STRATEGY STUDIO / PUBLIC DATA EXPLORER

FIRST UNITARIAN CHURCH OF PORTLAND FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FIRST UNITARIAN CHURCH OF PORTLAND FOUNDATION (EIN 43-1968342)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-16
IRS object ID
201202299349300335
Schema version
2011v1.2
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)
Timestamp2012-08-16T11:28:10-00:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAS Group LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line112700 SW 72nd AveAddressLine1
CityTigardCity
StateORState
ZIP Code97223ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN431968342EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FIRST UNITARIAN CHURCH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFIRSNameControl
Phone5032286389Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 SW 12TH AVEAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97205ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKATHRYN ESTEYName
TitleADMINISTRATORTitle
Date Signed2012-07-30DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRoy R Rogers CPAName
Phone5036848421Phone
Date Prepared2012-07-30DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBEVERLY FOGLENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11011 SW 12TH AVEAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97205ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4514GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.firstunitarianportland.org/sustaining-our-mission/the-foundationWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Type Of Org Other DescriptionFoundationTypeOfOrgOtherDescription
Year Formation2001YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionPROVIDE FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year10000ContributionsGrantsPriorYear
Contributions Grants Current Year1775ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year25463InvestmentIncomePriorYear
Investment Income Current Year2739InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year35463TotalRevenuePriorYear
Total Revenue Current Year4514TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year40000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY48725GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year12979OtherExpensePriorYear
Other Expenses Current Year19809OtherExpensesCurrentYear
Total Expenses Prior Year52979TotalExpensesPriorYear
Total Expenses Current Year68534TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-17516RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-64020RevenuesLessExpensesCY
Total Assets BOY1058014TotalAssetsBOY
Total Assets EOY1000379TotalAssetsEOY
Total Liabilities BOY90000TotalLiabilitiesBOY
Total Liabilities EOY90000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY968014NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY910379NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense48725Expense
DescriptionTHE FOUNDATION PROVIDES SUPPLEMENTAL FUNDING FOR THE FIRST UNITARIAN CHURCH OF PORTLAND AND ITS MANY PROGRAMSDescription
Total Program Service Expense48725TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonZAIDA COOPERNamePerson
Telephone Number5032286389TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11011 SW 12TH AVEAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97205ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARTHA RICHARDS
CHAIR002.00X000
LINDA N ASO
STEWARD001.00X000
BEVERLY FOGLE
STEWARD001.00X000
PAT MALONE
TREASURER002.00X000
RUTH ROBINSON
STEWARD001.00X000
JIM SHORR
STEWARD001.00X000
EVANS VAN BUREN
SECRETARY001.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions1775AllOtherContributions
Total Contributions1775TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2739TotalRevenueColumn
Exclusion$2,739ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4514TotalRevenueColumn
Exclusion$2,739ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total48725Total
Program Services48725ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total8893Total
Management And General8893ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3850Total
Management And General3850ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total6815Total
Management And General6815ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionTAXESDescription
Total251Total
Management And General251ManagementAndGeneral

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total68534Total
Program Services48725ProgramServices
Management And General19809ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY43731BOY
EOY34455EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1014283BOY
EOY965924EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1058014BOY
EOY1000379EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY90000BOY
EOY90000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY90000BOY
EOY90000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY968014BOY
EOY910379EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY968014BOY
EOY910379EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1058014BOY
EOY1000379EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-64020ReconcilationRevenueExpenses
Reconcilation Other Changes6385ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Church170b1 AiXChurch170b1Ai
Public Support Pertcentage1700.00000PublicSupportPertcentage170
Public Support Percentage5090.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Included On FSfalseIncludedOnFS
Total Revenue4514TotalRevenue
Total Expenses68534TotalExpenses
Excess Or Deficit For Year-64020ExcessOrDeficitForYear
Other$6,385OtherAmount
Total Adjustments6385TotalAdjustments
Excess Or Deficit Per FS-57635ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt10899TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments6385NetUnrealizedGainsInvestments
Revenue Not Rptd F9906385RevenueNotRptdF990
Revenue Subtotal4514RevenueSubtotal
Total Revenue Per Form9904514TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt68534TotExpensesEtcAuditedFinclStmt
Expenses Subtotal68534ExpensesSubtotal
Total Expenses Per Form99068534TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierXIIdentifier
Return Reference8ReturnReference
ExplanationUNREALIZED GAIN ON INVESTMENTS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1FIRST UNITARIAN CHURCH OF PORTLANDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11011 SW 12TH AVEAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97205ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient930406414EINOfRecipient
IRC Section501C3IRCSection
Amount Of Cash Grant48725AmountOfCashGrant
Purpose Of GrantRELIGIOUSPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990 Part VI11A COPY OF THE DRAFT OF FORM 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE AND FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
Form 990 Part XI5UNREALIZED GAINS ON INVESTMENTS
Form 990 Part VI Section B Line 11 A COPY OF THE DRAFT OF FORM 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE AND FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST. Form 990 Part XI Line 5 UNREALIZED GAINS ON INVESTMENTS