WRG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WRG FOUNDATION (EIN 13-3407905)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349100844
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:42:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-03-30 | 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 | 2015-03-17 | PreparationDt |
| 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 | $12,068,763 | 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 | $2,614,388 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $162,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $509,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,841,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $509,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,286,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $671,741 | 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 | $21,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $863 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $863 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,995 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,859,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $624,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $924,317 | CashBOYAmt |
| Cash EOY | $2,741,325 | CashEOYAmt |
| Cash EOYFMV | $2,741,325 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,774,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,815,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,113,858 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $199,926 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $213,580 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,898,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,756,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,068,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,898,973 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,756,350 | 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 | $8,898,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,756,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,898,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,756,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,898,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,859,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,758,569 | SubtotalAmt |
| Other Decreases | $2,219 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,756,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS 312-28614 | P | 2014-12-31 | $798,608 | $847,686 | -$49,078 | -$49,078 |
| RBC CAPITAL MARKETS 312-28614 | P | 2014-12-31 | $686,985 | $657,009 | $29,976 | $29,976 |
| PHILLIPS & COMPANY AJD-017560 | P | 2014-12-31 | $19,002 | $19,036 | -$34 | -$34 |
| PHILLIPS & COMPANY AJD-017560 | P | 2014-12-31 | $96,648 | $78,294 | $18,354 | $18,354 |
| PHILLIPS & COMPANY AJD-016813 | P | 2014-12-31 | $3,145,938 | $2,915,600 | $230,338 | $230,338 |
| PHILLIPS & COMPANY AJD-016813 | P | 2014-12-31 | $901,165 | $814,013 | $87,152 | $87,152 |
| CAPITAL GAINS DIVIDENDS | P | $192,862 | $192,862 | $192,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $509,570 | 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 | $12,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $80 | EsPenaltyAmt |
| Overpayment | $1,028 | OverpaymentAmt |
| Applied To ES Tax | $1,028 | 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 | ||||||||
| PO BOX 1686 | CULPEPER | VA | 22701 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELISE S LAUINGER | ||||||||
| PO BOX 1686 | CULPEPER | VA | 22701 | 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 | $8,991,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $584,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $213,580 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,789,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,789,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,642,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,492 | TotalTaxAmt |
| Distributable Before Adj | $469,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $469,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $469,633 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $469,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,311 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,311 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,652 | 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 | $467,981 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS | ||||||||||||
| 273 FLANDERS ROAD | BETHLEHEM | CT | 06751 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| ADAM HOUSE | ||||||||||||
| NONE | PUBLIC CHARITY | CHARITABLE | $500 | 430 GLADSTONE AVENUE | TORONTO | ONTARIO | CA | M6H 389 | ||||
| ALBERTINA KERR CENTERS | ||||||||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |||||
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE | $725 | |||||
| AUBUDON SOCIETY OF PORTLAND | ||||||||||||
| 5151 NW CORNELL ROAD | PORTLAND | OR | 97210 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |||||
| BRIDGES TO PROSPERITY | ||||||||||||
| 1031 33RD STREET SUITE 235 | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| CARVER FOUNDATION OF NORWALK | ||||||||||||
| 7 ACADEMY STREET | NORWALK | CT | 06850 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |||||
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||||||
| 2924 BROOK ROAD | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| CHILDREN'S INSTITUTE | ||||||||||||
| 1411 SW MORRISON ST 205 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |||||
| FIRST GROWTH CHILDREN & FAMILY CHARITIES - DBA CLASSIC WINES AUCTION | ||||||||||||
| 1001 SE SANDY BOULEVARD | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITABLE | $12,600 | |||||
| COMMUNITY SOLUTIONS | ||||||||||||
| 14 EAST 28TH STREET PH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |||||
| CORNELL ORNITHOLOGY | ||||||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |||||
| CULPEPER COUNTY VOLUNTEER RESCUE SQUAD | ||||||||||||
| 1121 N MAIN STREET | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |||||
| CULPEPER HUMAN SERVICES HEAD START | ||||||||||||
| 1401 OLD FREDRICKSBURG ROAD | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| CULPEPER MUSEUM | ||||||||||||
| PO BOX 951 | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $350 | |||||
| CULPEPER REGIONAL HOSPITAL | ||||||||||||
| 501 SUNSET LANE | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| FREE CLINIC OF CULPEPER | ||||||||||||
| 610 LAUREL STREET SUITE 3 | CULPEPER | VA | 22701 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |||||
| FRIENDS OF THE CHILDREN | ||||||||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 | |||||
| GLADSTONE EDUCATION FOUNDATION | ||||||||||||
| 17789 WEBSTER ROAD | GLADSTONE | OR | 97027 | NONE | PUBLIC CHARITY | CHARITABLE | $17,000 | |||||
| GREATER PIEDMONT ASSOCIATION OF REALTORS CHARITY GOLF TOURNAMENT | ||||||||||||
| 47 GARRETT STREET | WARRENTON | VA | 20186 | NONE | EXEMPT | CHARITABLE | $750 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| JENNA STONE SCHOLARSHIP FUND | ||||||||||||
| 22600 CAMP CALVERT ROADE | LEONARDTOWN | MD | 20650 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |||||
| JOBS FOR VIRGINIA GRADUATES | ||||||||||||
| 919 WEST FRANKLIN STREET | RICHMOND | VA | 23284 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |||||
| SUSAN B KOMEN BREAST CANCER FOUNDATIOJN | ||||||||||||
| PO BOX 650309 | DALLAS | TX | 752650309 | NONE | PUBLIC CHARITY | CHARITABLE | $6,000 | |||||
| LEAP ADVENTURE | ||||||||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |||||
| MERCY CORPS | ||||||||||||
| PO BOX 2669 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 | |||||
| METROPOLITAN FAMILY SERVICE | ||||||||||||
| ONE NORTH DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | CHARITABLE | $5,800 | |||||
| MOUNT ANGEL ABBEY | ||||||||||||
| ONE ABBEY DRIVE | ST BENEDICT | OR | 97373 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |||||
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF OREGON | ||||||||||||
| 4701 SE 24TH STREET SUITE E | PORTLAND | OR | 97202 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| NORTH PIEDMONT COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 182 | WARRENTON | VA | 20188 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| OREGON PUBLIC BROADCASTING | ||||||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| PO BOX 845578 | BOSTON | MA | 02284 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |||||
| PORTSMOUTH ABBEY | ||||||||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | CHARITABLE | $8,625 | |||||
| PROVIDENCE CANCER CENTER | ||||||||||||
| PO BOX 3338 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| PROVIDENCE FESTIVAL OF TREES | ||||||||||||
| 4805 NE GLISAN STREET SUITE 1G21 | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITABLE | $6,450 | |||||
| PROVIDENCE ST VINCENT MEDICAL CENTER | ||||||||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | PUBLIC CHARITY | CHARITABLE | $85,000 | |||||
| SEARCH DOG FOUNDATION | ||||||||||||
| 501 E OJAL AVENUE | OJAL | CA | 93023 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| SECOND HELPINGS | ||||||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |||||
| ST ANDREW NATIVITY SCHOOL | ||||||||||||
| 4925 NE 9TH | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | CHARITABLE | $20,200 | |||||
| ST MARY'S HOME FOR BOYS | ||||||||||||
| 16535 SW TV HIGHWAY | BEAVERTON | OH | 97006 | NONE | PUBLIC CHARITY | CHARITABLE | $5,200 | |||||
| ST TIMOTHY SCHOOL | ||||||||||||
| 13809 POPLAR TREE ROAD | CHANTILLY | VA | 20151 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |||||
| WINDERMERE FOUNDATION | ||||||||||||
| 5424 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | CHARITABLE | $150 | |||||
| YMCA | ||||||||||||
| 9500 SW BARBUR BOULEVARD | PORTLAND | OR | 97231 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |||||
| 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 | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,850 | 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 | $162,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $509,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $671,772 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $671,772 | 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 | $2,614,388 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORNICK GARBER AND SANDLER | 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 | $0 |
| 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 | $3,015,381 | $2,750,750 |
| SECURITIES HELD AT PHILLIPS AND COMPANY | $5,747,716 | $6,345,108 |
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 | $213,580 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED LOSSES FROM WASH SALES | Desc |
| Amt | $2,219 | Amt |
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 | $46,995 | $46,995 | $0 |
| FILING FEES | $250 | $0 | $250 |
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 | $21,466 | $0 | $0 |
| FOREIGN TAX WITHHELD | $140 | $140 | $0 |
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