KINSMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KINSMAN FOUNDATION (EIN 93-0861885)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349102712
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T17:37:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930861885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KINSMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KINS | BusinessNameControlTxt |
| Phone | 5036541668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVENUE | AddressLine1Txt |
| City | MILWAUKIE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH KINSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5036541668 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEITH | PersonFirstNm |
| Person Last | KINSMAN | 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 | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
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 | 2023 | 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 | $23,638,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $137,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$260,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,381,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $362,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $622,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,118 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,354 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,764 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $110,083 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $46,353 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,730 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $81,712 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,925 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,787 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $427 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $427 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,853 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,453 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,816 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,400 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,383 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,691 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $78,373 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $69,877 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,496 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $230 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $230 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $686,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,221,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,221,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,907,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,429,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,545,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,556 | CashBOYAmt |
| Cash EOY | $13,122 | CashEOYAmt |
| Cash EOYFMV | $13,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,618,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,050,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,894,362 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $588,135 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,335,574 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,320,731 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,953,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,626,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,558,728 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,690,268 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,723,916 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,007,161 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $175,899 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $839,382 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $831,262 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,700,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $333,101 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,957 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $281,413 | LandBOYAmt |
| Land EOY | $278,144 | LandEOYAmt |
| Land EOYFMV | $427,667 | LandEOYFMVAmt |
| Total Assets BOY | $21,368,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,826,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,638,526 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,438 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,438 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $182,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $182,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $394,140 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $394,140 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,791,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,246,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,368,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,823,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,368,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,826,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,368,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,545,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,823,687 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,823,687 | 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 |
|---|---|---|---|---|---|
| VARIOUS | $8,381,407 | $8,641,516 | -$260,109 | -$260,109 | |
| CAPITAL GAINS DIVIDENDS | $3 | $3 | $3 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$260,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,432 | 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 | $35,432 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,622 | OverpaymentAmt |
| Applied To ES Tax | $2,810 | AppliedToESTaxAmt |
| Refund | $29,812 | 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 | WWW. KINSMANFOUNDATION. ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036541668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVENUE | AddressLine1Txt |
| City | MILWAUKIE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | 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 | 0 | UndistributedIncomePYInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH KINSMAN | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | PRESIDENT | 20.00 | $43,692 | $10,923 | $0 |
| SARA BAILEY | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | VICE PRESIDENT | 35.00 | $94,426 | $23,607 | $0 |
| JACK SCHWAB | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JENNIFER WINTER | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | TREASURER | 2.00 | $0 | $0 | $0 |
| CAREY RAUSCH | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHELLEY BAILEY | ||||||||
| 3727 S E SPAULDING AVENUE | MILWAUKIE | OR | 972673938 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRY WOODKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972673938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 37.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,496 | CompensationAmt |
| Employee Benefits | $17,374 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON WELLMAN CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW FIFTH AVE SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $130,331 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,224,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,269,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,127,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,621,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,621,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,266,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,163,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,163,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,810 | TotalTaxAmt |
| Distributable Before Adj | $1,160,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,160,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,160,538 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,429,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,429,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,160,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $77,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,771 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,311 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $215,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $607,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,429,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,160,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $268,867 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $876,455 | 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 | $77,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $798,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $116,771 | ExcessFromYear4Amt |
| Excess From Year3 | $141,983 | ExcessFromYear3Amt |
| Excess From Year2 | $56,311 | ExcessFromYear2Amt |
| Excess From Year1 | $215,037 | ExcessFromYear1Amt |
| Excess From Current Year | $268,867 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARA BAILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1Txt |
| City | MILWAUKIE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5036541668 | RecipientPhoneNum |
| Form And Info And Materials | TO APPLY FOR A 2024 GRANT OR A 2025 ARTS, CULTURE AND THE HUMANITIES GRANT PLEASE VISIT OUR WEBSITE, WWW.KINSMANFOUNDATION.ORG, AND NAVIGATE TO THE PAGE NAMED APPLICATION GUIDELINES; CONTACT OUR OFFICE BY PHONE OR MAIL; OR EMAIL GRANTS@KINSMANFOUNDATION.ORG TO HAVE A DETAILED DESCRIPTION OF OUR GRANTMAKING PROCESS AND POLICIES. WE STRONGLY PREFER INITIAL LETTERS OF INQUIRY SUBMITTED THROUGH THE GRANT APPLICATION SOFTWARE ON OUR WEBSITE, BUT THEY MAY BE SUBMITTED BY MAIL, EMAIL, OR FAX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY AND ARE DETAILED ON THE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED FOR THESE PURPOSES: HISTORIC PRESERVATION, PRIMARILY ARCHITECTURAL PRESERVATION NATIVE WILDLIFE REHABILITATION AND APPRECIATION, PARTICULARLY REHABILITATION PROGRAMS PROVIDING URGENT CARE FOR NATIVE WILDLIFE; AND APPRECIATION PROGRAMS THAT PROMOTE INDIVIDUALS' STEWARDSHIP, UNDERSTANDING AND ENJOYMENT OF NATIVE WILDLIFE ARTS, CULTURE AND THE HUMANITIES; EMPHASIZING THEATER, PHOTOGRAPHY AND LITERARY ARTS. AN IMPORTANT ELEMENT OF ALL GRANTS IS A BENEFIT TO THE PUBLIC AT LARGE, RATHER THAN TO SPECIALIZED POPULATIONS OR GROUPS. GRANTS ARE AWARDED ONLY TO TAX-EXEMPT NON-PROFIT 501(C)(3) ORGANIZATIONS AND GOVERNMENT AGENCIES. THE GEOGRAPHICAL AREA FOR OUR GRANTS IS OREGON AND SOUTHERN WASHINGTON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERTA ABBEY FOUNDATION | ||||||||
| 126 NE ALBERTA STREET | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 | |
| ALEX ROVELLO MEMORIAL FOUNDATION | ||||||||
| 4207 SE WOODSTOCK BLVD | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN WILDLIFE FOUNDATION | ||||||||
| PO BOX 1246 | MOLALLA | OR | 97038 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 | |
| ANGELS IN THE OUTFIELD | ||||||||
| PO BOX 2347 | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $17,500 | |
| ARTS COUNCIL OF PENDELTON | ||||||||
| 214 MAIN ST | PENDLETON | OR | 97801 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $4,893 | |
| ASHLAND PARKS FOUNDATION | ||||||||
| PO BOX 247 340 S PIONEER ST | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $25,000 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 | |
| ASTORIA ARTS AND MOVEMENT CENTER | ||||||||
| 342 10TH ST | ASTORIA | OR | 97103 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $25,000 | |
| ARTS ALLIANCE OF YAMHILL COUNTY | ||||||||
| PO BOX 898 | MCMINNVILLE | OR | 97128 | N/A | PUBLIC CHARITY | LITERARY PUBLICATION | $1,900 | |
| BADGER RUN WILDLIFE REHAB | ||||||||
| 15993 HOMESTEAD LANE | KLAMATH FALLS | OR | 97601 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 | |
| BAG & BAGGAGE PRODUCTIONS | ||||||||
| 350 E MAIN STREET | HILLSBORO | OR | 97123 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 | |
| BENTON COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 35 | PHILOMATH | OR | 97370 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 | |
| BLUE MOUNTAIN WILDLIFE | ||||||||
| 71046 APPALOOSA LANE | PENDLETON | OR | 97801 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $12,000 | |
| BROADWAY ROSE THEATRE COMPANY | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 | |
| CAMP FIRE COLUMBIA | ||||||||
| 1411 SW MORRISON ST 300 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $35,000 | |
| CANDID | ||||||||
| PO BOX 22799 | NEW YORK | NY | 100872799 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 | |
| CANNON BEACH HISTORICAL SOCIETY | ||||||||
| PO BOX 1005 | CANNON BEACH | OR | 97110 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $7,000 | |
| CASCADES RAPTOR CENTER | ||||||||
| PO BOX 5386 | EUGENE | OR | 97405 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 | |
| CC STERN TYPE FOUNDRY | ||||||||
| PO BOX 2556 | PORTLAND | OR | 97208 | N/A | PUBLIC CHARITY | LITERARY PUBLICATION | $1,500 | |
| CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 2401 SE STARK | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| CHINTIMINI WILDLIFE CENTER | ||||||||
| 311 NW LEWISBURG AVE | CORVALLIS | OR | 97330 | N/A | PUBLIC CHARITY | NATIVE WILDLIFE REHABILITATION | $18,000 | |
| CITY OF MILWAUKIE OREGON | ||||||||
| 10722 SE MAIN ST | MILWAUKIE | OR | 97222 | N/A | GOVERNMENT | PUBLIC ART INSTALLATION, EXCLUSIVELY PUBLIC PURPOSES | $2,500 | |
| CLACKAMAS COUNTY 4-H ASSOCIATION | ||||||||
| 200 WARNER MILNE RD | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| COHO PRODUCTIONS LTD | ||||||||
| 2257 NW RALEIGH ST | PORTLAND | OR | 97210 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 | |
| COLUMBIA THEATRE ASSOCIATION FOR THE PERFORMING ARTS | ||||||||
| PO BOX 1026 | LONGVIEW | WA | 98632 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $10,000 | |
| COMMUNITY CENTER FOR THE PRFORMING | ||||||||
| WOW HALL 291 WEST 8TH AVENUE | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| CONFLUENCES | ||||||||
| 1109 EAST 5TH STREET | VANCOUVER | WA | 98661 | N/A | PUBLIC CHARITY | PUBLIC ART CONSERVATION | $10,000 | |
| DISJECTA CONTAMPORARY ART CENTER INC | ||||||||
| 8371 N INTERSTATE AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| DOWN TO EARTH NONPROFIT | ||||||||
| 709 11TH STREET | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| ECOLOGY IN CLASSROOMS AND OUTDOORS | ||||||||
| PO BOX 90293 | PORTLAND | OR | 97290 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 | |
| EGYPTIN THEATRE PRESERVATION ASSOCIATION | ||||||||
| 229 NORTH BROADWAY | COOS BAY | OR | 97420 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $4,000 | |
| FISHTRAP INC | ||||||||
| PO BOX 38 | ENTERPRISE | OR | 97828 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $10,000 | |
| FRIENDS OF THE HISTORIC UNION COMMUNITY HALL | ||||||||
| PO BOX 275 | UNION | OR | 97883 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $10,500 | |
| FRIENDS OF NCRD | ||||||||
| PO BOX 511 | NEHALEM | OR | 97131 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| FRIENDS OF NOTRE DAME DE PARIS INC | ||||||||
| PO BOX 505 | ETNA | NH | 037500505 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $4,500 | |
| FRIENDS OF SANTIAM PASS SKI LODGE | ||||||||
| PO BOX 1135 | SISTERS | OR | 97759 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 | |
| FRIENDS OF TIMBERLINE | ||||||||
| 5331 SW MACADAM AVENUE SUITE 258 | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | HISTORIC COLLECTION | $5,000 | PMB 219 |
| GEERCREST FARM & HISTORICAL SOCIETY INC | ||||||||
| 12390 SUNNYVIEW RD NE | SALEM | OR | 97317 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER PRAIRIE CITY COMMUNITY ASSOCIATION | ||||||||
| PO BOX 758 | PRAIRIE CITY | OR | 97869 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| HAND2MOUTH | ||||||||
| 3121 SOUTH MOODY SUITE 105 BOX 11 | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,500 | |
| HARMONY MONTESSORI | ||||||||
| 17630 SE MAIN ST | PORTLAND | OR | 972335044 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| HAWKWATCH INTERNATIONAL INC | ||||||||
| 2240 S 900 E | SALT LAKE CITY | UT | 84106 | N/A | PUBLIC CHARITY | WILDLIFE APPRECIATION | $5,000 | |
| IMAGO THE THEATRE MASK ENSEMBLE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 972935182 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 | |
| JACKNIFE-ZION-HORSEHEAVEN HISTORICAL SOCIETY | ||||||||
| PO BOX 1040 | ESTACADA | OR | 97023 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $30,000 | |
| JOSEPHY CENTER FOR ARTS AND CULTURE | ||||||||
| PO BOX 949 | JOSEPH | OR | 97846 | N/A | PUBLIC CHARITY | ARTISTIC WORKS EXHIBITION | $5,000 | |
| KLAMATH BIRD OBSERVATORY | ||||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | WILDLIFE APPRECIATION | $5,000 | |
| LAKEWOOD THEATRE COMPANY | ||||||||
| 368 S STATE ST | LAKE OSWEGO | OR | 97034 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| LITERARY ARTS INC | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC SALARIES | $43,500 | |
| LIVING NEW DEAL PROJECT | ||||||||
| PO BOX 2148 | BERKELEY | CA | 94702 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| MARK PRAIRIE HISTORICAL SOCIETY | ||||||||
| 7528 S MARK RD | CANBY | OR | 97013 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $25,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 | |
| MOUNT HOOD TOWNE HALL ASSOCIATION INC | ||||||||
| PO BOX 247 | MT HOOD | OR | 97041 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 | |
| MOUNTAIN TOP WILDLIFE | ||||||||
| PO BOX 1975 | WHITE SALMON | OR | 98672 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $10,000 | |
| NATIVE BIRD CARE OF SISTERS OREGON | ||||||||
| PO BOX 3500 PMB 409 | SISTERS | OR | 97759 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $1,500 | |
| NESKOWIN COAST FOUNDATION | ||||||||
| 56605 SITKA DR | OTIS | OR | 97368 | N/A | PUBLIC CHARITY | ARTISTIC SALARIES | $3,000 | |
| NONPROFIT ASSOCIATION OF OREGON | ||||||||
| 4800 S MACADAM AVE STE 325 | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $15,000 | |
| NONPROFIT ASSOCIATION OF OREGON | ||||||||
| 4800 S MACADAM AVE STE 325 | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,500 | |
| NORDIC NORTHWEST | ||||||||
| 8800 SW OLESON ROAD | PORTLAND | OR | 97223 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $12,500 | |
| OLD CHURCH SOCIETY INC | ||||||||
| 1422 SW 11TH AVE | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 | |
| ONTARIO OREGON BASQUE CLUB INC | ||||||||
| PO BOX1233 | PORTLAND | OR | 97914 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $10,971 | |
| OPERATION TINY HOME | ||||||||
| 620 STEARNS LANE | PORTLAND | OR | 97462 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $8,000 | |
| OREGON ARTS WATCH | ||||||||
| 3519 NE 15TH AVE 259 | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $5,000 | |
| OREGON CENTER FOR THE PHOTOGRAPHIC ARTS INC | ||||||||
| 122 NW 8TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | PHOTOGRAPHIC EXHIBITION | $13,000 | |
| OREGON COAST AQUARIUM INC | ||||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $12,000 | |
| OREGON COAST SCENIC RAILROAD | ||||||||
| PO BOX 669 | TILLAMOOK | OR | 97141 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| OREGON CONTEMPORARY THEATRE | ||||||||
| 174 WEST BROADWAY | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $10,000 | |
| OREGON COUNCIL FOR THE HUMANITIES | ||||||||
| 610 SW ALDER SUITE 1111 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $18,000 | |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | ||||||||
| 2020 SW 4TH AVE SUITE 900 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | HEALTH CARE TRAINING PROGRAM | $80,000 | |
| OREGON INSTITUTE OF SCIENCE AND MEDICINE | ||||||||
| PO BOX 1279 | CAVE JUNCTION | OR | 97523 | N/A | PUBLIC CHARITY | SCIENTIFIC RESEARCH | $24,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | ARTISTIC MEDIA PROGRAMMING | $20,000 | |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||||
| PO BOX 158 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 | |
| ORIGINAL PRACTICE SHAKESPEAR FESTIVAL | ||||||||
| 3945 SE MADISON | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| PACIFIC RAILROAD PRESERVATION ASSOCIATION INC | ||||||||
| PO BOX 2851 | PORTLAND | OR | 97208 | N/A | PUBLIC CHARITY | OTHER HISTORIC PRESERVATION | $5,000 | |
| PASSINART A THEATRE COMPANY | ||||||||
| PO BOX 6407 | PORTLAND | OR | 97228 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| POETRY NORTHWEST | ||||||||
| 2000 TOWER STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | LITERARY PUBLICATION | $5,000 | |
| POLK COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 67 | MONMOUTH | OR | 97371 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 128 NW 11TH AVENUE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 | |
| PORTLAND AUDUBON SOCIETY | ||||||||
| 5151 NW CORNELL RD | PORTLAND | OR | 97210 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $20,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW ELEVENTH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 | |
| PORTLAND EXPERIMENTAL THEATRE ENSEMBLE | ||||||||
| 4241 NE 70TH AVENUE | PORTLAND | OR | 97218 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||||
| 15 NE HANCOCK STREET | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $15,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 833 SW 11TH AVE STE 808 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $10,000 | |
| PORTLAND REVELS | ||||||||
| 128 NW 11TH AVENUE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,000 | |
| PROFILE THEATRE PROJECT | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $13,500 | |
| RESTORE OREGON INC | ||||||||
| 1327 SE TACOMA STREET 114 | PORTLAND | OR | 97202 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $40,000 | |
| RISK-REWARD | ||||||||
| PO BOX 14128 | PORTLAND | OR | 97293 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| ROWENA WILDLIFE CLINIC | ||||||||
| 6900 HWY 30 | THE DALLES | OR | 97058 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $14,500 | |
| SEASIDE MUSEUM & HISTORICAL SOCIETY | ||||||||
| 570 NECANICUM DR | SEASIDE | OR | 97138 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| SOUTHERN OREGON FRIENDS OF HOSPICE | ||||||||
| 217 S MODOC AVENUE | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $4,900 | |
| SOWELU THEATER | ||||||||
| 5706 NE SIMPSON ST | PORTLAND | OR | 97218 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| STAGES OF LIFE | ||||||||
| 3344 SE HAROLD CT | PORTLAND | OR | 97202 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 | |
| STUMPTOWN STAGES | ||||||||
| PO BOX 82 | LAKE OSWEGO | OR | 97034 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,000 | |
| THINK WILD | ||||||||
| 62410 ERICKSON ROAD | BEND | OR | 97701 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $5,000 | |
| THIRD RAIL REPERTORY THEATRE | ||||||||
| PO BOX 96063 | PORTLAND | OR | 97296 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $15,000 | |
| TILLICUM FOUNDATION | ||||||||
| PO BOX 269 | PORTLAND | OR | 97103 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 | |
| TRIANGLE PRODUCTIONS | ||||||||
| 1785 NE SANDY BLVD MB 2 | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $10,000 | |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| WALLOWA HISTORY CENTER INC | ||||||||
| PO BOX 481 | WALLOWA | OR | 97885 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 | |
| WILDLIFE CENTER OF THE NORTH COAST | ||||||||
| 89686 HIGHWAY 202 | ASTORIA | OR | 97103 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $17,000 | |
| WILLAMETTE FALLS HERTIAGE FOUNDATION INC | ||||||||
| PO BOX 635 | WEST LINN | OR | 97068 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 | |
| WILLAMETTE HERITAGE CENTER | ||||||||
| 1313 MILL STREET SE SUITE 200 | SALEM | OR | 97301 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 | |
| YAMHILL COUNTY CASA PROGRAM | ||||||||
| 638 NE 5TH ST | MCMINNVILLE | OR | 97128 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,221,264 | 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 | $137,781 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,912 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$260,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $362,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,588 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,853 | Amt |
| Net Investment Income | $14,453 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| TREEHOUSE (REMAINDER) | 2001-12-20 | $60,513 | $46,294 | SL | 27.500000000000 | $2,200 | $2,200 | |
| STRUCTURAL IMP T/H (REM) | 2001-12-20 | $11,560 | $8,838 | SL | 27.500000000000 | $420 | $420 | |
| NEW ROOF TREEHOUSE (REM) | 2001-12-20 | $1,429 | $1,094 | SL | 27.500000000000 | $52 | $52 | |
| SPRINKLER IMP T/H (REM) | 2002-02-10 | $1,493 | $1,128 | SL | 27.500000000000 | $54 | $54 | |
| STRUCTURAL IMP T/H (REM) | 2002-03-05 | $13,086 | $9,897 | SL | 27.500000000000 | $476 | $476 | |
| LIGHTING T/H (REM) | 2002-08-13 | $535 | $387 | SL | 27.500000000000 | $19 | $19 | |
| TREEHOUSE (LIFE) | 2001-12-20 | $94,784 | $72,521 | SL | 27.500000000000 | $3,447 | $3,447 | |
| STRUCTURAL IMP T/H (LIFE) | 2001-12-20 | $13,379 | $10,237 | SL | 27.500000000000 | $487 | $487 | |
| NEW ROOF TREEHOUSE (LIFE) | 2001-12-20 | $2,239 | $1,704 | SL | 27.500000000000 | $81 | $81 | |
| IMPROVEMENTS T/H (LIFE) | 2002-06-10 | $19,984 | $14,934 | SL | 27.500000000000 | $727 | $727 | |
| LAND TREEHOUSE (REM) | 2001-12-20 | $21,140 | L | $0 | $0 | |||
| LAND TREEHOUSE (LIFE) | 2001-12-20 | $33,112 | L | $0 | $0 | |||
| STOVE | 2017-11-27 | $578 | $578 | SL | 5.000000000000 | $0 | $0 | |
| HOUSE & COTTAGE (REM) | 2001-11-20 | $175,169 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE WELL PUMP (REM) | 2001-11-20 | $1,933 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE ALARM (REM) | 2002-01-07 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE DECKS (REM) | 2002-03-05 | $2,218 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE SPRINKLER (REM) | 2002-04-08 | $6,618 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE MOONGATE (REM) | 2002-04-15 | $1,052 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE ARCH GATE (REM) | 2002-05-28 | $645 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE LIGHTING (REM) | 2002-08-13 | $2,058 | NC | $0 | $0 | 0.000000000000 | ||
| COTTAGE WATERLINE (REM) | 2002-12-03 | $1,364 | NC | $0 | $0 | 0.000000000000 | ||
| COTTAGE (LIFE) | 2001-12-20 | $24,943 | NC | $0 | $0 | 0.000000000000 | ||
| MCNARY HOUSE (LIFE) | 2001-12-20 | $249,431 | NC | $0 | $0 | 0.000000000000 | ||
| IMPROVEMENTS MCNARY (LIFE) | 2002-06-10 | $19,852 | NC | $0 | $0 | 0.000000000000 | ||
| ELECTRIC PANEL UPGRADES | 2005-10-07 | $10,793 | NC | $0 | $0 | 0.000000000000 | ||
| NEW ROOF MCNARY | 2007-05-02 | $41,630 | NC | $0 | $0 | 0.000000000000 | ||
| GATE MOTOR | 2007-08-31 | $3,036 | NC | $0 | $0 | 0.000000000000 | ||
| POND | 2008-08-08 | $6,135 | NC | $0 | $0 | 0.000000000000 | ||
| LAND-HOUSE (REMAINDER) | 2001-11-20 | $61,667 | NC | $0 | $0 | 0.000000000000 | ||
| LAND-HOUSE (LIFE) | 2001-12-20 | $96,592 | NC | $0 | $0 | 0.000000000000 | ||
| MCNARY PERSONAL PROPERTY | 2016-12-31 | $191,514 | NC | $0 | $0 | 0.000000000000 | ||
| OFFICE EQUIPMENT | 2001-04-21 | $1,815 | $1,815 | SL | 7.000000000000 | $0 | $0 | |
| PRESSURE WASHER | 2012-04-13 | $730 | $730 | SL | 7.000000000000 | $0 | $0 | |
| PHONE SYSTEM | 2015-02-12 | $3,443 | $3,443 | SL | 7.000000000000 | $0 | $0 | |
| KEITH'S COMPUTER | 2018-02-22 | $715 | $644 | SL | 5.000000000000 | $24 | $0 | |
| BUILDING SPAULDING | 2001-04-21 | $71,230 | $39,642 | SL | 39.000000000000 | $1,826 | $0 | |
| ARCHITECTS - SPAULDING | 2004-04-23 | $3,051 | $1,453 | SL | 39.000000000000 | $78 | $0 | |
| PAVING - SPAULDING | 2004-11-05 | $1,430 | $1,430 | SL | 15.000000000000 | $0 | $0 | |
| LAND - SPAULDING | 2001-04-21 | $51,310 | L | $0 | $0 | |||
| FENCING - SPAULDING | 2016-03-21 | $2,111 | $952 | SL | 15.000000000000 | $141 | $0 | |
| NEW FURNACE T/H | 2021-12-10 | $4,244 | $167 | SL | 27.500000000000 | $154 | $154 | |
| 3 COMPUTERS | 2021-02-24 | $3,631 | $1,331 | SL | 5.000000000000 | $726 | $0 | |
| DELL LAPTOP | 2022-03-31 | $710 | $107 | SL | 5.000000000000 | $142 | $0 | |
| DELL COMPUTER | 2022-06-21 | $1,411 | $141 | SL | 5.000000000000 | $282 | $0 | |
| COTTAGE ROOF | 2022-11-14 | $22,349 | NC | $0 | $0 | 0.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS | BondNm |
| EOY Book Value | $1,690,268 | EOYBookValueAmt |
| EOYFMV | $1,723,916 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK | StockNm |
| EOY Book Value | $12,626,913 | EOYBookValueAmt |
| EOYFMV | $15,558,728 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,335,574 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,320,731 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TREEHOUSE (REMAINDER) | $60,513 | $48,494 | $12,019 |
| STRUCTURAL IMP T/H (REM) | $11,560 | $9,258 | $2,302 |
| NEW ROOF TREEHOUSE (REM) | $1,429 | $1,146 | $283 |
| SPRINKLER IMP T/H (REM) | $1,493 | $1,182 | $311 |
| STRUCTURAL IMP T/H (REM) | $13,086 | $10,373 | $2,713 |
| LIGHTING T/H (REM) | $535 | $406 | $129 |
| TREEHOUSE (LIFE) | $94,784 | $75,968 | $18,816 |
| STRUCTURAL IMP T/H (LIFE) | $13,379 | $10,724 | $2,655 |
| NEW ROOF TREEHOUSE (LIFE) | $2,239 | $1,785 | $454 |
| IMPROVEMENTS T/H (LIFE) | $19,984 | $15,661 | $4,323 |
| LAND TREEHOUSE (REM) | $21,140 | $0 | $21,140 |
| LAND TREEHOUSE (LIFE) | $33,112 | $0 | $33,112 |
| STOVE | $578 | $578 | $0 |
| HOUSE & COTTAGE (REM) | $175,169 | $0 | $175,169 |
| HOUSE WELL PUMP (REM) | $1,933 | $0 | $1,933 |
| HOUSE ALARM (REM) | $1,600 | $0 | $1,600 |
| HOUSE DECKS (REM) | $2,218 | $0 | $2,218 |
| HOUSE SPRINKLER (REM) | $6,618 | $0 | $6,618 |
| HOUSE MOONGATE (REM) | $1,052 | $0 | $1,052 |
| HOUSE ARCH GATE (REM) | $645 | $0 | $645 |
| HOUSE LIGHTING (REM) | $2,058 | $0 | $2,058 |
| COTTAGE WATERLINE (REM) | $1,364 | $0 | $1,364 |
| COTTAGE (LIFE) | $24,943 | $0 | $24,943 |
| MCNARY HOUSE (LIFE) | $249,431 | $0 | $249,431 |
| IMPROVEMENTS MCNARY (LIFE) | $19,852 | $0 | $19,852 |
| ELECTRIC PANEL UPGRADES | $10,793 | $0 | $10,793 |
| NEW ROOF MCNARY | $41,630 | $0 | $41,630 |
| GATE MOTOR | $3,036 | $0 | $3,036 |
| POND | $6,135 | $0 | $6,135 |
| LAND-HOUSE (REMAINDER) | $61,667 | $0 | $61,667 |
| LAND-HOUSE (LIFE) | $96,592 | $0 | $96,592 |
| NEW FURNACE T/H | $4,244 | $321 | $3,923 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MCNARY PERSONAL PROPERTY | $191,514 | $0 | $191,514 |
| OFFICE EQUIPMENT | $1,815 | $1,815 | $0 |
| PRESSURE WASHER | $730 | $730 | $0 |
| PHONE SYSTEM | $3,443 | $3,443 | $0 |
| KEITH'S COMPUTER | $715 | $668 | $47 |
| BUILDING SPAULDING | $71,230 | $41,468 | $29,762 |
| ARCHITECTS - SPAULDING | $3,051 | $1,531 | $1,520 |
| PAVING - SPAULDING | $1,430 | $1,430 | $0 |
| LAND - SPAULDING | $51,310 | $0 | $51,310 |
| FENCING - SPAULDING | $2,111 | $1,093 | $1,018 |
| 3 COMPUTERS | $3,631 | $2,057 | $1,574 |
| DELL LAPTOP | $710 | $249 | $461 |
| DELL COMPUTER | $1,411 | $423 | $988 |
| COTTAGE ROOF | $22,349 | $0 | $22,349 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $427 | LegalFeesAmt |
| Net Investment Income | $427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $11,815 | $5,909 | $5,906 |
| BANK FEES | $1,740 | $1,740 | $0 |
| DUES AND MEMBERSHIPS | $815 | $417 | $398 |
| GRANT MANAGEMENT | $8,030 | $0 | $8,030 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD BALANCE | Desc |
| BOY Book Value | $10 | BOYBookValueAmt |
| EOY Book Value | $2,438 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $135,571 | Amt |
| Net Investment Income | $135,571 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MCNARY PROPERTY TAX EXPENSE | $26,199 | $26,199 | $0 |
| FOREIGN TAX WITHHELD | $7,617 | $7,617 | $0 |
| TAXES FEDERAL | $52,104 | $0 | $0 |
| TAXES STATE | $2,400 | $0 | $2,400 |
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