WRG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WRG FOUNDATION (EIN 13-3407905)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102035
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:54:15-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97231 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYRON GRANT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5033520281 | PhoneNum |
| Signature | 2014-11-03 | 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 | 2014-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,536,315 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $558,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,541,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $558,863 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $978 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $887,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $737,149 | 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 | $20,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,875 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $905 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $509,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $509,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $277,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $679,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,244 | CashBOYAmt |
| Cash EOY | $924,317 | CashEOYAmt |
| Cash EOYFMV | $924,317 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,714,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,774,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,402,604 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,612,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $239,308 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $209,394 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,637,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,898,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,536,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,637,197 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,898,973 | 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 | $8,637,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,637,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,898,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,637,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $277,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,914,620 | SubtotalAmt |
| Other Decreases | $15,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS 312-28614 | P | $380,695 | $369,341 | $11,354 | $11,354 |
| RBC CAPITAL MARKETS 312-28614 | P | $873,859 | $752,670 | $121,189 | $121,189 |
| PHILLIPS AND COMPANY AJD-017560 | P | $13,208 | $12,752 | $456 | $456 |
| PHILLIPS AND COMPANY AJD-017560 | P | $109,899 | $95,987 | $13,912 | $13,912 |
| PHILLIPS AND COMPANY AJD-017522 | P | $56,596 | $52,148 | $4,448 | $4,448 |
| PHILLIPS AND COMPANY AJD-017522 | P | $255,952 | $231,399 | $24,553 | $24,553 |
| PHILLIPS AND COMPANY 57X-016813 | P | $2,540,516 | $2,543,853 | -$3,337 | -$3,337 |
| PHILLIPS AND COMPANY 57X-016813 | P | $1,162,677 | $924,724 | $237,953 | $237,953 |
| CONTRARIAN TRENDS LP | P | $104,072 | $104,072 | $104,072 | |
| CONTRARIAN TRENDS LP | P | $13,379 | $13,379 | $13,379 | |
| VARIOUS CLASS ACTION LAWSUITS | P | $707 | $707 | $707 | |
| DEFENDER'S LIQUIDATING TRUST | P | $95 | -$95 | -$95 | |
| CAPITAL GAINS DIVIDENDS | P | $30,272 | $30,272 | $30,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $558,863 | 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 | $13,596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,819 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,319 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,277 | 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 | 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 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97231 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 0836 SW CURRY STREET | PORTLAND | OR | 97239 | 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 | $7,370,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,826,386 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,453,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,453,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,311,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,596 | TotalTaxAmt |
| Distributable Before Adj | $451,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $532,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $436,664 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $436,664 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,686 | 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 | $356,311 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS | |||||||
| 273 FLANDERS ROAD | BETHLEHEM | CT | 06751 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ALBERTINA KERR CENTERS | |||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | NONE | EXEMPT | CHARITABLE | $1,000 |
| CARVER FOUNDATION OF NORWALK | |||||||
| 7 ACADEMY STREET | NORWALK | CT | 06850 | NONE | EXEMPT | CHARITABLE | $10,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | NONE | EXEMPT | CHARITABLE | $4,000 |
| COMMUNITY SOLUTIONS | |||||||
| 14 EAST 28TH STREET PH | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $10,000 |
| CULPEPER REGIONAL HOSPITAL | |||||||
| 501 SUNSET LANE | CULPEPER | VA | 22701 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CULPEPER HUMAN SERVICES HEAD START | |||||||
| 1401 OLD FREDRICKSBURG ROAD | CULPEPER | VA | 22701 | NONE | EXEMPT | CHARITABLE | $2,500 |
| CULPEPER COUNTY VOLUNTEER RESCUE SQUAD | |||||||
| 1121 N MAIN STREET | CULPEPER | VA | 22701 | NONE | EXEMPT | CHARITABLE | $100 |
| FIND THE CHILDREN | |||||||
| 2656 29TH STREET SUITE 203 | SANTA MONICA | CA | 90405 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| FREE CLINIC OF CULPEPER | |||||||
| 610 LAUREL STREET SUITE 3 | CULPEPER | VA | 22701 | NONE | EXEMPT | CHARITABLE | $2,500 |
| FRIENDS OF THE CHILDREN | |||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | EXEMPT | CHARITABLE | $20,000 |
| GRYMES MEMORIAL SCHOOL | |||||||
| 13775 SPICERS MILL ROAD | ORANGE | VA | 22960 | NONE | EXEMPT | CHARITABLE | $13,500 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HALF THE SKY FOUNDATION | |||||||
| 715 HEARST AVENUE SUITE 200 | BERKELY | CA | 94710 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| JENNA STONE SCHOLARSHIP FUND | |||||||
| 22600 CAMP CALVERT ROADE | LEONARDTOWN | MD | 20650 | NONE | EXEMPT | CHARITABLE | $2,500 |
| JOBS FOR VIRGINIA GRADUATES | |||||||
| 919 WEST FRANKLIN STREET | RICHMOND | VA | 23284 | NONE | 501(C)(3) | CHARITABLE | $25,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| PO BOX 10 | PORTLAND | OR | 97207 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| MERCY CORP BUILDING | |||||||
| PO BOX 2669 | PORTLAND | OR | 97208 | NONE | EXEMPT | CHARITABLE | $23,000 |
| METROPOLITAN FAMILY SERVICE | |||||||
| ONE NORTH DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | NONE | EXEMPT | CHARITABLE | $1,200 |
| MOUNT ANGEL ABBEY | |||||||
| ONE ABBEY DRIVE | ST BENEDICT | OR | 97373 | NONE | EXEMPT | CHARITABLE | $7,500 |
| NAMI OREGON | |||||||
| 4701 SE 24TH STREET SUITE E | PORTLAND | OR | 97202 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| NATIONAL COUNCIL ON ALCOHOL | |||||||
| 244 EAST 58TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $1,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | EXEMPT | CHARITABLE | $1,000 |
| NEW YORK LIVE ARTS | |||||||
| 219 W 19TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | CHARITABLE | $5,000 |
| NORTH PIEDMONT COMMUNITY FOUNDATION | |||||||
| PO BOX 182 | WARRENTON | VA | 20188 | NONE | EXEMPT | CHARITABLE | $10,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL STREET SUITE 100 | PORTLAND | OR | 97205 | NONE | EXEMPT | CHARITABLE | $200,000 |
| PACIFIC NORTHWEST COLLEGE OF ART | |||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | NONE | EXEMPT | CHARITABLE | $9,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 02284 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| PORTSMOUTH ABBEY | |||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | EXEMPT | CHARITABLE | $2,500 |
| PROVIDENCE CARE CENTER | |||||||
| PO BOX 3338 | PORTLAND | OR | 97208 | NONE | EXEMPT | CHARITABLE | $5,000 |
| PROVIDENCE CHILDREN'S CENTER | |||||||
| 830 NE 47TH AVENUE | PORTLAND | OR | 97213 | NONE | EXEMPT | CHARITABLE | $5,000 |
| PROVIDENCE ST VINCENT MEDICAL CENTER | |||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | EXEMPT | CHARITABLE | $57,000 |
| ROBERT E LEE MEMORIAL FOUNDATION | |||||||
| 483 GREAT HOUSE ROAD | STATFORD | VA | 22558 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| SERVANTS OF MARY | |||||||
| 800 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | EXEMPT | CHARITABLE | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | CHARITABLE | $500 |
| ST ANDREW NATIVITY SCHOOL | |||||||
| 4925 NE 9TH | PORTLAND | OR | 97211 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ST MARY'S HOME FOR BOYS | |||||||
| 16535 SW TV HIGHWAY | BEAVERTON | OH | 97006 | NONE | EXEMPT | CHARITABLE | $10,000 |
| ST ELIZABETH OF HUNGARY | |||||||
| 4112 SW SIXTH AVE DR | PORTLAND | OR | 97239 | NONE | EXEMPT | CHARITABLE | $1,000 |
| ST JUAN DIEGO CATHOLIC CHURCH | |||||||
| 5995 NW 178TH AVENUE | PORTLAND | OR | 97229 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ST TIMOTHY SCHOOL | |||||||
| 13809 POPLAR TREE ROAD | CHANTILLY | VA | 20151 | NONE | EXEMPT | CHARITABLE | $2,500 |
| THOMAS EDISON HIGH SCHOOL | |||||||
| 9020 SW BEAVERTON HILLSIDE HIGHWAY | PORTLAND | OR | 97225 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| VARIETY | |||||||
| 4601 WILSHIRE BOULEVARD SUITE 260 | LOS ANGELES | CA | 90010 | NONE | EXEMPT | CHARITABLE | $1,000 |
| YMCA | |||||||
| 9500 SW BARBUR BOULEVARD | PORTLAND | OR | 97231 | NONE | EXEMPT | CHARITABLE | $700 |
| YOUNG AUDIENCES OF OREGON | |||||||
| 1220 SW MORRISON SUITE 1000 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| YOUTH VILLAGES | |||||||
| PO BOX 3068 | MARYLHURST | OR | 97036 | NONE | 501(C)(3) | CHARITABLE | $15,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CHARITABLE | $725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $509,225 | 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 | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,160 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $558,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $737,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $737,161 | 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 Person | ESTATE OF WILLIAM GRANT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BYRON GRANT 9045 NW KAISER ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | 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 | $20,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,875 | 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 | $2,728,860 | $2,663,336 |
| SECURITIES HELD AT PHILLIPS AND COMPANY | $4,993,868 | $5,721,268 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONTRARIAN TRENDS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE CONTRACT | $199,926 | $199,926 | $209,394 |
| DISTRIBUTION RECEIVABLE - DEFENDER'S MULTI STRATEGY | $39,382 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS FROM K-1 - CONTRARIAN TRENDS, LP | $14,667 |
| DISALLOWED LOSSES FROM WASH SALES | $980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $1,750 | $0 | $1,750 |
| CONTRARIAN TRENDS - OTHER DEDUCTIONS | $20,484 | $20,484 | $0 |
| INVESTMENT ADVISORY FEES | $35,930 | $35,930 | $0 |
| FILING FEES | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRARIAN TRENDS, LP | Desc |
| Revenue And Expenses Per Books | $978 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $978 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF WILLIAM GRANT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9045 NW KAISER ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97231 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $20,054 | $0 | $0 |
| FOREIGN TAX WITHHELD | $905 | $905 | $0 |
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