FURP.ORG / PUBLIC DATA EXPLORER

JESSIE F RICHARDSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JESSIE F RICHARDSON FOUNDATION (EIN 93-1316345)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349101791
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T11:25:48-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930928924PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERKINS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11211 SW FIFTH AVE SUITE 1000AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972043710ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931316345EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JESSIE F RICHARDSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJESSBusinessNameControlTxt
Phone5034084088PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115900 SE 82ND DRIVEAddressLine1Txt
CityCLACKAMASCityNm
State AbbreviationORStateAbbreviationCd
ZIP97015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEREN BROWN WILSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5034084088PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA P BARTHOLOMEWPreparerPersonNm
PTINP01313965PTIN
Phone5032210336PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.183.24.237IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm08:37:29IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id107EDC9825E31507E2C414B50C50019CDA1077BDAtSubmissionCreationDeviceId
At Submission Filing Device Id4C6EB5E83CE6436823ADC79CF6A1F66102F45D75AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$670,338FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$382,371ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,130InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,130InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$4,149OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,149OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$388,650TotalRevAndExpnssAmt
Total Net Invst Incm$2,130TotalNetInvstIncmAmt
Total Adj Net Incm$6,279TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$155,175OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$155,175OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,615AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,723AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,755AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,860AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,360OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$61,360OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$1,954OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$1,954OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$38,818TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$1,239TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$37,579TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,332PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$2,332PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,439OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$57,439OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$325,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,994TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$322,699TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$325,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,723TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,994TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$322,699TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,957ExcessRevenueOverExpensesAmt
Net Investment Income$407NetInvestmentIncomeAmt
Adjusted Net Income$3,285AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$212,968CashBOYAmt
Cash EOY$275,429CashEOYAmt
Cash EOYFMV$275,429CashEOYFMVAmt
Sav And Temp Cash Invst BOY$392,028SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$392,291SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$392,291SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$4,091PrepaidExpensesBOYAmt
Prepaid Expenses EOY$292PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$292PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,149LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,149LandBldgEquipAccumDeprecAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,326OtherAssetsEOYAmt
Other Assets EOYFMV$2,326OtherAssetsEOYFMVAmt
Total Assets BOY$609,087TotalAssetsBOYAmt
Total Assets EOY$670,338TotalAssetsEOYAmt
Total Assets EOYFMV$670,338TotalAssetsEOYFMVAmt
Loans From Officers BOY$4,206LoansFromOfficersBOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,206TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,500TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$604,881RetainedEarningBOYAmt
Retained Earning EOY$667,838RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$604,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$667,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$609,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$670,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$604,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,957ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$667,838SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$667,838TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$331,580AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$617,994NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.536542DistributionYr1Rt
Adjusted Qlfy Distri Yr2$238,743AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$516,027NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.462656DistributionYr2Rt
Adjusted Qlfy Distri Yr3$205,078AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$426,546NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.480788DistributionYr3Rt
Adjusted Qlfy Distri Yr4$240,315AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$420,596NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.571368DistributionYr4Rt
Adjusted Qlfy Distri Yr5$201,161AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$416,602NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.482861DistributionYr5Rt
Total Distribution2.534215TotalDistributionRt
Average Distribution0.506843AverageDistributionRt
Net Vl Noncharitable Assets$645,856NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$327,348AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$327,352AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$322,699QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KEREN BROWN WILSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5034084088PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115900 SE 82ND DRIVEAddressLine1Txt
CityCLACKAMASCityNm
State AbbreviationORStateAbbreviationCd
ZIP97015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEREN BROWN WILSON
15900 SE 82ND DRIVECLACKAMASOR97015CHAIR, PRESIDENT & DIRECTOR40.00$0$0$0
GARY WITHERS
15900 SE 82ND DRIVECLACKAMASOR97015VICE CHAIR & DIRECTOR2.00$0$0$0
KEN BURGESS
15900 SE 82ND DRIVECLACKAMASOR97015SECRETARY & DIRECTOR2.00$0$0$0
TONY LEINWEBER
15900 SE 82ND DRIVECLACKAMASOR97015TREASURER & DIRECTOR2.00$0$0$0
JOANNE HANDY
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
MARVIN KAISER
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
SEAN KUNI
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
CARMEN LARGAESPADA
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
DAVE CARBONEAU
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
KRISTEN CONNER
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
JAY STOWERS
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
DAVE TUPPER
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
MARY JAEGER
15900 SE 82ND DRIVECLACKAMASOR97015DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONCEPTS IN COMMUNITY LIVING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115900 SE 82ND DRIVEAddressLine1Txt
CityCLACKAMASCityNm
State AbbreviationORStateAbbreviationCd
ZIP97015ZIPCd
FieldValueIRS element (for citing)
Service TypePROGRAM MANAGEMENT SERVICESServiceTypeTxt
Compensation$156,244CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GLOBAL PROGRAM SUPPORT FOR INDIGENT OLDER ADULTS IN NICARAGUA:1. DEVELOPED AND CONDUCTED ELDER CARE HOME ADMINISTRATOR TRAINING AT NATIONAL ELDER TRAINING CENTER IN JINOTEPE, NICARAGUA.2. SUPPORTED AND PROVIDED TRAINING AT THE FIRST ANNUAL AGING CONGRESS OF NICARAGUA.3. CONTINUED PROVIDING SCHOLARSHIPS FUNDING FOR STUDENTS PERFORMING SERVICE LEARNING FROM AMERICAN AND NICARAGUAN UNIVERSITIES IN ALLIED HEALTH (INCLUDING NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, PHYSICIAN ASSISTANTS, PHARMACY, PSYCHOLOGY, COMMUNITY HEALTH, GERONTOLOGY).4. CONTINUED SUPPORT OF NICARAGUAN AGING ADVISORY COUNCIL IN DEVELOPMENT OF NATIONAL STRATEGIC PLAN AND ADVOCACY FOR DEVELOPMENT OF CARE STANDARDS.5. RECRUITED AND TRAINED 2 COMMUNITY LIAISONS THROUGHOUT NICARAGUA TO INCREASE VISIBILITY OF AND BRING RESOURCES TO ELDER CARE HOMES THROUGHOUT NICARAGUA.Description1Txt
Expenses1$108,523Expenses1Amt
Description2EDUCATION/TRAINING/RESEARCH/POLICY:1. PLANNED AND ORGANIZED SERVICE LEARNING TRIPS AND CLINICAL FIELDWORK FOR STUDENTS FROM PACIFIC UNIVERSITY, QUINNIPIAC UNIVERSITY, ELIZABETHTOWN COLLEGE, NORTHLAND COMMUNITY COLLEGE, UNIVERSITY OF NEW HAMPSHIRE, OSU, UNIVERSITY OF MONTANA, PORTLAND STATE AND OREGON HEALTH SCIENCES UNIVERSITY TOTALING 28 STUDENTS AND 3 FACULTY.2. FUNDED 8 SCHOLARSHIPS AND 2 COMMUNITY AWARDS TOTALING $12,000.3. SIGNED AGREEMENTS WITH 3 NICARAGUAN UNIVERSITIES TO INCORPORATE GERIATRIC-SPECIFIC CURRICULUM INTO THEIR HEALTH-RELATED COURSES 4. REVAMPED THE LEAP (LIFE ENRICHMENT ACTIVITY PROGRAM) FOR ASSISTED LIVING RESIDENT5. CONDUCTED SURVEY OF 20 ELDER CARE HOMES AND 3 FEEDING SITES IN NICARAGUA TO DETERMINE STRENGTHS AND AREAS OF NEED.CONTINUED ON NEXT STATEMENT.Description2Txt
Expenses2$0Expenses2Amt
Description3CHARITABLE ACTIVITY #2, EDUCATION/TRAINING/RESEARCH/POLICY, CONT'D:6. LAUNCHED WEBSITE AND ONLINE SUPPORT GROUP FOR THE TIES THAT BIND PROGRAM FOR GRANDPARENTS AND KINSHIP CAREGIVERS RAISING CHILDREN THAT FILLS THE UNMET NEED FOR TRAINING, PEER SUPPORT AND RESOURCES DEDICATED TO THIS 7. CONTINUED WORKING WITH THE PUBLIC AND PRIVATE UNIVERSITY SYSTEMS IN NICARAGUA TO INTRODUCE PRINCIPLES OF CARE FOR OLDER ADULTS IN HEALTH CARE FIELD CURRICULUM.Description3Txt
Expenses3$10,549Expenses3Amt
Description4INCREASE AWARENESS AND SUPPORT FOR VERY LOW INCOME ADULTS IN US:1. PRODUCED ANNUAL AGELESS AWARDS EVENT2. SUPPORTED ACTIVITIES OF OREGON AGING PROGRAMS, SPECIFICALLY, MEALS ON WHEELS AND ELDERS IN ACTION.3. AUTHORED AND DESIGNED 3 NEW WHITEPAPERS TO INCREASE AWARENESS OF THE EXPECTED DRAMATIC CHANGES IN OREGON'S AGE STRUCTURE, THE LACK OF FINANCIAL SECURITY AMONG THE GROWING POPULATION OF OLDER ADULTS AND THE HOUSING NEEDS OF OLDER ADULTS.OTHER ACTIVITIES: BUILD AND STRENGTHEN CAPACITY OF LOCAL COMMUNITIES TO BETTER SERVE LOW INCOME OLDER ADULTS IN US:1. BEGAN DEVELOPMENT OF A NEW MODEL OF AFFORDABLE HOUSING AND SERVICES FOR LOW INCOME OLDER ADULTS IN THE COLUMBIA GORGE AREA.2. PARTICIPATED IN COALITION BUILDING EFFORTS AMONG METRO AREAS SERVICE PROVIDERS TO EXPAND AWARENESS AND RESOURCES FOR LOW INCOME OLDER ADULTSDescription4Txt
Expenses4$116,246Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$655,691AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$655,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$655,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,835CashDeemedCharitableAmt
Net Vl Noncharitable Assets$645,856NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$322,699ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$322,699QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$322,699AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2002-02-12PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$3,285CurrentYearAmt
Year1$20,987Year1Amt
Year2$313Year2Amt
Year3$1,039Year3Amt
Total$25,624TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$2,792CurrentYearAmt
Year1$17,839Year1Amt
Year2$266Year2Amt
Year3$883Year3Amt
Total$21,780TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$322,699CurrentYearAmt
Year1$331,580Year1Amt
Year2$238,743Year2Amt
Year3$205,078Year3Amt
Total$1,098,100TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$322,699CurrentYearAmt
Year1$331,580Year1Amt
Year2$238,743Year2Amt
Year3$205,078Year3Amt
Total$1,098,100TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$21,529CurrentYearAmt
Year1$20,600Year1Amt
Year2$17,201Year2Amt
Year3$14,218Year3Amt
Total$73,548TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEREN BROWN WILSONContributingManagerNm
Contributing ManagerKEN BURGESSContributingManagerNm
Contributing ManagerSEAN KUNIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEREN BROWN WILSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115900 SE 82ND DRIVEAddressLine1Txt
CityCLACKAMASCityNm
State AbbreviationORStateAbbreviationCd
ZIP97015ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5034084088RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIED AT THIS TIMEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE SPECIFIED AT THIS TIMESubmissionDeadlinesTxt
Restrictions On AwardsNONE SPECIFIED AT THIS TIMERestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,130ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTRAINING & SPEAKER FEESDesc
Related Or Exempt Function Incm$4,149RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,130ExclusionAmt
Related Or Exempt Function Incm$4,149RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,279TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementPROVIDED SPEAKER FOR EDUCATIONAL PROGRAMS, COORDINATED AND PROVIDED OTHER TRAINING AND LEARNING OPPORTUNITIES TO EDUCATE PARTICIPANTS ON ELDER CARE AND ADMINISTRATION OF ELDER CARE HOMES, AND TO PROVIDE SUPPORT TO THE AGING.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (17 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ENCORE REHABILITATION SERVICES
133533 WEST 12 MILE RDFARMINGTON HILLSMI48331$5,000Yes (X)
TRIDENTCARERX LLC
2910 TATE BLVD SEHICKORYNC28602$5,000Yes (X)
MARIE LAMFROM CHARITABLE FOUNDATION
39740 SW HILLMAN CTWILSONVILLEOR97070$5,000Yes (X)
KEN BURGESS
43580 LONESOME PINE RDWHITAKERSNC27891$10,000Yes (X)
DAVE CARBONEAU
51229 SE 55TH AVEPORTLANDOR97215$5,500Yes (X)
OREGON HEALTH CARE ASSOCIATION
611740 SW 68TH PARKWAY SUITE 250PORTLANDOR97223$5,000Yes (X)
CHERYL CLAPP COLEMAN
75321 SOLAR PLGREENSBOROSC274068130$5,000Yes (X)
CLAPPS CONVALESCENT NURSING HOME CLAPPS MOUNTAIN
8500 MOUNTAIN TOP DRASHEBORONC27203$5,000Yes (X)
HAROLD & ARLENE SCHNITZER CARE FOUNDATION
9PO BOX 2708PORTLANDOR97208$5,000Yes (X)
SEAN KUNI
108612 NW 21ST AVEVANCOUVERWA98665$10,000Yes (X)
LARRY AND DEBORAH LOLLIS FAMILY FUND
111089 PARK WEST BLVDGREENVILLESC29611$10,000Yes (X)
SOUTHERN PHARMACY
121776 PEACHTREE ST NW STE 500SATLANTAGA30309$5,000Yes (X)
MAYBELLE CLARK MACDONALD FUND
13PO BOX 1496BENDOR97709$25,000Yes (X)
RESER FAMILY FOUNDATION
1415570 SW JENKINS RDBEAVERTONOR97006$17,000Yes (X)
MEYER MEMORIAL TRUST
15425 NW 10TH AVEPORTLANDOR97209$60,000Yes (X)
CARRON SUDDRETH
161414 NC HWY 268LENOIRNC28645$5,000Yes (X)
KEREN BROWN WILSON
1712523 SE 131ST CTCLACKAMASOR97015$71,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & BOOKKEEPINGCategoryTxt
Amt$8,615Amt
Net Investment Income$1,723NetInvestmentIncomeAmt
Adjusted Net Income$1,755AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,860DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ORGANIZATIONAL COST$16,679$16,679$16,679
LESS: ACCUMULATED AMORTIZATION-$16,679-$16,679-$16,679
DUE FROM AGE + US$0$2,326$2,326

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SCHOLARSHIP FUNDS$5,775$0$0$5,775
PROGRAM SUPPLIES$12,738$0$0$12,738
INSURANCE$3,297$0$0$3,297
MEETINGS AND EVENTS$31,670$0$0$31,670
BANK FEES$3,447$0$0$3,447
OREGON CHARITABLE FEE$260$0$0$260
OREGON CORPORATE FEE$50$0$0$50
EDUCATION & TRAINING$190$0$0$190
POSTAGE$12$0$0$12

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTRAINING & SPEAKER FEESDesc
Revenue And Expenses Per Books$4,149RevenueAndExpensesPerBooksAmt
Adjusted Net Income$4,149AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPREPAID SPONSORSHIPDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,500EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$895$0$0$895
CONTRACTED SERVICES$42,740$0$0$42,740
OTHER$17,725$0$0$17,725