CLARK LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CLARK LEWIS FAMILY FOUNDATION (EIN 20-3839795)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201421359349102517
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T15:45:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FELLNER & KUHNBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 SW FIFTH AVE SUITE 1815AddressLine1
CityPORTLANDCity
StateORState
ZIP Code972041227ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203839795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARKLEWIS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone5032353685PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE STREETAddressLine1
Address Line2ROOM/SUITE 7AddressLine2
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDACE C HOLZGRAFEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032353685PhoneNum
Signature2014-05-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A LACHERPreparerPersonNm
PTINP01232140PTIN
Phone5032270443PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$83,059FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$130,264ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$130,264TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$265LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$135TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$143,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$143,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,786ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$97,844SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,059SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,059SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$97,845TotalAssetsBOYAmt
Total Assets EOY$83,059TotalAssetsEOYAmt
Total Assets EOYFMV$83,059TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$97,845UnrestrictedBOYAmt
Unrestricted EOY$83,059UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$97,845TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,845TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,059TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,845TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,786ExcessRevenueOverExpensesAmt
Subtotal$83,059SubtotalAmt
Tot Net Ast Or Fund Balances EOY$83,059TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,975AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$74,401NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.397495DistributionYr1Rt
Adjusted Qlfy Distri Yr2$98,535AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,744NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.551579DistributionYr2Rt
Adjusted Qlfy Distri Yr3$86,825AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$153,795AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$116,890AdjustedQlfyDistriYr5Amt
Total Distribution4.949074TotalDistributionRt
Average Distribution2.474537AverageDistributionRt
Net Vl Noncharitable Assets$89,095NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$220,469AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$220,469AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$143,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCANDACE C HOLZGRAFEIndividualWithBooksNm
Phone5032353685PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE 7AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CANDACE C HOLZGRAFE
300 SE SPOKANESUITE 7PORTLANDOR97202PRESIDENT1.00$0$0$0
JON R HOLZGRAFE
300 SE SPOKANESUITE 7PORTLANDOR97202SECRETARY1.00$0$0$0
ANTHONY BEBER
17426 SW SARALA STBEAVERTONOR97007DIRECTOR1.00$0$0$0
TRACEY BEBER
17426 SW SARALA STBEAVERTONOR97007DIRECTOR1.00$0$0$0
BRETT BEBER
6206 SW VIEWPOINT LANEPORTLANDOR97239DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,452AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$90,452TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$90,452AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,357CashDeemedCharitableAmt
Net Vl Noncharitable Assets$89,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,455MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,455MinimumInvestmentReturnAmt
Distributable Before Adj$4,455DistributableBeforeAdjAmt
Distributable Before Ded$4,455DistributableBeforeDedAmt
Distributable As Adjusted$4,455DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,950ExpensesAndContributionsAmt
Qualifying Distributions$143,950QualifyingDistributionsAmt
Adjusted Qualifying Distri$143,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,455DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$116,890ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$153,795ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86,825ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,148ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,255ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$554,913TotalExcessDistributionCyovAmt
Qualifying Distributions$143,950QualifyingDistributionsAmt
Applied To Current Year$4,455AppliedToCurrentYearAmt
Remaining Distri From Corpus$139,495RemainingDistriFromCorpusAmt
Total Corpus$694,408TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$116,890ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$577,518ExcessDistriCyovToNextYrAmt
Excess From Year4$153,795ExcessFromYear4Amt
Excess From Year3$86,825ExcessFromYear3Amt
Excess From Year2$97,148ExcessFromYear2Amt
Excess From Year1$100,255ExcessFromYear1Amt
Excess From Current Year$139,495ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCANDACE C HOLZGRAFEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCANDACE HOLZGRAFERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE APT 7AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5032353685RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Address Line2RecipientUSAddress/AddressLine2
OREGON ZOO FOUNDATION
4001 SW CANYON ROADPORTLANDOR97221NONEPROGRAM SPONSORSHIP$41,000
THE LIVING DESERT
47-900 PORTSIDE AVEPALM DESERTCA92263NONEPROGRAM SUPPORT$6,750
COASTER THEATRE FOUND
9770 SW SUNSHINE CTBEAVERTONOR97005NONEPROGRAM SPONSOR$6,000
PORTLAND WOMEN'S FOUND
PO BOX 1032PORTLANDOR97207NONEPROGRAM SUPPORT$20,000
ST MARY'S ACADEMY
1615 SW 5TH AVENUEPORTLANDOR97201NONETUITION ASSISTANCE FUND$5,000
VARIETY
74-040 HWY 111PALM DESERTCA92260NONEPROVIDING BIKES/HELMETS TO CHILDREN$5,000
GOOD SAMARITAN HOME
2130 HARRISONQUINCYIL62301NONEPROGRAM SUPPORT$5,000
PORTLAND GARDEN CLUB
1132 SW VISTA AVENUEPORTLANDOR97205NONEPROGRAM SUPPORT$1,000
AFRICAN SPORTS OUTREACH
2859 SW CEDAR HILLS BLVDBEAVERTONOR97005NONESUPPORT CHILDRENS SOCCER TEAMS$4,500
GROWING GARDENS
2203 NE OREGON STREETPORTLANDOR97232NONEPROGRAM SUPPORT$5,000
STEVE MARTIN SCHOLARSHIP FUND
PO BOX 219CANNON BEACHOR97110NONEPROGRAM SUPPORT$500
DESERT COMMUNITY FOUNDATION
75-105 MERLE DRIVE SUITEPALM DESERTCA92211NONEPROGRAM SUPPORT$1,000TED ROBINSON SCHOLARSHIP FUND
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010NONEPROGRAM SUPPORT$100
PALMS TO PINES ROTARY FOUNDATION
1111 DESERT FALLS PKWYPALM DESERTCA92211NONEPROGRAM SUPPORT$200
JOHN TRACY CLINIC
806 W ADAMS BLVDLOS ANGELESCA90007NONEPROGRAM SUPPORT$10,400
MACDONALD CENTER
605 NW COUCH STPORTLANDOR97209NONEPROGRAM SUPPORT$5,000
CANNON BEACH FIRE & RESCUE
PO BOX 24CANNON BEACHOR97110NONEPROGAM SUPPORT$100
CANNON BEACH HISTORY CENTER
PO BOX 1005CANNON BEACHOR97110NONECANNON RESTORATION PROJECT$50
STEINWAY SOCIETY OF OREGON
131 NW 13TH AVEPORLTANDOR97209NONEPROGRAM SUPPORT$500
GIRLS INC OF NW OREGON
4800 SW MACADAM AVEPORTLANDOR97239NONEPROGRAM SUPPORT$3,000STE 309
ALBANY HISTORIC CAROUSEL AND MUSEUM
503 1ST AVENUE WESTALBANYOR97321NONEPROGRAM SUPPORT$5,000
ANDREW KELLER COMMUNITY PLAZA
16550 SW MERLO RDBEAVERTONOR97006NONEPROGRAM SUPPORT$10,000
ST PETER THE FISHERMAN
79441 HIGHWAY 101S ARCH CAPEOR97102NONEPROGRAM SUPPORT$1,000
PORTLAND RESCUE MISSION
8301 NE HALSEY STPORTLANDOR97220NONEPROGRAM SUPPORT$500
SALVATION ARMY
211 NE 18TH AVEPORTLANDOR97232NONEPROGRAM SUPPORT$500
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUEPORTLANDOR97219NONEPROGRAM SUPPORT$500
GAMMA MU KKG
530 EAST TOWN STREETCOLUMBUSOH43216NONEPROGRAM SUPPORT$1,000
VALLEY CRIME STOPPERS
PO BOX 6690LA QUINTACA92248NONEPROGRAM SUPPORT$150
PALM DESERT HIGH SCHOOL
74910 AZTEC ROADPALM DESERTCA92256NONEPROGRAM SUPPORT$100
OUR LADY OF VICTORY CHURCH
PO BOX 29SEASIDEOR97138NONEPROGRAM SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$143,850TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCANDACE HOLZGRAFEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1300 SE SPOKANE STREETAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Total Contributions$130,264TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$700Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (5 entries)

CANDACE C HOLZGRAFE
JON R HOLZGRAFE
ANTHONY BEBER
TRACEY BEBER
BRETT BEBER

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$265LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FUNDRAISER FOR SOCCER PROGRAM$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$135Amt

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