BRAEMAR CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRAEMAR CHARITABLE TRUST (EIN 93-6272124)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-12
- IRS object ID
- 202520439349100122
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-12T17:32:52-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930418710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS ROAD NO 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936272124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAEMAR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAE | BusinessNameControlTxt |
| Phone | 5032860685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA B COX | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5032860685 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLIS CPA | PreparerPersonNm |
| PTIN | P00853258 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,231,226 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,591,278 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $957,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $957,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,106,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,405 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,699,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,108,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,656 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,190,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,190,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,433,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,351,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,266,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,039,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,464 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,394,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,127,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,670,892 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,166,684 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,642,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,131,560 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $105,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $105,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $105,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $169,310 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,865,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,133,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,231,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,444,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,444,431 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,421,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,689,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,865,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,133,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,865,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,133,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,865,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,266,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,869 | OtherIncreasesAmt |
| Subtotal | $31,133,949 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,133,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,004,925 | $2,959,434 | $45,491 | $45,491 | |
| CAPITAL GAINS DIVIDENDS | $101,914 | $101,914 | $101,914 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,405 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,049 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TRUSTMANAGEMENTSERVICES.NET | WebsiteAddressTxt |
| Individual With Books | MARTHA B COX | IndividualWithBooksNm |
| Phone | 5036434432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA B COX | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MELANIE ANN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG SNYDER | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY C BIRD | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 0.00 | $37,500 | $0 | $0 |
| TRUST MANAGEMENT SERVICES LLC | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 0.00 | $0 | $0 | $0 |
| ASHLEIGH NASLUND | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 20.00 | $56,250 | $0 | $0 |
| THOMAS BIRD | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 20.00 | $56,250 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,864,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $686,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $169,310 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,719,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,719,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,213,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,660,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,660,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,449 | TotalTaxAmt |
| Distributable Before Adj | $1,646,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,646,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,646,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,351,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,351,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,646,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,316,292 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $16,506 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,351,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,316,292 | AppliedToYear1Amt |
| Applied To Prior Years | $16,506 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,627,718 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUST MANAGEMENT SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 N HWY 101 PMB 562 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9714083912 | RecipientPhoneNum |
| Recipient Email Address | INFO@TRUSTMANAGEMENTSERVICES.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION MUST BE IN WRITING; SUBMIT PROOF OF TAX EXEMPT STATUS AND CONFIRM THE APPLICANT IS NOT A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION AS REPORTED ON FORM 990, SCHEDULE A, LINE 12; COPY OF BY-LAWS AND CONSTITUTION; COPY OF CURRENT FINANCIAL STATEMENTS; STATEMENT OF SPECIFIC ENDEAVOR; RECORD OF PRIOR RESULTS OF SIMILAR EFFORTS; AND OTHER INFORMATION TAX EXEMPT ORGANIZATION CONSIDERS PERTINENT. SEE TRUSTMANAGEMENTSERVICES.NET FOR COMPLETE APPLICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY; SEE TRUSTMANAGEMENTSERVICES.NET FOR ALL DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO TAX-EXEMPT ORGANIZATIONS WITHIN OREGON. GENERALLY THE MAXIMUM GRANT IS $15,000. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABC HOUSE INC | |||||||
| 228 SW 5TH AVE | ALBANY | OR | 97321 | PC | TO SUPPORT A COMMUNITY EDUCATION PROGRAM, SPECIALIZED IN TRAUMA-INFORMED CARE | $15,000 | |
| ASSISTANCE LEAGUE OF BEND DESCHUTES COUNTY | |||||||
| 210 SE URANIA | BEND | OR | 97709 | PC | TO SUPPORT CHILDREN AND FAMILIES WITH CLOTHING ESSENTIALS | $10,000 | |
| B-17 ALLIANCE FOUNDATION | |||||||
| 3278 25TH ST SE HANGAR C | SALEM | OR | 97302 | PC | TO HELP PURCHASE OF AN HVAC SYSTEM FOR OFFICE AND LIBRARY INSIDE A HANGAR | $9,319 | |
| BANDON HISTORICAL SOCIETY MUSEUM | |||||||
| PO BOX 737 | BANDON | OR | 97411 | PC | TO PROVIDE A NEW COPIER AND 1 YEAR OF MAINTENANCE AND SERVICE | $7,985 | |
| BENDFILM INC | |||||||
| 1000 NW WALL ST STE 240 | BEND | OR | 97703 | PC | TO SUPPORT SUMMER FILMMAKING INSTRUCTION PROGRAM | $15,000 | |
| BOYS & GIRLS CLUB OF EMERALD VALLEY | |||||||
| 1545 W 22ND AVENUE | EUGENE | OR | 97405 | PC | TO SUPPORT CREATIVE CATALYST: EMPOWERING YOUNG MINDS THROUGH ART | $10,000 | |
| BOYS & GIRLS CLUB OF SW OREGON | |||||||
| PO BOX 1082 | COOS BAY | OR | 97420 | PC | TO REPLACE OUTDATED COMPUTERS | $14,440 | |
| CAFA - CHRISTIANS AS FAMILY ADVOCATES | |||||||
| 921 COUNTRY CLUB ROAD SUITE 222 | EUGENE | OR | 97401 | PC | TO PROVIDE DROP-IN COUNSELING TO UNHOUSED YOUTHS AGES 16 - 24 AT HOSEA YOUTH SERVICES | $10,000 | |
| CALDERA | |||||||
| 31500 BLUE LAKE DR | SISTERS | OR | 97759 | PC | TO SUPPORT CENTRAL OREGON YOUTH PROGRAM, AN EXTRACURRICULAR ARTS EDUCATION PROGRAM FOR 6 - 12 GRADE | $15,000 | |
| CAMP ARRAH WANNA | |||||||
| 24075 E ARRAH WANNA BLVD | WELCHES | OR | 97067 | PC | UNRESTRICTED GIFT | $10,000 | |
| CAMP FIRE CENTRAL OREGON | |||||||
| 150 NE HAWTHORNE STE 203 | BEND | OR | 97708 | PC | TO SUPPORT TEEN SERVICE PROGRAMS TO GRADES 6 - 12 | $15,000 | |
| CAMP TAMARACK | |||||||
| 29551 NF-2066 | SISTERS | OR | 97759 | PC | TO REFURBISH AND UPDATE 3 RUSTIC CABINS FOR SUMMER PROGRAMS | $15,000 | |
| CASA FOR CHILDREN OF KLAMATH COUNTY | |||||||
| 731 MAIN ST STE 202 | KLAMATH FALLS | OR | 97601 | PC | TO FUND EXPANDING AND REBUILDING THE PROGRAM AS A WHOLE SINCE DECREASING POST-PANDEMIC. | $15,000 | |
| CASA OF LANE COUNTY | |||||||
| 174 DEADMOND FERRY ROAD | SPRINGFIELD | OR | 97477 | PC | TO SUPPORT THE "DEEPENING OUR ROOTS" INITIATIVE AND TRAINING RECRUITMENT | $10,000 | |
| CASCADE LOCKS HISTORICAL MUSEUM FRIENDS OF THE | |||||||
| 417 SW PORTAGE RD | CASCADE LOCKS | OR | 97014 | PC | TO SUPPORT STAFFING IN WINTER | $5,506 | |
| CHESS FOR SUCCESS | |||||||
| 4207 SE WOODSTOCK BLVD 271 | PORTLAND | OR | 97206 | PC | TO EXPAND AFTER SCHOOL CHESS CLUBS INTO MARION COUNTY | $15,000 | |
| CITY OF COOS BAYMARSHLAND PIONEER CEMETERY | |||||||
| 500 CENTRAL AVENUE | COOS BAY | OR | 97420 | GOV | TO STABILIZE AND REPAIR 74 GRAVESTONES IN THE MARSHFIELD PIONEER CEMETERY | $6,000 | |
| COLUMBIA GORGE CASA | |||||||
| 1308 12TH ST | HOOD RIVER | OR | 97031 | PC | TO CONTINUE RECRUITING VOLUNTEERS TO BECOME YOUTH ADVOCATES | $10,279 | |
| COLUMBIA GORGE DISCOVERY CENTER & MUSEUM | |||||||
| 5000 DISCOVERY DR | THE DALLES | OR | 97058 | PC | TO BRING SECRETS PROGRAM TO 10 5TH GRADE CLASSROOMS | $15,000 | |
| CONFERENCE OF ST VINCENT DE PAUL SOCIETY OF MYRTLE CREEK THE | |||||||
| PO BOX 1258 | MYRTLE CREEK | OR | 97457 | PC | TO PROVIDE FOOD AND HOUSING RESOURCES TO CHILDREN AND FAMILIES IN RURAL SOUTHERN DOUGLAS COUNTY | $15,000 | |
| COOS COUNTY FRIENDS OF PUBLIC HEALTH | |||||||
| PO BOX 203 | COOS BAY | OR | 97420 | PC | TO CREATE AND DISTRIBUTE NATURAL DISASTER SURVIVAL KITS AND PROVIDE EDUCATION ON HOW TO USE THEM | $2,000 | |
| COOS WATERSHED ASSOCIATION | |||||||
| PO BOX 388 | COOS BAY | OR | 97420 | PC | TO SUPPORT THE 8TH ANNUAL MAYFLY FESTIVAL | $10,000 | |
| CORVALLIS MULTICULTURAL LITERACY CENTER | |||||||
| 2683 NW JACKSON AVE | CORVALLIS | OR | 97330 | PC | TO SUPPORT PROJECT UNFINISHED LEARNING (A MULTICULTURAL AFTER SCHOOL PROGRAM) | $14,998 | |
| COUNCIL ON AGING OF CENTRAL OREGON | |||||||
| 1036 NE 5TH ST | BEND | OR | 97701 | PC | TO INCREASE THE NUMBER OF HEALTH PROMOTION CLASSES IN ADDITION TO FUNDING LIBRARY CORNER | $14,382 | |
| CRAG RATS | |||||||
| PO BOX 1159 | HOOD RIVER | OR | 97031 | PC | UNRESTRICTED GIFT | $5,000 | |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 2276 | GRANTS PASS | OR | 97528 | PC | TO SUPPORT ROUTINE HORSE CARE EXPENSES | $15,000 | |
| DOLPHIN PLAYERS THE | |||||||
| PO BOX 3264 | COOS BAY | OR | 97420 | PC | TO SUPPORT A TECHNOLOGY UPGRADE FOR THE DOLPHIN PLAYHOUSE | $15,000 | |
| DOUGLAS COUNTY CHILDREN'S CENTER DBA DOUGLAS CARES | |||||||
| 545 W UMPQUA STREET | ROSEBURG | OR | 97471 | PC | TO SUPPORT THE CREATION OF A TRAINING PLAN UTILIZING SURVEY RESULTS | $15,000 | |
| ELLIPSE THEATRE COMMUNITY | |||||||
| 19973 POWERS RD | BEND | OR | 97702 | PC | TO SUPPORT VOICELESS: A MUSICAL, A MUSICAL THAT RAISES AWARENESS OF MENTAL HEALTH STRUGGLES | $10,000 | |
| EMPOWERED MOVEMENT AERIAL | |||||||
| 202 CASCADE AVE STE H | HOOD RIVER | OR | 97031 | PC | TO SUPPORT VISITS TO RURAL AFTERSCHOOL PROGRAMS, CAMPS AND CLASSES FOR TEENS IN FINANCIAL NEED | $4,800 | |
| EUGENE DEBBS POTTS FOUNDATION THE | |||||||
| PO BOX 4324 | MERLIN | OR | 97532 | POF | TO PROVIDE BUILDING MATERIALS FOR A HANDICAP RAMP AND PORCH FOR AN HISTORIC PROPERTY | $1,250 | |
| EVERY CHILD LANE COUNTY | |||||||
| 379 COBURG ROAD SUITE B | EUGENE | OR | 97401 | PC | TO SUPPORT THE BRIGHTER SIDE GIVING STORE PROGRAM | $12,500 | |
| FAMILY ACCESS NETWORK FOUNDATION | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | PC | TO SUPPORT DISADVANTAGED CHILDREN AND THEIR FAMILIES | $15,000 | |
| FAMILY BUILDING BLOCKS INC | |||||||
| 2425 LANCASTER CR NE | SALEM | OR | 97305 | PC | TO HELP FUND YEAR THREE OF DIVERSITY, EQUITY AND INCLUSION INITIATIVE PROJECT | $15,000 | |
| FAMILY GATHERING PLACE A | |||||||
| 509 COMMERCIAL ST | KLAMATH FALLS | OR | 97601 | PC | TO CONTINUE MONTHLY FAMILY ENGAGEMENT PROGRAMS | $15,000 | |
| FUND FOR OREGON RURAL JOURNALISM THE | |||||||
| 320 SW UPPER TERRACE DR STE 200 | BEND | OR | 97707 | PC | TO SUPPORT CONTINUED CENTRAL OREGON OPERATIONS AND EXPAND TO MORE DIVERSE AREAS IN REGION | $10,000 | |
| GRANTS PASS MUSEUM OF ART | |||||||
| PO BOX 966 | GRANTS PASS | OR | 97528 | PC | TO SUPPORT CONTINUATION OF 5TH GRADE FIELD TRIPS TO THE MUSEUM | $6,000 | |
| HELPS (APPLICATION NO 2) | |||||||
| 250 BROABALBIN ST SW STE 2A | ALBANY | OR | 97321 | PC | TO SERVE AT-RISK YOUTH THROUGH NATURAL RESOURCES WORK EXPERIENCE PROGRAM | $15,000 | |
| HEALING REINS | |||||||
| 65325 CLINE FALLS RD | BEND | OR | 97703 | PC | TO HELP RUN TWO R.E.A.C.H. SESSIONS PER WEEK DURING THE 24/25 SCHOOL YEAR. | $15,000 | |
| HEART OF OREGON CORPS | |||||||
| 1291 NE 5TH ST | BEND | OR | 97701 | PC | TO SUPPORT GO LEAD PROGRAM | $10,000 | |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HWY 97 | BEND | OR | 97702 | PC | TO SUPPORT KIDS CURATE AT LA PINE SCHOOL DIST. | $10,000 | |
| HOLY FAMILY ACADEMY | |||||||
| 10697 HOWELL PRAIRIE DR NE | SALEM | OR | 97305 | PC | TO SUPPORT RENOVATION OF A MODULAR BUILDING WHICH HOLDS TWO CLASSROOMS | $15,000 | |
| IMMANUEL LUTHERAN CHURCH | |||||||
| 1036 EAST LINCOLN ST | WOODBURN | OR | 97071 | PC | TO SUPPORT WOODBURN HUNGER 2024. (WEEKLY COMMUNITY AND SENIOR MEALS) | $10,000 | |
| JACKSON STREET YOUTH SERVICES | |||||||
| 225 SW 4TH AVE | CORVALLIS | OR | 97333 | PC | TO SUPPORT POSITIVE YOUTH DEVELOPMENT ACTIVITIES. (SAFETY, MEALS, TRANSP.) | $15,000 | |
| JOHN G SHEDD INSTITUTE FOR THE ARTS | |||||||
| PO BOX 1497 | EUGENE | OR | 974401497 | PC | TO SUPPORT THE MUSICAL THEATER TECH TRAINING PROGRAM | $8,000 | |
| KIDS INTERVENTION & DIAGNOSTIC SERVICE CENTER (KIDS CENTER) | |||||||
| 1375 NW KINGSTON AVE | BEND | OR | 97703 | PC | TO SUPPORT TRANSLATION AND CONSTRUCTION OF SPANISH TOOLKITS. | $12,864 | |
| KINDRED MATTERS | |||||||
| 8905 SW AVON CT | TIGARD | OR | 97225 | PC | TO HELP FUND KINNECT EVENT IN MARION COUNTY (ACTIVITY EVENT FOR OUT-OF-HOME YOUTH) | $4,000 | |
| KLAMATH FILM | |||||||
| PO BOX 1511 | KLAMATH FALLS | OR | 97601 | PC | TO SUPPORT FREE SUMMER CAMP | $15,000 | |
| LAKE COUNTY LIBRARY DISTRICT | |||||||
| 26 S G ST | LAKEVIEW | OR | 97630 | GOV | TO EXPAND YOUTH LEARNING AND ENGAGEMENT IN THE LIBRARIES. | $15,000 | |
| LANE ARTS COUNCIL | |||||||
| 174 E 16TH AVENUE SUITE 125 | EUGENE | OR | 97401 | PC | TO SUPPORT IN-SCHOOL ARTS EDUCATION | $10,000 | |
| LANE COUNTY DIAPER BANK | |||||||
| 5729 MAIN STREET 176 | SPRINGFIELD | OR | 97478 | PC | TO PROVIDE DIAPER AND WIPE SUPPORT | $15,000 | |
| LEBANON COMMUNITY HOSPITAL FOUNDATION INC | |||||||
| 525 SANTIAM HWY | LEBANON | OR | 97355 | PC | TO SUPPORT FUNDING A SERIES OF EVENTS TO RAISE FUNDING FOR COMMUNITY GARDEN MAINT | $15,000 | |
| LEBANON PUBLIC LIBRARY | |||||||
| 55 ACADEMY STREET | LEBANON | OR | 97355 | GOV | TO SUPPORT PURCHASE OF BOOKS, LIBRARY SUPPLIES AND MIXED MEDIA DEVICES | $10,055 | |
| LOOKING GLASS COMMUNITY SERVICES | |||||||
| 1790 W 11TH AVENUE SUITE 200 | EUGENE | OR | 97402 | PC | TO SUPPORT MAKERSPACE TECHNOLOGY IMPROVEMENTS AT CENTER POINT SCHOOL | $10,000 | |
| LUMINA HOSPICE & PALLIATIVE CARE | |||||||
| 720 SW 4TH ST | CORVALLIS | OR | 97333 | PC | TO ASSIST IN HOSTING A SYMPOSIUM TO TEACH TRAUMA INFORMED CARE TO YOUTH-SERVING STAFF | $4,120 | |
| MARION POLK FOOD SHARE INC | |||||||
| 1660 SALEM INDUSTRIAL DR NE | SALEM | OR | 97301 | PC | TO ASSIST 2024 SUMMER EDUCATION PROGRAM | $15,000 | |
| MARY'S RIVER WATERSHED COUNCIL | |||||||
| 101 SW WESTERN BLVD 105 | CORVALLIS | OR | 97339 | PC | TO SUPPORT AND FURTHER DEVELOP YOUTH WATERSHED COUNCIL AND OUTDOOR CLASSROOM HIGH SCHOOL PROGRAM | $15,000 | |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | PC | TO SUPPORT FUNDING OF MOBILE FREE HEALTH CLINICS FOR MID-VALLEY REGION OF OREGON | $10,000 | |
| MOUNTAINSTAR FAMILY RELIEF NURSERY | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | PC | TO SUPPORT CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT | $15,000 | |
| MUSIC LESSONS PROJECT THE | |||||||
| 2110 HIGH ST SE | SALEM | OR | 97302 | PC | TO PROVIDE MORE AND VARYING MUSIC LESSONS | $15,000 | |
| NORTHWEST YOUTH CORPS | |||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | PC | TO PURCHASE NEW COMPUTERS FOR THE STUDENTS ATTENDING TWIN RIVERS CHARTER SCHOOL | $15,000 | |
| OLD MILL CENTER FOR CHILDREN & FAMILIES INC | |||||||
| 1650 SW 45TH PLACE | CORVALLIS | OR | 97333 | PC | TO SUPPORT CORVALLIS AND MONROE RELIEF NURSING PROGRAM | $15,000 | |
| OPHELIA'S PLACE | |||||||
| 1577 PEARL STREET SUITE 100 | EUGENE | OR | 97401 | PC | TO SUPPORT THE PARTNERSHIP TO PROMOTE POSITIVE YOUTH DEVELOPMENT PROJECT | $10,000 | |
| OREGON 4-H (DESCHUTES COUNTY) | |||||||
| 3800 SE AIRPORT WAY BLDG 4 | REDMOND | OR | 97756 | PC | TO DELIVER A NEW CULTURALLY RELEVANT PROGRAM TO LATINO YOUTH IN SOUTHERN DESCHUTES COUNTY | $10,000 | |
| OREGON 4-H FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 973334015 | PC | TO SUPPORT THE INCLUSIVE & ACCESSIBLE OPPORTUNITIES PROJECT | $12,000 | |
| OREGON COAST COMMUNITY ACTIONCASA OF COOS AND CURRY COUNTIES | |||||||
| 1855 THOMAS AVENUE | COOS BAY | OR | 97420 | PC | TO PURCHASE A NEW ID PRINTER | $3,000 | |
| OREGON FIRE SERVICE MUSEUM MEMORIAL & LEARNING CENTER | |||||||
| 1284 COURT ST NE | SALEM | OR | 97301 | PC | TO ENLARGE MUSEUM MEZZANINE FOR DISPLAYS AND EDUCATIONAL ACTIVITIES | $10,000 | |
| OREGON MATHCOUNTS FOUNDATION | |||||||
| 70 SW CENTURY DRIVE SUITE 100 PMP | BEND | OR | 97702 | PC | TO SUPPORT THE STATE AND NATIONAL COMPETITIONS FOR MATHCOUNTS | $5,300 | 353 |
| OSU FOUNDATIONOSU PORT ORFORD FIELD STATION | |||||||
| 4238 RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT A PAID STUDENT INTERNSHIP POSITION AS PART OF AN EXPANDED WATER QUALITY AND SCIENCE COMMUNICATION PROJECT | $15,000 | |
| PARENTING NOW | |||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | PC | TO SUPPORT THE WONDERFUL ONES PARENTING EDUCATION GROUPS & ASSOCIATED CHILDREN'S PROGRAMS | $15,000 | |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 8880 SW NIMBUS AVE STE B | BEAVERTON | OR | 97008 | PC | TO SUPPORT LIFT PROGRAM. (FAMILY CAREGIVERS TO BE OFFERED FREE OF CHARGE IN CORVALLIS) | $5,000 | |
| PARTNERSHIP FOR THE UMPQUA RIVERS | |||||||
| 3012 W HARVARD AVENUE | ROSEBURG | OR | 97471 | PC | TO SUPPORT THE 2024 FISH EGGS TO FRY PROGRAM | $5,316 | |
| PEACE HOUSE | |||||||
| PO BOX 543 | ASHLAND | OR | 97520 | PC | TO SUPPORT THE TUESDAY COMMUNITY MEAL PROGRAM FOR THOSE EXPERIENCING FOOD INSUFFICIENCY | $15,000 | |
| PEACEFUL PRESENCE PROJECT (EMAIL) | |||||||
| 15 NW PARK PLACE UNIT 120 | BEND | OR | 97709 | PC | TO OFFER A COMMUNITY CONNECTION PROGRAM FOR SERIOUS ILLNESS CARE IN CENTRAL OREGON | $14,600 | |
| PHILOMATH YOUTH ACTIVITIES CLUB | |||||||
| 421 S 19TH ST | PHILOMATH | OR | 97370 | PC | TO PURCHASE STEM KITS FOR FUN IN THE SUN, A 10 WEEK SUMMER DAY CAMP | $5,500 | |
| QUILTS FROM CARING HANDS | |||||||
| 922 CIRCLE BLVD SUITE 160 238 | CORVALLIS | OR | 973301410 | PC | TO PURCHASE QUILTING THREAD FOR COMMUNITY OUTREACH PROGRAM | $1,000 | |
| REACH INC | |||||||
| 2350 MAYWOOD DR | KLAMATH FALLS | OR | 97603 | PC | TO SUPPORT THE DAY SERVICES AREA SENSORY ROOM PROJECT | $15,000 | |
| REACH OUT & READ NW | |||||||
| PO BOX 14461 | PORTLAND | OR | 97293 | PC | TO SUPPORT 25 MEDICAL CLINICS IN ALL THREE OF OUR MID-VALLEY COUNTIES | $10,000 | |
| RELIEF NURSERY INC | |||||||
| 1720 W 25TH AVENUE | EUGENE | OR | 97405 | PC | TO SUPPORT THE PARENT/CHILD GARDEN PROJECT | $15,000 | |
| RIVERVIEW CENTER FOR GROWTH | |||||||
| 3995 MARCOLA ROAD | SPRINGFIELD | OR | 97477 | PC | TO SUPPORT VITAL TRAINING FOR EMERGENCY RISK ASSESSMENT PROFESSIONALS | $9,830 | |
| SAFE HAVEN MATERNITY HOME | |||||||
| 445 CHESTNUT AVENUE | ROSEBURG | OR | 97471 | PC | TO SUPPORT THE LIFE SKILLS PROGRAM | $7,000 | |
| SALEM ART ASSOCIATION | |||||||
| 600 MISSION ST SE | SALEM | OR | 97302 | PC | TO SUPPORT FUNDING FOR TWO DIFFERENT EXHIBITIONS IN THE SUMMER OF 2024 | $5,000 | |
| SALEM FREE CLINICS | |||||||
| 1300 BROADWAY ST NE STE 104 | SALEM | OR | 97301 | PC | TO SUPPORT PAID INTERNSHIP PROGRAM. (OFFERING LOW-COST CARE & BUILDING THE NEXT GEN. OF PROVIDERS) | $15,000 | |
| SALEM LEADERSHIP FOUNDATION | |||||||
| 1300 BROADWAY ST NE STE 409 | SALEM | OR | 973030083 | PC | TO SUPPORT THE CHURCHES AS NEIGHBORHOOD CENTERS COLLABORATIVE | $15,000 | |
| SANTIAM PASS SKI LODGE FRIENDS OF | |||||||
| 64405 US 20 | SISTERS | OR | 97759 | PC | TO RENOVATE LOWER LEVEL OF HISTORIC SKI LODGE, RESTORE INTERIOR WOODWORK, BETTER USE OF SPACE | $15,000 | |
| SATURDAY ACADEMY FRIENDS OF | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | PC | TO PROVIDE FUNDING FOR APPRENTICESHIPS IN SCIENCE & ENGINEERING IN RURAL COMMUNITIES | $15,000 | |
| SCALEHOUSE | |||||||
| 550 NW FRANKLIN AVE STE 138 | BEND | OR | 97702 | PC | TO TRANSPORT AN EXHIBITION SPACE INTO AN ARTS LEARNING GALLERY | $15,000 | |
| SCHOOL GARDEN PROJECT | |||||||
| PO BOX 30072 | EUGENE | OR | 97403 | PC | TO SUPPORT THE SUMMER GARDEN CLUB PROGRAM | $15,000 | |
| SCIO PUBLIC LIBRARY | |||||||
| 38957 NW 1ST AVE | SCIO | OR | 97374 | GOV | TO FUND THE PURCHASE OF 9 BOOKCASES FOR CHILDREN'S AREA | $9,678 | |
| SHADOW PROJECT THE | |||||||
| 2154 NE BROADWAY STE 130 | PORTLAND | OR | 97232 | PC | TO IMPLEMENT THEIR READING MENTORS PROGRAM AT THE BOY'S & GIRL'S CLUBHOUSE OF BEND'S BEAR CREEK CLUBHOUSE | $15,000 | |
| SOUTH BENTON COMMUNITY ENHANCEMENT | |||||||
| 25184 WEBSTER AVE | MONROE | OR | 97456 | PC | TO SUPPORT ART IN THE PARK (FREE RECREATION SUMMER PROGRAM FOR AGES 6 TO 14) | $15,000 | |
| SOUTHERN OREGON HISTORICAL SOCIETY | |||||||
| 106 N CENTRAL AVENUE | MEDFORD | OR | 97501 | PC | TO EXPAND AND ENHANCE THE CHILDREN'S HERITAGE FAIR IN MAY '24 | $15,000 | |
| ST MARTIN'S EPISCOPAL FOOD PANTRY | |||||||
| PO BOX 786 | SHADY COVE | OR | 97539 | PC | TO SUPPORT THE CHURCH'S FOOD PANTRY PURCHASES | $15,000 | |
| ST VINCENT DE PAUL SOCIETY OF LANE COUNTY | |||||||
| PO BOX 24608 | EUGENE | OR | 97408 | PC | TO PURCHASE AND INSTALL A PLAYGROUND AT FIRST PLACE KIDS | $15,000 | |
| ST VINCENT DE PAUL LA PINE OREGON CONFERENCE | |||||||
| 51484 MORSON RD | LA PINE | OR | 97739 | PC | TO PROVIDE MEAT AND PERISHABLES TO COMMUNITY MEMBERS FOR SIX MONTHS | $9,000 | |
| TEAM EUGENE AQUATICS | |||||||
| PO BOX 50404 | EUGENE | OR | 97405 | PC | TO EXPAND OUTREACH TO LOW-INCOME AREAS, INCREASING PARTICIPATION OF UNDERPRIVILEGED YOUTH IN SWIMMING | $12,500 | |
| TREEHOUSE THERAPIES ASSOCIATES | |||||||
| 6396 SW MCVEY AVE | REDMOND | OR | 97756 | PC | TO SUPPORT STARTING AND YEAR-ONE OF A CARE COORDINATION PROGRAM | $15,000 | |
| TRILLIUM FAMILY SERVICES | |||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | PC | TO SUPPORT THERAPEUTIC EQUINE PROGRAM IN CORVALLIS, OR | $15,000 | |
| UPWARD BOUND CAMP FOR PERSONS WITH SPECIAL NEEDS INC | |||||||
| 40151 GATES SCHOOL RD | GATES | OR | 97346 | PC | TO SUPPORT TURNING AN UNDERUTILIZED SPACE INTO A COMMUNAL THEATER AND VENUE | $15,000 | |
| VIBE PDX | |||||||
| PO BOX 83627 | PORTLAND | OR | 97283 | PC | TO FUND PROVIDING MUSIC INSTRUCTION AT NO CHARGE IN LINN, AND MARION COUNTY | $2,000 | |
| WILLAMETTE HERITAGE CENTER THE | |||||||
| 1313 MILL ST SE | SALEM | OR | 97301 | PC | TO SUPPORT THE REPLACEMENT AND INSTALLATION OF HVAC SYSTEMS IN MULTIPLE BUILDINGS | $15,000 | |
| WYLDE WIND & WATER | |||||||
| 560 HIGHLINE AVE | HOOD RIVER | OR | 97031 | PC | TO ASSIST IN FUNDING A WATER SPORTS SUMMER CAMP IN THE COLUMBIA RIVER | $7,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PC | TO SUPPORT MUSIC EDUCATION PROGRAMS AND PERFORMANCES | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,190,722 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $957,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,405 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,108,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,108,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HOBART & MARIAN BIRD FAMILY TRUST | ||||||
| 1 | 6995 SW MERRY LANE | BEAVERTON | OR | 97008 | $4,558,232 | Yes (X) |
| MARIAN A BIRD CREDIT SHELTER TRUST | ||||||
| 2 | 6995 SW MERRY LANE | BEAVERTON | OR | 97008 | $33,046 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $7,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,950 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE BRAEMAR CHARITABLE TRUST HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTION IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OF OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2021 IN THE FOLLOWING AMOUNT:TAX YEAR: AMOUNT:2021 16,506 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE CORE FIXED | $3,825,289 | $3,541,239 |
| SCHWAB TREASURY INFL SWRSX | $1,111,178 | $1,022,279 |
| VANGUARD TOTAL BOND FUND | $2,707,169 | $2,549,896 |
| CLIFFWATER CORPORATE LENDING I | $998,637 | $1,018,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK MULTIASSET | $939,385 | $939,968 |
| CHAMPLAIN SMALL COMPANY FUND | $1,530,052 | $1,677,251 |
| DFA GLOBAL REAL ESTATE | $910,327 | $984,078 |
| DFA INTERNATIONAL SMALL COMPANY | $652,778 | $733,495 |
| DODGE & COX INTL STOCK FUND | $1,900,264 | $2,307,697 |
| GQG PARTNERS EMERGING MARKETS | $781,884 | $897,042 |
| JOHCM INTL FUND | $1,600,928 | $2,205,249 |
| PIMCO ALL ASSET | $1,101,935 | $1,063,068 |
| SCHWAB FUNDAMENTAL US LARGE COMPANY IDX | $3,517,016 | $4,893,555 |
| SCHWAB S&P 500 INDEX FUND | $4,824,774 | $8,003,304 |
| VANGUARD TTL INTL VTIAX | $3,307,869 | $3,872,572 |
| KOPERNICK GLOBAL ALLCAP KGGIX | $1,060,000 | $1,093,613 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $105,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $105,000 | BookValueAmt |
| EOYFMV | $169,310 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OR DEPT OF JUSTICE FEE | $2,400 | $0 | $2,400 |
| RENT, P.O. BOX | $256 | $0 | $256 |
| PROPERTY MAINTENANCE | $1,645 | $1,645 | $0 |
| MISCELLANEOUS | $68 | $68 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,869 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $64,971 | Amt |
| Net Investment Income | $64,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $2,250 | $2,250 | $0 |
| FEDERAL TAXES | $13,066 | $0 | $0 |
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