm |
| EOY Book Value | $109,185 | EOYBookValueAmt |
| EOYFMV | $109,185 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MEETING FEES | $5,683 | $5,683 | $5,683 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OR DEPARTMENT OF JUSTICE FEES | $50 | $50 | $50 |
| IRS TAXES | $46 | $46 | $46 |