JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-27
- IRS object ID
- 202213009349101601
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T14:00:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS 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 | 2021-07-01 | 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 | 2022-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-10-26 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,272,841 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $372,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,551,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,911,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,551,596 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $259 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,923,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,919,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,913 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $162,822 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,091 | 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 | $8,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,886 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $196,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $654,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $654,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $679,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,073,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,753,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,591 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,514,518 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $3,163,548 | CorporateBondsBOYAmt |
| Other Investments BOY | $3,005,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,640,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,034,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,801,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,879,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,272,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,801,762 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,879,417 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,801,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,879,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,801,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,879,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,801,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,073,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,500 | OtherIncreasesAmt |
| Subtotal | $12,879,450 | SubtotalAmt |
| Other Decreases | $33 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,879,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2732.092 AMERICAN EUROPACIFIC GRTH F2 | 2021-08-19 | $188,924 | $127,091 | $61,833 | $61,833 | ||
| 7409. ISHARES MSCI USA MIN VOL FACTOR ETF | 2021-08-19 | $571,470 | $469,096 | $102,374 | $102,374 | 2019-08-08 | |
| 1137.468 PRICE T ROWE GROWTH STK FD INC COM | 2021-08-19 | $128,602 | $36,513 | $92,089 | $92,089 | 2010-12-20 | |
| 531.092 VANGUARD EQUITY INCOME ADM | 2021-08-19 | $49,344 | $23,662 | $25,682 | $25,682 | ||
| 8552.431 BAIRD AGGREGATE BOND FD INSTL | 2021-08-20 | $99,123 | $92,366 | $6,757 | $6,757 | 2014-11-25 | |
| 28331.123 NUVEEN REAL ESTATE SECS I | 2021-08-20 | $661,815 | $572,749 | $89,066 | $89,066 | ||
| 653.894 ROWE T PRICE MID CAP GROWTH FD INC | 2021-08-20 | $82,600 | $42,922 | $39,678 | $39,678 | 2013-06-07 | |
| 44407.673 TIAA CREF INFLATION LNKD BD FD ADV | 2021-08-20 | $556,872 | $518,441 | $38,431 | $38,431 | ||
| 2199. ISHARES MSCI USA MIN VOL FACTOR ETF | 2021-11-23 | $170,740 | $139,228 | $31,512 | $31,512 | 2019-08-08 | |
| 222.964 ROWE T PRICE MID CAP GROWTH FD INC | 2021-11-23 | $28,945 | $14,635 | $14,310 | $14,310 | 2013-06-07 | |
| 379.563 T ROWE PRICE SMALL CAP STOCK FD | 2021-11-23 | $29,128 | $11,858 | $17,270 | $17,270 | 2011-09-02 | |
| 2991.501 BAIRD AGGREGATE BOND FD INSTL | 2022-05-06 | $30,095 | $32,308 | -$2,213 | -$2,213 | 2014-11-25 | |
| 23689.756 AMERICAN EUROPACIFIC GRTH F2 | 2022-05-06 | $1,201,308 | $895,763 | $305,545 | $305,545 | ||
| 8738.177 HARDING LOEVNER INTERNATIONAL EQUITY | 2022-05-06 | $207,444 | $188,919 | $18,525 | $18,525 | 2019-08-08 | |
| 21965.262 PRICE T ROWE GROWTH STK FD INC COM | 2022-05-06 | $1,632,019 | $705,085 | $926,934 | $926,934 | 2010-12-20 | |
| 6396.791 ROWE T PRICE MID CAP GROWTH FD INC | 2022-05-06 | $593,942 | $419,885 | $174,057 | $174,057 | 2013-06-07 | |
| 794.032 T ROWE PRICE SMALL CAP STOCK FD | 2022-05-06 | $44,069 | $24,806 | $19,263 | $19,263 | 2011-09-02 | |
| 723. SCHWAB U S TIPS ETF | 2022-05-06 | $41,758 | $45,690 | -$3,932 | -$3,932 | 2021-08-19 | |
| 73384.508 TIAA CREF CORE BOND FUND ADVISOR | 2022-05-06 | $694,217 | $767,837 | -$73,620 | -$73,620 | ||
| 4389.708 VANGUARD EQUITY INCOME ADM | 2022-05-06 | $398,498 | $183,589 | $214,909 | $214,909 | 2011-09-02 | |
| 451. VANGUARD REIT ETF | 2022-05-06 | $45,310 | $47,815 | -$2,505 | -$2,505 | 2021-08-19 | |
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $455,631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,551,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31,361 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034644908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| US BANK NA | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | TRUSTEE | 1 | $156,913 |
| 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 |
| 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 | $15,362,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,823,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,823,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,585,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $779,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $779,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,269 | TotalTaxAmt |
| Distributable Before Adj | $741,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $745,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $745,526 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $679,477 | 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 | $679,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $745,526 | 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 | $32,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $679,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $679,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,049 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,049 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $236,389 | 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 | $236,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $236,389 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (133 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 |
|---|---|---|---|---|---|---|---|---|
| ADELANTE MUJERES | ||||||||
| 2036 MAIN ST SUITE A | FOREST GROVE | OR | 97116 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ALBERTINA KERR CENTER | ||||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $7,500 | |
| BRADLEY ANGLE HOUSE | ||||||||
| 5432 N ALBINA ST | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROADWAY ROSE THEATRE CO | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CALL TO SAFETY | ||||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 522 SW 5TH AVE STE 920 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CHILDREN'S CANCER ASSOCIATION | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NONE | PC | GENERAL OPERATING | $29,000 | |
| DRESS FOR SUCCESS OREGON | ||||||||
| 1532 NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $4,500 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 | |
| HIGH DESERT MUSEUM | ||||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $1,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $3,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 102 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PC | GENERAL OPERATING | $10,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NORTHWEST FILM CENTER | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON BALLET THEATRE | ||||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON CHILDREN'S THEATRE | ||||||||
| 1939 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON MUSEUM OF SCIENCE & | ||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $15,000 | INDUSTRY |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $20,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,500 | |
| PHAME ACADEMY | ||||||||
| 1631 NE BRAIDWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $20,000 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||||
| 415 SW 10TH AVE 300 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $8,000 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 506 SW 6TH AVE STE 1100 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PROVIDENCE CHILD CENTER FOUNDATION | ||||||||
| 830 NE 47TH AVENUE | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $3,500 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $4,000 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WALLACE MEDICAL CONCERN | ||||||||
| 124 NE 181ST AVE STE 103 | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $3,500 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,500 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $15,000 | |
| SMART | ||||||||
| 101 SW MARKET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,000 | |
| REBUILDING TOGETHER PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $5,000 | |
| 1000 FRIENDS OF OREGON | ||||||||
| 133 SW 2ND AVE STE 201 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,500 | COLUMBIA WILLAMETTE |
| MEALS ON WHEELS | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $7,500 | |
| PORTLAND HOMELESS FAMILY SOLUTIONS | ||||||||
| 1838 SW JEFFERSON | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ADAPTIVE SPORTS NORTHWEST | ||||||||
| 4840 WESTERN AVE - SUITE 500 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDLY HOUSE INC | ||||||||
| 2617 NW SAVIER | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF THE GREEN LOOP-- | ||||||||
| 770 WEST BURNSIDE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| AMERICAN LEADERSHIP FORUM OF OREGON | ||||||||
| 221 NW 2ND AVE 306 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BRIDGETOWN CONSERVATORY OF | ||||||||
| 6635 N BALTIMORE AVE | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $3,000 | MUSICAL THEATRE |
| BEAVERTON DOWNTOWN ASSOCIATION | ||||||||
| PO BOX 311 | BEAVERTON | OR | 97075 | NONE | PC | GENERAL OPERATING | $1,500 | |
| GIRLS INC OF PACIFIC NORTHWEST | ||||||||
| 4800 S MACADAM AVE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SOUL BOX PROJECT | ||||||||
| PO BOX 19900 | PORTLAND | OR | 97280 | NONE | PC | GENERAL OPERATING | $1,500 | |
| JORDAN SCHNITZER MUSEUM OF ART | ||||||||
| 1430 JOHNSON LANE | EUGENE | OR | 97403 | NONE | PC | GENERAL OPERATING | $15,000 | |
| BOYS & GIRLS AID SOCIETY | ||||||||
| 9320 SW BARBUR BLVD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LIFT URBAN PORTLAND | ||||||||
| 2701 NW VAUGHN ST SUITE 102 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,500 | |
| ARC PORTLAND METRO | ||||||||
| 6929 NE HALSEY ST | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $1,500 | |
| TIDES FOUNDATION | ||||||||
| 2220 NW QUIMBY ST | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $15,000 | |
| AMERICAN RHODODENDRON SOCIETY | ||||||||
| PO BPX 43 | CRARYVILLE | NY | 12521 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OUTSIDE IN | ||||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FRIENDS OF TREES | ||||||||
| 3117 NE MLK JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING | $1,000 | |
| READING RESULTS | ||||||||
| 3115 NE SANDY BLV | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GLEANERS OF CLACKAMAS COUNTY INC | ||||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ELITE SPORTS ACADEMY | ||||||||
| 0677 SW LOWELL ST 657 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PROFILE THEATRE | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $7,500 | |
| BODYVOX | ||||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $8,000 | |
| TOGETHER WE ARE GREATER THAN | ||||||||
| 2916 NE ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BIG BROTHERS BIG SISTERS COLUMBIA NW | ||||||||
| 6443 SW BEAVERTON-HILLSDALE HWY SUI | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PPCW | ||||||||
| 3727 NE MLK JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BOYS & GIRLS CLUBS OF PORTLAND METRO | ||||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| TUALATIN RIVERKEEPERS | ||||||||
| 11675 SW HAZELBROOK RD | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ST VINCENT DE PAUL RESSURRECTION - | ||||||||
| 21060 SW STAFFORD RD | TUALATIN | OR | 97062 | NONE | PC | GENERAL OPERATING | $3,000 | CONFERENCE |
| PORTLAND JAZZ FESTIVAL INC | ||||||||
| 5212 NE SACRAMENTO ST | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE OLD CHURCH SOCIETY INC | ||||||||
| 1422 SW 11TH AVENUE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| OREGON REPERTORY SINGERS | ||||||||
| 5319 SW WESTGATE DRIVE STE 134 | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $1,500 | |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CONVERGE 45 | ||||||||
| PO BOX 28209 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $13,000 | |
| FREE GEEK | ||||||||
| 1731 SE 10TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LAKEWOOD THEATRE COMPANY | ||||||||
| 368 S STATE STREET | LAKE OSWEO | OR | 97034 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BLUE SKY GALLERY | ||||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MAURICE LUCAS FOUNDATION | ||||||||
| 7555 SW HERMOSO WAY | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PDXAMBUCS | ||||||||
| 2408 SW CANBY CT | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $1,500 | |
| GIRLS ON THE RUN OF PORTLAND METRO | ||||||||
| 2337 NW YORK ST STE 202E | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COLLEGE POSSIBLE | ||||||||
| 532 SE GRAND AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CHILDREN'S BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DR | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| RONALD MCDONALD HOUSE | ||||||||
| 2620 N COMMERICAL AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YOUTH MUSIC PROJECT | ||||||||
| 2015 8TH AVE | West Linn | OR | 97068 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ALL CLASSICAL PORTLAND | ||||||||
| 211 SE CARUTHERS ST SUITE 200 | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ADVANCE GENDER EQUITY IN THE ARTS | ||||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $6,000 | |
| UNIVERSITY OF OREGON | ||||||||
| 70 NW COUCH ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 | AGORA JOUNALISM CENTER |
| REAP INC | ||||||||
| PO BOX 86341 | PORTLAND | OR | 97286 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WAYFINDING ACADEMY | ||||||||
| 8010 N CHARLESTON AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FAMILY OF FRIENDS MENTORING | ||||||||
| 1333 NW EASTMAN PARKWAY | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FINANCIAL BEGINNINGS OREGON | ||||||||
| 1326 SW 12TH AVE | Portland | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CASA OF CLACKAMAS COUNTY | ||||||||
| 421 HIGH ST 108 | Oregon City | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DE LA SALLE CATHOLIC N HIGH SCHOOL | ||||||||
| 7528 N FENWICK AVE | Portland | OR | 97217 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ECO-SCHOOL NETWORK | ||||||||
| 310 SW 4TH AVE SUITE 400 | Portland | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ECUMENICAL MINISTRIES OF OREGON | ||||||||
| 0245 SW BANCROFT ST B | Portland | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PLAYWORKS | ||||||||
| 1125 SE MADISON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FACT OREGON | ||||||||
| SUITE 430 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NW DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $8,000 | |
| OREGON JEWISH MUSEUM & CENTER FOR | ||||||||
| 724 NW DAVIS STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | HOLOCAUST EDUCATION |
| TUCKER MAXON SCHOOL | ||||||||
| 2860 SE HOLGATE BLVD | Portland | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OPEN SCHOOL | ||||||||
| 7633 N WABASH AVE | Portland | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CASA FOR CHILDREN INC | ||||||||
| 1401 NE 68TH AVE | Portland | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CLACKAMAS SERVICE CENTER INC | ||||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97206 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| TUALATIN HILLS PARK FOUNDATION | ||||||||
| 15707 WALKER ROAD | BEAVERTON | OR | 97006 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT STREET | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $3,000 | |
| YOUTH PROGRESS | ||||||||
| 2020 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL | $3,000 | |
| REACH COMMUNITY DEVELOPMENT | ||||||||
| 1135 SE SALMON STREET | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $3,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON VALUES AND BELIEFS CENTER | ||||||||
| 205 SE SPOKANE ST STE 300 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND COMMUNITY FOOTBALL CLUB | ||||||||
| 1631 NE BROADWAY ST 712 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $1,500 | |
| VIETNAM WAR MEMORIAL FUND | ||||||||
| P O BOX 1448 | BORING | OR | 97009 | NONE | PC | GENERAL OPERATING | $5,000 | |
| APANO | ||||||||
| 8188 SE DIVISION STREET | PORTLAND | OR | 97206 | NONE | PC | GENERAL OPERATING | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $654,000 | 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 | $372,017 | 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 | $2,551,596 | 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 | $259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,923,872 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,923,872 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| 057071854 BAIRD AGGREGATE BOND |
| 464288612 ISHARES INTERMEDIATE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm |
|---|
| 779556109 ROWE T PRICE MID-CAP |
| 779572106 T ROWE PRICE SMALL C |
| 808509640 LAUDUS INTERNATIONAL |
| 46434G103 ISHARES CORE MSCI EM |
| 670678507 NUVEEN REAL ESTATE S |
| 67065W639 NUVEEN SANTA BARBARA |
| 741479109 PRICE T ROWE GROWTH |
| 921921300 VANGUARD EQUITY INCO |
| 29875E100 AMERICAN EUROPACIFIC |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 87245P718 TIAA CREF CORE BOND | |||
| 87245P668 TIAA CREF INFLATION | |||
| 412295107 HARDING LOEVNER INTE | AT COST | $378,735 | $399,406 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $763,443 | $813,945 |
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $989,581 | $987,600 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $423,528 | $386,998 |
| 779572106 T ROWE PRICE SMALL C | AT COST | $313,328 | $525,155 |
| 922908553 VANGUARD REAL ESTATE | AT COST | $741,190 | $636,950 |
| 808524870 SCHWAB U S TIPS ETF | AT COST | $616,088 | $543,994 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $499,400 | $542,015 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $984,234 | $909,350 |
| 464288646 ISHARES TRUST ISHARE | AT COST | $754,278 | $702,493 |
| 31635V729 FIDELITY LARGE CAP G | AT COST | $1,696,425 | $1,548,024 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $782,580 | $1,577,791 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,509,891 | $1,399,704 |
| 464288612 ISHARES INTERMEDIATE | AT COST | $1,622,650 | $1,550,318 |
| 316146265 FIDELITY MID CAP IND | AT COST | $565,475 | $510,507 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $33 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $3,134 | $0 | $3,134 |
| OTHER MISC EXPENSES | $1,372 | $0 | $1,372 |
| STATE FILING FEE/TAX | $1,380 | $0 | $1,380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $259 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $259 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Amt | $4,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,783 | $2,783 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,855 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $747 | $747 | $0 |
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