JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-02
- IRS object ID
- 201713069349100046
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T19:00:42-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936020752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5034643580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5034643580 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J CASTRIANO | PreparerPersonNm |
| PTIN | P01251603 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2017-11-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C7F02AA215A260659081F4F5D2671580239EC9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C7F02AA215A260659081F4F5D2671580239EC9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,163,378 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $243,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,340,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,027 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $615,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $612,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,165 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $151,348 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,816 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,657 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,427 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $652,824 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $652,824 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $846,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $680,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $230,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,397 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $6,430,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,773,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,810,981 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,049,909 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,648,065 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,358,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,126,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,163,378 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,358,597 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,126,281 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,358,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,126,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,358,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,126,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,358,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,127,573 | SubtotalAmt |
| Other Decreases | $1,292 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,126,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2727.144 AMERICAN EUROPACIFIC GRTH F2 | 2014-12-18 | 2016-08-16 | $129,212 | $131,367 | -$2,155 | -$2,155 | |
| 28409.242 NUVEEN FUNDS CORE BD FD I | 2016-08-16 | $284,661 | $290,051 | -$5,390 | -$5,390 | ||
| 892.311 PRICE T ROWE GROWTH STK FD INC COM | 2010-12-20 | 2016-08-16 | $47,944 | $28,643 | $19,301 | $19,301 | |
| 1432.442 VANGUARD EQUITY INCOME ADM | 2013-12-23 | 2016-08-16 | $96,246 | $88,124 | $8,122 | $8,122 | |
| 2767.148 T ROWE PRICE SMALL CAP STOCK FD | 2016-12-30 | $124,328 | $115,843 | $8,485 | $8,485 | ||
| 3690.527 LAUDUS INTERNATIONAL MARKETMASTERS | 2010-06-15 | 2016-12-30 | $76,542 | $58,938 | $17,604 | $17,604 | |
| 5309.233 NUVEEN SANTA BARBARA DIV GROWTH FD I | 2011-09-02 | 2017-06-13 | $205,520 | $120,944 | $84,576 | $84,576 | |
| 1825.352 PRICE T ROWE GROWTH STK FD INC COM | 2010-12-20 | 2017-06-13 | $116,384 | $58,594 | $57,790 | $57,790 | |
| 1438.049 VANGUARD EQUITY INCOME ADM | 2017-06-13 | $104,762 | $79,161 | $25,601 | $25,601 | ||
| CAPITAL GAIN DIVIDENDS | $155,093 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,027 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $613,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,368,109 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $658,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,956,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $666,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,552,976 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $629,147 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,674,983 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $635,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,114,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052449 | DistributionYr5Rt |
| Total Distribution | 0.244363 | TotalDistributionRt |
| Average Distribution | 0.048873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,591,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $664,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,577 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $668,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $680,567 | 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 | $4,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,872 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,872 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,295 | OverpaymentAmt |
| Applied To ES Tax | $4,580 | AppliedToESTaxAmt |
| Refund | $3,715 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034643580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| US BANK | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | TRUSTEE | 1 | $168,165 |
| JULIE VIGELAND | ||||||
| 1517 SW COLLEGE ST | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $0 |
| STOEL RIVERS LLP | ||||||
| 900 SW FIFTH SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,522,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,797,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,797,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,591,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $679,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $679,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,577 | TotalTaxAmt |
| Distributable Before Adj | $674,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $677,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $677,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $680,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $680,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,577 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $675,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $677,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,250 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $680,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,250 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $643,317 | 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 | $34,157 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JACKSON FOUNDATION ATTN MR R | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032756564 | RecipientPhoneNum |
| Form And Info And Materials | A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| OREGON TRAIL CHAPTER | 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $2,500 |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,500 | |
| BIG BROTHERS BIG SISTERS COLUMBIA | ||||||||
| NORTHWEST | 1827 NE 44TH AVE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $5,000 |
| BROADWAY ROSE THEATRE CO | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CAMP FIRE COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CASA FOR CHILDREN | ||||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $5,523 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 522 SW 5TH AVE STE 920 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CHESS FOR SUCCESS | ||||||||
| 2701 NW VAUGHN ST SUITE 101 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CHILDREN'S CANCER ASSOCIATION | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,500 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE DOUGY CENTER INC | ||||||||
| 3903 SE 52ND AVE | PORTLAND | OR | 97206 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FINANCIAL BEGINNINGS | ||||||||
| 7327 SW BARNES ROAD 213 | PORTLAND | OR | 97225 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF THE COLUMBIA GORGE | ||||||||
| 522 SW 5TH AVE STE 720 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $3,500 | |
| FRIENDS OF TRYON CREEK | ||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HUMAN SOLUTIONS INC | ||||||||
| 12350 SE POWELL BLVD | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMPACT NW | ||||||||
| 10055 E BURNSIDE ST | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $2,500 | |
| JANUS YOUTH PROGRAMS INC | ||||||||
| 707 NE COUCH ST | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,561 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,500 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PC | GENERAL OPERATING | $10,000 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MY VOICE MUSIC | ||||||||
| PO BOX 28043 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATIONAL FOREST FOUNDATION | ||||||||
| 805 SW BROADWAY SUITE 2100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST FILM CENTER | ||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NW EARTH INSTITUTE | ||||||||
| 107 SE WASHINGTON ST SUITE 235 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $1,000 | |
| OPAL CREEK ANCIENT FOREST CTR | ||||||||
| 721 NW 9TH AVE STE 236 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON BALLET THEATRE | ||||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,500 | |
| OREGON MUSEUM OF SCIENCE & | ||||||||
| INDUSTRY | 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $10,000 |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $17,500 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $6,000 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PORTLAND CHAMBER ORCHESTRA | ||||||||
| PO BOX 9024 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND CHILDREN'S MUSEUM | ||||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | ||||||||
| 415 SW 10TH AVE 300 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $8,000 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $12,000 | |
| PORTLAND PARKS FOUNDATION | ||||||||
| 506 SW 6TH AVE STE 1100 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND SYMPHONIC CHOIR | ||||||||
| PO BOX 1517 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SPECIAL OLYMPICS OREGON | ||||||||
| 5901 SW MACADAM AVENUE SUITE 200 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,000 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THIRD RAIL REPATORY THEA | ||||||||
| PO BOX 96063 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| HOUSING | PO BOX 23206 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $2,000 |
| DE LA SALLE NORTH CATHOLIC | ||||||||
| HIGH SCHOOL | 7528 N FENWICK AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 |
| LAN SU CHINESE GARDEN | ||||||||
| 127 NW THIRD AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $6,000 | |
| PORTLAND PIANO INTERNATIONAL | ||||||||
| PO BOX 6469 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SMART | ||||||||
| 101 SW MARKET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,000 | |
| REBUILDING TOGETHER PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $6,500 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NORTHWEST OUTWARD BOUND SCHOOL | ||||||||
| 619 SW 11TH ST SUITE 225 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST KIDNEY KIDS INC | ||||||||
| PO BOX 230075 | PORTLAND | OR | 97281 | NONE | PC | GENERAL OPERATING | $1,500 | |
| AGE & GENDER EQUITY IN THE ARTS | ||||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CAPPELLA ROMANA | ||||||||
| 620 SW MAIN ST STE 714 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| MULTNOMAH ARTS CENTER ASSOCIATION | ||||||||
| 7688 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $1,905 | |
| PDX JAZZ | ||||||||
| 126 NE ALBERTA ST STE 002 | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ADAPTIVE SPORTS NORTHWEST | ||||||||
| 4840 WESTERN AVE - SUITE 500 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $2,000 | |
| EASTSIDE TIMBERS | ||||||||
| 510 NE ROBERTS AVE | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GIRLS ON THE RUN | ||||||||
| 2337 NW YORK ST | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LIFT URBAN PORTLAND | ||||||||
| 2701 NW VAUGHN ST SUITE 102 | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CHILD ADVOCATES INC | ||||||||
| 421 HIGH STREET SUITE 108 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PENDULUM AERIAL ARTS | ||||||||
| 2525 SW PATTON ROAD | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PROFILE THEATRE | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $5,500 | |
| SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BOULEVARD | PORTLAND | OR | 97203 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE CHILDREN'S BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,835 | |
| I HAVE A DREAM OREGON | ||||||||
| 2916 NE ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BRADLEY ANGLE | ||||||||
| 5432 N ALBINA AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GLEANERS OF CLACKAMAS COUNTY INC | ||||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE SUITE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $7,000 | |
| ARTS MIDWEST | ||||||||
| 2908 HENNEPIN AVE SUITE 200 | MINNEAPOLIS | MN | 55048 | NONE | PC | GENERAL OPERATING | $12,000 | |
| THE NW CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $2,000 | |
| RISKREWARD | ||||||||
| 2344 SE 53RD AVE | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FRIENDS OF ZENGER FARM | ||||||||
| 11741 SE FOSTER ROAD | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THERAPYWORKS NW | ||||||||
| 7927 SE ORIENT DRIVE | GRESHAM | OR | 97080 | NONE | PC | GENERAL OPERATING | $1,500 | |
| MAYBELLE CENTER FOR COMMUNITY | ||||||||
| 121 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OUR HOUSE OF PORTLAND | ||||||||
| 2727 SE ALDER ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVENUE | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CHILDREN'S CENTER | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BAG & BAGGAGE PRODUCTIONS INC | ||||||||
| 350 E MAIN STREET | HILLSBORO | OR | 97123 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LEGACY HEALTH FOUNDATION | ||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PARK ACADEMY | ||||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE OLD CHURCH SOCIETY INC | ||||||||
| 1422 SW 11TH AVENUE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,500 | |
| JOIN | ||||||||
| 1435 NE 81ST AVENUE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON REPERTORY SINGERS | ||||||||
| 5319 SW WESTGATE DRIVE STE 134 | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SELF INHANCEMENT | ||||||||
| 3920 N KERPBY ANVENUE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNITED WAY-COLUMBIA-WILLAMETTE | ||||||||
| 619 SW 11TH AVVE SUITE 300 | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD STREET | MILWAUKIE | OR | 97214 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON COMMUNITY FOUNDATION | ||||||||
| 1221 SW YAMHILL SUITE 100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $11,000 | |
| PORTLAND COMMUNITY COLEGE | ||||||||
| PO BOX 19000 | PORTLAND | OR | 97280 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OPEN MEADOW ALTERNATIVE SCHOOL | ||||||||
| 7621 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| UNIVERSITY OF OREGON FOUNDATION | ||||||||
| 360 E 10TH AVENUE SUITE 202 | EUGENE | OR | 97401 | NONE | PC | GENERAL OPERATING | $25,000 | |
| MEALS ON WHEELS PEOPLE | ||||||||
| 7710 SW 31ST AVENUE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CONVERGE 45 | ||||||||
| PO BOX 28209 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DOVELEWIS EMERGENCY ANIMAL HOSPITAL | ||||||||
| 1945 NW PETTYGROVE STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 4380 SW MACADAM AVE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $12,000 | |
| BODYVOX | ||||||||
| 1201 NW 17TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $4,000 | |
| COHO PRODUCTIONS | ||||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATL ASSMBLY OF STATE ARTS AGENCIES | ||||||||
| 1200 18TH STREET NW STE 1100 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LAKEWOOD THEATRE COMPANY | ||||||||
| 368 S STATE STREET | LAKE OSWEO | OR | 97034 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BLUE SKY GALLERY | ||||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,000 | |
| TUALATIN RIVERKEEPERS | ||||||||
| 11675 SW HAZELBROOK RD | TUALATIN | OR | 97062 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRITT MUSIC & ARTS FESTIVAL | ||||||||
| 216 W MAIN ST | MEDFORD | OR | 97501 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COLLEGE POSSIBLE | ||||||||
| 532 SE GRAND AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LEACH GARDEN FRIENDS | ||||||||
| 6704 SE 122ND | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $4,000 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK STREET STE 100 | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $20,000 | |
| OUTGROWING HUNGER | ||||||||
| 8114 SE DIVISION STREET | PORTLAND | OR | 97206 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LEAP | ||||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COMMUNITY CYCLING CENTER | ||||||||
| 1805 NE 2ND AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE CIRCUS PROJECT | ||||||||
| 1420 NW 17TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CLACKAMAS REPERTORY THEATRE | ||||||||
| 19600 MOLALLA AVENUE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COALITION OF COMMUNITIES OF COLOR | ||||||||
| 221 NW 2ND AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LATINO NETWORK | ||||||||
| 410 NE 18TH AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| DOERNBECHER CHILDREN'S HOSPITAL FDN | ||||||||
| 1121 SW SALMON STREET | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FRIENDS OF CORNELIUS PUBLIC LIBRARY | ||||||||
| PO BOX 145 | CORNELIUS | OR | 97113 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NW DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON ART BEAT(OPB) | ||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $7,500 | |
| OREGON JEWISH MUSEUM & CENTER FOR | ||||||||
| HOLOCAUST EDUCATION | 724 NW DAVIS STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 |
| PACIFIC YOUTH CHOIR | ||||||||
| 620 SW MAIN ST 203 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PHAME | ||||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| TCG CONFERENCE HOST COMMITTEE (PCS) | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YOUNG AUDEINCES OF OREGON & SW WA | ||||||||
| 1220 SW MORRISON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BUSTIN BARRIERS | ||||||||
| 2814 SE 25TH AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TUALATIN HILLS PARK FOUNDATION | ||||||||
| 15707 WALKER ROAD | BEAVERTON | OR | 97006 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNION GOSPEL MISSION | ||||||||
| 3 NW 3RD AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $7,500 | |
| WILLIAM TEMPLE HOUSE | ||||||||
| 2023 NW HOYT STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 2811 NE HOLMAN ST | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BRAVO YOUTH ORCHESTRAS | ||||||||
| PO BOX 17356 | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ALL CLASSICAL PORTLAND | ||||||||
| 211 SE CARUTHERS SUITE 200 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,500 | |
| PORTLAND FRUIT TREE PROJECT | ||||||||
| 5431 NE 20TH AVE | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $1,500 | |
| TUCKER-MAXON SCHOOL | ||||||||
| 2860 SE HOLGATE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CLACKAMAS WOMEN'S SERVICES | ||||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,000 | |
| REACH COMMUNITY DEVELOPMENT | ||||||||
| 1135 SE SALMON STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ARCHITECTURE FOUNDATION OF OREGON | ||||||||
| PO BOX 40230 | PORTLAND | OR | 97240 | NONE | PC | GENERAL OPERATING | $2,500 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $12,500 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $652,824 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $615,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $615,225 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| NUVEEN FUNDS CORE BD FD I |
| BAIRD AGREGATE BOND FD INSTL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROWE T PRICE MID-CAP GROWTH FD | ||
| T ROWE PRICE GROWTH STK #40 | ||
| LAUDUS INTL MARKETMASTERS | ||
| AMERICAN EUROPACIFIC GRTH | ||
| NUVEEN INFLATION PRO SEC FD | ||
| NUVEEN REAL ESTATE SECS | ||
| NUVEEN SANTA BARBARA DIV GRWTH | ||
| T ROWE PRICE SC STOCK | ||
| VANGUARD EQUITY INCOME | ||
| 779556109 ROWE T PRICE MID-CAP | $548,844 | $722,343 |
| 779572106 T ROWE PRICE SMALL C | $479,656 | $708,724 |
| 808509640 LAUDUS INTERNATIONAL | $415,402 | $634,938 |
| 46434G103 ISHARES CORE MSCI EM | $398,120 | $457,416 |
| 670678507 NUVEEN REAL ESTATE S | $572,749 | $634,334 |
| 67065W639 NUVEEN SANTA BARBARA | $554,213 | $851,498 |
| 670678630 NUVEEN FUNDS CORE BD | $1,098,372 | $1,079,516 |
| 057071854 BAIRD AGGREGATE BOND | $1,687,113 | $1,696,543 |
| 741479109 PRICE T ROWE GROWTH | $934,306 | $1,852,313 |
| 464288612 ISHARES BARCLAYS INT | $1,556,726 | $1,555,275 |
| 670690387 NUVEEN INFLATION PRO | $435,922 | $422,903 |
| 921921300 VANGUARD EQUITY INCO | $1,069,607 | $1,825,998 |
| 29875E100 AMERICAN EUROPACIFIC | $1,022,854 | $1,369,180 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| ISHARES BARCLAYS INTERM GOVT E |
| ISHARES CORE MSCI EMERGING MKT |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ FOR NUVEEN SPECIAL INCOME | $1,276 |
| ROUNDING | $16 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE CHARITABLE FILING FEE | $1,170 | $0 | $1,170 |
| SPIRE TECHNOLOGIES | $4,342 | $0 | $4,342 |
| MACPHERSON DESIGN & ILLUSTRATI | $1,195 | $0 | $1,195 |
| GRANTMAKERS RENEWAL | $2,720 | $0 | $2,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANT | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,354 | $3,354 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,676 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $303 | $303 | $0 |
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