HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-21
- IRS object ID
- 202532029349100513
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-21T14:11:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 FIFTH 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201362997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY RICHMOND LAND USE DEFENSE FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUBREY RUSSELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 5032928518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUBREY RUSSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032928518 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ANNAND | PreparerPersonNm |
| PTIN | P01082656 | PTIN |
| Phone | 5032210141 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,382,086 | 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 | $215,758 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,568 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,089 | 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 | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $785 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $785 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $802 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,726 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $35,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,262 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $44,634 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,462 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,242 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $127,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $291,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $300,177 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $892,405 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $892,405 | LandBOYAmt |
| Land EOY | $892,405 | LandEOYAmt |
| Land EOYFMV | $892,405 | LandEOYFMVAmt |
| Other Assets BOY | $109,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $109,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $109,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,173,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,374,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,382,086 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,248 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $6,248 | 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 | $1,167,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,374,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,167,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,374,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,173,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,374,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,167,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,374,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,374,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASUR NT 3% UST NOTE 10,000 | P | 2023-06-22 | 2024-01-09 | $9,883 | $9,763 | $120 | $120 |
| BANK OF AMERICA 100 SHARES | P | 2023-06-22 | 2024-01-10 | $3,385 | $2,889 | $496 | $496 |
| CISCO SYSTEMS INC 100 SHARES | P | 2013-08-23 | 2024-01-10 | $5,036 | $2,423 | $2,613 | $2,613 |
| CVS HEALTH CORP 25 SHARES | P | 2023-06-22 | 2024-01-10 | $2,010 | $1,718 | $292 | $292 |
| SHELL PLC ADR 25 SHARES | P | 2023-06-22 | 2024-01-10 | $1,611 | $1,508 | $103 | $103 |
| TOTALENERGIES SE SPONSORED ADR 25 SHARES | P | 2023-06-22 | 2024-01-10 | $1,662 | $1,440 | $222 | $222 |
| TRIUMPH GROUP INC 125 SHARES | P | 2023-06-22 | 2024-01-10 | $1,951 | $1,519 | $432 | $432 |
| WELLS FARGO & CO 25 SHARES | P | 2023-06-22 | 2024-01-10 | $1,235 | $1,045 | $190 | $190 |
| SOUTHWEST AIRLINES 100 SHARES | P | 2023-06-22 | 2024-01-26 | $3,106 | $3,441 | -$335 | -$335 |
| TOTALENERGIES SE SPONSORED ADR 50 SHARES | P | 2023-06-22 | 2024-04-30 | $3,732 | $2,880 | $852 | $852 |
| MAXEON SOLAR TECHOLOGY F 250 SHARES | P | 2023-06-22 | 2024-06-28 | $262 | $4,997 | -$4,735 | -$4,735 |
| US TREASUR NT 3% UST NOTE 5,000 | P | 2023-06-22 | 2024-07-03 | $4,991 | $4,881 | $110 | $110 |
| TRUIST FINL CORP 100 SHARES | P | 2023-06-22 | 2024-07-17 | $4,209 | $3,144 | $1,065 | $1,065 |
| TRUIST FINL CORP 25 SHARES | P | 2023-09-01 | 2024-07-17 | $1,052 | $753 | $299 | $299 |
| ASSOCIATED BANC CORP 225 SHARES | P | 2023-06-23 | 2024-07-29 | $5,344 | $3,748 | $1,596 | $1,596 |
| ABBVIE INC 10 SHARES | P | 2024-05-28 | 2024-08-23 | $1,959 | $1,596 | $363 | $363 |
| ALLSTATE CORP 15 SHARES | P | 2023-09-01 | 2024-09-03 | $2,815 | $1,610 | $1,205 | $1,205 |
| BANK OF AMERICA 50 SHARES | P | 2023-06-22 | 2024-09-18 | $1,977 | $1,444 | $533 | $533 |
| CISCO SYSTEMS INC 150 SHARES | P | 2013-08-23 | 2024-09-18 | $7,592 | $3,634 | $3,958 | $3,958 |
| FEDEX CORP 5 SHARES | P | 2023-06-23 | 2024-09-18 | $1,487 | $1,123 | $364 | $364 |
| GRAPHIC PACKAGING HLDG C 100 SHARES | P | 2023-06-23 | 2024-09-18 | $2,995 | $2,446 | $549 | $549 |
| CORNING INC 50 SHARES | P | 2023-06-23 | 2024-09-19 | $2,181 | $1,728 | $453 | $453 |
| CISCO SYSTEMS INC 50 SHARES | P | 2013-08-23 | 2024-10-17 | $2,803 | $1,211 | $1,592 | $1,592 |
| UNITED AIRLINES HLDGS 35 SHARES | P | 2023-10-26 | 2024-11-04 | $2,805 | $1,227 | $1,578 | $1,578 |
| WELLS FARGO & CO 75 SHARES | P | 2023-06-22 | 2024-11-07 | $5,441 | $3,135 | $2,306 | $2,306 |
| CLEVELAND-CLIFFS INC NEW 175 SHARES | P | 2023-06-22 | 2024-11-26 | $2,223 | $2,876 | -$653 | -$653 |
| US TREASUR NT 3% UST NOTE 5,000 | P | 2023-06-22 | 2024-07-31 | $5,000 | $5,000 | $0 | $0 |
| US TREASUR NT 4.5% UST NOTE 25,000 | P | 2023-06-22 | 2024-12-02 | $25,000 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $787 | OverpaymentAmt |
| Applied To ES Tax | $787 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | AUBREY RUSSELL | IndividualWithBooksNm |
| Phone | 5032951893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| AUBREY RUSSELL | ||||||||
| 4921 SW HEWETT BLVD | PORTLAND | OR | 97221 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SARAH B RUSSELL | ||||||||
| 442 NW STATE STREET | BEND | OR | 97701 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| CHRIS BECK | ||||||||
| 1430 SW ENGLEWOOD DR | PORTLAND | OR | 97034 | SECRETARY | 0.50 | $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 | $174,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213 | TotalTaxAmt |
| Distributable Before Adj | $8,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,285 | 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 | $25,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,035 | ExcessFromYear1Amt |
| Excess From Current Year | $15,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AUBREY RUSSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032928518 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | 16 | ExclusionCd |
| Exclusion | $2,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,479 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,089 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUTH B RICHMOND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 STAR MOORING LANE | AddressLine1Txt |
| City | NEWBERG | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $215,758 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 215 SHARES OF COSCTO CORP VALUED AT $202,036 | NoncashPropertyDesc |
| Fair Market Value | $202,036 | FairMarketValueAmt |
| Received | 2024-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 225 SHARES AT&T INC | $3,492 | $5,123 |
| 75 SHARES ALASKA AIR GROUP INC | $2,924 | $4,856 |
| 200 SHARES ALBERTSON CO SHS CLASS | $4,267 | $3,928 |
| 25 SHARES BOEING CO | $5,291 | $4,425 |
| 75 SHARES COMERICA INCORPORATE | $3,170 | $4,639 |
| 75 SHARES CVS HEALTH CORP | $4,972 | $3,367 |
| 100 SHARES ENERGIZER HOLDINGS INC | $3,202 | $3,489 |
| 200 SHARES ENOVIX CORP | $3,453 | $2,174 |
| 125 SHARES GENERAL MOTORS CO | $4,264 | $6,659 |
| 25 SHARES LYONDELLBASELL INDS | $2,198 | $1,857 |
| 25 SHARES MERCK & CO | $2,616 | $2,487 |
| 325 SHARES O-I GLASS INC | $6,303 | $3,523 |
| 100 SHARES VERIZON COMMUNICATIONS | $3,591 | $3,999 |
| 20 SHARES ALLSTATE CORP | $2,146 | $3,856 |
| 10 SHARES ABBVIE INC | $1,596 | $1,777 |
| 100 SHARES BANK OF AMERICA CORP | $2,742 | $4,395 |
| 25 SHARES CHEVRON CORP NEW | $3,619 | $3,621 |
| 100 SHARES CISCO SYSTEMS INC | $2,423 | $5,920 |
| 75 SHARES CORNING INC | $2,545 | $3,564 |
| 15 SHARES FEDEX CORP | $3,368 | $4,220 |
| 35 SHARES FMC CORP | $2,032 | $1,701 |
| 400 SHARES FORD MOTOR CORP | $5,182 | $3,960 |
| 100 SHARES GRAPHIC PACKAGING HLDG | $2,259 | $2,716 |
| 50 SHARES SHELL PLC | $3,015 | $3,133 |
| 300 SHARES TRIUMPH GROUP INC | $3,296 | $5,598 |
| 75 SHARES TYSON FOODS INC | $4,576 | $4,308 |
| 40 SHARES UNITED AIRLINES HLDGS | $1,402 | $3,884 |
| 215 COSTCO WHSL CORP NEW | $202,035 | $196,998 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,462 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,242 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EASEMENT FOR TRAIL | Desc |
| BOY Book Value | $109,000 | BOYBookValueAmt |
| EOY Book Value | $109,000 | EOYBookValueAmt |
| EOYFMV | $109,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $50 | $0 | $50 |
| PROPERTY TAXES | $2,648 | $0 | $2,648 |
| INSURANCE | $1,364 | $0 | $1,364 |
| LANDSCAPING | $15,500 | $0 | $15,500 |
| UTILITIES | $164 | $0 | $164 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $1,337 | Amt |
| Net Investment Income | $1,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $117 | $0 | $117 |
| FOREIGN TAXES | $25 | $25 | $0 |
| FEDERAL TAXES | $685 | $0 | $685 |
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