HAUGLAND FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAUGLAND FAMILY FOUNDATION (EIN 20-0270777)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-25
- IRS object ID
- 201430569349100208
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-25T12:43:50-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261531932 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN K FOWLER CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10784 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97440 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200270777 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSARIA P HAUGLAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROSA | NameControl |
| Phone | 5413431418 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40190 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSARIA P HAUGLAND | Name |
| Title | PRESIDENT | Title |
| Phone | 5413431418 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00356512 | PTIN |
| Phone | 5419689535 | Phone |
| Date Prepared | 2014-02-18 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 19582374 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 27000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 584445 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 584445 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 306224 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 306224 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 123399 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 62542 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1041068 | TotalRevenueAndExpenses |
| Total Net Investment Income | 953211 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 168 | InterestRevAndExpnss |
| Interest Net Invst Incm | 168 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 67915 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 84201 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 84201 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 152284 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 84369 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1163570 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1163570 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1315854 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 84369 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1163570 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -274786 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 868842 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1929526 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1438108 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1438108 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 10062377 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11652873 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13306932 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1756905 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1256905 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1340129 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 4019821 | InvestmentsOtherBOY |
| Investments Other EOY | 3145957 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3497205 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 17768629 | TotalAssetsBOY |
| Total Assets EOY | 17493843 | TotalAssetsEOY |
| Total Assets EOYFMV | 19582374 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17768629 | CapitalStockBOY |
| Capital Stock EOY | 17493843 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 17768629 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17493843 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17768629 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17493843 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17768629 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -274786 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 17493843 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17493843 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|
| CAPITAL GAIN-ST | 50838 | 50838 |
| CAPITAL GAIN-LT | 255386 | 255386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 306224 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1191303 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19060745 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062500 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 909550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19787219 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045967 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1293562 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18350757 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070491 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1077630 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19644465 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054857 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 992550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 23154146 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042867 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.276682 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055336 | AverageDistributionRatio |
| Net Noncharitable Assets | 18776912 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1039039 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8688 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1047727 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1163570 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8688 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8688 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8688 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 100843 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 100843 | TotalCreditsAndPayments |
| Overpayment | 92155 | Overpayment |
| Amount Credited To Next Year | 8800 | AmountCreditedToNextYear |
| Amount To Be Refunded | 83355 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5413431418 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40190 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROSARIA P HAUGLAND | ||||||||
| 1590 WILLAMETTE ST 220 | EUGENE | OR | 97401 | PRESIDENT, TREASURER AND D | 5.00 | 0 | 0 | 0 |
| ALEXANDER D HAUGLAND | ||||||||
| 1590 WILLAMETTE ST 220 | EUGENE | OR | 97401 | VICE PRESIDENT,DIRECTOR | 0.00 | 0 | 0 | 0 |
| CAROLYN K FOWLER | ||||||||
| 1590 WILLAMETTE ST 220 | EUGENE | OR | 97401 | SECRETARY, DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARINA HAUGLAND MARTIN | ||||||||
| 1590 WILLAMETTE ST 220 | EUGENE | OR | 97401 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ALAN EVANS | ||||||||
| 1590 WILLAMETTE ST 220 | EUGENE | OR | 97401 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 14268960 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1296690 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3497205 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 19062855 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 19062855 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 285943 | CashDeemedCharitable |
| Net Noncharitable Assets | 18776912 | NetNoncharitableAssets |
| Minimum Investment Return | 938846 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 938846 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8688 | TaxBasedOnInvestmentIncome |
| Total Tax | 8688 | TotalTax |
| Distributable Amount Before Adj | 930158 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 930158 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 930158 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1163570 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1163570 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8688 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1154882 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 930158 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 86021 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 249460 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 335481 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1163570 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 930158 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 233412 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 568893 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 568893 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 86021 | ExcessFromYear3 |
| Excess From Year1 | 249460 | ExcessFromYear1 |
| Excess From Current Year | 233412 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSARIA P HAUGLAND | ContributingManager |
| Contributing Manager | ALEXANDER D HAUGLAND | ContributingManager |
| Contributing Manager | MARINA HAUGLAND MARTIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARTS & BUSINESS ALLIANCE OF EUGENE | |||||||
| 1401 WILLAMETTE ST | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| ASIAN WOMEN AND CHILDREN'S CENTERS | |||||||
| PO BOX 50971 | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| BRIDGEWAY HOUSE | |||||||
| 3575 DONALD STREET 145B | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| CASCADIA CONCERT OPERA | |||||||
| PO BOX 11424 | EUGENE | OR | 97440 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| CENTER FOR COMMUNITY COUNSELING | |||||||
| 1465 COBURG ROAD | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| CHAMBER MUSIC AMICI | |||||||
| PO BOX 50824 | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | CONCERT SPONSORSHIP | $1,500 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| DIRECTION SERVICES INC | |||||||
| 3411-A WILLAMETTE ST | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $200 |
| EUGENE BALLET COMPANY | |||||||
| PO BOX 11200 | EUGENE | OR | 97440 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $40,000 |
| EUGENE CONCERT CHOIR | |||||||
| 1590 WILLAMETTE ST 400 | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $30,000 |
| EUGENE OPERA | |||||||
| 1590 WILLAMETTE ST | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 |
| HIV ALLIANCE | |||||||
| 1966 GARDEN AVENUE | EUGENE | OR | 97403 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| KWAX RADIO | |||||||
| UNIVERSITY OF OREGON AGATE HALL | EUGENE | OR | 97403 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $600 |
| LANE COMMUNITY COLLEGE FOUNDATION | |||||||
| 4000 E 30TH AVE | EUGENE | OR | 97405 | NONE | SCHOOL | OPERATING SUPPORT | $35,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $27,000 |
| MUSEO ITALO AMERICANO | |||||||
| FT MASON CENTER BLDG C | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| NATURE CONSERVANCY | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| NORTHWEST YOUTH CORPS | |||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| OPHELIA'S PLACE | |||||||
| 1577 PEARL 200 | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $262,970 |
| OREGON CONTEMPORARY THEATRE (FKA LORD LEEBRICK THEATRE) | |||||||
| 540 CHARNELTON STREET | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 |
| OREGON MOZART PLAYERS | |||||||
| PO BOX 11474 | EUGENE | OR | 97440 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $20,600 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 200 BEXELL HALL | CORVALLIS | OR | 97331 | NONE | SCHOOL | BUILDING FUND | $10,000 |
| PACIFIC CLASSICAL BALLET | |||||||
| 1140 WILLAGILLESPIE ROAD STE 16 | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,500 |
| PARENTING NOW (FKA BIRTH TO THREE) | |||||||
| 86 CENTENNIAL LOOP | EUGENE | OH | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| RELIEF NURSERY INC | |||||||
| 1720 W 25TH AVE | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| SHELTERCARE | |||||||
| PO BOX 23338 | EUGENE | OR | 97402 | NONE | PUBLIC CHARITY | BUILDING FUND | $276,000 |
| SPRINGFIELD EDUCATIONAL FOUNDATION | |||||||
| 525 MILL STREET | SPRINGFIELD | OR | 97477 | NONE | SCHOOL | BUILDING FUND | $224,000 |
| THE TRAUMA HEALING PROJECT INC | |||||||
| 2222 COBURG ROAD SUITE 300 | EUGENE | OR | 97401 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| UNITED WAY OF LANE COUNTY | |||||||
| 3171 GATEWAY LOOP | SPRINGFIELD | OR | 97477 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 360 E 10TH AVE 202 | EUGENE | OR | 97401 | NONE | SCHOOL | DOCTORAL STUDENT SUPPORT | $50,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 3321 W 11TH AVE | EUGENE | OR | 97402 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| WOMENSPACE | |||||||
| PO BOX 50127 | EUGENE | OR | 97405 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $15,000 |
| ZONTA INTERNATIONAL | |||||||
| PO BOX 111171 | EUGENE | OR | 97440 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1163570 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $584,445 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,542 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $306,224 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $103,886 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$43,029 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $103,886 | UnrelatedBusinessIncomeAmount |
| Exclusion | $910,182 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1014068 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CREDIT SUISSE | NameOfBond |
| EOY Book Value | 1256905 | EOYBookValue |
| EOYFMV | 1340129 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CREDIT SUISSE | NameOfStock |
| EOY Book Value | 11652873 | EOYBookValue |
| EOYFMV | 13306932 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS FINANCIAL SERVICES | AT COST | 2130019 | 2766299 |
| CREDIT SUISSE | AT COST | 1015938 | 730906 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSES | Description |
| Revenue And Expenses Per Books | 84201 | RevenueAndExpensesPerBooks |
| Net Investment Income | 84201 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP INCOME | 62542 | 62542 | 62542 |
| PARTNERSHIP INCOME | 60857 | 60857 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $5,105 | 0 | 0 |
| STATE FILING FEES | $224 | 0 | 0 |
| STATE UBIT TAX | $2,586 | 0 | 0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $60,000 | 0 | 0 |
| FEDERAL UBIT TAX | $0 | 0 | 0 |
Comments