JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2015
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- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-29
- IRS object ID
- 201613039349100201
- Schema version
- 2015v2.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-29T15:00:17-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 97305070 | 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 | 2016-09-08 | 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 | 2016-09-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,506,829 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $241,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $555,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,494,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $555,461 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $797,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $797,147 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,791 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $150,112 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,679 | 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 | $28,623 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,422 | 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 | $6,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $588,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $588,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $792,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $643,613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $374,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,614 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,838 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,263,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,430,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,486,194 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,705,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,049,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,099,626 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,648,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,690,395 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,354,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,358,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,506,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,354,020 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,358,597 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,354,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,358,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,354,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,358,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,354,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,358,597 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,358,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 65735.096 NUVEEN FUNDS CORE BD FD I | 2003-05-12 | 2015-09-01 | $648,805 | $690,876 | -$42,071 | -$42,071 | |
| 5188.713 PRICE T ROWE GROWTH STK FD INC COM | 2015-09-01 | $277,907 | $191,301 | $86,606 | $86,606 | ||
| 4011.683 ROWE T PRICE MID-CAP GROWTH FD INC | 2015-09-01 | $309,702 | $272,108 | $37,594 | $37,594 | ||
| 1426.27 NUVEEN SANTA BARBARA DIV GROWTH FD I | 2011-09-02 | 2015-10-14 | $49,135 | $32,490 | $16,645 | $16,645 | |
| 410.034 NUVEEN SANTA BARBARA DIV GROWTH FD I | 2011-09-02 | 2015-11-25 | $14,441 | $9,341 | $5,100 | $5,100 | |
| 5369.836 PRICE T ROWE GROWTH STK FD INC COM | 2010-12-20 | 2015-11-25 | $312,578 | $172,372 | $140,206 | $140,206 | |
| 268.161 ROWE T PRICE MID-CAP GROWTH FD INC | 2013-06-07 | 2015-11-25 | $22,064 | $17,602 | $4,462 | $4,462 | |
| 2966.967 VANGUARD EQUITY INCOME ADM | 2013-12-23 | 2015-11-25 | $194,396 | $182,528 | $11,868 | $11,868 | |
| 1580.17 AMERICAN EUROPACIFIC GRTH F2 | 2016-03-30 | 2016-05-13 | $68,753 | $70,017 | -$1,264 | -$1,264 | |
| 12914.335 RUSSELL EMERGING MARKETS CL S | 2006-05-03 | 2016-05-13 | $184,417 | $300,000 | -$115,583 | -$115,583 | |
| CAPITAL GAIN DIVIDENDS | $411,898 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $555,461 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $658,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,956,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047165 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $666,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,552,976 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $629,147 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,674,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049637 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $635,393 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,114,414 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $600,953 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,411,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048419 | DistributionYr5Rt |
| Total Distribution | 0.246864 | TotalDistributionRt |
| Average Distribution | 0.049373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,368,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $660,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $666,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $613,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,068 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,196 | OverpaymentAmt |
| Applied To ES Tax | $2,196 | 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 | 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 NA | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | TRUSTEE | 1 | $142,791 |
| JULIE VIGELAND | ||||||
| 1517 SW COLLEGE ST | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| STOEL RIVERS LLP | ||||||
| 900 SW FIFTH SUITE 2600 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | $12,000 |
| 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 | $13,006,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $565,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,571,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,571,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,368,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,872 | TotalTaxAmt |
| Distributable Before Adj | $655,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $655,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $655,533 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,835 | 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 | $613,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $613,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $613,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,448 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,448 | 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 | $37,250 | 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
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 (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERTINA KERR CENTER | ||||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $4,500 | |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON | PORTLAND | OR | 97205 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| BIG BROTHERS BIG SISTERS NORTHWEST | ||||||||
| 1827 NE 44TH AVE | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BIRCH COMMUNITY SERVICES | ||||||||
| 17780 NE SAN RAFAEL | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $8,000 | |
| BRADLEY ANGLE HOUSE | ||||||||
| 5432 N ALBINA ST | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROADWAY ROSE THEATRE CO | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,000 | |
| 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 | $5,000 | |
| THE CHILDRENS BOOK BANK | ||||||||
| 2680 SW RAVENSVIEW DRIVE | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CHAMBER MUSIC NORTHWEST | ||||||||
| 522 SW 5TH AVE STE 920 | PORTLAND | OR | 97204 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| 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 | $1,500 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| 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 | |
| DRESS FOR SUCCESS OREGON | ||||||||
| 1532 NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ECUMENICAL MINISTRIES OF OR | ||||||||
| 0245 SW BANCROFT ST STE B | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATINGP | $2,500 | |
| ELEVATE OREGON | ||||||||
| 12730 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $4,000 | |
| 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 | |
| I HAVE A DREAM FOUNDATION OREGON | ||||||||
| 2916 NE ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $10,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PC | GENERAL OPERATING | $3,500 | |
| IMPACT NW | ||||||||
| 10055 E BURNSIDE ST | PORTLAND | OR | 97216 | NONE | PC | GENERAL OPERATING | $2,000 | |
| JOIN | ||||||||
| 1435 NE 81ST AVE STE 100 | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $2,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 102 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $7,000 | |
| LITERARY ARTS | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $4,000 | |
| MACDONALD CENTER | ||||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $1,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | |
| MORRISON CHILD & FAMILY SERVICES | ||||||||
| 1035 NE SANDY BLVD | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MUSEUM OF THE CITY | ||||||||
| 3332 NW SAVIER ST | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NW CHILDREN'S THEATER & SCHOOL | ||||||||
| 1819 NW EVERETT ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,500 | |
| 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 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OPEN MEADOW ALTERNATIVE SCHOOL | ||||||||
| 7621 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $4,000 | |
| OREGON BALLET THEATRE | ||||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $8,000 | |
| OREGON CHILDREN'S THEATRE | ||||||||
| 1939 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON COMMUNITY FDN | ||||||||
| 1221 SW YAMHILL ST STE 100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $11,000 | |
| OREGON NATURAL DESERT ASSOCIATION | ||||||||
| 50 SW BOND ST STE 4 | BEND | OR | 97702 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $14,000 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PHAME ACADEMY | ||||||||
| 1631 NE BRAIDWAY 134 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PORTLAND ART MUSEUM | ||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $5,000 | |
| 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 | $12,500 | |
| PORTLAND CHILDREN'S MUSEUM | ||||||||
| 4015 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND COMMUNITY COLLEGE FDN | ||||||||
| PO BOX 19000 | PORTLAND | OR | 97280 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND SYMPHONIC CHOIR | ||||||||
| PO BOX 1517 | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND WOMEN'S CRISIS LINE | ||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $4,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PORTLAND YOUTHBUILDERS | ||||||||
| 4816 SE 92ND AVENUE | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PORTLAND ACTORS CONSERVATORY | ||||||||
| 1436 SW MONTGOMERY STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $3,500 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $4,500 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WARNER PACIFIC COLLEGE | ||||||||
| 2219 SE 68TH AVE | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATING | $4,000 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK ST STE 100 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WRITE AROUND PORTLAND | ||||||||
| 917 SW OAK STREET SUITE 406 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,500 | |
| YWCA OF GREATER PORTLAND | ||||||||
| 1111 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2740 SE POWELL BLVD 1 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $3,500 | |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PC | GENERAL SUPPORT | $1,000 | HOUSING |
| DE LA SALLE NORTH CATHOLIC | ||||||||
| 7528 N FENWICK AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $3,500 | HIGH SCHOOL |
| LAN SU CHINESE GARDEN | ||||||||
| 127 NW THIRD AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OUR HOUSE OF PORTLAND | ||||||||
| 2727 SE ALDER | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $4,500 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | GENERAL SUPPORT | $47,000 | |
| PORTLAND JAZZ FESTIVAL | ||||||||
| 133 SW 2ND AVE STE 420 | PORTLAND | OR | 97204 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SMART | ||||||||
| 101 SW MARKET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $7,500 | |
| SNOW CAP | ||||||||
| PO BOX 160 | FAIRVIEW | OR | 97024 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LIVING HOPE INTERNATIONAL | ||||||||
| 4035 SE 82ND AVE | PORTLAND | OR | 97266 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CONFLUENCE | ||||||||
| 1701 BROADWAY 144 | VANCOUVER | WA | 98663 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $5,000 | COLUMBIA WILLAMETTE |
| NORTHWEST OUTWARD BOUND SCHOOL | ||||||||
| 619 SW 11TH ST SUITE 225 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| MEALS ON WHEELS | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PITTOCK MANSION SOCIETY | ||||||||
| 3229 NW PITTOCK DRIVE | PORTLAND | OR | 97210 | NONE | PC | GENERAL OPERATING | $4,000 | |
| SOLVE | ||||||||
| 2000 SW 1ST AVE SUITE 400 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WORLD SALMON COUNCIL | ||||||||
| PO BOX 80311 | PORTLAND | OR | 97280 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING | $1,500 | |
| PENDULUM AERIAL ARTS | ||||||||
| 2525 SW PATTON ROAD | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GALES CREEK CAMP FOUNDATION | ||||||||
| 7110 SW FIR LOOP STE 170 | PORTLAND | OR | 97223 | NONE | PC | GENERAL OPERATING | $1,500 | |
| ST ANDREW LEGAL CLINIC | ||||||||
| 807 NE ALBERTA STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| PROFILE THEATRE | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BOULEVARD | PORTLAND | OR | 97203 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE CHILDREN'S COURSE | ||||||||
| 9825 RIVER ROAD | GLADSTONE | OR | 97027 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ARTS MIDWEST | ||||||||
| 2908 HENNEPIN AVE SUITE 200 | MINNEAPOLIS | MN | 55048 | NONE | PC | GENERAL OPERATING | $6,000 | |
| SERENDIPITY CENTER | ||||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATING | $2,000 | |
| VICTORY ACADEMY INC | ||||||||
| PO BOX 428 | TUALATIN | OR | 97062 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SAVE THE PT BOAT INC | ||||||||
| PO BOX 13422 | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $1,361 | |
| MARTHA & MARY MINISTRIES | ||||||||
| 4303 SE HENDERSON ST | PORTLAND | OR | 97206 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE SALVATION ARMY | ||||||||
| 2010 NW KEARNEY ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $2,500 | WEST WOMEN'S & CHILDREN'S SHELTER |
| NEW SONG SCHOOL | ||||||||
| 11687 NE GLISAN ST | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $1,500 | |
| RACC DBA WORK FOR ART | ||||||||
| 411 NW PARK AVENUE SUITE 101 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $4,000 | |
| RISKREWARD | ||||||||
| 2344 SE 53RD AVE | PORTLAND | OR | 97215 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FRIENDS OF THE HISTORIC COLUMBIA & | ||||||||
| PO BOX 50 | BRIDAL VEIL | OR | 97010 | NONE | PC | GENERAL OPERATING | $3,000 | RIVER HIGHWAY |
| PARKINSON'S RESOURCES OF OREGON | ||||||||
| 3975 MERCANTILE DRIVE SUITE 154 | PORTLAND | OR | 97035 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BLUE SKY GALLERY | ||||||||
| 122 NW 8TH AVENUE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| OREGON JEWISH MUSEUM & CENTER FOR | ||||||||
| 1953 NW KEARNEY STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | HOLOCAUST EDUCATION |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORTLAND'S FOUNDATION | ||||||||
| 1111 SW BROADWAY | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $2,500 | |
| YOUTH MUSIC PROJECT | ||||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CHALKBOARD PROJECT | ||||||||
| 221 NW SECOND AVE SUITE 203 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRITT MUSIC & ARTS FESTIVAL | ||||||||
| 216 W MAIN ST | MEDFORD | OR | 97501 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ROCKWOOD CDC | ||||||||
| 4233 SE 182ND AVE | GRESHAM | OR | 97030 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DEPAVE | ||||||||
| PO BOX 12503 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COLLEGE POSSIBLE | ||||||||
| 532 SE GRAND AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ZENGER FARM | ||||||||
| 11741 SE FOSTER ROAD | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JAPANSE GARDEN SOCIETY OF OREGON | ||||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PC | GENERAL OPERATING | $8,000 | |
| SELF ENHANCEMENT FOUNDATION | ||||||||
| 3920 NORTH KERBY AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OMSI | ||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $8,000 | |
| CIRCUS PROJECT | ||||||||
| 1420 NW 17TH SUITE 888 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ALL CLASSICAL PORTLAND | ||||||||
| 211 SE CARUTHERS SUITE 200 | PORTLAND | OR | 97214 | NONE | PC | GENERAL | $2,500 | |
| SOUTHWEST COMMUNITY HEALTH CENTER | ||||||||
| 7754 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $3,000 | |
| 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 | $4,000 | |
| RAPHAEL HOUSE OF PORTLAND | ||||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $3,000 | |
| VOLUNTEERS OF AMERICA OREFON | ||||||||
| 3910 SE STARK | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NORTHWEST DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $3,500 | |
| BAG AND BAGGAGE PODUCTIONS INC | ||||||||
| PO BOX 3176 | HILLSBORO | OR | 97123 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHWEST CATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PORTLAND | OR | 97220 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LIFT URBAN PORTLAND | ||||||||
| 11900 SW BOONES FERRY ROAD | PORTLAND | OR | 97230 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HOLLYWOOD THEATRE | ||||||||
| 1827 NE 44TH AVENUE 130 | PORTLAND | OR | 97213 | NONE | PC | GENERAL OPERATING | $4,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL AVE | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OBO ADDY LEGACY PROJECT | ||||||||
| 7725 N FOWLER AVE | PORTLAND | OR | 97217 | NONE | PC | GENERAL OPERATING | $1,000 | |
| OREGON ARTS WATCH | ||||||||
| 2146 NE 14TH STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF TIMBERLINE | ||||||||
| PO BOX 69544 | PORTLAND | OR | 97239 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MARYLHURST UNIVERSITY | ||||||||
| PO BOX 261 | MARYLHURST | OR | 97036 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| OREGON COLLEGE OF ART & CRAFT | ||||||||
| 8245 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | PC | GENERAL OPERATING | $3,000 | |
| OREGON FOOD BANK | ||||||||
| PO BOX 55370 | PORTLAND | OR | 97238 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OHSU FOUNDATION | ||||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OREGON REPERTORY SINGERS | ||||||||
| 909 SW WASHINGTON STREET | PORTLAND | OR | 97205 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO BOX 751-ORCC | PORTLAND | OR | 97207 | NONE | PC | GENERAL OPERATING | $4,000 | FOUNDATION |
| UNIVERSITY OF OREGON FOUNDATION | ||||||||
| 360 E 10TH AVENUE SUITE 202 | EUGENE | OR | 97401 | NONE | PC | GENERAL OPERATING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $588,861 | 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 | $241,686 | 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 | $555,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $797,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $797,147 | 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 | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NUVEEN FUNDS CORE BD FD I | $1,389,712 | $1,396,100 |
| BAIRD AGREGATE BOND FD INSTL | $1,660,197 | $1,703,526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROWE T PRICE MID-CAP GROWTH FD | $548,844 | $622,341 |
| RUSSELL EMERGING MARKETS CL S | ||
| T ROWE PRICE GROWTH STK #40 | $1,021,543 | $1,604,873 |
| LAUDUS INTL MARKETMASTERS | $474,340 | $596,414 |
| AMERICAN EUROPACIFIC GRTH | $1,154,221 | $1,283,722 |
| NUVEEN INFLATION PRO SEC FD | $293,658 | $288,856 |
| NUVEEN REAL ESTATE SECS | $572,749 | $715,927 |
| NUVEEN SANTA BARBARA DIV GRWTH | $532,263 | $806,807 |
| T ROWE PRICE SC STOCK | $595,499 | $709,254 |
| VANGUARD EQUITY INCOME | $1,236,892 | $1,858,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES BARCLAYS INTERM GOVT E | AT COST | $1,513,301 | $1,548,474 |
| ISHARES CORE MSCI EMERGING MKT | AT COST | $134,764 | $141,921 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SPIRE TECHNOLOGIES | $3,105 | $0 | $3,105 |
| STATE CHARITABLE FILING FEE | $1,170 | $0 | $1,170 |
| GRANTMAKERS RENEWAL | $2,520 | $0 | $2,520 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,217 | $3,217 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $10,133 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $15,068 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $205 | $205 | $0 |
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