2013-10-15T10:34:01-07:00 2012-12-31 Hansen Hunter & Co PC 8930 SW Gemini Drive Beaverton OR 97008 990 2012-01-01 936071709 Lesta Hoel Memorial Trust Fund LEST 5032264911 2545 SW Terwilliger Blvd Portland OR 97201 DELORES SELLNER 2013-10-14 true Cynthia J Heuberger P00166783 5032442134 2012 2016-02-25 16:41:14Z RON SHROCK 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 363378 false false X N/A X 1967 OR THE PURPOSE OF THE TRUST IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. 10 10 0 0 42317 56365 0 25877 40446 0 68194 96811 105460 155597 0 0 0 0 6171 6130 111631 161727 -43437 -64916 962375 939229 7733 15922 954642 923307 THE PURPOSE OF THE TRUST IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. AND WHO FOR AN APPROPRIATE REASON, WHETHER IT BE SICKNESS OR OTHERWISE HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES. false false 155597 155597 GRANTS TO TERWILLIGER PLAZA, INC. TO ASSIST RESIDENTS WHO LACK SUFFICIENT INCOME OR ASSETS TO SUPPORT THEIR LIVING EXPENSES. 155597 true true false false false false false false false true false false false false true false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false true false false false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 10 10 false false false false false false true true true false false true true true true true true false false false OR X X TERWILLIGER PLAZA INC 5032264911 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 C SCOTT PHILIPS 1.00 0.00 X X 0 0 0 ROSE RUSTIN 1.00 0.00 X 0 0 0 VIRGINIA BURGESS 1.00 0.00 X X 0 0 0 MARGARET NEAL 1.00 0.00 X 0 0 0 GERARD DEBLOIS 1.00 0.00 X 0 0 0 AL GOUDY 1.00 0.00 X X 0 0 0 Charles J Pruitt 1.00 0.00 X 0 0 0 ALLEN DOBBINS 1.00 0.00 X 0 0 0 BJ WITTWER 1.00 0.00 X 0 0 0 RON SHROCK 1.00 0.00 X X 0 0 0 DIANE GIBSON 4.00 45.00 X 0 108857 8219 DELORES SELLNER 4.00 45.00 X 0 193892 10609 302749 18828 0 false true false 0 28737 27628 56365 0 26150 26150 0 0 0 280863 266567 14296 14296 14296 0 0 0 0 96811 40446 155597 155597 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4540 4540 0 0 0 0 0 0 0 0 0 0 0 0 0 CT-12 FILING FEE 140 140 ADMINISTRATIVE EXPENSES 1450 1450 0 161727 155597 6130 0 0 112484 119227 0 4120 12918 0 0 0 0 0 0 839610 800315 0 0 0 6161 6769 962375 939229 7733 15922 7733 15922 X -148429 -143852 1103071 1067159 954642 923307 962375 939229 X -64916 32973 608 X false false false X X X false false false TERWILLIGER PLAZA INC 930477890 9 true true true 155597 1 155597 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1571252 14088 50000 1535340 1558456 12796 1571252 1525728 32728 1558456 1509723 16005 1525728 1509852 1491 1620 1509723 0.08490 0.91510 true false false ACCOUNTS PAYABLE - TERWILLIGER PLAZA 15922 15922 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE INTENDED USE OF THE ENDOWMENT FUND IS TO FURNISH AID AND ASSISTANCE TO SENIOR CITIZENS, PRIMARILY THOSE WHO HAVE BECOME MEMBERS OF TERWILLIGER PLAZA, INC. AND WHO FOR AN APPROPRIATE REASON, WHETHER IT BE SICKNESS OR OTHERWISE HAVE EITHER EXHAUSTED THEIR FUNDS OR THEIR FUNDS HAVE BEEN DEPLETED TO SUCH AN EXTENT THAT THEY REQUIRE ASSISTANCE IN THE PAYMENT OF THEIR LIVING EXPENSES. true TERWILLIGER PLAZA INC 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 930477890 501(c)(3) 155597 0 Resident Assistance 1 0 Grantmaker's Description of How Grants are Used The organization determines an endowment spending policy annually based on the needs of Terwilliger Plaza for assistance with the subsidy of members who are unable to pay their entire fee. Grants are made to Terwilliger Plaza based on this spending policy amount. X X X X X false false false false false false false false false false DELORES SELLNER 193892 3956 6653 204501 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Present Value Adjustment = $608 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available the organization's financial statements are kept in the library and are available for public viewing. All other governing documents are available upon request. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST IMMEDIATELY AS THEY OCCUR. THE BOARD THEN EVALUATES THE CONFLICT AND DETERMINES APPROPRIATE ACTION. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process prior to filing the form 990 is first reviewed by Terwilliger Plaza, Inc.'s cfo. it is then presented to the board of trustees for review by the cfo, who is available to answer any questions and address any concerns. TERWILLIGER PLAZA INC 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 930477890 CONTINUING CARE RETIREMENT COMMUNITY OR 501(c)(3) 9 N/A false TERWILLIGER PLAZA FOUNDATION 2545 SW TERWILLIGER BLVD PORTLAND OR 97201 921062307 FUNDRAISING FOUNDATION OR 501(c)(3) 11b N/A false false true true true true false false false false false false false false true true false false false false