JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-29
- IRS object ID
- 202443039349101154
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T11:01:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936020752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5034643580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5034643580 | PhoneNum |
| Signature | 2024-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-08-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $14,319,869 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $383,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $380,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,476,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,785 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $31,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $519 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $435,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $146,631 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,292 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,864 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,966 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $520,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $861,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $873,101 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $11,864,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,264,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,446,768 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,385,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,125,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,319,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,385,748 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,125,897 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,385,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,125,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,385,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,125,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,385,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,128,879 | SubtotalAmt |
| Other Decreases | $2,982 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,125,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 999.656 VANGUARD EQUITY INCOME ADM | 2011-09-02 | 2023-08-04 | $86,200 | $41,808 | $44,392 | $44,392 | |
| 1171.454 FIDELITY MID CAP INDEX FUND | 2022-05-06 | 2023-11-17 | $32,262 | $32,297 | -$35 | -$35 | |
| 16316.964 FIDELITY LARGE CAP GROWTH INDEX FUND | 2022-05-06 | 2023-11-17 | $458,507 | $380,512 | $77,995 | $77,995 | |
| 1618.311 HARDING LOEVNER INTERNATIONAL EQUITY | 2019-08-08 | 2023-11-17 | $40,781 | $34,988 | $5,793 | $5,793 | |
| 982. ISHARES MSCI EAFE VALUE ETF | 2022-05-06 | 2023-11-17 | $49,096 | $46,642 | $2,454 | $2,454 | |
| 7315. ISHARES MSCI USA MIN VOL FACTOR ETF | 2019-08-08 | 2023-11-17 | $546,467 | $463,145 | $83,322 | $83,322 | |
| 1595. ISHARES CORE MSCI EAFE ETF | 2022-05-06 | 2023-11-17 | $106,577 | $101,595 | $4,982 | $4,982 | |
| 9749. SCHWAB U S TIPS ETF | 2021-08-19 | 2023-11-17 | $495,501 | $616,088 | -$120,587 | -$120,587 | |
| 6991. VANGUARD REIT ETF | 2021-08-19 | 2023-11-17 | $553,014 | $738,216 | -$185,202 | -$185,202 | |
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $107,671 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,852 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,852 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034644908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| JULIE VIGELAND | ||||||
| 1517 SW COLLEGE ST | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| EMILY KARR | ||||||
| 900 SW FIFTH SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| US BANK N A | ||||||
| PO BOX 0634 | MILWAUKEE | WI | 53201 | TRUSTEE | 1 | $138,923 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,886,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,826 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,630,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,630,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,426,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $671,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $671,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,486 | TotalTaxAmt |
| Distributable Before Adj | $667,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $667,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $667,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $541,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $667,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $541,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $126,626 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $126,626 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,530 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,763 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $58,767 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JACKSON FOUNDATION ATTN MR R | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032756564 | RecipientPhoneNum |
| Form And Info And Materials | A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRCH COMMUNITY SERVICES | |||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $7,500 |
| HIGH DESERT MUSEUM | |||||||
| 59800 SOUTH HIGHWAY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $1,500 |
| CHILDRENS CENTER | |||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 |
| LITERARY ARTS | |||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $25,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PC | GENERAL OPERATING | $3,500 |
| OREGON HUMANITIES | |||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $7,500 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $15,000 |
| THIRD ANGLE NEW MUSIC | |||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $2,500 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,000 |
| LIFT URBAN PORTLAND | |||||||
| 11900 SW BOONES FERRY RD | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,500 |
| PDX JAZZ | |||||||
| 126 NE ALBERTA ST STE 002 | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $3,000 |
| REBUILDING TOGETHER | |||||||
| 12550 SW 3RD STREET | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $3,000 |
| DOVE LEWIS EMERGENCY ANIMAL HOSPITAL | |||||||
| 1945 NW PETTYGROVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 |
| PLAYWRITE INC | |||||||
| PO BOX 13420 | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $2,000 |
| PORTLAND JAPANESE GARDEN | |||||||
| PO BOX 3847 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 |
| PROFILE THEATRE | |||||||
| PO BOX 14845 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 |
| GLEANERS OF CLACKAMAS COUNTY INC | |||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $5,000 |
| FRIENDLY HOUSE INC | |||||||
| 2617 NW SAVIER STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 |
| GRANTMAKERS OF OR & SW WA | |||||||
| PO BOX 6381 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $5,440 |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $20,000 |
| CONVERGE 45 | |||||||
| PO BOX 28209 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 |
| PAM CUT CENTER FOR AN UNTOLD TOMORROW | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,000 |
| ARTS FOR LEARNING NW | |||||||
| 1220 SW MORRISON STREET SUITE 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 |
| BLUE SKY GALLERY | |||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 |
| THIRD RAIL REPERTORY THEATRE | |||||||
| PO BOX 96063 | PORTLAND | OR | 972966002 | NONE | PC | GENERAL OPERATING | $1,500 |
| READING RESULTS | |||||||
| 3115 NE SANDY BLVD STE 229 | PORTLAND | OR | 972322779 | NONE | PC | GENERAL OPERATING | $2,500 |
| PORTLAND PIANO INTERNATIONAL | |||||||
| PO BOX 6469 | PORTLAND | OR | 972286469 | NONE | PC | GENERAL OPERATING | $1,500 |
| NWABA | |||||||
| 703 BROADWAY ST 600 | VANCOUVER | WA | 98660 | NONE | PC | GENERAL OPERATING | $2,000 |
| WORLD FORESTRY CENTER | |||||||
| 4033 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | PC | GENERAL OPERATING | $2,500 |
| PETE | |||||||
| 4241 NE 70 AVE | PORTLAND | OR | 97218 | NONE | PC | GENERAL OPERATING | $1,000 |
| CHAMBER MUSIC NORTHWEST | |||||||
| 1201 SW 12TH AVE STE 420 | PORTLAND | OR | 972052031 | NONE | PC | GENERAL OPERATING | $4,500 |
| METROPOLITAN YOUTH SYMPHONY | |||||||
| 4800 S MACADAM AVE STE 105 | PORTLAND | OR | 972393929 | NONE | PC | GENERAL OPERATING | $3,000 |
| PATH HOME | |||||||
| 6220 SE 92ND AVE | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $5,000 |
| LIFE EXPANDING ADVENTURE PROGRAM | |||||||
| 806 SW BROADWAY STE 300 | PORTLAND | OR | 972053305 | NONE | PC | GENERAL OPERATING | $4,000 |
| OREGON ARTS WATCH | |||||||
| 3404 NE 18TH AVENUE | PORTLAND | OR | 972120000 | NONE | PC | GENERAL OPERATING | $20,000 |
| ECOCHALLENGE | |||||||
| PO BOX 6381 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,500 |
| COHO PRODUCTIONS | |||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $2,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVE | WEST LINN | OR | 970684605 | NONE | PC | GENERAL OPERATING | $4,500 |
| CYMASPACE | |||||||
| 1732 SE HAIG ST | PORTLAND | OR | 972022852 | NONE | PC | GENERAL OPERATING | $1,500 |
| GIRLS ON THE RUN WILLAMETTE VALLEY | |||||||
| 2337 NW YORK ST | PORTLAND | OR | 972102112 | NONE | PC | GENERAL OPERATING | $3,000 |
| ALL CLASSICAL PORTLAND | |||||||
| 211 SE CARUTHERS ST SUITE 200 | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $2,500 |
| ADVANCE GENDER EQUITY IN THE ARTS | |||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $6,000 |
| ALBERTA ABBEY FOUNDATION | |||||||
| 126 NE ALBERTA ST STE 205 | PORTLAND | OR | 972112665 | NONE | PC | GENERAL OPERATING | $1,500 |
| Sitka Center For Art & Ecology | |||||||
| 56605 SITKA DR | OTIS | OR | 97368 | NONE | PC | GENERAL OPERATING | $2,500 |
| Forest Park Conservancy | |||||||
| 833 SW 11TH AVE 800 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 |
| OREGON REPERTORY SINGERS | |||||||
| PO BOX 445 | GLADSTONE | OR | 970270445 | NONE | PC | GENERAL OPERATING | $1,500 |
| BRADLEY ANGLE | |||||||
| 5432 N ALBINA AVE | PORTLAND | OR | 972172304 | NONE | PC | GENERAL OPERATING | $2,500 |
| GIRLS INC OF THE PACIFIC NORTHWEST | |||||||
| 4800 S MACADAM AVE STE 309 | PORTLAND | OR | 972393927 | NONE | PC | GENERAL OPERATING | $1,500 |
| LIBRARY FOUNDATION | |||||||
| 620 SW FIFTH AVENUE SUITE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERALOPERATING | $12,000 |
| NORTHWEST HOUSING ALTERNATIVES | |||||||
| 13819 SE MCLOUGHLIN BLVD | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 |
| PORTLAND AUDUBON | |||||||
| 5151 NW CORNEL RD | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $5,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 10770 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $15,000 |
| REAP INC | |||||||
| PO BOX 86341 | PORTLAND | OR | 97286 | NONE | PC | GENERAL OPERATING | $2,500 |
| ALS ASSOCIATION OREGON AND SW WASHINGTON | |||||||
| 825 N MULTNOMAH STREET SUITE 940 | PORTLAND | OR | 972320000 | NONE | PC | GENERAL OPERATING | $1,000 |
| FAMILY OF FRIENDS MENTORING | |||||||
| 1333 NW EASTMAN PARKWAY | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,500 |
| VIETNAM WAR MEMORIAL FUND | |||||||
| PO BOX 1448 | BORING | OR | 970091448 | NONE | PC | GENERAL OPERATING | $5,000 |
| WRITE AROUND PORTLAND | |||||||
| 133 SW 2ND AVE STE 304 | PORTLAND | OR | 972043526 | NONE | PC | GENERAL OPERATING | $3,000 |
| MINDS MATTER PORTLAND | |||||||
| PO BOX 12089 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 |
| GREATER THAN | |||||||
| 3045 BRICE RD UNIT 82 | BRICE | OH | 431097504 | NONE | PC | GENERAL OPERATING | $10,000 |
| ALBERTINA KERR CENTERS | |||||||
| 424 NE 22ND AVE | PORTLAND | OR | 972322809 | NONE | PC | GENERAL OPERATING | $3,500 |
| BOYS GIRLS AID SOCIETY OF OREGON | |||||||
| 9320 SW BARBUR BLVD | PORTLAND | OR | 972195437 | NONE | PC | GENERAL OPERATING | $2,000 |
| PORTLAND YOUTH PHILHARMONIC | |||||||
| 9320 SW BARBUR BLVD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,500 |
| TUCKER MAXON SCHOOL | |||||||
| 2860 SE HOLGATE BLVD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 3910 SE STARK ST | PORTLAND | OR | 972143241 | NONE | PC | GENERAL OPERATING | $2,500 |
| METROPOLITAN FAMILY SERVICE | |||||||
| 1010 SE STARK ST | PORTLAND | OR | 972141336 | NONE | PC | GENERAL OPERATING | $1,500 |
| WILLIAM TEMPLE HOUSE | |||||||
| 2023 NW HOYT ST | PORTLAND | OR | 972091211 | NONE | PC | GENERAL OPERATING | $3,000 |
| OUTSIDE IN | |||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 972051703 | NONE | PC | GENERAL OPERATING | $2,000 |
| CORRIB THEATRE | |||||||
| 128 NW 11TH AVE | PORTLAND | OR | 972094160 | NONE | PC | GENERAL OPERATING | $2,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| 1600 SW 4TH AVE STE 730 | PORTLAND | OR | 972015519 | NONE | PC | GENERAL OPERATING | $15,000 |
| ECUMENICAL MINISTRIES OF OREGON | |||||||
| 0245 SW BANCROFT ST | PORTLAND | OR | 972394258 | NONE | PC | GENERAL OPERATING | $2,500 |
| CLACKAMAS SERVICE CENTER INC | |||||||
| PO BOX 2620 | CLACKAMAS | OR | 970152620 | NONE | PC | GENERAL OPERATING | $2,500 |
| 1000 FRIENDS OF OREGON | |||||||
| 133 SW 2ND AVE STE 201 | PORTLAND | OR | 972043524 | NONE | PC | GENERAL OPERATING | $2,500 |
| IMMIGRATION COUNSELING SERVICE | |||||||
| 519 SOUTHWEST PARK AVENUE SUITE 610 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 |
| LAKEWOOD THEATRE COMPANY | |||||||
| 368 S STATE ST | LAKE OSWEGO | OR | 970343936 | NONE | PC | GENERAL OPERATING | $5,000 |
| WHEEL TO WALK FOUNDATION | |||||||
| PO BOX 20146 | PORTLAND | OR | 972940146 | NONE | PC | GENERAL OPERATING | $1,000 |
| SERENDIPITY CENTER | |||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATING | $3,000 |
| SISTERS OF THE ROAD | |||||||
| 618 NW DAVIS ST | PORTLAND | OR | 972093617 | NONE | PC | GENERAL OPERATING | $4,000 |
| OPEN SIGNAL | |||||||
| 2766 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 972193013 | NONE | PC | GENERAL OPERATING | $20,000 |
| CIVICS LEARNING PROJECT | |||||||
| 1300 SW 6TH AVENUE SUITE 190 | PORTLAND | OR | 972010000 | NONE | PC | GENERAL OPERATING | $5,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SW MILTON CT | TIGARD | OR | 972248024 | NONE | PC | GENERAL OPERATING | $10,000 |
| PORTLAND BAROQUE ORCHESTRA | |||||||
| 610 SW BROADWAY STE 605 | PORTLAND | OR | 972053407 | NONE | PC | GENERAL OPERATING | $2,500 |
| CASCADE AIDS PROJECT | |||||||
| 520 NW DAVIS ST STE 215 | PORTLAND | OR | 972093620 | NONE | PC | GENERAL OPERATING | $2,000 |
| PARKINSONS RESOURCES OF OREGON | |||||||
| 8880 SW NIMBUS AVE STE B | BEAVERTON | OR | 970087111 | NONE | PC | GENERAL OPERATING | $2,500 |
| MILAGRO | |||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 |
| PHAME ACADEMY | |||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 972321425 | NONE | PC | GENERAL OPERATING | $15,000 |
| OREGON CHILDRENS THEATRE COMPANY | |||||||
| 1631 NE BROADWAY ST PMB 620 | PORTLAND | OR | 972321425 | NONE | PC | GENERAL OPERATING | $15,000 |
| SMART READING | |||||||
| 101 SW MARKET ST | PORTLAND | OR | 972015701 | NONE | PC | GENERAL OPERATING | $2,500 |
| NORTHWEST CATHOLIC COUNSELING CENTER | |||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 972200000 | NONE | PC | GENERAL OPERATING | $2,000 |
| CASA OF CLACKAMAS COUNTY | |||||||
| 421 HIGH ST STE 108 | OREGON CITY | OR | 970452202 | NONE | PC | GENERAL OPERATING | $2,500 |
| NORTHWEST CHILDRENS THEATER & SCHOOL | |||||||
| 1000 SW BROADWAY T-100 | PORTLAND | OR | 972053091 | NONE | PC | GENERAL OPERATING | $20,000 |
| FEAR NO MUSIC | |||||||
| 4717 SW JULIA ST | PORTLAND | OR | 972212934 | NONE | PC | GENERAL OPERATING | $1,500 |
| COMMUNITY CYCLING CENTER | |||||||
| 1700 NE ALBERTA ST | PORTLAND | OR | 972115802 | NONE | PC | GENERAL OPERATING | $1,000 |
| KINSHIP HOUSE | |||||||
| 1823 NE 8TH AVENUE | PORTLAND | OR | 972120000 | NONE | PC | GENERAL OPERATING | $3,500 |
| CHILDRENS CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 972092872 | NONE | PC | GENERAL OPERATING | $2,500 |
| COMMUNITY TRANSITIONAL SCHOOL | |||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 972180000 | NONE | PC | GENERAL OPERATING | $4,000 |
| WHITE BIRD | |||||||
| 5620 SW EDGEMONT PL | PORTLAND | OR | 972392707 | NONE | PC | GENERAL OPERATING | $6,000 |
| BODYVOX INC | |||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 972090000 | NONE | PC | GENERAL OPERATING | $8,000 |
| BLANCHET HOUSE OF HOSPITALITY | |||||||
| 310 NW GLISAN ST | PORTLAND | OR | 972093712 | NONE | PC | GENERAL OPERATING | $2,500 |
| STORE TO DOOR | |||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 972190000 | NONE | PC | GENERAL OPERATING | $3,500 |
| PORTLAND YOUTHBUILDERS | |||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 972662723 | NONE | PC | GENERAL OPERATING | $2,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $2,500 |
| OREGON FOOD BANK | |||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,440 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $519 |
| FEDERAL TAX REFUND | 1 | $30,571 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $435,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $435,824 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 412295107 HARDING LOEVNER INTE | AT COST | $343,747 | $419,111 |
| 46429B697 ISHARES MSCI USA MIN | |||
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $923,708 | $933,878 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $376,886 | $420,872 |
| 779572106 T ROWE PRICE SMALL C | AT COST | $313,328 | $585,735 |
| 922908553 VANGUARD REAL ESTATE | |||
| 808524870 SCHWAB U S TIPS ETF | |||
| 46434G103 ISHARES CORE MSCI EM | AT COST | $499,400 | $591,399 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $882,638 | $1,006,572 |
| 464288646 ISHARES TRUST ISHARE | AT COST | $713,411 | $673,857 |
| 31635V729 FIDELITY LARGE CAP G | AT COST | $1,315,913 | $2,008,855 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $880,479 | $1,697,617 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,481,086 | $1,355,484 |
| 464288612 ISHARES INTERMEDIATE | AT COST | $1,543,875 | $1,450,249 |
| 316146265 FIDELITY MID CAP IND | AT COST | $533,178 | $607,827 |
| 464288521 ISHARES CORE US REIT | AT COST | $529,020 | $583,911 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $927,668 | $1,111,401 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $2,974 |
| ROUNDING | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISC EXPENSES | $4,527 | $0 | $4,527 |
| STATE FILING FEE/TAX | $1,439 | $0 | $1,439 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $519 | $519 |
| FEDERAL TAX REFUND | $30,571 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,946 | $2,946 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,918 | $1,918 | $0 |
Comments