HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-02
- IRS object ID
- 202031549349100123
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-02T12:09:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201362997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA GORGE ENVIRONMENTAL FOUNDATION | 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 | 2020-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 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 | $1,450,257 | 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 | $1,232 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,232 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,497 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,840 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,420 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$100,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$81,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,366 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $163 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,844 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $377,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $208,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $395,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,688 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $892,405 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $892,405 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $892,405 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $892,405 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $109,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,429,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,450,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,429,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,263,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,429,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,429,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,429,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,263,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC.- 100 SHARES | P | 2013-08-23 | 2019-12-05 | $4,285 | $2,423 | $1,862 | $1,862 |
| FORD MOTOR CO - 2,600 SHARES | P | 2015-01-15 | 2019-10-03 | $22,123 | $39,167 | -$17,044 | -$17,044 |
| FOOT LOCKER INC. NY.COM - 350 SHARES | P | 2016-05-20 | 2019-10-03 | $14,275 | $19,557 | -$5,282 | -$5,282 |
| MYLAN NV - 650 SHARES | P | 2016-05-12 | 2019-12-05 | $12,065 | $25,307 | -$13,242 | -$13,242 |
| SUNPOWER CORP - 1,500 SHARES | P | 2014-12-04 | 2019-10-03 | $15,055 | $39,555 | -$24,500 | -$24,500 |
| SUNEDISON INC. - 2,000 SHARES | P | 2014-12-04 | 2019-10-08 | $42,314 | -$42,314 | -$42,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$100,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,945 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,525,911 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,536,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,568,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041130 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,688,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052649 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,741,998 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051346 | DistributionYr5Rt |
| Total Distribution | 0.248548 | TotalDistributionRt |
| Average Distribution | 0.049710 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,489,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,713 | 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 | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $627 | OverpaymentAmt |
| Applied To ES Tax | $627 | 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 | $487,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,001,405 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,512,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,512,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,489,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $74,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,333 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,333 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,713 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,495 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,495 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,115 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1000 FRIENDS OF OREGON | ||||||
| 534 SW THIRD AVENUE SUITE 300 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $20,000 |
| CASCADE RESOURCES ADVOCACY GROUP | ||||||
| 917 SW OAK ST STE 417 | PORTLAND | OR | 97205 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $12,000 |
| CENTRAL OREGON LANDWATCH | ||||||
| 1539 NW VICKSBURG AVENUE | BEND | OR | 97701 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $8,000 |
| COALITION OF OREGON LAND TRUSTS | ||||||
| 511 SE MORRISON ST | PORTLAND | OR | 97214 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $1,000 |
| FRIENDS OF DOUGLAS COUNTY | ||||||
| 577 MODE ROAD | UMPQUA | OR | 97486 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $2,000 |
| FRIENDS OF FRENCH PRAIRIE | ||||||
| PO BOX 403 | DONALD | OR | 97020 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $3,000 |
| FRIENDS OF THE COLUMBIA GORGE LAND TRUST | ||||||
| 522 SW FIFTH AVENUE SUITE 720 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $7,000 |
| FRIENDS OF THE GORGE | ||||||
| PO BOX 40820 | PORTLAND | OR | 97240 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $10,000 |
| LANDWATCH LANE COUNTY | ||||||
| PO BOX 5347 | EUGENE | OR | 97405 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $5,000 |
| OLCV EDUCATION FUND | ||||||
| 133 SW 2ND AVENUE SUITE 200 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $7,000 |
| THRIVE HOOD RIVER | ||||||
| PO BOX 1544 | HOODRIVER | OR | 97031 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,000 | 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 | $1,232 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,497 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$100,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$85,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$85,371 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND - BANK AMER CORP | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $49,688 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1600 SHARES INTEL CORP | $22,624 | $95,760 |
| 1200 SHARES GLAXOSMITHKNLINE | $58,692 | $56,388 |
| 3600 SHARES CISCO SYSTEMS INC | $87,219 | $172,656 |
| 1445 SHARES KONINKL PHIL NV SH NEW | $40,189 | $70,516 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE OPTION | AT COST | $10,000 | $10,000 |
| INTEREST IN REAL ESTATE | AT COST | $99,000 | $99,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $100 | $0 | $100 |
| INSURANCE | $1,262 | $1,262 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $183 | Amt |
| Net Investment Income | $183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $163 | $0 | $163 |
| FOREIGN TAXES | $208 | $208 | $0 |
| PROPERTY TAXES | $2,158 | $2,158 | $0 |
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