JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101909
- Schema version
- 2019v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T21:00:55-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936020752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5034643580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5034643580 | PhoneNum |
| Signature | 2020-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J CASTRIANO | PreparerPersonNm |
| PTIN | P01251603 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2020-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.38.40 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F646C41554AD85DB1A94B426AC6BAD45EA53439C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E345BE35FD7DC5EF67BB8AAC56058871C61865F3 | 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 | $13,817,323 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $281,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $770,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,245,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $770,378 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,054,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,052,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $169,997 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $152,998 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $8,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,115,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $952,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $895,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $503,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,210 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,702,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,693,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,312,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,243,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,163,548 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,408,081 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,534,294 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,005,684 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,036,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,983,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,922,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,817,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,983,954 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,922,621 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,983,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,922,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,983,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,922,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,983,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,922,692 | SubtotalAmt |
| Other Decreases | $71 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,922,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4844.942 BAIRD AGGREGATE BOND FD INSTL | 2019-08-08 | $54,409 | $52,548 | $1,861 | $1,861 | ||
| 249. ISHARES BARCLAYS INTERM GOVT ETF | 2019-08-08 | $28,131 | $27,744 | $387 | $387 | 2015-10-14 | |
| 22088.157 NUVEEN SANTA BARBARA DIV GROWTH FD I | 2019-08-08 | $977,401 | $554,213 | $423,188 | $423,188 | ||
| 26011.39 LAUDUS INTERNATIONAL MARKETMASTERS | 2019-08-08 | $564,967 | $415,402 | $149,565 | $149,565 | 2010-06-15 | |
| 10983.906 TIAA CREF BOND FUND ADVISOR CLASS | 2019-08-08 | $117,198 | $118,184 | -$986 | -$986 | 2004-12-27 | |
| 1035.411 T ROWE PRICE SMALL CAP STOCK FD | 2020-04-16 | $41,768 | $39,894 | $1,874 | $1,874 | 2016-03-30 | |
| 4592.174 TIAA CREF INFLATION LINKED BOND FUND | 2020-04-16 | $53,866 | $54,469 | -$603 | -$603 | 2011-09-02 | |
| 19717.201 TIAA CREF BOND FUND ADVISOR CLASS | 2020-04-16 | $211,763 | $212,280 | -$517 | -$517 | 2004-12-27 | |
| CAPITAL GAIN DIVIDENDS | $195,609 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $770,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $777,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,835,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $812,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,328,573 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056718 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $675,990 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,591,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049738 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $613,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,368,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $658,273 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,956,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047165 | DistributionYr5Rt |
| Total Distribution | 0.255724 | TotalDistributionRt |
| Average Distribution | 0.051145 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,797,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $705,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $714,641 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $952,789 | 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 | $8,960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,587 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $373 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034643580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| US BANK NA | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | TRUSTEE | 1 | $145,997 |
| JULIE VIGELAND | ||||||
| 1517 SW COLLEGE ST | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| EMILY KARR | ||||||
| 900 SW FIFTH SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| 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 |
| 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 | $13,808,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,007,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,007,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,797,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $689,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $689,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,960 | TotalTaxAmt |
| Distributable Before Adj | $680,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $682,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $682,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $952,789 | 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 | $952,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,960 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $943,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $682,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,057 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $952,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $682,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $446,923 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $446,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $77,160 | ExcessFromYear2Amt |
| Excess From Year1 | $99,897 | ExcessFromYear1Amt |
| Excess From Current Year | $269,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JACKSON FOUNDATION ATTN MR R | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032756564 | RecipientPhoneNum |
| Form And Info And Materials | A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $7,500 | |
| BOOST OREGON | ||||||||
| PO BOX 8635 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $4,500 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CAMP FIRE COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CHILDREN'S CANCER ASSOCIATION | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 102 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $20,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PC | GENERAL OPERATING | $10,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NORTHWEST FILM CENTER | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,500 | |
| OREGON CHILDREN'S THEATRE | ||||||||
| 1939 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $70,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $65,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $65,000 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $50,000 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 506 SW 6TH AVE STE 1100 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,500 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $18,000 | |
| REBUILDING TOGETHER PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PORTLAND HOMELESS FAMILY SOLUTIONS | ||||||||
| 1838 SW JEFFERSON | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FRIENDLY HOUSE INC | ||||||||
| 2617 NW SAVIER | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LIFT URBAN PORTLAND | ||||||||
| 2701 NW VAUGHN ST SUITE 102 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,500 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING | $1,500 | |
| READING RESULTS | ||||||||
| 3115 NE SANDY BLV | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BOULEVARD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $2,000 | |
| DOVELEWIS EMERGENCY ANIMAL HOSPITAL | ||||||||
| 1945 NW PETTYGROVE ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GLEANERS OF CLACKAMAS COUNTY INC | ||||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,500 | |
| IN A LANDSCAPE | ||||||||
| 725 NW FLANDERS 303 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ELITE SPORTS ACADEMY | ||||||||
| 0677 SW LOWELL ST 657 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PROFILE THEATRE | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $13,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 4380 SW MACADAM AVE SUITE 270 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HARPER'S PLAYGROUND | ||||||||
| 1477 NW EVERETT ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BODYVOX | ||||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TOGETHER WE ARE GREATER THAN | ||||||||
| 2916 NE ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BIG BROTHERS BIG SISTERS COLUMBIA NW | ||||||||
| 6443 SW BEAVERTON-HILLSDALE HWY SUI | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CAPELLA ROMANA | ||||||||
| 620 SW MAIN ST 714 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| DE PAUL TREATMENT CENTERS | ||||||||
| 1312 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 99 BEDFORD ST | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING | $5,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CORRIB THEATRE | ||||||||
| 3736 SE SALMON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BOYS & GIRLS CLUBS OF PORTLAND METRO | ||||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF BASEBALL | ||||||||
| 100 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NW HOUSING ALTERNATIVES | ||||||||
| 13819 SE MCLOUGHLIN BLVD | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 | |
| YMA YOUNG MUSICIANS & ARTISTS | ||||||||
| 220 NW 8TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PORTLAND AUDUBON | ||||||||
| 5151 NW CORNELL ROAD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TUALATIN RIVERKEEPERS | ||||||||
| 11675 SW HAZELBROOK RD | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MORRISON CHILD & FAMILY SERVICES | ||||||||
| 11035 SE SANDY BLVD | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $4,000 | |
| FOREST PARK CONSERVANCY | ||||||||
| 833 SW 11TH AVE SUITE 800 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SOC OF ST VINCENT DE PAUL-PORTLAND | ||||||||
| 8101 SE CORNWELL ST | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OUTGROWING HUNGER | ||||||||
| 18901 E BURNSIDE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN RED CROSS- CASCADES DIV | ||||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PDX JAZZ | ||||||||
| 5212 NE SACRAMENTO ST | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,000 | |
| BIENSTAR | ||||||||
| PO BOX 665 | HILLSBORO | OR | 97123 | NONE | PC | GENERAL OPERATING | $2,000 | |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $7,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 3910 SE STARK STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | OREGON FAMILY RELIEF NURSERY |
| MEALS ON WHEELS PEOPLE | ||||||||
| 7710 SW 31ST AVENUE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $6,000 | |
| THE AMERICAN CANCER SOCIETY | ||||||||
| 0330 SW CURRY STREET | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CPAH | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ETHOS INC | ||||||||
| 2 N KILLINGSWORTH ST | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FREE GEEK | ||||||||
| 1731 SE 10TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,000 | |
| L'ARCHE PORTLAND | ||||||||
| 435 SE 85TH AVE | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $1,500 | |
| BLUE SKY GALLERY | ||||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $6,000 | |
| PORTLAND 5 CENTERS FOR THE ARTS FDN | ||||||||
| 1111 SW BROADWAY | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CASCADE AIDS PROJECT | ||||||||
| 520 NW DAVIS ST SUITE 215 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WILLAMETTE FALLS HERITAGE AREA COAL | ||||||||
| PO BOX 7 | WEST LINN | OR | 97068 | NONE | PC | GENERAL OPERATING | $15,000 | |
| MAURICE LUCAS FOUNDATION | ||||||||
| 7555 SW HERMOSO WAY | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,500 | |
| ALS ASSOCIATION OREGON & SW WA | ||||||||
| 700 NE MULTNOMAH ST STE 210 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $1,500 | |
| GIRLS ON THE RUN OF PORTLAND METRO | ||||||||
| 2337 NW YORK ST STE 202E | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FRIENDS OF TREES | ||||||||
| 3117 NE ML KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 2300 SW 1ST AVE SUITE 103 | Portland | OR | 97201 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CHILDREN'S BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DR | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CONVERGE 45 | ||||||||
| PO BOX 28209 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $50,000 | |
| YOUTH MUSIC PROJECT | ||||||||
| 2015 8TH AVE | West Linn | OR | 97068 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ALL CLASSICAL PORTLAND | ||||||||
| 211 SE CARUTHERS ST SUITE 200 | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HOLLYWOOD THEATRE | ||||||||
| 4035 NE SANDY BLVD SUITE 212 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,100 | |
| REAP INC | ||||||||
| PO BOX 86341 | PORTLAND | OR | 97286 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WAYFINDING ACADEMY | ||||||||
| 8010 N CHARLESTON AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FINANCIAL BEGINNINGS OREGON | ||||||||
| 1326 SW 12TH AVE | Portland | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CARES NW | ||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WHITE BIRD | ||||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORTLAND STATE UNIVERSITY FDN | ||||||||
| 1600 SW FOURTH AVE SUITE 730 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PROVIDENCE CHILD CENTER FOUNDATION | ||||||||
| 830 NE 47TH AVENUE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $4,000 | |
| SMART | ||||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,000 | |
| WILLAMETTE WEEK FUND | ||||||||
| 2220 NW QUIMBY STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CASA OF CLACKAMAS COUNTY | ||||||||
| 421 HIGH ST 108 | Oregon City | OR | 97045 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ADELANTE MUJERES | ||||||||
| 2030 MAIN STREET SUITE A | Forest Grove | OR | 97116 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ECO-SCHOOL NETWORK | ||||||||
| 310 SW 4TH AVE SUITE 400 | Portland | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NORTHWEST CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PLAYWORKS | ||||||||
| 1125 SE MADISON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,500 | |
| HIGH DESERT MUSEUM | ||||||||
| 59800 SOUTH HWY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $1,500 | |
| THE GROTTO | ||||||||
| 8840 NE SKIDMMORE STREET | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NW DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $7,000 | |
| TUCKER MAXON SCHOOL | ||||||||
| 2860 SE HOLGATE BLVD | Portland | OR | 97202 | NONE | I | SCHOLARSHIPS | $5,000 | |
| OPEN SCHOOL | ||||||||
| 7633 N WABASH AVE | Portland | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| ADAPTIVE SPORTS NORTHWEST | ||||||||
| 4840 SW WESTERN AVE STE 500 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE BLACK UNITED FUND OF OR | ||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| MILAGRO | ||||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON BALLET THEATRE | ||||||||
| 0720 SW BANCROFT ST | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $60,000 | |
| BROADWAY ROSE THEATRE COMPANY | ||||||||
| 12850 SW GRANT AVE | Tigard | OR | 97281 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||||
| 511 NW BROADWAY | Portland | OR | 97209 | NONE | PC | GENERAL OPERATING | $10,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,500 | |
| ALBERTINA KERR CENTERS FOUNDATION | ||||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PHAME | ||||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $4,000 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT STREET | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BRAVO YOUTH ORCHESTRAS | ||||||||
| PO BOX 17356 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PICA | ||||||||
| 415 SW 10TH AVE SUITE 300 | PORTLAND | OR | 97202 | NONE | PC | GENERAL | $8,000 | |
| CIRCUS PROJECT | ||||||||
| 1420 NW 17TH SUITE 888 | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND JAPANESE GARDEN | ||||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $2,500 | |
| REACH COMMUNITY DEVELOPMENT | ||||||||
| 1135 SE SALMON STREET | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $3,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $26,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,100 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,673 | 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 | $770,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PY GRANT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,054,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,054,051 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 057071854 BAIRD AGGREGATE BOND | $1,634,566 | $1,783,192 |
| 464288612 ISHARES BARCLAYS INT | $1,528,982 | $1,624,889 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 779556109 ROWE T PRICE MID-CAP | $505,154 | $720,176 |
| 779572106 T ROWE PRICE SMALL C | $408,145 | $631,327 |
| 808509640 LAUDUS INTERNATIONAL | ||
| 46434G103 ISHARES CORE MSCI EM | $360,053 | $395,556 |
| 670678507 NUVEEN REAL ESTATE S | $572,749 | $490,978 |
| 67065W639 NUVEEN SANTA BARBARA | ||
| 741479109 PRICE T ROWE GROWTH | $834,393 | $2,078,445 |
| 921921300 VANGUARD EQUITY INCO | $989,831 | $1,601,591 |
| 29875E100 AMERICAN EUROPACIFIC | $1,022,854 | $1,394,281 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 87245P718 TIAA CREF BOND FUND | AT COST | $767,837 | $807,963 |
| 87245P668 TIAA CREF INFLATION | AT COST | $518,441 | $529,784 |
| 412295107 HARDING LOEVNER INTL | AT COST | $567,654 | $596,011 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $1,151,752 | $1,102,920 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC ADJUSTMENT | Desc |
| Amt | $71 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKERS RENEWAL | $2,720 | $0 | $2,720 |
| STATE FILING FEE | $1,398 | $0 | $1,398 |
| SPIRE TECHNOLOGIES | $4,071 | $0 | $4,071 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PY GRANT | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,592 | $2,592 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,432 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $503 | $503 | $0 |
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