PETER R MARSH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETER R MARSH FOUNDATION (EIN 20-1524353)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-11
- IRS object ID
- 201202859349100215
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-11T16:58:16-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930504742 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK W OLDS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 SW SIXTH AVENUE SUITE 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201524353 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETE | NameControl |
| Phone | 3604486050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SE TECH CENTER DRIVE NO 160 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98683 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETE MARSH | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 3604486096 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY R MALZAHN | Name |
| PTIN | P00844927 | PTIN |
| Phone | 5032264541 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1996811 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 38 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 78035 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78035 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 39140 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1489018 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 39140 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 117213 | TotalRevenueAndExpenses |
| Total Net Investment Income | 117213 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 9377 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 12180 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2796 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 19 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9366 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3902 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 41738 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3902 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 413500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 413500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 455238 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3902 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 413500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -338025 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 113311 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 326427 | CashBOY |
| Cash EOY | 401281 | CashEOY |
| Cash EOYFMV | 401281 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1502665 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 623480 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1713266 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1595530 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2452572 | TotalAssetsBOY |
| Total Assets EOY | 2114547 | TotalAssetsEOY |
| Total Assets EOYFMV | 1996811 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2452572 | RetainedEarningsBOY |
| Retained Earnings EOY | 2114547 | RetainedEarningsEOY |
| Total Net Assets BOY | 2452572 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2114547 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2452572 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2114547 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2452572 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -338025 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2114547 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2114547 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| GLAXO SMITH KLINE PLC | P | 2010-11-11 | 2011-04-26 | 39538 | 37733 | 1805 | 1805 |
| ALCOA | P | 2008-10-01 | 2011-04-26 | 57664 | 49753 | 7911 | 7911 |
| BANK OF AMERICA | P | 2009-12-15 | 2011-04-26 | 24676 | 30635 | -5959 | -5959 |
| CHEVERON | P | 2009-07-08 | 2011-04-26 | 64880 | 37786 | 27094 | 27094 |
| CIGNA CORP | P | 2008-05-07 | 2011-04-26 | 22634 | 20529 | 2105 | 2105 |
| EXELON CORP | P | 2010-04-19 | 2011-04-26 | 41366 | 43538 | -2172 | -2172 |
| GENL ELECTRIC CO | P | 2008-05-15 | 2011-04-26 | 80680 | 88535 | -7855 | -7855 |
| GLAXO SMITH KLINE PLC | P | 2008-05-07 | 2011-04-26 | 58267 | 55750 | 2517 | 2517 |
| INTEL | P | 2010-01-15 | 2011-04-26 | 22378 | 21129 | 1249 | 1249 |
| INTL PAPER CO | P | 2008-05-07 | 2011-04-26 | 60276 | 51560 | 8716 | 8716 |
| LILLY ELI & CO | P | 2009-10-21 | 2011-04-26 | 44084 | 40440 | 3644 | 3644 |
| MERK & CO INC | P | 2009-09-24 | 2011-04-26 | 35096 | 30958 | 4138 | 4138 |
| MICROSOFT CORP | P | 2010-02-04 | 2011-04-26 | 39285 | 41835 | -2550 | -2550 |
| PFIZER INC | P | 2008-05-09 | 2011-04-26 | 80683 | 73300 | 7383 | 7383 |
| BLACKROCK EQUITY | P | 2011-06-13 | 2011-11-08 | 50000 | 50028 | -28 | -28 |
| CLEARBRIDGE ENERGY FUND | P | 2011-06-15 | 2011-11-10 | 50010 | 49231 | 779 | 779 |
| OPPENHEIMER DEVELOPING MKS | P | 2011-06-13 | 2011-11-08 | 50000 | 54735 | -4735 | -4735 |
| NEUBERGER BERMAN STRAT INC | P | 2011-06-13 | 2011-11-08 | 135850 | 136343 | -493 | -493 |
| PIMCO LOW DURATION FUND D | P | 2011-06-13 | 2011-11-08 | 135850 | 137681 | -1831 | -1831 |
| PIMCO UNCONSTRAINED BOND D | P | 2011-06-13 | 2011-11-08 | 343605 | 347354 | -3749 | -3749 |
| PIMCO GLOBAL MULTI ASSET D | P | 2011-06-13 | 2011-11-08 | 50000 | 51025 | -1025 | -1025 |
| CAPITAL GAINS DIVIDENDS | P | 2196 | 2196 | 2196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 39140 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 120685 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2390865 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050478 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 451394 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2608167 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.173069 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 218998 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2968523 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073773 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 109665 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3096728 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035413 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118594 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2073334 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057200 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.389933 | TotalDistributionRatio |
| Average Distribution Ratio | 0.077987 | AverageDistributionRatio |
| Net Noncharitable Assets | 2408340 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 187819 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1133 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 188952 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 413500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1133 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1133 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1133 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1240 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1200 | TaxPaidWithExtension |
| Total Credits And Payments | 2440 | TotalCreditsAndPayments |
| Overpayment | 1307 | Overpayment |
| Amount Credited To Next Year | 1307 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | PRMFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3604486050 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SE TECH CENTER DRIVE 160 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| PETER R MARSH | |||||||||
| 3307 EVERGREEN WAY SUITE 707 BOX | 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | 0 | 0 | 0 |
| BARBARA JO MARSH | |||||||||
| 3307 EVERGREEN WAY SUITE 707 BOX | 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | 0 | 0 | 0 |
| CINDY ROBERT | |||||||||
| 15784 SW COLYER WAY | TIGARD | OR | 97224 | SECRETARY | 0.00 | 0 | 0 | 0 | |
| R RUSSELL WALKER | |||||||||
| 1101 SE TECH CENTER DRIVE 160 | VANCOUVER | WA | 98663 | TREASURER | 0.00 | 0 | 0 | 0 | |
| BYRON VAN KLEY | |||||||||
| 3619 NW 8TH CT | CAMAS | WA | 98607 | DIRECTOR | 0.00 | 0 | 0 | 0 | |
| THOMAS O REESE | |||||||||
| 17776 NW GILBERT LANE | PORTLAND | OR | 97229 | CHAIRMAN | 0.00 | 0 | 0 | 0 | |
| LINDA MADSEN | |||||||||
| 1101 SE TECH CENTER DRIVE 160 | VANCOUVER | WA | 98663 | PROGRAM COORDINATOR | 40.00 | 9377 | 0 | 0 | |
| JACK SCHWARTZ | |||||||||
| 111 SW FIFTH AVE SUITE 3400 | PORTLAND | OR | 97204 | DIRECTOR | 0.00 | 0 | 0 | 0 | |
| JOHN UPTON | |||||||||
| 1200 NW NAITO PARKWAY SUITE 110 | PORTLAND | OR | 97209 | DIRECTOR | 0.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1404497 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1040518 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2445015 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2445015 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36675 | CashDeemedCharitable |
| Net Noncharitable Assets | 2408340 | NetNoncharitableAssets |
| Minimum Investment Return | 120417 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 120417 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1133 | TaxBasedOnInvestmentIncome |
| Total Tax | 1133 | TotalTax |
| Distributable Amount Before Adj | 119284 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 119284 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 119284 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 413500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 413500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1133 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 412367 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 119284 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 413500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 119284 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 294216 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 294216 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 294216 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 294216 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER R MARSH | ContributingManager |
| Shareholder Manager | PETER R MARSH | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MARYLHURST UNIVERSITY | |||||||
| 17600 PACIFIC HIGHWAY | MARYLHURST | OR | 97036 | NONE | PUBLIC CHARITY | SPEAKER HONORARIA | $6,000 |
| Y GOD INSTITUTE | |||||||
| 1101 SE TECH CENTER DRIVE 160 | VANCOUVER | WA | 98638 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSE OF CHARITY | $407,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 413500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,035 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $39,140 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $117,213 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 117213 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $8,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Y GOD INSTITUTE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SE TECH CENTER DR STE 160 | AddressLine1 |
| City | VANCOUVER | City |
| State | WA | State |
| ZIP Code | 98683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2011-12-28 | GrantDate |
| Grant | $407,500 | GrantAmount |
| Grant Purpose | GENERAL OPERATING EXPENSES, KING'S COLLEGE PRESIDENTIAL SCHOLAR PROGRAM AND A DVD CURRICULUM PROJECT | GrantPurpose |
| Amount Expended By Grantee | 81552 | AmountExpendedByGrantee |
| Any Diversion By Grantee | NONE | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | MAY 3,2012 | DatesOfReportsByGrantee |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 1713266 | EOYBookValue |
| EOYFMV | 1595530 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $12,180 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE | 125 | 0 | 0 |
| INSURANCE | 1974 | 0 | 0 |
| INVESTMENT FEES | 3902 | 3902 | 0 |
| WEB DEVELOPMENT | 255 | 0 | 0 |
| PAYROLL PROCESSING | 1784 | 0 | 0 |
| PROFESSIONAL ORGANIZATIONS | 250 | 0 | 0 |
| STORAGE | 960 | 0 | 0 |
| WORKERS COMP INS | 116 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FED FORM 990 PF | $1,651 | 0 | 0 |
| OREGON DEPT OF JUSTICE | $290 | 0 | 0 |
| PAYROLL | $781 | 0 | 0 |
| PERSONAL PROPERTY TAX | $74 | 0 | 0 |