THE SHADOW FUNDERS INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SHADOW FUNDERS INC (EIN 20-2031200)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349100428
- 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
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T13:45:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202031200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shadow Funders Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SHAD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | michael e hagland | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $879,188 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $695,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,650 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,650 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $455 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,571 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $142,994 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $135,262 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $135,567 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $499,282 | CorporateStockBOYAmt |
| Corporate Stock EOY | $479,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $607,768 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $78,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $104,282 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $745,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $750,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $879,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $745,142 | RetainedEarningBOYAmt |
| Retained Earning EOY | $750,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $745,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $750,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $745,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $750,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $745,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,649 | ExcessRevenueOverExpensesAmt |
| Subtotal | $750,791 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $750,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $695,573 | GrossSalesPriceAmt |
| Cost Or Other Basis | $603,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $92,052 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $92,052 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,052 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $867,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,057 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $810,498 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100009 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $860,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.14812 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $876,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $788,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080725 | DistributionYr5Rt |
| Total Distribution | 0.456693 | TotalDistributionRt |
| Average Distribution | 0.091339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $892,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,454 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,075 | 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 | $963 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $963 | SubtotalAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,127 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $848 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,975 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,012 | OverpaymentAmt |
| Applied To ES Tax | $1,012 | AppliedToESTaxAmt |
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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Christina E Haglund | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Erick J Haglund | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Melissa Haglund | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Michael E Haglund | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Molly G Haglund | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| 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 | $870,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $905,766 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $905,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $892,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $963 | TotalTaxAmt |
| Distributable Before Adj | $43,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,646 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,075 | 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 | $89,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $963 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,646 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $67,268 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,075 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,429 | RemainingDistriFromCorpusAmt |
| Total Corpus | $187,921 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $187,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $67,268 | ExcessFromYear3Amt |
| Excess From Year2 | $41,672 | ExcessFromYear2Amt |
| Excess From Year1 | $33,552 | ExcessFromYear1Amt |
| Excess From Current Year | $45,429 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA HAGLUND | ContributingManagerNm |
| Contributing Manager | MICHAEL E HAGLUND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS PARISH | |||||||
| 3847 NE GLISAN ST | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $5,000 |
| ALL SAINTS PARISH | |||||||
| 3847 NE GLISAN ST | PORTLAND | OR | 97232 | N/A | PC | All Saints School Scholarship Fund | $3,000 |
| ARCHBISHOP'S CATHOLIC APPEAL | |||||||
| PO BOX 15149 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $2,500 |
| BLANCHET HOUSE OF HOSPITALITY | |||||||
| 340 NW GLISAN STREET | PORTLAND | OR | 97232 | N/A | PC | Capital Campaign Project | $5,000 |
| BLANCHET HOUSE OF HOSPITALITY | |||||||
| 340 NW GLISAN STREET | PORTLAND | OR | 97232 | N/A | PC | Capital Campaign Project | $10,000 |
| CATHOLIC CHARITIES | |||||||
| 2740 SE POWELL BLVD | PORTLAND | OR | 97202 | N/A | PC | New Building Capital Campaign Project | $10,000 |
| CENTER AGAINST RAPE AND DOMESTIC VIOLENCE | |||||||
| PO BOX 914 | CORVALLIS | OR | 97339 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2401 SE STARK ST | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $40,000 |
| FRIENDS OF OUTDOOR SCHOOL | |||||||
| PO BOX 82684 | PORTLAND | OR | 97282 | N/A | PC | General & Unrestricted | $1,000 |
| KBOO FOUNDATION | |||||||
| 20 SE 8TH AVE | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC | |||||||
| 3727 NE ML KING JR BLVD | PORTLAND | OR | 97212 | N/A | PC | General & Unrestricted | $500 |
| VALENTINO ACHAK DENG FOUNDATION | |||||||
| 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,583 | 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 | $92,052 | 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 | $107,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,650 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUDADANOS EN APOYO A LOS DERECHOS HUMAN | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P MIER 617 PTE CP64000 | AddressLine1Txt |
| City | MONTERREY | CityNm |
| Province Or State | NL | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-09-03 | GrantDt |
| Grant | $12,000 | GrantAmt |
| Purpose Of Grant | TO SUPpORT THE AUDIO VISUAL PROJECT | PurposeOfGrantTxt |
| Expended By Grantee | $12,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/24/14 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NONE NECESSARY | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE CORP - 2.625% - 01/15/2 | $2,908 | $2,748 |
| ASTRAZENECA PLC NT - 5.900% - | $4,329 | $4,485 |
| BERKSHIRE HATHAWAY FIN CORP - | $3,051 | $3,026 |
| BP CAPITAL MARKETS - 3.875% - | $2,076 | $2,013 |
| CANADIAN NAT RES LTD NT - 5.70 | $4,223 | $4,336 |
| CATERPILLAR FINL SVCS MTNS - 7 | $2,505 | $2,393 |
| COMCAST CORP NT - 6.300% - 11/ | $2,192 | $2,265 |
| DEERE JOHN CAP CORP - 2.250% - | $4,048 | $4,036 |
| DEUTSCHE BK AG FR - 3.70% - 05 | $3,004 | $3,044 |
| DIRECTV HLDGS LLC / DIRECTV - | $3,107 | $3,078 |
| ENTERPRISE PRODUCTS BD - 5.200 | $2,164 | $2,206 |
| EXELON CORP NT - 4.900% - 06/1 | $3,047 | $3,054 |
| GE CAP CORP SER A - 5.625% - 9 | $5,829 | $5,550 |
| GLAXOSMITHKLINE CAP - 5.650% - | $4,344 | $4,506 |
| GOLDMAN SACHS GROUP INC - 5.37 | $2,149 | $2,241 |
| HEWLETT PACKARD CO NT - 2.600% | $3,051 | $3,056 |
| JPMORGAN CHASE & CO - 3.875% - | $2,038 | $2,085 |
| JPMORGAN CHASE & CO GLBL - 4.7 | $4,331 | $4,023 |
| KINDER MORGAN ENERGY PARTNERS | $2,999 | $2,951 |
| KRAFT FOODS GROUP INC - 3.50% | $3,033 | $3,074 |
| MORGAN STANLEY FR - 3.700% - | $3,007 | $3,041 |
| MORGAN STANLEY SR NT-F - 4.750 | $2,183 | $2,130 |
| NOVARTIS CAPITAL CORP - 3.400% | $3,008 | $3,121 |
| PFIZER INC - 6.200% - 03/15/20 | $3,647 | $3,492 |
| PHILIPS ELECTRONICS NV - 3.750 | $3,060 | $3,124 |
| SHELL INTERNATIONAL FIN - 1.90 | $3,019 | $3,010 |
| TIME WARNER INC DTD - 4.875% - | $2,165 | $2,201 |
| TOYOTA MTR CR CORP MTN - 1.250 | $3,009 | $2,991 |
| UNITED PARCEL SRVC NT - 5.500% | $4,334 | $4,462 |
| VERIZON COMMUNICATIONS INC - 5 | $2,084 | $2,208 |
| WACHOVIA CORP NT - 5.750% - 06 | $2,298 | $2,208 |
| WAL MART STORES INC NT - 5.800 | $1,061 | $1,133 |
| WAL-MART STORES INC NT - 1.125 | $2,972 | $2,966 |
| WELLS FARGO CO MTN BE - 3.300% | $3,936 | $4,025 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (135 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $8,412 | $9,881 |
| ACE LTD | $2,513 | $2,987 |
| ACTELION LIMITED | $814 | $774 |
| ACTIVISION BLIZZARD INC | $2,116 | $2,519 |
| ADVANCE AUTO PARTS INC | $6,531 | $12,902 |
| AFLAC INC. | $7,566 | $7,270 |
| AGILENT TECHNOLOGIES INC | $357 | $1,064 |
| AIRBUS GROUP | $1,331 | $987 |
| ALASKA AIR GROUP INC | $7,410 | $9,323 |
| ALLIANCE GLOBAL | $1,655 | $1,361 |
| ALTRIA GROUP INC | $8,470 | $8,228 |
| AMAZON COM | $11,681 | $11,173 |
| AMBEV SA | $1,137 | $1,045 |
| AMERICAN EXPRESS CO | $6,819 | $15,723 |
| ANGLO AMERICAN PLC ADR | $796 | $638 |
| ANHEUSER BUSCH COS INC | $1,534 | $3,145 |
| APPLE INC. | $8,581 | $12,363 |
| ARISTA NETWORKS | $8,465 | $7,960 |
| ASHTEAD GROUP PLC | $1,201 | $1,362 |
| ASSA ABLOY UNSP/ADR | $803 | $1,964 |
| ASSOCIATED BRITISH FOODS PLC | $582 | $1,175 |
| ATLANTIA SPA ADR | $782 | $1,203 |
| BAIDU.COM - ADR | $703 | $1,596 |
| BANK NEW YORK MELLON CORP COM | $11,073 | $17,728 |
| BAYER A G SPONSORED ADR | $1,612 | $2,874 |
| BAYERISCHE MOTOREN WERKE | $829 | $891 |
| BB SEGURIDADE | $1,444 | $1,561 |
| BERKSHIRE HATHAWAY INC. | $7,144 | $12,462 |
| BG GROUP PLC ADS | $1,282 | $828 |
| BHP BILLITON LIMITED | $1,976 | $1,230 |
| BNP PARIBAS SPONS ADR | $1,828 | $2,115 |
| BOEING CO | $6,006 | $10,268 |
| BRITISH AMERICAN TOBACCO PLC | $2,010 | $2,372 |
| BROOKFIELD ASSET MANAGEMENT CL | $2,680 | $3,559 |
| CANADIAN NATURAL RESOURCES LTD | $4,349 | $4,447 |
| CARMAX INC | $4,278 | $6,059 |
| CELANESE CORPORATION | $9,100 | $9,534 |
| CF INDUSTRIES HOLDINGS, INC | $8,480 | $8,994 |
| CHARLES SCHWAB CORP | $3,112 | $3,925 |
| CHINA SHENHUA ADR | $1,542 | $1,476 |
| CIELO SA ADR | $588 | $1,085 |
| COMPAGNIE FINANCIERE RICHEMONT | $1,287 | $1,242 |
| COMPANHIA SANEA ADS | $1,294 | $881 |
| CONSTELLATION BRANDS INC | $10,038 | $12,664 |
| COSTCO WHOLESALE CORPORATION | $4,586 | $9,781 |
| DAIKIN INDS LTD ADR | $1,526 | $1,809 |
| DAIWA HOUSE IND LTD | $1,917 | $1,895 |
| DIAGEO PLC ADS | $3,755 | $4,792 |
| EASTMAN CHEMICAL CO. | $8,443 | $8,345 |
| ECOLAB INC | $3,892 | $4,181 |
| ENCANA CORP | $4,476 | $3,176 |
| EOG RESOURCES INC | $5,670 | $9,207 |
| ESTACIO PARTICIP ADR | $889 | $1,229 |
| EXPRESS SCRIPTS HOLDING CO. | $5,711 | $8,552 |
| GOOGLE INC CL A | $5,022 | $7,429 |
| GOOGLE INC CL C | $5,006 | $7,370 |
| GRAND CANYON EDUCATION, INC. | $5,679 | $11,152 |
| HUNTINGTON INGALLS INDUSTRIES | $8,554 | $8,322 |
| INFORMA PLC SPONSORED ADR | $1,127 | $1,509 |
| ITT CORP. | $7,605 | $6,393 |
| JAPAN TOB INC | $1,237 | $1,016 |
| JP MORGAN CHASE & CO | $4,533 | $5,632 |
| KASIKORNBANK PUB CO LTD ADR CM | $637 | $1,125 |
| KDDI CP UNSP ADR | $2,084 | $2,259 |
| KEYSIGHT TECHNOLOGIES INC | $136 | $439 |
| KOC HOLDINGS AS UNSP/ADR | $635 | $976 |
| KOMATSU LTD. | $1,428 | $1,108 |
| KROGER CO | $7,557 | $9,567 |
| LABORATORY CORP AMER HLDGS | $5,022 | $5,719 |
| LAS VEGAS SANDS CORP | $8,673 | $7,096 |
| LIBERTY GLOBAL, INC. - SERIES | $6,879 | $7,923 |
| LIBERTY INTERACTIVE CORPORATIO | $2,184 | $2,736 |
| LIBERTY VENTURES | $375 | $490 |
| LLOYDS TSB GROUP PLC | $1,556 | $1,949 |
| LOEWS CORP | $3,752 | $4,454 |
| MAKITA CORP | $1,589 | $1,216 |
| MEAD JOHNSON NUTRITI | $8,482 | $8,948 |
| MEDICLINIC INTERNATIONAL - ADR | $869 | $1,451 |
| MEDIOLANUM ADR | $1,327 | $972 |
| MICRON TECHNOLOGY | $7,581 | $7,947 |
| MICROSOFT CORPORATION | $2,113 | $3,391 |
| MOBILE TELSYS OJSC | $1,180 | $524 |
| MOODYS CORP | $1,700 | $2,012 |
| MR PRICE GROUP LTD | $466 | $943 |
| NAMPAK LIMITED | $969 | $1,035 |
| NOVARTIS AG ADR | $2,484 | $4,540 |
| NOVO NORDISK A S | $1,539 | $1,904 |
| NXP SEMICONDUCTORS | $952 | $993 |
| ORACLE CORP | $1,916 | $2,743 |
| PACCAR INC | $2,873 | $3,945 |
| PACKAGING CORP AMER | $8,574 | $8,429 |
| PIRAEUS BANK SA | $980 | $556 |
| PRAXAIR INC. | $5,954 | $5,830 |
| PRICELINE.COM INCORPORATED | $10,349 | $14,823 |
| PRUDENTIAL PLC SC | $1,425 | $3,001 |
| PT TELEKOM. IND. TBK ADR | $1,383 | $1,809 |
| QUEST DIAGNOSTICS | $2,992 | $3,286 |
| RED ELECTRICA DE ESPANA SA | $667 | $973 |
| REXAM PLC ADR | $1,099 | $1,394 |
| ROLLS ROYCE GRP PLC S/ADR | $1,757 | $1,344 |
| ROYAL DUTCH SHELL PLC | $1,797 | $1,875 |
| RYANAIR HOLDINGS PLC-ADR COM | $644 | $1,782 |
| RYOHIN KEIKAKU | $848 | $941 |
| SAMPO OYJ UNSPONSORED ADR | $984 | $1,682 |
| SANDS CHINA LTD UNSP ADR | $1,035 | $1,034 |
| SBERBANK SPONSORED ADR | $926 | $344 |
| SEVEN & I HOLDINGS C | $1,798 | $1,947 |
| SHIRE PLC | $1,353 | $1,488 |
| SIGNET GROUP PLC SPONS ADR NAS | $655 | $1,184 |
| SOFTBANK CP UNSP ADR | $2,539 | $2,020 |
| SONIC CORPORATION | $5,044 | $13,506 |
| SUMITOMO MITSUI FINCL GRP | $2,522 | $1,944 |
| SUMITOMO MITSUI TR HOLDINGS SP | $853 | $626 |
| SWATCH GROUP AG | $741 | $752 |
| SWEDBANK AB S/ADR | $1,517 | $2,018 |
| SWIFT TRANSPORTATION CO., INC. | $8,499 | $8,389 |
| SYSCO CORP | $3,518 | $3,810 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $2,014 | $3,581 |
| TAKE-TWO INTERACTIVE SOFTWARE | $8,455 | $8,185 |
| TEAM HEALTH HOLDINGSINC COM | $10,236 | $13,347 |
| TEVA PHARMECEUTICAL SP ADR | $2,392 | $2,645 |
| TEXAS INSTRUMENTS INC. | $2,976 | $7,432 |
| TRW AUTOMOTIVE HOLDINGS CORP | $8,645 | $12,753 |
| TURKCELL ILETISIM HIZMETLERI A | $2,047 | $2,117 |
| UBIQUITI NETWORKS, INC | $9,080 | $6,550 |
| ULTRA PETROLEUM CORP | $4,646 | $2,342 |
| UNILEVER PLC AMER | $934 | $1,133 |
| UNITEDHEALTH GROUP INC. | $6,593 | $10,614 |
| VALEANT PHARMACEUTICALS INTL | $3,955 | $4,150 |
| VALEO SA SPONS ADR | $762 | $1,548 |
| VISA INC | $2,676 | $4,195 |
| WADDELL&REED FIN INC | $8,503 | $8,519 |
| WELLS FARGO & CO. | $4,880 | $16,390 |
| WOLSELEY PLC ADR | $849 | $1,501 |
| WOLTERS KLUWER S/ADR | $854 | $946 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $135,262 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $135,567 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,550 | $8,550 | |
| Bank Charges | $200 | $200 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,650 | Amt |
| Net Investment Income | $10,650 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $1,100 | |
| 990-PF Extension for 2013 | $521 | |
| Foreign Tax Paid | $455 | $455 |
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