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WILLIAM JAMES FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM JAMES FOUNDATION INC (EIN 14-1782873)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-15
IRS object ID
202441069349100964
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-15T17:23:16-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141782873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE W J SILVERSTEIN FAMILY TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5034777765PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12321 NW THURMAN STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUDY SILVERSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5034777765PhoneNum
Signature2024-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRUDYPersonFirstNm
Person LastSILVERSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2024-04-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,377,667FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$458,447ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$47,857InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,857InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,319DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,319DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$538,623TotalRevAndExpnssAmt
Total Net Invst Incm$80,176TotalNetInvstIncmAmt
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$3,285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,642AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,643AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$73OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$73OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,642TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,716TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$680,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$680,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$683,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,642TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$681,716TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$145,035ExcessRevenueOverExpensesAmt
Net Investment Income$78,534NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,301,621SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,128,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,128,800SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,280,977CorporateStockBOYAmt
Corporate Stock EOY$3,798,375CorporateStockEOYAmt
Corporate Stock EOYFMV$3,798,375CorporateStockEOYFMVAmt
Other Investments BOY$381,775OtherInvestmentsBOYAmt
Other Investments EOY$450,492OtherInvestmentsEOYAmt
Other Investments EOYFMV$450,492OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,964,373TotalAssetsBOYAmt
Total Assets EOY$5,377,667TotalAssetsEOYAmt
Total Assets EOYFMV$5,377,667TotalAssetsEOYFMVAmt
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$4,964,373RetainedEarningBOYAmt
Retained Earning EOY$5,377,667RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,964,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,377,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,964,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,377,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,964,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$145,035ExcessRevenueOverExpensesAmt
Other Increases$558,329OtherIncreasesAmt
Subtotal$5,377,667SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,377,667TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,092InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,092SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,092TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$852TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksMARSHALL MANNINGIndividualWithBooksNm
Phone5034777765PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12321 NW THURMAN STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97210ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRUDY SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210PRESIDENT/DIRECTOR1.00$0$0$0
MEGHAN SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210V.P./DIRECTOR1.00$0$0$0
MOLLY SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210SECRETARY/DIRECTOR1.00$0$0$0
JACOB SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210TREASURER/DIRECTOR1.00$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$3,965,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,182,429AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,148,231TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,148,231AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,071,008NetVlNoncharitableAssetsAmt
Minimum Investment Return$253,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$253,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,092TaxBasedOnInvestmentIncomeAmt
Total Tax$1,092TotalTaxAmt
Distributable Before Adj$252,458DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$252,458DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$252,458DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$681,716ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$681,716QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$252,458DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$407,233ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$376,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$221,304ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$453,298ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$208,046ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,666,810TotalExcessDistributionCyovAmt
Qualifying Distributions$681,716QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$252,458AppliedToCurrentYearAmt
Remaining Distri From Corpus$429,258RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,096,068TotalCorpusAmt
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$407,233ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,688,835ExcessDistriCyovToNextYrAmt
Excess From Year4$376,929ExcessFromYear4Amt
Excess From Year3$221,304ExcessFromYear3Amt
Excess From Year2$453,298ExcessFromYear2Amt
Excess From Year1$208,046ExcessFromYear1Amt
Excess From Current Year$429,258ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADIRONDACK ARCHITECTURAL HERITAGE INC
1745 MAIN STREETKEESEVILLENY12944N/APCPROGRAM SUPPORT$5,000
GUIDE DOGS FOR THE BLIND INC
350 LOS RANCHITOS RDSAN RAFAELCA94903N/APCPROGRAM SUPPORT$50,000
INWARD BOUND MINDFULNESS EDUCATION INC
PO BOX 516CONCORDMA01742N/APCPROGRAM SUPPORT$10,000
KNOW AGENDA FOUNDATION
PO BOX 56341PORTLANDOR97238N/APCPROGRAM SUPPORT$60,000
NEGOTIATION STRATEGIES INSTITUTE
440 1ST ST NW 440WASHINGTONDC20001N/APCPROGRAM SUPPORT$120,000
OLD-GROWTH FOREST NETWORK INC
PO BOX 21EASTONMD21601N/APCPROGRAM SUPPORT$80,000
PEACE FIRST INC
25 KINGSTON ST 6TH FLOORBOSTONMA02111N/APCPROGRAM SUPPORT$50,000
US SOCCER FEDERATION FOUNDATION INC
1140 CONNECTICUT AVE NW STE 1200WASHINGTONDC20036N/APCPROGRAM SUPPORT$300,000
SMOOOTH INC
100 CROOKED CEDAR WAYPENDLETONSC29670N/APCPROGRAM SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$680,000TotalGrantOrContriPdDurYrAmt
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$47,857ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,319ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$80,176ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,176TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SUSAN S POTTER 2003 CLAT
12321 NW THURMAN STREETPORTLANDOR97210$81,689Yes (X)
THOMAS B SILVERSTEIN 2003 CLAT
22321 NW THURMAN STREETPORTLANDOR97210$81,689Yes (X)
JM SILVERSTEIN 2003 CLAT
32321 NW THURMAN STREETPORTLANDOR97210$295,069Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,285Amt
Net Investment Income$1,642NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,643DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HTWY CL A STOCKStockNm
EOY Book Value$3,798,375EOYBookValueAmt
EOYFMV$3,798,375EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - MUTUAL FUNDSFMV$185,392$185,392
UBS - MUTUAL FUNDSFMV$265,100$265,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$73RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$73DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$558,329Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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