DONALD N MCGREGOR FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DONALD N MCGREGOR FOUNDATION (EIN 20-3159482)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101949
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:20:35-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930954337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALBOT KORVOLA & WARWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 MEADOWS RD STE 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970354293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203159482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD N MCGREGOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 5037960909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE NO 1900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HOWARD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5037960909 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON R ORME | PreparerPersonNm |
| PTIN | P00295966 | PTIN |
| Phone | 5032742849 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $335,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,237 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,319 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,319 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,052 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $311,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $286,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $321,640 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $326,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $335,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $326,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $300,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $326,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $300,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $300,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $326,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,960 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $300,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $300,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GROWTH FUND OF AMERICA | 2010-03-09 | 2014-04-17 | $10,000 | $6,509 | $3,491 | $3,491 | |
| DELAWARE LTD. TERM DIVERS | 2011-04-26 | 2014-01-21 | $22,990 | $23,914 | -$924 | -$924 | |
| DELAWARE LTD. TERM DIVERS | 2011-04-26 | 2014-03-17 | $490 | $519 | -$29 | -$29 | |
| DODGE AND COX INTL STOCK | 2007-04-25 | 2014-01-21 | $14,990 | $16,612 | -$1,622 | -$1,622 | |
| DODGE AND COX INTL STOCK | 2007-04-25 | 2014-04-24 | $4,990 | $5,360 | -$370 | -$370 | |
| DODGE AND COX INTL STOCK | 2007-04-25 | 2014-04-28 | $7,990 | $8,626 | -$636 | -$636 | |
| JP MORGAN RESEARCH MARKET | 2001-04-26 | 2014-01-21 | $9,990 | $9,864 | $126 | $126 | |
| LEGG MASON BW ABSOLUTE | 2013-05-08 | 2014-01-21 | $9,990 | $10,670 | -$680 | -$680 | |
| LEGG MASON BW ABSOLUTE | 2013-05-08 | 2014-04-28 | $7,990 | $8,495 | -$505 | -$505 | |
| METROPOLITAN WEST | 2007-04-25 | 2014-01-21 | $6,990 | $9,398 | -$2,408 | -$2,408 | |
| MUNDER MID CAP CORE | 2007-03-01 | 2014-03-11 | $500 | $281 | $219 | $219 | |
| MUNDER MID CAP CORE | 2007-03-01 | 2014-03-31 | $2,000 | $1,127 | $873 | $873 | |
| PIMCO ALL ASSET INSTL CL | 2007-03-01 | 2014-01-21 | $14,990 | $16,824 | -$1,834 | -$1,834 | |
| PIMCO ALL ASSET INSTL CL | 2007-03-01 | 2014-04-17 | $4,990 | $5,472 | -$482 | -$482 | |
| SCOUT UNCONSTRAINED BOND | 2013-10-21 | 2014-10-14 | $14,472 | $14,990 | -$518 | -$518 | |
| SCOUT UNCONSTRAINED BOND | 2014-01-21 | 2014-10-14 | $3,518 | $3,644 | -$126 | -$126 | |
| WESTWOOD INCOME OPPTY FD | 2011-04-26 | 2014-01-21 | $9,990 | $8,362 | $1,628 | $1,628 | |
| WILLIAM BLAIR INT GROWTH | 2007-04-26 | 2014-04-01 | $26,328 | $30,255 | -$3,927 | -$3,927 | |
| WILLIAM BLAIR INT SMALL | 2009-09-28 | 2014-07-16 | $21,659 | $13,214 | $8,445 | $8,445 | |
| CAPITAL GAINS DIVIDENDS | $6,039 | $6,039 | $6,039 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,760 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $366,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171453 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,471 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $378,194 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,266 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $422,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,236 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $416,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,087 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050427 | DistributionYr5Rt |
| Total Distribution | 0.489945 | TotalDistributionRt |
| Average Distribution | 0.097989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $343,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,716 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,319 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $125 | AppliedToEsTaxAmt |
| Total Payments And Credits | $285 | TotalPaymentsAndCreditsAmt |
| Overpayment | $158 | OverpaymentAmt |
| Applied To ES Tax | $158 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT HOWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037960909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE SUITE 1900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT HOWARD | ||||||||
| 111 SW FIFTH AVENUE SUITE 1900 | PORTLAND | OR | 97204 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LUCY KIVEL | ||||||||
| 111 SW FIFTH AVENUE SUITE 1900 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW HOWARD | ||||||||
| 111 SW FIFTH AVENUE SUITE 1900 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH HOWARD | ||||||||
| 111 SW FIFTH AVENUE SUITE 1900 | PORTLAND | OR | 97204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $340,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $348,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $348,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $343,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127 | TotalTaxAmt |
| Distributable Before Adj | $17,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,044 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,476 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,797 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $228 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,476 | ExcessFromYear4Amt |
| Excess From Year3 | $20,354 | ExcessFromYear3Amt |
| Excess From Year2 | $13,715 | ExcessFromYear2Amt |
| Excess From Year1 | $44,749 | ExcessFromYear1Amt |
| Excess From Current Year | $15,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT HOWARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SW FIFTH AVENUE SUITE 1900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5037960909 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN AND DESCRIBE THE PROPOSED RESPONSIBILITIES OF THE FOUNDATION AND APPLICANT INCLUDING THE OBLIGATION TO USE SUCH FUNDS ONLY FOR THE PURPOSE THAT THE GRANT WAS MADE, TO PROVIDE ACCOUNTING AND REPORTING DOCUMENTATION TO ENSURE THE FUND USE, AND ACKNOWLEDGING THE FOUNDATION'S AUTHORITY TO WITHHOLD OR RECOVER GRANT FUNDS IN THE EVENT SUCH FUNDS WERE USED FOR PURPOSES BEYOND THE SCOPE OF THE FOUNDATION OR WERE OTHERWISE MISUSED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM RESEARCH AND RESOURCES OF OREGON | |||||||
| 4715 NE 13TH | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | RESEARCH & ACADEMIC | $500 |
| CONCORDIA UNIVERSITY FOUNDATION | |||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | ACADEMIC PROGRAMS | $1,100 |
| I HAVE A DREAM FOUNDATION | |||||||
| 2916 NE ALBERTA ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | SOCIAL WELFARE | $1,500 |
| OPEN ARMS INTERNATIONAL | |||||||
| 5765 SW HEWETT BLVD | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVENUE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| OUR HOUSE OF PORTLAND INC | |||||||
| 2727 SE ALDER | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $15,100 |
| PORTLAND GOOD FRIDAY BREAKFAST | |||||||
| PO BOX 343 | PORTLAND | OR | 97207 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $764 |
| REED COLLEGE | |||||||
| 3203 SE WOODSTOCK BLVD | PORTLAND | OR | 972028199 | PUBLIC CHARITY | ACADEMIC SERVICES | $1,755 | |
| ARCHIE BRAY FOUNDATION FOR THE CERAMIC ARTS | |||||||
| 2915 COUNTRY CLUB AVENUE | HELENA | MT | 59602 | N/A | PUBLIC CHARITY | ARTS | $1,000 |
| THE DOUGY CENTER | |||||||
| PO BOX 86852 | PORTLAND | OR | 97286 | N/A | PUBLIC CHARITY | WELFARE | $1,000 |
| LITERARY ARTS | |||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTS | $500 |
| ETHOS MUSIC CENTER | |||||||
| 2 N KILLINGSWORTH STREET | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | ARTS | $1,600 |
| CASA OF OREGON | |||||||
| 20508 SW ROY ROGERS ROAD | SHERWOOD | OR | 97140 | N/A | PUBLIC CHARITY | CHILDRENS WELFARE | $1,000 |
| OREGON STATE UNIVERSITY | |||||||
| 121 THE VALLEY LIBRARY | CORVALLIS | OR | 973314501 | N/A | PUBLIC CHARITY | EDUCATION | $1,750 |
| SUNSET PRESBYTERIAN CHURCH | |||||||
| 14986 NW CORNELL ROAD | PORTLAND | OR | 97229 | N/A | PUBLIC CHARITY | RELIGIOUS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,319 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,237 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $286,916 | EOYBookValueAmt |
| EOYFMV | $321,640 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,950 | LegalFeesAmt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,659 | Amt |
| Net Investment Income | $2,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAXES | $43 | $43 | $0 | $0 |
| FOREIGN TAXES | $82 | $82 | $0 | $0 |
| FEDERAL TAX | $219 | $219 | $0 | $0 |