DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202331299349105138
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T17:38:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931042710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW 5TH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMO | BusinessNameControlTxt |
| Phone | 5032432671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY L DEMOREST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5032432671 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARRY | PersonFirstNm |
| Person Last | DEMOREST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M O'LEARY | PreparerPersonNm |
| PTIN | P00161401 | PTIN |
| Phone | 5032210141 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,790,952 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $685,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $427,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $687 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $598,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $598,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $602,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,500,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,048,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,048,739 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $489,658 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,480 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,373,632 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,160,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,248,733 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,874,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,698,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,790,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,874,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,698,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,874,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,874,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,698,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,874,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,698,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HOLDING LT | 2020-11-17 | 2022-03-16 | $76,385 | $206,083 | -$129,698 | -$129,698 | |
| APPLE INC | 2012-12-07 | 2022-11-08 | $105,111 | $14,291 | $90,820 | $90,820 | |
| APPLE INC | 2012-12-07 | 2022-11-08 | $35,037 | $4,764 | $30,273 | $30,273 | |
| NORTHWEST PIPE CO | 2015-11-10 | 2022-05-10 | $14,453 | $6,509 | $7,944 | $7,944 | |
| NORTHWEST PIPE CO | 2016-05-09 | 2022-05-10 | $14,453 | $4,825 | $9,628 | $9,628 | |
| NORTHWEST PIPE CO | 2016-05-09 | 2022-05-10 | $14,460 | $4,775 | $9,685 | $9,685 | |
| NORTHWEST PIPE CO | 2016-05-09 | 2022-05-10 | $14,460 | $4,825 | $9,635 | $9,635 | |
| NORTHWEST PIPE CO | 2016-05-09 | 2022-05-10 | $12,309 | $3,839 | $8,470 | $8,470 | |
| WELLS FARGO | 2020-06-12 | 2022-01-14 | $40,355 | $19,543 | $20,812 | $20,812 | |
| BERKSHIRE HATHAWAY | 2005-04-18 | 2022-01-07 | $159,227 | $28,258 | $130,969 | $130,969 | |
| WEYERHAEUSER CO | 2010-09-02 | 2022-09-28 | $28,071 | $15,070 | $13,001 | $13,001 | |
| WELLS FARGO | 2008-04-10 | 2022-01-12 | $55,995 | $29,110 | $26,885 | $26,885 | |
| WELLS FARGO | 2009-07-23 | 2022-01-12 | $39,196 | $17,149 | $22,047 | $22,047 | |
| WELLS FARGO | 2009-07-23 | 2022-01-14 | $74,945 | $31,849 | $43,096 | $43,096 | |
| CAPITAL GAINS DIVIDENDS | $1,458 | $1,458 | $1,458 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,718 | 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 | $6,718 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $849 | OverpaymentAmt |
| Applied To ES Tax | $849 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY L DEMOREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032432671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAAREN M DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINE BARBOUR | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT E DEMOREST | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $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 | $10,602,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,309,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,309,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,124,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,869 | TotalTaxAmt |
| Distributable Before Adj | $600,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $600,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $592,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $592,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,886 | 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 | $592,473 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION UGANDA CHILDRENS FUND | ||||||||||||
| PO BOX 91639 | PORTLAND | OR | 97291 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |||||
| ALBERTINA KERR | ||||||||||||
| 424 NW 22ND AVENUE | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | PROGRAMS FOR DISABLED | $1,000 | |||||
| BLANCHET HOUSE | ||||||||||||
| 310 NW GLISAN ST | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | FIGHTING HUNGER AND HOMELESSNESS | $5,000 | |||||
| BRADLEY ANGLE | ||||||||||||
| 720 N KILLINGSWORTH AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE SHELTERING | $5,000 | |||||
| CAMBELL COURSE - THE CHILDREN'S COURSE | ||||||||||||
| 19825 RIVER RD | GLADSTONE | OR | 97027 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $1,000 | |||||
| CANDLELIGHTERS | ||||||||||||
| 6600 SW 92ND AVE 160 | BEAVERTON | OR | 97223 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $1,000 | |||||
| CENTRAL CITY CONCERN | ||||||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE ORGANIZATION | $10,000 | |||||
| CLACKAMAS COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 19600 MOLALLA AVE | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 | |||||
| COLLEGE POSSIBLE | ||||||||||||
| 532 SE GRAND AVE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $15,000 | |||||
| FANCONI ANEMIA | ||||||||||||
| 360 E 10TH AVE SUITE 201 | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |||||
| HABITAT FOR HUMANITY PORTLAND METRO EAST | ||||||||||||
| 1478 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $50,000 | |||||
| INCIGHT | ||||||||||||
| 111 SW COLUMBIA STREET SUITE 1170 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION/EMPLOYMENT SUPPORT | $3,000 | |||||
| INTERNATIONAL VISION VOLUNTEERS | ||||||||||||
| 21 C ORINDA WAY PMB 179 | ORINDA | CA | 94563 | N/A | PUBLIC CHARITY | HEALTH | $1,000 | |||||
| KAHN ACADEMY | ||||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 | |||||
| LOS CABOS CHILDRENS FUND | ||||||||||||
| N/A | PUBLIC CHARITY | YOUTH HEALTHCARE | $5,000 | COLONIA CERRO COLORADO | SAN JOSE DEL CABO | BCS | MX | 23405 | ||||
| MCMINNVILLE SCHOOL DISTRICT | ||||||||||||
| 800 NE LAFAYETTE AVE | MCMINNVILLE | OR | 97128 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 | |||||
| MEALS ON WHEELS | ||||||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |||||
| NATIONAL PARKS FOUNDATION | ||||||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $5,000 | |||||
| NORDIC NW | ||||||||||||
| 8800 SW OLESON RD | PORTLAND | OR | 97223 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |||||
| NORTHWEST ACADEMY | ||||||||||||
| 1130 SW MAIN ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 | |||||
| OHSU FOUNDATION | ||||||||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HEALTHCARE/RESEARCH | $25,000 | |||||
| OLD TIMER BASEBALL | ||||||||||||
| 5019 SW LOWELL | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $10,000 | |||||
| OMSI | ||||||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 | |||||
| OREGON FOOD BANK | ||||||||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FIGHTING HUNGER | $10,000 | |||||
| OREGON HISTORICAL SOCIETY | ||||||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 | |||||
| OREGON STATE UNIVERSITY FOUNDATION | ||||||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PUBLIC CHARITY | EDUCATION | $50,000 | |||||
| PARKINSONS RESOURCES OF OREGON | ||||||||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PUBLIC CHARITY | RESEARCH | $20,000 | |||||
| SAM DAY FOUNDATION | ||||||||||||
| 1665 NW 136TH AVE | PORTLAND | OR | 97229 | N/A | PUBLIC CHARITY | CANCER RESEARCH | $3,000 | |||||
| SHRINERS HOSPITALS | ||||||||||||
| 3101 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |||||
| SOAR 4 INC | ||||||||||||
| 3206 NW VAN BUREN AVE | CORVALLIS | OR | 97330 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |||||
| ST JUDE'S | ||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |||||
| ST MARY'S HOME FOR BOYS | ||||||||||||
| 16535 SW TUALATIN VALLEY HWY | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $5,000 | |||||
| ST VINCENT DEPAUL | ||||||||||||
| 8101 SE CORNWELL ST | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |||||
| THE FRESHWATER TRUST | ||||||||||||
| 65 SW YAMHILL ST SUITE 200 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $125,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE STE 1000 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $10,000 | |||||
| TUNNEL TO TOWER FOUNDATION | ||||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $5,000 | |||||
| UNION GOSPEL | ||||||||||||
| 3 NW 3RD AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |||||
| UNIVERSITY OF PORTLAND | ||||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | EDUCATION | $100,000 | |||||
| WILLIAM TEMPLE HOUSE | ||||||||||||
| 2023 NW HOYT ST | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |||||
| WOUNDED WARRIOR | ||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |||||
| Z MAN SCHOLARSHIP FOUNDATION | ||||||||||||
| 3855 SW 153RD DR | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $598,000 | 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 | $3,703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $427,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,631 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - EMA ACCOUNT | StockNm |
| EOY Book Value | $3,160,445 | EOYBookValueAmt |
| EOYFMV | $10,248,733 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $489,658 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $493,480 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH FEES | $86 | $86 | $0 |
| OTHER FEES | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 STATE OF OREGON BALANCE DUE | $687 | $0 | $687 |
| FOREIGN TAXES PAID | $488 | $488 | $0 |
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