JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE (EIN 93-6020752)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-05
- IRS object ID
- 201323099349100117
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-05T10:12:27-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936020752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION 97305070 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 5032754327 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3168 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | 99004 | Name |
| Title | OFFICER | Title |
| Phone | 5032754327 | Phone |
| Date Signed | 2013-10-25 | DateSigned |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12875185 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 235311 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 235311 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 581833 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1383360 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 581833 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 817144 | TotalRevenueAndExpenses |
| Total Net Investment Income | 817144 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 149041 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 74521 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 74520 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15163 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4020 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 10627 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10627 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 176331 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 78541 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 86647 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 542500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 542500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 718831 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 78541 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 629147 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 98313 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 738603 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9580 | CashBOY |
| Cash EOY | 11451 | CashEOY |
| Cash EOYFMV | 11451 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 602768 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 195284 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 195284 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 9576 | AccountsReceivableBOY |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 8625445 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9108033 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10531119 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2118778 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2150312 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2137331 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Total Assets BOY | 11366147 | TotalAssetsBOY |
| Total Assets EOY | 11465080 | TotalAssetsEOY |
| Total Assets EOYFMV | 12875185 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 11366147 | CapitalStockBOY |
| Capital Stock EOY | 11465080 | CapitalStockEOY |
| Total Net Assets BOY | 11366147 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11465080 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11366147 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11465080 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11366147 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 98313 | ExcessOfRevenueOverExpenses |
| Other Increases | 620 | OtherIncreases |
| Subtotal | 11465080 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11465080 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| . LAUDUS ROSEN INTL S C FD CL INV | 2013-05-17 | 854 | 854 | 854 | |||
| 20042.328 NUVEEN MID CAP GRWTH OPP FD CL I | 2013-06-07 | 992095 | 373388 | 373388 | 2003-05-13 | 618707 | |
| 15733.226 NUVEEN INFLATION PRO SEC CL I | 2013-06-10 | 179673 | -3147 | -3147 | 2011-09-02 | 182820 | |
| CAPITAL GAIN DIVIDENDS | 949 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 581833 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 635393 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12114414 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052449 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 600953 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12411625 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048419 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 498991 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11505316 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04337 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 472541 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10438086 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045271 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 805619 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14029964 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24693 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049386 | AverageDistributionRatio |
| Net Noncharitable Assets | 12674983 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 625967 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7386 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 633353 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 629147 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14772 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14772 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14772 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12987 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 12987 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 1785 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5032754327 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SW OAK | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| US BANK | ||||||
| PO BOX 3168 | PORTLAND | OR | 97208 | CO-TRUSTEE | 1 | 138541 |
| JULIE VIGELAND | ||||||
| 900 SW 5TH AVE STE 2300 | PORTLAND | OR | 97204 | CO-TRUSTEE | 1 | 12000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12511027 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 356976 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12868003 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12868003 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 193020 | CashDeemedCharitable |
| Net Noncharitable Assets | 12674983 | NetNoncharitableAssets |
| Minimum Investment Return | 633749 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 633749 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14772 | TaxBasedOnInvestmentIncome |
| Total Tax | 14772 | TotalTax |
| Distributable Amount Before Adj | 618977 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 618977 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 618977 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 629147 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 629147 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 629147 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 618977 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 20162 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20162 | TotalExcessDistriCarryover |
| Qualifying Distributions | 629147 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 618977 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10170 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30332 | 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 | 30332 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 20162 | ExcessFromYear1 |
| Excess From Current Year | 10170 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE JACKSON FOUNDATION ATTN MR R | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3168 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5032756564 | RecipientPhoneNumber |
| Form And Info And Materials | A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING. | SubmissionDeadlines |
| Restrictions On Awards | FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (157 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ADELANTE MUJERES | ||||||||
| 2420 19TH AVE | FOREST GROVE | OR | 97116 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ALBERTINA KERR CENTER | ||||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| AMERICAN RED CROSS | ||||||||
| 3131 N VANCOUVER AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | OREGON TRAIL CHAPTER |
| ARTISTS REPERTORY THEATRE | ||||||||
| 1515 SW MORRISON | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BETTER PEOPLE | ||||||||
| 4310 NE MLK JR BLVD | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BIENESTAR | ||||||||
| 220 SE 12TH AVE STE A-100 | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| BIG BROTHERS BIG SISTERS NORTHWEST | ||||||||
| 1827 NE 44TH AVE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BLACK UNITED FUND OF OREGON | ||||||||
| 2828 NE ALBERTA ST | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| BOYS & GIRLS AID SOCIETY | ||||||||
| 018 SW BOUNDARY COURT | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BRADLEY ANGLE HOUSE | ||||||||
| 5432 N ALBINA ST | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BROADWAY ROSE THEATRE CO | ||||||||
| PO BOX 231004 | TIGARD | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CALDERA | ||||||||
| 224 NW 13TH AVENUE STE 304 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CAMPFIRE USA PORTLAND COLUMBIA | ||||||||
| 619 SW 11TH AVE STE 234 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CASA FOR CHILDREN | ||||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CASCADE AIDS PROJECT | ||||||||
| 208 SW 5TH AVE STE 800 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CENTER FOR EARTH LEADERSHIP | ||||||||
| 319 SW WASHINGTON ST 400 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| CHESS FOR SUCCESS | ||||||||
| 2701 NW VAUGHN ST SUITE 101 | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| CHILDREN'S CANCER ASSN | ||||||||
| 433 NW 4TH AVE STE 100 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| THE CHILDREN'S COURSE | ||||||||
| 19825 RIVER ROAD | GLADSTONE | OR | 97027 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CLASSIC GREEK THEATRE OF OREGON | ||||||||
| PO BOX 23908 | PORTLAND | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| COMMUNITY TRANSITIONAL SCHOOL | ||||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| DRESS FOR SUCCESS OF OREGON INC | ||||||||
| 1532 B NE 37TH AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| ECUMENICAL MINISTRIES OF OR | ||||||||
| 0245 SW BANCROFT ST STE B | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| FINANCIAL BEGINNINGS | ||||||||
| 7327 SW BARNES ROAD 213 | PORTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE FRESHWATER TRUST | ||||||||
| 65 SW YAMHILL ST STE 200 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| FRIENDS OF THE CHILDREN-PORTLAND | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| FRIENDS OF THE COLUMBIA GORGE | ||||||||
| 522 SW 5TH AVE STE 720 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF SATURDAY ACADEMY | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| FRIENDS OF TRYON CREEK | ||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| GROWING GARDENS | ||||||||
| 2203 NE OREGON ST | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| HABITAT FOR HUMANITY PORTLAND | ||||||||
| 1478 NE KILLINGSWORTH | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| HIGH DESERT MUSEUM | ||||||||
| 59800 S HIGHWAY 97 | BEND | OR | 97702 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| I HAVE A DREAM FOUNDATION OREGON | ||||||||
| 1478 NE KILLINGSWORTH ST 1ST FLOOR | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |
| IMAGO THEATRE | ||||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| IMPACT NW | ||||||||
| 10055 E BURNSIDE ST | PORTLAND | OR | 97216 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| 5532 NE HALSEY ST | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| JAPANESE GARDEN SOCIETY | ||||||||
| PO BOX 3847 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | OF OREGON |
| JOIN | ||||||||
| 1435 NE 81ST AVE STE 100 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| KINSHIP HOUSE | ||||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 102 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $6,500 | |
| LITERARY ARTS INC | ||||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| MACDONALD CENTER | ||||||||
| 605 NW COUCH STREET | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MEDICAL TEAMS INTERNATIONAL | ||||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1808 SE BELMONT ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| METROPOLITAN YOUTH SYMPHONY | ||||||||
| 4800 SW MACADAM SUITE 105 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE SIXTH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| MORRISON CHILD & FAMILY SERVICES | ||||||||
| 1035 NE SANDY BLVD | PORTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| NONPROFIT ASSN OF OR | ||||||||
| 5100 SW MACADAM AVE STE 360 | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| NW CHILDREN'S THEATER & SCHOOL | ||||||||
| 1819 NW EVERETT ST | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NW EARTH INSTITUTE | ||||||||
| 107 SE WASHINGTON ST SUITE 235 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| NORTHWEST HOUSING ALTERNATIVES | ||||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OPAL CREEK ANCIENT FOREST CTR | ||||||||
| 721 NW 9TH AVE STE 236 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,500 | |
| OREGON ALLIANCE OF INDEP | ||||||||
| 16101 SW 72ND AVE STE 100 | PORTLAND | OR | 97224 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | COLLEGES & UNIVERSITIES |
| OREGON BALLET THEATRE | ||||||||
| 818 SE 6TH AVENUE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| OREGON CHILDREN'S THEATRE | ||||||||
| 1939 NE SANDY BLVD | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| OREGON COAST AQUARIUM | ||||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| 222 NW DAVIS ST STE 309 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON HUMANITIES | ||||||||
| 813 SW ALDER ST STE 702 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON MENTORS | ||||||||
| 1221 SW YAMHILL ST | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| OREGON MUSEUM OF SCIENCE & | ||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $8,500 | NDUSTRY |
| OREGON NATURAL DESERT ASSOCIATION | ||||||||
| 50 SW BOND ST STE 4 | BEND | OR | 97702 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| OREGON SHAKESPEARE FESTIVAL | ||||||||
| 15 SOUTH PIONEER ST | ASHLAND | OR | 97520 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 | |
| OREGON SYMPHONY ASSN | ||||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $13,500 | |
| OREGON ZOO FOUNDATION | ||||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PACIFIC NORTHWEST COLLEGE OF ART | ||||||||
| 1241 NW JOHNSON STREET | PORTLAND | OR | 97209 | NONE | COLLEGE | SCHOLARSHIP | $3,000 | |
| PACIFIC YOUTH CHOIR | ||||||||
| 1012 SW KING AVE STE 10 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE PARK ACADEMY | ||||||||
| PO BOX 34 | MARYLHURST | OR | 97036 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| PORTLAND BAROQUE ORCHESTRA | ||||||||
| 1020 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW 11TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| PORTLAND COMMUNITY COLLEGE FDN | ||||||||
| PO BOX 19000 | PORTLAND | OR | 97280 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND FESTIVAL SYMPHONY | ||||||||
| PO BOX 585 | PORTLAND | OR | 97207 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND INSTITUTE FOR | ||||||||
| 415 SW 10TH AVE 300 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | CONTEMPORARY ART |
| PORTLAND OPERA ASSOCIATION | ||||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $11,000 | |
| PORTLAND RESCUE MISSION | ||||||||
| 1507 NE 122ND AVE | PORTLAND | OR | 97230 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PORTLAND YOUTH PHILHARMONIC | ||||||||
| 520 SW 6TH AVE STE 820 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| PROFILE THEATRE PROJECT | ||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 | |
| THE SALVATION ARMY WESTERN | ||||||||
| 8495 SE MONTEREY AVE | HAPPY VALLEY | OR | 97086 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | TERRITORY WOMENS & CHILDRENS SHELTE |
| SCHOOLHOUSE SUPPLIES | ||||||||
| 2735 NE 82ND AVE | PORTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| SISTERS OF THE ROAD INC | ||||||||
| 133 NW 6TH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| STORE TO DOOR | ||||||||
| PO BOX 4665 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| TEARS OF JOY THEATRE | ||||||||
| 323 NE WYGANT ST 201 | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THIRD ANGLE NEW MUSIC ENSEMBLE | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| THIRD RAIL REPATORY THEA | ||||||||
| PO BOX 96063 | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| WALLACE MEDICAL CONCERN | ||||||||
| 124 NE 181 ST STE 103 | PORTLAND | OR | 97230 | NONE | PUBLIC | GENERAL SUPPORT | $5,500 | |
| WESTERN RIVERS CONSERVANCY | ||||||||
| 71 SW OAK ST STE 100 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WHITE BIRD | ||||||||
| 5620 SW EDGEMONT PLACE | PORTLAND | OR | 97239 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| YOUNG AUDIENCES OF OREGON INC | ||||||||
| 1220 SW MORRISON ST 1000 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| YWCA OF GREATER PORTLAND | ||||||||
| 1111 SW 10TH AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| BETHEL LUTHERAN CHURCH | ||||||||
| 5658 N DENVER AVENUE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | YOUTH DROP IN CENTER |
| BLANCHET HOUSE OF HOSPITALITY | ||||||||
| 615 NW 18TH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BODYVOX | ||||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| CATHOLIC CHARITIES | ||||||||
| 2740 SE POWELL BLVD 1 | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| COALITION OF COMMUNITY | ||||||||
| 619 SW 11TH AVENUE SUITE 225 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | HEALTH CLINIC |
| CENTRO CULTURAL OF WASHINGTON CNTY | ||||||||
| 1110 N ADAIR STREET | CORNELIUS | OR | 97113 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CENTRAL CITY CONCERN | ||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| COMMUNITY PARTNERS FOR AFFORDABLE | ||||||||
| PO BOX 23206 | TIGARD | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | HOUSING |
| DE LA SALLE NORTH CATHOLIC | ||||||||
| 7528 N FENWICK AVE | PORTLAND | OR | 97217 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | HIGH SCHOOL |
| ELDERS IN ACTION | ||||||||
| 1411 SW MORRISON ST SUITE 290 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| FRUIT & FLOWER DAY NURSERY | ||||||||
| 2378 NW IRVING STREET | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | OF PORTLAND |
| LAN SU CHINESE GARDEN | ||||||||
| 127 NW THIRD AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA STREET | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| OUR HOUSE OF PORTLAND | ||||||||
| 2727 SE ALDER | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| OREGON HISTORICAL SOCIETY | ||||||||
| 1200 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| PETER BRITT GARDENS MUSIC & ART | ||||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | FESTIVAL ASSOCIATION |
| PORTLAND JAZZ FESTIVAL | ||||||||
| 133 SW 2ND AVE STE 420 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| RETURNING VETERAN'S PROJECT | ||||||||
| 833 SE MAIN BOX 122 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| SAVE THE PT BOAT INC | ||||||||
| PO BOX 13422 | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| SELF ENHANCEMENT INC | ||||||||
| 3920 N KERBY AVE | PORTLAND | OR | 97227 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SNOW CAP | ||||||||
| PO BOX 160 | FAIRVIEW | OR | 97024 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| TUCKER-MAXON ORAL SCHOOL | ||||||||
| 2860 SE HOLGATE | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| VOLUNTEERS OF AMERICA OREGON INC | ||||||||
| 3910 SE STARK ST | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| COMMUNITY ALLIANCE OF TENANTS | ||||||||
| 2710 NE 14TH AVENUE | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PORTLAND FRUIT TREE PROJECT | ||||||||
| 1912 NE KILLINGSWORTH ST | PORTLAND | OR | 97292 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| ALL CLASSICAL PUBLIC MEDIA INC | ||||||||
| 515 NE 15TH AVE | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PENDULUM AERIAL ARTS | ||||||||
| 2525 SW PATTON ROAD | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PORTLAND SHAKESPEARE PROJECT | ||||||||
| 4770 AVERY LANE | LAKE OSWEGO | OR | 97035 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| YU CENTER FOR THE ARTS INC | ||||||||
| 800 SE 10TH AVE | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| 1000 FRIENDS OF OREGON | ||||||||
| 133 SW 2ND AVE STE 201 | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| ARCHITECTUAL FOUNDATION OF OR | ||||||||
| PO BOX 40230 | PORTLAND | OR | 97240 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 5120 SW MILWAUKIE AVE | PORTLAND | OR | 97202 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | PORTLAND COUNCIL |
| COLUMBIA GORGE DISCOVERY CENTER | ||||||||
| 5000 DISCOVERY DRIVE | THE DALLES | OR | 97058 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | AND MUSEUM |
| OREGON NIKKEI ENDOWMENT | ||||||||
| 121 NW 2ND AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| ANGEL FLIGHT WEST INC | ||||||||
| 18191 SW SUNRISE PEAKS LANE | HILLSBORO | OR | 97123 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| LEGACY CHILDREN'S HOSPITAL FNDN | ||||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| PROVIDENCE PORTLAND MIDEICAL FNDN | ||||||||
| 4805 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | |
| NORTHWESTCATHOLIC COUNSELING CENTER | ||||||||
| 8383 NE SANDY BLVD 205 | PROTLAND | OR | 97220 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| CONFLUENCE PROJECT | ||||||||
| 1701 BROADWAY 144 | VANCOUVER | WA | 98663 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| POLICE ACTIVITIES LEAGUE | ||||||||
| 449 NE EMERSON ST | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| SMART (START MAKING A READER TODAY) | ||||||||
| 101 SW MARKET ST | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |
| CRAG LAW CENTER | ||||||||
| 917 SW OAK SUITE 417 | PORTLAND | OR | 97205 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LIFT URBAN PORTLAND | ||||||||
| 2701 NW VAUGHN ST 102 | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| LIVING HOPE INTERNATIONAL | ||||||||
| PO BOX 1218 | CLACKAMAS | OR | 97015 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| POTLUCK IN THE PARK | ||||||||
| PO BOX 12443 | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | COLUMBIA WILLAMETTE |
| NORTHWEST DANCE PROJECT | ||||||||
| PO BOX 42488 | PORTLAND | OR | 97242 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 | |
| AUDUBON SOCIETY OF PORTLAND | ||||||||
| 5151 NW CORNELL ROAD | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| OREGON STATE PARKS FOUDNATION | ||||||||
| 888 SW 5TH AVE | PORTLAND | OR | 97204 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NORTHWEST OUTWARD BOUND SCHOOL | ||||||||
| 31520 E WOODARD ROAD | TROUTDALE | OR | 97060 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MEALS ON WHEELS | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MY FATHER'S HOUSE | ||||||||
| PO BOX 1147 | GRESHAM | OR | 97030 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PITTOCK MANSION SOCIETY | ||||||||
| 3229 NW PITTOCK DRIVE | PORTLAND | OR | 97210 | NONE | PUBLIC | GENERAL SUPPORT | $12,500 | |
| DEPAUL INDUSTRIES | ||||||||
| 4950 NE MARTIN LUTHER KING KR BLVD | PORTLAND | OR | 97211 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| NAYA FAMILY CENTER | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| NORTHWEST KIDNEY KIDS INC | ||||||||
| PO BOX 230075 | PORTLAND | OR | 97281 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ZIMMERMAN COMMUNITY CENTER | ||||||||
| 1542 NW 14TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| EARTHWISE LAW CENTER | ||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| LETTUCE GROW GARDEN FOUNDATION | ||||||||
| 1631 NE BROADWAY 450 | PORTLAND | OR | 97232 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PLAYWORKS PORTLAND | ||||||||
| 1125 SE MADISON SUITE 210 | PORTLAND | OR | 97214 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| STAND FOR CHILDREN LEADERSHIP CENTER | ||||||||
| 1732 NW QUIMBY ST STE 200 | PORTLAND | OR | 97209 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 NORTH WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| PORTLAND HOMELESS FAMILY SOLUTIONS | ||||||||
| 1838 SW JEFFERSON | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| NORTHWEST MOTHERS MILK BANK | ||||||||
| 417 SW 117TH AVE STE 105 | PROTLAND | OR | 97225 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SOLVE | ||||||||
| 2000 SW 1ST AVE SUITE 400 | PORTLAND | OR | 97201 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WORLD SALMON COUNCIL | ||||||||
| PO BOX 80311 | PORTLAND | OR | 97280 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 542500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $235,311 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $581,833 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $817,144 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 817144 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,500 | Amount |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NUVEEN INTERMEDIATE TERM BD | ||
| NUVEEN FUNDS CORE BD FD I | 2150312 | 2137331 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ROWE T PRICE MID-CAP GROWTH FD | 854860 | 845352 |
| NUVEEN MID CAP GRWTH OPP | ||
| RUSSELL EMERGING MARKETS CL S | 300000 | 223418 |
| FRANK RUSSELL EMERGING MKT | ||
| T ROWE PRICE GROWTH STK | 1320899 | 1727867 |
| LAUDUS INTL MARKETMASTERS | 745228 | 951895 |
| AMERICAN EUROPACIFIC GRTH | 680539 | 791343 |
| PIMCO TOTAL RETURN FUND | 1506310 | 1423153 |
| NUVEEN INFLATION PRO SEC FD | 668617 | 640998 |
| NUVEEN REAL ESTATE SECS | 486536 | 589231 |
| NUVEEN SANTA BARBARA DIV GRWTH | 973071 | 1250726 |
| T ROWE PRICE SC STOCK | 475284 | 593273 |
| VANGUARD EQUITY INCOME | 1096689 | 1493863 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| GRANTMAKERS MEMBERSHIP | 2375 | 0 | 2375 |
| STATE FILING FEE | 1045 | 0 | 1045 |
| WEB HOSTING | 1594 | 0 | 1594 |
| WEB DEVLEOPMENT | 5613 | 0 | 5613 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FED TAX REFUND | $617 |
| ADJUSTMENT FOR ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $11,143 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,949 | 3949 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $71 | 71 | 0 |
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