HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-27
IRS object ID
202641479349101024
Schema version
2025v4.1
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)
Return2026-05-27T18:29:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931042710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEFFEN MESHER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 SW FIFTH AVE SUITE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201362997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY RICHMOND LAND USE DEFENSE FUNDBusinessNameLine1Txt
Business Name Line2C/O AUBREY RUSSELLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOLUBusinessNameControlTxt
Phone5032928518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUBREY RUSSELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032928518PhoneNum
Signature2026-05-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN ANNANDPreparerPersonNm
PTINP01082656PTIN
Phone5032210141PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,846,459FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$518,324ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,767InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,767InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,362DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,362DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$199,189NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$377,482GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$199,189CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$729,642TotalRevAndExpnssAmt
Total Net Invst Incm$211,318TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,524OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,524OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,621OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,621OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,095TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,499TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,596TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,495TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,499TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$634,147ExcessRevenueOverExpensesAmt
Net Investment Income$205,819NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,262SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$295,598SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$295,598SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$45,462USGovernmentObligationsBOYAmt
US Government Obligations EOY$151,570USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$151,282USGovtObligationsEOYFMVAmt
Corporate Stock BOY$291,979CorporateStockBOYAmt
Corporate Stock EOY$319,575CorporateStockEOYAmt
Corporate Stock EOYFMV$359,097CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$38,430OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,077OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$892,405LandBldgEquipCostOrOtherBssAmt
Land BOY$892,405LandBOYAmt
Land EOY$892,405LandEOYAmt
Land EOYFMV$892,405LandEOYFMVAmt
Other Assets BOY$109,000OtherAssetsBOYAmt
Other Assets EOY$109,000OtherAssetsEOYAmt
Other Assets EOYFMV$109,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,374,108TotalAssetsBOYAmt
Total Assets EOY$1,806,578TotalAssetsEOYAmt
Total Assets EOYFMV$1,846,459TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,374,108RetainedEarningBOYAmt
Retained Earning EOY$1,806,578RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,374,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,806,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,374,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,806,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,374,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$634,147ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,008,255SubtotalAmt
Other Decreases$201,677OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,806,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COSTCOWHSLCORPNEW 115 SHARESD2024-12-272025-01-15$106,066$192$105,874$105,874
COSTCOWHSLCORPNEW 50 SHARESD2024-12-272025-01-17$46,967$83$46,884$46,884
COSTCOWHSLCORPNEW 25 SHARESD2024-12-272025-01-24$23,388$42$23,346$23,346
UNITEDAIRLINESHLDGS 40 SHARESP2023-10-242025-01-24$4,308$1,403$2,905$2,905
TRIUMPHGROUPINC 150 SHARESP2023-06-202025-02-03$3,776$1,823$1,953$1,953
TRIUMPHGROUPINC 25 SHARESP2023-06-202025-02-07$629$304$325$325
TRIUMPHGROUPINC 125 SHARESP2023-08-302025-02-07$3,145$1,169$1,976$1,976
COSTCOWHSLCORPNEW 25 SHARESD2024-12-272025-03-13$22,342$42$22,300$22,300
ALBERTSONSCOSHSCLASS 200 SHARESP2023-06-212025-04-03$4,605$4,268$337$337
AT&TINC 100 SHARESP2023-06-262025-05-01$2,763$1,552$1,211$1,211
FMCCORP 35 SHARESP2024-07-302025-05-01$1,341$2,032-$691-$691
FMCCORP 15 SHARESP2025-01-152025-05-01$575$801-$226-$226
O-IGLASSINC 175 SHARESP2023-06-222025-05-01$2,249$3,649-$1,400-$1,400
AT&TINC 50 SHARESP2023-06-262025-05-21$1,398$776$622$622
BOEINGCO 10 SHARESP2023-06-212025-05-21$2,081$2,116-$35-$35
COMERICAINC 25 SHARESP2023-06-212025-05-20$1,463$1,057$406$406
ENERGIZERHLDGSINCNEW 100 SHARESP2023-08-082025-05-20$2,410$3,202-$792-$792
FORDMTRCODEL 150 SHARESP2023-06-202025-05-21$1,618$2,130-$512-$512
O-IGLASSINC 50 SHARESP2023-06-202025-05-21$685$1,042-$357-$357
O-IGLASSINC 50 SHARESP2023-10-032025-05-21$685$806-$121-$121
ROLLS-ROYCEHOLDINGSPF 125 SHARESP2025-02-102025-05-21$1,366$946$420$420
ENOVIXCORP26WTS 57 SHARESP2025-07-212025-07-25$308$174$134$134
ROLLS-ROYCEHOLDINGSPF 100 SHARESP2025-02-102025-08-19$1,430$757$673$673
COMERICAINC 25 SHARESP2023-06-212025-08-28$1,767$1,057$710$710
CORNINGINC 25 SHARESP2023-06-212025-09-23$2,012$864$1,148$1,148
COMERICAINC 25 SHARESP2023-06-212025-10-06$1,991$1,057$934$934
COMERICAINC 25 SHARESP2025-01-152025-10-07$1,991$1,623$368$368
COMERICAINC 25 SHARESP2025-05-012025-10-07$1,991$1,368$623$623
ALASKAAIRGROUPINC 25 SHARESP2023-09-182025-10-23$1,180$975$205$205
CITIGROUPINC 25 SHARESP2025-04-212025-10-23$2,422$1,560$862$862
CVSHEALTHCORP 25 SHARESP2023-06-202025-10-23$2,024$1,718$306$306
DOWINC 150 SHARESP2025-01-152025-10-23$3,594$6,055-$2,461-$2,461
DOWINC 25 SHARESP2025-05-012025-10-23$599$762-$163-$163
ENOVIXCORP 100 SHARESP2023-07-062025-10-23$1,139$1,861-$722-$722
ENOVIXCORP 50 SHARESP2023-08-082025-10-23$570$889-$319-$319
FORDMTRCODEL 75 SHARESP2023-06-202025-10-23$929$1,065-$136-$136
ROLLS-ROYCEHOLDINGSPF 125 SHARESP2025-02-102025-10-23$1,856$946$910$910
FMCCORP 50 SHARESP2025-01-152025-11-03$716$2,670-$1,954-$1,954
FMCCORP 25 SHARESP2025-01-172025-11-03$358$1,345-$987-$987
FMCCORP 50 SHARESP2025-03-132025-11-03$716$2,029-$1,313-$1,313
FMCCORP 50 SHARESP2025-09-022025-11-03$716$1,911-$1,195-$1,195
LYONDELLBASELLINDUSTRF 25 SHARESP2023-06-232025-11-03$1,165$2,199-$1,034-$1,034
LYONDELLBASELLINDUSTRF 50 SHARESP2025-01-152025-11-03$2,330$3,798-$1,468-$1,468
ENERGIZERHLDGSINCNEW 50 SHARESP2025-03-132025-11-05$1,205$1,473-$268-$268
USTREASUNT4.625%03/26 10000 SHARESP2025-03-132025-11-05$10,029$10,055-$26-$26
USTREASURNT4.5%04/27 50000 SHARESP2025-09-042025-11-20$50,577$50,647-$70-$70
USTREASUNT5%08 50000 SHARESP2024-12-272025-09-02$50,000$50,000$0$0
UNILEVER PLCP2025-12-102025-12-10$7$7$7
FieldValueIRS element (for citing)
Capital Gain Net Income$199,189CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,861InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,861SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,861TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$787EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,787TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,926OverpaymentAmt
Applied To ES Tax$1,926AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAUBREY RUSSELLIndividualWithBooksNm
Phone5032951893PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AUBREY RUSSELL
4921 SW HEWETT BLVDPORTLANDOR97221PRESIDENT1.00$0$0$0
SARAH B RUSSELL
442 NW STATE STREETBENDOR97701VICE PRESIDENT0.50$0$0$0
CHRIS BECK
1430 SW ENGLEWOOD DRPORTLANDOR97034SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$359,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$413,323TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$413,323AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,200CashDeemedCharitableAmt
Net Vl Noncharitable Assets$407,123NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,356MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,356MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,861TaxBasedOnInvestmentIncomeAmt
Total Tax$2,861TotalTaxAmt
Distributable Before Adj$17,495DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,495DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,495DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,996QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,495DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$10,035ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,285TotalExcessDistributionCyovAmt
Qualifying Distributions$89,996QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,495AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,501RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$97,786TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$97,786ExcessDistriCyovToNextYrAmt
Excess From Year2$10,035ExcessFromYear2Amt
Excess From Year1$15,250ExcessFromYear1Amt
Excess From Current Year$72,501ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAUBREY RUSSELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5032928518RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line11000 FRIENDS OF OREGONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1340 SE 6TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97214ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusCd
Grant Or Contribution PurposeENVIRONMENTAL EDUCATION AND CONSERVATIONGrantOrContributionPurposeTxt
Amt$82,400Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,767ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,362ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$199,189ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$211,318ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$211,318TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE HERBERT A TEMPLETON FOUNDATION
1650 S GAINS STREET 1102PORTLANDOR97239$500,000Yes (X)
RUTH B RICHMOND IRA
27000 STAR MOORING LANENEWBERGOR97132$14,824Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,950Amt
Net Investment Income$2,975NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
25 SHARES THE MAGNUM ICE CREAM C F$408$396
100 SHARES CISCO SYSTEMS INC$2,423$7,703
50 SHARES CITIGROUP INC$3,119$5,835
100 SHARES CORNING INC$3,958$8,756
125 SHARES GENERAL MOTORS CO$4,264$10,165
35 SHARES JOHNSON & JOHNSON$5,157$7,243
35 SHARES ABBVIE INC$6,360$7,997
50 SHARES ALLSTATE CORP$8,146$10,408
100 SHARES UNITED AIRLINES HLDGS$8,308$11,182
30 SHARES TRAVELERS COS INC$8,700$8,702
750 SHARES FORD MOTOR CORP$9,086$9,840
225 SHARES BANK OF AMERICA CORP$9,206$12,375
100 SHARES MERCK & CO$9,693$10,526
150 SHARES SHELL PLC$9,912$11,022
40 SHARES FEDEX CORP$10,104$11,554
900 SHARES ROLLSROYCE HOLDINGS P F$10,615$14,148
350 SHARES BP P L C$10,886$12,155
1250 SHARES ENOVIX CORP$11,276$9,138
900 SHARES O-I GLASS INC$12,021$13,284
900 SHARES JBS N V$12,211$12,978
175 SHARES CVS HEALTH CORP$12,994$13,888
300 SHARES LYONDELLBASELL INDS$13,973$12,990
625 SHARES AT&T INC$14,283$15,525
300 SHARES GENERAL MILLS INC$14,634$13,950
250 SHARES TYSON FOODS INC$14,762$14,655
225 SHARES UNILEVER PLC$14,831$14,715
300 SHARES ALASKA AIR GROUP INC$14,914$15,090
100 SHARES CHEVRON CORP NEW$14,968$15,241
75 SHARES BOEING CO$15,291$16,284
400 SHARES VERIZON COMMUNICATIONS$15,600$16,292
1000 SHARES GRAPHIC PACKAGING HLDG$17,472$15,060

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$151,570USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$151,282USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
75 SHARES VANGUARD HIGH DIVIDENDAT COST$9,603$10,764
500 SHARES BRIXMOR PPTY GROUP INCAT COST$12,862$13,110
750 SHARES KIMCO RLTY CORPAT COST$15,965$15,203

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEASEMENT FOR TRAILDesc
BOY Book Value$109,000BOYBookValueAmt
EOY Book Value$109,000EOYBookValueAmt
EOYFMV$109,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX BASIS DIFFERENCE ON DONATED STOCKDesc
Amt$201,677Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$50$0$50
PROPERTY TAXES$2,809$0$2,809
INSURANCE$1,359$0$1,359
UTILITIES$205$0$205
STATE TAXES$198$0$198

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$2,524Amt
Net Investment Income$2,524NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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