HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541389349100014
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:41:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931042710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW FIFTH AVE SUITE 800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | 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 | 201362997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA GORGE ENVIRONMENTAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUBREY RUSSELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 5032928518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUBREY RUSSELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032928518 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ANNAND | PreparerPersonNm |
| PTIN | P01082656 | PTIN |
| Phone | 5032210141 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,720,075 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,882 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,400 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $654 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $51,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,359 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,741 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $245 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $391,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $491,319 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,063 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $892,405 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $892,405 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $892,405 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $892,405 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $109,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,701,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,684,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,720,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,701,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,684,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,701,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,684,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,701,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,684,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,701,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,684,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,684,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GLAXOSMITHKLINE PLC ADR - 750 SHARES | P | 2011-09-15 | 2014-02-26 | $41,753 | $31,219 | $10,534 | $10,534 |
| GLAXOSMITHKLINE PLC ADR - 100 SHARES | P | 2011-09-23 | 2014-02-26 | $5,567 | $4,090 | $1,477 | $1,477 |
| GLAXOSMITHKLINE PLC ADR - 500 SHARES | P | 2011-09-23 | 2014-02-26 | $27,836 | $20,451 | $7,385 | $7,385 |
| INTEL CORP - 1,600 SHARES | P | 2008-11-14 | 2014-08-28 | $54,911 | $22,624 | $32,287 | $32,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,683 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,756,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,815,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,819,737 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,842,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050524 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,826,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053854 | DistributionYr5Rt |
| Total Distribution | 0.258445 | TotalDistributionRt |
| Average Distribution | 0.051689 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,741,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,445 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $260 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $260 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $1,222 | TaxDueAmt |
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 | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | AUBREY RUSSELL | IndividualWithBooksNm |
| Phone | 5032951893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | 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 |
|---|---|---|---|---|---|---|---|---|
| AUBREY RUSSELL | ||||||||
| 4921 SW HEWETT BLVD | PORTLAND | OR | 97221 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SARAH B RUSSELL | ||||||||
| 442 NW STATE STREET | BEND | OR | 97701 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| CHRIS BECK | ||||||||
| 1430 SW ENGLEWOOD DR | PORTLAND | OR | 97034 | SECRETARY | 0.50 | $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 | $447,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,001,405 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,768,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,768,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,741,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,466 | TotalTaxAmt |
| Distributable Before Adj | $85,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,249 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,249 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,196 | 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 | $67,438 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AUBREY RUSSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4921 SW HEWETT BLVD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032928518 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1000 FRIENDS OF OREGON | ||||||
| 534 SW THIRD AVENUE SUITE 300 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $30,000 |
| AMERICAN LAND INSTITUTE | ||||||
| 534 SW THIRD AVENUE SUITE 716 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $3,000 |
| CAPE HORN CONSERVATORY | ||||||
| 211 MALFAIT TRACTS ROAD | WASHOUGAL | WA | 98671 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $8,000 |
| CASCADE RESOURCES ADVOCACY GROUP | ||||||
| 917 SW OAK ST STE 417 | PORTLAND | OR | 97205 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $8,000 |
| CENTRAL OREGON LANDWATCH | ||||||
| 1539 NW VICKSBURG AVENUE | BEND | OR | 97701 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $2,000 |
| COLUMBIA RIVERKEEPER | ||||||
| 724 OAK ST | HOOD RIVER | OR | 97031 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $2,000 |
| FRIENDS OF THE COLUMBIA GORGE LAND TRUST | ||||||
| 522 SW FIFTH AVENUE SUITE 720 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $3,000 |
| FRIENDS OF THE COLUMBIA GORGE | ||||||
| 522 SW FIFTH AVENUE SUITE 720 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $12,000 |
| FRIENDS OF THE HISTORIC COLUMBIA RIVER HIGHWAY | ||||||
| PO BOX 50 | BRIDAL VEIL | OR | 97010 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $1,000 |
| KLICKITAT TRAIL CONSERVANCY | ||||||
| PO BOX 512 | LYLE | WA | 98635 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $10,000 |
| OLCV EDUCATION FUND | ||||||
| 133 SW 2ND AVENUE SUITE 200 | PORTLAND | OR | 97204 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $5,000 |
| OREGON WILD | ||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 972174145 | TAX EXEMPT | ENVIRONMENTAL EDUCATION AND CONSERVATION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,394 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,882 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,613 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND - BANK AMER CORP | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $48,063 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1600 SHARES INTEL CORP | $22,624 | $58,064 |
| 4900 NUVEEN BUILD AMER BD FD | $100,212 | $103,782 |
| 1200 SHARES GLAXOSMITHKNLINE | $58,692 | $51,288 |
| 4400 SHARES BLACKROCK BUILD AMER BD | $101,028 | $97,504 |
| 3700 SHARES CISCO SYSTEMS INC | $89,642 | $102,916 |
| 2000 SHARES SUNEDISON INC | $42,314 | $39,020 |
| 1500 SHARES SUNPOWER CORP | $39,555 | $38,745 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE OPTION | AT COST | $10,000 | $10,000 |
| INTEREST IN REAL ESTATE | AT COST | $99,000 | $99,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $50 | $0 | $50 |
| INSURANCE | $936 | $936 | $0 |
| MAINTENANCE | $1,069 | $1,069 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $245 | $0 | $245 |
| FEDERAL TAXES | $729 | $0 | $0 |
| PROPERTY TAXES | $1,741 | $1,741 | $0 |
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