JESSIE F RICHARDSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JESSIE F RICHARDSON FOUNDATION (EIN 93-1316345)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202543199349100429
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T10:22:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930928924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931316345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSIE F RICHARDSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 5034084088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 800 | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE HOOPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5034084088 | PhoneNum |
| Signature | 2025-11-14 | 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 | ROSS LOCKWOOD | PreparerPersonNm |
| PTIN | P01374434 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $694,353 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $136,216 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,827 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,827 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $156,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,827 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,827 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,886 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,886 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,740 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,539 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,488 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,478 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,740 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,884 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,740 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,087 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,509 | CashBOYAmt |
| Cash EOY | $486,055 | CashEOYAmt |
| Cash EOYFMV | $486,055 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $386,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,798 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $65,500 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $65,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $65,500 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,149 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $648,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $694,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $694,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $9,171 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,271 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $647,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $684,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $647,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $684,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $648,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $694,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $647,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $693,253 | SubtotalAmt |
| Other Decreases | $9,171 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $684,082 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $271 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $20 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | JFRFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034084088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15900 SE 82ND DRIVE | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | 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 | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE HOOPER | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | PRESIDENT | 4.00 | $11,886 | $0 | $0 |
| KEREN BROWN WILSON | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | CHAIR & BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KENNETH BURGESS | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | VICE CHAIR & BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MARK STEVENSON | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | TREASURER & BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MARVIN KAISER | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CARMEN LARGAESPADA | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ROB ARNOLD | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MARGARET NEAL | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CHARLES RESARE | ||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | BOARD MEMBER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GLOBAL PROGRAM SUPPORT FOR INDIGENT OLDER ADULTS IN NICARAGUA:1. CONDUCTED ELDER CARE HOME ADMINISTRATOR TRAINING FOR 10 ELDER CARE HOMES IN NICARAGUA.2. CONDUCTED CAREGIVING TRAINING QUARTERLY FOR 10 ELDER CARE HOMES IN NICARAGUA.3. CONDUCTED SPECIALIZED FUND-RAISING TRAINING TO 6 COMMUNITY LIAISONS TO ASSIST 10 ELDER CARE HOMES COMPRISED OF SOCIAL MEDIA ACTIVITIES, VIDEO AND STORYTELLING.4. DEVELOPED AND ASSISTED IN MAINTENANCE OF WEB-SITES, SOCIAL MEDIA PLATFORMS FOR 10 ELDER CARE HOMES.5. CONTINUED SUPPORT OF NICARAGUAN AGING ADVISORY COUNCIL (NAAC) IN DEVELOPMENT OF NATIONAL STRATEGIC PLAN AND ADVOCACY FOR DEVELOPMENT OF CARE STANDARDS.6. RECRUITED, SUPPORTED AND TRAINED 6 COMMUNITY LIAISONS THROUGHOUT NICARAGUA TO INCREASE VISIBILITY OF AND BRING RESOURCES TO ELDER CARE HOMES THROUGHOUT NICARAGUA.7. CONTINUED TO PROVIDE TRAINING AROUND USE OF DONATED FOOD TO IMPROVE NUTRITION IN 10 ELDER CARE HOMES. 8. CONTINUED PROGRAM TO IMPROVE FOOD STORAGE SECURITY. | Description1Txt |
| Expenses1 | $62,168 | Expenses1Amt |
| Description2 | EDUCATION/TRAINING/RESEARCH/POLICY:1. CONDUCTED ANNUAL SURVEY OF 15 ELDER CARE HOMES AND 1 FEEDING SITES IN NICARAGUA TO DETERMINE STRENGTHS AND AREAS OF NEED.2. DEVELOPED TRAINING AROUND FUNDRAISING ANNUAL PLANS, GRANTS WRITING AND ADMINISTRATION TRANSPARENCY.3. DELIVERED TRAINING VIRTUALLY BASED ON THE CREATED CURRICULA AND FOLLOW UP TO 10 ELDER CARE HOMES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | INCREASE AWARENESS AND SUPPORT FOR VERY LOW INCOME ADULTS IN US AND NICARAGUA:1. FUNDED SCHOLARSHIPS & AWARDS TO SUPPORT OLDER ADULT PROGRAMS IN NICARAGUA AND THE UNITED STATES. 2. CONTINUED TO CONVENE AGING COLLABORATIVE IN PHILANTHROPY ORGANIZATION.3. PARTICIPATED IN PRESENTATIONS TO ACADEMIC AND PROFESSIONAL GROUPS RELATED TO AGING. | Description3Txt |
| Expenses3 | $8,000 | Expenses3Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $543,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $543,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $543,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $535,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,375 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-02-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,087 | CurrentYearAmt |
| Year1 | $5,679 | Year1Amt |
| Year2 | $80 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $23,846 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,374 | CurrentYearAmt |
| Year1 | $4,827 | Year1Amt |
| Year2 | $68 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $20,269 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $108,375 | CurrentYearAmt |
| Year1 | $118,658 | Year1Amt |
| Year2 | $87,068 | Year2Amt |
| Year3 | $101,800 | Year3Amt |
| Total | $415,901 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,884 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $5,000 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $18,884 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,491 | CurrentYearAmt |
| Year1 | $118,658 | Year1Amt |
| Year2 | $82,068 | Year2Amt |
| Year3 | $101,800 | Year3Amt |
| Total | $397,017 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,847 | CurrentYearAmt |
| Year1 | $20,754 | Year1Amt |
| Year2 | $21,111 | Year2Amt |
| Year3 | $20,739 | Year3Amt |
| Total | $80,451 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEREN BROWN WILSON | ContributingManagerNm |
| Contributing Manager | KENNETH BURGESS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEREN BROWN WILSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15900 SE 82ND DRIVE | AddressLine1Txt |
| City | CLACKAMAS | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5034084088 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED AT THIS TIME | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE SPECIFIED AT THIS TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE SPECIFIED AT THIS TIME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN LEADERSHIP FORUM OF OREGON | |||||||||||
| 221 NW 2ND AVE 306 | PORTLAND | OR | 97209 | PC | SCHOLARSHIP FUND | $1,500 | |||||
| JINOTEPE HOGAR | |||||||||||
| PC | GENERAL SUPPORT | $2,884 | PANAMERICANA HIGHWAY IN FRONT OF | THE RED CROSS | JINOTEPE | CARAZO | NU | ||||
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | |||||||||||
| 5135 NE COLUMBIA BOULEVARD | PORTLAND | OR | 97218 | PC | SCHOLARSHIP FUND | $1,500 | |||||
| OREGON GERONTOLOGICAL ASSOCIATION | |||||||||||
| PO BOX 81 | LAKE OSWEGO | OR | 97034 | PC | SPONSORSHIP | $5,000 | |||||
| ALCALDIA MUNICIPAL CANTARRANAS | |||||||||||
| PC | GENERAL SUPPORT | $3,000 | 4R23R58 | TEGUCIGALPA | FRANCISCO MORAZAN | HO | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,884 | 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 | $19,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,827 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHERYL COLEMAN | ||||||
| 1 | 5321 SOLAR PLACE | GREENSBORO | NC | 27406 | $5,000 | Yes (X) |
| LARRY LOLLIS | ||||||
| 2 | 1089 PARK WEST BLVD | GREENVILLE | SC | 29611 | $5,000 | Yes (X) |
| KEN BURGESS | ||||||
| 3 | 3580 LONESOME PINE ROAD | WHITAKERS | NC | 27891 | $5,000 | Yes (X) |
| DENISE CAMPBELL | ||||||
| 4 | 3108 SQUIRREL DEN RD | ASHEBORO | NC | 27205 | $5,000 | Yes (X) |
| KEREN WILSON | ||||||
| 5 | 12523 SE 131ST CT | HAPPY VALLEY | OR | 97086 | $15,000 | Yes (X) |
| CLAPPS CONVALESCENT NURSING HOME | ||||||
| 6 | 500 MOUNTAIN TOP DRIVE | ASHEBORO | NC | 27203 | $5,000 | Yes (X) |
| CLAPPS NURSING CENTER INC | ||||||
| 7 | PO BOX 249 | PLEASANT GARDEN | NC | 27313 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & BOOKKEEPING | CategoryTxt |
| Amt | $8,700 | Amt |
| Net Investment Income | $1,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,740 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,960 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $140 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATIONAL COST | $16,679 | $16,679 | $16,679 |
| LESS: ACCUMULATED AMORTIZATION | -$16,679 | -$16,679 | -$16,679 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT FOR EXPENDITURES | Desc |
| Amt | $9,171 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OREGON CHARITABLE RENEWAL | $305 | $0 | $0 | $305 |
| DUES & SUBSCRIPTIONS | $560 | $0 | $0 | $560 |
| PHONE/INTERNET | $729 | $0 | $0 | $729 |
| PROGRAM SUPPLIES | $6,852 | $0 | $0 | $6,852 |
| INSURANCE | $1,960 | $0 | $0 | $1,960 |
| CREDIT CARD PROCESSING FEES | $3,072 | $0 | $0 | $3,072 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AGE + US | Desc |
| BOY Book Value | $1,100 | BOYBookValueAmt |
| EOY Book Value | $1,100 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONTRACT SERVICES | CategoryTxt |
| Amt | $50,539 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,539 | DisbursementsCharitablePrpsAmt |