FURP.ORG / PUBLIC DATA EXPLORER

MARDI SCHNITZER SPITZER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARDI SCHNITZER SPITZER FOUNDATION (EIN 47-4287703)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-19
IRS object ID
202532629349100808
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-19T14:22:19-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930623286PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALDRICH CPAS AND ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15665 MEADOWS RD 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474287703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARDI SCHNITZER SPITZER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARDBusinessNameControlTxt
Phone5036204489PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ALDRICH 5665 SW MEADOWS RDAddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARDI S SPITZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5036974118PhoneNum
Signature2025-09-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA NORTHCUTT CPAPreparerPersonNm
PTINP00746084PTIN
Phone5036204489PhoneNum
Preparation2025-09-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$734InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$734InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,734TotalRevAndExpnssAmt
Total Net Invst Incm$734TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,835AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,418AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,420TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,116ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,116ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,973TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,420TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,116TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,239ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,080CashBOYAmt
Cash EOY$5,846CashEOYAmt
Cash EOYFMV$5,846CashEOYFMVAmt
Other Investments BOY$14OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,094TotalAssetsBOYAmt
Total Assets EOY$5,846TotalAssetsEOYAmt
Total Assets EOYFMV$5,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$23,094RetainedEarningBOYAmt
Retained Earning EOY$5,846RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,846TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,239ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,855SubtotalAmt
Other Decreases$9OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,846TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,610EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,610TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,610OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,610RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALDRICH CPAS AND ADVISORS LLPIndividualWithBooksNm
Phone5036204489PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15665 SW MEADOWS ROAD 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARDI S SPITZER
C/O 5665 SW MEADOWS ROAD 200LAKE OSWEGOOR97035DIRECTOR, PRESIDENT1.00$0$0$0
MARC A LIPPMAN
C/O 5665 SW MEADOWS ROAD 200LAKE OSWEGOOR97035DIRECTOR, SECRETARY1.00$0$0$0
DAVID R LIPPMAN
C/O 5665 SW MEADOWS ROAD 200LAKE OSWEGOOR97035DIRECTOR, TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,977AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,782NetVlNoncharitableAssetsAmt
Minimum Investment Return$639MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$639MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$639DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$639DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$639DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,116ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,116QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$639DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$48,434ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,064ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,801ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,072ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,551ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$245,922TotalExcessDistributionCyovAmt
Qualifying Distributions$40,116QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$639AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,477RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$285,399TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$48,434ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$236,965ExcessDistriCyovToNextYrAmt
Excess From Year4$38,064ExcessFromYear4Amt
Excess From Year3$62,801ExcessFromYear3Amt
Excess From Year2$47,072ExcessFromYear2Amt
Excess From Year1$49,551ExcessFromYear1Amt
Excess From Current Year$39,477ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARDI S SPITZERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JEWISH FEDERATION OF GREATER PORTLAND
9900 SW GREENBURG ROAD SUITE 220TIGARDOR97223PCTO ACCOMPLISH ITS MISSION$16,536
INSTITUTE FOR MYELOMA & BONE CANCER RESEARCH
9201 SUNSET BLVD SUITE 300WEST HOLLYWOODCA90069PCTO ACCOMPLISH ITS MISSION$10,000
HARMON RECOVERY FOUNDATION
49500 MARNE COURTLA QUINTACA92255PCTO ACCOMPLISH ITS MISSION$5,000
OHSU FOUNDATION
2020 SW 4TH STREET SUITE 900PORTLANDOR97201PCOHSU CENTER FOR WOMEN'S HEALTH CIRCLE OF GIVING$5,000
B'NAI B'RITH CAMP
6443 SW BEAVERTON HILLSDALE HWYBEAVERTONOR97221PCTO ACCOMPLISH ITS MISSION$2,000SUITE 234
AMERICAN CANCER SOCIETY
PO BOX 8450PORTLANDOR97207PCTO ACCOMPLISH ITS MISSION$528
GIFTED WISHES
6663 BEAVERTON HILLSDALE HWY 63BEAVERTONOR97225PCTO ACCOMPLISH ITS MISSION$500
SEACREST VILLAGE RETIREMENT COMMUNITIES
211 SAXONY RDENCINITASCA92024PCMILTON AND MADELINE GOLDBBERG RESIDENT ASSISTANCE FUND$100
JEWISH NATIONAL FUND USA
42E 69TH STREETNEW YORKNY10021PCTO ACCOMPLISH ITS MISSION$100
CHILDHELP
6730 N SCOTTSDALE RD STE 150SCOTTSDALEAZ85253PCINDIAN WELLS CHAPTER$100
PROVIDENCE PORTLAND MEDICAL CENTER
4805 NE GLISAN STPORTLANDOR97213PCTO ACCOMPLISH ITS MISSION$100
THE DOUGY CENTER
PO BOX 86852PORTLANDOR972860852PCTO ACCOMPLISH ITS MISSION$52
EVANS SCHOLARS HOUSE
1910 UNIVERSITY STREETEUGENEOR97403PCTO ACCOMPLISH ITS MISSION$50
THE FRESHWATER TRUST
PO BOX 9205PORTLANDOR97207PCTO ACCOMPLISH ITS MISSION$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,116TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$734ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$734ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$734TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARDI S SPITZERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ALDRICH 5665 SW MEADOWS RDAddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,835Amt
Net Investment Income$1,418NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN/(LOSS)Desc
Amt$9Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOREGON DEPARTMENT OF JUSTICECategoryTxt
Amt$20Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt