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OREGON LAW FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OREGON LAW FOUNDATION (EIN 93-0817536)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-03
IRS object ID
201642169349300924
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)
Return2016-08-03T10:35:54-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930874157PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROVE MUELLER & SWANK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 COTTAGE STREET NE SUITE 200AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP97301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930817536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OREGON LAW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOREGBusinessNameControlTxt
Phone5036200222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH BAKERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5036200222PhoneNum
Signature2016-07-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEVAN W ESCH CPAPreparerPersonNm
PTINP00150623PTIN
Phone5035817788PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJUDITH BAKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,975,001GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OREGONLAWFOUNDATION.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionSUPPORTING ACCESS TO JUSTICE, DISTRIBUTING FUNDS FOR LEGAL SERVICES TO PERSONS OF LESSER MEANS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,272PYContributionsGrantsAmt
CY Contributions Grants$497,622CYContributionsGrantsAmt
PY Program Service Revenue$921,281PYProgramServiceRevenueAmt
CY Program Service Revenue$1,022,699CYProgramServiceRevenueAmt
PY Investment Income$92,269PYInvestmentIncomeAmt
CY Investment Income$95,455CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$32,572CYOtherRevenueAmt
PY Total Revenue$1,057,822PYTotalRevenueAmt
CY Total Revenue$1,648,348CYTotalRevenueAmt
PY Grants And Similar Paid$909,158PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,141,444CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$71,133PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$77,261CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$127,660PYOtherExpensesAmt
CY Other Expenses$131,273CYOtherExpensesAmt
PY Total Expenses$1,107,951PYTotalExpensesAmt
CY Total Expenses$1,349,978CYTotalExpensesAmt
PY Revenues Less Expenses-$50,129PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$298,370CYRevenuesLessExpensesAmt
Total Assets BOY$1,684,218TotalAssetsBOYAmt
Total Assets EOY$1,959,298TotalAssetsEOYAmt
Total Liabilities BOY$26,430TotalLiabilitiesBOYAmt
Total Liabilities EOY$111,016TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,657,788NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,848,282NetAssetsOrFundBalancesEOYAmt
Mission-TO SUPPORT ACCESS TO JUSTICE IN OREGON BY OBTAINING AND DISTRIBUTING FUNDS TO PROVIDE LEGAL SERVICES TO PERSONS OF LESSER MEANS-TO PROMOTE DIVERSITY IN THE LEGAL PROFESSION-TO EDUCATE THE PUBLIC ABOUT THE LAWMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,297,127ExpenseAmt
Grant$1,141,444GrantAmt
Revenue$1,022,699RevenueAmt
DescIN ADDITION TO FUNDING GRANTS OF OVER $1,100,000 TO PROVIDE LEGAL AID TO THE POOR, IMPROVE THE ADMINISTRATION OF JUSTICE, AND PROMOTE THE STUDY OF LAW, THE FOUNDATION CONTINUED TO EDUCATE BANKING OFFICIALS AND LAWYERS ABOUT THE IOLTA (INTEREST ON LAWYERS TRUST ACCOUNTS) PROGRAM.Desc
Total Program Service Expenses$1,297,127TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5036200222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231935AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972811935ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TRACI RAY
DIRECTOR1.00Yes (X)$0$0$0
KATHARINE WEST
DIRECTOR1.00Yes (X)$0$0$0
RANDY COMPTON
TREASURER1.00Yes (X)$0$0$0Yes (X)
CHARLES WILLIAMSON
SECRETARY1.00Yes (X)$0$0$0Yes (X)
TRUNG TU
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
HOWARD ARNETT
DIRECTOR1.00Yes (X)$0$0$0
KERRY TYMCHUK
ASSISTANT SECRETARY1.00Yes (X)$0$0$0Yes (X)
ELISE BOUNEFF
DIRECTOR1.00Yes (X)$0$0$0
CYNTHIA STARKE
PRESIDENT-ELECT1.00Yes (X)$0$0$0Yes (X)
BRENA MOYER LOPEZ
DIRECTOR1.00Yes (X)$0$0$0
HON DAVID SCHUMAN
DIRECTOR1.00Yes (X)$0$0$0
JUDITH BAKER
EXECUTIVE DIRECTOR24.00$54,608$0$18,329Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$54,608TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,329TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$497,622AllOtherContributionsAmt
Total Contributions$497,622TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescIOLTA RECEIPTSDesc
Business525920BusinessCd
Total Revenue Column$1,022,699TotalRevenueColumnAmt
Related Or Exempt Func Income$1,022,699RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,022,699TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,089TotalRevenueColumnAmt
Exclusion$75,089ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$347,019SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$326,653SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,366SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,366TotalRevenueColumnAmt
Exclusion$20,366ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENDesc
Business900099BusinessCd
Total Revenue Column$32,572TotalRevenueColumnAmt
Exclusion$32,572ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$32,572OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,648,348TotalRevenueColumnAmt
Related Or Exempt Func Income$1,022,699RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$128,027ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,141,444TotalAmt
Program Services$1,141,444ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$77,261TotalAmt
Program Services$77,261ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$30,264TotalAmt
Management And General$30,264ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,600TotalAmt
Management And General$7,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,800TotalAmt
Management And General$12,800ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$67,150TotalAmt
Program Services$67,150ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,494TotalAmt
Program Services$3,494ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Program Services$1,000ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,971TotalAmt
Program Services$1,971ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$2,187TotalAmt
Management And General$2,187ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescIOLTA FEESDesc
Total$4,807TotalAmt
Program Services$4,807ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,349,978TotalAmt
Program Services$1,297,127ProgramServicesAmt
Management And General$52,851ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$113,646BOYAmt
EOY$435,828EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,464,358BOYAmt
EOY$1,410,088EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$106,214BOYAmt
EOY$113,382EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,684,218BOYAmt
EOY$1,959,298EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,911BOYAmt
EOY$69,810EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,519BOYAmt
EOY$41,206EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,430BOYAmt
EOY$111,016EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,086,277BOYAmt
EOY$953,762EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$323,009EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$571,511BOYAmt
EOY$571,511EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,657,788BOYAmt
EOY$1,848,282EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,684,218BOYAmt
EOY$1,959,298EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$298,370ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$107,876NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,454CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,272CurrentTaxYearMinus1YearAmt
Current Tax Year$497,622CurrentTaxYearAmt
Total$671,289TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$911,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,184,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,024,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$921,281CurrentTaxYearMinus1YearAmt
Current Tax Year$1,022,699CurrentTaxYearAmt
Total$5,063,802TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$923,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,253,660CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,072,413CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$965,553CurrentTaxYearMinus1YearAmt
Current Tax Year$1,520,321CurrentTaxYearAmt
Total$5,735,091TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,735,091PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,485CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,970CurrentTaxYearMinus1YearAmt
Current Tax Year$75,089CurrentTaxYearAmt
Total$291,864TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,485CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,970CurrentTaxYearMinus1YearAmt
Current Tax Year$75,089CurrentTaxYearAmt
Total$291,864TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$9,453CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32CurrentTaxYearMinus2YearsAmt
Current Tax Year$32,572CurrentTaxYearAmt
Total$42,057TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$967,638CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,303,598CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,120,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,049,523CurrentTaxYearMinus1YearAmt
Current Tax Year$1,627,982CurrentTaxYearAmt
Total$6,069,012TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94500PublicSupportCY509Pct
Public Support PY5090.94980PublicSupportPY509Pct
Investment Income CY0.04810InvestmentIncomeCYPct
Investment Income PY0.04850InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$53,005DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$49,785DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,220DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses-$8,416InvestmentEarningsOrLossesAmt
Other Expenditures$8,416OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$48,005InvestmentEarningsOrLossesAmt
Other Expenditures$48,005OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$124,838InvestmentEarningsOrLossesAmt
Other Expenditures$124,838OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,511BeginningYearBalanceAmt
Investment Earnings Or Losses$75,530InvestmentEarningsOrLossesAmt
Other Expenditures$75,530OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$602,371BeginningYearBalanceAmt
Contributions$350ContributionsAmt
Other Expenditures$31,210OtherExpendituresAmt
End Year Balance$571,511EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ACCRUED INTEREST RECEIVABLE$93,382
DONATED ART$20,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$113,382TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OREGON STATE BARDesc
Amt$41,206Amt
FieldValueIRS element (for citing)
Total Liability$41,206TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,535,665TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$107,876NetUnrealizedGainsInvstAmt
Revenue Not Reported-$107,876RevenueNotReportedAmt
Revenue Subtotal$1,643,541RevenueSubtotalAmt
Other Revenues Not Included$4,807OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$4,807RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,648,348TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,345,171TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,345,171ExpensesSubtotalAmt
Other Expenses Not Included$4,807OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,807ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,349,978TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EARNINGS FROM THE ENDOWMENT WILL BE TRANSFERRED TO THE GENERAL FUND AND BE AVAILABLE FOR DISTRIBUTION TO GRANTEES.
PART X, LINE 2:THE FOUNDATION FOLLOWS THE PROVISIONS ACCOUNTING STANDARDS CODIFICATION (ASC) ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 740. ASC 740 PRESCRIBES A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED, WHICH IS A HIGHER THRESHOLD THAN THE ONE IMPOSED FOR CLAIMING DEDUCTIONS ON INCOME TAX RETURNS. ASC 740 DOES NOT HAVE ANY SIGNIFICANT IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL AND STATE INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. THE FOUNDATION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION.
PART XI, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 4,807.
PART XII, LINE 4B - OTHER ADJUSTMENTS:IOLTA SERVICE CHARGES 4,807.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CATHOLIC CHARITIES
901 SE OAK STREET SUITE 105PORTLANDOR97214930386801501(C)(3)$17,000FUNDING TO ADD ATTORNEY FOR ASYLUM SEEKERS AND OFFICE SPACE
CENTER FOR NON PROFIT LEGAL SERVICES
PO BOX 1586MEDFORDOR97501237227761501(C)(3)$29,458FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
HOOD RIVER VALLEY LEGALIZATION PROJECT
PO BOX 830HOOD RIVEROR97031931105692501(C)(3)$9,000FUNDING TO PROVIDE CONSULTATION ON IMMIGRATION AND NATURALIZATION MATTERS
IMMIGRATION COUNSELING SERVICE
PO BOX 40248PORTLANDOR97240930696480501(C)(3)$38,000FUNDING TO PROVIDE IMMIGRANT LEGAL SERVICES TO LOW INCOME FAMILIES
LANE COUNTY LAW AND ADVOCACY CENTER
376 E 11TH AVENUEEUGENEOR97401931189114501(C)(3)$73,645FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
LEGAL AID SERVICES OF OREGON
921 SW WASHINGTON SUITE 570PORTLANDOR97205930635480501(C)(3)$278,980FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
NORTHWEST EMPLOYMENT EDUCATION AND DEFENSE FUND
917 SW OAK SUITE 412PORTLANDOR97205061669649501(C)(3)$18,000FUNDING TO PROVICE EDUCATION AND LEGAL REPRESENTATION TO IMMIGRANT WORKERS
OREGON LAW CENTER
921 SW WASHINGTON SUITE 516PORTLANDOR97205931194564501(C)(3)$452,166FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
ST ANDREW LEGAL CLINIC
807 NE ALBERTA STREETPORTLANDOR97211930739368501(C)(3)$105,000FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME RESIDENTS OF METROPOLITAN PORTLAND
LAWYERS' CAMPAIGN FOR EQUAL JUSTICE
921 SW WASHINGTONPORTLANDOR97205931193792501(C)(3)$22,500FUNDING TO PROVIDE LEGAL SERVICES TO LOW INCOME OREGONIANS
MULTNOMAH VOLUNTEER LAWYERS PROJECT
921 SW WASHINGTON SUITE 570PORTLANDOR97205930635480501(C)(3)$10,000GENERAL PROGRAM SUPPORT
DISABILITY RIGHTS OREGON
610 SW BROADWAY STE 200PORTLANDOR97205930686170501(C)(3)$33,500FUNDING TO PROVIDE SERVICES TO OREGONIANS WITH DISABILITIES.
OREGON STATE BAR OLIO PROGRAM
16037 SW UPPER BOONES FERRY RDTIGARDOR97224930601174$50,695FUNDING FOR RECRUITING AND RETAINING PROGRAMS TO INCREASE RACIAL AND ETHNIC MINORITY DIVERSITY OF THE OREGON STATE BOARD OPPORTUNITIES FOR LAW IN OREGON.
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS A CONDITION FOR ACCEPTING A GRANT, EACH GRANTEE, AT THE END OF THE GRANT PERIOD, IS REQUIRED TO PROVIDE THE FOUNDATION WITH AN AUDIT REPORT THAT COVERS THE GRANT PERIOD, PREPARED BY A CPA. THE AUDIT IS TO BE COMPLETED WITHIN SIX MONTHS FOLLOWING THE END OF THE GRANT PERIOD, UNLESS A WRITTEN REQUEST FOR AN EXTENSION IS APPROVED BY THE FOUNDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE FOUNDATION IS MANAGED WITHIN THE GUIDELINES OF A CONTRACTUAL AGREEMENT WITH THE OREGON STATE BAR, WHO PROVIDES FACILITIES, EQUIPMENT, ADMINISTRATIVE ASSISTANCE AND MANAGEMENT SERVICES.
FORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION IS NO LONGER A MEMBER TYPE ORGANIZATION, AND THEY MADE CHANGES TO THE MAXIMUM NUMBER OF BOARD MEMBERS AND TERM LIMITS
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND SIGN OFF THAT THEY HAVE READ IT, UNDERSTAND IT, AND WILL DISCLOSE ANY KNOWN CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.