EVERGREEN CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN CHARITABLE TRUST (EIN 93-1247149)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-08-04
- IRS object ID
- 201642179349100404
- 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
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-04T10:10:30-05:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931249444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANSON VAUGHAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1564 COMMERCIAL ST SE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973024310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931247149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 5033653950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 LIBERTY ST SE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PINE | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 5033653950 | PhoneNum |
| Signature | 2016-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A VAUGHAN | PreparerPersonNm |
| PTIN | P00163794 | PTIN |
| Phone | 5033618680 | PhoneNum |
| Preparation | 2016-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,054,777 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,482 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,094 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,387 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,816 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,816 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $90 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $255 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $255 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,065 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,553 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,553 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,205 | CashBOYAmt |
| Cash EOY | $2,144 | CashEOYAmt |
| Cash EOYFMV | $2,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $922,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $955,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,052,054 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $578 | AcctRcvblAmt |
| Acct Rcvbl BOY | $748 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $578 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $578 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $927,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,054,777 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $88,760 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,992 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $88,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,992 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $326,706 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $362,545 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $511,888 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $521,526 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $838,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $884,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $958,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $838,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,637 | OtherIncreasesAmt |
| Subtotal | $884,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $884,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $614,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,553 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD PINE | IndividualWithBooksNm |
| Phone | 5033653950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 LIBERTY ST SE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97302 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD PINE | ||||||||
| 1640 LIBERTY ST SE | SALEM | OR | 97302 | MANAGING TRU | 0.00 | $0 | $0 | $0 |
| DEBRA PINE | ||||||||
| 1640 LIBERTY ST SE | SALEM | OR | 97302 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KYLIE PINE | ||||||||
| 1640 LIBERTY ST SE | SALEM | OR | 97302 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HELPED INDIVIDUALS AND CORPORATIONS BUILD CHARITABLE ENDOWMENTS AND THEREBY FUND GRANTS TO PUBLIC SERVICE GROUPS AND SIMILAR ORGANIZATIONS. | Description1Txt |
| Expenses1 | $11,553 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,553 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,553 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $11,553 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $11,553 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,553 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,553 | CurrentYearAmt |
| Year1 | $614,172 | Year1Amt |
| Total | $625,725 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,553 | CurrentYearAmt |
| Year1 | $614,172 | Year1Amt |
| Total | $625,725 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| FRIENDS OF THE SALEM SENIOR CENTER | ||||||
| 2615 PORTLAND RD NE | SALEM | OR | 97301 | PUBLIC SERVICE GROUP | $10,000 | |
| SALEM FIRE FOUNDATION | ||||||
| PO BOX 2920 | SALEM | OR | 97308 | PUBLIC SERVICE GROUP | $100 | PC |
| SALEM POLICE FOUNDATION | ||||||
| PO BOX 2631 | SALEM | OR | 973082631 | PUBLIC SERVICE GROUP | $50 | PC |
| LIBERTY HOUSE | ||||||
| 2685 4TH ST NE | SALEM | OR | 97301 | PUBLIC SERVICE GROUP | $1,403 | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,553 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,437 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $877 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,210 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,524 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,524 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| O'NEILL PINE COMPANY | ||||||
| 1 | 1640 LIBERTY ST SE | SALEM | OR | 97302 | $18,265 | Yes (X) |
| RICHARD PINE | ||||||
| 2 | 1630 SUMMER ST SE | SALEM | OR | 97302 | $12,148 | Yes (X) |
| FINANCIAL PRODUCTS AND SERVICES INC | ||||||
| 3 | PO BOX 7 | SALEM | OR | 973080007 | $9,433 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,816 | Amt |
| Net Investment Income | $3,816 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | STANCORP FINANCIAL GROUP | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-03 | SoldDt |
| Gross Sales Price | $54,740 | GrossSalesPriceAmt |
| Basis | $34,310 | BasisAmt |
| Total Net | $20,430 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $10,387 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PREMIUMS | $29,542 | $29,542 |
| OTHER EXPENSES | $1,523 | $1,523 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED FUNDS | Desc |
| Amt | $9,637 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACORN FIXED DISTRIBUTABLES | $62,453 | $49,791 |
| ACORN VARIABLE DISTRIBUTABLE | $11,568 | $8,524 |
| CUSTOM FUND DISTRIBUTABLE | $7,545 | $7,163 |
| EVERGREEN ENDOWMENT FUND DISTRIBUTAB | $3,317 | $746 |
| INTERNAL LOAN FROM ENDOWMENT | $3,877 | |
| BIRTHDAY CLUB PAYABLE | $334 | |
| OTHER DISTRIBUTABLES | $7,434 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $90 | Amt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
Comments