RAY HICKEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RAY HICKEY FOUNDATION (EIN 91-1887342)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349103212
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T17:42:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CENTERPOINTE DRIVE SUITE 300 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970358663 | 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 | 911887342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY HICKEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYH | BusinessNameControlTxt |
| Phone | 3609076633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16420 SE MCGILLIVRAY PMB 193 103 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986833461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA RAE HICKEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3609076633 | PhoneNum |
| Signature | 2024-11-11 | 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 | LEAH D DIGREGORIO | PreparerPersonNm |
| PTIN | P00362194 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,373,505 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$833,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,919,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$477,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,302 | 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 | $24,019 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,009 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,190 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,763 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,151,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $917,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,628,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,620 | CashBOYAmt |
| Cash EOY | $9,606 | CashEOYAmt |
| Cash EOYFMV | $9,606 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $10,183 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,183 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,183 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,026,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,383,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,353,716 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,045,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,403,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,373,505 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,654 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $191,167 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $115,664 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $204,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,664 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,840,293 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,287,711 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,840,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,287,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,045,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,403,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,840,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,628,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,863 | OtherIncreasesAmt |
| Subtotal | $12,287,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,287,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB -7047 | 2022-01-01 | 2023-12-31 | $2,416,298 | $2,489,564 | -$73,266 | -$73,266 | |
| CHARLES SCHWAB -1033 | 2023-01-01 | 2023-12-31 | $32,127 | $39,114 | -$6,987 | -$6,987 | |
| CHARLES SCHWAB -1033 | 2022-01-01 | 2023-12-31 | $419,019 | $226,499 | $192,520 | $192,520 | |
| A&M SECURITIES | 2022-01-01 | 2023-12-31 | $1,064,105 | -$1,064,105 | -$1,064,105 | ||
| CHARLES SCHWAB -7047 | 2022-01-01 | 2023-12-31 | $1 | $42 | -$41 | -$41 | |
| CAPITAL GAINS DIVIDENDS | $52,203 | $52,203 | $52,203 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$899,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,435 | 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 | $41,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,141 | OverpaymentAmt |
| Applied To ES Tax | $39,141 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 | LINDA RAE HICKEY | IndividualWithBooksNm |
| Phone | 3609076633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16420 SE MCGILLIVRAY STE 100 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98683 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA RAE HICKEY | ||||||||
| 16420 SW MCGILLIVRAY PMB 193 103 | VANCOUVER | WA | 98683 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| CINDY HICKEY-NESBIT | ||||||||
| 16420 SW MCGILLIVRAY PMB 193 103 | VANCOUVER | WA | 98683 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| RITA WEICHMAN | ||||||||
| 16420 SW MCGILLIVRAY PMB 193 103 | VANCOUVER | WA | 98683 | TRUSTEE | 5.00 | $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 | $14,144,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,183 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,193,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,193,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,980,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $699,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $699,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,294 | TotalTaxAmt |
| Distributable Before Adj | $696,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $696,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $696,716 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $917,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $917,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $696,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $395,078 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $917,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $395,078 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $521,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $174,784 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA RAE HICKEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16420 SE MCGILLIVRAY PMB 193 103 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3609076633 | RecipientPhoneNum |
| Recipient Email Address | LINDA@HICKEYFAMILYCOMPANY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PRIORITY GIVEN TO THE REGIONAL AREA OF SW WASHINGTON AND PORTLAND, OREGON. GRANTS ARE DISTRIBUTED IN THE FOCUS AREAS OF: HEALTHCARE AND RESEARCH, ENVIRONMENTAL CONSERVATION, YOUTH RECREATION, EDUCATION, AND HUMAN SERVICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUCCESSFUL APPLICANTS ARE LIMITED TO THREE SUBSEQUENT ANNUAL REQUESTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEALING OPPORTUNITIES FOUNDATION | |||||||
| 14708 NE 100TH AVE | BRUSH PRAIRIE | WA | 98606 | N/A | PC | CARE OF THERAPY HORSES AND FACILITY | $80,000 |
| AMERICAN RED CROSS - CASCADES REGION | |||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | N/A | PC | MAINTENCANCE OF BLOOD MOBILE | $25,000 |
| SUNSHINE DIVISION | |||||||
| 12436 SE STARK S | PORTLAND | OR | 97227 | N/A | PC | FOOD RELIEF TO FAMILIES AND INDIVIDUALS IN NEED | $100,000 |
| HUMANE SOCIETY FOR SW WASHINGTON | |||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | N/A | PC | PROVIDES SHELTER, RESCUE ASSISTANCE, REHOMING, FOR SMALL ANIMALS IN CLARK COUNTY WASHINGTON | $100,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | N/A | PC | EDUCATIONAL EXPERIENCES CONNECTING VISITORS TO OREGON COAST AND INSPIRING OCEAN CONSERVATION | $50,000 |
| SELF ENHANCEMENT INC | |||||||
| 3920 N KERBY AVE | PORTLAND | OR | 97227 | N/A | PC | WORKS WITH SCHOOLS, COMMUNITY SERVICES, AND FAMILIES TO HELP UNDERSERVED YOUTH REACH THEIR FULL POTENTIAL | $50,000 |
| FISH | |||||||
| 906 HARNEY ST | VANCOUVER | WA | 98660 | N/A | PC | PROVIDES EMERGENCY NUTRITIONALLY BALANCED FOOD AT NO COAST TO THOSE IN NEED | $50,000 |
| MEALS ON WHEELS PEOPLE | |||||||
| 9009 N FOSS AVE | PORTLAND | OR | 97203 | N/A | PC | PROVIDES NUTRITIOUS MEALS, HUMAN CONNECTIONS, AND SOCIAL SUPPORT TO SENIORS | $100,000 |
| OREGON HEALTH SCIENCES UNIVERSITY | |||||||
| 2020 SW FOURTH AVE 900 | PORTLAND | OR | 97201 | N/A | PC | ENDOWMENT SUPPORT FOR THE HEAD OF PEDIATRIC RESEARCH | $300,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | SUPPORTING BASIC NEEDS AND PROVIDING OPPORTUNITIES FOR AT-RISK YOUTH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,000 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,276 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$833,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$477,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$477,236 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $24,019 | Amt |
| Net Investment Income | $12,009 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,010 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A&M SECURITIES | $3,623,553 | $4,234,892 |
| SCHWAB OPERATING ACCOUNT | $7,461,324 | $7,351,349 |
| SCHWAB ITHACA ACCOUNT | $1,298,709 | $2,767,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOSSES FROM PARTNERSHIP INTERESTS | $92,552 | $88,566 | $0 |
| RENTAL LOSSES FROM PARTNERSHIP INTERESTS | $9,709 | $9,709 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PARTNERSHIP INTERESTS | $25,976 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES FROM 3X5 SPECIAL OPPORTUNITIES K-1 | Desc |
| Amt | $75,863 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO INVESTMENT | Desc |
| BOY Book Value | $191,167 | BOYBookValueAmt |
| EOY Book Value | $115,664 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $68,190 | Amt |
| Net Investment Income | $68,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,763 | $5,763 | $0 |
| FEDERAL TAX | $20,000 | $0 | $0 |
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