EVERGREEN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN CHARITABLE TRUST (EIN 93-1247149)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-07-04
- IRS object ID
- 202511859349100701
- Schema version
- 2024v5.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-04T16:43:01-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931247149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evergreen Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Richard J Pine | InCareOfNm |
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 5033653950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973080007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J PINE | PersonNm |
| Person Title | Managing Trustee | PersonTitleTxt |
| Phone | 5033653950 | PhoneNum |
| Signature | 2025-07-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,298,894 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,060 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,170 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,935 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $23,966 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,180 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $25,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,966 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,180 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,236 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $299 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $969 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,180 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,838 | CashBOYAmt |
| Cash EOY | $1,439 | CashEOYAmt |
| Cash EOYFMV | $1,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,954 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $539 | AcctRcvblAmt |
| Acct Rcvbl BOY | $98 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $539 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $539 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $907,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $844,411 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,160,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $945,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $982,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,298,894 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $140 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $518,903 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $552,353 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $518,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $552,493 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $426,501 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $429,850 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $429,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $982,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,809 | ExcessRevenueOverExpensesAmt |
| Subtotal | $439,310 | SubtotalAmt |
| Other Decreases | $9,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $429,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Charles Schwab - ST Capital Gains Distribution | P | 2024-05-01 | 2025-04-30 | $2,180 | $2,180 | $2,180 |
| Charles Schwab - LT Capital Gains Distribution | P | 2023-04-30 | 2025-04-30 | $21,786 | $21,786 | $21,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,966 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,180 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $333 | TaxDueAmt |
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 |
| Website Address | www.evertrust.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evergreen Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033653950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973080007 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBRA J PINE | ||||||||
| PO Box 7 | Salem | OR | 973080007 | Trustee | 0.00 | $0 | $0 | $0 |
| KYLIE J PINE | ||||||||
| PO Box 7 | Salem | OR | 973080007 | Trustee | 0.00 | $0 | $0 | $0 |
| RICHARD J PINE | ||||||||
| PO Box 7 | Salem | OR | 973080007 | Trustee | 1.23 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Helped individuals and organizations build charitable endowments and thereby fund grants to public services and similar charitable organizations | Description1Txt |
| Expenses1 | $6,702 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,855 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,855 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $8,855 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $8,855 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,855 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,855 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EVERGREEN CHARITABLE TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7 | AddressLine1Txt |
| City | Salem | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973080007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5033653950 | RecipientPhoneNum |
| Recipient Email Address | rpine@evertrust.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Email with request and information regarding the nonprofit organizati | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none open | SubmissionDeadlinesTxt |
| Restrictions On Awards | Only US organizations recognized as nonprofits by the IRS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Center for Hope and Safety | |||||
| 605 Center St NE | Salem | OR | 97301 | Hope Plaza - new beginnings and general support | $1,267 |
| Oregon State University Foundation | |||||
| 4238 SW Research Way | Corvallis | OR | 97333 | Norm Marsh Memorial Scholarship Fund | $1,500 |
| Salem Police Foundation | |||||
| PO Box 2631 | Salem | OR | 97308 | Bomb Truck Replacement | $1,000 |
| Elsinore Theatre | |||||
| 170 High St SE | Salem | OR | 97301 | Capital Campaign | $1,000 |
| Family Building Blocks | |||||
| 2425 Lancaster Dr NE | Salem | OR | 97305 | Doris New Place | $1,000 |
| Boys & Girls Club of Corvalllis | |||||
| 1112 NW Circle Blvd | Corvallis | OR | 97330 | General Support | $924 |
| Gilbert House Children's Museum | |||||
| 116 Marion St NE | Salem | OR | 97301 | non sponsorship contribution | $500 |
| Salem Symphonic Winds | |||||
| PO Box 13457 | Salem | OR | 97309 | General Support | $200 |
| Liberty House | |||||
| 4685 4th St NE | Salem | OR | 97301 | General Support | $180 |
| TeenPact Leadership Schools | |||||
| 610 Moorefield Park Dr Ste 700 | Richmond | VA | 23236 | general support | $167 |
| Boy Scouts of America - Pacific Harbor | |||||
| 4802 S 19th St | Tacoma | WA | 98405 | general support | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,855 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| O'Neill Pine Company | ||||||
| 1 | PO Box 7 | Salem | OR | 97308 | $8,115 | Yes (X) |
| Financial Products & Services Inc | ||||||
| 2 | PO Box 7 | Salem | OR | 97308 | $600 | Yes (X) |
| RICHARD J PINE | ||||||
| 3 | 1630 Summer SE | Salem | OR | 97302 | $768 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity CDs | FMV | $168,000 | $167,147 |
| Schwab ETFs | FMV | $255,279 | $265,137 |
| Life Insurance Cash Value | FMV | $421,132 | $728,678 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Valuation changes | Desc |
| Amt | $9,460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Insurance Premiums paid | $700 |
| Credit card processing fees | $64 |
| State registration fee | |
| office expenses | $205 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pay Pal cash back | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Acorn Fixed Distributable | $64,605 | $72,067 |
| Acorn Variable Distributa | $84,738 | $92,623 |
| Birthday Club Payable | $1,167 | $1,957 |
| Variable Unallocated | -$5,590 | |
| Fixed GL not allocated | -$5,377 | -$853 |
| Acorn Fixed Basis | $202,420 | $206,489 |
| Acorn Variable Basis | $176,940 | $180,070 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Web Services | $814 |
| Investment Expenses | $1,422 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Tax | $105 |
| State Tax | $194 |
Comments