BRAEMAR CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRAEMAR CHARITABLE TRUST (EIN 93-6272124)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-05
- IRS object ID
- 202620369349100107
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-05T08:40:39-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 MEADOWS RD 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936272124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAEMAR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAE | BusinessNameControlTxt |
| Phone | 5036434432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA B COX | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5032860685 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WALLIS | PreparerPersonNm |
| PTIN | P00853258 | PTIN |
| Phone | 5036974118 | PhoneNum |
| Preparation | 2026-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,991,201 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $78,645 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,053,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,053,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $975,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,043,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $975,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,107,748 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,029,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,128 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,313 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,493,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,493,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,776,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,680,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,951,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $259,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,189 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,127,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,579,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,537,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,642,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,442,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,939,210 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $105,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $105,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $105,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $177,380 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,133,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,464,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,991,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,444,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,444,431 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,689,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,020,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,133,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,464,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,133,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,464,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,133,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,464,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,464,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,916,849 | $4,068,503 | $848,346 | $848,346 | |
| CAPITAL GAINS DIVIDENDS | $126,831 | $126,831 | $126,831 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $975,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $460 | EsPenaltyAmt |
| Tax Due | $12,786 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TRUSTMANAGEMENTSERVICES.NET | WebsiteAddressTxt |
| Individual With Books | MARTHA B COX | IndividualWithBooksNm |
| Phone | 5036434432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25442 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972980442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA B COX | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MELANIE ANN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN DAWSON | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG SNYDER | ||||||||
| PO BOX 25442 | PORTLAND | OR | 97298 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRUST MANAGEMENT SERVICES LLC | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 0.00 | $0 | $0 | $0 |
| ASHLEIGH NASLUND | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 20.00 | $87,500 | $0 | $0 |
| THOMAS BIRD | ||||||||
| 5 N HWY 101 PMB 562 | WARRENTON | OR | 97146 | GRANT ADMINISTRATOR | 20.00 | $87,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,535,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $177,380 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,311,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,311,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $559,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,751,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,837,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,837,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,126 | TotalTaxAmt |
| Distributable Before Adj | $1,810,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,810,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,810,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,680,482 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,680,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,810,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,627,718 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,680,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,627,718 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,757,690 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUST MANAGEMENT SERVICES LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 N HWY 101 PMB 562 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9714083912 | RecipientPhoneNum |
| Recipient Email Address | INFO@TRUSTMANAGEMENTSERVICES.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION MUST BE IN WRITING; SUBMIT PROOF OF TAX EXEMPT STATUS AND CONFIRM THE APPLICANT IS NOT A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION AS REPORTED ON FORM 990, SCHEDULE A, LINE 12; DESCRIPTION OF ORGANIZATION; DESCRIPTION OF PROPOSED PROJECT TO BE FUNDED WITH TIMELINE AND BUDGET; ENTITY FINANCIAL STATEMENTS; SEE TRUSTMANAGEMENTSERVICES.NET FOR COMPLETE APPLICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY; SEE TRUSTMANAGEMENTSERVICES.NET FOR ALL DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO TAX-EXEMPT ORGANIZATIONS WITHIN OREGON. GENERALLY THE MAXIMUM GRANT IS $15,000. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACRES OF HOPE | ||||||
| 6665 RICKREALL RD | INDEPENDENCE | OR | 97317 | PC | TO HELP COMPLETE THE RENOVATION OF A BARN INTO A NEW WOODSHOP. | $15,000 |
| ADMIRE TEACHERS | ||||||
| 3541 NE COUCH ST | PORTLAND | OR | 97232 | PC | PROVIDE EDUCATIONAL MATERIALS FOR GRADES K-5 | $4,000 |
| ADVANCED GENDER EQUITY IN THE ARTS | ||||||
| PO BOX 10532 | PORTLAND | OR | 97296 | PC | SUPPORT A WORKSHOP PROGRAM FOR EMERGING PLAYWRIGHTS. | $10,000 |
| ALBERTA ABBEY FOUNDATION | ||||||
| 126 NE ALBERTA ST | PORTLAND | OR | 97211 | PC | SUPPORT SPACE AND SNACKS FOR YOUTH / ADD A NEW ARTS TECH INTERNSHIP PROGRAM. | $15,000 |
| ALBERTINA KERR CENTERS | ||||||
| 424 NE 22ND AVE | PORTLAND | OR | 97232 | PC | REPLACE THE FLOORING THROUGHOUT KERR'S ORCHID GROUP HOME. | $11,000 |
| ARCH CAPE-FALCON COVE BEACH COMMUNITY CLUB INC | ||||||
| 79729 HWY 101 | ARCH CAPE | OR | 97102 | PC | PROVIDE THE ESSENTIAL MATERIALS FOR COMMUNITY PREPAREDNESS. | $15,000 |
| ART CENTER EAST (FKA EASTERN OREGON REGIONAL ARTS COUNCIL) | ||||||
| 1006 PENN AVE | LA GRANDE | OR | 97850 | PC | HELP CONTINUE THE ART GRIEF GROUP PROGRAM. | $15,000 |
| ARTS COUNCIL OF CLATSOP COUNTY | ||||||
| 2870 LOG BRONC WAY | ASTORIA | OR | 97103 | PC | SUPPORT THE HIGH SCHOOL THEATER WORKSHOP SYMPOSIUM. | $2,210 |
| ASSISTANCE LEAGUE OF THE COLUMBIA PACIFIC | ||||||
| PO BOX 596 | ASTORIA | OR | 97103 | PC | SUPPORT THE SCHOOL ACTIVITIES SPONSORSHIP (SAS) AND DUFFEL BAG PROGRAM. | $15,000 |
| BEAVERTON EDUCATION FOUNDATION | ||||||
| 12725 SW MILIKAN WAY STE 300 | BEAVERTON | OR | 97005 | PC | SUPPORT STUDENT INSTRUMENT COSTS IN EDUCATION CLASSES. | $15,000 |
| BIRCH COMMUNITY SERVICES | ||||||
| 17780 NE SAN RAFAEL ST | PORTLAND | OR | 97230 | PC | TO HELP FUND A REFRIGERATION UNIT TO A NEW TRANSIT VAN. | $15,000 |
| BIRD ALLIANCE OF OREGON INC | ||||||
| 5151 NW CORNELL RD | PORTLAND | OR | 97210 | PC | SUPPORT THE GREEN LEADERS PROGRAM. | $15,000 |
| BOOM ARTS INC | ||||||
| 3121 S MOODY AVE STE 200 | PORTLAND | OR | 97239 | PC | SUPPORT EDUCATIONAL OUTREACH PROGRAM. | $5,000 |
| BORLAND FREE CLINIC | ||||||
| 3550 SW BORLAND RD | TUALATIN | OR | 97062 | PC | HELP FUND THE COSTS ASSOCIATED WITH A MOBILE DENTAL VAN. | $15,000 |
| BOXES OF LOVE PROJECT INC | ||||||
| PO BOX 702 | TROUTDALE | OR | 97060 | PC | PROVIDE TOTES TO INFANTS AND CHILDREN ENTERING FOSTER CARE IN THE WESTERN METRO REGION. | $5,000 |
| BOXES OF LOVE PROJECT INC | ||||||
| PO BOX 702 | TROUTDALE | OR | 97060 | PC | PROVIDE CARE ESSENTIALS FOR INFANTS AND CHILDREN ENTERING FOSTER CARE. | $15,000 |
| BOYS AND GIRLS CLUB OF SALEM MARION AND POLK COUNTIES | ||||||
| 1395 SUMMER STREET NE | SALEM | OR | 97301 | PC | TO SUPPORT PROJECT LEARN, AN AFTER SCHOOL AND SUMMER DAY PROGRAM | $15,000 |
| BROADWAY ROSE THEATRE CO THE (BROADWAY ROSE THEATRE CO) | ||||||
| PO BOX 231004 | TIGARD | OR | 97281 | PC | SUPPORT SUMMER STUDENT INTERNSHIP PROGRAM. | $10,000 |
| BUILDING HEALTHY FAMILIES | ||||||
| 207 NE PARK ST | ENTERPRISE | OR | 97828 | PC | SUPPORT THE CONTINUATION OF EARLY LITERACY PROGRAMS. | $15,000 |
| CAMP ARRAH WANNA | ||||||
| 24075 E ARRAH WANNA BLVD | WELCHES | OR | 97067 | PC | TO PROVIDE SPIRITUAL AND EMOTIONAL GROWTH FOR CAMPERS IN A SAFE ENVIRONMENT | $5,000 |
| CARES NORTHWEST (LEGACY EMANUEL HOSPITAL AND HEALTH CENTER) | ||||||
| 2800 N VANCOUVER AVE STE 201 | PORTLAND | OR | 97227 | PC | SUPPORT AN AT-HOME CHILD ABUSE PREVENTION PROJECT. | $14,500 |
| CASA OF CLACKAMAS COUNTY | ||||||
| 421 HIGH ST STE 108 | OREGON CITY | OR | 97045 | PC | PROVIDE SUPPORT AND ADVOCACY FOR SEVEN FOSTER CHILDREN FOR ONE YEAR. | $10,080 |
| CASA OF EASTERN OREGON INC | ||||||
| 2485 2ND ST | BAKER CITY | OR | 97814 | PC | SUPPORT CASA ACTIVITIES IN SIX EASTERN OREGON COUNTIES. | $90,000 |
| CASA OF POLK COUNTY INC | ||||||
| 580 MAIN ST STE D | DALLAS | OR | 97338 | PC | TO SUPPORT CASA VOLUNTEER MANAGER ACTIVITIES. | $20,000 |
| CASCADES WEST COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1400 QUEEN AVE STE 206 | ALBANY | OR | 97322 | PC | TO SUPPORT FOOD COSTS FOR MEALS ON WHEELS IN TOLEDO AND SILETZ, WALKPORT | $5,000 |
| CASCADES WEST COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1400 QUEEN AVE STE 206 | ALBANY | OR | 97332 | PC | TO SUPPORT THE MEALS ON WHEELS PROGRAM. | $10,000 |
| CENTRAL COAST CHORALE (DBA COASTAL VOICES) | ||||||
| PO BOX 268 | NEWPORT | OR | 97365 | PC | SUPPORT A YOUTH INTERNSHIP PROGRAM. | $5,000 |
| CLACKAMAS BOOKSHELF THE | ||||||
| PO BOX 743 | GLADSTONE | OR | 97027 | PC | SUPPORT THE GROWING FUTURE READERS PROJECT. | $10,752 |
| CLACKAMAS WOMEN'S SERVICES | ||||||
| 256 WARNER MILNE RD | OREGON CITY | OR | 97045 | PC | SUPPORT CAMP HOPE AND PATHWAYS TO HOPE ACTIVITIES FOR 2025. | $7,500 |
| CROSSROADS CARNEGIE ARTS CENTER | ||||||
| 2020 AUBURN AVE | BAKER CITY | OR | 97814 | PC | SUPPORT THE CELEBRATION OF THE DECLARATION OF INDEPENDENCE. | $15,000 |
| ECOLOGY IN CLASSROOMS AND OUTDOORS (ECO) | ||||||
| PO BOX 90293 | PORTLAND | OR | 97290 | PC | SUPPORT THE K-12 ENVIRONMENTAL AND STEM EDUCATION | $12,338 |
| ETHOS MUSIC CENTER (ETHOS INC) | ||||||
| 2 N KILLINGSWORTH ST | PORTLAND | OR | 97217 | PC | TO PROVIDE MUSIC AND ARTS EDUCATION PROGRAM FOR CHILDREN AFTER SCHOOL | $15,000 |
| FAMILY BUILDING BLOCKS | ||||||
| 2425 LANCASTER DR NE | SALEM | OR | 97305 | PC | TO SUPPORT AREA MAINTENANCE AND INSTALLING FENCING NEAR BUS SHELTER. | $15,000 |
| FRIENDLY HOUSE INC | ||||||
| 2617 NW SAVIER ST | PORTLAND | OR | 97210 | PC | TO SUPPORT THE COATS & SHOES PROJECT FOR PRESCHOOL AND SCHOOL-AGE CHILDREN | $8,000 |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | PC | ASSIST IN PROVIDING EARLY LEARNING PROGRAMMING. | $10,000 |
| FRIENDS OF THE YACHATS LIBRARY | ||||||
| PO BOX 473 | YACHATS | OR | 97498 | PC | SUPPORT PURCHASE OF EBOOKS, BOOKS ON CD AND PROVIDE MEMBERSHIP IN LIBRARY2GO | $2,000 |
| GIRLS INC OF THE PACIFIC NORTHWEST | ||||||
| 4800 S MACADAM AVE STE 309 | PORTLAND | OR | 97239 | PC | SUPPORT OUTSIDE THE BOX-MENTORSHIP AND SUPPORT PROGRAMMING TO HELP GIRLS SUCCEED | $5,000 |
| GROW LINCOLN COUNTY | ||||||
| 1211 SE BAY BLVD | NEWPORT | OR | 97365 | PC | HIRE A PART-TIME TEMPORARY SUPPORT STAFF FOR LCSD'S SCHOOL GARDEN SUMMER PROGRAM. | $13,973 |
| HEALING CIRCLE INC THE | ||||||
| PO BOX 964 | ASTORIA | OR | 97103 | PC | SUPPORT THE COSTS OF 2025 VOCA CAMP INCLUDING SUPPLIES AND STAFFING. | $15,000 |
| HOLLA | ||||||
| 14513 SE STARK ST | PORTLAND | OR | 97233 | PC | PROVIDE ACTIVITIES/EVENTS FOR GRADES K-12 IN EAST PORTLAND. | $15,000 |
| HOLY FAMILY CATHOLIC SCHOOL | ||||||
| 7425 SE CESAR E CHAVEZ BLVD | PORTLAND | OR | 97202 | PC | ACADEMIC SUPPORT THE LEARNING SUPPORT PROGRAM FOR CHILDREN WITH LEARNING DIFFICULTIES. | $15,000 |
| IMAGO THE THEATRE MASK ENSEMBLE | ||||||
| PO BOX 15182 | PORTLAND | OR | 97293 | PC | TO SUPPORT IMAGO'S EDUCATIONAL OUTREACH PROGRAMS | $10,000 |
| IMPACT NW | ||||||
| PO BOX 33530 PORTLAND OR 97292-3530 | PORTLAND | OR | 97216 | PC | TO SUPPORT THE AFTER SCHOOL AKA SCIENCE PROGRAM. | $15,000 |
| INDEPENDENCE HERITAGE MUSEUM | ||||||
| 281 S 2ND ST | INDEPENDENCE | OR | 97351 | PC | TO HELP FUND THE VETERAN'S CORNER IMPROVEMENTS & MILITARY COLLECTION PRESERVATION. | $8,000 |
| JOSEPH CENTER FOR ARTS AND CULTURE | ||||||
| 403 N MAIN ST | JOSEPH | OR | 97846 | PC | HELP DELIVER THE YOUTH ART PROGRAM. | $15,000 |
| JOY RX (CHILDREN'S CANCER ASSOCIATION) | ||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | PC | TO SUPPORT NEEDED REPAIRS AT THE ALEXANDRA ELLIS CARING CABIN. | $15,000 |
| JULIETTE'S HOUSE | ||||||
| 1075 SW CEDARWOOD AVE | MCMINNVILLE | OR | 97128 | PC | TO SUPPORT THE IMPLEMENTATION OF A CAMP HOPE PROGRAM. | $15,000 |
| JULIETTE'S HOUSE | ||||||
| 1075 SW CEDARWOOD AVE | MCMINNVILLE | OR | 97128 | PC | OPERATIONS SUPPORT CHILDREN THROUGH MEDICALLY AND FORENSICALLY NECESSARY EXAMS | $5,000 |
| KATHY'S PLACE | ||||||
| 820 SE WASHINGTON ST | PORTLAND | OR | 97214 | PC | SUPPORT COMMUNITY HOUSING FOR SINGLE MOM & CHILDREN WITH SERVICES TO BREAK POVERTY CYCLE | $2,500 |
| KINDRED MATTERS | ||||||
| PO BOX 2296 | EUGENE | OR | 97402 | PC | TO PROVIDE SCHOLARSHIP FUNDS FOR SIBLING CAMP PARTICIPANTS. | $7,000 |
| KINDRED PARTNERS (FKA LOVE INC OF GREATER BEAVERTON) | ||||||
| PO BOX 2241 | BEAVERTON | OR | 97075 | PC | TO SUPPORT THE SAFE FAMILIES FOR CHILDREN PROGRAM. | $14,238 |
| LATINOBUILT FOUNDATION | ||||||
| 8545 SW APPLE WAY | PORTLAND | OR | 97225 | PC | ENHANCING THEIR TECHNICAL ASSISTANCE PROGRAM FOR CONSTRUCTION WORKERS, BUSINESS OWNERS. | $15,000 |
| LIBERTY RESTORATION INC (DBA LIBERTY THEATRE) | ||||||
| 1203 COMMERCIAL | ASTORIA | OR | 97103 | PC | TO SUPPORT REPLACEMENT OF THE EMERGENCY BACKUP LIGHTING SYSTEM. | $15,000 |
| LIBRARY FOUNDATION INC | ||||||
| 620 SW FIFTH AVE STE 1025 | PORTLAND | OR | 97204 | PC | SUMMER READING 2025 VOLUNTEER PROGRAM. | $10,000 |
| LIFT URBAN PORTLAND | ||||||
| 3448 NW YEON AVE | PORTLAND | OR | 97721 | PC | TO ENHANCE AND EXPAND HUNGER RELIEF SERVICES. | $15,000 |
| LIFT URBAN PORTLAND | ||||||
| 3448 NW YEON AVE | PORTLAND | OR | 97721 | PC | HELP MEET NUTRITIONAL NEEDS OF PORTLAND SENIORS AND PEOPLE WITH DISABILITIES | $2,500 |
| LINFIELD UNIVERSITY | ||||||
| 900 SE BAKER ST | MCMINNVILLE | OR | 97128 | PC | TO SUPPORT THE PATHWAYS TO PROFESSIONAL SUCCESS PROJECT. | $15,000 |
| LITERARY ARTS INC | ||||||
| 925 SW WASHINGTON ST | PORTLAND | OR | 97205 | PC | SUPPORT WRITERS IN THE SCHOOLS RESIDENCIES. | $15,000 |
| MADE TO THRIVE | ||||||
| 985 N 1ST ST | HERMISTON | OR | 97838 | PC | PROVIDE FOR SAFE YOUTH ACTIVITIES. | $15,000 |
| MANY HATS COLLABORATION | ||||||
| 9465 N TIOGA AVE | PORTLAND | OR | 972032456 | PC | TO SUPPORT THE HATTCHERY PROGRAM FOR NEW ARTISTS | $10,000 |
| MATHCOUNTS FOUNDATION | ||||||
| 70 SW CENTURY DR STE 100 PMB 353 | BEND | OR | 97702 | PC | TO SUPPORT THE STATE & NATIONAL MATH COMPETITION. | $5,300 |
| METROPOLITAN YOUTH SYMPHONY | ||||||
| 4800 S MACADAM AVE STE 105 | PORTLAND | OR | 97239 | PC | SUPPORT 24-25 SCHOOL OUTREACH CONCERT PROGRAM. | $10,000 |
| MT HOOD KAWANIS CAMP | ||||||
| 10725 SW BARBUR BLVD STE 50 | PORTLAND | OR | 97219 | PC | SUPPORT FOR CAMP OPERATIONS TO PROVIDE FOR INDIVIDUALS WITH DISABILITIES | $5,000 |
| MT HOOD KIWANIS CAMP | ||||||
| 10725 SW BARBUR BLVD STE 50 | PORTLAND | OR | 97219 | PC | HELP PROVIDE A MORE SENSORY-FRIENDLY SPACE. | $10,000 |
| MY VOICE MUSIC (MY VOICE MUSIC INC) | ||||||
| 8911 SE STARK ST | PORTLAND | OR | 97216 | PC | TO SUPPORT EXPANDED MUSIC SCHOLARSHIPS FOR SCHOOL YEAR 2025. | $10,000 |
| NEIGHBORS FOR KIDS | ||||||
| PO BOX 942 | DEPOE BAY | OR | 97341 | PC | TO SUPPORT THE COSTS OF A SUMMER DAY CAMP. | $15,000 |
| NEW MOONS PRODUCTIONS THEATRE COMPANY (NM PRODUCTIONS THEATRE COMPANY) | ||||||
| PO BOX 820165 | PORTLAND | OR | 97282 | PC | TO SUPPORT DRAMA LITERACY PROGRAMS AT ARLETA GILBERT HEIGHTS. | $5,000 |
| NORTH COAST FOOD WEB | ||||||
| 1450 EXCHANGE ST | ASTORIA | OR | 97103 | PC | TO INCREASE THE SUPPORT PROVIDING 1-ON-1 TECHNICAL ASSISTANCE AND EDUCATIONAL WORKSHOPS. | $15,000 |
| NORTH COAST LAND CONSERVANCY INC | ||||||
| PO BOX 67 | SEASIDE | OR | 97138 | PC | TO SUPPORT THE COMMUNITY ENGAGEMENT PROGRAMS AT CIRCLE CREEK CONSERVATION CENTER. | $15,000 |
| NORTH COUNTY RECREATION DISTRICT | ||||||
| PO BOX 207 | NEHALEM | OR | 97131 | PC | TO SUPPORT A SERIES OF FIELD TRIPS AND CAMPS. | $6,900 |
| OAKS PARK ASSOCIATION THE | ||||||
| 7805 SE OAKS PARK WAY | PORTLAND | OR | 97202 | PC | TO FUND A ROLLER RINK HOMESCHOOL STEM PROGRAM. | $8,313 |
| OREGON 4-H FOUNDATION (WASH) | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT 4-H STEAM EXPLORATION DAY. | $6,600 |
| OREGON BALLET THEATRE | ||||||
| 720 S BANCROFT ST | PORTLAND | OR | 97239 | PC | TO SUPPORT A YOUTH COMPANY SHOW TOUR. | $15,000 |
| OREGON COAST CHILDREN'S THEATRE | ||||||
| PO BOX 538 | TOLEDO | OR | 97391 | PC | TO SUPPORT THE "ARTS IN EDUCATION" TOURING PROGRAM INCLUDING "COMMUNITY ARTS PROGRAMS". | $15,000 |
| OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION | ||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | PC | TO SUPPORT THE PARTICIPATION OF TWO CLINICIANS AT THE APRIL '25 FESTIVAL. | $5,000 |
| OREGON COMMUNITY WAREHOUSE INC | ||||||
| 3969 NE MLK JR BLVD | PORTLAND | OR | 97212 | PC | GENERAL SUPPORT-LOW TO NO-COST HOUSE FURNITURE AND SUPPLIES | $5,000 |
| OREGON EAST SYMPHONY | ||||||
| 345 SW 4TH ST | PENDLETON | OR | 97801 | PC | SUPPORT THE PLAYING FOR KEEPS PROGRAMS. | $15,000 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | GOV | GENERAL SUPPORT FOR NUTRITIONAL NEEDS OF COMMUNITY | $5,000 |
| OREGON LIONS SIGHT & HEARING FOUNDATION INC | ||||||
| 1010 NW 22ND AVE STE 144 | PORTLAND | OR | 97210 | PC | TO SUPPORT THE "ROAR" HEARING ASSISTANCE PROGRAM. | $8,000 |
| OREGON RAIL HERITAGE FOUNDATION | ||||||
| PO BOX 42443 PORTLAND OR 97242 | PORTLAND | OR | 97214 | PC | TO ASSIST WITH MAINTENANCE OF HISTORIC RAIL EQUIPMENT | $5,000 |
| OREGON RAIL HERITAGE FOUNDATION | ||||||
| PO BOX 42443 | PORTLAND | OR | 97242 | PC | ASSIST IN REPLACE AND REPAIR OF PARTS OF A HISTORIC STEAM LOCOMOTIVE. | $15,000 |
| OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM | ||||||
| 9498 SW BARBUR BLVD STE 103 | PORTLAND | OR | 97219 | PC | ORGANIZE A REGIONAL INVITATIONAL ROBOTICS TOURNAMENT. | $15,000 |
| OREGON SEA GRANT (OSU FOUNDATION) | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO PROVIDE PARTICIPANT SUPPORT FOR SCHOOLS TO VISIT. | $14,973 |
| OTTER ROCK MARINE RESERVE FRIENDS OF | ||||||
| PO BOX 1074 | DEPOE BAY | OR | 97341 | PC | TO SUPPORT THE PROTECTION AND STEWARDSHIP OF OTTER ROCK MARINE RESERVE. | $14,000 |
| OUR JUST FUTURE (FKA HUMAN SOLUTIONS INC) | ||||||
| 10550 NE HALSEY ST | PORTLAND | OR | 97220 | PC | FINANCIAL WELLNESS EDUCATION PROGRAM. | $15,000 |
| PAADA (PARTNERSHIP AGAINST ALCOHOL & DRUG ABUSE) | ||||||
| PO BOX 2401 | NEWPORT | OR | 97365 | PC | SUPPORT ONGOING PREVENTION SERVICES OFFERED TO YOUTH AND YOUNG ADULTS IN LINCOLN COUNTY. | $2,500 |
| PACIFIC COMMUNITIES HEALTH DISTRICT FOUNDATION | ||||||
| 930 SW ABBEY STREET | NEWPORT | OR | 97365 | PC | TO PURCHASE ART FOR THE COASTAL SAMARITAN TREATMENT AND RECOVERY SERVICES FACILITY. | $10,000 |
| PACIFIC REFUGEE SUPPORT GROUP | ||||||
| 10725 SW BARBUR BLVD STE 350 | PORTLAND | OR | 97219 | PC | TO SUPPORT LEGAL REFUGEE RESETTLEMENT. | $15,000 |
| PACIFIC REFUGEE SUPPORT GROUP | ||||||
| 10725 SW BARBUR BLVD STE 350 | PORTLAND | OR | 97219 | PC | TO SUPPORT REFUGEES LEGAL RESETTLEMENT | $5,000 |
| PARTNERSHIP AGAINST ALCOHOL & DRUG ABUSE | ||||||
| PO BOX 2401 | NEWPORT | OR | 97365 | PC | TO FUND THE PREVENTION SERVICES OFFERED TO YOUTH AND YOUNG ADULTS. | $14,714 |
| PATH HOME (FORMERLY PORTLAND HOMELESS AND FAMILY SERVICES) | ||||||
| 6220 SE 92ND AVE | PORTLAND | OR | 97266 | PC | NUTRITIOUS FOOD FOR HOMELESS FAMILIES WITH CHILDREN LIVING AT THE EMERGENCY SHELTER | $5,000 |
| PENDLETON CENTER FOR THE ARTS (FKA ARTS COUNCIL OF PENDLETON) | ||||||
| 214 N MAIN ST | PENDLETON | OR | 97801 | PC | SUPPORT FREE-ADMISSION EXHIBITION SERIES. | $15,000 |
| PINE EAGLE SCHOOL DISTRICT 61 | ||||||
| 375 N MAIN ST | HALFWAY | OR | 97834 | GOV | SUPPORT THE INSTALLATION OF A YEAR-ROUND GREENHOUSE. | $15,000 |
| PORTLAND RESCUE MISSION | ||||||
| PO BOX 3713 | PORTLAND | OR | 972083713 | PC | TO COMPLETE THE PURCHASE OF SECURITY CAMERAS. | $10,000 |
| PORTLAND YOUTHBUILDERS | ||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 97266 | PC | TO SUPPORT THE CAREER PATHWAYS FOR YOUTH | $9,000 |
| PORTLAND YOUTHBUILDERS | ||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 97266 | PC | SUPPORT PROGRAMS FOR YOUNG PEOPLE SEEKING TO BECOME SELF-SUFFICIENT MEMBERS OF SOCIETY | $5,000 |
| PROJECT 48 INC | ||||||
| 2505 SE 11TH AVE STE 122 | PORTLAND | PR | 97202 | PC | TO SUPPORT THE LIFE SKILLS PROGRAM. | $14,460 |
| PROJECT 48 INC | ||||||
| 2505 SE 11TH AVE STE 122 | PORTLAND | PR | 97202 | PC | SUPPORT FOSTER KIDS. PROJECTS INCLUDE CLOTHING & NECESSITIES, LIFE SKILLS PROGRAM | $2,500 |
| QIGONG SENSORY TRAINING INSTITUTE | ||||||
| 4327 SE ASH ST | PORTLAND | OR | 97215 | PC | TO HELP PURCHASE A NEW LEARNING MANAGEMENT SYSTEM. | $10,000 |
| REACH NW | ||||||
| 1714 N VILLA RD | NEWBERG | OR | 97132 | PC | TO SUPPORT THE FOSTER FAMILY RETENTION INITIATIVE. | $15,000 |
| REACH OUT & READ INC - NORTHWEST | ||||||
| PO BOX 14461 | PORTLAND | OR | 97293 | PC | EXPAND READING PROGRAMMING FOR PEDIATRIC AGES IN UNION COUNTY. | $15,000 |
| READING RESULTS | ||||||
| 3115 NE SANDY BLVD STE 229 | PORTLAND | OR | 97232 | PC | TO SUPPORT READING INTERVENTION FOR PRIMARY GRADE CHILDREN FAILING TO LEARN TO READ | $2,500 |
| READING RESULTS | ||||||
| 3115 NE SANDY BLVD STE 229 | PORTLAND | OR | 97232 | PC | TO SUPPORT EXPANSION OF A READING INTERVENTION PROGRAM FOR 2024-25 SCHOOL YEAR. | $15,000 |
| RESPONDER LIFE | ||||||
| PO BOX 186 | TUALATIN | OR | 97062 | PC | CURRICULUM MATERIALS AND HONORARIUM COSTS FOR FIRST RESPONDERS. | $15,000 |
| RETURNING VETERANS PROJECT | ||||||
| PO BOX 14035 PORTLAND OR 97293 | PORTLAND | OR | 97293 | PC | TO SUPPORT THE CONTINUING EDUCATION & VOLUNTEER STEWARDSHIP PROJECT. | $15,000 |
| ROOTS AND ALL THEATRE ENSEMBLE | ||||||
| 901 NW NAITO PKWY APT 102 | PORTLAND | OR | 97209 | PC | TO CONTRIBUTE TO THEATRE PRODUCTIONS. | $5,000 |
| SALEM FREE CLINICS | ||||||
| 1300 BROADWAY ST NE UNIT 104 | SALEM | OR | 97301 | PC | TO SUPPORT THE POLK COMMUNITY FREE CLINICS.. | $10,000 |
| SEASHORE FAMILY LITERACY | ||||||
| PO BOX 266 | WALDPORT | OR | 97394 | PC | TO SUPPORT 2025 SUMMER MUSIC, ART, AND COOKING CAMP. | $15,000 |
| SEASIDE MUSEUM AND HISTORICAL CENTER | ||||||
| 570 NECANICUM DR | SEASIDE | OR | 97138 | PC | TO SUPPORT EXPANSION OF THEIR READING INTERVENTION PROGRAM FOR 2024-25 SCHOOL YEAR | $5,000 |
| SINCERE STUDIO | ||||||
| 2636 NE SANDY BLVD | PORTLAND | OR | 97232 | PC | HELP PROVIDE INTRODUCTORY SEWING CLASSES. | $13,000 |
| SITKA CENTER FOR ART AND ECOLOGY (NESKOWIN COAST FOUNDATION) | ||||||
| 56605 SITKA DR | OTIS | OR | 97368 | PC | TO SUPPORT K-8 CREATE'S OCTOBER 2025 ART PROJECT. | $15,000 |
| SMART READING OF YAMHILL COUNTY | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PC | PROVIDE FREE BOOKS AND READING SUPPORT TO 265 CHILDREN IN YAMHILL COUNTY | $2,500 |
| SMART READING | ||||||
| 480 NE 9TH AVE | PORTLAND | OR | 97232 | PC | TO PROVIDE FREE BOOKS AND READING SUPPORT TO 265 CHILDREN. | $8,000 |
| THE PEACEFUL PRESENCE PROJECT | ||||||
| PO BOX 1963 | BEND | OR | 97709 | PC | TO SUPPORT PROGRAMMING IN PARTNERSHIP WITH NORTH COAST EOL COLLECTIVE. | $14,000 |
| TILLAMOOK COUNTY 4-H FOUNDATION | ||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | TO SUPPORT THE UNDISCOVERED OREGON AGRICULTURE TOUR. | $15,000 |
| TUALATIN FOOD PANTRY (TUALATIN SCHOOL HOUSE PANTRY) | ||||||
| PO BOX 248 | TUALATIN | OR | 97062 | PC | TO SUPPORT THE 2025 HOLIDAY MEAL PROGRAM. | $15,000 |
| TUALATIN SCHOOL HOUSE PANTRY | ||||||
| PO BOX 248 | TUALATIN | OR | 970624160 | PC | GENERAL SUPPORT FOR EMERGENCY FOOD TO QUALIFIED HOUSEHOLDS | $5,000 |
| VALDEZ MUSEUM & HISTORICAL ARCHIVE | ||||||
| 217 EGAN DRIVE | VALDEZ | AK | 99686 | PC | SUPPORT THE MARITIME VALDEZ EXHIBITION. | $15,000 |
| VARIABLES | ||||||
| 6516 SE 87TH AVE | PORTLAND | OR | 97266 | PC | TO ASSIST WITH COSTS OF PARTICIPATING IN GALLERY SHOWS. | $5,000 |
| WALLOWA LAND TRUST INC | ||||||
| 117 EAST MAIN STREET | ENTERPRISE | OR | 97828 | PC | SUPPORT 2026 ANNUAL WALLOWA GATHERING. | $15,000 |
| WARRENTON COMMUNITY LIBRARY | ||||||
| PO BOX 250 | WARRENTON | OR | 97146 | GOV | TO REPLACE 4 PUBLIC COMPUTER WORKSTATIONS AND SUPPLY MICROSOFT SUITE. | $9,000 |
| WE BELONG PDX | ||||||
| 225 NE 80TH AVE | PORTLAND | OR | 97213 | PC | HELP SUSTAIN OUT-OF-SCHOOL PROGRAMMING FOR CHILDREN AGES 5-14. | $15,000 |
| WE BELONG PDX | ||||||
| 4243 SE BELMONT ST STE 100 | PORTLAND | OR | 97215 | PC | TO ASSIST IN OUT-OF-SCHOOL PROGRAMMING FOR CHILDREN AGES 5-14 AT THEIR ROCKWOOD SITE. | $2,500 |
| WHITE BIRD | ||||||
| PO BOX 99 | PORTLAND | OR | 97207 | PC | SUPPORT COMMUNITY OUTREACH EVENTS TO BROADEN APPRECIATION FOR PERFORMING ARTS | $5,000 |
| WILDLIFE CENTER OF THE NORTH COAST | ||||||
| PO BOX 1232 | ASTORIA | OR | 97103 | PC | TO SUPPORT CONSERVATION AND ENVIRONMENTAL EDUCATION PROGRAMS. | $14,000 |
| WRITE AROUND PORTLAND | ||||||
| 133 SW 2ND AVE STE 304 | PORTLAND | OR | 97204 | PC | TO SUPPORT FREE CREATIVE WRITING AND PUBLISHING PROGRAMS. | $10,000 |
| YACHATS LIBRARY FRIENDS OF | ||||||
| PO BOX 473 | YACHATS | OR | 97498 | PC | TO SUPPORT LIBRARY2GO, PACIFIC NORTHWEST AUTHORS, AND MATCH A STATE GRANT. | $14,813 |
| YAKONA NATURE PRESERVE & LEARNING CENTER | ||||||
| 214 SW OREGON COAST HWY | NEWPORT | OR | 97365 | PC | TO SUPPORT YAKONA'S CREATING CONNECTIONS PROGRAM. | $15,000 |
| YAMHILL COUNTY CASA | ||||||
| 638 NE 5TH STREET | MCMINNVILLE | OR | 97128 | PC | TO SUPPORT THE ACT ON EDUCATIONAL ADVOCACY PILOT PROGRAM. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,493,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $827 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,053,069 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $975,177 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,029,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,029,103 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBART & MARIAN BIRD FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6995 SW MERRY LANE | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $78,645 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $8,820 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,820 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE BRAEMAR CHARITABLE TRUST HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTION IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OF OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2021 IN THE FOLLOWING AMOUNT:TAX YEAR: AMOUNT:2021 16,506 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE CORE FIXED | $4,179,830 | $3,898,014 |
| SCHWAB TREASURY INFL SWRSX | $1,206,587 | $1,130,612 |
| VANGUARD TOTAL BOND FUND | $2,407,931 | $2,245,063 |
| CLIFFWATER CORPORATE LENDING I | $1,148,637 | $1,153,165 |
| SCHWAB US AGG BOND | $500,000 | $512,356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK MULTIASSET | $981,926 | $1,001,787 |
| CHAMPLAIN SMALL COMPANY FUND | $1,671,964 | $1,731,422 |
| DFA GLOBAL REAL ESTATE | $950,327 | $977,632 |
| DFA INTERNATIONAL SMALL COMPANY | $609,950 | $801,316 |
| DODGE & COX INTL STOCK FUND | $1,678,422 | $2,394,054 |
| GQC PARTNERS EMERGING MARKETS | $881,883 | $975,074 |
| JOHCM INTL FUND | $1,608,798 | $2,408,928 |
| PIMCO ALL ASSET | $1,101,935 | $1,080,724 |
| SCHWAB FUNDAMENTAL US LARGE COMPANY IDX | $3,446,832 | $5,205,608 |
| SCHWAB S&P 500 INDEX FUND | $4,623,881 | $8,590,059 |
| VANGUARD TTL INTL VTIAX | $3,113,999 | $4,120,895 |
| KOPERNICK GLOBAL ALLCAP KGGIX | $909,715 | $1,249,923 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $105,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $105,000 | BookValueAmt |
| EOYFMV | $177,380 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OR DEPT OF JUSTICE FEE | $2,400 | $0 | $2,400 |
| RENT, P.O. BOX | $268 | $0 | $268 |
| PROPERTY MAINTENANCE | $2,100 | $2,100 | $0 |
| MISCELLANEOUS | $18 | $18 | $0 |
| EXPONENT PHILANTHROPY DUES | $830 | $0 | $830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $30 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $73,128 | Amt |
| Net Investment Income | $73,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $2,313 | $2,313 | $0 |
| FEDERAL TAXES | $18,850 | $0 | $0 |
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