JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-07
- IRS object ID
- 202343119349100244
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:00:44-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-10-21 | 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 | 2023-10-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $13,395,177 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $321,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $882,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,424 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $428,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,274 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,436 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $144,393 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,044 | 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 | $71,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,980 | 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 | $6,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $682,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $682,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $921,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $705,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$493,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $238,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $520,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $520,921 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $12,640,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,864,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,874,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,879,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,385,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,395,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,879,417 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,385,748 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,879,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,385,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,879,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,385,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,879,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$493,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,385,748 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,385,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14915.443 BAIRD AGGREGATE BOND FD INSTL | 2014-11-25 | 2022-11-08 | $138,863 | $161,087 | -$22,224 | -$22,224 | |
| 6593.943 BAIRD ULTRA SHORT BOND INSTITUTIONAL | 2022-05-06 | 2023-05-17 | $66,269 | $65,873 | $396 | $396 | |
| 9656.56 BAIRD AGGREGATE BOND FD INSTL | 2014-11-25 | 2023-05-17 | $94,345 | $104,291 | -$9,946 | -$9,946 | |
| 707. ISHARES INTERMEDIATE GOVT CRDT ETF | 2015-10-14 | 2023-05-17 | $73,811 | $78,775 | -$4,964 | -$4,964 | |
| 746. ISHARES TRUST ISHARES 1 5 YEAR ETF | 2021-08-19 | 2023-05-17 | $37,618 | $40,866 | -$3,248 | -$3,248 | |
| 4278. ISHARES MSCI USA MIN VOL FACTOR ETF | 2023-05-17 | $310,644 | $300,299 | $10,345 | $10,345 | ||
| 593.2 VANGUARD EQUITY INCOME ADM | 2011-09-02 | 2023-05-17 | $48,447 | $24,809 | $23,638 | $23,638 | |
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P | |||||
| CAPITAL GAIN DIVIDENDS | $112,427 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $38,272 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,423 | OverpaymentAmt |
| Applied To ES Tax | $3,852 | AppliedToESTaxAmt |
| Refund | $30,571 | 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 | 532010634 | TRUSTEE | 1 | $136,436 |
| 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 | $13,022,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,215,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,215,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,017,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $650,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $650,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,849 | TotalTaxAmt |
| Distributable Before Adj | $647,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $647,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $647,013 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $705,780 | 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 | $705,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $647,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $236,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $705,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $647,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,767 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $295,156 | 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 | $295,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $236,389 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $58,767 | ExcessFromCurrentYearAmt |
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 (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HIGH DESERT MUSEUM | ||||||||
| 59800 SOUTH HIGHWAY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CHILDREN'S CENTER | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DRESS FOR SUCCESS OREGON | ||||||||
| 1532 NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $12,500 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 | |
| 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 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $2,500 | |
| REBUILDING TOGETHER PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LIFT URBAN PORTLAND | ||||||||
| 11900 SW BOONES FERRY RD | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PLANNED PARENTHOOD | ||||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | COLUMBIA WILLAMETTE |
| PDX JAZZ | ||||||||
| 126 NE ALBERTA ST STE 002 | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FRIENDLY HOUSE INC | ||||||||
| 2617 NW SAVIER | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GIRLS INC OF PACIFIC NORTHWEST | ||||||||
| 4800 S MACADAM AVE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,500 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $7,500 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DE LA SALLE NORTH CATHOLIC | ||||||||
| 7528 N FENWICK AVE | PORTLAND | OR | 97218 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $6,000 | |
| UNION GOSPEL MISSION | ||||||||
| 3 NW THIRD AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $7,500 | |
| 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 | $8,000 | |
| ADELANTE MUJERES | ||||||||
| 2030 MAIN ST STE A | FOREST GROVE | OR | 971163049 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MAYBELLE CENTER FOR COMMUNITY | ||||||||
| 121 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PAM CUT CENTER FOR AN UNTOLD TOMORROW | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $15,000 | |
| LAKEWOOD THEATRE COMPANY | ||||||||
| 368 S STATE STREET | LAKE OSWEO | OR | 97034 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BLUE SKY GALLERY | ||||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| OREGON JEWISH MUSEUM & CENTER FOR | ||||||||
| 1953 NW KEARNEY STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| YOUTH MUSIC PROJECT | ||||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | PC | GENERAL OPERATING | $4,500 | |
| CALDERA | ||||||||
| SUITE 304 | PORTLAND | OR | 97068 | NONE | PC | GENERAL OPERATING | $2,500 | |
| 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 | |
| PARK ACADEMY | ||||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 970344651 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OREGON YOUTH SAILING FOUNDATION | ||||||||
| 4418 SE HENDERSON ST | PORTLAND | OR | 972068434 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WORLD FORESTRY CENTER | ||||||||
| 4033 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 | |
| SPECIAL OLYMPICS OREGON | ||||||||
| 8313 SW CIRCUS DRIVE | BEAVERTON | OR | 97008 | NONE | PC | GENERAL OPERATING | $2,000 | |
| GIRLS ON THE RUN OF PORTLAND METRO | ||||||||
| 2337 NW YORK ST STE 202E | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BAG AND BAGGAGE PRODUCTIONS | ||||||||
| 350 E MAIN ST | HILLSBORO | OR | 97123 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OPB | ||||||||
| 7140 S MACADAM AVENUE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $20,000 | |
| join | ||||||||
| PO BOX 16490 | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SERENDIPITY CENTER | ||||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OHSU FOUNDATION | ||||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 1201 SW 12TH AVE STE 420 | PORTLAND | OR | 972052031 | NONE | PC | GENERAL OPERATING | $4,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 S MACADAM AVE STE 105 | PORTLAND | OR | 972393929 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON NATIVE AMERICAN CHAMBER | ||||||||
| 4445 S BARBUR BLVD STE 102 | PORTLAND | OR | 972394060 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ELEVATE OREGON | ||||||||
| 12215 NE MARX ST | PORTLAND | OR | 972301073 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MAURICE LUCAS FOUNDATION | ||||||||
| 7555 SW HERMOSO WAY | TIGARD | OR | 972238684 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 972113966 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COHO PRODUCTIONS | ||||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $1,500 | |
| RISK REWARD | ||||||||
| PO BOX 14128 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $2,500 | |
| COLLEGE POSSIBLE | ||||||||
| 755 PRIOR AVE N STE 210 | SAINT PAUL | MN | 551041064 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PORTLAND'S CENTER FOR THE ARTS FDN | ||||||||
| 1111 SW BROADWAY | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| RONALD MCDONALD HOUSE | ||||||||
| 2620 N COMMERICAL AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $5,031 | |
| PORTLAND COMMUNITY FOOTBALL CLUB | ||||||||
| 1631 NE BROADWAY ST 712 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $1,500 | |
| ALL CLASSICAL PORTLAND | ||||||||
| 211 SE CARUTHERS ST SUITE 200 | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WILLAMETTE FALLS TRUST | ||||||||
| PO BOX 2588 | OREGON CITY | OR | 970450217 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 1515 SW 10TH AVE | TOPEKA | KS | 666041304 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PATRICIA RESER CENTER FOR THE ARTS | ||||||||
| 12625 SW CRESCENT ST | beaverton | OR | 97005 | NONE | PC | GENERAL OPERATING | $15,000 | |
| 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 | $5,000 | |
| MT HOD JAZZ FESTIVAL | ||||||||
| 26000 SE STARK ST | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,500 | |
| HAND2MOUTH | ||||||||
| 3121 S MOODY AVE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,500 | |
| THE NORTHWEST CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CASA FOR CHILDREN INC | ||||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,500 | |
| ECOSCHOOL NETWORK | ||||||||
| PO BOX 2891 | PORTLAND | OR | 972082891 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PNCA AT WILLAMETTE UNIVERSITY | ||||||||
| 511 NW BRADWAY | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FAMILY OF FRIENDS MENTORING | ||||||||
| 1333 NW EASTMAN PARKWAY | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FINANCIAL BEGINNINGS OREGON | ||||||||
| 1326 SW 12TH AVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,000 | |
| 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 | |
| PLAYWORKS | ||||||||
| 1125 SE MADISON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NW DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97232 | 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 | |
| OREGON HUMANE SOCIETY | ||||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 972111411 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 972052430 | NONE | PC | GENERAL OPERATING | $15,000 | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1010 SE STARK ST | PORTLAND | OR | 972141336 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND RESCUE MISSION | ||||||||
| PO BOX 3713 | PORTLAND | OR | 972083713 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMPACT NW | ||||||||
| PO BOX 33530 | PORTLAND | OR | 972923530 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT ST | PORTLAND | OR | 972091211 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ECUMENICAL MINISTRIES OF OREGON | ||||||||
| 0245 SW BANCROFT ST | PORTLAND | OR | 972394258 | NONE | PC | GENERAL OPERATING | $2,500 | |
| 1000 FRIENDS OF OREGON | ||||||||
| 133 SW 2ND AVE STE 201 | PORTLAND | OR | 972043524 | NONE | PC | GENERAL OPERATING | $2,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BL 503 | PORTLAND | OR | 972145246 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON RD | PORTLAND | OR | 972212705 | NONE | PC | GENERAL OPERATING | $4,500 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 972940146 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LEACH BOTANICAL GARDEN | ||||||||
| 6704 SE 122ND AVE | PORTLAND | OR | 972365037 | NONE | PC | GENERAL OPERATING | $4,000 | |
| ARTISTS REPERTORY THEATRE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 972094160 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON COAST AQUARIUM INC | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 973655259 | NONE | PC | GENERAL OPERATING | $3,500 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | PORTLAND | OR | 972248024 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CLACKAMAS WOMENS SERVICES | ||||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 970454014 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MILAGRO | ||||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON BALLET THEATRE | ||||||||
| 720 S BANCROFT ST | PORTLAND | OR | 972398516 | NONE | PC | GENERAL OPERATING | $15,000 | |
| SMART READING | ||||||||
| 101 SW MARKET ST | PORTLAND | OR | 972015701 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST EARTH INSTITUTE | ||||||||
| 107 SE WASHINGTON ST STE 251 | PORTLAND | OR | 972142133 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FRIENDS OF THE CHILDRENPORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 972123015 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CASA OF CLACKAMAS COUNTY | ||||||||
| 421 HIGH ST STE 108 | OREGON CITY | OR | 970452202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 972094160 | NONE | PC | GENERAL OPERATING | $15,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 972123907 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CHILDRENS CANCER ASSOCIATION | ||||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 972092872 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHESS FOR SUCCESS | ||||||||
| 5440 SW WESTGATE DR STE 125 | PORTLAND | OR | 972212413 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 972183068 | NONE | PC | GENERAL OPERATING | $4,000 | |
| WHITE BIRD | ||||||||
| PO BOX 99 | PORTLAND | OR | 972070099 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 972664014 | NONE | PC | GENERAL OPERATING | $4,000 | |
| BODYVOX INC | ||||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 972092404 | NONE | PC | GENERAL OPERATING | $8,000 | |
| FREE GEEK | ||||||||
| 1731 SE 10TH AVE | PORTLAND | OR | 972143551 | NONE | PC | GENERAL OPERATING | $1,500 | |
| LAN SU CHINESE GARDEN | ||||||||
| 1050 | PORTLAND | OR | 972090000 | NONE | PC | GENERAL OPERATING | $7,500 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 1500 SW FIRST AVE SUITE 760 | PORTLAND | OR | 972015837 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OREGON SOCIETY OF ARTISTS | ||||||||
| 2185 SW PARK PL | PORTLAND | OR | 972051126 | NONE | PC | GENERAL OPERATING | $1,500 | |
| TUALATIN HILLS PARK FOUNDATION | ||||||||
| 15707 SW WALKER RD | BEAVERTON | OR | 970065941 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OLD CHURCH SOCIETY INC | ||||||||
| 1422 SW 11TH AVE | PORTLAND | OR | 972013304 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CALL TO SAFETY | ||||||||
| PO BOX 42610 | PORTLAND | OR | 972420610 | NONE | PC | GENERAL OPERATING | $3,500 | |
| BROADWAY ROSE THEATRE COMPANY | ||||||||
| 12850 SW GRANT AVE | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TUCKER MAXON SCHOOL | ||||||||
| 2860 SE HOLGATE BLVD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OMSI | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OPEN SCHOOL | ||||||||
| 7633 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE BLACK UNITED FUND OF OR | ||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 972192420 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PORTLAND YOUTHBUILDERS | ||||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 972662723 | NONE | PC | GENERAL OPERATING | $2,000 | |
| TUALATIN RIVERKEEPERS | ||||||||
| 11675 SW HAZELBROOK RD | TUALATIN | OR | 970628027 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PHAME | ||||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LARCHE PORTLAND | ||||||||
| 435 SE 85TH AVE | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO BOX 751-ORCC | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CLACKAMAS SERVICE CENTER INC | ||||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97206 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BRAVO YOUTH ORCHESTRAS | ||||||||
| PO BOX 17356 | PORTLAND | OR | 97283 | NONE | PC | GENERAL OPERATING | $4,000 | |
| REACH COMMUNITY DEVELOPMENT | ||||||||
| 1135 SE SALMON STREET | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PICA | ||||||||
| 415 SW 10TH AVE SUITE 300 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $10,000 | |
| YOUTH PROGRESS | ||||||||
| 2020 SE POWELL BLVD | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $3,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $682,031 | 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 | $321,513 | 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 | $106,424 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $428,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $428,116 | 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 (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 412295107 HARDING LOEVNER INTE | AT COST | $378,735 | $455,638 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $463,145 | $543,724 |
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $923,708 | $928,331 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $423,528 | $436,398 |
| 779572106 T ROWE PRICE SMALL C | AT COST | $313,328 | $559,858 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $741,190 | $584,168 |
| 808524870 SCHWAB U S TIPS ETF | AT COST | $616,088 | $511,140 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $499,400 | $544,556 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $984,234 | $1,043,010 |
| 464288646 ISHARES TRUST ISHARE | AT COST | $713,411 | $659,786 |
| 31635V729 FIDELITY LARGE CAP G | AT COST | $1,696,425 | $1,950,306 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $757,771 | $1,525,417 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,244,514 | $1,115,703 |
| 464288612 ISHARES INTERMEDIATE | AT COST | $1,543,875 | $1,438,645 |
| 316146265 FIDELITY MID CAP IND | AT COST | $565,475 | $577,576 |
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 | $4,517 | $0 | $4,517 |
| STATE FILING FEE/TAX | $1,688 | $0 | $1,688 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $179 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,515 | $1,515 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $31,361 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $38,272 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $465 | $465 | $0 |
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