DEMOREST FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DEMOREST FAMILY FOUNDATION (EIN 20-3399144)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201321279349100722
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T12:32:11-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931042710 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEFFEN MESHER & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SW 5TH AVE SUITE 800 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203399144 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMOREST FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEMO | NameControl |
| Phone | 5032432671 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY L DEMOREST | Name |
| Title | PRESIDENT/DIRECTOR | Title |
| Phone | 5032432671 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M O'LEARY | Name |
| PTIN | P00161401 | PTIN |
| Phone | 5032210141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5854110 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1329 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1329 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 113628 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 113628 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23512 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 257866 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23512 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 138469 | TotalRevenueAndExpenses |
| Total Net Investment Income | 138469 | 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 |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2235 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 634 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 548 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 181 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 131 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4916 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2015 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1848 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 244000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 244000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 248916 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2015 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 245848 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -110447 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 136454 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 599573 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 723480 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 723480 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4127162 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3892808 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5130630 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4726735 | TotalAssetsBOY |
| Total Assets EOY | 4616288 | TotalAssetsEOY |
| Total Assets EOYFMV | 5854110 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4726735 | RetainedEarningsBOY |
| Retained Earnings EOY | 4616288 | RetainedEarningsEOY |
| Total Net Assets BOY | 4726735 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4616288 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4726735 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4616288 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4726735 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -110447 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4616288 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4616288 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1,000 SHRS GILEAD SCIENCES INC COM | P | 1995-03-28 | 2012-02-06 | 54139 | 789 | 53350 | 53350 |
| 500 SHRS GILEAD SCIENCES INC COM | P | 1995-03-28 | 2012-02-06 | 27218 | 395 | 26823 | 26823 |
| 2,000 ISHARES FTSE HK | P | 2008-09-17 | 2012-07-02 | 66958 | 64020 | 2938 | 2938 |
| 107 CITIGROUP INC COM NEW | P | 1995-11-22 | 2012-08-21 | 3295 | 10590 | -7295 | -7295 |
| 100 CITIGROUP INC COM NEW | P | 2007-08-27 | 2012-08-21 | 3079 | 48280 | -45201 | -45201 |
| 1,000 SHRS WASTE MANAGEMENT INC NEW | P | 2007-01-12 | 2012-08-21 | 34593 | 37060 | -2467 | -2467 |
| 1,000 SHRS WASTE MANAGEMENT INC NEW | P | 2007-02-02 | 2012-08-24 | 34292 | 38080 | -3788 | -3788 |
| 1,000 SHRS WASTE MANAGEMENT INC NEW | P | 2007-02-13 | 2012-08-24 | 34292 | 35140 | -848 | -848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23512 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 241288 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5387141 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044790 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 252814 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5021999 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050341 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 303211 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4704694 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064449 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 302122 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6238415 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048429 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 254055 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6405835 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039660 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247669 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049534 | AverageDistributionRatio |
| Net Noncharitable Assets | 5691455 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 281921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1365 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 283286 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 245848 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2729 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2729 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2729 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2120 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2120 | TotalCreditsAndPayments |
| Tax Due | 609 | TaxDue |
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 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | 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 | HARRY L DEMOREST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5032432671 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 SW UPPER HALL | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY L DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| KAAREN M DEMOREST | ||||||||
| 1581 SW UPPER HALL | PORTLAND | OR | 97201 | SECRETARY/DIRECTOR | 0.50 | 0 | 0 | 0 |
| CHRISTINE BARBOUR | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| SCOTT E DEMOREST | ||||||||
| C/O 1581 SW UPPER HALL | PORTLAND | OR | 97201 | DIRECTOR | 0.25 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5020083 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 758044 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5778127 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5778127 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86672 | CashDeemedCharitable |
| Net Noncharitable Assets | 5691455 | NetNoncharitableAssets |
| Minimum Investment Return | 284573 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 284573 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2729 | TaxBasedOnInvestmentIncome |
| Total Tax | 2729 | TotalTax |
| Distributable Amount Before Adj | 281844 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 281844 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 281844 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 245848 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 245848 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 245848 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 281844 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 243843 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 245848 | QualifyingDistributions |
| Applied To Year1 | 243843 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2005 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 279839 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY L DEMOREST | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALL HANDS RAISED | |||||||
| 2069 NE HOYT STREET | PORTLAND | OR | 97232 | N/A | PUBLIC CHARITY | EDUCATION | $37,000 |
| BLANCHET HOUSE | |||||||
| 340 NW GLISAN | PORTLAND | OR | 97209 | N/A | PUBLIC CHARITY | FEEDING THE UNDERPRIVELEGED | $15,000 |
| BRADLEY ANGLE | |||||||
| 720 N KILLINGSWORTH AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE SHELTERING | $1,000 |
| CASA FOR CHILDREN | |||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | N/A | PUBLIC CHARITY | ADVOCATION FOR ABUSED AND NEGLECTED CHILDREN | $1,000 |
| CASCADE HEIGHTS MIDDLE SCHOOL | |||||||
| 15301 SE 92ND AVE | CLACKAMAS | OR | 97015 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| CLASSIC WINES AUCTION | |||||||
| 111 SW 5TH AVE 3400 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | EDUCATION, YOUTH DEVELOPMENT | $5,000 |
| FRIENDS OF THE CHILDREN - PORTLAND | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $25,000 |
| GRESHAM-BARLOW SCHOOL DISTRICT | |||||||
| 1331 NW EASTMAN PKWY | GRESHAM | OR | 97030 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| LINCOLN HIGH SCHOOL FOUNDATION | |||||||
| 1600 SW SALMON STREET | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | EDUCATION | $21,000 |
| MEALS ON WHEELS | |||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | FEEDING THE UNDERPRIVELEGED | $1,000 |
| MULTIPLE SCLEROSIS SOCIETY OF PORTLAND OREGON INC | |||||||
| PO BOX 16553 | PORTLAND | OR | 972920553 | N/A | PUBLIC CHARITY | RESEARCH | $10,000 |
| OLD TIMERS' BASEBALL | |||||||
| 5019 SW LOWELL | PORTLAND | OR | 97221 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $6,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| OSU FOUNDATION | |||||||
| 850 SW 35TH ST | CORVALLIS | OR | 97333 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 |
| PARKINSON'S RESOURCES OF OREGON | |||||||
| 3975 MERCANTILE DR SUITE 154 | LAKE OSWEGO | OR | 97035 | N/A | PUBLIC CHARITY | RESEARCH | $5,000 |
| SCANDINAVIAN HERITAGE FDN | |||||||
| 8800 SW OLESON ROAD | PORTLAND | OR | 97223 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| SELF ENHANCEMENT INC | |||||||
| 3920 N KERBY AVENUE | PORTLAND | OR | 97227 | N/A | PUBLIC CHARITY | YOUTH DEVELOPMENT | $30,000 |
| SUTTER MEDICAL FRONTIER FDN | |||||||
| 8170 LAGUNA BLVD | ELK GROVE | CA | 95758 | N/A | PUBLIC CHARITY | HEALTHCARE | $5,000 |
| THE CHILDREN'S COURSE | |||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| THE FRESHWATER TRUST | |||||||
| 65 SW YAMHILL ST SUITE 200 | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | NATURE CONSERVATION | $20,000 |
| WEST LINN - WILSONVILLE EDUCATION FOUNDATION | |||||||
| 1980 WILLAMETTE FALLS DR 120-117 | WEST LINN | OR | 97068 | N/A | PUBLIC CHARITY | EDUCATION | $11,000 |
| WEST SYLVAN FOUNDATION | |||||||
| 8111 SW WEST SLOPE DR | PORTLAND | OR | 97225 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 244000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,329 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $113,628 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,512 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $138,469 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 138469 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH - EMA ACCOUNT | NameOfStock |
| EOY Book Value | 3892808 | EOYBookValue |
| EOYFMV | 5130630 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MERRILL LYNCH FEES | 84 | 84 | 0 |
| OTHER FEES | 97 | 47 | 50 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 STATE OF OREGON BALANCE DUE | $548 | 0 | 548 |
| FOREIGN TAXES | $634 | 634 | 0 |
| 2012 ESTIMATED PAYMENTS | $1,053 | 0 | 0 |
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