EVERGREEN CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EVERGREEN CHARITABLE TRUST (EIN 93-1247149)
Tax period
2020-05-01 to 2021-04-30
Filed
2021-07-27
IRS object ID
202132089349101213
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-27T21:32:37-05:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931247149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Evergreen Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Richard J PineInCareOfNm
Business Name ControlEVERBusinessNameControlTxt
Phone5033653950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7AddressLine1Txt
CitySalemCityNm
State AbbreviationORStateAbbreviationCd
ZIP973080007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J PINEPersonNm
Person TitleManaging TrusteePersonTitleTxt
Phone5033653950PhoneNum
Signature2021-07-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastPINEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,098,552FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,262ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,478InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,478InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,969DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,453NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,383GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,453CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$411NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$3OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$34,165TotalRevAndExpnssAmt
Total Net Invst Incm$15,903TotalNetInvstIncmAmt
Total Adj Net Incm$411TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,608OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,608OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$94TaxesRevAndExpnssAmt
Taxes Net Invst Incm$94TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$7,263OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,263OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,965TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,965TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,568ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,568ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,533TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,965TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,568TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,368ExcessRevenueOverExpensesAmt
Net Investment Income$6,938NetInvestmentIncomeAmt
Adjusted Net Income$411AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,593CashBOYAmt
Cash EOY$5,693CashEOYAmt
Cash EOYFMV$5,693CashEOYFMVAmt
Sav And Temp Cash Invst BOY$260,595SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$75,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$75,704SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$67AcctRcvblAmt
Acct Rcvbl BOY-$17AcctRcvblBOYAmt
Acct Rcvbl EOY$67AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$67AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl$5,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$5,000OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$583,659OtherInvestmentsBOYAmt
Other Investments EOY$787,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,017,088OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$874,830TotalAssetsBOYAmt
Total Assets EOY$868,497TotalAssetsEOYAmt
Total Assets EOYFMV$1,098,552TotalAssetsEOYFMVAmt
Accounts Payable BOY$113AccountsPayableBOYAmt
Accounts Payable EOY$62AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$434,401OtherLiabilitiesBOYAmt
Other Liabilities EOY$481,730OtherLiabilitiesEOYAmt
Total Liabilities BOY$434,514TotalLiabilitiesBOYAmt
Total Liabilities EOY$481,792TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Donor Rstr Net Assets BOY$440,316DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$386,705DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$440,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$386,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$874,830TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$868,497TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$440,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,368ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$436,948SubtotalAmt
Other Decreases$50,243OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$386,705TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8,453CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$411NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$96SubtotalAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Tax Due$96TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.evertrust.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Evergreen Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5033653950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7AddressLine1Txt
CitySalemCityNm
State AbbreviationORStateAbbreviationCd
ZIP97308ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RICHARD J PINE
PO Box7SalemOR97308Managing Trustee0.000$0
DEBRA J PINE
PO Box 7SalemOR97308Trustee0.000$0
KYLIE J PINE
PO Box 7SalemOR97308Trustee0.000$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Helped individuals and organizations build charitable endowments and thereby fund grants to public service and similar organizationsDescription1Txt
Expenses1$28,568Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,568ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$28,568QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,568AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$28,568QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$28,568RemainingDistriFromCorpusAmt
Total Corpus$28,568TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$28,568ExcessDistriCyovToNextYrAmt
Excess From Current Year$28,568ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Oregon Community Foundation
1221 SW Yamhill Ste 100PortlandOR97205PCPay premiums on Chariable Life Ins Policies$9,777
Boys & Girls Club
1112 NW Circle BlvdCorvallisOR97330PCunrestricted gift$246
BSA Pacific Harbor
4802 S 19th StTacomaWA98405PCunrestricted gift$81
Center for Hope & Safety
605 Center St NESalemOR97301PCunrestricted donation$400
Deepwood Museum & Gardens
1116 Mission St SESalemOR97302PCunrestricted donation$500
Family Forest Foundation
PO Box 1364ChehalisWA98532PCTransfer of Endowment Fund$7,799
Gilbert House Childrens Museum
116 Marion St NESalemOR97301PCunrestricted donation$500
Girl Scouts of Western WA
N 39580 Hwy 101LilliwaupWA98555POFunrestricted donation$81
Helping Hands
1755 13th St SESalemOR97302PCunrestricted donation$500
Issac's Room
299 Cottage NESalemOR97301PCunrestricted donation$500
Liberty House
2685 4th St NESalemOR97301PCunrestricted donation$851
Mid-Valley Literacy Center
PO Box 7639SalemOR97303PCunrestricted donation$500
Museum of Mental Health
PO Box 851SalemOR97308PCunrestricted donation$500
Northwest Hub
1230 Broadway NESalemOR97301PCunrestricted donation$500
Northwest Human Services
681 Center NESalemOR97301PCunrestricted donation$1,000
Salem Police Foundation
PO Box 2631SalemOR97308PCunrestricted donation$100
St Francis Shelter
1820 Berry SESalemOR97302PCunrestricted donation$500
TeenPact Leadership School
610 Moorefield Park Dr Ste 700RichmondVA23236PCunrestricted donation$233
Union Gospel Mission
PO Box 431SalemOR97308PCunrestricted donation$1,000
Willamette Heritage Center
1313 Mill St Ste 200SalemOR97301PCunrestricted donation$2,500
Women at the Well Grace House
1243 Peace St SESalemOR97302PCunrestricted donation$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,568TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,478ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,969ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,433ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,880ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,880TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$1,200InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1O'Neill Pine CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmWe used facilities and equipmentTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
O'Neill Pine Company
1PO Box 7SalemOR97308$7,628Yes (X)
RICHARD J PINE
21630 Summer SESalemOR97302$6,567Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSee part IV line 2AssetDesc
Gross Sales Price$10,383GrossSalesPriceAmt
Basis$1,930BasisAmt
Total Net$8,453TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Charles Schwab Mutual FunFMV$188,158$229,737
Standard Ins Cash ValueFMV$413,875$594,528
Fidelity Brokerage AccounFMV$185,000$192,823
FMV
FMV
FMV
FMV
FMV
FMV
FMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDec Perm Restricted FundDesc
Amt$50,243Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Office Expenses$390$390
Government Fees$100$100
Life Insurance Premiums$6,580$6,580
Promotional Expenses$105$105
Credit Card Processing$88$88

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPay Pal use incentiveDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt
Net Investment Income$3NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Distributable Endowments$90,426$133,189
Fixed Endowment Funds$202,375$192,366
Variable Endowment Funds$141,599$156,175
rounding difference$1

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1Oregon GardenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$5,000BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Web Site Maintenance$1,023$1,023
Investment Expenses$585$585

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryState of OregonCategoryTxt
Amt$94Amt
Net Investment Income$94NetInvestmentIncomeAmt

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