KINSMAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KINSMAN FOUNDATION (EIN 93-0861885)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101889
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T11:38:18-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIMONE LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10300 SW GREENBURG RD STE 540 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972235417 | 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 | 930861885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KINSMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KINS | BusinessNameControlTxt |
| Phone | 5036541668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1 |
| City | MILWAUKIE | City |
| State | OR | State |
| ZIP Code | 97267 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH KINSMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA A DIMONE | PreparerPersonNm |
| PTIN | P00356464 | PTIN |
| Phone | 5032930093 | PhoneNum |
| 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 | $26,651,880 | 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 | $188,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $188,789 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,853 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,400 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$2,813 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,365,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,236,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,365,621 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,966,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,966,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,151 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $116,843 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,308 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $185,646 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,514 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $77,132 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $132,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $82,724 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,038 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,093 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,761 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $332 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,420 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,587 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,400 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,675 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,344 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,108 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $38,178 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,930 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $133 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $131 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $761,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,719 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,108,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,108,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,869,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $97,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,436,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,140 | CashBOYAmt |
| Cash EOY | $11,653 | CashEOYAmt |
| Cash EOYFMV | $11,653 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,919,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,496,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,496,643 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,400 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,949 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,400 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,400 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,086,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,899,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,731,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,004,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $842,867 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $860,606 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,117,061 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $127,558 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,000,178 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $989,503 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,191,934 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,705,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,592,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,357,130 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,737,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,835,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,651,880 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $182,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $182,801 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $394,140 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $394,140 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,159,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,256,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,736,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,833,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,737,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,835,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,736,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $97,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,833,645 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,833,645 | 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 |
|---|---|---|---|---|---|---|---|
| SCHEDULE ATTACHED | P | 2008-12-31 | 2013-12-31 | $12,219,560 | $10,870,748 | $1,348,812 | $1,348,812 |
| LITIGATION SETTLEMENT PROCEEDS | P | 2008-12-31 | 2013-12-31 | $5,743 | $5,743 | $5,743 | |
| Capital Gain Dividends | |||||||
| $11,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,365,621 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,296,919 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,272,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,352,048 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,781,843 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,322,289 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,004,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06295 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,443,199 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,517,682 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,749,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,333,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06645 | DistributionYr5Rt |
| Total Distribution | 0.32115 | TotalDistributionRt |
| Average Distribution | 0.06423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,280,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,623,766 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,638,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,334,798 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,726 | SubtotalAmt |
| Tax Based On Investment Income | $28,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,926 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KINSMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KINSMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036541668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1 |
| City | MILWAUKIE | City |
| State | OR | State |
| ZIP Code | 972673938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| KEITH KINSMAN | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | President | 40.00 | $135,000 | $33,750 |
| PAMELA REYNOLDS | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | Vice Pres/Treas | 15.00 | $66,150 | $16,538 |
| JACK SCHWAB | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | Secretary | 2.00 | $0 | |
| PAIGE KINSMAN | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | Director | 2.00 | $0 | |
| SHELLEY BAILEY | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | Director | 2.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ELAINE WOOD | |||||||
| 3727 SPAULDING AVE | MILWAUKIE | OR | 972673938 | ACCOUNTANT | 30.00 | $79,900 | $28,863 |
| SARA BAILEY | |||||||
| 3727 SE SPAULDING AVE | MILWAUKIE | OR | 972673938 | GRANTS ASSOCIATE | 35.00 | $68,975 | $17,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,083,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,774,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,808,818 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,665,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,665,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,280,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,264,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,264,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,726 | TotalTaxAmt |
| Distributable Before Adj | $1,235,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,235,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,235,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,798 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,334,798 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,334,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,235,318 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $29,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,798 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,235,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,480 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,885 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $128,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $29,405 | ExcessFromYear1Amt |
| Excess From Current Year | $99,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH KINSMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 SE SPAULDING AVE | AddressLine1 |
| City | MILWAUKIE | City |
| State | OR | State |
| ZIP Code | 972673938 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5036541668 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATEMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED | AddressLine1 |
| City | MILWAUKIE | City |
| State | OR | State |
| ZIP Code | 97267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $1,108,079 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,108,079 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,789 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,853 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$2,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,365,621 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,952,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,952,450 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| KNOX & DIMONE LLC | $5,000 | $3,750 | $0 | $1,250 |
| THOMPSON KESSLER WIEST & BORQU | $7,800 | $5,850 | $0 | $1,950 |
| WDB CPA PC | $880 | $660 | $0 | $220 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING SPAULDING | 2001-04-21 | $71,230 | $21,382 | 87 | 0.0256 | $1,826 | ||
| PAVING-SPAULDING | 2004-11-05 | $1,430 | $772 | 91 | $95 | 15.0000 | ||
| DELL COMPUTER-SERVER | 2010-06-25 | $559 | $280 | 91 | $112 | 5.0000 | ||
| SCANNER | 2011-03-25 | $450 | $158 | 91 | $90 | 5.0000 | ||
| DELL COMPUTER- ADMIN | 2011-08-01 | $579 | $164 | 91 | $116 | 5.0000 | ||
| BROTHER COLOR PRINTER | 2011-10-27 | $477 | $111 | 91 | $95 | 5.0000 | ||
| DELL COMPUTER FINANCE | 2011-11-08 | $920 | $215 | 91 | $184 | 5.0000 | ||
| TREEHOUSE (REMAINDER) | 2001-12-20 | $60,513 | $24,293 | 85 | 0.0364 | $2,201 | $2,201 | |
| STRUCTURAL IMP T/H (REM) | 2001-12-20 | $11,560 | $4,638 | 85 | 0.0364 | $420 | $420 | |
| NEW ROOF TREEHOUSE (REM) | 2001-12-20 | $1,429 | $574 | 85 | 0.0364 | $52 | $52 | |
| SPRINKLER T/H (REM) | 2002-02-10 | $1,493 | $588 | 85 | 0.0364 | $54 | $54 | |
| STRUCTURAL IMP T/H (REM) | 2002-03-05 | $13,086 | $5,137 | 85 | 0.0364 | $476 | $476 | |
| LIGHTING T/H (REM) | 2002-08-13 | $535 | $197 | 85 | 0.0364 | $19 | $19 | |
| TREEHOUSE (LIFE) | 2001-12-20 | $94,784 | $38,051 | 85 | 0.0364 | $3,447 | $3,447 | |
| STRUCTURAL IMP T/H (LIFE) | 2001-12-20 | $13,379 | $5,367 | 85 | 0.0364 | $487 | $487 | |
| NEW ROOF TREEHOUSE (LIFE) | 2001-12-20 | $2,239 | $894 | 85 | 0.0364 | $81 | $81 | |
| IMPROVEMENTS T/H (LIFE) | 2002-06-10 | $19,984 | $7,664 | 85 | 0.0364 | $727 | $727 | |
| STOVE | 2008-06-13 | $578 | $531 | 91 | $47 | 5.0000 | $47 | |
| PRESSURE WASHER | 2012-04-13 | $730 | $110 | 91 | $146 | 5.0000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $9,472 | $7,538 | $1,934 | $2,330 |
| Buildings | $843,768 | $120,020 | $723,748 | $871,811 |
| Land | $263,821 | $263,821 | $317,793 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THEDE CULPEPPER ET AL | CategoryTxt |
| Legal Fees | $3,093 | LegalFeesAmt |
| Net Investment Income | $2,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $332 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $482 | $482 | |
| DUES AND SUBSCRIPTIONS | $850 | $488 | $363 |
| INVESTMENT EXPENSES | $3,200 | $3,200 | |
| OFFICE EXPENSES | $5,331 | $2,665 | $2,665 |
| Rental Expenses | $6,202 | $6,202 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,400 | BOYBookValueAmt |
| EOY Book Value | $1,400 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGERS | CategoryTxt |
| Amt | $127,587 | Amt |
| Net Investment Income | $127,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $2,738 | ||
| FOREIGN TAX WITHHOLDING | $9,697 | $9,697 | |
| OREGON DEPT OF JUSTICE | $1,400 | $1,400 | |
| PROPERTY | $11,419 | $11,419 |
Comments