BRAEMAR CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRAEMAR CHARITABLE TRUST (EIN 93-6272124)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-13
- IRS object ID
- 202400449349100730
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T15:55:49-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930418710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS ROAD NO 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936272124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAEMAR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAE | BusinessNameControlTxt |
| Phone | 5032860685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA B COX | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5032860685 | PhoneNum |
| Signature | 2024-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | COX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLIS CPA | PreparerPersonNm |
| PTIN | P00853258 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Preparation | 2024-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,322,102 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,352,013 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $730,007 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $730,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,450,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,149,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $797,012 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $155,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $155,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,478 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,585 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,663 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $238,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,647 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,647 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,184,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,109,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,964,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $737,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,518 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,853,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,394,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,732,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,758,818 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,166,684 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,220,494 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $105,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $105,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $105,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $169,310 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,901,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,865,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,322,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,444,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,444,431 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$543,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,421,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,901,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,865,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,901,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,865,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,901,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,964,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,865,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,865,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,390,946 | $2,388,176 | $2,770 | $2,770 | |
| CAPITAL GAINS DIVIDENDS | $59,147 | $59,147 | $59,147 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,541 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,541 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,286 | OverpaymentAmt |
| Applied To ES Tax | $2,286 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TRUSTMANAGEMENTSERVICES.NET | WebsiteAddressTxt |
| Individual With Books | MARTHA B COX | IndividualWithBooksNm |
| Phone | 5032860685 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA B COX | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MELANIE ANN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG SNYDER | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRUST MANAGEMENT SERVICES LLC | ||||||||
| 5 N HWY 100 PMB 204 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 5.00 | $0 | $0 | $0 |
| MARY C BIRD | ||||||||
| 5 N HWY 100 PMB 204 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 5.00 | $155,000 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,268,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $496,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,310 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,934,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,934,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $404,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,530,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,326,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,326,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,255 | TotalTaxAmt |
| Distributable Before Adj | $1,316,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,316,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,316,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,109,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,109,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,316,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,126,466 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,109,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,109,960 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $16,506 | Taxable2Amt |
| Undistributed Income CY | $1,316,292 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUST MANAGEMENT SERVICES LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 N HWY 100 PMB 204 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9714083912 | RecipientPhoneNum |
| Recipient Email Address | INFO@TRUSTMANAGEMENTSERVICES.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION MUST BE IN WRITING; SUBMIT PROOF OF TAX EXEMPT STATUS AND CONFIRM THE APPLICANT IS NOT A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION AS REPORTED ON FORM 990, SCHEDULE A, LINE 12; COPY OF BY-LAWS AND CONSTITUTION; COPY OF CURRENT FINANCIAL STATEMENTS; STATEMENT OF SPECIFIC ENDEAVOR; RECORD OF PRIOR RESULTS OF SIMILAR EFFORTS; AND OTHER INFORMATION TAX EXEMPT ORGANIZATION CONSIDERS PERTINENT. SEE TRUSTMANAGEMENTSERVICES.NET FOR COMPLETE APPLICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY; SEE TRUSTMANAGEMENTSERVICES.NET FOR ALL DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO TAX-EXEMPT ORGANIZATIONS WITHIN OREGON. GENERALLY THE MAXIMUM GRANT IS $15,000. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABUSE RECOVERY MINISTRY SERVICES | ||||||
| PO BOX 663 | HILLSBORO | OR | 97123 | PC | TO PROVIDE FREE EDUCATIONAL RECOVERY SERVICES TO VICTIMS OF DOMESTIC VIOLENCE | $10,000 |
| AIRWAY SCIENCE FOR KIDS | ||||||
| 3710 N MISSIPPI AVE | PORTLAND | OR | 97227 | PC | TO SUPPORT IMPROVEMENT TO THE ACCESS PROGRAM | $15,000 |
| ARCH CAPEFALCON COVE BEACH COMMUNITY CLUB | ||||||
| 97929 NE HWY 101 | ARCH CAPE | OR | 97201 | PC | TO PURCHASE EMERGENCY CACHES, COMMUNICATION SYSTEMS AND PROVIDE EMERGENCY INFO FOR THE COMMUNITY | $5,000 |
| ARTS COUNCIL OF PENDLETON DBA PENDLETON CENTER FOR THE ARTS | ||||||
| 214 N MAIN ST | PENDLETON | OR | 97801 | PC | TO SUPPORT ART EDUCATION AND EXPERIENCES FOR 1,200 YOUTH | $10,000 |
| ATHENA'S GEM | ||||||
| PO BOX 85 | ATHENA | OR | 97813 | PC | TO SUPPORT THE PURCHASE OF PRODUCTION MATERIALS FOR THE INITIAL THEATRE PRODUCTION CLASS | $8,785 |
| BRIGHT HORIZONS THERAPEUTIC RIDING CENTER | ||||||
| 1925 E LOGSDEN RD | SILETZ | OR | 97380 | PC | TO SUPPORT FUNDING FOR SCHOLARSHIPS AND HORSE MAINTENANCE | $10,000 |
| BUILDING HEALTHY FAMILIES | ||||||
| 207 NE PARK ST | ENTERPRISE | OR | 97828 | PC | TO SUPPORT THE CONTINUATION OF THE BOOKS AND BABIES PROGRAM | $15,000 |
| CAPPELLA ROMANA | ||||||
| 1210 SW 12TH AVE | PORTLAND | OR | 97205 | PC | TO SUPPORT "A UKRAINIAN WEDDING" ACAPPELLA PRESENTATION BY WOMEN'S VOICES IN MAY 2023 | $5,000 |
| CASA FOR CHILDREN INC | ||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | PC | TO RECRUIT, TRAIN AND SUPPORT CASA VOLUNTEERS | $15,000 |
| CASA FOR CLACKAMAS COUNTY | ||||||
| 421 HIGH ST STE 108 | OREGON CITY | OR | 97045 | PC | TO PROVIDE DIRECT PROGRAM COSTS TO PROVIDE CASA SERVICES TO 7 YOUTH FOR ONE YEAR | $10,000 |
| CASA FOR POLK COUNTY | ||||||
| 580 MAIN ST STE D | DALLAS | OR | 97338 | PC | TO SUPPORT COSTS FOR A VOLUNTEER COORD. TO RECRUIT, TRAIN, SUPERVISE AND SUPPORT CASAS | $15,000 |
| CASA OF EASTERN OREGON INC | ||||||
| 2024 MAIN ST | BAKER CITY | OR | 97814 | PC | TO SUPPORT THE RECRUITMENT, TRAINING AND RETENTION OF CASA VOLUNTEERS | $35,000 |
| CASCADES WEST COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1400 QUEEN AVE SE STE 206 | ALBANY | OR | 97332 | PC | TO SUPPORT FOOD COSTS FOR MOW IN TOLEDO AND SILETZ | $10,000 |
| CENTRAL COAST CHORALE | ||||||
| PO BOX 1587 | WALDPORT | OR | 97394 | PC | TO SUPPORT PUBLIC SING-ALONGS AND EDUCATIONAL WORKSHOPS IN NEWPORT HS AND MS | $5,000 |
| CHEHALEM VALLEY BMX | ||||||
| P O BOX 245 | NEWBERG | OR | 97132 | PC | TO CREATE A YEAR-ROUND RACING SURFACE, TO REACH OUT TO UNDERSERVED POPULATIONS (GIRLS) | $8,000 |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | PC | TO SUPPORT BUILDING A PLAYGROUND FOR 3 - 6 GRADE STUDENTS | $15,000 |
| CROSSROADS CARNEGIE ART CENTER | ||||||
| 2020 AUBURN AVE | BAKER CITY | OR | 97814 | PC | TO SUPPORT THE EXPANSION OF THE CUSTOMIZED ARTSPEAL PROGRAMS IN SCHOOLS | $15,000 |
| EASTERN OREGON REGIONAL ARTS COUNCIL INC DBA ART CENTER EAST | ||||||
| P O BOX 541 | LA GRANDE | OR | 97850 | PC | TO SUPPORT YOUTH EDUCATION PROGRAMMING | $15,000 |
| EXCEED ENTERPRISES | ||||||
| 5285 SE MALLARD WAY | MILWAUKIE | OR | 97222 | PC | TO PROVIDE FUNDING FOR THE PURCHASE OF VANS TO TRANSPORT CLIENTS TO COMMUNITY ACTIVITIES | $15,000 |
| FAMILY JUSTICE CENTER OF WASHINGTON COUNTY | ||||||
| 735 SW 158TH AVE | BEAVERTON | OR | 97006 | PC | TO SUPPORT FAMILY SUPPORT SERVICES (TRAUMA INFORMED CHILDCARE) | $15,000 |
| FOUR RIVERS CULTURAL CENTER | ||||||
| 676 SW 5TH AVE | ONTARIO | OR | 97914 | PC | TO SUPPORT THE CHILDREN'S COMMUNITY THEATRE PROGRAM | $11,000 |
| FRIENDS OF SATURDAY ACADEMY | ||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | PC | TO FUND A TERM OF STEAM AFTERSCHOOL CLASSES FOR GRADES 2 - 12 | $15,000 |
| FRIENDS OF THE CHILDREN | ||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | PC | TO PROVIDE FUNDING FOR EIGHT MENTORS | $10,000 |
| FRIENDS OF THE DALLAS PUBLIC LIBRARY | ||||||
| 950 MAIN ST | DALLAS | OR | 97338 | PC | TO SUPPORT THE PURCHASE OF EQUIPMENT AND LIBRARY MATERIALS | $10,000 |
| FRIENDS OF THE MCMINNVILLE PUBLIC LIBRARY | ||||||
| 225 NW ADAMS ST | MCMINNVILLE | OR | 97128 | PC | TO SUPPORT THE SUMMER FUN PROGRAM PARTNERSHIP BETWEEN THE LIBRARY AND PARKS & REC | $15,000 |
| FRIENDS OF THE WALDPORT PUBLIC LIBRARY | ||||||
| 460 HEMLOCK | WALDPORT | OR | 97394 | PC | TO PROVIDE FUNDING FOR THE SUMMER READING PROGRAM | $6,100 |
| FRIENDS OF THE YACHATS LIBRARY | ||||||
| P O BOX 473 | YACHATS | OR | 97498 | PC | TO PURCHASE EBOOKS, BOOKS ON CD AND PROVIDE MEMBERSHIP IN LIBRARY2GO | $11,290 |
| FRIENDS OF YAQUINA LIGHTHOUSES | ||||||
| 750 NW LIGHTHOUSE DR STE 7 | NEWPORT | OR | 97365 | PC | TO SUPPORT THE TIDEPOOL GUIDE LEADERSHIP PROGRAM | $8,000 |
| IMPACT NW | ||||||
| 10055 E BURNSIDE | PORTLAND | OR | 97292 | PC | TO PROVIDE 60 REUSABLE ENVIRONMENTAL SCIENCE KITS FOR 750 KIDS | $15,000 |
| JESTER EDUCATIONAL THEATER | ||||||
| 4038 SE MALL STREET | PORTLAND | OR | 97202 | PC | TO SUPPORT PRODUCTION AND PRESENTATION OF THE ORIGINAL PLAY, "THE REVOLUTIONARY REVUE" TO TEN OREGON GRADE SCHOOLS | $5,000 |
| JOSEPH CENTER FOR THE ARTS AND CULTUREHAUNT CAMP | ||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | TO PROVIDE FUNDING FOR A 25-WEEK VISUAL AND PERFORMANCE ART WORKSHOP FOR TEENS | $15,000 |
| KINDRED PARTNERS | ||||||
| PO BOX 2241 | BEAVERTON | OR | 97075 | PC | TO SUPPORT THE SAFE FAMILIES FOR CHILDREN PROGRAM | $13,240 |
| LINCOLN CITY CULTURAL CENTER | ||||||
| 540 NE HWY 101 | LINCOLN CITY | OR | 97367 | PC | TO EXPAND THE ARTS EXPLORATION PROGRAM TO INCLUDE ALL LC PUBLIC SCHOOL CLASSES GRADES 1 - 6 | $10,125 |
| LINCOLN CITY HISTORICAL SOCIETY | ||||||
| 545 SW 9TH ST | NEWPORT | OR | 97365 | PC | TO PROVIDE ULTRAVIOLET WINDOW SHADES ON 26 WINDOWS AT THE PACIFIC MARITIME HERITAGE MUSEUM | $10,000 |
| MADE TO THRIVE | ||||||
| 295 E MAIN ST STE 1-W | HERMISTON | OR | 97838 | PC | TO PROVIDE BACKPACKS, SCHOOLS SUPPLIES, SPORTS EQUIPMENT, BAND AND CHOIR SUPPLIES | $11,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 MILTON CT | TIGARD | OR | 97224 | PC | TO SUPPORT THE LINCOLN COUNTY MOBILE DENTAL VAN AND CARE & CONNECT SERVICES | $10,000 |
| METROPOLITAN FAMILY SERVICES | ||||||
| 1010 SE STARK ST | PORTLAND | OR | 97214 | PC | TO SUPPORT MFS "READY, SET, GO!" | $15,000 |
| MY VOICE MUSIC | ||||||
| PO BOX 28043 | PORTLAND | OR | 97228 | PC | TO SUPPORT SATELLITE PROGRAMS AT FIVE TREATMENT CENTERS IN 2023 | $10,000 |
| NEIGHBORS FOR KIDS | ||||||
| 634 SE HWY 101 | DEPOE BAY | OR | 97341 | PC | TO SUPPORT THE 2023 KID ZONE SUMMER DAY CAMP | $15,000 |
| NESKOWIN COAST FOUNDATION DBA SITKA CENTER FOR ART AND ECOLOGY | ||||||
| 56605 SITKA DR | OTIS | OR | 97368 | PC | TO SUPPORT THE YOUTH ARTS PROGRAM IN NESTUCCA AND GARIBALDI | $15,000 |
| NORTH COAST LAND CONSERVANCY | ||||||
| P O BOX 67 | SEASIDE | OR | 97138 | PC | TO SUPPORT THE TOGETHER IN NATURE PUBLIC ENGAGEMENT AND EDUCATION PROGRAM | $13,000 |
| NORTH COAST RECREATION DISTRICTFRIENDS OF NCRD | ||||||
| 36155 9TH ST | NEHALEM | OR | 97131 | PC | TO SUPPORT SUMMER ED PROGRAM AND INSTALLATION OF SANITATION STATIONS AT REX CAMP FIELD & PICKLEBALL COURTS | $7,040 |
| OPEN HEARTS OPEN MINDS | ||||||
| PO BOX 4534 | PORTLAND | OR | 97208 | PC | TO SUPPORT THEATRE AT COFFEE CREEK PROGRAM AT COFFEE CREEK CORRECTIONAL FACILITY | $10,000 |
| OREGON 4-H FOUNDATIONLINCOLN COUNTY 4-H | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT 4-H LINCOLN COUNTY AFTER SCHOOL PROGRAM - "FUN DAZE" | $15,000 |
| OREGON ARTS WATCH | ||||||
| 3519 NE 15TH AVE 259 | PORTLAND | OR | 97212 | PC | TO FUND "CULTURAL HUBS," A SERIES OF STORIES PROFILING ARTS CENTERS THROUGHOUT OREGON | $10,000 |
| OREGON COAST AQUARIUM | ||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | PC | TO SUPPORT THE OCEAN LITERACY INITIATIVE | $15,000 |
| OREGON COAST CHILDREN'S THEATRE | ||||||
| P O BOX 538 | TOLEDO | OR | 97391 | PC | TO SUPPORT THE ARTS IN EDUCATION & COMMUNITY ARTS PROGRAMMING | $10,000 |
| OREGON COAST COUNCIL FOR THE ARTS | ||||||
| 777 NW OLIVE ST | NEWPORT | OR | 97365 | PC | TO SUPPORT OREGON COAST ART BUS PROGRAM | $8,703 |
| OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION | ||||||
| P O BOX 2405 | NEWPORT | OR | 97365 | PC | TO SUPPORT COSTS OF BRINGING GUEST CLINICIANS/INSTRUCTORS TO NEWPORT MUSIC FESTIVAL | $5,000 |
| OREGON EAST SYMPHONY | ||||||
| 345 SW 4TH ST | PENDLETON | OR | 97801 | PC | TO SUPPORT THE "PLAYING FOR KEEPS" MUSIC EDUCATIONAL PROGRAM | $10,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | ||||||
| 2020 SW 4TH AVE STE 900 | PORTLAND | OR | 97201 | PC | TO EXPAND DOERNBECHER CHILDREN HOSPITAL'S IN-HOSPITAL MOBILE STEM PROGRAM | $15,000 |
| OREGON SOCIETY OF ARTISTS | ||||||
| 2185 SW PARK PL | PORTLAND | OR | 97205 | PC | TO SUPPORT AND EXPAND THE VETERAN'S ART PROGRAM | $13,500 |
| OSU FOUNDATIONOREGON COAST STEM HUB | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT 26 STUDENT INTERNS EXPLORING STEM CAREER OPPORTUNITIES | $14,889 |
| PACIFIC RAILROAD PRESERVATION ASSOCIATION | ||||||
| P O BOX 2851 | PORTLAND | OR | 97208 | PC | TO SUPPORT THE REPAIR AND RESTORATION OF THE FEEDWATER PUMP ON A STEAM ENGINE | $15,000 |
| PARROTT CREEK CHILD AND FAMILY INC | ||||||
| 1001 MOLLALA AVE STE 209 | OREGON CITY | OR | 97045 | PC | TO SUPPORT YOUTH ACADEMIC AND ATHLETIC ENRICHMENT ACTIVITIES IN THE RESIDENTIAL CARE PROGRAMS | $15,000 |
| PINE EAGLE SCHOOL DISTRICT | ||||||
| 375 N MAIN ST | HALFWAY | OR | 97834 | GOV | TO SUPPORT THE AG SCIENCE AND TECHNOLOGY LAND LAB PRECISION IRRIGATION PROJECT | $15,000 |
| PLAY IT FORWARD | ||||||
| P O BOX 25607 | PORTLAND | OR | 97298 | PC | TO SUPPORT THE MUSIC INSTRUCTION PROGRAM AT DR. MARTIN LUTHER KING, JR. ELEMENTARY SCHOOL | $15,000 |
| POLK COUNTY HISTORICAL SOCIETY | ||||||
| P O BOX 55 | MONMOUTH | OR | 97301 | PC | TO HELP COMPLETE WORK ON THE HISTORIC BUNK FARMHOUSE MUSEUM (OUTBUILDINGS) | $12,000 |
| PORTLAND CENTER STAGE AT THE ARMORY | ||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | PC | TO SUPPORT FREE IN-SCHOOL AND ON0SITE WORKSHOPS AS PART OF THE YOUTH EDUCATION PROGRAM | $5,000 |
| PORTLAND HOMELESS AND FAMILY SOLUTIONS | ||||||
| 6220 SE 92ND AVE | PORTLAND | OR | 97266 | PC | TO SUPPORT NUTRITIOUS MEALS AND SNACKS FOR HOMELESS FAMILIES WITH CHILDREN LIVING AT THE EMERGENCY SHELTER | $15,000 |
| PORTLAND PLAYHOUSE | ||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 97211 | PC | TO SUPPORT TWO PRODUCTION APPRENTICES IN 2023 WHO ARE BIPOC | $7,500 |
| PORTLAND YOUTH BUILDERS | ||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 97266 | PC | TO SUPPORT THE BUILDING CAPACITY BUILDING SELF-SUFFICIENT YOUTH PROGRAM EXPANSION | $7,500 |
| PORTLAND YOUTH PHILHARMONIC | ||||||
| 9320 SW BARBUR BLVD STE 140 | PORTLAND | OR | 97219 | PC | TO SUPPORT SCHOOL AND COMMUNITY PROGRAMS FOR GRADES 3 - 8 | $15,000 |
| REACH NORTHWEST | ||||||
| 211 N MERIDIAN ST 202 | NEWBERG | OR | 97132 | PC | TO SUPPORT THE FOSTER FAMILY STABILITY INITIATIVE | $15,000 |
| READING RESULTS | ||||||
| 3115 NE SANDY BLVD STE 229 | PORTLAND | OR | 97232 | PC | TO SUPPORT THE "REFINEMENT AND REALIGNMENT OF CURRICULUM" PROJECT | $12,000 |
| RETURNING VETERAN'S PROJECT | ||||||
| 220 NW 8TH AVE | PORTLAND | OR | 97293 | PC | TO SUPPORT THE CONTINUING EDUCATION AND VOLUNTEER STEWARDSHIP PROJECT | $15,000 |
| SEASIDE MUSEUM AND HISTORY CENTER | ||||||
| 570 NECANICUM DR | SEASIDE | OR | 97138 | PC | TO SUPPORT THE BUTTERFIELD COTTAGE RENOVATION AND RESTORATION PROJECT | $15,000 |
| SERENDIPITY CENTER INC | ||||||
| 14815 SE DIVISION ST | PORTLAND | OR | 97292 | PC | TO SUPPORT THE NEW TRANSITION PROGRAM EXPANSION (WORKPLACE READINESS) PROJECT | $15,000 |
| SMART READING | ||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | PC | TO SUPPORT THE PURCHASE OF CHILDREN'S BOOKS FEATURING INCLUSIVE REPRESENTATION | $10,000 |
| THE FAMILY ROOM | ||||||
| 6663 SW BEAVERTON HILLSDALE HWY 185 | PORTLAND | OR | 97225 | PC | TO SUPPORT THE TRANSPORTATION COSTS TO TRANSPORT FOSTER KIDS TO MEETINGS WITH THEIR BIRTH PARENTS | $15,000 |
| THE LIBRARY FOUNDATION INC | ||||||
| 620 SW FIFTH AVE STE 1025 | PORTLAND | OR | 97204 | PC | TO SUPPORT THE TEEN VOLUNTEER PROGRAM FOR SUMMER READING 2023 | $12,000 |
| THE PEACEFUL PRESENCE PROJECT | ||||||
| PO BOX 1963 | BEND | OR | 97709 | PC | TO PROVIDE TRAINING FOR END-OF-LIFE DOULAS IN EASTERN OREGON | $14,975 |
| THE SHADOW PROJECT | ||||||
| 2154 NE BROADWAY STE 130 | PORTLAND | OR | 97232 | PC | TO SUPPORT THE EXPANSION OF READING MENTORS TO 300 K - 8 GRADE STUDENTS AT 8 SCHOOLS | $10,000 |
| WARRENTON-HAMMOND SCHOOL DISTRICT | ||||||
| 1050 SE WARRIOR WAY | WARRENTON | OR | 97146 | GOV | TO SUPPORT STEAM EDUCATION TO LOCAL 4TH GRADE CLASSROOMS AND INSTRUCTIONAL WORKSHOPS FOR YOUTH AND FAMILIES | $15,000 |
| WRITE AROUND PORTLAND | ||||||
| 133 SW 2ND AVE STE 304 | PORTLAND | OR | 97204 | PC | TO SUPPORT 2023 ROBOTICS PROGRAM, TEACHER TRAINING AND SUMMER STEM CAMP | $10,000 |
| YAKONA LEARNING CENTER | ||||||
| 214 SW COAST HWY | NEWPORT | OR | 97365 | PC | TO SUPPORT FREE CREATIVE WRITING WORKSHOPS FOR YOUTH IN ALTERNATIVE EDUCATION PROGRAMS | $15,000 |
| YAMHILL COUNTY CASA | ||||||
| 638 NE 5TH ST | MCMINNVILLE | OR | 97128 | PC | TO SUPPORT THE "ONE HUNDRED PERCENT" PROJECT | $10,000 |
| YOUNG AUDIENCES OF OREGON INC | ||||||
| 1220 SW MORRISON STE 1000 | PORTLAND | OR | 97205 | PC | TO SUPPORT THE RIGHT BRAIN INITIATIVE PROGRAM IN 2 SCHOOL DISTRICTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,647 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,088 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $730,007 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $797,012 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $797,012 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARIAN A BIRD SPECIAL QTIP TRUST | ||||||
| 1 | 6995 SW MERRY LANE | BEAVERTON | OR | 97008 | $1,504,446 | Yes (X) |
| MARIAN A BIRD CREDIT SHELTER TRUST | ||||||
| 2 | 6995 SW MERRY LANE | BEAVERTON | OR | 97008 | $845,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $6,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE CORE FIXED | $3,159,577 | $2,664,082 |
| SCHWAB TREASURY INFL SWRSX | $969,938 | $824,508 |
| VANGUARD TOTAL BOND FUND | $2,187,169 | $1,875,576 |
| CLIFFWATER CORPORATE LENDING I | $850,000 | $856,328 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK MULTIASSET | $1,386,112 | $1,238,449 |
| CHAMPLAIN SMALL COMPANY FUND | $1,220,052 | $1,173,296 |
| DFA GLOBAL REAL ESTATE | $1,545,333 | $1,296,714 |
| DFA INTERNATIONAL SMALL COMPANY | $587,778 | $547,854 |
| DODGE & COX INTL STOCK FUND | $1,470,233 | $1,538,092 |
| GQG PARTNERS EMERGING MARKETS | $620,000 | $587,260 |
| JOHCM INTL FUND | $1,098,752 | $1,433,457 |
| PIMCO ALL ASSET | $1,382,027 | $1,221,397 |
| SCHWAB FUNDAMENTAL US LARGE COMPANY IDX | $3,071,173 | $3,416,918 |
| SCHWAB S&P 500 INDEX FUND | $4,320,169 | $5,655,543 |
| VANGUARD TTL INTL VTIAX | $2,692,869 | $2,623,800 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $105,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $105,000 | BookValueAmt |
| EOYFMV | $169,310 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OR DEPT OF JUSTICE FEE | $2,400 | $0 | $2,400 |
| RENT, P.O. BOX | $248 | $0 | $248 |
| BANK CHARGES | $15 | $0 | $15 |
| PROPERTY MAINTENANCE | $100 | $100 | $0 |
| INSURANCE | $5,485 | $5,485 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $51,478 | Amt |
| Net Investment Income | $51,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $2,167 | $2,167 | $0 |
| FEDERAL TAXES | $15,170 | $0 | $0 |
Comments