DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-23
- IRS object ID
- 201811139349100506
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T12:28:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931042710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW 5TH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMO | BusinessNameControlTxt |
| Phone | 5032432671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY L DEMOREST | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5032432671 | PhoneNum |
| Signature | 2018-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M O'LEARY | PreparerPersonNm |
| PTIN | P00161401 | PTIN |
| Phone | 5032210141 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,622,234 | 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 | $161,169 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,952 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $323,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $609,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $567 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $446,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,327,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,385,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,385,730 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,843,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,018,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,236,504 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,170,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,404,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,622,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,170,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,404,701 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,170,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,404,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,170,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,404,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,170,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,404,701 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,404,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SHARES OF AMERICAN INTERNATIONAL | P | 2013-10-08 | 2017-04-17 | $118,983 | $96,200 | $22,783 | $22,783 |
| 100 SHARES OF IBM | P | 2006-12-06 | 2017-07-18 | $15,282 | $9,462 | $5,820 | $5,820 |
| 400 SHARES OF IBM | P | 2006-12-06 | 2017-07-18 | $61,128 | $37,852 | $23,276 | $23,276 |
| 400 SHARES OF IBM | P | 2007-01-04 | 2017-08-03 | $57,874 | $39,236 | $18,638 | $18,638 |
| 100 SHARES OF IBM | P | 2007-01-04 | 2017-08-03 | $14,469 | $9,810 | $4,659 | $4,659 |
| 200 SHARES OF IBM | P | 2011-08-01 | 2017-08-03 | $28,936 | $33,006 | -$4,070 | -$4,070 |
| 429 SHARES OF DISNEY CO | P | 1988-05-09 | 2017-10-18 | $41,832 | $4,297 | $37,535 | $37,535 |
| 785 SHARES OF DISNEY CO | P | 1989-02-24 | 2017-10-18 | $76,548 | $8,988 | $67,560 | $67,560 |
| 300 SHARES OF IBM | P | 2011-08-10 | 2017-10-18 | $47,915 | $49,510 | -$1,595 | -$1,595 |
| 500 SHARES OF IBM | P | 2013-10-08 | 2017-10-18 | $79,858 | $89,785 | -$9,927 | -$9,927 |
| 200 SHARES OF IBM | P | 2015-05-15 | 2017-10-18 | $31,943 | $34,698 | -$2,755 | -$2,755 |
| 1,000 SHARES OF UNITED HEALTH GROUP INC | P | 2006-10-26 | 2017-11-16 | $211,432 | $49,400 | $162,032 | $162,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $383,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,388,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $366,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,734,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $324,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,469,363 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $281,837 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,657,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $245,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,691,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043196 | DistributionYr5Rt |
| Total Distribution | 0.228349 | TotalDistributionRt |
| Average Distribution | 0.045670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,049,823 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $367,635 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,465 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $372,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $373,992 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,193 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,193 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,272 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY L DEMOREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032432671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAAREN M DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINE BARBOUR | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SCOTT E DEMOREST | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | $0 | $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 | $6,743,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,429,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,172,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,172,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,049,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,465 | TotalTaxAmt |
| Distributable Before Adj | $398,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $398,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $398,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $373,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,465 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $369,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $365,873 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $365,873 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,119 | 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 | $389,907 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHON UGANDA CHILDRENS FUND | |||||||
| PO BOX 91639 | PORTLAND | OR | 97291 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| ALBERTINA KERR | |||||||
| 424 NW 22ND AVENUE | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | PROGRAMS FOR DISABLED | $1,000 |
| ALL HANDS RAISED | |||||||
| 2069 NE HOYT STREET | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | EDUCATION | $35,000 |
| BRADLEY ANGLE | |||||||
| 720 N KILLINGSWORTH AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE SHELTERING | $5,000 |
| CALDERA | |||||||
| 224 NW 13TH AVE SUITE 304 | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| CENTENNIAL EDUCATIONAL FOUNDATION | |||||||
| 18135 SE BROOKLYN | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| CENTRAL CITY CONCERN | |||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE ORGANIZATION | $20,000 |
| CHILDREN FIRST FOR OREGON | |||||||
| 1209 SE BELMONT ST | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | ADVOCATE FOR CHILDREN | $2,000 |
| CLASSIC WINES AUCTION | |||||||
| 111 SW 5TH AVE 3400 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | EDUCATION, YOUTH DEVELOPMENT | $5,000 |
| CONCORDIA FOUNDATION | |||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| DAVID DOUGLAS EDUCATIONAL FOUNDATION | |||||||
| 11300 NE HALSEY STREET | PORTLAND | OR | 97220 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| FRIENDS OF THE CHILDREN - PORTLAND | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $25,000 |
| GRESHAM-BARLOW SCHOOL DISTRICT | |||||||
| 1331 NW EASTMAN PKWY | GRESHAM | OR | 97030 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | |||||||
| 1478 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $25,000 |
| INCIGHT | |||||||
| 111 SW COLUMBIA STREET SUITE 1170 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION/EMPLOYMENT SUPPORT | $1,000 |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 530 EAST TOWN STREET | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | WOMEN'S ORGANIZATION | $1,000 |
| LATINO NETWORK | |||||||
| 410 NE 18TH AVE | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| MEALS ON WHEELS | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| NAFY | |||||||
| 314 SW 9TH AVENUE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| NORDIC NW | |||||||
| 8800 SW OLESON RD | PORTLAND | OR | 97223 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| OLD TIMERS' BASEBALL | |||||||
| 5019 SW LOWELL | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $10,000 |
| OPEN SCHOOL | |||||||
| 7633 N WABASH AVENUE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | EDUCATION | $35,000 |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PUBLIC CHARITY | RESEARCH | $10,000 |
| PARKROSE EDUCATIONAL FOUNDATION | |||||||
| 10636 NW PRESCOTT ST | PORTLAND | OR | 97220 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| PNCA | |||||||
| 511 NW BROADWAY | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | ARTS/EDUCATION | $10,000 |
| PSU FOUNDATION | |||||||
| 1600 SW FOURTH AVENUE | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| REYNOLDS EDUCATIONAL FOUNDATION | |||||||
| 1204 NE 201ST AVE | FAIRVIEW | OR | 97024 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| ST MARY'S HOME FOR BOYS | |||||||
| 16535 SW TUALATIN VALLEY HWY | BEAVERTON | OR | 97006 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $5,000 |
| THE CHILDRENS COURSE | |||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $1,000 |
| THE FRESHWATER TRUST | |||||||
| 65 SW YAMHILL ST SUITE 200 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $25,000 |
| THE NATURE CONSERVANCY | |||||||
| 821 SE 14TH AVENUE | PORTLAND | CA | 97214 | N/A | PUBLIC CHARITY | CONSERVATION | $45,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97206 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 |
| WEST LINN - WILSONVILLE EDUCATION FOUNDATION | |||||||
| 22210 SW STAFFORD RD | TUALATIN | OR | 97062 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| WILLAMETTE WEST HABITAT FOR HUMANITY | |||||||
| 5293 NE ELAM YOUNG PARKWAY 140 | HILLSBORO | OR | 97124 | N/A | PUBLIC CHARITY | FOSTERING HOMEOWNERSHIP | $5,000 |
| WILLIAM TEMPLE HOUSE | |||||||
| 2023 NW HOYT ST | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,000 | 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 | $2,952 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $323,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $447,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $447,993 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | |||||||
| 1 | 1581 SW UPPER HALL | PORTLAND | OR | 97201 | $76,169 | Yes (X) | Yes (X) |
| HARRY L DEMOREST | |||||||
| 2 | 1581 SW UPPER HALL | PORTLAND | OR | 97201 | $85,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES APPLE VALUED AT $170,150 WITH BASIS OF $76,169 | NoncashPropertyDesc |
| Fair Market Value | $175,150 | FairMarketValueAmt |
| Received | 2017-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH - EMA ACCOUNT | StockNm |
| EOY Book Value | $3,018,971 | EOYBookValueAmt |
| EOYFMV | $7,236,504 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH FEES | $90 | $90 | $0 |
| OTHER FEES | $50 | $0 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 STATE OF OREGON BALANCE DUE | CategoryTxt |
| Amt | $567 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $567 | DisbursementsCharitablePrpsAmt |
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