STRATEGY STUDIO / PUBLIC DATA EXPLORER

STEVEN MCGEADY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STEVEN MCGEADY FOUNDATION (EIN 91-1803102)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-27
IRS object ID
201631799349100303
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-27T10:12:00-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931042710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEFFEN MESHER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 SW FIFTH AVE SUITE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911803102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN MCGEADY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone5035351606PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 NE THOMPSON STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLEN MCGEADYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5035351606PhoneNum
Signature2016-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG LOVETTPreparerPersonNm
PTINP00099840PTIN
Phone5032210141PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,006,081FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,730DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,730DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,870NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$295,505GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,870CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,600TotalRevAndExpnssAmt
Total Net Invst Incm$65,600TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,410OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,410OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,876TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$216TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,236TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,576TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$119,784ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$119,784ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,360TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,420ExcessRevenueOverExpensesAmt
Net Investment Income$65,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$124,220SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$114,224SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$114,224SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$1,352OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,352OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,352OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$1,040,000OtherInvestmentsBOYAmt
Other Investments EOY$974,050OtherInvestmentsEOYAmt
Other Investments EOYFMV$890,505OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,164,220TotalAssetsBOYAmt
Total Assets EOY$1,089,626TotalAssetsEOYAmt
Total Assets EOYFMV$1,006,081TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,164,220UnrestrictedBOYAmt
Unrestricted EOY$1,089,626UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,164,220TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,089,626TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,164,220TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,089,626TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,164,220TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,420ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,089,800SubtotalAmt
Other Decreases$174OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,089,626TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN RESEARCH MARKET NEUTRALP2014-06-172015-06-10$39,185$40,000-$815-$815
ARTISAN VALUE FUNDP2014-06-172015-08-06$96,127$110,000-$13,873-$13,873
WHITEBOX TACTICAL OPPS INSTLP2014-06-172015-08-06$39,199$50,000-$10,801-$10,801
ASTON/RIVER ROADP2014-06-172015-10-29$14,990$15,145-$155-$155
WESTWOOD INCOME OPPORTUNITY INSTP2014-06-172015-10-30$24,990$25,490-$500-$500
ORIGIN INC DBA SHIFTWISEP2012-12-312015-12-01$53,267$53,267$53,267
CAPITAL GAINS DIVIDENDSP$27,747$27,747$27,747
FieldValueIRS element (for citing)
Capital Gain Net Income$54,870CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,320TotalPaymentsAndCreditsAmt
Overpayment$6,008OverpaymentAmt
Applied To ES Tax$1,320AppliedToESTaxAmt
Refund$4,688RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone5035351606PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12229 NE THOMPSON STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLEN MCGEADY
C/O 2229 NE THOMPSON STREETPORTLANDOR97212DIRECTOR0.00$0$0$0
LINDA P TAYLOR
2229 NE THOMPSON STREETPORTLANDOR97212DIRECTOR0.00$0$0$0
STEPHEN LEASIA
1339 SW RADCLIFFEPORTLANDOR97219DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,000,040AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,986AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,352FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,072,378TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,072,378AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,086CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,056,292NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,815MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,815MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,312TaxBasedOnInvestmentIncomeAmt
Total Tax$1,312TotalTaxAmt
Distributable Before Adj$51,503DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,503DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,503DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,360ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,360QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$125,360AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,503DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,191ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$109,532ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$121,370ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,979ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$74,919ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$469,991TotalExcessDistributionCyovAmt
Qualifying Distributions$125,360QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,857RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$543,848TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$90,191ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$453,657ExcessDistriCyovToNextYrAmt
Excess From Year4$109,532ExcessFromYear4Amt
Excess From Year3$121,370ExcessFromYear3Amt
Excess From Year2$73,979ExcessFromYear2Amt
Excess From Year1$74,919ExcessFromYear1Amt
Excess From Current Year$73,857ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBIA RIVERKEEPER
1125 SE MADISON SUITE 103APORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$250
I HAVE A DREAM FOUNDATION
330 SEVENTH AVE 20TH FLOORNEW YORKNY10001NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$12,500
NETWORK FOR REPRODUCTIVE OPTIONS
PO BOX 10894EUGENEOR97440NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$3,000
OREGON CHILDREN'S THEATRE
1939 NE SANDY BLVDPORTLANDOR97232NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$250
PACIFIC NW COLLEGE OF ART
511 NW BROADWAYPORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$25,000
PORTLAND ART MUSEUM
1219 SW PARK AVEPORTLANDOR97205NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$22,164
PSU FOUNDATION
1600 SW FOURTH AVE SUITE 730PORTLANDOR97201NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$5,000
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVE SUITE 101PORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$7,900
SPOON FOUNDATION
135 SE MAIN ST SUITE 201PORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$500
THE INTERNATIONAL SCHOOL
025 SW SHERMAN STPORTLANDOR97201NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$20,000
FORWARD TOGETHER
1440 BROADWAY STE 301OAKLANDCA94612NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$2,500
THE CIRCUS PROJECT
1420 NW 17TH AVE SUITE 388PORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$7,100
NATIVE AMERICAN YOUTH ASSOCIATION
5135 NE COLUMBIA BLVDPORTLANDOR97218NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$2,300
VELOCITY DANCE CENTER
1621 12TH AVE SUITE 100SEATTLEWA98122NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
FRIENDS OF OUTDOOR SCHOOL
PO BOX 82684PORTLANDOR97282NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$2,500
NORTHWEST CHILDREN'S THEATER
1819 NW EVERETT STREETPORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$350
WILLAMETTE WEST HABITAT FOR HUMANITY
5293 NE ELAM YOUNG PARKWAY 140HILLSBOROOR97124NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$250
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVEPORTLANDOR97219NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$120
PLANNED PARENTHOOD
3727 NE MARTIN LUTHER KING JR BLVDPORTLANDOR97212NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
OREGON MUSEUM OF SCIENCE AND INDUSTRY
1945 SE WATER AVEPORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$6,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$119,784TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,730ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,870ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,600ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,600TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,950DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$974,050BookValueAmt
EOYFMV$890,505EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$174Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$1,410Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,410DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSTEVEN MCGEADYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12229 NE THOMPSON STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97212ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$7,340$0$0
OREGON DEPARTMENT OF JUSTICE$216$0$216
US TREASURY-ESTIMATED TAXES$7,320$0$0