BOLLER-THOMAS FOUNDATION OF OREGON: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOLLER-THOMAS FOUNDATION OF OREGON (EIN 93-1162268)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349100235
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T09:01:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931162268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLER THOMAS FOUNDATION OF OREGON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOLL | BusinessNameControlTxt |
| Phone | 8882657962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64193 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8882657962 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $527,651 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,826 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,169 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,477 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $497 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,305 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $406,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $424,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $503,865 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $496 | OtherAssetsBOYAmt |
| Other Assets EOY | $481 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $481 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $426,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $527,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $426,673 | CapitalStockBOYAmt |
| Capital Stock EOY | $447,900 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $426,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $448,053 | SubtotalAmt |
| Other Decreases | $153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 73.286 AMERICAN BEACON STEPHENS MID CAP GR | 2024-11-26 | 2025-04-30 | $2,671 | $3,104 | -$433 | -$433 | |
| 410.06 AMERICAN BEACON STEPHENS MID CAP GR | 2024-04-29 | 2025-04-30 | $14,943 | $15,000 | -$57 | -$57 | |
| 21. ISHARES RUSSELL MIDCAP VALUE ETF | 2024-11-26 | 2025-04-30 | $2,528 | $2,929 | -$401 | -$401 | |
| 124. ISHARES RUSSELL MIDCAP VALUE ETF | 2024-04-29 | 2025-04-30 | $14,930 | $14,996 | -$66 | -$66 | |
| 21. ISHARES RUSSELL MID CAP ETF | 2024-11-26 | 2025-04-30 | $1,730 | $1,997 | -$267 | -$267 | |
| 246. ISHARES RUSSELL MID CAP ETF | 2024-04-29 | 2025-04-30 | $20,270 | $19,944 | $326 | $326 | |
| 85. ISHARES RUSSELL 2000 ETF | 2024-04-29 | 2025-04-30 | $16,261 | $17,026 | -$765 | -$765 | |
| 64. ISHARES CORE MSCI EAFE ETF | 2024-04-29 | 2025-04-30 | $4,991 | $4,661 | $330 | $330 | |
| 30. ISHARES CORE MSCI EMERGING MKTS ETF | 2018-11-15 | 2025-04-30 | $1,616 | $1,728 | -$112 | -$112 | |
| 3022.039 WESTERN ASSET INCOME IS | 2024-11-26 | 2025-04-30 | $15,080 | $15,200 | -$120 | -$120 | |
| 203. ISHARES CORE U.S. AGGREGATE BOND ETF | 2023-12-27 | 2025-08-08 | $20,072 | $20,140 | -$68 | -$68 | |
| 17. ISHARES MSCI EAFE VALUE ETF | 2024-04-29 | 2025-08-08 | $1,117 | $922 | $195 | $195 | |
| 28. ISHARES CORE MSCI EMERGING MKTS ETF | 2018-11-15 | 2025-08-08 | $1,718 | $1,381 | $337 | $337 | |
| 23.991 VANGUARD EQUITY INCOME ADM | 2012-03-26 | 2025-08-08 | $2,266 | $1,198 | $1,068 | $1,068 | |
| 23. ISHARES CORE MSCI EMERGING MKTS ETF | 2018-11-15 | 2025-11-21 | $1,503 | $1,135 | $368 | $368 | |
| 232.663 PRICE T ROWE GROWTH STK FD INC | 2012-04-30 | 2025-11-21 | $27,619 | $10,191 | $17,428 | $17,428 | |
| 249.482 VANGUARD EQUITY INCOME ADM | 2012-03-26 | 2025-11-21 | $24,464 | $12,458 | $12,006 | $12,006 | |
| 19. ISHARES MSCI EAFE VALUE ETF | 2024-04-29 | 2025-12-04 | $1,347 | $1,030 | $317 | $317 | |
| 20. ISHARES CORE MSCI EAFE ETF | 2024-04-29 | 2025-12-04 | $1,788 | $1,457 | $331 | $331 | |
| 18. ISHARES CORE MSCI EMERGING MKTS ETF | 2024-11-26 | 2025-12-04 | $1,206 | $973 | $233 | $233 | |
| 389. SCHWAB U S TIPS ETF | 2025-08-08 | 2025-12-04 | $10,389 | $10,392 | -$3 | -$3 | |
| 13. VANGUARD TOTAL WORLD STOCK INDEX ETF | 2024-11-26 | 2025-12-04 | $1,837 | $1,572 | $265 | $265 | |
| 27. VANGUARD RUSSELL 2000 INDEX FUND ETF | 2025-08-08 | 2025-12-04 | $2,755 | $2,406 | $349 | $349 | |
| 13. VANGUARD MID CAP ETF | 2025-11-21 | 2025-12-04 | $3,814 | $3,671 | $143 | $143 | |
| 9.473 VANGUARD 500 INDEX ADMIRAL | 2019-08-14 | 2025-12-04 | $6,007 | $2,489 | $3,518 | $3,518 | |
| 7. ISHARES MSCI EAFE VALUE ETF | 2024-04-29 | 2025-12-11 | $503 | $379 | $124 | $124 | |
| 13. ISHARES CORE MSCI EAFE ETF | 2024-04-29 | 2025-12-11 | $1,172 | $947 | $225 | $225 | |
| 14. ISHARES CORE MSCI EMERGING MKTS ETF | 2024-11-26 | 2025-12-11 | $942 | $757 | $185 | $185 | |
| 10. VANGUARD RUSSELL 2000 INDEX FUND ETF | 2025-08-08 | 2025-12-11 | $1,034 | $891 | $143 | $143 | |
| 7. VANGUARD MID CAP ETF | 2025-04-30 | 2025-12-11 | $2,074 | $1,914 | $160 | $160 | |
| 14.031 VANGUARD 500 INDEX ADMIRAL | 2019-08-14 | 2025-12-11 | $8,957 | $3,686 | $5,271 | $5,271 | |
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $796 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $696 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $47 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8882657962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LIVINGSTON AVE | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MIKE LOMBARD | ||||||
| C/O US BANK NA PO BOX 64193 | EAGAN | MN | 55164 | DIRECTOR | 1 | $0 |
| PAUL DEMURA-DEVORE | ||||||
| C/O US BANK NA PO BOX 64193 | EAGAN | MN | 55164 | DIRECTOR | 1 | $0 |
| MARY J DEVORE | ||||||
| C/O US BANK NA PO BOX 64193 | EAGAN | MN | 55164 | DIRECTOR | 1 | $0 |
| US BANK N A | ||||||
| PO BOX 64193 | EAGAN | MN | 55164 | TRUSTEE | 1 | $4,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $496,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $513,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $513,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $505,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $743 | TotalTaxAmt |
| Distributable Before Adj | $24,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $31,376 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,615 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,841 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,674 | 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 | $3,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,367 | ExcessFromYear4Amt |
| Excess From Year3 | $2,900 | ExcessFromYear3Amt |
| Excess From Year2 | $1,951 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $6,841 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL DEVORE BOLLER-THOMAS FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 ESSEX COURT | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032755923 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOLLER THOMAS FOUNDATION OF OREGON GRANTS MONEY TO 501(C)3 CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY OUTREACH | |||||||
| 17 E 4TH ST | GERALD | MO | 63037 | NONE | PC | GENERAL OPERATING | $1,185 |
| GIRLS ON THE RUN OF SILICON VALLEY | |||||||
| PO BOX 510 | LOS GATOS | CA | 95031 | NONE | PC | GENERAL OPERATING | $1,777 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING | $1,620 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $177 |
| SOUTH CORVALLIS FOOD BANK | |||||||
| 1800 SW 3RD ST STE 110 | CORVALLIS | OR | 973331298 | NONE | PC | GENERAL OPERATING | $1,000 |
| FAMILY PROMISE OF HAWAII | |||||||
| 245 N KUKUI ST | HONOLULU | HI | 968173921 | NONE | PC | GENERAL OPERATING | $1,500 |
| AKRON CHRISTIAN REFORM CHURCH | |||||||
| 50 MARSHALL AVE | AKRON | OH | 44303 | NONE | PC | GENERAL OPERATING | $10,031 |
| UNITED CHURCH OF CHRIST TRANSITION HOUSE | |||||||
| PO BOX 11885 | HONOLULU | HI | 96828 | NONE | PC | GENERAL OPERATING | $1,000 |
| FAITHHILL CHURCH | |||||||
| 1999 HARRISON STREET 18TH FLOOR | OAKLAND | CA | 946123520 | NONE | PC | GENERAL OPERATING | $1,777 |
| NAGOMI FOSTER HOMES | |||||||
| 4475 WAHINEKOA PL | HONOLULU | HI | 968211143 | NONE | PC | GENERAL OPERATING | $814 |
| SAVE THE MANATEE CLUB | |||||||
| 317 WEKIVA SPRINGS RD | LONGWOOD | FL | 32779 | NONE | PC | GENERAL OPERATING | $250 |
| INTERFAITH FOOD MINISTRY | |||||||
| 440 HENDERSON ST | GRASS VALLEY | CA | 95945 | NONE | PC | GENERAL OPERATING | $750 |
| THE CARING PLACE | |||||||
| PO BOX 121 | GEORGETOWN | TX | 78627 | NONE | PC | GENERAL OPERATING | $1,185 |
| HUSHABYE NURSERY | |||||||
| 2473 S HIGLEY RD STE 104 | GILBERT | AZ | 852951103 | NONE | PC | GENERAL OPERATING | $600 |
| SPILL THE TEA CAFE | |||||||
| PO BOX 22153 | HONOLULU | HI | 96823 | NONE | PC | GENERAL OPERATING | $200 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 857210111 | NONE | PC | GENERAL OPERATING | $1,000 |
| HEARTLAND HUMANE SOCIETY | |||||||
| PO BOX 1184 | CORVALLIS | OR | 973391184 | NONE | PC | GENERAL OPERATING | $300 |
| PALESTINE CHILDRENS RELIEF FUND | |||||||
| 2600 W OLIVE AVE SUITE 543 | BURBANK | CA | 915054549 | NONE | PC | GENERAL OPERATING | $250 |
| UCSF BENIOFF CHILDREN'S HOSPITALS FDN | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | GENERAL OPERATING | $1,280 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | PC | GENERAL OPERATING | $1,000 |
| IHS THE INSTITUTE FOR HUMAN SERVICES INC | |||||||
| 546 KAAAHI ST | HONOLULU | HI | 968174630 | NONE | PC | GENERAL OPERATING | $1,000 |
| HAWAII HEALTH & HARM REDUCTION CENTER | |||||||
| 677 ALA MOANA BLVD 226 | HONOLULU | HI | 96813 | NONE | PC | GENERAL OPERATING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,196 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,595 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 74440B884 PGIM TOTAL RETURN BO | AT COST | $50,056 | $46,841 |
| 921921300 VANGUARD EQUITY INCO | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $26,674 | $35,426 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $64,795 | $107,413 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $22,877 | $30,451 |
| 464287226 ISHARES CORE U.S. AG | AT COST | $45,561 | $46,444 |
| 024524217 AMERICAN BEACON STEP | |||
| 03463K406 ANGEL OAK MULTI STRA | AT COST | $15,146 | $15,643 |
| 04314H568 ARTISAN HIGH INCOME | AT COST | $20,293 | $20,923 |
| 464287432 ISHARES 20 YEAR TREA | AT COST | $5,155 | $5,055 |
| 464287473 ISHARES RUSSELL MIDC | |||
| 464287499 ISHARES RUSSELL MID | |||
| 464287655 ISHARES RUSSELL 2000 | |||
| 464288877 ISHARES MSCI EAFE VA | AT COST | $11,581 | $15,282 |
| 52470V822 WESTERN ASSET INCOME | |||
| 52471E258 CLEARBRIDGE INTERNAT | AT COST | $12,000 | $14,052 |
| 741479406 PRICE T ROWE GROWTH | |||
| 808524847 SCHWAB US REIT ETF | AT COST | $14,287 | $15,375 |
| 861728400 STONE RIDGE HY REINS | AT COST | $19,856 | $19,382 |
| 922042742 VANGUARD TOTAL WORLD | AT COST | $23,298 | $25,955 |
| 56064L298 NYLI CBRE GLOBAL INF | AT COST | $10,402 | $10,559 |
| 72201F490 PIMCO INCOME FUND IN | AT COST | $10,450 | $10,450 |
| 92206C664 VANGUARD RUSSELL 200 | AT COST | $15,416 | $19,605 |
| 922908629 VANGUARD MID CAP ETF | AT COST | $56,267 | $65,009 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| ACCURED INCOME | $0 | $0 | |
| 000000000 MISCELLANEOUS ENTRY | $481 | $481 | $496 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $152 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE/TAX | Desc |
| Revenue And Expenses Per Books | $183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $128 | $128 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $445 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $696 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $92 | $92 | $0 |