DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202031839349101013
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T12:38:04-05:00 | 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 5TH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMO | BusinessNameControlTxt |
| Phone | 5032432671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY L DEMOREST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5032432671 | PhoneNum |
| Signature | 2020-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M O'LEARY | PreparerPersonNm |
| PTIN | P00161401 | PTIN |
| Phone | 5032210141 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.192.188.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-28 | IPDt |
| IP Tm | 12:42:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3E3B55AB7BCA7C186430AEA562462D358344947 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B3E3B55AB7BCA7C186430AEA562462D358344947 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,265,158 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $346,919 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,207 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,207 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $592,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,430 | 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 | $2,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,413 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,412 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $627 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,597 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,265,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,256,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,256,449 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,007,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,188,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,008,709 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,272,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,445,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,265,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,272,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,445,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,272,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,445,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,272,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,445,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,272,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,445,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,445,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WABTEC CASH IN LIEU | P | 2019-03-01 | 2019-03-04 | $71 | $76 | -$5 | -$5 |
| 42 SHS WABTEC | P | 2019-03-01 | 2019-03-13 | $3,040 | $3,279 | -$239 | -$239 |
| 1000 SHS CITIGROUP INC | P | 2013-10-08 | 2019-09-09 | $68,102 | $47,979 | $20,123 | $20,123 |
| 1000 SHS INTL BUSINESS MACHINES | P | 2017-12-19 | 2019-01-23 | $132,102 | $153,580 | -$21,478 | -$21,478 |
| 1000 SHS GILEAD SCIENCES INC | P | 1995-03-28 | 2019-11-21 | $64,804 | $395 | $64,409 | $64,409 |
| 3000 SHS WEYERHAEUSER CO | P | 2010-09-02 | 2019-09-26 | $82,886 | $46,620 | $36,266 | $36,266 |
| CAPITAL GAINS DIVIDENDS | P | $12,580 | $12,580 | $12,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $398,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,549,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $369,527 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,049,823 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $383,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,388,861 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $366,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,734,045 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,927 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,469,363 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043501 | DistributionYr5Rt |
| Total Distribution | 0.235385 | TotalDistributionRt |
| Average Distribution | 0.047077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,567,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $403,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $405,753 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,089 | 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 | $2,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,896 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,896 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $460 | OverpaymentAmt |
| Applied To ES Tax | $460 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY L DEMOREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032432671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAAREN M DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINE BARBOUR | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT E DEMOREST | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,336,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,360,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,697,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,697,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,567,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,436 | TotalTaxAmt |
| Distributable Before Adj | $425,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $425,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $425,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,089 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,089 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,653 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $425,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $415,289 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $415,289 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,800 | 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 | $423,123 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHON UGANDA CHILDRENS FUND | |||||||
| PO BOX 91639 | PORTLAND | OR | 97291 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| ALBERTINA KERR | |||||||
| 424 NW 22ND AVENUE | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | PROGRAMS FOR DISABLED | $2,000 |
| ALL HANDS RAISED | |||||||
| 2069 NE HOYT STREET | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | EDUCATION | $35,000 |
| BRADLEY ANGLE | |||||||
| 720 N KILLINGSWORTH AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE SHELTERING | $5,000 |
| CENTRAL CITY CONCERN | |||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE ORGANIZATION | $20,000 |
| CHILDREN'S CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PARKWAY SUITE 140 | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| DOERNBECHER FOUNDATION | |||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 |
| FRIENDS OF THE CHILDREN - PORTLAND | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $25,000 |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | |||||||
| 1478 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $50,000 |
| HABITAT FOR HUMANITY WILLAMETTE WEST | |||||||
| 5293 NE ELAM YOUNG PARKWAY 140 | HILLSBORO | OR | 97124 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $10,000 |
| INCIGHT | |||||||
| 111 SW COLUMBIA STREET SUITE 1170 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION/EMPLOYMENT SUPPORT | $5,000 |
| MEALS ON WHEELS | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | AT RISK YOUTH | $2,000 |
| OLD TIMERS' BASEBALL | |||||||
| 5019 SW LOWELL | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $10,000 |
| OPEN SCHOOL | |||||||
| 7633 N WABASH AVENUE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | EDUCATION | $65,000 |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PUBLIC CHARITY | RESEARCH | $10,000 |
| PNCA | |||||||
| 511 NW BROADWAY | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTS/EDUCATION | $2,500 |
| PSU FOUNDATION | |||||||
| 1600 SW FOURTH AVENUE | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION | $10,500 |
| SAM DAY FOUNDATION | |||||||
| 1665 NW 136TH AVE | PORTLAND | OR | 97229 | N/A | PUBLIC CHARITY | CANCER RESEARCH | $5,000 |
| SHRINERS HOSPITALS | |||||||
| 3101 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| ST MARY'S HOME FOR BOYS | |||||||
| 16535 SW TUALATIN VALLEY HWY | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| THE FRESHWATER TRUST | |||||||
| 65 SW YAMHILL ST SUITE 200 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $50,000 |
| THE NATURE CONSERVANCY - OREGON | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | CONSERVATION | $10,000 |
| THE NATURE CONSERVANCY - WASHINGTON | |||||||
| 74 WALL STREET | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $10,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | EDUCATION | $30,000 |
| WEST LINN YOUTH LACROSSE | |||||||
| PO BOX 386 | WEST LINN | OR | 97068 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $5,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVE | WEST LINN | OR | 97068 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $5,000 |
| Z MAN SCHOLARSHIP FOUNDATION | |||||||
| 3855 SW 153RD DR | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,000 | 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 | 14 | ExclusionCd |
| Exclusion | $6,207 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SCOTT AND REBECCA DEMOREST | |||||||
| 1 | 3060 S BRANDYWINE DRIVE | WEST LINN | OR | 97068 | $15,158 | Yes (X) | Yes (X) |
| HARRY AND KAAREN DEMOREST | |||||||
| 2 | 1581 SW UPPER HALL | PORTLAND | OR | 97201 | $75,000 | Yes (X) | |
| HARRY AND KAAREN DEMOREST | |||||||
| 3 | 1581 SW UPPER HALL | PORTLAND | OR | 97201 | $231,888 | Yes (X) | Yes (X) |
| GARY AND CHRISTINE BARBOUR | |||||||
| 4 | 1565 SW UPPER HALL STREET | PORTLAND | OR | 97201 | $24,873 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 645 SHARES MICROSOFT VALUED AT $101,517 WITH BASIS OF $15,158 | $15,158 | 2019-12-20 |
| 3 | 19,977 SHARES OF NORTHWEST PIPE CO. VALUED AT $677,020 WITH A BASIS OF $231,888 | $231,888 | 2019-12-16 |
| 4 | 450 SHARES BERKSHIRE HATHAWAY INC VALUED AT $101,039 WITH BASIS OF $24,873 | $24,873 | 2019-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,825 | Amt |
| Net Investment Income | $1,413 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,412 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - EMA ACCOUNT | StockNm |
| EOY Book Value | $3,188,559 | EOYBookValueAmt |
| EOYFMV | $9,008,709 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH FEES | $85 | $85 | $0 |
| OTHER FEES | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 STATE OF OREGON BALANCE DUE | $627 | $0 | $627 |
| FOREIGN TAXES PAID | $335 | $335 | $0 |
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