JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-12
- IRS object ID
- 201902859349101100
- Schema version
- 2018v3.0
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-12T13:00:21-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-10-11 | 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 | 2019-10-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57623ED0AE1821D5CE0A508C54E4C9AF0C12734B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57623ED0AE1821D5CE0A508C54E4C9AF0C12734B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,317,258 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $304,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $568,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $711,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $568,145 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $872,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $872,785 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $169,819 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $152,837 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,982 | 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 | $14,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,784 | 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 | $8,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $757,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $757,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $951,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $784,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $716,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $438,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,133 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,846,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,702,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,984,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,778,133 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,243,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,307,108 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,534,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,522,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,062,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,983,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,317,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,062,625 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,983,954 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,062,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,983,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,062,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,983,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,062,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150 | OtherIncreasesAmt |
| Subtotal | $10,983,954 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,983,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 831. ISHARES CORE MSCI EMERGING MKTS ETF | 2016-08-16 | 2019-05-13 | $40,429 | $38,067 | $2,362 | $2,362 | |
| 1109.159 PRICE T ROWE GROWTH STK FD INC COM | 2010-12-20 | 2019-05-13 | $72,606 | $35,604 | $37,002 | $37,002 | |
| 285.567 ROWE T PRICE MID CAP GROWTH FD INC | 2013-06-07 | 2019-05-13 | $25,287 | $18,745 | $6,542 | $6,542 | |
| 344.125 T ROWE PRICE SMALL CAP STOCK FD | 2016-03-30 | 2019-05-13 | $16,694 | $13,259 | $3,435 | $3,435 | |
| 822.768 VANGUARD EQUITY INCOME ADM | 2012-06-01 | 2019-05-13 | $59,848 | $37,670 | $22,178 | $22,178 | |
| CAPITAL GAIN DIVIDENDS | $496,626 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $568,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $812,690 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,328,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $675,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,591,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049738 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $613,835 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,368,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $658,273 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,956,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $666,724 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,552,976 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049194 | DistributionYr5Rt |
| Total Distribution | 0.248733 | TotalDistributionRt |
| Average Distribution | 0.049747 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,835,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $688,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $695,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $784,509 | 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 | $7,162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,528 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,528 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | 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 | $145,819 |
| 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 | $13,593,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $452,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,046,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,046,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,835,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,162 | TotalTaxAmt |
| Distributable Before Adj | $684,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $684,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $684,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $784,509 | 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 | $784,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,162 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $777,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $684,612 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $784,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $684,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,897 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $177,057 | 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 | $177,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $77,160 | ExcessFromYear1Amt |
| Excess From Current Year | $99,897 | 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 (170 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 | $5,000 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $7,000 | |
| BOYS & GIRLS AID SOCIETY | ||||||||
| 018 SW BOUNDARY COURT | PORTLAND | OR | 97239 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BOOST OREGON | ||||||||
| PO BOX 8635 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CAMP FIRE COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CASA FOR CHILDREN | ||||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CALL TO SAFETY | ||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $3,500 | |
| 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 | $3,500 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FRIENDS OF THE COLUMBIA GORGE | ||||||||
| 522 SW 5TH AVE STE 720 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GROWING GARDENS | ||||||||
| 2203 NE OREGON ST | PORTLAND | OR | 97232 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HABITAT FOR HUMANITY PORTLAND | ||||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMPACT NW | ||||||||
| 10055 E BURNSIDE ST | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $8,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PC | GENERAL OPERATING | $10,000 | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1808 SE BELMONT ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MY VOICE MUSIC | ||||||||
| PO BOX 28043 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST FILM CENTER | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| 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 | $20,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 506 SW 6TH AVE STE 1100 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND RESCUE MISSION | ||||||||
| 1507 NE 122ND AVE | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $5,500 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND YOUTHBUILDERS | ||||||||
| 4816 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $4,000 | |
| 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 | |
| WALLACE MEDICAL CONCERN | ||||||||
| 124 NE 181 ST STE 103 | PORTLAND | OR | 97230 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| YWCA OF GREATER PORTLAND | ||||||||
| 1111 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LAN SU CHINESE GARDEN | ||||||||
| 127 NW THIRD AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $46,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $15,000 | |
| REBUILDING TOGETHER PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $5,000 | |
| 1000 FRIENDS OF OREGON | ||||||||
| 133 SW 2ND AVE STE 201 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $3,500 | |
| NORTHWEST OUTWARD BOUND SCHOOL | ||||||||
| 619 SW 11TH ST SUITE 225 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND HOMELESS FAMILY SOLUTIONS | ||||||||
| 1838 SW JEFFERSON | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CHAP | ||||||||
| 8065 SE GRAND AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FRIENDLY HOUSE INC | ||||||||
| 2617 NW SAVIER | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON RAIL HERITAGE FOUNDATION | ||||||||
| PO BOX 42443 | PORTLAND | OR | 97242 | 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 | |
| ST ANDREW LEGAL CLINIC | ||||||||
| 807 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| READING RESULTS | ||||||||
| 3115 NE SANDY BLV | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL OPERATING | $2,000 | |
| SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BOULEVARD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BRADLEY ANGLE | ||||||||
| 5432 N ALBINA AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GLEANERS OF CLACKAMAS COUNTY INC | ||||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE SUITE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SERENDIPITY CENTER | ||||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER ROAD | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $4,000 | |
| MAYBELLE CENTER FOR COMMUNITY | ||||||||
| 121 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVENUE | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $4,000 | |
| 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 | $2,000 | |
| PARKINSON'S RESOURCES OF OREGON | ||||||||
| 3975 MERCANTILE DRIVE SUITE 154 | PORTLAND | OR | 97035 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $15,000 | |
| REDISCOVER THE FALLS | ||||||||
| 814 MAIN STREET | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $10,000 | |
| 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 | |
| ALDER COLLEGE | ||||||||
| 618 NW GLISAN ST 303D | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| L'ARCHE PORTLAND | ||||||||
| 435 SE 85TH AVE | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $1,500 | |
| OPEN SIGNAL | ||||||||
| 2766 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COHO PRODUCTIONS | ||||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $1,000 | |
| 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 | |
| MEDIA INSTITUTE FOR SOCIAL CHANGE | ||||||||
| 1639 SE 37TH AVE | Portland | OR | 97227 | NONE | PC | GENERAL OPERATING | $1,000 | |
| 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 | |
| COLLEGE POSSIBLE | ||||||||
| 532 SE GRAND AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON COMMUNITY FOUNDATION | ||||||||
| 1221 SW YAMHILL SUITE 100 | PORTLAND | OR | 972052108 | NONE | PC | GENERAL OPERATING | $3,700 | |
| 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 | $3,500 | |
| LIFE EXPANDING ADVENTURE PROGRAM | ||||||||
| 806 SW BROADWAY SUITE 300 | Portland | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,000 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $10,000 | |
| YOUTH MUSIC PROJECT | ||||||||
| 2015 8TH AVE | West Linn | OR | 97068 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ADVANCE GENDER EQUITY IN THE ARTS | ||||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $5,000 | |
| REAP INC | ||||||||
| PO BOX 86341 | PORTLAND | OR | 97286 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE ALS ASSOCIATION OF OR & SW WA | ||||||||
| 700 NE MULTNOMAH ST STE 210 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CLACKAMAS REPERTORY THEATRE | ||||||||
| 19600 MOLALLA AVENUE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FAMILY OF FRIENDS MENTORING | ||||||||
| 1333 NW EASTMAN PARKWAY | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FINANCIAL BEGINNINGS OREGON | ||||||||
| 1326 SW 12TH AVE | Portland | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MINDS MATTER PORTLAND | ||||||||
| 1211 SW 5TH AVE | Portland | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND JAZZ FESTIVAL INC | ||||||||
| 5212 NE SACRAMENTO ST | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PROJECT LEMONADE | ||||||||
| PO BOX 96144 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $1,500 | |
| 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 | |
| TRIANGLE PRODUCTIONS | ||||||||
| 1785 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,500 | |
| UNITED WAY OF COLUMBIA-WILLAMETTE | ||||||||
| 619 SW 11TH AVENUE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WHITE BIRD | ||||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WILLAMETTE WEEK FUND | ||||||||
| 2220 NW QUIMBY STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $7,500 | |
| YOUTH PROGRESS ASSOCIATION | ||||||||
| 2020 SE POWELL BOULEVARD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BAG & BAGGAGE PRODUCTIONS INC | ||||||||
| 350 E MAIN ST | Hillsboro | OR | 97123 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CASA OF CLACKAMAS COUNTY | ||||||||
| 421 HIGH ST 108 | Oregon City | OR | 97045 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NATIVE ARTS AND CULTURES FOUNDATION | ||||||||
| 707 SW WASHINGTON ST 11TH FLR | Portland | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| VINTAGE TROLLEY INC | ||||||||
| 1140 SW 11TH SUITE 500 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| YOUNG AUDIENCES OF OREGON & SW WA | ||||||||
| 1220 SW MORRISON ST | Portland | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,000 | |
| BRITT MUSIC & ARTS FESTIVAL | ||||||||
| 216 W MAIN ST | Medford | OR | 95701 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CHILDREN'S CENTER | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ADELANTE MUJERES | ||||||||
| 2030 MAIN STREET SUITE A | Forest Grove | OR | 97116 | NONE | PC | GENERAL OPERATING | $3,000 | |
| DE LA SALLE CATHOLIC N HIGH SCHOOL | ||||||||
| 7528 N FENWICK AVE | Portland | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| ECO-SCHOOL NETWORK | ||||||||
| 310 SW 4TH AVE SUITE 400 | Portland | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ECUMENICAL MINISTRIES OF OREGON | ||||||||
| 0245 SW BANCROFT ST B | Portland | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NW CHILDREN'S THEATER AND SCHOOL | ||||||||
| 1819 NW EVERETT | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PARK ACADEMY | ||||||||
| 1915 SOUTH SHORE BLVD | Lake Oswego | OR | 97034 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MUSIC WORKSHOP | ||||||||
| 4804 SW SCHOLLS FERRY RD | PORTLAND | OR | 97225 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NORTH BY NE COMMUNITY HEALTH CENTER | ||||||||
| 714 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NORTHWEST CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON HUMANE SOCIETY | ||||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON NATIVE AMERICAN CHAMBER | ||||||||
| 4445 SW BARBUR BLVD | PORTLAND | OR | 97239 | 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 | $2,000 | |
| THE GROTTO | ||||||||
| 8840 NE SKIDMMORE STREET | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GREATER THAN | ||||||||
| 2916 NE ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| INDEPENDENT PUBLISHING RESOURCE CENT | ||||||||
| 318 SE MAIN STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,500 | |
| LAKEWOOD THEATRE COMPANY | ||||||||
| 368 S STATE STREET | LAKE OSWEGO | OR | 97034 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NW DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $6,000 | |
| CATHOLIC CHARITIES OF OREGON | ||||||||
| 2740 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $3,500 | |
| TUCKER MAXON SCHOOL | ||||||||
| 2860 SE HOLGATE BLVD | Portland | OR | 97202 | NONE | I | SCHOLARSHIPS | $5,000 | |
| OMSI | ||||||||
| 1945 SE WATER AVENUE | Portland | OR | 97214 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ARC OF MULTNOMAH-CLACKAMAS | ||||||||
| 6929 NE HALSEY ST | Portland | OR | 97213 | NONE | PC | GENERAL OPERATING | $1,000 | |
| 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 | |
| DOUGY CENTER | ||||||||
| 3909 SE 52ND AVE | Portland | OR | 97286 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE BLACK UNITED FUND OF OR | ||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MILAGRO | ||||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OUR HOUSE OF PORTLAND | ||||||||
| 2727 SE ALDER STREET | Portland | OR | 97214 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON BALLET THEATRE | ||||||||
| 0720 SW BANCROFT ST | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BROADWAY ROSE THEATRE COMPANY | ||||||||
| 12850 SW GRANT AVE | Tigard | OR | 97281 | NONE | PC | GENERAL OPERATING | $3,500 | |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||||
| 44 NE MORRIS ST | Portland | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| REBUILDING TOGETHER WASHINGTON CO | ||||||||
| 12550 SW 3RD ST | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COMMUNITY CYCLING CENTER | ||||||||
| 1805 NE 2ND AVE | Portland | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,000 | |
| 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 | |
| STREET ROOTS | ||||||||
| 211 NW DAVIS | Portland | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ALBERTINA KERR CENTERS FOUNDATION | ||||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||||
| 4238 SW RESEARCH WAY | Corvallis | OR | 973331068 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OPAL CREEK ANCIENT FOREST CENTER | ||||||||
| 721 NW 9TH AVE SUITE 236 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OR JEWISH MUSEUM & | ||||||||
| 724 NW DAVIS ST | Portland | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | CENTER FOR HOLOCAUST EDUCATION |
| PHAME | ||||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CLACKAMAS SERVICE CENTER INC | ||||||||
| 8800 SE 80TH AVE | PORTLAND | OR | 97206 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| UNION GOSPEL MISSION | ||||||||
| 3 NW 3RD AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $7,500 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BRAVO YOUTH ORCHESTRAS | ||||||||
| PO BOX 17356 | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PICA | ||||||||
| 415 SW 10TH AVE SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | GENERAL | $8,000 | |
| PORTLAND JAPANESE GARDEN | ||||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL | $2,000 | |
| CLACKAMAS WOMEN'S SERVICES | ||||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $3,000 | |
| REACH COMMUNITY DEVELOPMENT | ||||||||
| 1135 SE SALMON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ARCHITECTURE FOUNDATION OF OREGON | ||||||||
| PO BOX 40230 | PORTLAND | OR | 97240 | NONE | PC | GENERAL OPERATING | $2,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $4,200 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $757,400 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,640 | 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 | $568,145 | 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 | $872,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $872,785 | 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 (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 670678630 NUVEEN FUNDS CORE BD | ||
| 057071854 BAIRD AGGREGATE BOND | $1,687,113 | $1,729,349 |
| 464288612 ISHARES BARCLAYS INT | $1,556,726 | $1,577,759 |
| 670690387 NUVEEN INFLATION PRO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 779556109 ROWE T PRICE MID-CAP | $505,154 | $730,411 |
| 779572106 T ROWE PRICE SMALL C | $448,039 | $721,437 |
| 808509640 LAUDUS INTERNATIONAL | $415,402 | $582,395 |
| 46434G103 ISHARES CORE MSCI EM | $360,053 | $427,466 |
| 670678507 NUVEEN REAL ESTATE S | $572,749 | $606,286 |
| 67065W639 NUVEEN SANTA BARBARA | $554,213 | $957,080 |
| 741479109 PRICE T ROWE GROWTH | $834,393 | $1,785,758 |
| 921921300 VANGUARD EQUITY INCO | $989,831 | $1,780,254 |
| 29875E100 AMERICAN EUROPACIFIC | $1,022,854 | $1,392,960 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 87245P718 TIAA CREF BOND FUND | AT COST | $1,098,372 | $1,096,022 |
| 87245P668 TIAA CREF INFLATION | AT COST | $435,922 | $426,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE CHARITABLE FILING FEE | $1,406 | $0 | $1,406 |
| SPIRE TECHNOLOGIES | $4,501 | $0 | $4,501 |
| GRANTMAKERS RENEWAL | $2,720 | $0 | $2,720 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE RECEIPT FROM NUVEEN | Desc |
| Amt | $150 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,404 | $3,404 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,948 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,528 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $380 | $380 | $0 |
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