STRATEGY STUDIO / PUBLIC DATA EXPLORER

STEVEN MCGEADY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STEVEN MCGEADY FOUNDATION (EIN 91-1803102)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201501359349101520
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T16:12:06-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG LOVETTPreparerPersonNm
PTINP00099840PTIN
Phone5032210141PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,127,051FMVAssetsEOYAmt
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$24,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$340,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$563,420GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$340,771CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$365,202TotalRevAndExpnssAmt
Total Net Invst Incm$365,202TotalNetInvstIncmAmt
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$4,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,855AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,378TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$228TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,083TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,013TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$123,863TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$230,189ExcessRevenueOverExpensesAmt
Net Investment Income$365,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$814,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$124,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$124,220SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$97,572CorporateStockBOYAmt
Other Investments BOY$16,782OtherInvestmentsBOYAmt
Other Investments EOY$1,040,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,002,831OtherInvestmentsEOYFMVAmt
Total Assets BOY$928,354TotalAssetsBOYAmt
Total Assets EOY$1,164,220TotalAssetsEOYAmt
Total Assets EOYFMV$1,127,051TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$928,354UnrestrictedBOYAmt
Unrestricted EOY$1,164,220UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$928,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,164,220TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$928,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,164,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$928,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$230,189ExcessRevenueOverExpensesAmt
Other Increases$5,685OtherIncreasesAmt
Subtotal$1,164,228SubtotalAmt
Other Decreases$8OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,164,220TotNetAstOrFundBalancesEOYAmt

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
BLKROCK CP HIGH YIELD VIP2009-10-212014-06-16$109,136$97,572$11,564$11,564
LEGG MASON BW ABSOLUTE RETURN OPP IP2014-06-162014-06-19$34,898$35,000-$102-$102
METROPOLITAN WEST LOW DURATION BOND FUND IP2014-06-162014-06-19$24,980$25,000-$20-$20
SCOUT UNCONSTRAINED BOND FUND IP1917-06-162014-06-19$50,108$50,000$108$108
DCP MIDSTREAM PARTNERS LPP2006-05-162014-06-16$283,775$15,077$268,698$268,698
ORIGIN INC DBA SHIFTWISEP2012-12-312014-11-26$40,798$40,798$40,798
CAPITAL GAINS DIVIDENDSP$19,725$19,725$19,725
FieldValueIRS element (for citing)
Capital Gain Net Income$340,771CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,304InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,304SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,304TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$165EsPenaltyAmt
Tax Due$7,469TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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$612,967AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$406,622AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$122,511FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,142,100TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,142,100AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,124,968NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,248MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,248MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,304TaxBasedOnInvestmentIncomeAmt
Total Tax$7,304TotalTaxAmt
Distributable Before Adj$48,944DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,944DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,944DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$123,863ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$123,863QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$123,863AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,944DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,466ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,191ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109,532ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$121,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$73,979ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$405,538TotalExcessDistributionCyovAmt
Qualifying Distributions$123,863QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,944AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,919RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$480,457TotalCorpusAmt
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$10,466ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$469,991ExcessDistriCyovToNextYrAmt
Excess From Year4$90,191ExcessFromYear4Amt
Excess From Year3$109,532ExcessFromYear3Amt
Excess From Year2$121,370ExcessFromYear2Amt
Excess From Year1$73,979ExcessFromYear1Amt
Excess From Current Year$74,919ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRENCH-AMERICAN INTERNATIONAL SCHOOL
8500 NW JOHNSON STPORTLANDOR97229NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
COLUMBIA RIVERKEEPER
1125 SE MADISON SUITE 103APORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$120
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVE SUITE 101PORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$5,000
COLUMBIA LAND TRUST
1351 OFFICERS ROWVANCOUVERWA98661NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
PSU FOUNDATION
1600 SW FOURTH AVE SUITE 730PORTLANDOR97201NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$5,000
I HAVE A DREAM FOUNDATION
330 SEVENTH AVE 20TH FLOORNEW YORKNY10001NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$10,410
LEGACY EMANUEL RANDALL CHILDREN'S HOSPITAL FOUNDATION
PO BOX 4484PORTLANDOR97208NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$20,000
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
OREGON LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
133 SW 2ND AVE SUITE 200PORTLANDOR97204NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
PACIFIC NW COLLEGE OF ART
1241 NW JOHNSON STPORTLANDOR97209NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$25,000
POLITICORPS (THE BUS PROJECT) EDUCATION FUND
333 SE 2ND AVEPORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$5,000
PORTLAND ART MUSEUM
1219 SW PARK AVEPORTLANDOR97205NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$25,000
SPOON FOUNDATION
135 SE MAIN ST SUITE 201PORTLANDOR97214NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
THE INTERNATIONAL SCHOOL
025 SW SHERMAN STPORTLANDOR97201NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$15,000
THE LIBRARY FOUNDATION
620 SW FIFTH AVE SUITE 1025PORTLANDOR97204NONE501(C)(3)TO PROVIDE FUNDS TO ACCOMPLISH ITS FUNCTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,780TotalGrantOrContriPdDurYrAmt
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$24,431ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$340,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$365,202ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$365,202TotalIncomeProducingActyAmt

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$4,855Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,855DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,040,000BookValueAmt
EOYFMV$1,002,831EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$8Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDCP MIDSTREAM PARTNERS LP PTP INCOME REPORTED ON 990-TDesc
Amt$5,685Amt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$11,150$0$0
OREGON DEPARTMENT OF JUSTICE$228$0$228