BETA

ALICE C TYLER PERPETUAL TR 121693: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALICE C TYLER PERPETUAL TR 121693 (EIN 95-6967787)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-30
IRS object ID
201513039349100626
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-30T16:23:40-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN562345716PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOAG & ROBI INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12660 TOWNSGATE ROAD STE 330AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956967787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALICE C TYLER PERPETUAL TRUSTBusinessNameLine1Txt
Business Name Line2ATTN ANDERS BROWN CHAIRMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALICBusinessNameControlTxt
Phone2066698452PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12431 WARREN AVENUE NORTHAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDERS BROWNPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2066698452PhoneNum
Signature2015-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY R WILSONPreparerPersonNm
PTINP00104951PTIN
Phone8054948414PhoneNum
Preparation2015-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,071,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,171InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,171InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$311,609DividendsRevAndExpnssAmt
Dividends Net Invst Incm$311,609DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$261,657NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,810,302GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$261,657CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,635OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,635OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$596,072TotalRevAndExpnssAmt
Total Net Invst Incm$596,072TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$49,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,950CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$44,550CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,958LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,479LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,479LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,263AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,262AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$82,437OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$82,437OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,948TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$24,590TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,459TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$22,131TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,576OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,710OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,866OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$185,534TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,298TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$79,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$370,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$370,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$555,534TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,298TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$449,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,538ExcessRevenueOverExpensesAmt
Net Investment Income$494,774NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$318,279SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$287,466SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$287,466SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,964PrepaidExpensesBOYAmt
US Government Obligations BOY$100,050USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,032USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$117,542USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,256,040CorporateStockBOYAmt
Corporate Stock EOY$5,343,198CorporateStockEOYAmt
Corporate Stock EOYFMV$8,535,733CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,989,338CorporateBondsBOYAmt
Corporate Bonds EOY$1,982,385CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,130,991CorporateBondsEOYFMVAmt
Other Assets BOY$3,888OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,671,560TotalAssetsBOYAmt
Total Assets EOY$7,713,082TotalAssetsEOYAmt
Total Assets EOYFMV$11,071,733TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$984OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$984TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,671,560RetainedEarningBOYAmt
Retained Earning EOY$7,712,098RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,671,560TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,712,098TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,671,560TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,713,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,671,560TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,538ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,712,098SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,712,098TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - WCT LTP$467,291$315,043$152,248$152,248
PUBLICLY TRADED SECURITIES - CS STP$295,662$306,195-$10,533-$10,533
PUBLICLY TRADED SECURITIES - CS LTP$1,042,630$927,407$115,223$115,223
CAPITAL GAINS DIVIDENDSP$4,719$4,719$4,719
FieldValueIRS element (for citing)
Capital Gain Net Income$261,657CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$584,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,642,809NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060625DistributionYr1Rt
Adjusted Qlfy Distri Yr2$524,697AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,307,308NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056375DistributionYr2Rt
Adjusted Qlfy Distri Yr3$341,635AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,238,015NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036981DistributionYr3Rt
Adjusted Qlfy Distri Yr4$428,051AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,466,531NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050558DistributionYr4Rt
Adjusted Qlfy Distri Yr5$139,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,677,418NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.018151DistributionYr5Rt
Total Distribution0.222690TotalDistributionRt
Average Distribution0.044538AverageDistributionRt
Net Vl Noncharitable Assets$2,104,764NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,742AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,948NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$98,690AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$449,288QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,964EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$4,000AppliedToEsTaxAmt
Total Payments And Credits$7,964TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Overpayment$3,004OverpaymentAmt
Applied To ES Tax$3,004AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOAG ROBI INCIndividualWithBooksNm
Phone8054948414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12660 TOWNSGATE ROAD SUITE 330AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
MARTHA APPELLO
113 RIDGEVIEW LANE BLDG 4MT ARLINGTONNJ07856TRUSTEE1.00$5,000$0$0
DR PAUL H BARBER
UCLA 610 CHARLES E YOUNG DRIVELOS ANGELESCA90095TRUSTEE1.00$5,000$0$0SOUTH
ALLYN E BROWN ESQ
31900 NE CANTER LANESHERWOODOR97140TRUSTEE1.00$5,000$0$0
COURTNEY L BROWN
119 NE MONROE STREETPORTLANDOR97212TRUSTEE1.00$5,000$0$0
JOHN HOAG
1013 WINDMILL ROADDRIPPING SPRINGSTX78620TRUSTEE1.00$5,000$0$0
STEPHANIE PICKERING
4633 HUTSON DRIVEPARKDALEOR97041TRUSTEE1.00$2,500$0$0
NANCY SHARP
27152 B VIA CHICUELINASAN JUAN CAPISTRANOCA92675TRUSTEE1.00$5,000$0$0
ANDERS M BROWN
2431 WARREN AVENUE NORTHSEATTLEWA98109CHAIRMAN, MANAGER, & TRUSTEE5.00$17,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,585,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,570AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,665,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,665,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$560,293CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,104,764NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,238MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,238MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Total Tax$4,948TotalTaxAmt
Distributable Before Adj$100,290DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,290DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,290DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$449,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$449,288QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,948PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$444,340AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,290DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$36,979ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$114,532ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$151,511TotalExcessDistributionCyovAmt
Qualifying Distributions$449,288QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,290AppliedToCurrentYearAmt
Remaining Distri From Corpus$348,998RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$500,509TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$500,509ExcessDistriCyovToNextYrAmt
Excess From Year2$36,979ExcessFromYear2Amt
Excess From Year1$114,532ExcessFromYear1Amt
Excess From Current Year$348,998ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONSERVATION ACTION RESEARCH NETWORK
3463 TUNA CANYON ROADTOPANGACA90290N/APUBLIC CHARITYSUPPORT PLANNING AND CONSTRUCTION OF A RESEARCH FACILITY IN BALI, INDONESIA.$250,000
CRAG LAW CENTER
917 SW OAK STREET SUITE 417PORTLANDOR97205N/APUBLIC CHARITYFUNDING FOR PROGRAMS INCLUDING ADVOCACY AND LEGAL REPRESENTATION ON ENVIRONMENTAL ISSUES.$50,000
ENVIRONMENTAL LAW ALLIANCE WORLDWIDE
1877 GARDEN AVENUEEUGENEOR97403N/APUBLIC CHARITYSUPPORT FOR GENERAL PROGRAM ACTIVITIES, INCLUDING TOOLS, TRAINING, AND SUPPORT OF LOCAL PARTNERS/GROUPS IN SOUTH ASIA ADVOCATING ON BEHALF OF CHILDREN AGAINST ENVIRONMENTAL CONTAMINATION.$25,000
KIDWORKS COMMUNITY DEVELOPMENT CORPORATION
1902 WEST CHESTNUT AVENUESANTA ANACA92703N/APUBLIC CHARITYFUNDING FOR PROGRAMS IN SUPPORT OF AT-RISK CHILDREN IN SOUTHERN CALIFORNIA.$25,000
THE XERCES SOCIETY INC
628 NE BROADWAY SUITE 200PORTLANDOR97232N/APUBLIC CHARITYFUNDING FOR PROGRAMS IN CONSERVATION OF INVERTEBRATES AND THEIR HABITATS.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$370,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF OREGONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11720 EAST 13TH AVENUE STE 31AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97403ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusEOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeINSTALLMENT PAYMENT TOWARD CONSTRUCTION OF THE TYLER INVENTION GREENHOUSE FOR ENVIRONMENTAL COLLABORATION AND RESEARCH.GrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,171ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$311,609ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,635ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$261,657ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$596,072ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$596,072TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$8,525Amt
Net Investment Income$4,263NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,262DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationCASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $370,0001/2 CURRENT OPERATING EXPENSES 90,2932014 COMMITTED GRANTS PAID IN 2015 100,000 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $560,293ShortExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS & BOND FUNDSBondNm
EOY Book Value$1,982,385EOYBookValueAmt
EOYFMV$2,130,991EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK, EQUITY FUNDS, OTHERStockNm
EOY Book Value$5,343,198EOYBookValueAmt
EOYFMV$8,535,733EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$100,032StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$117,542StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$2,958LegalFeesAmt
Net Investment Income$1,479NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,479DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADDL INCOME REPORTED ON 1099 STMTSDesc
BOY Book Value$3,888BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMIN EXPENSES$4,646$2,323$2,323
FOREIGN TAX ON INVESTMENTS$2,845$2,845$0
STATE FILING FEES$85$42$43
MARKETING & WEBSITE$5,000$500$4,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OAKTREE CAPITAL GROUP LLC$178$178$178
OTHER INCOME (WCT)$105$105$105
OTHER INCOME (CS)$1,352$1,352$1,352

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$984EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAN/INVESTMENT ADVISORY SERVICESCategoryTxt
Amt$82,437Amt
Net Investment Income$82,437NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCY FEDERAL EXCISE TAXESCategoryTxt
Amt$4,948Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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