WRG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WRG FOUNDATION (EIN 13-3407905)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349100981
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T12:14:07-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133407905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRGF | BusinessNameControlTxt |
| Phone | 5033520281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BYRON GRANT 9045 NW KAISER ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYRON GRANT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5033520281 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Rosenberg | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,062,318 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $82,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $183,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$274,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,079,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$9,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,646 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,646 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,726 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $481,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $481,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $560,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$570,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,741,325 | CashBOYAmt |
| Cash EOY | $126,362 | CashEOYAmt |
| Cash EOYFMV | $126,362 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,815,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,659,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,669,745 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,887 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $199,926 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $210,324 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,756,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,185,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,062,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,756,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,185,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,756,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,185,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,756,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,185,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,756,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$570,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,185,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,185,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS 312-28614 | P | $979,974 | $978,233 | $1,741 | $1,741 | |
| RBC CAPITAL MARKETS 312-28614 | P | $704,137 | $810,687 | -$106,550 | -$106,550 | |
| PHILLIPS AND COMPANY AJD-017560 | P | $26,174 | $32,539 | -$6,365 | -$6,365 | |
| PHILLIPS AND COMPANY AJD-017560 | P | $86,855 | $73,975 | $12,880 | $12,880 | |
| PHILLIPS AND COMPANY 57X-068613 | P | $1,397,359 | $1,616,307 | -$218,948 | -$218,948 | |
| PHILLIPS AND COMPANY 57X-068613 | P | $1,797,763 | $1,842,476 | -$44,713 | -$44,713 | 2015-12-31 |
| Capital Gains Dividends | P | $87,193 | $87,193 | $87,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$274,762 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,972 | OverpaymentAmt |
| Applied To ES Tax | $9,972 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BYRON GRANT | IndividualWithBooksNm |
| Phone | 5033520281 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9045 NW KAISER ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BYRON GRANT | ||||||||
| 9045 NW KAISER ROAD | PORTLAND | OR | 97231 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEBORAH S GRANT | ||||||||
| 51 BIRDSONG WAY APT 206 | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELISE S LAUINGER | ||||||||
| 10 WIDEWATER ROAD | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,551,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $887,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $266,210 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,705,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,705,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,529,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $576,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $576,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,628 | TotalTaxAmt |
| Distributable Before Adj | $573,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $573,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $573,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $497,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $497,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $467,981 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $497,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $467,981 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $544,436 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS | |||||||
| 273 FLANDERS ROAD | BETHLEHEM | CT | 06751 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| ALBERTINA KERR CENTERS | |||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AMERICAN ENDOWMENT FOUNDATION | |||||||
| 1521 GEORGETOWN ROAD SUITE 104 | HUDSON | OH | 44236 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| AUBUDON SOCIETY OF PORTLAND | |||||||
| 5151 NW CORNELL ROAD | PORTLAND | OR | 97210 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CARVER FOUNDATION OF NORWALK | |||||||
| 7 ACADEMY STREET | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| 1600 PROVIDENCE HIGHWAY | WALPOLE | MA | 02081 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CHILDREN'S INSTITUTE | |||||||
| 1411 SW MORRISON ST 205 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| COMMUNITY SOLUTIONS | |||||||
| 14 EAST 28TH STREET PH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $21,000 |
| CORNELL ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ELLEN HERMENSON FOUNDATION | |||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| FIRST TEE OF GREATER PORTLAND | |||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE | $40,000 |
| GLADSTONE EDUCATION FOUNDATION | |||||||
| 17789 WEBSTER ROAD | GLADSTONE | OR | 97027 | NONE | PUBLIC CHARITY | CHARITABLE | $28,380 |
| GOLDEN THREAD GALLERY | |||||||
| 303 TUNXIS ROAD | WEST HARTFORD | CT | 06107 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| GRYMES MEMORIAL SCHOOL | |||||||
| PO BOX 1160 | ORANGE | VA | 22960 | NONE | PUBLIC CHARITY | CHARITABLE | $14,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HALF THE SKY FOUNDATION | |||||||
| 715 HEARST AVENUE SUITE 200 | BERKELY | CA | 94710 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HILTON HEAD HEROES | |||||||
| PO BOX 6689 | HILTON HEAD | SC | 29938 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HOLY NAME RETREAT CENTER | |||||||
| 430 BUNKER HILL ROAD | HOUSTON | TX | 77024 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| INSTITUTE OF GLOBAL HOMELESSNESS | |||||||
| 1 EAST JACKSON BOULEVARD | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| KATHMANDU VALLEY PRESERVATION TRUST | |||||||
| 36 WEST 25TH STREET 17 FL | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| PO BOX 10 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MERCY CORPS | |||||||
| PO BOX 2669 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITABLE | $90,000 |
| MOUNT ANGEL ABBEY | |||||||
| ONE ABBEY DRIVE | ST BENEDICT | OR | 97373 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF OREGON | |||||||
| 4701 SE 24TH STREET SUITE E | PORTLAND | OR | 97202 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| NATIONAL COUNCIL ON ALCOHOL | |||||||
| 244 EAST 58TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| NATIONAL WOMEN'S HOCKEY LEAGUE | |||||||
| 67 WEST STREET SUITE 401-C11 | BROOKLYN | NY | 11222 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON STREET SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| OUR LADY OF GOOD COUNSEL | |||||||
| 8601 WOLFTRAP ROAD | VIENNA | VA | 22182 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PACIFIC NORTHWEST COLLEGE OF ART | |||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PORTSMOUTH ABBEY | |||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PRECIOUS BLOOD CATHOLIC CHURCH | |||||||
| 114 EAST EDMONDSON STREET | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | |||||||
| 4805 NE GLISAN STREET SUITE 1G21 | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| SECOND HELPINGS | |||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| SQUASHBUSTERS | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| ST ANDREW NATIVITY SCHOOL | |||||||
| 4925 NE 9TH | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| ST FRANCIS BY THE SEA | |||||||
| 45 BEACH CITY ROAD | HILTON HEAD | SC | 29926 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ST JUAN DIEGO CATHOLIC CHURCH | |||||||
| 5995 NW 178TH AVENUE | PORTLAND | OR | 97229 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ST MARY'S HOME FOR BOYS | |||||||
| 16535 SW TV HIGHWAY | BEAVERTON | OH | 97006 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ST MARY'S RYKEN HIGH SCHOOL | |||||||
| 22600 CAMP CALVERT ROADE | LEONARDTOWN | MD | 20650 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| ST PIUS X CATHOLIC CHURCH | |||||||
| 1280 NW SALTZMAN ROAD | PORTLAND | OR | 97229 | NONE | PUBLIC CHARITY | CHARITABLE | $720 |
| ST TIMOTHY SCHOOL | |||||||
| 13809 POPLAR TREE ROAD | CHANTILLY | VA | 20151 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SUSAN B KOMEN BREAST CANCER FOUNDATION | |||||||
| PO BOX 650309 | DALLAS | TX | 752650309 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| UNITY CENTER FOR BEHAVORIAL HEALTH | |||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WESTERN UNIVERSITY OF HEALTH SCIENCES | |||||||
| 309 E SECOND STREET | POMONA | CA | 91766 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| YOUNG AUDIENCES OF OREGON | |||||||
| 1220 SW MORRISON SUITE 1000 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| YOUTH VILLAGES | |||||||
| PO BOX 3068 | MARYLHURST | OR | 97036 | NONE | PUBLIC CHARITY | CHARITABLE | $15,400 |
| ZERO - THE END OF PROSTATE CANCER | |||||||
| 515 KING STREET SUITE 420 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $481,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$274,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$91,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$91,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WILLIAM GRANT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BYRON GRANT 9045 NW KAISER ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $82,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORNICK GARBER & SANDLER, LLP | CategoryTxt |
| Amt | $12,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 125 SHS - GLOBAL WEALTH - ORD | $1 | $1 |
| 50,000 SHS - GLOBAL WEALTH - PFD | $50,000 | $18,000 |
| 1,429 SHS - ACI GLOBAL CORP | $2,001 | $0 |
| SECURITIES HELD AT RBC CAPITAL MARKETS | $2,884,345 | $2,553,902 |
| SECURITIES HELD AT PHILLIPS AND COMPANY | $7,723,184 | $8,097,842 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNBLEST INC. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $55,887 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE CONTRACT | Desc |
| BOY Book Value | $199,926 | BOYBookValueAmt |
| EOY Book Value | $199,926 | EOYBookValueAmt |
| EOYFMV | $210,324 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $1,750 | $0 | $1,750 |
| INVESTMENT ADVISORY FEES | $51,726 | $51,726 | $0 |
| FILING FEES | $750 | $0 | $750 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WILLIAM GRANT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9045 NW KAISER ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97231 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $11,767 | $0 | $0 |
| FOREIGN TAX WITHHELD | $104 | $104 | $0 |
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