BETA

SILVER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SILVER FAMILY FOUNDATION (EIN 06-1532898)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-09
IRS object ID
201931309349100738
Schema version
2017v2.3
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)
Return2019-05-09T15:53:52-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060947821PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTER BERLINGO & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 TOKENEKE ROAD PO BOX 4080AddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061532898EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SILVER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WALTER BERLINGO AND COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSILVBusinessNameControlTxt
Phone2036552800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4080AddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068201480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP SILVERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2036552800PhoneNum
Signature2019-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN J MCQUILLAN CPAPreparerPersonNm
PTINP00535641PTIN
Phone2036552800PhoneNum
Preparation2019-04-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.57.83.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-23IPDt
IP Tm15:01:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2051F6F01C47D7FDCE34E235F24D91112EFD52BDAtSubmissionCreationDeviceId
At Submission Filing Device Id2051F6F01C47D7FDCE34E235F24D91112EFD52BDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$60,449,593FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$37,945InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,945InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,320,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,320,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,795,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,740,871GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,795,803CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,154,278TotalRevAndExpnssAmt
Total Net Invst Incm$6,154,278TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,870AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,435AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,435AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$314,825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$219,075OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$95,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$980,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$19,920OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$19,920OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,923OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,748OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,330,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$225,685TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$124,853TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,763,577ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,763,577ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,094,115TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$225,685TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,888,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,060,163ExcessRevenueOverExpensesAmt
Net Investment Income$5,928,593NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,316,697SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,783,235SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,783,235SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,498,315USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$35,630,990CorporateStockBOYAmt
Corporate Stock EOY$57,322,930CorporateStockEOYAmt
Corporate Stock EOYFMV$57,666,358CorporateStockEOYFMVAmt
Total Assets BOY$58,446,002TotalAssetsBOYAmt
Total Assets EOY$60,106,165TotalAssetsEOYAmt
Total Assets EOYFMV$60,449,593TotalAssetsEOYFMVAmt
Grants Payable BOY$4,600,000GrantsPayableBOYAmt
Grants Payable EOY$3,200,000GrantsPayableEOYAmt
Total Liabilities BOY$4,600,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,200,000TotalLiabilitiesEOYAmt
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$53,846,002RetainedEarningBOYAmt
Retained Earning EOY$56,906,165RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$53,846,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,906,165TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,446,002TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,106,165TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,846,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,060,163ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$56,906,165SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,906,165TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES THRU ML ACCOUNTP$29,711,570$24,945,068$4,766,502$4,766,502
WASH SALE ADJUSTMENTP$29,301$29,301$29,301
FieldValueIRS element (for citing)
Capital Gain Net Income$4,795,803CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,736,811AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$46,617,408NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.165964DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,133,450AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,528,944NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.189574DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,007,006AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,458,475NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103143DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,041,406AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,966,309NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.102243DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,824,602AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,324,208NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.094421DistributionYr5Rt
Total Distribution0.655345TotalDistributionRt
Average Distribution0.131069AverageDistributionRt
Net Vl Noncharitable Assets$61,572,673NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,070,269AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$59,286NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,129,555AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,888,430QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$118,572InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$118,572SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$118,572TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$503,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$503,360TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$384,788OverpaymentAmt
Applied To ES Tax$384,788AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressSILVERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksWALTER BERLINGO COIndividualWithBooksNm
Phone2036552800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1280 TOKENEKE ROADAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILIP AND BARBARA SILVER
C/O PO BOX 4080DARIENCT068201480TRUSTEE10.00$0$0$0
PETER MILO SILVER
C/O PO BOX 4080DARIENCT068201480TRUSTEE10.00$0$0$0
PHILIP TYLER SILVER
C/O PO BOX 4080DARIENCT068201480TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MERRILL LYNCH
330 N HIGGINSS AVENUEMISSOULAMT59802INVESTMENT ADVISOR$219,075
SARA MERTEN
C/O PO BOX 4080DARIENCT068201480FOUNDATION MANAGER$93,300
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$55,315,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,194,629AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,510,328TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,510,328AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$937,655CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,572,673NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,078,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,078,634MinimumInvestmentReturnAmt
Tax Based On Investment Income$118,572TaxBasedOnInvestmentIncomeAmt
Total Tax$118,572TotalTaxAmt
Distributable Before Adj$2,960,062DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,960,062DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,960,062DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,888,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,888,430QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,888,430AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,960,062DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$871,523ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,072,185ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,052,550ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,318,871ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,373,353ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,688,482TotalExcessDistributionCyovAmt
Qualifying Distributions$1,888,430QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,888,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,071,632ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,071,632ExcessDistributionCyovAppCYAmt
Total Corpus$10,616,850TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,616,850ExcessDistriCyovToNextYrAmt
Excess From Year4$872,076ExcessFromYear4Amt
Excess From Year3$1,052,550ExcessFromYear3Amt
Excess From Year2$2,318,871ExcessFromYear2Amt
Excess From Year1$6,373,353ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILIP AND BARBARA SILVERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSILVER FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 18234AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97218ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9999999999RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRY (LOI) THAT IS NO LONGER THAN THREE PAGES. PLEASE VISIT THE FOUNDATION'S WEBSITE FOR ADDITIONAL INFORMATION AS TO WHAT THE LOI MUST INCLUDE.FormAndInfoAndMaterialsTxt
Submission DeadlinesSPRING CYCLE; GRANT PROPOSALS ARE DUE MARCH 31ST / FALL CYCLE; GRANT PROPOSALS ARE DUE SEPT 3OTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT CAPITAL REQUESTS NOR DOES IT MAKE GRANTS TO INDIVIDUALS OUTSIDE THE GEOGRAPHIC SCOPE OF OREGON AND WASHINGTONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISITERS COLUMBIA NORTHWEST
1827 NE 44TH AVE SUITE 100PORTLANDOR97213PCMENTORING PROGRAM$40,000
CALDERA
224 NW 13TH AVENUEPORTLANDOR972092953PCYOUTH ARTS PROGRAMS - ARTS EDUCATION AND MENTORING TO UNDERSERVED OREGON STUDENTS$25,000
CAMP FIRE COLUMBIA
1411 SW MORRISON ST 300PORTLANDOR97205PCYOUTH ACHIEVEMENT PROGRAMS$20,000
CAMP TAMARACK
2608 NW ROBERT WABENDOR97701PCTO PROVIDE AND SUPPORT EDUCATIONAL OPPORTUNITIES AND PROJECTS THAT OFFER AN UNDERSTANDING OF THE IMPORTANCE OF THE ENVIRONMENT AND ENCOURAGE SAFE, PRODUCTIVE AND ENLIGHTENING EXPERIENCES WITHIN.$25,000
CENTRAL CATHOLIC HIGH SCHOOL
2401 SE STARK STREETPORTLANDOR97214PCYOUTH EDUCATION$74,771
CHILDREN'S INSTITUTE
1221 SW YAMHILL ST SUITE 260PORTLANDOR97205PCHUMAN SERVICES$50,000
COLLEGE ACCESS NOW
PO BOX 22999SEATTLEWA98122PCMAKE COLLEGE ADMISSION POSSIBLE FOR ECONOMICALLY DISADVANTAGED STUDENTS$25,000
COLLEGE DREAMS INC
PO BOX 1407GRANTS PASSOR97528PCMENTORING PROGRAM$25,000
COLLEGE POSSIBLE
501 NE HOOD AVEGRESHAMOR97030PCMENTORING LOW INCOME STUDENTS TO GET INTO COLLEGEMENTORING LOW INCOME STUDENTS TO GET INTO COLLEGE$40,000
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
728 N FENWICK AVENUEPORTLANDOR97217PCCOLLEGE PREP EDUCATION$105,000
ECOSYSTEM SCIENCES FOUNDATION
202 N 9TH STREET SUITE 400BOISEID83702PCRESEARCH IN THE FIELDS OF ECOLOGY$50,000
ELEVATE OREGON
12730 NE MARX STREETPORTLANDOR97230PCSUPPORTING CHILDREN IN\OUT OF SCHOOL AND ATHLETIC\ADVENTURE PROGRAMS$30,000
FAMILY TREEHOUSE COOPERATIVE PRESCHOOL
6828 SE HOLGATE BLVDPORTLANDOR972064739PCYOUTH EDUCATION$7,500
FISHTRAP INC
PO BOX 38ENTERPRISEOR97828PCPROMOTING CLEAR THINKING AND GOOD WRITING IN AND ABOUT THE WEST$12,000
FRENCH AMERICAN INTERNATIONAL SCHOOL
8500 NW JOHNSON STREETPORTLANDOR97229PCPROVIDE BILINGUAL EDUCATION$50,000
FRIENDS OF SATURDAY ACADEMY
5000 N WILLAMETTE BLVDPORTLANDOR97203PCTO ENGAGE ALL MOTIVATED YOUNG PEOPLE, INCLUDING THOSE FROM UNDER-REPRESENTED COMMUNITIES, IN HANDS-ON, IN-DEPTH LEARNING BY CONNECTING THEM TO COMMUNITY EXPERS AS EDUCATORS AND MENTORS.$10,000
FRIENDS OF THE CHILDREN OF THE KLAMATH FALLS
3837 ALTAMONT DRIVEKLAMATH FALLSOR97603PCMENTORING PROGRAM FOR CHILDREN$59,306
FRIENDS OF THE CHILDREN PORTLAND
44 NE MORRISPORTLANDOR97212PCMENTORING PROGRAM FOR CHILDREN$105,000
FRIENDS OF THE CHILDREN SEATTLE
PO BOX 22801SEATTLEWA98122PCMENTORING PROGRAM FOR CHILDREN$75,000
FRIENDS OF THE MENTOR
357 NORTH L STREETLAKEVIEWOR97630PCMENTORING PROGRAM$15,000
HIGHLINE SCHOOLS FOUNDATION FOR EXCELLENCE
15675 AMBAUM BLVD SWBURIENWA98166PCPROVIDE STUDENTS WITH SCHOOL RESOURCES FOR FUTURE SUCCESS.$10,000
I HAVE A DREAM FOUNDATION-OREGON
1478 NE KILLINGSWORTH STREETPORTLANDOR972114981PCMENTORING PROGRAM FOR CHILDREN$50,000
JUMA VENTURES
900 1ST AVENUE SO SUITE 307SEATTLEWA98134PCPROVIDE YOUTH WITH JOB OPPORTUNITIES THROUGH TRAINING AND PROFESSIONAL CONSELING.$25,000
KAIROSPDX
PO BOX 12190PORTLANDOR97212PCPROVIDE DIRECT AND INDIRECT, CULTURALLY COMPETENT CONSULTING AND SERVICES TO FAMILIES$40,000
MARATHON SCHOLARS
610 SW ALDER STREET SUITE 921PORTLANDOR97205PCSUPPORT UNDER-RESOURCED CHILDREN TO MAKE A COLLEGE DEGREE A REALITY$15,000
METROPOLITAN FAMILY SERVICES
1808 SE BELMONT STREETPORTLANDOR97214PCHELP PEOPLE MOVE BEYOND POVERTY, INEQUALITY, AND SOCIAL ISOLATION$30,000
MIND MATTERS OF SEATTLE
330 N 10TH STREETTACOMAWA98403PCPREPARING HIGH SCHOOL STUDENTS FOR COLLEGE$45,000
OPEN MEADOW ALTERNATIVE SCHOOLS INC
7621 N WABASHPORTLANDOR97217PCEDUCATION$10,000
OREGON BRAVO YOUTH ORCHESTRAS
PO BOX 17356PORTLANDOR97217PCTRANSFORMS THE LIVES OF UNDERSERVED YOUTH THROUGH ORCHESTRAL MUSIC INSTRUCTION EMPHASIZING COLLABORATION AND PROMOTING SELF CONFIDENCE$25,000
OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON STREET SUITE 200PORTLANDOR97205PCHEALTH CARE$250,000
POINT FOUNDATION
5055 WILSHIRE BLVD SUITE 501LOS ANGELESCA90036PCEMPOWERS PROMISING LGBTQ STUDENTS TO ACHIEVE THEIR FULL ACADEMIC AND LEADERSHIP POTENTIAL.$25,000
PORTLAND STATE UNIVERSITY FOUNDATION
1600 SW FOURTH AVE SUITE 730PORTLANDOR97201PCEDUCATION$10,000
RAINIER ATHLETES
17215 SE 29TH CTBELLEVUEWA98008PCEDUCATION$20,000
RAINIER SCHOLARS
2100 24TH AVENUE SOUTH SUITE 210SEATTLEWA98144PCYOUTH ACADEMIC ENRICHMENT, COLLEGE PREP, LEADERSHIP DEVELOPMENT$75,000
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97227PCWORKING TOWARD THE VISION THAT ALL CHILDREN HAVE THE RIGHT TO READ AND SUCCEED.$50,000
SEATTLE NATIVITY SCHOOL
PO BOX 20730SEATTLEWA98102PCSCIENCE,TECHNOLOGY, ENGINEERING AND MATH MIDDLE SCHOOL SEEKING TO BREAK THE CYCLE OF POVERTY THROUGH AN EDUCATION THAT NOURISHES SOULS AND IGNITIES LEADERS FOR LOVE AND SERVICE.$30,000
SEATTLE URBAN ACADEMY
3800 SOUTH OTHELLO STREETSEATTLEWA98118PCEDUCATION$30,000
SOCIAL VENTURE PARTNERS SEATTLE
1601 SECOND AVENUE SUITE 615SEATTLEWA98101PCYOUTH PHILANTHROPY AND VOLUNTEERISM$25,000
ST ANDREW NAVITY SCHOOL
4925 NE 9TH AVENUEPORTLANDOR97211PCEDUCATION IN THE JESUIT TRADITION TO SERVE YOUTH OF ALL FAITHS FROM LOW INCOME BACKGROUNDS$50,000
SUMMER SEARCH SEATTLE
1109 1ST AVE SUITE 205SEATTLEWA98101PCMENTORING PROGRAM FOR LOW INCOME STUDENTS$40,000
THE CIRCUS PROJECT
1420 NW 17TH AVE SUITE 388PORTLANDOR97209PCEDUCATION THROUGH THE ARTS$10,000
TREEHOUSE FUND
2100 24TH AVENUE SOUTH SUITE 200SEATTLEWA98144PCPROVIDING ASSISTANCE TO FOSTER CHILDREN$25,000
YEAR UP PUGENT SOUND
2607 2ND AVENUESEATTLEWA98121PCEDUCATION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,763,577TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S INSTITUTE
1221 SW YAMHILL ST SUITE 260PORTLANDOR97205PCHUMAN SERVICES$100,000
COLLEGE ACCESS NOW
PO BOX 22999SEATTLEWA98122PCPROVIDE COLLEGE ADMISSION POSSIBLE FOR ECONOMICALLY DISADVANTAGED STUDENTS$125,000
FRIENDS OF THE CHILDREN KING COUNTY
PO BOX 22801SEATTLEWA98122PCMENTORING PROGRAM FOR CHILDREN$150,000
FRIENDS OF THE CHILDREN OF THE KLAMATH FALLS
3837 ALTAMONT DRIVEKLAMATH FALLSOR97603PCMENTORING PROGRAM FOR CHILDREN$60,000
FRIENDS OF THE CHILDREN PORTLAND
44 NE MORRISPORTLANDOR97212PCMENTORING PROGRAM FOR CHILDREN$150,000
KAIROSPDX
PO BOX 12190PORTLANDOR97212PCPROVIDE DIRECT AND INDIRECT, CULTURALLY COMPETENT CONSULTING AND SERVICES TO FAMILIES$60,000
MIND MATTERS OF PORTLAND
PO BOX 820023PORTLANDOR97282PCPREPARING HIGH SCHOOL STUDENTS FOR COLLEGE$50,000
OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON STREET SUITE 200PORTLANDOR97205PCHEALTH CARE$25,000,000
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97227PCWORKING TOWARD THE VISION THAT ALL CHILDREN HAVE THE RIGHT TO READ AND SUCCEED$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,795,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,945ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,320,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,795,803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,154,278ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,154,278TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND ACCOUNTINGCategoryTxt
Amt$12,870Amt
Net Investment Income$6,435NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,435DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
16,246 SHS CONSUMER DISCRETIONARY SELECT SECTOR$1,488,522$1,775,688
42,129 SHS SECTOR SPDR CONSUMER STAPLES$2,199,633$2,170,907
24,158 SHS HEALTH CARE SELECT SECTOR$1,888,748$2,016,227
147,198 SHS ISHARES TR CORE MSCI EAF FUND$10,230,115$9,327,937
22,575 SHS MATERIALS SELECT SECTOR$1,358,499$1,310,930
8,978 SHS SECTOR SPDR ENERGY$622,060$681,863
42,020 SHS SECTOR SPDR INDUSTRIAL$2,707,490$3,009,893
9,276 SHS SECTOR SPDR UTILITIES$493,656$482,030
20,306 SHS VANGUARD INFORMATION TECHNOLOGY$2,923,830$3,683,508
66,646 SHS ISHARES CORE MSCI EMERGING MARKETS$3,323,225$3,499,584
43,642 SHS VANGUARD SHORT TERM BOND$3,469,891$3,413,286
46,517 SHS VANGUARD FINANCIALS ETF$2,915,598$3,137,572
67,609 SHS VANGUARD INTERMEDIATE-TERM BOND$5,686,247$5,474,324
19,791 SHS ISHARES IBOXX $$2,352,505$2,267,455
12,169 SHS ISHARES TIPS$1,379,854$1,373,515
17,113 SHS ISHARES 3-7 YEAR$2,108,916$2,053,560
46,030 SHS ISHARES MBS ETF$4,929,142$4,795,405
7,912 SHS ISHARES IBOXX$ HIGH YIELD$686,801$673,153
59,514 SHS INVESCO EMERGING MARKETS$1,710,773$1,578,311
31,100 SHS INVESCO PREFERRED ETF$460,286$452,816
15,434 SHS SPDR S&P INSURANCE ETF$456,130$459,933
39,382 SHS VANECK VECTORS J.P.$710,412$670,282
32,167 SHS REAL ESTATE SELECT$1,038,508$1,052,183
8,776 SHS FIRST TR EXCHANGE TRADED$1,137,852$1,208,016
9,998 SHS ISHARES NASDAQ BIOTECH$1,044,237$1,097,980

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$2,748$0$2,748
BANK FEE$175$175$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT WRITING$2,450$0$2,450
ADMINISTRATIVE SERVICES$93,300$0$93,300
INVESTMENT MANAGEMENT FEES$219,075$219,075$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$980,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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