MAYBELLE CLARK MACDONALD FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MAYBELLE CLARK MACDONALD FUND (EIN 23-7108002)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201413169349100831
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T11:52:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 SW THIRD AVENUE SUITE 700 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237108002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYBELLE CLARK MACDONALD FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYB | BusinessNameControlTxt |
| Phone | 5417280848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1496 | AddressLine1 |
| City | BEND | City |
| State | OR | State |
| ZIP Code | 97709 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONIQUE MCCLEARY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5417280848 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEE LEE MCGEE | PreparerPersonNm |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,677,789 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,616,459 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $232 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $232 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,051,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,051,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,648,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,608,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,648,293 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,318,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,700,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,402 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,201 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,201 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,114 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,557 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,557 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,287 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $55,643 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,644 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,646 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,646 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,615 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $681,122 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $679,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,486 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,571 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,575 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,788 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,013 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,006 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,007 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,964 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,982 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,982 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,462 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $731 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $731 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,719 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,264,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $894,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,227,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,227,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,492,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $894,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,449,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,825,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,806,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $368,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,965,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,965,460 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,261,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,437,801 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,420,934 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,786,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,688,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $116,510,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,151,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,232,967 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,894,986 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,165,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,247,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,617,275 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $346,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,590 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $281,830 | LandBOYAmt |
| Land EOY | $268,460 | LandEOYAmt |
| Land EOYFMV | $268,460 | LandEOYFMVAmt |
| Total Assets BOY | $107,015,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,841,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,677,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $107,015,493 | UnrestrictedBOYAmt |
| Unrestricted EOY | $121,841,118 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,015,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,841,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,015,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,841,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,015,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,825,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $121,841,118 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,841,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED INVESTMENTS | $86,508,097 | $76,681,478 | $9,826,619 | $9,826,619 | |
| MORGAN CREEK ABSOLUTE RETURN FUND LTD | $100,317 | $278,643 | -$178,326 | -$178,326 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,648,293 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,645,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,835,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,257,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,852,913 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045780 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,903,553 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,514,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,675,881 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,870,833 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,275,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $107,065,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067956 | DistributionYr5Rt |
| Total Distribution | 0.254043 | TotalDistributionRt |
| Average Distribution | 0.050809 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,024,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,860,471 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $118,062 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,978,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,449,886 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $236,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $236,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $236,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,452 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $99,452 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $136,678 | TaxDueAmt |
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 | WWW.MCMFUNDGIVING.ORG | WebsiteAddressTxt |
| Individual With Books | MONIQUE MCCLEARY | IndividualWithBooksNm |
| Phone | 5417280848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1496 | AddressLine1 |
| City | BEND | City |
| State | OR | State |
| ZIP Code | 97709 | ZIPCode |
| 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 | Yes (1) | 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLARK C MUNRO | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | CHAIRMAN | 20.00 | $56,472 | $21,197 | $0 |
| MONIQUE M MCCLEARY | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | PRESIDENT | 30.00 | $140,430 | $43,195 | $0 |
| MAURIE M MUNRO | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | SECRETARY | 4.00 | $3,000 | $0 | $0 |
| CLARK C MUNRO JR | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| WARNER R MUNRO | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| GENE D'AUTREMONT | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| CHRISTOPHER R MUNRO | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| GARY BRANDEN | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JANEEN MCANINCH | ||||||||
| PO BOX 1496 | BEND | OR | 97709 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1001 SW FIFTH AVENUE | PORTLAND | OR | 97204 | INVESTMENT ADVISORY | $222,312 |
| UNION BANK | |||||
| 407 SW BROADWAY | PORTLAND | OR | 97205 | INVESTMENT ADVISORY | $179,842 |
| BECKER CAPITAL MANAGEMENT | |||||
| 1211 SW FIFTH AVENUE | PORTLAND | OR | 97204 | INVESTMENT ADVISORY | $126,204 |
| RVK | |||||
| 1211 SW FIFTH AVENUE SUITE 900 | PORTLAND | OR | 97204 | INVESTMENT ADVISORY | $70,000 |
| WELLS FARGO | |||||
| 1300 SW FIFTH AVENUE | PORTLAND | OR | 97201 | INVESTMENT ADVISORY | $68,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $135,653,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,292,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $134,230 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,080,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,080,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,056,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,024,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,751,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,751,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $236,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $236,124 | TotalTaxAmt |
| Distributable Before Adj | $6,515,112 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,515,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,515,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,449,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,449,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,449,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,515,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,912,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,495 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,237,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,449,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,449,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,065,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,065,226 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,171,906 | 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 | $847,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $324,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,242 | ExcessFromYear4Amt |
| Excess From Year3 | $148,495 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (158 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ABBEY FOUNDATION | |||||||
| 1 ABBEY DRIVE | ST BENEDICT | OR | 97373 | PC | PASTORAL FORMATION PROGRAM | $25,000 | |
| ALBERTINA KERR CENTERS FOUNDATION | |||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | SO 1 | EXPANSION OF CHILDREN'S CRISIS PSYCHIATRIC CARE | $50,000 | |
| AMERICAN RED CROSS | |||||||
| 3131 N VANCOUVER AVENUE | PORTLAND | OR | 97227 | PC | $47,500 SPECIAL EVENT SPONSORSHIP, $5,000 TYPHOON AID | $52,500 | |
| AMERICAN RIVERS | |||||||
| 317 SW ALDER STREET SUITE 900 | PORTLAND | OR | 97204 | PC | OREGON SOURCEWATERS PROJECT | $25,000 | |
| ARCHDIOCESE OF PORTLAND IN OREGON | |||||||
| 2838 E BURNSIDE STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $50,780 | |
| ARTISTS REPERTORY THEATRE | |||||||
| 1515 SW MORRISON STREET | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ASSISTANCE LEAGUE OF BEND | |||||||
| PO BOX 115 | BEND | OR | 97709 | PC | PROGRAM SUPPORT | $15,400 | |
| BEACH SCHOOL PTA | |||||||
| 1710 N HUMBOLDT STREET | PORTLAND | OR | 97217 | PC | AFTER SCHOOL ENRICHMENT | $10,000 | |
| BEND HIGH SCHOOL | |||||||
| 230 NE 6TH STREET | BEND | OR | 97701 | PC | GIRLS VOLLEYBALL | $1,000 | |
| BEND SCIENCE STATION | |||||||
| 1027 NW TRENTON AVENUE | BEND | OR | 97701 | PC | SPARK PROGRAM AT PONDEROSA ELEMENTARY SCHOOL | $10,000 | |
| BETA THETA PI FOUNDATION | |||||||
| 1699 OAK STREET | EUGENE | OR | 97401 | PC | CAPITAL PROJECT | $2,000 | |
| BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST | |||||||
| 1827 NE 44TH AVENUE | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BODYVOX | |||||||
| 1701 NW 17TH AVENUE | PORTLAND | OR | 97209 | PC | CAROL HAMPTON CREATIVE FUND (ENDOWMENT) | $10,000 | |
| BLACK PARENT INITIATIVE | |||||||
| 2811 NE HOLMAN STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BLANCHET HOUSE OF HOSPITALITY | |||||||
| 1500 NE IRVING STREET SUITE 440 | PORTLAND | OR | 97232 | PC | CAPITAL CAMPAIGN SUPPORT | $50,000 | |
| BOYS & GIRLS AID SOCIETY OF OREGON | |||||||
| 018 SW BOUNDARY CT | PORTLAND | OR | 97239 | PC | ENDOWMENT SUPPORT | $50,000 | |
| BOYS & GIRLS CLUBS OF PORTLAND | |||||||
| PO BOX 820127 | PORTLAND | OR | 97282 | PC | SCHOLARSHIPS | $3,000 | |
| BRIDGE MEADOWS | |||||||
| PO BOX 4582 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CALVARY CHAPEL | |||||||
| 9100 SW WILSHIRE STREET | PORTLAND | OR | 97225 | PC | REACH 2:47 | $50,000 | |
| CAPPELLA ROMANA | |||||||
| 1017 SW MORRISON STREET SUITE 315 | PORTLAND | OR | 97205 | PC | PROGRAM EXPANSION | $5,000 | |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CATHOLIC CHARITIES | |||||||
| 2740 SE POWELL BLVD | PORTLAND | OR | 97202 | PC | CAPITAL CAMPAIGN | $250,000 | |
| CENTRAL OREGON JUNIOR GOLF ASSOCIATION | |||||||
| PO BOX 6975 | BEND | OR | 97708 | PC | SPECIAL EVENT SPONSORSHIP | $11,000 | |
| CHESS FOR SUCCESS | |||||||
| 2701 NW VAUGHN STREET | PORTLAND | OR | 97210 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| CHILDREN'S CANCER ASSOCIATION | |||||||
| 433 NW 4TH AVENUE SUITE 100 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHILDREN'S CENTER | |||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | PC | CAPACITY EXPANSION | $15,000 | |
| CHILDREN'S HEALING ART PROJECT INC | |||||||
| 25 NW 23RD PLACE BOX 155 | PORTLAND | OR | 97210 | PC | SPECIAL EVENT SPONSORSHIP | $25,000 | |
| CHRIST THE KING CATHOLIC SCHOOL | |||||||
| 7414 SE MICHAEL DRIVE | MILWAUKIE | OR | 97222 | PC | FINANCIAL AID | $10,000 | |
| CLASSIC WINES AUCTION | |||||||
| 1001 SE SANDY BLVD | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CLAY STREET TABLE | |||||||
| 1432 SW 13TH AVENUE | PORTLAND | OR | 97201 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COLOMBIA GRACE FOUNDATION | |||||||
| PO BOX 114 | LA PINE | OR | 97739 | PC | CAPITAL PROJECT, MULTI-PURPOSE BUILDING | $76,600 | |
| COLUMBIA MEMORIAL HOSPITAL FOUNDATION | |||||||
| 2111 EXCHANGE STREET | ASTORIA | OR | 97103 | SO 1 | GENERAL OPERATING SUPPORT | $5,000 | |
| CONCORDIA UNIVERSITY | |||||||
| 2811 NE HOLMAN STREET | PORTLAND | OR | 97211 | PC | $100,000 COMMUNITY AND ATHLETIC COMPLEX, $2,500 STUDENT ATHLETES | $102,500 | |
| CORNISH COLLEGE OF THE ARTS | |||||||
| 1000 LENORA STREET | SEATTLE | WA | 98121 | PC | $10,000 SPECIAL EVENT SPONSORSHIP, $5,500 VISUAL ARTS VISITING ARTIST | $15,500 | |
| DEPAUL INDUSTRIES | |||||||
| 4950 NE MARTIN LUTHER KING JR | PORTLAND | OR | 97211 | PC | PROJECT SEARCH | $20,000 | BOULEVARD |
| DE PAUL TREATMENT CENTER | |||||||
| PO BOX 3007 | PORTLAND | OR | 97208 | PC | SPECIAL EVENT SPONSORSHIP | $20,000 | |
| DESCHUTES BASIN LAND TRUST | |||||||
| 20 NW IRVING AVENUE | BEND | OR | 97701 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DISCOVER YOUR NORTHWEST | |||||||
| 164 S JACKSON STREET | SEATTLE | WA | 98104 | PC | GROWING THE DESCHUTES CHILDREN'S FOREST | $15,000 | |
| DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | PC | CDRC ASSISTANCE TECHNOLOGY | $25,000 | |
| DRESS FOR SUCCESS OREGON | |||||||
| 1532 NE 37TH AVENUE | PORTLAND | OR | 97212 | PC | SPECIAL EVENT SPONSORSHIP | $20,000 | |
| ETHOS INC | |||||||
| 2 N KILLINGSWORTH STREET | PORTLAND | OR | 97217 | PC | PROGRAM SUPPORT | $1,500 | |
| FAMILY BUILDING BLOCKS INC | |||||||
| 2425 LANCASTER DRIVE NE | SALEM | OR | 97305 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FIRST STORY | |||||||
| 963 SW SIMPSON AVENUE SUITE 110 | BEND | OR | 97702 | PC | AFFORDABLE HOUSING PROJECT | $25,000 | |
| FOREST PARK CONSERVANCY | |||||||
| 1507 NW 23RD AVENUE | PORTLAND | OR | 97210 | PC | GREATER FOREST PARK CONSERVATION INITIATIVE | $25,000 | |
| FOUNDATIONS FOR A BETTER OREGON | |||||||
| 221 NW 2ND AVENUE | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRIENDLY HOUSE | |||||||
| 2617 NW SAVIER STREET | PORTLAND | OR | 97210 | PC | SPECIAL EVENT SPONSORSHIP | $6,100 | |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| FRIENDS OF TREES | |||||||
| 3117 NE MARTIN LUTHER KING JR | PORTLAND | OR | 97212 | PC | CAPACITY BUILDING | $20,000 | BOULEVARD |
| FRONTLINE FOUNDATION | |||||||
| PO BOX 9422 | BEND | OR | 97708 | PF | FINANCIAL AID | $5,000 | |
| GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON | |||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GIRLS INC OF NORTHWEST OREGON | |||||||
| 105 SE TAYLOR STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $42,000 | |
| GRACE EPISCOPAL CHURCH | |||||||
| 411 10TH AVENUE S | NAMPA | ID | 83651 | PC | COMPUTER TABLETS FOR TUTORING | $14,250 | |
| HAPPY TRAILS RIDING CENTER | |||||||
| 20560 FERNVIEW RD | WEST LINN | OR | 97068 | PC | $10,000 MAKE BATHROOM HANDICAPPED ACCESSIBLE, $2,500 SPECIAL EVENT SPONSORSHIP | $12,500 | |
| HEART OF OREGON CORPS | |||||||
| PO BOX 279 | BEND | OR | 97709 | PC | VAN AND TRAILER PURCHASE | $30,854 | |
| HIGH DESERT MIDDLE SCHOOL DIAMONDBACK PARENT ORGANIZATION | |||||||
| 61111 27TH STREET | BEND | OR | 97702 | PC | CROSS COUNTRY EQUIPMENT | $2,000 | |
| HOLY CROSS CATHOLIC SCHOOL | |||||||
| 5202 N BOWDOIN | PORTLAND | OR | 97203 | PC | TUITION ASSISTANCE | $20,000 | |
| HUMANE SOCIETY OF CENTRAL OREGON | |||||||
| 61170 SE 27TH STREET | BEND | OR | 97702 | PC | PET OF THE WEEK PROGRAM | $600 | |
| I HAVE A DREAM FOUNDATION | |||||||
| 1478 NE KILLINGSWORTH STREET | PORTLAND | OR | 97211 | PC | DREAMER SCHOOL PROJECT, SUPPORTING LOW-INCOME & MINORITY YOUTH | $50,000 | |
| JESUIT HIGH SCHOOL | |||||||
| 9000 SW BEAVERTON-HILLSDALE HIGHWAY | PORTLAND | OR | 97225 | PC | FINANCIAL AID | $40,000 | |
| KENTON ACTION PLAN | |||||||
| 1477 NW EVERETT STREET | PORTLAND | OR | 97209 | PC | HARPER'S PLAYGROUND | $2,575 | |
| KIDS INTERVENTION AND DIAGNOSTIC SERVICE CENTER | |||||||
| 1375 NW KINGSTON AVENUE | BEND | OR | 97701 | PC | SPECIAL EVENT SPONSORSHIP | $25,000 | |
| LA PINE PARK AND RECREATION | |||||||
| 16405 1ST STREET | LA PINE | OR | 97739 | PC | REMODEL OF COMMUNITY CENTER KITCHEN | $15,000 | |
| LASALLE HIGH SCHOOL | |||||||
| 7520 N FENWICK AVENUE | PORTLAND | OR | 97217 | PC | FINANCIAL AID | $13,500 | |
| LEWIS AND CLARK COLLEGE | |||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 97219 | PC | SMALL BUSINESS LEGAL CLINIC | $20,000 | |
| LIFEWORKS NW | |||||||
| 14600 NW CORNELL ROAD | PORTLAND | OR | 97229 | PC | CONSTRUCTION OF NEW 36 BED TREATMENT FACILITY | $50,000 | |
| LIFT URBAN PORTLAND | |||||||
| 2701 NW VAUGHN STREET | PORTLAND | OR | 97210 | PC | ADOPT A HIGH-RISE WELLNESS PROGRAM | $25,000 | |
| LINCOLN YOUTH BASEBALL & SOFTBALL | |||||||
| 6786 SW CANYON DRIVE | PORTLAND | OR | 97225 | PC | SPONSORSHIP | $15,000 | |
| LITERARY ARTS | |||||||
| 224 NW 13TH AVENUE | PORTLAND | OR | 97209 | PC | GENERAL OOPERATING SUPPORT | $7,000 | |
| MJ MURDOCK CHARITABLE TRUST | |||||||
| PO BOX 1618 | VANCOUVER | WA | 98660 | PF | PORTLAND ART MUSEUM COLLABORATION | $1,500 | |
| MACDONALD CENTER | |||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | PC | PROGRAM EXPANSION | $100,000 | |
| MAKE-A-WISH FOUNDATION OF OREGON | |||||||
| 2000 SW 1ST AVENUE SUITE 410 | PORTLAND | OR | 97201 | PC | GENERAL OPERATING SUPPORT | $2,925 | |
| MARION-POLK FOOD SHARE INC | |||||||
| 1660 SALEM INDUSTRIAL DRIVE NE | SALEM | OR | 97301 | PC | PROGRAM EXPANSION | $40,000 | |
| MARTHA & MARY MINISTRIES | |||||||
| 4303 SE HENDERSON ST | PORTLAND | OR | 97206 | PC | SPECIAL EVENT SPONSORSHIP | $50,000 | |
| MEALS ON WHEELS PEOPLE | |||||||
| 7710 SW 31ST AVENUE | PORTLAND | OR | 97219 | PC | $50,000 WEEKEND MEALS FOR LOW INCOME CLIENTS, $8,500 GENERAL OPERATING SUPPORT | $58,500 | |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | PC | $95,000 GENERAL OPERATING SUPPORT, $50,000 MOBILE DENTAL SERVICE CENTER FOR SOUTHERN & EASTERN OREGON | $145,000 | |
| METROPOLITAN FAMILY SERVICE | |||||||
| 1808 SE BELMONT STREET | POTLAND | OR | 97214 | PC | PROGRAM SUPPORT | $25,000 | |
| MICKEY RILEY FOUNDATION INC | |||||||
| 2780 SE HARRISON STREET SUITE 202 | MILWAUKIE | OR | 97222 | PC | $9,500 GENERAL OPERATING SUPPORT, $5,000 SCHOLARSHIPS | $14,500 | |
| MID-VALLEY WOMENS CRISIS SERVICE | |||||||
| 795 WINTER STREET NE | SALEM | OR | 97301 | PC | CENTER FOR HOPE AND SAFETY | $30,000 | |
| MILLIONAIR CLUB INC | |||||||
| 2515 WESTERN AVENUE | SEATTLE | WA | 98121 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MORRISON CHILD AND FAMILY SERVICES | |||||||
| 11035 NE SANDY BLVD | PORTLAND | OR | 97220 | PC | WEBSITE ENHANCEMENT | $10,000 | |
| MT BACHELOR SPORTS EDUCATION FOUNDATION | |||||||
| 563 SW 13TH STREET | BEND | OR | 97702 | PC | $15,000 FOR NEW VEHICLE, $10,000 SCHOLARSHIPS | $25,000 | |
| MUSIC WORKSHOP | |||||||
| 6681 SW 88TH PLACE | PORTLAND | OR | 97223 | PC | $46,000 SUPPORT 1 MUSIC WORKSHOP EPISODE, $10,000 GENERAL OPERATING SUPPORT | $56,000 | |
| NATIVE FISH SOCIETY | |||||||
| 221 MOLALLA AVENUE SUITE 100 | OREGON CITY | OR | 97045 | PC | $25,000 CAPACITY BUILDING, $6,400 GENERAL OPERATING SUPPORT | $31,400 | |
| NEIGHBORIMPACT | |||||||
| 2303 SW FIRST STREET BLUIDING C | REDMOND | OR | 97756 | PC | LOCAL FOOD RECOVERY PROGRAM TRUCK AND FORKLIFT | $25,000 | |
| NEWBERRY HABITAT FOR HUMANITY | |||||||
| PO BOX 3364 | SUNRIVER | OR | 97707 | PC | VOLUNTEER RESOURCE MANAGEMENT | $10,000 | |
| NORTHWEST CATHOLIC COUNSELING CENTER | |||||||
| 8383 NE SANDY BLVD SUITE 205 | POTLAND | OR | 97220 | PC | HELP AND HOPE FOR LOWER-INCOME WOMEN | $20,000 | |
| OREGON BALLET THEATRE | |||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | PC | AUDIENCE AND DONOR DEVELOPMENT | $20,000 | |
| OREGON CHILDREN'S FOUNDATION | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PC | GENERAL OPOERATING SUPPORT | $25,000 | |
| OREGON CLUB OF CENTRAL OREGON | |||||||
| PO BOX 1461 | BEND | OR | 97709 | PC | STUDENT ATHLETE SUPPORT | $1,500 | |
| OREGON COMMUNITY WAREHOUSE INC | |||||||
| 3969 NE MARTIN LUTHER KING JR | PORTLAND | OR | 97212 | PC | SPECIAL EVENT SPONSORSHIP | $30,000 | BOULEVARD |
| OREGON FOOD BANK | |||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | PC | $75,000 SCHOOL PANTRY EXPANSION, $10,000 SPECIAL EVENT SPONSORSHIP | $85,000 | |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OREGON JUNIOR GOLF FUND | |||||||
| 16055 SW WALKER RD SUITE 190 | BEAVERTON | OR | 97006 | PC | SPECIAL EVENT SPONSORSHIP | $20,930 | |
| OREGON INSTITUTE OF TECHNOLOGY | |||||||
| 3201 CAMPUS DRIVE | KLAMATH FALLS | OR | 97601 | PC | CAPITAL CAMPAIGN | $50,000 | |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PC | OREGON STATE ATHLETICS GOLF CENTER | $200,000 | |
| OREGON SYMPHONY ASSOCIATION | |||||||
| 921 SW WASHINGTON STREET | PORTLAND | OR | 97205 | PC | VIOLA CHAIR ENDOWMENT | $40,000 | |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | PC | ELEPHANT LANDS | $50,000 | |
| PACIFIC NORTHWEST COLLEGE OF ART | |||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $21,000 | |
| PENINSULA FRIENDS OF ANIMALS | |||||||
| PO BOX 404 | SEQUIM | WA | 98382 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PHAME ACADEMY | |||||||
| 1631 NE BROADWAY SUITE 134 | PORTLAND | OR | 97232 | PC | PROGRAM EXPANSION | $5,000 | |
| PLAY WRITE INC | |||||||
| PO BOX 13420 | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PORTLAND AFTER-SCHOOL TENNIS & EDUCATION INC | |||||||
| 7519 NORTH BURLINGTON | PORTLAND | OR | 97203 | PC | SPECIAL EVENT SPONSORSHIP | $2,500 | |
| PORTLAND CHILDREN'S MUSEUM | |||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PORTLAND BAROQUE ORCHESTRA | |||||||
| 1020 SW TAYLOR STREET SUITE 200 | PORTLAND | OR | 97205 | PC | PROGRAM EXPANSION | $5,000 | |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | |||||||
| 224 NW 13TH AVENUE SUITE 305 | PORTLAND | OR | 97209 | PC | $25,000 CAPACITY BUILDING, $10,000 GENERAL OPERATING SUPPORT | $35,000 | |
| PORTLAND JAPANESE GARDEN | |||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PORTLAND OPERA | |||||||
| 211 SE CARUTHERS | PORTLAND | OR | 97214 | PC | FRESH ARIA - THE CAMPAIGN FOR PORTLAND'S OPERA | $40,000 | |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 243 | PORTLAND | OR | 97207 | PC | SCHOLARSHIPS | $150,000 | |
| PORTLAND SUMMERFEST | |||||||
| PO BOX 4084 | PORTLAND | OR | 97208 | PC | OPERA IN THE PARK | $3,000 | |
| PREPARE THE WAY | |||||||
| PO BOX 2557 | GLENDALE | AZ | 85311 | PC | CHRISTIAN YOUTH SUMMIT | $5,000 | |
| PROJECT ACCESS NOW | |||||||
| PO BOX 10953 | PORTLAND | OR | 97296 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| REGIONAL ARTS AND CULTURE | |||||||
| 411 NW PARK AVENUE SUITE 101 | PORTLAND | OR | 97209 | PC | SUSTAINING THE RIGHT BRAIN | $25,000 | |
| REX FOUNDATION | |||||||
| PO BOX 29608 | SAN FRANCISCO | CA | 94129 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 2620 N COMMERCIAL | PORTLAND | OR | 97227 | PC | GENERAL OPERATING SUPPORT | $2,450 | |
| SALK INSITUTE FOR BIOLOGICAL STUDIES | |||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 92037 | PC | SUPPORT CANCER RESEARCH | $10,000 | |
| SAFE HAVEN MATERNITY HOME | |||||||
| PO BOX 1822 | ROSEBURG | OR | 97470 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCHOOL FOUNDATION INC | |||||||
| 520 NW WALL STREET SUITE 325 | BEND | OR | 97708 | PC | $50,000 DIGITAL CONVERSION PROJECT, $26,250 SPECIAL EVENT SPONSORSHIP, $1,250 DANCE TEAM SUPPORT | $77,500 | |
| SEATTLE UNION GOSPEL MISSION | |||||||
| 3800 SOUTH OTHELLO | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SELF ENHANCEMENT INC | |||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97227 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SEQUIM COMMUNITY AID | |||||||
| PO BOX 1591 | SEQUIM | WA | 98382 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SERENITY HOMES OF OREGON | |||||||
| 7327 SW BARNES ROAD | PORTLAND | OR | 97225 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SISTERS FOLK FESTIVAL | |||||||
| PO BOX 3500 PMB 304 | SISTERS | OR | 97759 | PC | ARTIST SPONSORSHIP | $3,500 | |
| SISTERS SCHOOL FOUNDATION | |||||||
| PO BOX 2155 | SISTERS | OR | 97759 | PC | ASPIRE PROGRAM | $25,000 | |
| SLOW FOOD PORTLAND | |||||||
| PO BOX 11284 | PORTLAND | OR | 97211 | PC | OUTREACH BIN PROJECT | $1,500 | |
| SOLVE | |||||||
| 2000 SW 1ST AVENUE SUITE 400 | PORTLAND | OR | 97201 | PC | GREEN TEAM ENVIRONMENTAL EDUCATION | $10,000 | |
| SPECIAL OLYMPICS OF OREGON | |||||||
| 5901 SW MACADAM AVENUE SUITE 200 | PORTLAND | OR | 97239 | PC | JOYFUL LIFE PROGRAM | $25,000 | |
| SPOON FOUNDATION | |||||||
| 135 SE MAIN STREET SUITE 201 | PORTLAND | OR | 97214 | PC | NOURISHING CHILDREN IN OREGON FOSTER CARE | $10,000 | |
| ST ANDRE BESSETTE CATHOLIC CHURCH | |||||||
| 601 W BURNSIDE STREET | PORTLAND | OR | 97209 | PC | OPEN DOORS CAMPAIGN | $50,000 | |
| ST ANDREW NATIVITY SCHOOL | |||||||
| 4925 NE 9TH AVENUE | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST CHARLES FOUNDATION | |||||||
| 2500 NE NEFF ROAD | BEND | OR | 97701 | PC | $250,000 ST. CHARLES CANCER CENTER EXPANSION, $12,500 PATIENT NAVIGATOR PROGRAM, $2,970 GENERAL OPERATING SUPPORT | $265,470 | |
| ST ELIZABETH ANN SETON CATHOLIC SCHOOL | |||||||
| 2016 WILLIS LANE | KELLER | TX | 76248 | PC | $33,333 CAPITAL CAMPAIGN, $11,500 TUITION GRANT,$7,500 ROBOTICS PROGRAM, $5,000 PARENT STUDENT ASSOCIATION, $3,000 GENERAL OPERATING SUPPORT | $60,333 | |
| ST FRANCIS OF ASSISI | |||||||
| 47-225 WASHINGTON STREET | LA QUINTA | CA | 92253 | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| ST JAMES CATHOLIC CHURCH | |||||||
| 218 W 12TH STREET | VANCOUVER | WA | 98660 | PC | 90,000 WINDOWS PROJECT, $9,000 GENERAL OPERATING SUPPORT | $99,000 | |
| ST MARTIN'S UNIVERSITY | |||||||
| 5000 ABBEY WAY SE | LACEY | WA | 98503 | PC | IMMERSION SERVICE TRIPS | $5,000 | |
| ST MARY'S ACADEMY | |||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | PC | FINANCIAL AID | $55,000 | |
| ST MICHAEL THE ARCHANGEL CATHOLIC CHURCH | |||||||
| 424 SW MILL STREET | PORTLAND | OR | 97201 | PC | SACK LUNCH AND EMERGENCY PANTRY | $18,000 | |
| ST VINCENT DE PAUL LA PINE | |||||||
| PO BOX 1008 | LA PINE | OR | 97739 | PC | ALL PURPOSE TRACTOR | $16,000 | |
| STS PETER AND PAUL CATHOLIC CHURCH | |||||||
| 800 KAHEKA STREET | HONOLULU | HI | 96814 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| TERRY REILLY HEALTH SERVICES | |||||||
| PO BOX 9422 | NAMPA | ID | 83651 | PC | HOMEDALE RENOVATION | $50,000 | |
| THE CATLIN GABEL SCHOOL | |||||||
| 8825 SW BARNES ROAD | PORTLAND | OR | 97225 | PC | CAPITAL PROJECT | $25,000 | |
| THE CHILDREN'S COURSE INC | |||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97207 | PC | PROGRAM EXPANSION | $25,000 | |
| THE CHILDREN'S INSTITUTE | |||||||
| 1221 SW YAMHILL STREET SUITE 260 | PORTLAND | OR | 97205 | PC | BUILDING OREGON'S EARLY LEARNING SYSTEM | $50,000 | |
| THE NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER STREET | PORT HADLOCK | WA | 98339 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE SALVATION ARMY - SALEM | |||||||
| PO BOX 7047 | SALEM | OR | 97303 | PC | FEEDING MARION-POLK COUNTIES | $70,000 | |
| THOMAS EDISON HIGH SCHOOL | |||||||
| 9020 SW BEAVERTON HILLSDALE HIGHWAY | PORTLAND | OR | 97225 | PC | FINANCIAL AID ENDOWMENT | $75,000 | |
| TOLEDO COMMUNITY BOATHOUSE | |||||||
| 285 NW 1ST STREET | TOLEDO | OR | 97391 | PC | BOATHOUSE PROJECT | $10,000 | |
| TRILLIUM FAMILY SERVICES | |||||||
| 3415 SE POWELL BOULEVARD | PORTLAND | OR | 97202 | PC | TRANSFORMING CHILDREN'S MENTAL HEALTH CARE IN OREGON | $25,000 | |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 360 E 10TH AVENUE | EUGENE | OR | 97401 | PC | ATHLETIC AND ACADEMIC SCHOLARSHIPS | $150,000 | |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | PC | RENOVATION OF THE CLARK LIBRARY | $50,000 | |
| VALLEY CATHOLIC HIGH SCHOOL | |||||||
| 4440 SW 148TH AVENUE | BEAVERTON | OR | 97007 | PC | FINANCIAL AID | $20,000 | |
| VERNONIA EDUCATION FOUNDATION | |||||||
| 475 BRIDGE STREET | VERNONIA | OR | 97064 | PC | SPORTS INITIATIVE | $1,000 | |
| VIRGINIA GARCIA MEMORIAL FOUNDATION | |||||||
| PO BOX 486 | CORNELIUS | OR | 97713 | PC | $11,500 GENERAL OPERATING SUPPORT, $5,000 EARLY CHILDHOOD OBESITY PROGRAM | $16,500 | |
| VOLUNTEERS IN MEDICINE | |||||||
| 2300 NE NEFF ROAD | BEND | OR | 97701 | PC | PATIENT SPONSORSHIP | $29,330 | |
| WALLACE MEDICAL CONCERN | |||||||
| 124 NE 181ST AVENUE | PORTLAND | OR | 97230 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| YOUNG AUDIENCES OF OREGON AND SW WASHINGTON | |||||||
| 1220 SW MORRISON STREET SUITE 1000 | PORTLAND | OR | 97205 | PC | BOARD DEVELOPMENT | $50,000 | |
| YOUTH VILLAGES | |||||||
| PO BOX 368 | MARYLHURST | OR | 97036 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| YWCA OF GREATER PORTLAND | |||||||
| 1111 SW 10TH AVENUE | PORTLAND | OR | 97205 | PC | EVALUATING OUR IMPACT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,227,997 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIRWAY SCIENCE FOR KIDS | ||||||
| PO BOX 4142 | PORTLAND | OR | 97208 | PC | ONWARD AND UPWARD PROJECT | $5,000 |
| ALBERTINA KERR CENTERS FOUNDATION | ||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | SO 1 | NEW WING FOR CHILDREN'S CRISIS PSYCHIATRIC CARE | $100,000 |
| ARCHDIOCESE OF PORTLAND IN OREGON | ||||||
| 2838 E BURNSIDE STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BLACK PARENT INITIATIVE | ||||||
| 2811 NE HOLMAN STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BODYVOX | ||||||
| 1701 NW 17TH AVENUE | PORTLAND | OR | 97209 | PC | CAROL HAMPTON CREATIVE FUND (ENDOWMENT) | $10,000 |
| BOYS & GIRLS AID SOCIETY OF OREGON | ||||||
| 018 SW BOUNDARY CT | PORTLAND | OR | 97239 | PC | ENDOWMENT SUPPORT | $50,000 |
| CALVARY CHAPEL | ||||||
| 9100 SW WILSHIRE STREET | PORTLAND | OR | 97225 | PC | REACH 2:47 | $75,000 |
| CAMP ARRAH WANNA INC | ||||||
| 24075 E ARRAH WANNA BOULEVARD | WELCHES | OR | 97067 | PC | 2014 CAMP | $5,000 |
| CATHOLIC CHARITIES | ||||||
| 2740 SE POWELL BLVD | PORTLAND | OR | 97202 | PC | CAPITAL CAMPAIGN | $250,000 |
| CENTRAL OREGON DISABILITY SUPPORT NETWORK | ||||||
| 1406 NW JUNIPER STREET | BEND | OR | 97701 | PC | PROGRAM SUPPORT | $10,000 |
| COLLEGE POSSIBLE | ||||||
| 540 FAIRVIEW AVENUE NORTH SUITE 304 | SAINT PAUL | MN | 55104 | PC | PORTLAND PROGRAM | $100,000 |
| DE PAUL TREATMENT CENTER | ||||||
| PO BOX 3007 | POTLAND | OR | 97208 | PC | DE PAUL YOUTH CENTER TRANSITION PROJECT | $325,000 |
| DESCHUTES BASIN LAND TRUST | ||||||
| 20 NW IRVING AVENUE | BEND | OR | 97701 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DESCHUTES BASIN LAND TRUST | ||||||
| 1010 NW 14TH STREET | BEND | OR | 97701 | PC | PROGRAM EXPANSION | $10,000 |
| DISCOVER YOUR NORTHWEST | ||||||
| 164 S JACKSON STREET | SEATTLE | WA | 98104 | PC | GROWING THE DESCHUTES CHILDREN'S FOREST | $15,000 |
| DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | PC | CDRC ASSISTANCE TECHNOLOGY | $25,000 |
| FOUNDATIONS FOR A BETTER OREGON | ||||||
| 221 NW 2ND AVENUE | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FRIENDS OF THE CHILDREN | ||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | PC | GENERAL OPERATING SUPPORT | $25,500 |
| HAPPY TRAILS RIDING CENTER | ||||||
| 20560 FERNVIEW RD | WEST LINN | OR | 97068 | PC | SPECIAL EVENT SPONSORSHIP | $2,500 |
| HOLY CROSS CATHOLIC SCHOOL | ||||||
| 5202 N BOWDOIN | PORTLAND | OR | 97203 | PC | TUITION ASSISTANCE | $20,000 |
| HUMAN SOLUTIONS | ||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | PC | HOMELESS FAMILY PROGRAM | $40,000 |
| LASALLE HIGH SCHOOL | ||||||
| 7520 N FENWICK AVENUE | PORTLAND | OR | 97217 | PC | FINANCIAL AID | $13,500 |
| LIFT URBAN PORTLAND | ||||||
| 2701 NW VAUGHN STREET | PORTLAND | OR | 97210 | PC | ADOPT A HIGH-RISE WELLNESS PROGRAM | $25,000 |
| MACDONALD CENTER | ||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | PC | PROGRAM EXPANSION | $100,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| MORRISON CHILD AND FAMILY SERVICES | ||||||
| 11035 NE SANDY BLVD | PORTLAND | OR | 97220 | PC | CARL MORRISON LEGACY PROJECT | $10,000 |
| NATIVE FISH SOCIETY | ||||||
| 221 MOLALLA AVENUE SUITE 100 | OREGON CITY | OR | 97045 | PC | CAPACITY BUILDING | $50,000 |
| NEWBERRY HABITAT FOR HUMANITY | ||||||
| PO BOX 3364 | SUNRIVER | OR | 97707 | PC | VOLUNTEER RESOURCE MANAGEMENT | $20,000 |
| OREGON FOOD BANK | ||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | PC | SCHOOL PANTRY EXPANSION | $100,000 |
| OREGON HUMANE SOCIETY | ||||||
| 1067 NE COLUMBIA BOULEVARD | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| OREGON INSTITUTE OF TECHNOLOGY | ||||||
| 3201 CAMPUS DRIVE | KLAMATH FALLS | OR | 97601 | PC | CAPITAL CAMPAIGN | $50,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | ||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | PC | COASTAL DISCOVERY CENTER AT CAMP GRAY | $250,000 |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PC | ENDOWMENT FOR PROFESSOR OF FORESTRY $550,000, BASKETBALL PRACTICE FACILITY $75,000, GOLF CENTER $50,000 | $675,000 |
| OREGON SYMPHONY ASSOCIATION | ||||||
| 921 SW WASHINGTON STREET | PORTLAND | OR | 97205 | PC | VIOLA CHAIR ENDOWMENT | $20,000 |
| OUTSIDE IN | ||||||
| 1132 SW 13TH AVENUE | PORTLAND | OR | 97205 | PC | EDUCATION & EMPLOYMENT FOR HOMELESS YOUTH | $55,000 |
| OYA NO KAI INC | ||||||
| PO BOX 13786 | PORTLAND | OR | 97213 | PC | JAPANESE IMMERSION PROGRAM | $5,000 |
| PACIFIC RIVER COUNCIL | ||||||
| 317 SW ALDER STREET SUITE 900 | PORTLAND | OR | 97204 | PC | EDUCATING OREGONIANS ON ISSUES AFFECTING OREGON RIVERS | $10,000 |
| POLARIS DANCE THEATRE | ||||||
| 1501 SW TAYLOR STREET | PORTLAND | OR | 97205 | PC | SCHOLARSHIPS | $6,000 |
| PORT ARANSAS MUSEUM AND BOAT WORKS | ||||||
| PO BOX 677 | PORT ARANSAS | TX | 78373 | PC | GENERAL OPERATING FUNDS | $10,000 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||
| 224 NW 13TH AVENUE SUITE 305 | PORTLAND | OR | 97209 | PC | CAPACITY BUILDING | $25,000 |
| PORTLAND JAPANESE GARDEN | ||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PORTLAND OPERA | ||||||
| 211 SE CARUTHERS | PORTLAND | OR | 97214 | PC | FRESH ARIA - THE CAMPAIGN FOR PORTLAND'S OPERA | $400,000 |
| PORTLAND SUMMERFEST | ||||||
| PO BOX 4084 | PORTLAND | OR | 97208 | PC | OPERA IN THE PARK | $3,000 |
| REGIONAL ARTS AND CULTURE | ||||||
| 411 NW PARK AVENUE SUITE 101 | PORTLAND | OR | 97209 | PC | SUSTAINING THE RIGHT BRAIN | $50,000 |
| REX FOUNDATION | ||||||
| PO BOX 29608 | SAN FRANCISCO | CA | 94129 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SCHOOL FOUNDATION INC | ||||||
| 520 NW WALL STREET SUITE 325 | BEND | OR | 97708 | PC | DIGITAL CONVERSION PROJECT | $100,000 |
| SERENITY HOMES OF OREGON | ||||||
| 7327 SW BARNES ROAD | PORTLAND | OR | 97225 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SISTERS FOLK FESTIVAL | ||||||
| PO BOX 3500 PMB 304 | SISTERS | OR | 97759 | PC | ARTIST SPONSORSHIP | $3,000 |
| SNOWCAP COMMUNITY CHARITIES | ||||||
| PO BOX 160 | FAIRVIEW | OR | 97024 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ST ANDREW LEGAL CLINIC | ||||||
| 807 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | LEADERSHIP GIVING PROJECT | $20,000 |
| ST CHARLES FOUNDATION | ||||||
| 2500 NE NEFF ROAD | BEND | OR | 97701 | PC | ST. CHARLES CANCER CENTER EXPANSION | $250,000 |
| ST JAMES CATHOLIC CHURCH | ||||||
| 218 W 12TH STREET | VANCOUVER | WA | 98660 | PC | WINDOWS PROJECT | $130,000 |
| ST JOHN SOCIETY | ||||||
| 1623 NW 19TH AVENUE | PORTLAND | OR | 97209 | PC | SPECIAL EVENT SPONSORSHIP | $3,000 |
| ST MARY'S ACADEMY | ||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | PC | FINANCIAL AID | $50,000 |
| ST JAMES CATHOLIC CHURCH | ||||||
| 218 W 12TH STREET | VANCOUVER | WA | 98660 | PC | WINDOWS PROJECT | $18,000 |
| ST VINCENT MEDICAL CENTER FOUNDATION | ||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | PC | LIVER CANCER AND HEPATITIS B SCREENING | $78,640 |
| THE GEEZER GALLERY | ||||||
| 600 NW NATIO PARKWAY SUITE E | PORTLAND | OR | 97209 | PC | EXHIBITION EXPANSION | $20,000 |
| THE YOUNG PEOPLE'S THEATRE PROJECT | ||||||
| PO BOX 25015 | PORTLAND | OR | 97298 | PC | SECOND STAGE PROGRAM | $12,000 |
| UNIVERSITY OF OREGON FOUNDATION | ||||||
| 360 E 10TH AVENUE | EUGENE | OR | 97401 | PC | ATHLETIC AND ACADEMIC SCHOLARSHIPS | $450,000 |
| VALLEY CATHOLIC HIGH SCHOOL | ||||||
| 4440 SW 148TH AVENUE | BEAVERTON | OR | 97007 | PC | FINANCIAL AID | $40,000 |
| VOLUNTEER CONNECT | ||||||
| 404 NE NORTON AVENUE | BEND | OR | 97701 | PC | PROGRAM EXPANSION | $15,000 |
| YWCA OF GREATER PORTLAND | ||||||
| 1111 SW 10TH AVENUE | PORTLAND | OR | 97205 | PC | EVALUATING OUR IMPACT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,405,140 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,051,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,648,293 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,701,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,701,673 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MAYBELLE CLARK MACDONALD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1450 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55485 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,616,459 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GARY MCGEE AND CO. LLP | CategoryTxt |
| Amt | $12,615 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,615 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS | BondNm |
| EOY Book Value | $18,232,967 | EOYBookValueAmt |
| EOYFMV | $17,894,986 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $88,688,991 | EOYBookValueAmt |
| EOYFMV | $116,510,674 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,437,801 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,420,934 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY FUNDS | AT COST | $7,505,987 | $9,854,636 |
| OTHER STRATEGIES FUNDS | AT COST | $269,787 | $290,974 |
| CASH AND CASH EQUIVALENTS HELD FOR INVESTMENT PURPOSES | AT COST | $3,146,665 | $3,146,665 |
| CLOSELY HELD INVESTMENT | AT COST | $325,000 | $325,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE BUILDING | $279,245 | $25,921 | $253,324 | $253,324 |
| BUILDING IMPROVEMENTS | $3,300 | $2,695 | $605 | $605 |
| OFFICE EQUIPMENT | $37,062 | $29,214 | $7,848 | $7,848 |
| OFFICE FURNITURE | $26,443 | $19,760 | $6,683 | $6,683 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THEDE CULPEPPER MOORE MUNRO & SILLIMAN | CategoryTxt |
| Legal Fees | $1,646 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,646 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $300 | $0 | $300 |
| DUES AND SUBSCRIPTIONS | $1,594 | $797 | $797 |
| INSURANCE | $6,701 | $3,350 | $3,351 |
| OTHER OFFICE EXPENSES | $4,135 | $2,068 | $2,067 |
| POSTAGE | $1,503 | $751 | $752 |
| RENT OF EQUIPMENT | $2,841 | $1,421 | $1,420 |
| REPAIRS AND MAINTENANCE | $112 | $56 | $56 |
| STATE CHARITY REGISTRATION FEES | $1,200 | $600 | $600 |
| JANITORIAL SERVICES | $1,710 | $855 | $855 |
| PROPERTY TAXES | $1,643 | $821 | $822 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $1,229 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,229 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY SERVICES - BECKER CAPITAL MANAGEMENT | $126,204 | $126,204 | $0 |
| INVESTMENT ADVISORY SERVICES - MORGAN STANLEY | $222,312 | $222,312 | $0 |
| INVESTMENT ADVISORY SERVICES - UNION BANK | $179,842 | $179,842 | $0 |
| INVESTMENT ADVISORY SERVICES - WELLS FARGO | $68,268 | $68,268 | $0 |
| INVESTMENT ADVISORY SERVICES - U.S. BANK | $7,349 | $7,349 | $0 |
| INVESTMENT ADVISORY SERVICES - MERIT WEALTH | $4,173 | $4,173 | $0 |
| INVESTMENT ADVISORY SERVICES - RV KUHNS AND ASSOCIATIES | $70,000 | $70,000 | $0 |
| PAYROLL SERVICE FEES | $1,049 | $525 | $524 |
| WEBSITE SUPPORT FEES | $340 | $170 | $170 |
| COMPUTER SUPPORT FEES | $1,585 | $793 | $792 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $139,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |