JOHN & TAMI MARICK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & TAMI MARICK FOUNDATION INC (EIN 46-2345457)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202041959349101774
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:27:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 462345457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John & Tami Marick Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5032011000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16730 sw alder circle | AddressLine1Txt |
| City | lake oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MARICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201955000095 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,798,858 | 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 | $10,250,103 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $802,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,330,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,746 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,805 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,233,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,726,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,726,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,394,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,954,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,072,102 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,447,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,681,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,798,858 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,447,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,681,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,447,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,681,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,447,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,681,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,447,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,233,669 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,681,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,681,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $802,172 | GrossSalesPriceAmt |
| Cost Or Other Basis | $782,184 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,988 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,988 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,711,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,979 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $685,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033501 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,038 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $578,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $441,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,841 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,350 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088033 | DistributionYr5Rt |
| Total Distribution | 0.204432 | TotalDistributionRt |
| Average Distribution | 0.040886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,965,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,698 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,381 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,381 | SubtotalAmt |
| Tax Based On Investment Income | $1,381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $381 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Kelsie Hirko | ||||||||
| 16730 sw alder circle | lake oswego | OR | 97034 | Dir | 1.0 | $0 | $0 | $0 |
| Brandon Marick | ||||||||
| 16730 sw alder circle | lake oswego | OR | 97034 | Dir | 1.0 | $0 | $0 | $0 |
| John Marick | ||||||||
| 16730 sw alder circle | lake oswego | OR | 97034 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Tami Marick | ||||||||
| 16730 sw alder circle | lake oswego | OR | 97034 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,655,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,011,116 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,011,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,965,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,381 | TotalTaxAmt |
| Distributable Before Adj | $146,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,698 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,698 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,222 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $83,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,222 | AppliedToYear1Amt |
| Applied To Current Year | $2,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $144,440 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John Marick | ContributingManagerNm |
| Contributing Manager | Tami Marick | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEALS FOR SENIORS INC | |||||||
| PO BOX 852 | ROCKAWAY BCH | OR | 97136 | N/A | PC | Web page hosting and food trays | $2,300 |
| PROVIDENCE CHILDRENS HEALTH FOUNDATION | |||||||
| 830 NE 47TH AVE | PORTLAND | OR | 97213 | N/A | PC | Charitable Event | $10,100 |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | |||||||
| 1801 LIND AVE SW ATTN TAX DEPT | RENTON | WA | 98057 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | N/A | PC | General & Unrestricted | $35,000 |
| YOUNG LIFE | |||||||
| 820 MAIN ST STE 200 | LOUISVILLE | CO | 80027 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Marick John | |||||||
| 1 | 16730 SW Alder Circle | Lake Oswego | OR | 97034 | $8,550,103 | Yes (X) | Yes (X) |
| Marick Tami | |||||||
| 2 | 16730 SW Alder Circle | Lake Oswego | OR | 97034 | $1,700,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 1000 sh. | $176,895 | 2019-12-27 |
| 1 | SCHWAB U.S. LARGE-CAP GROWTH SCHG, 13590 sh. | $1,269,714 | 2019-12-27 |
| 1 | SCHWAB STRATEGIC TR US LARGE CAP VALUE SCHV, 15000 sh. | $904,125 | 2019-12-27 |
| 1 | BROWN CAPITAL MANAGEMENT SMALL COMPANY BCSSX, 2059.452 sh. | $208,870 | 2019-12-27 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND ADV | $142,410 | $147,674 |
| BROWN CAPITAL MANAGEMENT SMALL | $285,037 | $290,141 |
| DELAWARE SM CAP VALUE FUND INS | $91,485 | $91,362 |
| HARDING, LOEVNER FUNDS, INC. E | $81,974 | $93,730 |
| ISHARES TRUST RUSSELL 1000 GRO | $176,895 | $175,920 |
| JPMORGAN INCOME FUND CL I | $165,920 | $166,245 |
| MATTHEWS PACIFIC TIGER FUND I | $83,909 | $84,994 |
| SCHWAB STRATEGIC TR US LARGE C | $904,125 | $901,799 |
| SCHWAB U.S. LARGE-CAP GROWTH | $1,269,714 | $1,262,646 |
| SPDR S&P 400 MID CAP VALUE ETF | $57,930 | $64,367 |
| SPDR S&P 500 VALUE | $43,255 | $51,597 |
| SPDR S&P INTERNATIONAL SMALL C | $51,680 | $50,976 |
| T ROWE PRICE OVERSEAS | $146,319 | $151,367 |
| T. ROWE PRICE INTERNATIONAL DI | $88,179 | $94,734 |
| TCW EMERGING MARKETS INCOME FU | $121,040 | $121,079 |
| VANGUARD GROWTH ETF | $126,821 | $157,941 |
| VANGUARD INT TRM BD | $559,630 | $580,275 |
| VANGUARD MID-CAP GROWTH ETF | $53,236 | $64,465 |
| VANGUARD SHORT-TERM CORPORATE | $368,381 | $376,782 |
| VANGUARD VALUE ETF | $93,502 | $104,869 |
| VICTORY TRIVALENT INTERNATIONA | $43,020 | $39,139 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,753 | $15,753 |
| State or Local Filing Fees | $545 | $545 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,746 | Amt |
| Net Investment Income | $11,746 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $1,000 |
| 990-PF Excise Tax for 2018 | $805 |
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