DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-23
- IRS object ID
- 202110829349100711
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-23T14:46:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931042710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW 5TH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMO | BusinessNameControlTxt |
| Phone | 5032432671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY L DEMOREST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5032432671 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARRY | PersonFirstNm |
| Person Last | DEMOREST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M O'LEARY | PreparerPersonNm |
| PTIN | P00161401 | PTIN |
| Phone | 5032210141 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $10,994,071 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $91,727 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $633 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $633 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $745,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,241,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $745,137 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $954,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $857,365 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $745 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $427,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $523,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,256,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,298,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,298,509 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,188,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,670,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,695,562 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,445,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,968,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,994,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,445,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,968,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,445,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,968,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,445,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,968,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,445,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $523,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,968,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,968,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHS CITIGROUP INC | P | 2013-10-08 | 2020-08-27 | $51,494 | $47,979 | $3,515 | $3,515 |
| 1,000 SHS COLUMBIA BKG SYS | P | 2017-12-19 | 2020-07-10 | $26,240 | $45,600 | -$19,360 | -$19,360 |
| 5,000 SHS NORTHWEST PIPE CO | D | 2015-11-10 | 2020-12-31 | $169,907 | $67,321 | $102,586 | $102,586 |
| 2,000 SHS SECTOR SPDR ENERGY | P | 2017-04-13 | 2020-04-17 | $66,349 | $139,470 | -$73,121 | -$73,121 |
| 2,000 SHS CISCO SYSTEMS | P | 2008-10-08 | 2020-08-26 | $84,220 | $35,922 | $48,298 | $48,298 |
| 1,750 SHS COLUMBIA BKG SYS | P | 1998-01-14 | 2020-12-31 | $45,682 | $21,917 | $23,765 | $23,765 |
| 1,999 SHS DISNEY (WALT) CO COM STK | P | 2006-06-05 | 2020-05-15 | $212,165 | $42,505 | $169,660 | $169,660 |
| 1,000 SHS ISHARES SELECT DIVIDEND | P | 2011-08-10 | 2020-04-22 | $76,958 | $46,380 | $30,578 | $30,578 |
| 2,000 SHS GILEAD SCIENCES INC | P | 1995-03-28 | 2020-12-31 | $142,499 | $789 | $141,710 | $141,710 |
| 2,000 SHS INTEL | P | 1996-03-13 | 2020-12-31 | $98,238 | $15,098 | $83,140 | $83,140 |
| 1,000 SHS TEXAS INSTRUMENTS | P | 1995-11-22 | 2020-04-22 | $109,877 | $6,876 | $103,001 | $103,001 |
| 500 SHS UNITED HEALTH GROUP | P | 2007-01-22 | 2020-05-28 | $153,945 | $26,150 | $127,795 | $127,795 |
| CAPITAL GAINS DIVIDENDS | P | $3,570 | $3,570 | $3,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $745,137 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,455 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY L DEMOREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032432671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAAREN M DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINE BARBOUR | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT E DEMOREST | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,155,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,644,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,799,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,799,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,652,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,895 | TotalTaxAmt |
| Distributable Before Adj | $470,719 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $470,719 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $470,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $427,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $427,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $427,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $423,123 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $427,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $423,123 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $466,822 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION UGANDA CHILDRENS FUND | |||||||
| PO BOX 91639 | PORTLAND | OR | 97291 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| ALBERTINA KERR | |||||||
| 424 NW 22ND AVENUE | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | PROGRAMS FOR DISABLED | $1,000 |
| ALL HANDS RAISED | |||||||
| 2069 NE HOYT STREET | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | EDUCATION | $35,000 |
| AMERICAN LIBRARY ASSOCIATION | |||||||
| 225 N MICHIGAN AVE SUITE 1300 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | LITERACY | $1,000 |
| BLANCHET HOUSE | |||||||
| 310 NW GLISAN ST | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | FIGHTING HUNGER AND HOMELESSNESS | $1,000 |
| BRADLEY ANGLE | |||||||
| 720 N KILLINGSWORTH AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE SHELTERING | $5,000 |
| CENTRAL CITY CONCERN | |||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE ORGANIZATION | $20,000 |
| CLACKAMAS COMMUNITY COLLEGE FOUNDATION | |||||||
| 19600 MOLALLA AVE | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | |||||||
| 1478 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $50,000 |
| INCIGHT | |||||||
| 111 SW COLUMBIA STREET SUITE 1170 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION/EMPLOYMENT SUPPORT | $5,000 |
| INTERNATIONAL VISION VOLUNTEERS | |||||||
| 21 C ORINDA WAY | ORINDA | CA | 94563 | N/A | PUBLIC CHARITY | MEDICAL | $10,000 |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 530 EAST TOWN STREET | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | WOMEN'S ORGANIZATION | $1,000 |
| MCMINNVILLE SCHOOL DISTRICT | |||||||
| 800 NE LAFAYETTE AVE | MCMINNVILLE | OR | 97128 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| MEALS ON WHEELS | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| NORDIC NW | |||||||
| 8800 SW OLESON RD | PORTLAND | OR | 97223 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| OHSU FOUNDATION | |||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HEALTHCARE/RESEARCH | $25,000 |
| OREGON FOOD BANK | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FIGHTING HUNGER | $11,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PUBLIC CHARITY | RESEARCH | $10,000 |
| PNCA | |||||||
| 511 NW BROADWAY | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTS/EDUCATION | $1,000 |
| PSU FOUNDATION | |||||||
| 1600 SW FOURTH AVENUE | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION | $36,750 |
| SALVATION ARMY | |||||||
| 5325 N WILLIAMS AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| SAM DAY FOUNDATION | |||||||
| 1665 NW 136TH AVE | PORTLAND | OR | 97229 | N/A | PUBLIC CHARITY | CANCER RESEARCH | $3,000 |
| SEI GIVING FUND | |||||||
| ONE FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | N/A | PUBLIC CHARITY | PHILANTHROPY | $35,000 |
| SHRINERS HOSPITALS | |||||||
| 3101 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 8101 SE CORNWELL ST | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| ST MARY'S HOME FOR BOYS | |||||||
| 16535 SW TUALATIN VALLEY HWY | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| THE CHILDRENS COURSE | |||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| THE FRESHWATER TRUST | |||||||
| 65 SW YAMHILL ST SUITE 200 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $50,000 |
| UNION GOSPEL MISSION | |||||||
| 3 NW 3RD AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | EDUCATION | $30,000 |
| WILLIAM TEMPLE HOUSE | |||||||
| 2023 NW HOYT ST | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVE | WEST LINN | OR | 97068 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $10,000 |
| Z MAN SCHOLARSHIP FOUNDATION | |||||||
| 3855 SW 153RD DR | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $633 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $745,137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $862,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $862,518 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HARRY AND KAAREN DEMOREST | |||||||
| 1 | 1581 SW UPPER HALL | PORTLAND | OR | 97201 | $60,000 | Yes (X) | |
| GARY AND CHRISTINE BARBOUR | |||||||
| 2 | 1565 UPPER HALL STREET | PORTLAND | OR | 97201 | $14,290 | Yes (X) | Yes (X) |
| SCOTT AND REBECCA DEMOREST | |||||||
| 3 | 3060 S BRANDYWHINE DRIVE | WEST LINN | OR | 97068 | $6,489 | Yes (X) | Yes (X) |
| SCOTT AND REBECCA DEMOREST | |||||||
| 4 | 3060 S BRANDYWHINE DRIVE | WEST LINN | OR | 97068 | $10,948 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 750 SHARES APPLE VALUES AT $95,602 WITH BASIS OF $14,291 | $14,290 | 2020-12-16 |
| 3 | 231 SHARES HOME DEPOT VALUED AT $62,121 WITH BASIS OF $6,489 | $6,489 | 2020-12-21 |
| 4 | 510 SHARES ISHARES NASDAQ BIOTECH ETF VALUED AT $78,953 WITH COST BASIS OF $10,948 | $10,948 | 2020-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - EMA ACCOUNT | StockNm |
| EOY Book Value | $3,670,110 | EOYBookValueAmt |
| EOYFMV | $9,695,562 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH FEES/NET OF OTHER INCOME | -$117 | -$117 | $0 |
| OTHER FEES | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 STATE OF OREGON BALANCE DUE | $745 | $0 | $745 |
| FOREIGN TAXES PAID | $276 | $276 | $0 |
| 2020 FEDERAL ESTIMATED TAXES PAID | $1,980 | $0 | $0 |
Comments