BETA

WILLIAM JAMES FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM JAMES FOUNDATION INC (EIN 14-1782873)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-29
IRS object ID
202200889349100615
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-29T14:27:49-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141782873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE W J SILVERSTEIN FAMILY TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5034777765PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12321 NW THURMAN STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUDY SILVERSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5034777765PhoneNum
Signature2022-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRUDYPersonFirstNm
Person LastSILVERSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2022-03-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,812,588FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$613,862ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,947DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,947DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$623,151TotalRevAndExpnssAmt
Total Net Invst Incm$9,289TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,470AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,470AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$6,470TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,470TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$665,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$665,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$671,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$671,470TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,319ExcessRevenueOverExpensesAmt
Net Investment Income$9,289NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,276,924SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,226,018SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,226,018SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,434,705CorporateStockBOYAmt
Corporate Stock EOY$3,154,634CorporateStockEOYAmt
Corporate Stock EOYFMV$3,154,634CorporateStockEOYFMVAmt
Other Investments BOY$413,260OtherInvestmentsBOYAmt
Other Investments EOY$431,936OtherInvestmentsEOYAmt
Other Investments EOYFMV$431,936OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,124,889TotalAssetsBOYAmt
Total Assets EOY$4,812,588TotalAssetsEOYAmt
Total Assets EOYFMV$4,812,588TotalAssetsEOYFMVAmt
Loans From Officers BOY$5,715LoansFromOfficersBOYAmt
Loans From Officers EOY$12,185LoansFromOfficersEOYAmt
Total Liabilities BOY$5,715TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,185TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,119,174RetainedEarningBOYAmt
Retained Earning EOY$4,800,403RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,119,174TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,800,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,124,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,812,588TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,119,174TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,319ExcessRevenueOverExpensesAmt
Other Increases$729,548OtherIncreasesAmt
Subtotal$4,800,403SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,800,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$109GrossSalesPriceAmt
Gain Or Loss$109GainOrLossAmt
Gains Minus Excess Or Losses$109GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$109CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$129SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$129TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARSHALL MANNINGIndividualWithBooksNm
Phone5034777765PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12321 NW THURMAN STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRUDY SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210PRESIDENT/DIRECTOR1.00$0$0$0
MEGHAN SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210V.P./DIRECTOR1.00$0$0$0
MOLLY SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210SECRETARY/DIRECTOR1.00$0$0$0
JACOB SILVERSTEIN
2321 NW THURMAN STREETPORTLANDOR97210TREASURER/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,272,046AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,160,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,432,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,432,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,366,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$218,301MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$218,301MinimumInvestmentReturnAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Total Tax$129TotalTaxAmt
Distributable Before Adj$218,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$218,172DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$218,172DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$671,470ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$671,470QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,172DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$405,705ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$386,813ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$407,233ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$376,929ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$221,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,797,984TotalExcessDistributionCyovAmt
Qualifying Distributions$671,470QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$218,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$453,298RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,251,282TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$405,705ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,845,577ExcessDistriCyovToNextYrAmt
Excess From Year4$386,813ExcessFromYear4Amt
Excess From Year3$407,233ExcessFromYear3Amt
Excess From Year2$376,929ExcessFromYear2Amt
Excess From Year1$221,304ExcessFromYear1Amt
Excess From Current Year$453,298ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEGOTIATION STRATEGIES INSTITUTE
440 1ST ST NW 440WASHINGTONDC20001N/APCPROGRAM SUPPORT$120,000
OLD-GROWTH FOREST NETWORK INC
PO BOX 21EASTONMD21601N/APCPROGRAM SUPPORT$80,000
NORTHWEST ZEN SANGHA
8500 NE SISKIYOU STPORTLANDOR97220N/APCPROGRAM SUPPORT$65,000
US SOCCER FEDERATION FOUNDATION INC
1140 CONNECTICUT AVE NW STE 1200WASHINGTONDC20036N/APCPROGRAM SUPPORT$300,000
KNOW AGENDA FOUNDATION
PO BOX 56341PORTLANDOR97238N/APCPROGRAM SUPPORT$60,000
INWARD BOUND MINDFULNESS EDUCATION INC
PO BOX 516CONCORDMA01742N/APCPROGRAM SUPPORT$30,000
ADIRONDACK ARCHITECTURAL HERITAGE INC
1745 MAIN STREETKEESEVILLENY12944N/APCPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$665,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,947ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,289ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,289TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARK S SILVERSTEIN 2003 CLAT
12321 NW THURMAN STREETPORTLANDOR97210$88,553Yes (X)
SUSAN S POTTER 2003 CLAT
22321 NW THURMAN STREETPORTLANDOR97210$115,120Yes (X)
THOMAS B SILVERSTEIN 2003 CLAT
32321 NW THURMAN STREETPORTLANDOR97210$115,120Yes (X)
JM SILVERSTEIN 2003 CLAT
42321 NW THURMAN STREETPORTLANDOR97210$295,069Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$6,470Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,470DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HTWY CL A STOCKStockNm
EOY Book Value$3,154,634EOYBookValueAmt
EOYFMV$3,154,634EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - MUTUAL FUNDSFMV$154,340$154,340
UBS - MUTUAL FUNDSFMV$277,596$277,596

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDesc
FLYING RED HORSE LLC
$5,822$5,7152018-12PAY BEFORE END OF 20220.000000000000NONEPAID 2018 TAX PREPARATION FEESCASH
FLYING RED HORSE LLC
$6,470$6,4702021-12PAY BEFORE END OF 20220.000000000000NONEPAID 2020 TAX PREPARATION FEESCASH

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$729,548Amt

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