JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-10
- IRS object ID
- 202523149349102007
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:01:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,022,801 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $442,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $576,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,580,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576,883 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,020,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,019,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,379 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $154,241 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,138 | 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 | $6,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,216 | 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 | $5,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,980 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $985,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $824,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $862,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $861,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,402 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $11,264,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,002,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,849,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,125,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,175,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,022,801 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,125,897 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,175,808 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,125,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,175,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,125,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,175,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,125,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,072 | OtherIncreasesAmt |
| Subtotal | $12,175,829 | SubtotalAmt |
| Other Decreases | $21 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,175,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7229.811 FIDELITY LARGE CAP GROWTH INDEX FUND | 2022-05-06 | 2024-07-22 | $259,333 | $168,599 | $90,734 | $90,734 | |
| 15899.498 HARDING LOEVNER FDS INC INTL EQUITY PR | 2019-08-08 | 2024-09-03 | $438,349 | $343,747 | $94,602 | $94,602 | |
| 10029.707 T ROWE PRICE SMALL CAP STOCK FD | 2011-09-02 | 2024-09-03 | $615,924 | $313,328 | $302,596 | $302,596 | |
| 1594. ISHARES INTERMEDIATE GOVT CRDT ETF | 2015-10-14 | 2025-03-26 | $168,045 | $177,605 | -$9,560 | -$9,560 | |
| CAPITAL GAIN DIVIDENDS | $98,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $98,511 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,486 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,486 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $436 | EsPenaltyAmt |
| Tax Due | $8,938 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 5034644908 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| JULIE VIGELAND | ||||||
| 1517 SW COLLEGE ST | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| EMILY KARR | ||||||
| 900 SW FIFTH SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| US BANK N A | ||||||
| PO BOX 0634 | MILWAUKEE | WI | 53201 | TRUSTEE | 1 | $147,379 |
| 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 | $14,421,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,611,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,611,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,392,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,988 | TotalTaxAmt |
| Distributable Before Adj | $707,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $722,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $722,613 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $824,618 | 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 | $824,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $722,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,763 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $168,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $824,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $722,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $270,535 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $109,763 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $58,767 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $102,005 | 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 (150 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HIGH DESERT MUSEUM | |||||||
| 59800 SOUTH HIGHWAY 97 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $5,000 |
| CHILDRENS CENTER | |||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,500 |
| LITERARY ARTS | |||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $15,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 |
| NORTHWEST HOUSING ALTERNATIVES | |||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 |
| OREGON CHILDREN'S THEATRE | |||||||
| 1939 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON HUMANITIES | |||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $7,500 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $15,000 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $21,000 |
| PORTLAND INSTITUTE FOR CONTEMPORARY ART | |||||||
| 415 SW 10TH AVE 300 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 |
| PORTLAND OPERA ASSOCIATION | |||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $15,000 |
| PORTLAND YOUTH PHILHARMONIC | |||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,500 |
| SCHOOLHOUSE SUPPLIES | |||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $4,000 |
| THIRD ANGLE NEW MUSIC | |||||||
| PO BOX 28225 | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $2,500 |
| WALLACE MEDICAL CONCERN | |||||||
| 124 NE 181ST AVE STE 103 | PORTLAND | OR | 97233 | NONE | PC | GENERAL OPERATING | $3,500 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,000 |
| REBUILDING TOGETHER PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $3,000 |
| LIFT URBAN PORTLAND | |||||||
| 11900 SW BOONES FERRY RD | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,500 |
| PDX JAZZ | |||||||
| 126 NE ALBERTA ST STE 002 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $3,000 |
| PLAYWRITE INC | |||||||
| PO BOX 13420 | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $2,000 |
| BLOODWORKS NORTHWEST | |||||||
| 921 TERRY AVE | SEATTLE | WA | 98104 | NONE | PC | GENERAL OPERATING | $2,500 |
| MEALS ON WHEELS | |||||||
| PO BOX 241576 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING | $7,500 |
| PORTLAND JAPANESE GARDEN | |||||||
| PO BOX 3847 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 |
| PROFILE THEATRE | |||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $10,000 |
| GLEANERS OF CLACKAMAS COUNTY INC | |||||||
| PO BOX 1660 | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $3,000 |
| FRIENDS OF BASEBALL | |||||||
| 100 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 |
| ADELANTE MUJERES | |||||||
| 2030 MAIN ST STE A | FOREST GROVE | OR | 971163049 | NONE | PC | GENERAL OPERATING | $3,000 |
| PLAY IT FORWARD | |||||||
| PO BOX 25607 | PORTLAND | OR | 97298 | NONE | PC | GENERAL OPERATING | $2,500 |
| MAYBELLE CENTER FOR COMMUNITY | |||||||
| 121 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 3910 SE STARK STREET | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 |
| OPB | |||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $20,000 |
| DOVELEWIS EMERGENCY ANIMAL HOSPITAL | |||||||
| 1945 NW PETTYGROVE STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 |
| ARTS FOR LEARNING NW | |||||||
| 1220 SW MORRISON STREET SUITE 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATING | $2,500 |
| BOYS GIRLS CLUBS | |||||||
| PO BOX 4167 | SEQUIM | WA | 98382 | NONE | PC | GENERAL OPERATING | $2,000 |
| ACTORS CONSERVATORY | |||||||
| 128 NW 11TH AVE STE 433 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $3,000 |
| READING RESULTS | |||||||
| 3115 NE SANDY BLVD STE 229 | PORTLAND | OR | 972322779 | NONE | PC | GENERAL OPERATING | $2,500 |
| DRESS FOR SUCCESS OREGON | |||||||
| 1532 NE 37TH AVENUE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 970344651 | NONE | PC | GENERAL OPERATING | $3,500 |
| PORTLAND PIANO INTERNATIONAL | |||||||
| PO BOX 6469 | PORTLAND | OR | 972286469 | NONE | PC | GENERAL OPERATING | $2,000 |
| FINANCIAL BEGINNINGS | |||||||
| 6443 SW BEAVERTON HILLSDALE HWY 430 | PORTLAND | OR | 972214228 | NONE | PC | GENERAL OPERATING | $3,000 |
| FRIENDS OF SATURDAY ACADEMY | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 972035743 | NONE | PC | GENERAL OPERATING | $2,000 |
| WORLD FORESTRY CENTER | |||||||
| 4033 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | PC | GENERAL OPERATING | $2,500 |
| GIRLS ON THE RUN OF PORTLAND METRO | |||||||
| 2337 NW YORK ST STE 202E | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 |
| BAG AND BAGGAGE PRODUCTIONS | |||||||
| 350 E MAIN ST | HILLSBORO | OR | 97123 | NONE | PC | GENERAL OPERATING | $3,000 |
| SHAKING THE TREE THEATRE | |||||||
| 823 SE GRANT ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 |
| OHSU FOUNDATION | |||||||
| ATTN BETZY FRY SR PHIL ADVISOR | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $10,000 |
| KBOO FOUNDATION | |||||||
| 20 SE 8TH AVE | PORTLAND | OR | 972141203 | NONE | PC | GENERAL OPERATING | $2,500 |
| JAZZ SOCIETY OF OREGON | |||||||
| PO BOX 19882 | PORTLAND | OR | 972800882 | NONE | PC | GENERAL OPERATING | $3,000 |
| CHAMBER MUSIC NORTHWEST | |||||||
| 1201 SW 12TH AVE STE 420 | PORTLAND | OR | 972052031 | NONE | PC | GENERAL OPERATING | $4,500 |
| METROPOLITAN YOUTH SYMPHONY | |||||||
| 4800 S MACADAM AVE STE 105 | PORTLAND | OR | 972393929 | NONE | PC | GENERAL OPERATING | $3,000 |
| ELEVATE OREGON | |||||||
| 12215 NE MARX ST | PORTLAND | OR | 972301073 | NONE | PC | GENERAL OPERATING | $5,000 |
| MAURICE LUCAS FOUNDATION | |||||||
| 7555 SW HERMOSO WAY STE 100 | TIGARD | OR | 972238684 | NONE | PC | GENERAL OPERATING | $3,500 |
| PORTLAND PLAYHOUSE | |||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 972113966 | NONE | PC | GENERAL OPERATING | $5,000 |
| ECOCHALLENGE | |||||||
| PO BOX 6381 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,500 |
| BIRD ALLIANCE OF OREGON | |||||||
| 5151 NW CORNELL RD | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $5,000 |
| COHO PRODUCTIONS | |||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $2,000 |
| RISK REWARD | |||||||
| PO BOX 14128 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| OF SHEBOYGAN COUNTY INC | SHEBOYGAN | WI | 53081 | NONE | PC | GENERAL OPERATING | $4,000 |
| COLLEGE POSSIBLE | |||||||
| 755 PRIOR AVE N STE 210 | SAINT PAUL | MN | 551041064 | NONE | I | SCHOLARSHIP | $3,000 |
| WILLAMETTE UNIVERSITY PNCA | |||||||
| 900 STATE STREET | SALEM | OR | 97301 | NONE | PC | GENERAL OPERATING | $10,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVE | WEST LINN | OR | 970684605 | NONE | PC | GENERAL OPERATING | $4,500 |
| PORTLAND COMMUNITY FOOTBALL CLUB | |||||||
| 1631 NE BROADWAY ST | PORTLAND | OR | 972321425 | NONE | PC | GENERAL OPERATING | $1,500 |
| BRAVO YOUTH ORCHESTRA | |||||||
| PO BOX 83269 | PORTLAND | OR | 97283 | NONE | PC | GENERAL OPERATING | $4,000 |
| ADVANCE GENDER EQUITY IN THE ARTS | |||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | NONE | PC | GENERAL OPERATING | $6,000 |
| WILLAMETTE FALLS TRUST | |||||||
| 911 MAIN STREET 200 | OREGON CITY | OR | 970451867 | NONE | PC | GENERAL OPERATING | $10,000 |
| Sitka Center For Art & Ecology | |||||||
| 56605 SITKA DR | OTIS | OR | 97368 | NONE | PC | GENERAL OPERATING | $2,500 |
| PATRICIA RESER CENTER FOR THE ARTS | |||||||
| 12625 SW CRESCENT ST | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $15,000 |
| FOREST PARK CONSERVANCY | |||||||
| 833 SW 11TH AVE 800 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 |
| OREGON REPERTORY SINGERS | |||||||
| PO BOX 820057 | PORTLAND | OR | 972821057 | NONE | PC | GENERAL OPERATING | $1,500 |
| TIDES FOUNDATION | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 941291704 | NONE | PC | GENERAL OPERATING | $15,000 |
| GIRLS INC OF THE PACIFIC NORTHWEST | |||||||
| 4800 S MACADAM AVE STE 309 | PORTLAND | OR | 972393927 | NONE | PC | GENERAL OPERATING | $2,500 |
| LIBRARY FOUNDATION | |||||||
| 620 SW FIFTH AVENUE SUITE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERALOPERATING | $12,000 |
| HAND2MOUTH | |||||||
| 3121 S MOODY AVE | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $1,500 |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 972322045 | NONE | PC | GENERAL OPERATING | $3,500 |
| ALS NORTHWEST | |||||||
| 825 NE MULTNOMAH ST STE 940 | PORTLAND | OR | 972322597 | NONE | PC | GENERAL OPERATING | $1,500 |
| CATHOLIC HIGH SCHOOL | |||||||
| ATTN STEVE STRAESSLE | LITTLE ROCK | AR | 72205 | NONE | PC | GENERAL OPERATING | $5,000 |
| WRITE AROUND PORTLAND | |||||||
| 133 SW 2ND AVE | PORTLAND | OR | 972043534 | NONE | PC | GENERAL OPERATING | $3,000 |
| OK YOU INC | |||||||
| 2000 NE 42ND AVE 103 | PORTLAND | OR | 972131399 | NONE | PC | GENERAL OPERATING | $3,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 |
| MINDS MATTER PORTLAND | |||||||
| 1211 SW 5TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $4,000 |
| THE GROTTO | |||||||
| 8840 NE SKIDMMORE STREET | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $10,000 |
| NW DANCE PROJECT | |||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $10,000 |
| ALBERTINA KERR CENTERS | |||||||
| 424 NE 22ND AVE | PORTLAND | OR | 972322809 | NONE | PC | GENERAL OPERATING | $3,500 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 972111411 | NONE | PC | GENERAL OPERATING | $5,000 |
| YWCA OF GREATER PORTLAND | |||||||
| PO BOX 4587 | PORTLAND | OR | 972084587 | NONE | PC | GENERAL OPERATING | $5,000 |
| TUCKER MAXON SCHOOL | |||||||
| 2860 SE HOLGATE BLVD | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON HISTORICAL SOCIETY | |||||||
| 1200 SW PARK AVE | PORTLAND | OR | 972052441 | NONE | PC | GENERAL OPERATING | $3,000 |
| METROPOLITAN FAMILY SERVICE | |||||||
| 1700 NW CIVIC DR STE 200 | GRESHAM | OR | 970303773 | NONE | PC | GENERAL OPERATING | $1,500 |
| OMSI | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $15,000 |
| PORTLAND RESCUE MISSION | |||||||
| PO BOX 3713 | PORTLAND | OR | 972083713 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON SYMPHONY ASSOCIATION | |||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 972041339 | NONE | PC | GENERAL OPERATING | $20,000 |
| UNION GOSPEL MISSION | |||||||
| ATTNDAN CLEMEXECUTIVE DIRECTOR | SALEM | OR | 97308 | NONE | PC | GENERAL OPERATING | $7,500 |
| YOUTH PROGRESS ASSOCIATION | |||||||
| 2333 SE 12TH AVE | PORTLAND | OR | 972145323 | NONE | PC | GENERAL OPERATING | $3,000 |
| IMPACT NW | |||||||
| PO BOX 33530 | PORTLAND | OR | 972923530 | NONE | PC | GENERAL OPERATING | $2,500 |
| WILLIAM TEMPLE HOUSE | |||||||
| 2023 NW HOYT ST | PORTLAND | OR | 972091211 | NONE | PC | GENERAL OPERATING | $3,000 |
| TRANSITION PROJECTS INC | |||||||
| 665 NW HOYT ST | PORTLAND | OR | 972093769 | NONE | PC | GENERAL OPERATING | $2,500 |
| ECUMENICAL MINISTRIES OF OREGON | |||||||
| 0245 SW BANCROFT ST | PORTLAND | OR | 972394258 | NONE | PC | GENERAL OPERATING | $1,500 |
| IMMIGRATION COUNSELING SERVICE | |||||||
| 519 SOUTHWEST PARK AVENUE SUITE 610 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 |
| LAKEWOOD THEATRE COMPANY | |||||||
| 368 S STATE ST | LAKE OSWEGO | OR | 970343936 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON RD | PORTLAND | OR | 972212705 | NONE | PC | GENERAL OPERATING | $4,500 |
| WHEEL TO WALK FOUNDATION | |||||||
| PO BOX 20146 | PORTLAND | OR | 972940146 | NONE | PC | GENERAL OPERATING | $1,000 |
| SERENDIPITY CENTER | |||||||
| 14815 SE DIVISION STREET | PORTLAND | OR | 97236 | NONE | PC | GENERAL OPERATING | $5,000 |
| SPECIAL OLYMPICS OREGON | |||||||
| 8313 SW CIRRUS DR | BEAVERTON | OR | 97008 | NONE | PC | GENERAL OPERATING | $2,000 |
| OPEN SCHOOL | |||||||
| 7633 N WABASH AVE | PORTLAND | OR | 97233 | NONE | PC | GENERAL OPERATING | $4,000 |
| FRIENDS OF THE COLUMBIA GORGE | |||||||
| 123 NE 3RD AVE STE 108 | PORTLAND | OR | 972322975 | NONE | PC | GENERAL OPERATING | $3,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 972111918 | NONE | PC | GENERAL OPERATING | $15,000 |
| ADAPTIVE SPORTS NORTHWEST | |||||||
| 10541 SE CHERRY BLOSSOM DR | PORTLAND | OR | 972162826 | NONE | PC | GENERAL OPERATING | $2,500 |
| PORTLAND FESTIVAL SYMPHONY | |||||||
| PO BOX 585 | PORTLAND | OR | 972070585 | NONE | PC | GENERAL OPERATING | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 2620 N COMMERCIAL AVE | PORTLAND | OR | 972271631 | NONE | PC | GENERAL OPERATING | $5,000 |
| LEACH BOTANICAL GARDEN | |||||||
| 6704 SE 122ND AVE | PORTLAND | OR | 972365037 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE BLACK UNITED FUND OF OR | |||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 |
| CIVICS LEARNING PROJECT | |||||||
| 1300 SW 6TH AVE STE 190 | PORTLAND | OR | 972013463 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | NONE | PC | GENERAL OPERATING | $5,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SW MILTON CT | TIGARD | OR | 972248024 | NONE | PC | GENERAL OPERATING | $10,000 |
| CLACKAMAS WOMENS SERVICES | |||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 970454014 | NONE | PC | GENERAL OPERATING | $3,000 |
| PORTLAND BAROQUE ORCHESTRA | |||||||
| 610 SW BROADWAY STE 605 | PORTLAND | OR | 972053407 | NONE | PC | GENERAL OPERATING | $2,500 |
| PARKINSONS RESOURCES OF OREGON | |||||||
| 8880 SW NIMBUS AVE STE B | BEAVERTON | OR | 970087111 | NONE | PC | GENERAL OPERATING | $2,500 |
| PORTLAND AREA THEATRE ALLIANCE | |||||||
| 128 NW 11TH AVE | PORTLAND | OR | 972094160 | NONE | PC | GENERAL OPERATING | $2,500 |
| OREGON BALLET THEATRE | |||||||
| 720 S BANCROFT ST | PORTLAND | OR | 972398516 | NONE | PC | GENERAL OPERATING | $15,000 |
| SMART READING | |||||||
| 480 NE 9TH AVE | PORTLAND | OR | 972322914 | NONE | PC | GENERAL OPERATING | $2,500 |
| BROADWAY ROSE THEATRE COMPANY | |||||||
| 12850 SW GRANT AVE | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $6,000 |
| NORTHWEST CATHOLIC COUNSELING CENTER | |||||||
| 8383 NE SANDY BLVD STE 205 | PORTLAND | OR | 972204967 | NONE | PC | GENERAL OPERATING | $2,000 |
| PORTLAND CENTER STAGE | |||||||
| 128 NW 11TH AVE | PORTLAND | OR | 972094160 | NONE | PC | GENERAL OPERATING | $15,000 |
| KINSHIP HOUSE | |||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 972123907 | NONE | PC | GENERAL OPERATING | $3,500 |
| CHILDRENS CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 972092872 | NONE | PC | GENERAL OPERATING | $2,500 |
| CHESS FOR SUCCESS | |||||||
| 4207 SE WOODSTOCK BLVD 271 | PORTLAND | OR | 972066267 | NONE | PC | GENERAL OPERATING | $3,000 |
| COMMUNITY TRANSITIONAL SCHOOL | |||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 972183068 | NONE | PC | GENERAL OPERATING | $4,000 |
| WHITE BIRD | |||||||
| 5620 SW EDGEMONT PL | PORTLAND | OR | 972392707 | NONE | PC | GENERAL OPERATING | $7,500 |
| FRIENDS OF ZENGER FARM | |||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 972664014 | NONE | PC | GENERAL OPERATING | $4,000 |
| BODYVOX INC | |||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 972092404 | NONE | PC | GENERAL OPERATING | $10,000 |
| FREE GEEK | |||||||
| 1731 SE 10TH AVE | PORTLAND | OR | 972143551 | NONE | PC | GENERAL OPERATING | $1,500 |
| LAN SU CHINESE GARDEN | |||||||
| 38 NW DAVIS | PORTLAND | OR | 972094061 | NONE | PC | GENERAL OPERATING | $7,500 |
| PORTLAND PARKS FOUNDATION | |||||||
| 1500 SW FIRST AVE SUITE 760 | PORTLAND | OR | 972015837 | NONE | PC | GENERAL OPERATING | $15,000 |
| OREGON SOCIETY OF ARTISTS | |||||||
| 2185 SW PARK PL | PORTLAND | OR | 972051126 | NONE | PC | GENERAL OPERATING | $1,500 |
| STORE TO DOOR | |||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 972192420 | NONE | PC | GENERAL OPERATING | $3,500 |
| PORTLAND YOUTHBUILDERS PYB | |||||||
| 4816 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $2,000 |
| PORTLAND MOUNTAIN RESCUE | |||||||
| PO BOX 5391 | PORTLAND | OR | 972285391 | NONE | PC | GENERAL OPERATING | $2,500 |
| PHAME | |||||||
| 1631 NE BROADWAY 134 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $5,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING | $2,500 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING | $2,500 |
| FRIENDLY HOUSE | |||||||
| 2617 SAVIER ST | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $3,000 |
| PORTLAND STATE UNIVERSITY | |||||||
| PO BOX 751-ORCC | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $15,000 |
| PLANNED PARENTHOOD | |||||||
| 901 NE LOOP 410 STE 508 | SAN ANTONIO | TX | 782091306 | NONE | PC | GENERAL OPERATING | $5,000 |
| OREGON JOURNALISM PROJECT | |||||||
| PO BOX 10770 | PORTLAND | OR | 972960770 | NONE | PC | GENERAL OPERATING | $15,000 |
| ALL CLASSICAL RADIO | |||||||
| 222 SW COLUMBIA STREET SUITE 300 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $20,000 |
| TRILLIUM FAMILY SERVICES | |||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $3,500 |
| OREGON ARTS WATCH | |||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $20,000 |
| PDXAMBUCS | |||||||
| 2408 SW CANBY CT | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,938 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $576,883 | 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 | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,020,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,055 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 412295107 HARDING LOEVNER INTE | |||
| 46429B697 ISHARES MSCI USA MIN | |||
| 057071722 BAIRD ULTRA SHORT BO | AT COST | $923,708 | $935,728 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $376,886 | $503,714 |
| 779572106 T ROWE PRICE SMALL C | |||
| 922908553 VANGUARD REAL ESTATE | |||
| 808524870 SCHWAB U S TIPS ETF | |||
| 46434G103 ISHARES CORE MSCI EM | AT COST | $499,400 | $663,211 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $882,638 | $1,156,782 |
| 464288646 ISHARES 1 5 YEAR INV | AT COST | $1,055,398 | $1,043,593 |
| 31635V729 FIDELITY LARGE CAP G | AT COST | $1,147,314 | $2,044,698 |
| 921921300 VANGUARD EQUITY INCO | AT COST | $880,479 | $1,779,692 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $1,854,480 | $1,758,595 |
| 464288612 ISHARES INTERMEDIATE | AT COST | $1,366,270 | $1,322,808 |
| 316146265 FIDELITY MID CAP IND | AT COST | $533,178 | $682,862 |
| 464288521 ISHARES CORE US REIT | AT COST | $529,020 | $616,617 |
| 922908710 VANGUARD 500 INDEX A | AT COST | $927,668 | $1,263,232 |
| 091936450 BLACKROCK ADVANTAGE | AT COST | $585,346 | $593,225 |
| 52471E258 CLEARBRIDGE INTERNAT | AT COST | $438,977 | $482,998 |
| CASH CASH | AT COST | $1,644 | $1,644 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $21 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE/TAXES | $1,413 | $0 | $1,413 |
| OTHER MISC EXPENSES | $4,567 | $0 | $4,567 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $234 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $234 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EARN-OUT PAYMENT ADJ | $69 |
| GRANT RECOVERY | $15,000 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,340 | $2,340 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,120 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $876 | $876 | $0 |
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