MARDI SCHNITZER SPITZER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARDI SCHNITZER SPITZER FOUNDATION (EIN 47-4287703)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-09
- IRS object ID
- 202432539349100423
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T13:56:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5665 SW MEADOWS RD 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474287703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARDI SCHNITZER SPITZER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARD | BusinessNameControlTxt |
| Phone | 5036204489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALDRICH 5665 SW MEADOWS RD 20 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARDI S SPITZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5036974118 | PhoneNum |
| Signature | 2024-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA NORTHCUTT CPA | PreparerPersonNm |
| PTIN | P00746084 | PTIN |
| Phone | 5036204489 | PhoneNum |
| Preparation | 2024-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,094 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,486 | CashBOYAmt |
| Cash EOY | $23,080 | CashEOYAmt |
| Cash EOYFMV | $23,080 | CashEOYFMVAmt |
| Other Investments BOY | $50,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $75,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,094 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,195 | SubtotalAmt |
| Other Decreases | $101 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GS SHORT-TERM CONSERVATIVE INCOME FUND DE DISCRETION | 2023-01-01 | 2023-12-31 | $11,216 | $11,160 | $56 | $56 |
| GS SHORT-TERM CONSERVATIVE INCOME FUND DE DISCRETION | 2022-09-28 | 2023-12-01 | $41,334 | $41,032 | $302 | $302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,634 | 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 | $1,634 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,610 | OverpaymentAmt |
| Applied To ES Tax | $1,610 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ALDRICH CPAS AND ADVISORS LLP | IndividualWithBooksNm |
| Phone | 5036204489 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5665 SW MEADOWS ROAD 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARDI S SPITZER | ||||||||
| C/O 5665 SW MEADOWS ROAD 200 | LAKE OSWEGO | OR | 97035 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARC A LIPPMAN | ||||||||
| C/O 5665 SW MEADOWS ROAD 200 | LAKE OSWEGO | OR | 97035 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID R LIPPMAN | ||||||||
| C/O 5665 SW MEADOWS ROAD 200 | LAKE OSWEGO | OR | 97035 | DIRECTOR, TREASURER | 1.00 | $0 | $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 | $39,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24 | TotalTaxAmt |
| Distributable Before Adj | $3,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,064 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $291,355 | 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 | $45,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $245,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,434 | ExcessFromYear4Amt |
| Excess From Year3 | $38,064 | ExcessFromYear3Amt |
| Excess From Year2 | $62,801 | ExcessFromYear2Amt |
| Excess From Year1 | $47,072 | ExcessFromYear1Amt |
| Excess From Current Year | $49,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARDI S SPITZER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER PORTLAND | |||||||
| 9900 SW GREENBURG ROAD SUITE 220 | TIGARD | OR | 97223 | PC | TO ACCOMPLISH ITS MISSION | $15,000 | |
| INSTITUTE FOR MYELOMA & BONE CANCER RESEARCH | |||||||
| 9201 W SUNSET BLVD STE 300 | WEST HOLLYWOOD | CA | 90069 | PC | TO ACCOMPLISH ITS MISSION | $10,000 | |
| OHSU-KNIGHT CANCER INSTITUTE | |||||||
| 2020 SW 4TH STREET SUITE 900 | PORTLAND | OR | 97201 | PC | TO ACCOMPLISH ITS MISSION | $5,000 | |
| HARMON RECOVERY FOUNDATION | |||||||
| 49500 MARNE CT | LA QUINTA | CA | 92253 | PC | TO ACCOMPLISH ITS MISSION | $5,000 | |
| OHSU FOUNDATION | |||||||
| 2020 SW 4TH STREET SUITE 900 | PORTLAND | OR | 97201 | PC | TO ACCOMPLISH ITS MISSION | $5,000 | |
| CONGREGATION BETH ISRAEL | |||||||
| 1972 NW FLANDERS ST | PORTLAND | OR | 97209 | PC | TO ACCOMPLISH ITS MISSION | $3,050 | |
| CEDAR SINAI PARK | |||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | PC | TO ACCOMPLISH ITS MISSION | $2,500 | |
| JEWISH NATIONAL FUND USA | |||||||
| 42E 69TH STREET | NEW YORK | NY | 10021 | PC | TO ACCOMPLISH ITS MISSION | $2,000 | |
| B'NAI B'RITH CAMP | |||||||
| 6443 SW BEAVERTON HILLSDALE HWY | BEAVERTON | OR | 97221 | PC | TO ACCOMPLISH ITS MISSION | $2,000 | SUITE 234 |
| MJCC | |||||||
| 6651 SW CAPITOL HWY | PORTLAND | OR | 97219 | PC | TO ACCOMPLISH ITS MISSION | $1,800 | |
| BBYO | |||||||
| 529 14TH STREET NW SUITE 705 | WASHINGTON DC | WA | 20045 | PC | TO ACCOMPLISH ITS MISSION | $500 | |
| DOERNBECHER CHILDREN'S HOSPITAL | |||||||
| 700 SW CAMPUS DR | PORTLAND | OR | 97239 | PC | TO ACCOMPLISH ITS MISSION | $300 | |
| DONALD CHALKEN BITA PROGRAM | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | PC | TO ACCOMPLISH ITS MISSION | $100 | |
| RONALD MCDONALD HOUSE | |||||||
| 110 N CARPENTER ST | CHICAGO | IL | 60607 | PC | TO ACCOMPLISH ITS MISSION | $100 | |
| LIPSCOMB UNIVERSITY | |||||||
| ONE UNIVERSITY PARK | NASHVILLE | TN | 37204 | PC | TO ACCOMPLISH ITS MISSION | $100 | |
| OREGON JEWISH MUSEUM | |||||||
| 724 NW DAVIS STREET | PORTLAND | OR | 97209 | PC | TO ACCOMPLISH ITS MISSION | $100 | |
| UCSF FOUNDATION | |||||||
| BOX 0248 | SAN FRANCISCO | CA | 94143 | PC | TO ACCOMPLISH ITS MISSION | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,600 | 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 | $1,174 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,499 | 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 | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GS SHORT-TERM CONSERVATIVE INCOME FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $14 | BookValueAmt |
| EOYFMV | $14 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $101 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OREGON DEPARTMENT OF JUSTICE | CategoryTxt |
| Amt | $28 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |