BRAEMAR CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRAEMAR CHARITABLE TRUST (EIN 93-6272124)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-07
- IRS object ID
- 202320389349100717
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-07T15:05:25-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930418710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS ROAD NO 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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936272124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAEMAR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAE | BusinessNameControlTxt |
| Phone | 5032860685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA B COX | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5032860685 | PhoneNum |
| Signature | 2023-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | COX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLIS CPA | PreparerPersonNm |
| PTIN | P00853258 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Preparation | 2023-02-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,917,723 | 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 | $4,361,835 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $675,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,828,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,630 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,316,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $954,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,758 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,773 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,692 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $947,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,162,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,106,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,153,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $902,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $379,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,546 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,546 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,506,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,853,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,646,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,759,087 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,758,818 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,950,635 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $105,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $105,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $105,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $137,390 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,749,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,901,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,917,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,444,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,444,431 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,694,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$543,396 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,749,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,901,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,749,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,901,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,749,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,153,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,903,776 | SubtotalAmt |
| Other Decreases | $2,741 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,901,035 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,592,334 | $2,550,049 | $42,285 | $42,285 | |
| CAPITAL GAINS DIVIDENDS | $236,345 | $236,345 | $236,345 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,979 | 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 | $9,979 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Tax Due | $2,629 | TaxDueAmt |
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 | TRUSTMANAGEMENTSERVICES.NET | WebsiteAddressTxt |
| Individual With Books | MARTHA B COX | IndividualWithBooksNm |
| Phone | 5032860685 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA B COX | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MELANIE ANN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG SNYDER | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY C BIRD | ||||||||
| PO BOX 1990 | WALDPORT | OR | 97394 | GRANT ADMINISTRATOR | 5.00 | $150,000 | $0 | $0 |
| TRUST MANAGEMENT SERVICES LLC | ||||||||
| PO BOX 1990 | WALDPORT | OR | 97394 | GRANT ADMINISTRATOR | 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 | $23,172,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $137,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,630,605 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,630,605 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,276,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,163,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,163,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,541 | TotalTaxAmt |
| Distributable Before Adj | $1,151,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,151,266 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,151,266 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,106,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,106,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,151,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,081,385 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,106,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,081,385 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,800 | 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 | $1,126,466 | 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 | TRUST MANAGEMENT SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1990 | AddressLine1Txt |
| City | WALDPORT | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97394 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5415637279 | RecipientPhoneNum |
| Recipient Email Address | INFO@TRUSTMANAGEMENTSERVICES.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION MUST BE IN WRITING; SUBMIT PROOF OF TAX EXEMPT STATUS AND CONFIRM THE APPLICANT IS NOT A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION AS REPORTED ON FORM 990, SCHEDULE A, LINE 12; COPY OF BY-LAWS AND CONSTITUTION; COPY OF CURRENT FINANCIAL STATEMENTS; STATEMENT OF SPECIFIC ENDEAVOR; RECORD OF PRIOR RESULTS OF SIMILAR EFFORTS; AND OTHER INFORMATION TAX EXEMPT ORGANIZATION CONSIDERS PERTINENT. SEE TRUSTMANAGEMENTSERVICES.NET FOR COMPLETE APPLICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY; SEE TRUSTMANAGEMENTSERVICES.NET FOR ALL DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO TAX-EXEMPT ORGANIZATIONS WITHIN OREGON. GENERALLY THE MAXIMUM GRANT IS $15,000. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABC HOUSE | ||||||
| 228 SW 5TH AVENUE | ALBANY | OR | 97321 | PC | TO EXPAND COMMUNITY EDUCATION PROGRAMMING | $15,000 |
| ALBERTINA KERR CENTERS FOUNDATION | ||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | SO I | TO REPLACE FLOORING WITH LVT | $12,000 |
| ALSEA WOLVERINES BOOSTER CLUB | ||||||
| PO BOX 1234 | ALSEA | OR | 97324 | PC | TO PURCHASE A MOTORIZED FLAG FOR THE ALSEA CHARTER SCHOOL GYM | $3,729 |
| APPLEGATE PARTNERSHIP INC | ||||||
| 60 UPPER APPLEGATE ROAD | JACKSONVILLE | OR | 97530 | PC | TO SUPPORT THE DESIGN AND PRINTING OF INTERPRETIVE SIGNAGE TO HONOR AGNES BAKER PILGRIM | $9,000 |
| ARC OF LANE COUNTY | ||||||
| 4181 E STREET | SPRINGFIELD | OR | 97478 | PC | TO SUPPORT THE JUMPSTART PRESCHOOL PROGRAM | $20,000 |
| ASSISTANCE LEAGUE OF SALEM-KEIZER | ||||||
| 1095 SAGINAW ST S | SALEM | OR | 97302 | PC | OPERATION SCHOOL BELL PURCHASES FOR UNDERPRIVILEGED STUDENTS | $15,000 |
| BANDON HISTORICAL SOCIETY MUSEUM | ||||||
| 270 FILLMORE AVE SE | BANDON | OR | 97411 | PC | TO PURCHASE MATERIALS, SUPPLIES, AND LABOR TO UPDATE MUSEUM DISPLAYS | $7,115 |
| BEAT CHILDREN'S THEATER | ||||||
| 1080 SE 9TH STREET | BEND | OR | 97702 | PC | TO SUPPORT THEIR EDUCATIONAL OUTREACH PROGRAM | $15,000 |
| BEND FOREST SCHOOL FOUNDATION | ||||||
| 60835 TARALON PLACE | BEND | OR | 97702 | PC | TO SUPPORT ACCESSIBILITY AND DEI PROGRAMS FOR 2022-2023 SCHOOL YEAR | $10,000 |
| BENDFILM | ||||||
| 1000 NW WALL STREET SUITE 240 | BEND | OR | 97703 | PC | TO SUPPORT THE REACH BEYOND PROGRAM | $15,000 |
| BOYS & GIRLS CLUB OF ALBANY | ||||||
| 1215 HILL ST SE | ALBANY | OR | 97322 | PC | TO SUPPORT PROMOTING STEM FUTURES | $11,205 |
| BOYS & GIRLS CLUB OF CORVALLIS | ||||||
| 1112 NW CIRCLE BLVD | CORVALLIS | OR | 97330 | PC | TO SUPPORT THE READING RANGERS PROGRAM | $10,000 |
| BOYS & GIRLS CLUB OF SALEM MARION AND POLK COUNTIES | ||||||
| 1395 SUMMER STREET NE | SALEM | OR | 97301 | PC | TO SUPPORT POWER HOUR FOR 300 YOUTH ACROSS SEVEN CLUBHOUSES | $15,000 |
| BOYS AND GIRLS CLUB OF EMERALD VALLEY | ||||||
| 1545 WEST 22ND AVENUE | EUGENE | OR | 97405 | PC | TO SUPPORT THE "LIFTING YOUTH WITH LITERACY" PROGRAM | $10,000 |
| BOYS AND GIRLS CLUB OF SOUTHWESTERN OR | ||||||
| 3333 WALNUT AVENUE | COOS BAY | OR | 97420 | PC | TO CREATE SENSORY SPACES FOR YOUTH | $8,439 |
| CALDERA ARTS | ||||||
| 224 NW 13TH AVENUE SUITE 304 | PORTLAND | OR | 97209 | PC | TO SUPPORT CENTRAL OREGON YOUTH ARTS PROGRAMMING | $7,500 |
| CAMPFIRE CENTRAL OREGON | ||||||
| PO BOX 7031 | BEND | OR | 97708 | PC | TO SUPPORT INTRODUCTION OF CODING AND ROBOTICS TO LOW INCOME AREAS | $15,000 |
| CASA FOR CHILDREN OF KLAMATH COUNTY | ||||||
| 731 MAIN STREET SUITE 202 | KLAMATH FALLS | OR | 97601 | PC | TO RECRUIT, TRAIN, AND RETAIN VOLUNTEERS | $15,000 |
| CASA OF DOUGLAS COUNTY | ||||||
| 541 W UMPQUA ST SUITE 2 | ROSEBURG | OR | 97471 | PC | TO SUPPORT AWARENESS, RECRUITMENT, AND RETAINMENT PROJECT | $10,000 |
| CASA OF JACKSON COUNTY INC | ||||||
| PO BOX 4132 | MEDFORD | OR | 97504 | PC | TO RECRUIT AND TRAIN NEW VOLUNTEERS | $10,000 |
| CASA OF LANE COUNTY | ||||||
| 174 DEADMOND FERRY ROAD | SPRINGFIELD | OR | 97477 | PC | TO PROVIDE FUNDING FOR A CASA SUPERVISORY POSITION | $10,000 |
| CENTRAL OREGON VETERAN'S RANCH | ||||||
| 65920 61ST STREET | BEND | OR | 97703 | PC | TO STRENGTHEN AND EXPAND THE THERAPEUTIC HYDROPONICS EDUCATION PROGRAM FOR COMBAT VETS | $15,000 |
| CONFERENCE OF ST VINCENT DE PAUL SOCIETY OF MYRTLE CREEK | ||||||
| 116 N MAIN STREET | MYRTLE CREEK | OR | 97457 | PC | TO PROVIDE EMERGENCY FOOD AND HOUSING RESOURCES FOR UNDERSERVED RURAL POPULATIONS | $10,000 |
| COOS BAY PUBLIC LIBRARY FOUNDATION | ||||||
| 525 ANDERSON | COOS BAY | OR | 97420 | PC | TO PROVIDE FUNDING TO PURCHASE ROLLING SHELVING | $10,000 |
| COOS WATERSHED COUNCIL | ||||||
| 300 CENTRAL AVENUE | COOS BAY | OR | 97420 | PC | TO SUPPORT THE STORMWATER POLLUTION AWARENESS CAMPAIGN/STORM DRAIN MURALS | $10,000 |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | ||||||
| 6377 MONUMENT DRIVE | GRANTS PASS | OR | 97528 | PC | TO PROVIDE FUNDING FOR NEW FENCING | $10,000 |
| DOUGLAS CARES | ||||||
| 545 W UMPQUA STREET 2 | ROSEBURG | OR | 97471 | PC | TO PROVIDE PARTIAL FUNDING TO HIRE A SKILLS TRAINER | $7,500 |
| ELLIPSE THEATRE COMMUNITY | ||||||
| 61141 S HWY 97 PMB 136 | BEND | OR | 97702 | PC | TO OFFSET COST OF THE VENUE FOR PRESENTATION OF A PTSD AWARENESS PROJECT | $2,500 |
| EVERY CHILD LANE COUNTY | ||||||
| 379 COBURG ROAD SUITE B | EUGENE | OR | 97401 | PC | TO SUPPORT THE BRIGHTER SIDE GIVING STORE | $5,000 |
| EVERY CHILD LINN BENTON | ||||||
| 35840 KNOX BUTTE RD E | ALBANY | OR | 97322 | PC | TO PROVIDE FOSTER FAMILY HOSPITALITY/EVENTS | $7,000 |
| FAMILY ACCESS NETWORK | ||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | TO SUPPORT CLIENT FUNDS | $15,000 |
| FAMILY BUILDING BLOCKS | ||||||
| 2425 LANCASTER DR NE | SALEM | OR | 97305 | PC | TO PURCHASE AND INSTALL A CLOTHING SHED AT A SATELLITE LOCATION | $5,600 |
| FERN RIDGE LIBRARY FOUNDATION | ||||||
| 88026 TERRITORIAL RD | VENETA | OR | 97487 | PC | TO PROVIDE MEDIA STORAGE SHELVING FOR THE YOUTH AND ADULT AREAS OF THE LIBRARY | $5,750 |
| FRIENDS OF CASCADE LOCKS HISTORICAL MUSEUM | ||||||
| PO BOX 321 | CASCADE LOCKS | OR | 97014 | PC | TO SUPPORT FUNDING TO UNDERTAKE A FULL ORGANIZATIONAL PLANNING PROCESS | $11,168 |
| HEALING REINS | ||||||
| PO BOX 5593 | BEND | OR | 97708 | PC | TO SUPPORT THE REACH AFTERSCHOOL PROGRAM | $15,000 |
| HIGH DESERT MUSEUM | ||||||
| 59800 S HWY 97 | BEND | OR | 97702 | PC | TO SUPPORT THE KIDS CURATE PROGRAM | $15,000 |
| HOPE EQUESTRIAN CENTER | ||||||
| 716 RILEY ROAD | EAGLE POINT | OR | 97524 | PC | TO SUPPORT EDUCATIONAL HORSE CAMPS FOR SPECIAL NEEDS & AT-RISK KIDS | $10,000 |
| ILLINOIS VALLEY 2010 COMMUNITY RESPONSE TEAM | ||||||
| 341 E COTTAGE PARK DRIVE 4 | CAVE JUNCTION | OR | 97523 | PC | TO SUPPORT THE BACK IN THE LIGHT ARTS EDUCATION PROGRAM | $8,000 |
| JACKSON COUNTY SART | ||||||
| 320 E MAIN STREET 204 | ASHLAND | OR | 97520 | PC | TO SUPPORT THE SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS | $10,000 |
| JBARJ YOUTH SERVICES | ||||||
| 62895 HAMBY ROAD | BEND | OR | 97701 | PC | TO SUPPORT STAFF EXPENSES AND MATERIALS FOR FAMILIES IN NEED | $15,000 |
| KIDS CENTER | ||||||
| 1375 NW KINGSTON AVENUE | BEND | OR | 97703 | PC | TO UPDATE AND EXPAND CHILD ABUSE PREVENTION EDUCATION TOOL KITS FOR PARENTS, EDUCATORS | $15,000 |
| KLAMATH FILM | ||||||
| PO BOX 1511 | KLAMATH FALLS | OR | 97601 | PC | TO SUPPORT 10TH ANNUAL KLAMATH INDEPENDENT FILM FESTIVAL | $10,000 |
| LAKE COUNTY LIBRARY DISTRICT | ||||||
| 26 SOUTH G STREET | LAKEVIEW | OR | 97630 | PC | TO SUPPORT THEIR EARLY LITERACY AND LIFELONG LEARNING PROJECT | $15,000 |
| LANE ARTS COUNCIL | ||||||
| 174 E 16TH AVENUE SUITE 125 | EUGENE | OR | 97401 | PC | TO SUPPORT IN-SCHOOL ARTS EDUCATION IN THE BETHEL SCHOOL DISTRICT | $10,000 |
| LEBANON PUBLIC LIBRARY | ||||||
| 55 ACADEMY STREET | LEBANON | OR | 97355 | GOV | TO SUPPORT THE PURCHASE OF LIBRARY MATERIALS AND EQUIPMENT | $13,505 |
| LINN COUNTY ANIMAL RESCUE | ||||||
| 39389 PLAGMAN DR | LEBANON | OR | 97355 | PC | TO SUPPORT THE "HEALING HEARTS WITH HORSES" PROGRAMS BY RENOVATING THE BARN WALKWAY | $15,000 |
| LITTLE THEATRE ON THE BAY | ||||||
| 2100 SHERMAN AVENUE | NORTH BEND | OR | 97459 | PC | TO SUPPORT THE LITTLE OLE OPRY DECEMBER SHOW | $10,000 |
| LUMINA HOSPICE & PALLIATIVE CARE | ||||||
| 720 SW 4TH ST | CORVALLIS | OR | 97333 | PC | TO PROVIDE LICENSING FEES FOR 100 VOLUNTEERS | $3,500 |
| MARION-POLK FOOD SHARE | ||||||
| 1660 SALEM INDUSTRIAL DR NE | SALEM | OR | 97301 | PC | TO SUPPORT THE SUMMER INTERNSHIP PROJECT AT CHEMEKETA COMMUNITY COLLEGE CAMPUS | $15,000 |
| MARY'S RIVER WATERSHED | ||||||
| 101 SW WESTERN BLVD | CORVALLIS | OR | 97330 | PC | TO SUPPORT CONTINUATION AND EXPANSION OF THE PEERS IN NATURE PROGRAM | $15,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 SW MILTON COURT | TIGARD | OR | 97224 | PC | TO PROVIDE DENTAL AND HEALTH CARE THROUGH THE CARE AND CONNECT CLINICS | $10,000 |
| MOUNTAINSTAR FAMILY RELIEF CENTER | ||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | TO SUPPORT CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT FOR THE STAFF | $15,000 |
| OLD MILL CENTER FOR CHILDREN AND FAMILIES | ||||||
| 1650 SW 45TH PLACE | CORVALLIS | OR | 97333 | PC | TO SUPPORT CHILDREN AND FAMILIES IN THE RELIEF NURSERY PROGRAM | $12,000 |
| OPHELIA'S PLACE | ||||||
| 1577 PEARL ST SUITE 100 | EUGENE | OR | 97401 | PC | TO SUPPORT "SCHOOL PARTNERSHIPS TO PROMOTE POSITIVE YOUTH DEVELOPMENT IN RURAL LANE COUNTY" | $10,000 |
| OREGON 4-H FOUNDATION | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT THE MID VALLEY CAMPER ACCESS PROGRAM | $15,000 |
| OREGON 4-H FOUNDATIONWASCO COUNTY 4-H | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT LEARNING TO LEAD PROGRAM | $15,000 |
| OREGON COAST COMMUNITY ACTION | ||||||
| 1885 THOMAS AVENUE | COOS BAY | OR | 97420 | PC | TO PROVIDE ONE MOBILE BILLBOARD TRAILER | $3,950 |
| OREGON MATHCOUNTS FOUNDATION | ||||||
| 70 SW CENTURY DR SUITE 100 PMB 353 | BEND | OR | 97702 | PC | TO SUPPORT EXPENSES FOR THE STATE MATHCOUNTS COMPETITION | $6,500 |
| PARENTING NOW | ||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | PC | TO SUPPORT FIVE WONDERFUL ONES GROUPS AS PART OF THE F3Y PROGRAM | $10,000 |
| PEARL BUCK CENTER | ||||||
| 3690 W 1ST AVENUE | EUGENE | OR | 97402 | PC | TO SUPPORT IN-HOUSE TRANSPORTATION AND TO PROVIDE FUNDING FOR THE HEALTHY MEALS PROGRAM | $20,000 |
| PHILOMATH YOUTH ACTIVITIES CLUB | ||||||
| 421 S 19TH ST | PHILOMATH | OR | 97370 | PC | TO SUPPORT THE PURCHASE OF STEM KITS TO BE USED AT THE AFTER SCHOOL PROGRAM | $5,770 |
| PREGNANCY CARE CENTER OF GRANTS PASS | ||||||
| 714 SE 8TH STREET | GRANTS PASS | OR | 97526 | PC | TO PROVIDE FUNDING FOR PATHWAYS PARENTING PROGRAM | $4,126 |
| RESPONDER LIFE | ||||||
| 5665 MEADOWS ROAD 160 | LAKE OSWEGO | OR | 97035 | PC | TO EXPAND THE REST STOP PROGRAM TO LINN, BENTON, AND MARION COUNTIES | $15,000 |
| ROOTS AND WINGS CHILD DEVELOPMENT | ||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | PC | TO SUPPORT THE EQUITABLE EDUCATION AND CARE PROGRAM | $5,000 |
| ROSS RAGLAND THEATER AND CULTURAL CENTER | ||||||
| 200 N 7TH STREET | KLAMATH FALLS | OR | 97601 | PC | TO SUPPORT THE SUMMER CAMP THEATER PROGRAM | $15,000 |
| SAFARI GAME SEARCH FOUNDATION | ||||||
| 1790 SAFARI ROAD | WINSTON | OR | 97496 | PC | TO PROVIDE ACCESSIBILITY IMPROVEMENTS AND ENHANCEMENTS FOR THE TRAIN | $10,000 |
| SAFE HAVEN MATERNITY HOME | ||||||
| 445 NW CHESTNUT AVENUE | ROSEBURG | OR | 97470 | PC | TO SUPPORT THE RESIDENCY PROGRAM | $10,000 |
| SALEM ALLIANCE CHURCH DBA SPARROW FURNITURE | ||||||
| 1264 BROADWAY ST NE | SALEM | OR | 97301 | PC | TO PROVIDE WORK AND ENGLISH LANGUAGE TRAINING FOR REFUGEES IN THE SALEM AREA | $13,770 |
| SALEM ART ASSOCIATION | ||||||
| 600 MISSION ST SE | SALEM | OR | 97302 | PC | TO SUPPORT THE SUMMER ART BACKPACK PROGRAM | $10,000 |
| SALEM FREE CLINICS | ||||||
| 1300 BROADWAY ST NE SUITE 104 | SALEM | OR | 97301 | PC | TO SUPPORT THE VISION AND CALL INTERNSHIP PROGRAM | $15,000 |
| SALEM LEADERSHIP FOUNDATION | ||||||
| 1300 BROADWAY ST NE STE 409 | SALEM | OR | 97303 | PC | TO EXPAND COMMUNITY PARTNERSHIP TEAMS IN SALEM-KEIZER | $15,000 |
| SCHOOL GARDEN PROJECT OF LANE COUNTY | ||||||
| 454 WILLAMETTE STREET SUITE 205 | EUGENE | OR | 97403 | PC | TO SUPPORT THE SUMMER GARDEN CLUB | $10,000 |
| SCIO PUBLIC LIBRARY | ||||||
| 38957 NW 1ST AVE | SCIO | OR | 97374 | GOV | TO PURCHASE SHELVING UNITS FOR THE ADULT BOOK AREA | $9,891 |
| SIUSLAW WATERSHED COUNCIL | ||||||
| 10868 E MAPLETON RD | MAPLETON | OR | 97453 | PC | TO FUND AN OUTREACH AND EDUCATION COORDINATOR POSITION | $9,955 |
| SOUTH BENTON COMMUNITY ENHANCEMENT | ||||||
| 25184 WEBSTER AVE | MONROE | OR | 97456 | PC | TO SUPPORT THE SUMMER ART PROGRAM FOR CHILDREN IN MONROE | $15,000 |
| ST FRANCIS SHELTER | ||||||
| 1820 BERRY STREET SE | SALEM | OR | 97302 | PC | TO SUPPORT THE COST OF THE FAMILY SERVICES MANAGER AT THE SHELTER | $15,000 |
| ST MARTIN'S EPISCOPAL FOOD PANTRY | ||||||
| 95 CLEVELAND STREET | SHADY COVE | OR | 97539 | PC | TO SUPPORT THE CHURCH'S FOOD PANTRY PURCHASES | $10,000 |
| THE CASCADES THEATRICAL COMPANY | ||||||
| 148 NW GREENWOOD AVENUE | BEND | OR | 97703 | PC | TO SUPPORT TEEN THEATER OPPORTUNITIES THROUGH "THE MEDIA PROJECT" | $5,000 |
| THE CHILD CENTERMENTAL HEALTH FOR CHILDREN | ||||||
| 44 CLUB ROAD SUITE 210 | EUGENE | OR | 97401 | PC | TO PROVIDE TRAINING TO CERTIFY AN EMDR THERAPIST TO SUPERVISE OTHER THERAPISTS | $7,500 |
| THE DALLES-WASCO COUNTY LIBRARY FOUNDATION | ||||||
| 722 COURT STREET | THE DALLES | OR | 97058 | PC | TO PURCHASE 3 SHORT STORY DISPENSERS | $15,000 |
| THE PEACEFUL PRESENCE PROJECT | ||||||
| PO BOX 1963 | BEND | OR | 97709 | PC | TO SUPPORT TRAINING FOR END OF LIFE DOULAS EMBEDDED IN RURAL COMMUNITIES | $14,920 |
| THE ROSE CIRCLE MENTORING PROGRAM | ||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | PC | TO PROVIDE FUNDING FOR THE 2022 RISING RESILIENT SUMMER CAMP | $10,000 |
| UNION GOSPEL MISSION OF SALEM | ||||||
| 777 COMMERCIAL STREET NE | SALEM | OR | 97301 | PC | TO SUPPORT RENOVATION OF THE FAMILY ROOMS AND PROVIDE TRAUMA INFORMED TRAINING TO STAFF | $13,300 |
| WORDCRAFTERS | ||||||
| 438 CHARNELTON SUITE 101 | EUGENE | OR | 97401 | PC | TO SUPPORT WRITERS IN THE SCHOOLS/WRITERS RESIDENCY SERIES | $10,000 |
| WYLDE WIND AND WATER | ||||||
| 560 HIGHLINE ROAD | HOOD RIVER | OR | 97031 | PC | TO PROVIDE BILINGUAL CLASSROOM WATER SAFETY SPECIALLY DESIGNED FOR THE HOOD RIVER AREA | $5,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| 925 WEST 8 STREET | MEDFORD | OR | 97501 | PC | TO SUPPORT THE EDUCATION AND OUTREACH INITIATIVES & SPECIAL PROGRAMMING | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $947,693 | 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 | $282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $675,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,784 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBART M BIRD ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6995 SW MERRY LANE | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,361,835 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $5,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE CORE FIXED | $2,876,674 | $2,465,723 |
| SCHWAB TREASURY INFL SWRSX | $850,000 | $733,349 |
| VANGUARD TOTAL BOND FUND | $2,032,144 | $1,751,563 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK MULTIASSET | $1,656,849 | $1,436,103 |
| CHAMPLAIN SMALL COMPANY FUND | $1,220,052 | $1,052,736 |
| DFA GLOBAL REAL ESTATE | $1,230,333 | $1,064,693 |
| DFA INTERNATIONAL SMALL COMPANY | $587,771 | $469,899 |
| DODGE & COX INTL STOCK FUND | $1,470,232 | $1,240,924 |
| GQG PARTNERS EMERGING MARKETS | $620,000 | $520,444 |
| JOHCM INTL FUND | $1,098,752 | $1,189,964 |
| PIMCO ALL ASSET | $1,664,075 | $1,416,084 |
| SCHWAB FUNDAMENTAL US LARGE COMPANY IDX | $2,560,135 | $2,462,762 |
| SCHWAB S&P 500 INDEX FUND | $4,107,603 | $4,593,596 |
| VANGUARD TTL INTL VTIAX | $2,637,869 | $2,198,947 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $105,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $105,000 | BookValueAmt |
| EOYFMV | $137,390 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,741 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OR DEPT OF JUSTICE FEE | $2,400 | $0 | $2,400 |
| RENT, P.O. BOX | $232 | $0 | $232 |
| BANK CHARGES | $60 | $0 | $60 |
| PROPERTY MAINTENANCE | $5,773 | $5,773 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $44,989 | Amt |
| Net Investment Income | $44,989 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $1,758 | $1,758 | $0 |
| FEDERAL TAXES | $3,958 | $0 | $0 |
Comments