KINSMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KINSMAN FOUNDATION (EIN 93-0861885)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202031369349101858
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2020-05-15T21:11:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930418710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS ROAD NO 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930861885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KINSMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KINS | BusinessNameControlTxt |
| Phone | 5036541668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1Txt |
| City | MILWAUKIE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH KINSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5036541668 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLIS CPA | PreparerPersonNm |
| PTIN | P00853258 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $26,321,049 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $191,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $431,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,904 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,400 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$7,206 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,004,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,775,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,004,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,671,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,639,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $134,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,268 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $154,536 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $98,714 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $55,822 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,685 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $76,372 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,313 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $885 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $375 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,012 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,338 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,925 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,106 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,400 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,483 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,781 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $57,110 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $48,971 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,139 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $752 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $688 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $719,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $524,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,175,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,175,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,895,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $524,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,356,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,114,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,434 | CashBOYAmt |
| Cash EOY | $14,404 | CashEOYAmt |
| Cash EOYFMV | $14,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,297,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,050,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,197,290 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,741 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,274 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,741 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,741 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $148,767 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $465,360 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $487,484 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,665,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,384,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,930,682 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $273,812 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $273,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $284,771 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $980,568 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,387 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $845,260 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $837,181 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,100,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $330,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,564 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $289,098 | LandBOYAmt |
| Land EOY | $285,694 | LandEOYAmt |
| Land EOYFMV | $304,677 | LandEOYFMVAmt |
| Total Assets BOY | $20,537,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,313,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,321,049 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,503 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,553 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,553 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $182,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $182,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $394,140 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $394,140 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,958,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,734,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,535,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,311,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,537,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,313,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,535,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,311,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,311,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,771,402 | $9,771,287 | $1,000,115 | $1,000,115 | |
| LITIGATION SETTLEMENT PROCEEDS | $1,326 | $1,326 | $1,326 | P | |
| CAPITAL GAINS DIVIDENDS | $3,012 | $3,012 | $3,012 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,004,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,369,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,659,249 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,363,984 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,524,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,369,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,312,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056343 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,396,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,587,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,291,087 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,169,224 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049336 | DistributionYr5Rt |
| Total Distribution | 0.267051 | TotalDistributionRt |
| Average Distribution | 0.053410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,026,715 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,336,677 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,347,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,356,959 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $2,202 | 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 | WWW.KINSMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036541668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1Txt |
| City | MILWAUKIE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH KINSMAN | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | PRESIDENT | 20.00 | $42,000 | $10,500 | $0 |
| PAMELA REYNOLDS | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | TREASURER | 15.00 | $74,550 | $18,637 | $0 |
| JACK SCHWAB | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | SECRETARY | 2.00 | $0 | $0 | $0 |
| PAIGE KINSMAN | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SARA BAILEY | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | VICE PRESIDENT | 35.00 | $84,900 | $21,225 | $0 |
| SHELLEY BAILEY | ||||||||
| 3727 SE SPAULDING AVENUE | MILWAUKIE | OR | 97267 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE WOOD | ||||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 97267 | ACCOUNTANT | 30.00 | $87,310 | $21,828 | $0 |
| KERRY WOODKE | ||||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 97267 | GRANTS ASSOCIATE | 38.00 | $57,174 | $14,293 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON WELLMAN CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW FIFTH AVE SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $56,717 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,696,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,306,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,405,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,407,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,407,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,026,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,251,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,251,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,148 | TotalTaxAmt |
| Distributable Before Adj | $1,240,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,240,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,240,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,356,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,356,959 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,148 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,345,811 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,240,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,720 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $493,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,356,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,240,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,771 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $610,184 | 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 | $5,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $604,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,720 | ExcessFromYear4Amt |
| Excess From Year3 | $167,769 | ExcessFromYear3Amt |
| Excess From Year2 | $108,157 | ExcessFromYear2Amt |
| Excess From Year1 | $77,486 | ExcessFromYear1Amt |
| Excess From Current Year | $116,771 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARA BAILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5036541668 | RecipientPhoneNum |
| Form And Info And Materials | TO APPLY FOR A 2020 GRANT OR A 2021 ARTS, CULTURE AND THE HUMANITIES GRANT PLEASE VISIT OUR WEBSITE, WWW.KINSMANFOUNDATION.ORG, AND NAVIGATE TO THE PAGE NAMED APPLICATION GUIDELINES; CONTACT OUR OFFICE BY PHONE OR MAIL; OR EMAIL GRANTS@KINSMANFOUNDATION.ORG TO HAVE A DETAILED DESCRIPTION OF OUR GRANTMAKING PROCESS AND POLICIES. WE STRONGLY PREFER INITIAL LETTERS OF INQUIRY SUBMITTED THROUGH THE GRANT APPLICATION SOFTWARE ON OUR WEBSITE, BUT THEY MAY BE SUBMITTED BY MAIL, EMAIL, OR FAX. MISSION STATEMENT WE ENCOURAGE THE ENJOYMENT OF LIFE THROUGH THE TRADITIONAL OREGONIAN AND AMERICAN VALUES OF FREETHINKING; CHALLENGING ABUSIVE POWER; RESPECT FOR PERSONAL CREATIVITY, SKILL, EFFORT AND ACCOMPLISHMENT; DEDICATION TO INDIVIDUAL JUSTICE; AND APPRECIATION OF THE NATURAL WORLD. OUR MODEL GRANT RECIPIENT IS A SMALL, INDEPENDENT ORGANIZATION STAFFED AT LEAST IN PART BY VOLUNTEERS, AND BUILT ON AN INDIVIDUAL'S COMMITMENT TO A HOPE, VISION OR DREAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ELIGIBILITY GRANTS ARE AWARDED FOR THESE PURPOSES: HISTORIC PRESERVATION, PRIMARILY ARCHITECTURAL PRESERVATION NATIVE WILDLIFE REHABILITATION AND APPRECIATION, PARTICULARLY REHABILITATION PROGRAMS PROVIDING URGENT CARE FOR NATIVE WILDLIFE; AND APPRECIATION PROGRAMS THAT PROMOTE INDIVIDUALS' STEWARDSHIP, UNDERSTANDING AND ENJOYMENT OF NATIVE WILDLIFE. ARTS, CULTURE AND THE HUMANITIES; EMPHASIZING THEATER, PHOTOGRAPHY AND LITERARY ARTS. AN IMPORTANT ELEMENT OF ALL GRANTS IS A BENEFIT TO THE PUBLIC AT LARGE, RATHER THAN TO SPECIALIZED POPULATIONS OR GROUPS. GRANTS ARE AWARDED ONLY TO TAX-EXEMPT NON-PROFIT 501(C)(3) ORGANIZATIONS AND GOVERNMENT AGENCIES. THE GEOGRAPHICAL AREA FOR OUR GRANTS IS OREGON AND SOUTHERN WASHINGTON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERTA ABBEY FOUNDATION | |||||||
| 126 NE ALBERTA STREET | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| AMERICAN WILDLIFE FOUNDATION | |||||||
| PO BOX 1246 | MOLALLA | OR | 97038 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 |
| ARTISTS REPERTORY THEATRE | |||||||
| 1515 SW MORRISON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $17,500 |
| ARTS COUNCIL OF PENDLETON | |||||||
| 214 N MAIN ST | PENDLETON | OR | 97801 | N/A | PUBLIC CHARITY | PUBLIC ART PRESENTATION | $3,000 |
| ASHLAND NEW PLAYS FESTIVAL | |||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| ASTORIA ARTS AND MOVEMENT CENTER | |||||||
| 342 10TH ST | ASTORIA | OR | 97103 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| BADGER RUN WILDLIFE REHAB | |||||||
| 15993 HOMESTEAD LANE | KLAMATH FALLS | OR | 97601 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $10,000 |
| BAG & BAGGAGE PRODUCTIONS | |||||||
| 350 E MAIN STREET | HILLSBORO | OR | 97123 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 |
| BLUE MOUNTAIN WILDLIFE | |||||||
| 71046 APPALOOSA LANE | PENDLETON | OR | 97801 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $12,000 |
| BOSCO-MILLIGAN FOUNDATION | |||||||
| 701 SE GRAND AVE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $4,200 |
| BROADWAY ROSE THEATRE COMPANY | |||||||
| PO BOX 231004 | TIGARD | OR | 97281 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 |
| BUMP IN THE ROAD THEATRE | |||||||
| 3519 NE 15TH AVE ST 258 | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $2,500 |
| CAMP FIRE COLUMBIA | |||||||
| 1411 SW MORRISON ST 300 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 |
| CASCADES RAPTOR CENTER | |||||||
| PO BOX 5386 | EUGENE | OR | 97405 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $13,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2401 SE STARK | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| CHINTIMINI WILDLIFE CENTER | |||||||
| 311 NW LEWISBURG AVE | CORVALLIS | OR | 97339 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $12,000 |
| CITY OF CANBY OREGON | |||||||
| PO BOX 930 | CANBY | OR | 97013 | N/A | GOVERNMENT | HISTORIC PRESERVATION, EXCLUSIVELY PUBLIC PURPOSES | $5,000 |
| CITY OF PORTLAND OREGON | |||||||
| 1900 SW 4TH AVENUE SUITE 7100 | PORTLAND | OR | 97201 | N/A | GOVERNMENT | HISTORIC PRESERVATION, EXCLUSIVELY PUBLIC PURPOSES | $10,000 |
| CLACKAMAS COMMUNITY COLLEGE FOUNDATION | |||||||
| 19600 MOLALLA AVENUE | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $2,500 |
| COHO PRODUCTIONS LTD | |||||||
| 2257 NW RALEIGH ST | PORTLAND | OR | 97210 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| COLUMBIA ARTS | |||||||
| PO BOX 1543 | HOOD RIVER | OR | 97031 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| COLUMBIA GORGE ORCHESTRA ASSOCIATION | |||||||
| PO BOX 1019 | HOOD RIVER | OR | 97031 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| CRESWELL HERITAGE FOUNDATION | |||||||
| PO BOX 1337 | CRESWELL | OR | 97426 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| CRESWELL HERITAGE FOUNDATION | |||||||
| PO BOX 1337 | CRESWELL | OR | 97426 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $11,000 |
| CROSSROADS CREATIVE AND PERFORMING ARTS CENTER INC | |||||||
| 2020 AUBURN AVE | BAKER CITY | OR | 97814 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| EAST WASHINGTON COUNTY SHELTER PARTNERSHIP COUNCIL INC | |||||||
| 11130 SW GREENBURG RD | TIGARD | OR | 97223 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| FILM ACTION OREGON | |||||||
| 4035 NE SANDY BLVD 202 | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $40,000 |
| FISHTRAP INC | |||||||
| PO BOX 38 | ENTERPRISE | OR | 97828 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $10,000 |
| FORESTS FOREVER INC | |||||||
| PO BOX 1320 | OREGON CITY | OR | 97045 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $37,400 |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 |
| FRIENDS OF SANTIAM PASS SKI LODGE | |||||||
| PO BOX 1135 | SISTERS | OR | 97759 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 |
| GEERCREST FARM & HISTORICAL SOCIETY INC | |||||||
| 12390 SUNNYVIEW RD NE | SALEM | OR | 97317 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $4,800 |
| GLADSTONE EDUCATION FOUNDATION | |||||||
| 17789 WEBSTER RD | GLADSTONE | OR | 97027 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| HAND2MOUTH | |||||||
| 210 SE MADISON STE 11 | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $10,000 |
| HAPPY VALLEY ELEMENTARY PTO | |||||||
| 13865 SE KING RD | HAPPY VALLEY | OR | 97086 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $8,000 |
| HAWKWATCH INTERNATIONAL INC | |||||||
| 2240 S 900 E | SALT LAKE CITY | UT | 84106 | N/A | PUBLIC CHARITY | WILDLIFE APPRECIATION | $5,000 |
| IMAGO THE THEATRE MASK ENSEMBLE | |||||||
| PO BOX 15182 | PORTLAND | OR | 972935182 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,000 |
| JACKSONVILLE BOOSTERS FOUNDATION INC | |||||||
| PO BOX 1061 | JACKSONVILLE | OR | 97530 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $3,000 |
| JOSEPHY CENTER FOR ARTS AND CULTURE | |||||||
| PO BOX 949 | JOSEPH | OR | 97846 | N/A | PUBLIC CHARITY | ARTISTIC WORKS EXHIBITION | $5,000 |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | WILDLIFE APPRECIATION | $5,000 |
| LAKEWOOD THEATRE COMPANY | |||||||
| 368 SO STATE ST | LAKE OSWEGO | OR | 97034 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| LIBERTY RESTORATION INC | |||||||
| 1203 COMMERCIAL | ASTORIA | OR | 97103 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $20,000 |
| LITERARY ARTS INC | |||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC SALARIES | $10,000 |
| LITTLE THEATRE OF WALLA WALLA | |||||||
| PO BOX 3906 | WALLA WALLA | OR | 99362 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| LORD & SCHRYVER CONSERVANCY | |||||||
| PO BOX 2755 | SALEM | OR | 973082755 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| LORD LEEBRICK THEATRE COMPANY | |||||||
| 174 WEST BROADWAY | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $9,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $17,500 |
| MOLALLA AREA HISTORICAL SOCIETY | |||||||
| 28590 S BEAVERCREEK ROAD | MOLALLA | OR | 97042 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| MOUNT ANGEL ABBEY | |||||||
| 1 ABBEY DRIVE | SAINT BENEDICT | OR | 97373 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $33,325 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | |||||||
| 1420 OGDEN ST SUITE 203 | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $10,000 |
| NONPROFIT ASSOCIATION OF OREGON | |||||||
| 5100 SW MACADAM STE 360 | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $15,000 |
| NONPROFIT NETWORK OF SOUTHWEST WASHINGTON | |||||||
| PO BOX 822379 | VANCOUVER | WA | 98662 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $3,000 |
| NORTHWEST FILM FORUM | |||||||
| 1515 12TH AVE | SEATTLE | WA | 98444 | N/A | PUBLIC CHARITY | DOCUMENTARY FILM | $3,000 |
| OLD CHURCH SOCIETY INC | |||||||
| 1422 SW 11TH AVE | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $40,000 |
| OREGON ARTS WATCH | |||||||
| 2146 NE 14TH AVENUE | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $5,000 |
| OREGON CENTER FOR THE PHOTOGRAPHIC ARTS INC | |||||||
| 122 NW 8TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | PHOTOGRAPHIC EXHIBITION | $12,500 |
| OREGON COAST AQUARIUM INC | |||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $12,000 |
| OREGON COUNCIL FOR THE HUMANITIES | |||||||
| 921 SW WASHINGTON ST SUITE 150 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $18,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 972052021 | N/A | PUBLIC CHARITY | HEALTH CARE TRAINING PROGRAM | $80,000 |
| OREGON INSTITUTE OF SCIENCE AND MEDICINE | |||||||
| PO BOX 1279 | CAVE JUNCTION | OR | 97523 | N/A | PUBLIC CHARITY | SCIENTIFIC RESEARCH | $50,000 |
| OREGON INSTITUTE OF SCIENCE AND MEDICINE | |||||||
| PO BOX 1279 | CAVE JUNCTION | OR | 97523 | N/A | PUBLIC CHARITY | SCIENTIFIC RESEARCH | $24,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | ARTISTIC MEDIA PROGRAMMING | $20,000 |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | |||||||
| PO BOX 158 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 |
| OREGON TRAIL EDUCATION FOUNDATION | |||||||
| PO BOX 547 | SANDY | OR | 97055 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| PACIFICA-A GARDEN IN THE SISKIYOUS INC | |||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $12,000 |
| PLAYA | |||||||
| 46531 HIGHWAY 31 | SUMMER LAKE | OR | 976408713 | N/A | PUBLIC CHARITY | ARTISTIC WORKS EXHIBITION | $5,000 |
| POETRY NORTHWEST | |||||||
| 2000 TOWER STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | LITERARY PUBLICATION | $5,000 |
| POLK COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 67 | MONMOUTH | OR | 97371 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| PORTLAND ACTORS CONSERVATORY | |||||||
| 1515 SW MORRISON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $7,500 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 972052430 | N/A | PUBLIC CHARITY | ARTISTIC WORKS EXHIBITION | $10,000 |
| PORTLAND AUDUBON SOCIETY | |||||||
| 5151 NW CORNELL RD | PORTLAND | OR | 97210 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $20,000 |
| PORTLAND CENTER STAGE | |||||||
| 128 NW ELEVENTH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $20,000 |
| PORTLAND EXPERIMENTAL THEATRE ENSEMBLE | |||||||
| 4241 NE 70TH AVENUE | PORTLAND | OR | 97218 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | |||||||
| 415 SW 10TH AVE STE 300 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $15,000 |
| PORTLAND PLAYHOUSE | |||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| PORTLAND REVELS | |||||||
| 1220 SW MORRISON SUITE 433 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,000 |
| PROFILE THEATRE PROJECT | |||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $13,500 |
| RESTORE OREGON INC | |||||||
| 1130 SW MORRISON ST | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $25,000 |
| RICE NORTHWEST MUSEUM OF ROCKS AND MINERALS | |||||||
| 26385 NW GROVELAND DRIVE | HILLSBORO | OR | 97124 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $3,000 |
| RISK-REWARD | |||||||
| PO BOX 14128 | PORTLAND | OR | 97293 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| ROWENA WILDLIFE CLINIC | |||||||
| 6900 HWY 30 | THE DALLES | OR | 97058 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,800 |
| SANTIAM HERITAGE FOUNDATION | |||||||
| PO BOX 161 | STAYTON | OR | 97383 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $13,350 |
| SIGNAL FIRE | |||||||
| 5205 NE 19TH ST | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | ARTISTIC MEETINGS | $2,500 |
| SOROPTIMIST INTERNATIONAL OF WALLOWA COUNTY | |||||||
| PO BOX 127 | ENTERPRISE | OR | 97828 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $5,000 |
| SOUTHERN OREGON HISTORICAL SOCIETY | |||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | ARCHITECTURAL PRESERVATION | $5,000 |
| SOWELU THEATER | |||||||
| 5706 NE SIMPSON ST | PORTLAND | OR | 97218 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| STAGES OF LIFE | |||||||
| 3344 SE HAROLD CT | PORTLAND | OR | 97202 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $5,000 |
| STUMPTOWN STAGES | |||||||
| PO BOX 82 | LAKE OSWEGO | OR | 97034 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $12,000 |
| TAVERN BOOKS | |||||||
| 800 NW 6TH AVE 255 | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | LITERARY ARTS | $2,500 |
| THE FRIENDS OF SKAMOKAWA FOUNDATION | |||||||
| PO BOX 67 | SKAMOKAWA | WA | 98647 | N/A | PUBLIC CHARITY | HISTORIC BUILDING PRESERVATION | $5,600 |
| THE HIGH DESERT MUSEUM | |||||||
| 59800 S HWY 97 | BEND | OR | 977027963 | N/A | PUBLIC CHARITY | PUBLIC WORKS EXHIBITION | $5,000 |
| THIRD RAIL REPERTORY THEATRE | |||||||
| PO BOX 96063 | PORTLAND | OR | 97296 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $13,000 |
| TRIANGLE PRODUCTIONS | |||||||
| 1785 NE SANDY BLVD MB 2 | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | ARTISTIC PERFORMANCES | $10,000 |
| TURTLE RIDGE WILDLIFE CENTER | |||||||
| PO BOX 768 | SALEM | OR | 973080768 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE ST | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | EXEMPT ORGANIZATIONS MEETING | $1,500 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| VANCOUVER NATIONAL HISTORIC RESERVE TRUST | |||||||
| 750 ANDERSON ST | VANCOUVER | WA | 98661 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 |
| VINTAGE HIGH SCHOOL MUSIC BOOSTERS | |||||||
| PO BOX 3281 | NAPA | CA | 94558 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| WALLOWA BAND NEZ PERCE TRAIL INTERPRETIVE CENTER INC | |||||||
| PO BOX 15 | WALLOWA | OR | 97885 | N/A | PUBLIC CHARITY | HISTORIC PRESERVATION | $15,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 647010 | PULLMAN | WA | 991647010 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $7,500 |
| WILDLIFE CENTER OF THE NORTH COAST | |||||||
| 89686 HIGHWAY 202 | ASTORIA | OR | 97103 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $15,000 |
| WILDLIFE IMAGES REHABILITATION AND EDUCATION CENTER | |||||||
| PO BOX 363 | MERLIN | OR | 97532 | N/A | PUBLIC CHARITY | WILDLIFE REHABILITATION | $2,000 |
| WILLAMETTE VALLEY DEVELOPMENT OFFICERS | |||||||
| 1220 SE MORRISON AVE 425 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EXEMPT ORGANIZATIONS MEETING | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,175,475 | 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 | $191,767 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,904 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$7,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,004,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LIFE INSURANCE PROCEEDS | $21,123 |
| FEDERAL TAX REFUND | $10,373 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,620,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,496 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,652,414 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THESE FUNDS WILL BE USED TO CARRY OUT THE ORGANIZATION'S MISSION AND ARE THEREFORE EXCLUDED FROM GROSS INCOME. |
| 11B | THIS IS A REFUND OF PRIOR YEAR TAX THAT WAS USED TO PAY CURRENT YEAR TAX TO KEEP THE ORGANIZATION IN COMPLIANCE. THE REFUND IS NOT INCLUDED IN GROSS INCOME. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,350 | Amt |
| Net Investment Income | $4,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,338 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2001-04-21 | $1,815 | $1,815 | SL | 7.000000000000 | $0 | $0 | |
| PRESSURE WASHER | 2012-04-13 | $730 | $676 | SL | 7.000000000000 | $54 | $0 | |
| BUILDING SPAULDING | 2001-04-21 | $71,230 | $32,338 | SL | 39.000000000000 | $1,826 | $0 | |
| ARCHITECTS - SPAULDING | 2004-04-23 | $3,051 | $1,141 | SL | 39.000000000000 | $78 | $0 | |
| PAVING - SPAULDING | 2004-11-05 | $1,430 | $1,342 | SL | 15.000000000000 | $88 | $0 | |
| LAND - SPAULDING | 2001-04-21 | $51,310 | L | $0 | $0 | |||
| HOUSE & COTTAGE (REM) | 2001-11-20 | $175,169 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE WELL PUMP (REM) | 2001-11-20 | $1,933 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE ALARM (REM) | 2002-01-07 | $1,600 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE DECKS (REM) | 2002-03-05 | $2,218 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE SPRINKLER (REM) | 2002-04-08 | $6,618 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE MOONGATE (REM) | 2002-04-15 | $1,052 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE ARCH GATE (REM) | 2002-05-28 | $645 | NC | $0 | $0 | 0.000000000000 | ||
| HOUSE LIGHTING (REM) | 2002-08-13 | $2,058 | NC | $0 | $0 | 0.000000000000 | ||
| COTTAGE WATERLINE (REM) | 2002-12-03 | $1,364 | NC | $0 | $0 | 0.000000000000 | ||
| COTTAGE (LIFE) | 2001-12-20 | $24,943 | NC | $0 | $0 | 0.000000000000 | ||
| MCNARY HOUSE (LIFE) | 2001-12-20 | $249,431 | NC | $0 | $0 | 0.000000000000 | ||
| IMPROVEMENTS MCNARY (LIFE) | 2002-06-10 | $19,852 | NC | $0 | $0 | 0.000000000000 | ||
| ELECTRIC PANEL UPGRADES | 2005-10-07 | $10,793 | NC | $0 | $0 | 0.000000000000 | ||
| NEW ROOF MCNARY | 2007-05-02 | $41,630 | NC | $0 | $0 | 0.000000000000 | ||
| GATE MOTOR | 2007-08-31 | $3,036 | NC | $0 | $0 | 0.000000000000 | ||
| POND | 2008-08-08 | $6,135 | NC | $0 | $0 | 0.000000000000 | ||
| LAND-HOUSE (REMAINDER) | 2001-11-20 | $61,667 | NC | $0 | $0 | 0.000000000000 | ||
| LAND-HOUSE (LIFE) | 2001-12-20 | $96,592 | NC | $0 | $0 | 0.000000000000 | ||
| PHONE SYSTEM | 2015-02-12 | $3,443 | $1,722 | SL | 7.000000000000 | $492 | $0 | |
| DELL COMPUTER - SERVER | 2015-02-26 | $698 | $490 | SL | 5.000000000000 | $140 | $0 | |
| DELL COMPUTER - GRANTS | 2015-02-26 | $862 | $602 | SL | 5.000000000000 | $172 | $0 | |
| TREEHOUSE (REMAINDER) | 2001-12-20 | $60,513 | $37,494 | SL | 27.500000000000 | $2,200 | $2,200 | |
| STRUCTURAL IMP T/H (REM) | 2001-12-20 | $11,560 | $7,158 | SL | 27.500000000000 | $420 | $420 | |
| NEW ROOF TREEHOUSE (REM) | 2001-12-20 | $1,429 | $886 | SL | 27.500000000000 | $52 | $52 | |
| SPRINKLER IMP T/H (REM) | 2002-02-10 | $1,493 | $912 | SL | 27.500000000000 | $54 | $54 | |
| STRUCTURAL IMP T/H (REM) | 2002-03-05 | $13,086 | $7,993 | SL | 27.500000000000 | $476 | $476 | |
| LIGHTING T/H (REM) | 2002-08-13 | $535 | $311 | SL | 27.500000000000 | $19 | $19 | |
| TREEHOUSE (LIFE) | 2001-12-20 | $94,784 | $58,733 | SL | 27.500000000000 | $3,447 | $3,447 | |
| STRUCTURAL IMP T/H (LIFE) | 2001-12-20 | $13,379 | $8,289 | SL | 27.500000000000 | $487 | $487 | |
| NEW ROOF TREEHOUSE (LIFE) | 2001-12-20 | $2,239 | $1,380 | SL | 27.500000000000 | $81 | $81 | |
| IMPROVEMENTS T/H (LIFE) | 2002-06-10 | $19,984 | $12,026 | SL | 27.500000000000 | $727 | $727 | |
| LAND TREEHOUSE (REM) | 2001-12-20 | $21,140 | L | $0 | $0 | |||
| LAND TREEHOUSE (LIFE) | 2001-12-20 | $33,112 | L | $0 | $0 | |||
| DELL COMPUTER - FINANCE | 2016-12-23 | $769 | $327 | SL | 5.000000000000 | $154 | $0 | |
| DELL COMPUTER - CEO | 2016-12-23 | $580 | $247 | SL | 5.000000000000 | $116 | $0 | |
| FENCING - SPAULDING | 2016-03-21 | $2,111 | $388 | SL | 15.000000000000 | $141 | $0 | |
| MCNARY PERSONAL PROPERTY | 2016-12-31 | $191,514 | NC | $0 | $0 | 0.000000000000 | ||
| STOVE | 2017-11-27 | $578 | $126 | SL | 5.000000000000 | $116 | $116 | |
| KEITH'S COMPUTER | 2018-02-22 | $715 | $72 | SL | 5.000000000000 | $143 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS | BondNm |
| EOY Book Value | $273,812 | EOYBookValueAmt |
| EOYFMV | $284,771 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK | StockNm |
| EOY Book Value | $9,384,158 | EOYBookValueAmt |
| EOYFMV | $14,930,682 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $465,360 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $487,484 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| HOUSE & COTTAGE (REM) | $175,169 | $0 | $175,169 |
| HOUSE WELL PUMP (REM) | $1,933 | $0 | $1,933 |
| HOUSE ALARM (REM) | $1,600 | $0 | $1,600 |
| HOUSE DECKS (REM) | $2,218 | $0 | $2,218 |
| HOUSE SPRINKLER (REM) | $6,618 | $0 | $6,618 |
| HOUSE MOONGATE (REM) | $1,052 | $0 | $1,052 |
| HOUSE ARCH GATE (REM) | $645 | $0 | $645 |
| HOUSE LIGHTING (REM) | $2,058 | $0 | $2,058 |
| COTTAGE WATERLINE (REM) | $1,364 | $0 | $1,364 |
| COTTAGE (LIFE) | $24,943 | $0 | $24,943 |
| MCNARY HOUSE (LIFE) | $249,431 | $0 | $249,431 |
| IMPROVEMENTS MCNARY (LIFE) | $19,852 | $0 | $19,852 |
| ELECTRIC PANEL UPGRADES | $10,793 | $0 | $10,793 |
| NEW ROOF MCNARY | $41,630 | $0 | $41,630 |
| GATE MOTOR | $3,036 | $0 | $3,036 |
| POND | $6,135 | $0 | $6,135 |
| LAND-HOUSE (REMAINDER) | $61,667 | $0 | $61,667 |
| LAND-HOUSE (LIFE) | $96,592 | $0 | $96,592 |
| TREEHOUSE (REMAINDER) | $60,513 | $39,694 | $20,819 |
| STRUCTURAL IMP T/H (REM) | $11,560 | $7,578 | $3,982 |
| NEW ROOF TREEHOUSE (REM) | $1,429 | $938 | $491 |
| SPRINKLER IMP T/H (REM) | $1,493 | $966 | $527 |
| STRUCTURAL IMP T/H (REM) | $13,086 | $8,469 | $4,617 |
| LIGHTING T/H (REM) | $535 | $330 | $205 |
| TREEHOUSE (LIFE) | $94,784 | $62,180 | $32,604 |
| STRUCTURAL IMP T/H (LIFE) | $13,379 | $8,776 | $4,603 |
| NEW ROOF TREEHOUSE (LIFE) | $2,239 | $1,461 | $778 |
| IMPROVEMENTS T/H (LIFE) | $19,984 | $12,753 | $7,231 |
| LAND TREEHOUSE (REM) | $21,140 | $0 | $21,140 |
| LAND TREEHOUSE (LIFE) | $33,112 | $0 | $33,112 |
| STOVE | $578 | $242 | $336 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $1,815 | $1,815 | $0 |
| PRESSURE WASHER | $730 | $730 | $0 |
| BUILDING SPAULDING | $71,230 | $34,164 | $37,066 |
| ARCHITECTS - SPAULDING | $3,051 | $1,219 | $1,832 |
| PAVING - SPAULDING | $1,430 | $1,430 | $0 |
| LAND - SPAULDING | $51,310 | $0 | $51,310 |
| PHONE SYSTEM | $3,443 | $2,214 | $1,229 |
| DELL COMPUTER - SERVER | $698 | $630 | $68 |
| DELL COMPUTER - GRANTS | $862 | $774 | $88 |
| DELL COMPUTER - FINANCE | $769 | $481 | $288 |
| DELL COMPUTER - CEO | $580 | $363 | $217 |
| FENCING - SPAULDING | $2,111 | $529 | $1,582 |
| MCNARY PERSONAL PROPERTY | $191,514 | $0 | $191,514 |
| KEITH'S COMPUTER | $715 | $215 | $500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $885 | LegalFeesAmt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $510 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,973 | $1,973 | $0 |
| DUES AND MEMBERSHIPS | $780 | $405 | $375 |
| FRAUD LOSS | $2,656 | $0 | $0 |
| OFFICE EXPENSE | $6,415 | $3,207 | $3,208 |
| WEBSITE MAINTENANCE | $1,498 | $75 | $1,423 |
| TREEHOUSE INSURANCE | $1,155 | $1,155 | $0 |
| TREEHOUSE MAINTENANCE | $2,492 | $2,492 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LIFE INSURANCE PROCEEDS | $21,123 | $21,123 |
| FEDERAL TAX REFUND | $10,373 | $10,373 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $1,503 | BOYBookValueAmt |
| EOY Book Value | $1,553 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $109,625 | $109,625 | $0 |
| APPRAISAL FEES | $4,300 | $4,300 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $6,333 | $6,333 | $0 |
| TAXES - FEDERAL | $9,000 | $0 | $0 |
| TAXES - STATE | $2,400 | $0 | $2,400 |
| PROPERTY TAX EXPENSE - MCNARY | $15,893 | $15,893 | $0 |
| TREEHOUSE PROPERTY TAX | $6,880 | $6,880 | $0 |
Comments